Portfolio Diversification
Range
Most Diversified
27 instruments
November 25, 2023
Least Diversified
0 instruments
February 2, 2025
Average
19.7 instruments
Most Consistent Holdings
Top 5
BRK.B99.59%
LI95.22%
ADBE92.75%
NVR83.59%
PTC83.51%
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) | 9.05% | 6.75% | 99.59% | - |
 Bitcoin (BTC) | 8.49% | 9.51% | 73.78% | - |
| Li Auto (LI) | 6.01% | 3.82% | 95.22% | - |
 Thermo Fisher (TMO) | 4.74% | 0% | 56.88% | 7/1/2024 |
 Tesla (TSLA) | 4.57% | 0% | 59.77% | 8/5/2024 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 4% | 8.44% | 76.26% | - |
 Visa (V) | 3.88% | 7.15% | 81.29% | - |
 Netflix (NFLX) | 3.43% | 0% | 68.84% | 11/21/2024 |
 Maxar Technologies Inc (MAXR) | 3.27% | 0% | 18.38% | 5/8/2023 |
| Adobe (ADBE) | 3.06% | 3.17% | 92.75% | - |
| NVR (NVR) | 2.93% | 3.5% | 83.59% | - |
 Intuitive Surgical (ISRG) | 2.89% | 5.17% | 68.51% | - |
 PayPal (PYPL) | 2.87% | 4.57% | 68.51% | - |
| PTC (PTC) | 2.84% | 4.86% | 83.51% | - |
 Microsoft (MSFT) | 2.77% | 6.83% | 48.39% | - |
 Synopsys (SNPS) | 2.55% | 5.74% | 48.39% | - |
 Thales (HO.PA) | 2.38% | 0% | 48.72% | 4/4/2025 |
 Datadog (DDOG) | 2% | 5.56% | 43.03% | - |
 NVIDIA (NVDA) | 1.84% | 0% | 46.33% | 4/19/2024 |
 Roblox (RBLX) | 1.8% | 0% | 42.04% | 1/2/2024 |
 Axcelis (ACLS) | 1.78% | 3.55% | 60.68% | - |
 Alibaba (BABA) | 1.59% | 0% | 76.92% | 10/15/2025 |
 Salesforce (CRM) | 1.57% | 3.62% | 43.12% | - |
 Repligen (RGEN) | 1.48% | 4.64% | 43.03% | - |
 ANSYS (ANSS) | 1.47% | 0% | 32.56% | 4/19/2024 |
 Arista (ANET) | 1.37% | 0% | 35.53% | 7/25/2024 |
 Spotify (SPOT) | 1.37% | 0% | 59.93% | 12/18/2024 |
 Micron (MU) | 1.32% | 0% | 41.14% | 8/1/2024 |
 Applied Materials (AMAT) | 1.25% | 6.74% | 26.71% | - |
 Lithium Americas (LAC) | 1.25% | 0% | 39.41% | 4/19/2024 |
 STMicroelectronics (STMMI.MI) | 1.09% | 0% | 39.98% | 10/23/2025 |
 Invesco QQQ (QQQ) | 0.89% | 0% | 15.17% | 8/18/2023 |
 ASM (ASM.NV) | 0.83% | 0% | 18.88% | 1/3/2024 |
 Digital Turbine (APPS) | 0.65% | 0% | 26.55% | 8/17/2023 |
 Fraport (FRA.DE) | 0.62% | 0% | 40.07% | 12/19/2024 |
 Deere (DE) | 0.57% | 0% | 34.87% | 4/19/2024 |
 Palo Alto Networks (PANW) | 0.34% | 0% | 13.44% | 8/5/2024 |
 Veolia (VIE.PA) | 0.09% | 2.95% | 3.63% | - |
 Lithium Americas Argentina C (LAR) | 0.09% | 0% | 16.24% | 4/19/2024 |
 MercadoLibre Inc (MELI.RTH) | 0.04% | 3.38% | 1.15% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 6.59% | 11.25% |
| Visa (V) | 6.69% | 7.11% |
| Berkshire Hathaway (BRK.B) | 6.69% | 6.8% |
| ARK Autonomous Technology & Robotics ETF (ARKQ) | 4.97% | 6.27% |
| Microsoft (MSFT) | 6.69% | 5.96% |
| PayPal (PYPL) | 4.97% | 5.83% |
| Datadog (DDOG) | 4.97% | 5.48% |
| Synopsys (SNPS) | 6.69% | 5.37% |
| Intuitive Surgical (ISRG) | 4.97% | 5.35% |
| Thales (HO.PA) | 5.73% | 4.91% |
| Li Auto (LI) | 4.97% | 4.9% |
| PTC (PTC) | 4.97% | 4.71% |
| Salesforce (CRM) | 3.92% | 4.56% |
| Adobe (ADBE) | 4.97% | 3.85% |
| NVR (NVR) | 4.01% | 3.72% |
| Repligen (RGEN) | 3.63% | 3.56% |
| STMicroelectronics (STMMI.MI) | 4.01% | 2.92% |
| Axcelis (ACLS) | 4.87% | 2.61% |
| Alibaba (BABA) | 0.67% | 0.6% |