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Portfolio Diversification
Range
Most Diversified
27 instruments
November 25, 2023
Least Diversified
0 instruments
February 2, 2025
Average
19.8 instruments
Most Consistent Holdings
Top 5
BRK.B99.33%
ADBE93.76%
LI88.59%
NVR86.31%
PTC86.24%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since July 12, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 8.65% | 8.39% | 99.33% | - |
 Bitcoin (BTC) | 8.24% | 7.38% | 78.32% | - |
| Li Auto (LI) | 5.28% | 0% | 88.59% | 5/20/2026 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 4.65% | 3.78% | 80.34% | - |
 Visa (V) | 4.47% | 8.09% | 84.43% | - |
 Thermo Fisher (TMO) | 4.31% | 4.93% | 53.83% | - |
 Tesla (TSLA) | 3.72% | 0% | 48.66% | 8/5/2024 |
 Microsoft (MSFT) | 3.4% | 8.67% | 57.65% | - |
 Intuitive Surgical (ISRG) | 3.24% | 6.52% | 74.03% | - |
| PTC (PTC) | 3.09% | 4.3% | 86.24% | - |
 Synopsys (SNPS) | 3.06% | 6.22% | 57.65% | - |
| NVR (NVR) | 2.95% | 3.2% | 86.31% | - |
| Adobe (ADBE) | 2.86% | 1.63% | 93.76% | - |
 Netflix (NFLX) | 2.79% | 0% | 56.04% | 11/21/2024 |
 Maxar Technologies Inc (MAXR) | 2.66% | 0% | 14.97% | 5/8/2023 |
 PayPal (PYPL) | 2.5% | 0% | 59.93% | 2/3/2026 |
 Datadog (DDOG) | 2.1% | 0% | 45.23% | 5/6/2026 |
 Thales (HO.PA) | 1.94% | 0% | 39.66% | 4/4/2025 |
 Salesforce (CRM) | 1.76% | 1.66% | 53.36% | - |
 Repligen (RGEN) | 1.68% | 0% | 49.87% | 7/17/2026 |
 Axcelis (ACLS) | 1.62% | 0% | 54.56% | 2/18/2026 |
 NVIDIA (NVDA) | 1.49% | 0% | 37.72% | 4/19/2024 |
 Roblox (RBLX) | 1.46% | 0% | 34.23% | 1/2/2024 |
 Applied Materials (AMAT) | 1.46% | 0% | 27.85% | 3/4/2026 |
 Alibaba (BABA) | 1.3% | 0% | 62.62% | 10/15/2025 |
 ANSYS (ANSS) | 1.19% | 0% | 26.51% | 4/19/2024 |
 Spotify (SPOT) | 1.16% | 0% | 50.13% | 2/5/2026 |
 Arista (ANET) | 1.12% | 0% | 28.93% | 7/25/2024 |
 Micron (MU) | 1.07% | 0% | 33.49% | 8/1/2024 |
 Lithium Americas (LAC) | 1.01% | 0% | 32.08% | 4/19/2024 |
 STMicroelectronics (STMMI.MI) | 0.89% | 0% | 32.55% | 10/23/2025 |
 Veolia (VIE.PA) | 0.85% | 4.03% | 21.21% | - |
 Invesco QQQ (QQQ) | 0.73% | 0% | 12.35% | 8/18/2023 |
 ASM (ASM.NV) | 0.68% | 0% | 15.37% | 1/3/2024 |
 JPMorgan (JPM) | 0.55% | 6.52% | 9.13% | - |
 Digital Turbine (APPS) | 0.53% | 0% | 21.61% | 8/17/2023 |
 Fraport (FRA.DE) | 0.5% | 0% | 32.62% | 12/19/2024 |
 Deere (DE) | 0.47% | 0% | 28.39% | 4/19/2024 |
 Novo-Nordisk (NVO) | 0.46% | 4.44% | 9.06% | - |
 On (ONON) | 0.45% | 2.61% | 13.42% | - |
 MercadoLibre Inc (MELI.RTH) | 0.42% | 0.63% | 19.13% | - |
 Ferrari (RACE) | 0.36% | 4.28% | 9.13% | - |
 Edenred (EDEN.PA) | 0.34% | 6.49% | 7.32% | - |
 Palo Alto Networks (PANW) | 0.28% | 0% | 10.94% | 8/5/2024 |
 Geely (00175.HK) | 0.28% | 0% | 6.91% | 4/24/2026 |
 Defiance Space and Connective Tech ETF (UFOX) | 0.26% | 0% | 5.7% | 7/15/2026 |
 Amazon (AMZN) | 0.22% | 0% | 5.77% | 6/3/2026 |
 ARK Space And Innovation ETF (ARKX) | 0.17% | 0% | 4.36% | 4/17/2026 |
 Netflix (NFLX.RTH) | 0.09% | 0% | 3.09% | 3/3/2026 |
 Lithium Americas Argentina C (LAR) | 0.07% | 0% | 13.22% | 4/19/2024 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.04% | 0% | 1.21% | 4/20/2026 |
 TSMC (TSM) | 0.02% | 1.9% | 1.34% | - |
 Schneider Electric (SU.PA) | 0.02% | 1.8% | 1.28% | - |
 Tokyo Electron Ltd. (8035.T) | 0.01% | 1.77% | 1.28% | - |
 Brent Oil (Non Expiry) (EuroOIL) | 0% | 0% | 0.07% | 3/3/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 5.74% | 8.34% |
| ARK Autonomous Technology & Robotics ETF (ARKQ) | 4.86% | 8.1% |
| Visa (V) | 6.24% | 6.96% |
| Microsoft (MSFT) | 6.14% | 6.16% |
| Berkshire Hathaway (BRK.B) | 5.67% | 6.12% |
| Applied Materials (AMAT) | 4.6% | 5.97% |
| Synopsys (SNPS) | 6.71% | 5.48% |
| Intuitive Surgical (ISRG) | 4.46% | 4.97% |
| Datadog (DDOG) | 4.5% | 4.65% |
| PTC (PTC) | 4.9% | 4.4% |
| Repligen (RGEN) | 3.82% | 4.21% |
| PayPal (PYPL) | 4.87% | 3.89% |
| Salesforce (CRM) | 4.06% | 3.72% |
| Li Auto (LI) | 4.73% | 3.27% |
| Axcelis (ACLS) | 4.29% | 3.17% |
| Adobe (ADBE) | 4.7% | 3.14% |
| NVR (NVR) | 3.69% | 3.07% |
| MercadoLibre Inc (MELI.RTH) | 3.36% | 2.94% |
| Veolia (VIE.PA) | 3.02% | 2.75% |
Cash & Instruments Over Time
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