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Portfolio Diversification
Range
Most Diversified
61 instruments
January 5, 2023
Least Diversified
48 instruments
January 8, 2025
Average
55.2 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
MSFT100%
AMZN100%
GE100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 6.3% | 5.42% | 100% | - |
 Palantir (PLTR) | 4.98% | 9.92% | 66.75% | - |
 Shopify (SHOP) | 4.6% | 6.72% | 100% | - |
 Crowdstrike (CRWD) | 3.87% | 3.98% | 100% | - |
 Axon (AXON) | 2.77% | 2.48% | 100% | - |
| Microsoft (MSFT) | 2.74% | 1.93% | 100% | - |
 Uber (UBER) | 2.67% | 3.73% | 100% | - |
 Netflix (NFLX) | 2.29% | 2.27% | 100% | - |
 ASML (ASML) | 2.17% | 4.45% | 100% | - |
| Alphabet (GOOG) | 2.1% | 2.68% | 100% | - |
 Cloudflare (NET) | 2.1% | 2.98% | 100% | - |
 United Rentals (URI) | 2.08% | 1.69% | 100% | - |
 AMD (AMD) | 2.02% | 2.01% | 100% | - |
 Lam Research (LRCX) | 1.94% | 3.42% | 100% | - |
 MercadoLibre (MELI) | 1.93% | 1.37% | 100% | - |
| Amazon (AMZN) | 1.93% | 1.67% | 100% | - |
 TSMC (TSM) | 1.87% | 2.81% | 100% | - |
| GE (GE) | 1.87% | 2.37% | 100% | - |
| Apple (AAPL) | 1.78% | 1.53% | 100% | - |
 Adobe (ADBE) | 1.77% | 0.67% | 100% | - |
 Intuitive Surgical (ISRG) | 1.69% | 1.39% | 100% | - |
 Vanguard Growth ETF (VUG) | 1.6% | 1.45% | 100% | - |
 Roblox (RBLX) | 1.59% | 1.23% | 100% | - |
 Take-Two (TTWO) | 1.56% | 1.32% | 100% | - |
 State Street Financial Select Sector SPDR ETF (XLF) | 1.55% | 1.26% | 100% | - |
 Trade Desk (TTD) | 1.54% | 0.38% | 100% | - |
 Twilio (TWLO) | 1.52% | 1.68% | 100% | - |
 JPMorgan (JPM) | 1.52% | 1.48% | 100% | - |
 Airbnb (ABNB) | 1.46% | 0.96% | 100% | - |
 Pinterest (PINS) | 1.44% | 0.58% | 100% | - |
 Monday.com (MNDY) | 1.44% | 0.39% | 93.88% | - |
 Sea (SE) | 1.4% | 0.99% | 100% | - |
 Datadog (DDOG) | 1.37% | 1.05% | 100% | - |
 Mastercard (MA) | 1.34% | 1.02% | 100% | - |
 DigitalOcean (DOCN) | 1.34% | 1.84% | 100% | - |
 Zscaler (ZS) | 1.34% | 0.75% | 100% | - |
 Qualcomm (QCOM) | 1.32% | 0.79% | 100% | - |
 Goldman Sachs (GS) | 1.21% | 1.37% | 100% | - |
 IDEXX (IDXX) | 1.16% | 0.91% | 100% | - |
 BWX Technologies (BWXT) | 1.15% | 2.08% | 73.9% | - |
 Snowflake (SNOW) | 1.13% | 0.8% | 100% | - |
 Dutch Bros (BROS) | 1.07% | 0.92% | 100% | - |
 Nike (NKE) | 1.02% | 0.41% | 100% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 1.01% | 0% | 69.51% | 3/28/2025 |
 PUMA (PUM.DE) | 1% | 0.3% | 100% | - |
 PayPal (PYPL) | 0.88% | 0.4% | 100% | - |
 Cadence (CDNS) | 0.77% | 0.8% | 73.9% | - |
 Etsy (ETSY) | 0.67% | 0% | 62.62% | 1/7/2025 |
 Starbucks (SBUX) | 0.66% | 0% | 57.88% | 11/13/2024 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.62% | 0% | 62.62% | 1/7/2025 |
 Arista (ANET) | 0.61% | 2.58% | 30.49% | - |
 ASML (ASML.NV) | 0.58% | 4.03% | 19.72% | - |
 Enphase (ENPH) | 0.57% | 0% | 62.62% | 1/7/2025 |
 Unity (U) | 0.54% | 0% | 44.79% | 6/13/2024 |
 DexCom (DXCM) | 0.53% | 1.17% | 37.12% | - |
 IIPR (IIPR) | 0.53% | 0% | 57.88% | 11/13/2024 |
 Zalando (ZAL.DE) | 0.49% | 0% | 44.79% | 6/13/2024 |
 Disney (DIS) | 0.48% | 0% | 33.25% | 1/29/2024 |
 Moderna (MRNA) | 0.44% | 0% | 62.62% | 1/7/2025 |
 Zoom (ZM) | 0.43% | 0% | 44.79% | 6/13/2024 |
 Orsted (ORSTED.CO) | 0.41% | 0% | 44.79% | 6/13/2024 |
 Ford (F) | 0.41% | 0% | 33.25% | 1/29/2024 |
 Spotify (SPOT) | 0.4% | 1.33% | 30.49% | - |
 Block Inc. (XYZ) | 0.32% | 0% | 25.67% | 11/2/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.11% | 0% | 6.12% | 3/15/2023 |
 Roku (ROKU) | 0.1% | 0.09% | 100% | - |
 Teladoc (TDOC) | 0.05% | 0% | 4.57% | 2/24/2023 |
 GE Vernova (GEV) | 0.03% | 0% | 6.03% | 6/13/2024 |
 Novavax (NVAX) | 0.01% | 0% | 62.62% | 1/7/2025 |
 GE HealthCare (GEHC) | 0.01% | 0% | 4.31% | 2/24/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Palantir (PLTR) | 2.22% | 10.81% |
| Shopify (SHOP) | 5.87% | 8% |
| NVIDIA (NVDA) | 4.92% | 5.17% |
| Crowdstrike (CRWD) | 2.53% | 4.11% |
| Uber (UBER) | 5.6% | 3.72% |
| ASML (ASML) | 4.15% | 3.24% |
| ASML (ASML.NV) | 4.19% | 2.91% |
| Axon (AXON) | 1.56% | 2.7% |
| Cloudflare (NET) | 1.39% | 2.65% |
| Alphabet (GOOG) | 1.83% | 2.59% |
| Lam Research (LRCX) | 1.48% | 2.5% |
| TSMC (TSM) | 1.39% | 2.34% |
| Arista (ANET) | 3.4% | 2.33% |
| GE (GE) | 1.33% | 2.24% |
| Microsoft (MSFT) | 2.53% | 2.19% |
| Netflix (NFLX) | 1.3% | 2.08% |
| AMD (AMD) | 1.65% | 2.04% |
| Twilio (TWLO) | 1.39% | 1.76% |
| United Rentals (URI) | 1.56% | 1.75% |
| Amazon (AMZN) | 1.56% | 1.7% |
| BWX Technologies (BWXT) | 1.58% | 1.64% |
| Roblox (RBLX) | 1.3% | 1.57% |
| JPMorgan (JPM) | 1.39% | 1.56% |
| Apple (AAPL) | 1.83% | 1.54% |
| Take-Two (TTWO) | 1.3% | 1.53% |
| Intuitive Surgical (ISRG) | 1.48% | 1.52% |
| MercadoLibre (MELI) | 1.48% | 1.49% |
| Vanguard Growth ETF (VUG) | 1.48% | 1.44% |
| Goldman Sachs (GS) | 1.3% | 1.42% |
| Spotify (SPOT) | 3.38% | 1.37% |
| Sea (SE) | 1.3% | 1.35% |
| State Street Financial Select Sector SPDR ETF (XLF) | 1.83% | 1.3% |
| DigitalOcean (DOCN) | 1.56% | 1.15% |
| DexCom (DXCM) | 2.92% | 1.12% |
| Mastercard (MA) | 1.39% | 1.07% |
| Datadog (DDOG) | 1.3% | 1.06% |
| Dutch Bros (BROS) | 1.3% | 1.04% |
| Zscaler (ZS) | 1.39% | 1.03% |
| IDEXX (IDXX) | 1.3% | 0.98% |
| Qualcomm (QCOM) | 1.56% | 0.98% |
| Airbnb (ABNB) | 1.56% | 0.96% |
| Snowflake (SNOW) | 1.3% | 0.94% |
| Adobe (ADBE) | 1.91% | 0.86% |
| Cadence (CDNS) | 1.4% | 0.8% |
| Pinterest (PINS) | 1.48% | 0.77% |
| Monday.com (MNDY) | 1.45% | 0.72% |
| PayPal (PYPL) | 1.48% | 0.49% |
| Trade Desk (TTD) | 1.39% | 0.49% |
| Nike (NKE) | 1.65% | 0.45% |
| PUMA (PUM.DE) | 1.83% | 0.27% |
| Roku (ROKU) | 0.18% | 0.09% |
Cash & Instruments Over Time
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