Portfolio Diversification
Range
Most Diversified
29 instruments
January 1, 2022
Least Diversified
24 instruments
July 12, 2025
Average
27.5 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 18.19% | 40.93% | 100% | - |
 Bitcoin (BTC) | 16.86% | 0% | 79.1% | 12/5/2024 |
| Apple (AAPL) | 11.58% | 9.71% | 100% | - |
| Microsoft (MSFT) | 5.08% | 8.75% | 100% | - |
 Tesla (TSLA) | 4.9% | 3.24% | 100% | - |
| Alphabet (GOOG) | 4.46% | 9.28% | 100% | - |
 Crowdstrike (CRWD) | 4% | 6.05% | 100% | - |
| Meta (META) | 3.64% | 4.02% | 100% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 3.55% | 0% | 56.45% | 2/9/2024 |
 Berkshire Hathaway (BRK.B) | 2.92% | 2.72% | 100% | - |
| Amazon (AMZN) | 2.44% | 3.57% | 100% | - |
 Qualcomm (QCOM) | 2.01% | 0% | 95.73% | 7/11/2025 |
 Visa (V) | 1.95% | 1.77% | 100% | - |
 Spotify (SPOT) | 1.78% | 2.7% | 100% | - |
 Illumina (ILMN) | 1.65% | 0.41% | 100% | - |
 Netflix (NFLX) | 1.54% | 1.92% | 100% | - |
 Starbucks (SBUX) | 1.51% | 0.66% | 100% | - |
 PayPal (PYPL) | 1.47% | 0.6% | 100% | - |
 Gold (Non Expiry) (GOLD) | 1.41% | 0% | 51.11% | 12/1/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.28% | 0.51% | 100% | - |
 Nike (NKE) | 1.21% | 0.4% | 100% | - |
 LiamDavies | 1.04% | 0.49% | 100% | - |
 VAULTA (A) | 0.87% | 0.18% | 100% | - |
 Ethereum Classic (ETC) | 0.75% | 0.32% | 100% | - |
 XRP (XRP) | 0.59% | 0% | 78.79% | 12/1/2024 |
 Zoom (ZM) | 0.52% | 0.25% | 100% | - |
 Dogecoin (DOGE) | 0.41% | 0.36% | 100% | - |
 Bruker (BRKR) | 0.03% | 0.75% | 3.51% | - |
 Flare (FLR) | 0.01% | 0.01% | 65.75% | - |
 Grail Inc (GRAL) | 0.01% | 0% | 28.91% | 7/11/2025 |
 Dash (DASH) | 0.01% | 0% | 1.83% | 1/24/2022 |
 Bitcoin Cash (BCH) | 0% | 0% | 1.83% | 1/24/2022 |
 Palantir (PLTR) | 0% | 0.35% | 0.76% | - |
 Songbird (SGB) | 0% | 0% | 0.53% | 1/10/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 14.37% | 28.92% |
| Apple (AAPL) | 10.19% | 12.25% |
| Alphabet (GOOG) | 6.18% | 5.68% |
| Microsoft (MSFT) | 6.18% | 5.54% |
| Tesla (TSLA) | 4.21% | 4.66% |
| Amazon (AMZN) | 4.78% | 4.01% |
| Meta (META) | 2.81% | 3.79% |
| Crowdstrike (CRWD) | 2.81% | 3.2% |
| Berkshire Hathaway (BRK.B) | 2.81% | 2.94% |
| Spotify (SPOT) | 1.4% | 2.07% |
| Netflix (NFLX) | 1.4% | 1.64% |
| Visa (V) | 1.4% | 1.38% |
| Qualcomm (QCOM) | 1.4% | 1.28% |
| PayPal (PYPL) | 2.81% | 0.9% |
| Starbucks (SBUX) | 1.4% | 0.84% |
| Illumina (ILMN) | 2.81% | 0.68% |
| Dogecoin (DOGE) | 1.4% | 0.64% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.4% | 0.62% |
| LiamDavies | 0.78% | 0.59% |
| Nike (NKE) | 1.4% | 0.5% |
| Ethereum Classic (ETC) | 0.73% | 0.47% |
| VAULTA (A) | 4.21% | 0.37% |
| Zoom (ZM) | 1.4% | 0.3% |
| Grail Inc (GRAL) | 0% | 0.02% |
| Flare (FLR) | 0.01% | 0.01% |
| Songbird (SGB) | 0% | 0% |