Portfolio Diversification
Range
Most Diversified
17 instruments
July 18, 2023
Least Diversified
0 instruments
November 14, 2025
Average
13.4 instruments
Most Consistent Holdings
Top 5
BABA99.81%
MSFT95%
NVDA90.57%
AMZN73.42%
COP69.65%
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) | 14.55% | 1.59% | 90.57% | - |
| Alibaba (BABA) | 13.12% | 18.54% | 99.81% | - |
| Microsoft (MSFT) | 11.5% | 0% | 95% | 10/15/2025 |
| Amazon (AMZN) | 8.85% | 7.96% | 73.42% | - |
 Alphabet (GOOG) | 7.49% | 0% | 67.77% | 12/30/2024 |
 Apple (AAPL) | 5.45% | 0% | 67.77% | 12/30/2024 |
 MetLife (MET) | 4.64% | 0% | 67.77% | 12/30/2024 |
 DividendGrowth | 3.63% | 0% | 46.84% | 12/2/2024 |
| ConocoPhillips (COP) | 2.69% | 0% | 69.65% | 6/16/2025 |
 Nio (NIO) | 2.48% | 0% | 39.87% | 3/7/2024 |
 Uber (UBER) | 2.4% | 0% | 33.93% | 6/24/2025 |
 Micron (MU) | 2.22% | 30.85% | 13.01% | - |
 Atlassian (TEAM) | 2.05% | 0% | 15.83% | 12/3/2025 |
 ExxonMobil (XOM) | 1.69% | 0% | 53.44% | 2/10/2025 |
 DraftKings (DKNG) | 1.55% | 0% | 45.43% | 9/24/2025 |
 PayPal (PYPL) | 1.32% | 0% | 23.47% | 3/7/2024 |
 Meta (META) | 1.28% | 10.51% | 41.09% | - |
 Alphabet (GOOGL) | 1.07% | 0% | 30.54% | 11/28/2023 |
 Iris Energy (IREN) | 1.02% | 4.65% | 22.34% | - |
 AppLovin (APP) | 0.89% | 0% | 8.29% | 9/12/2025 |
 GXO Logistics (GXO) | 0.85% | 0% | 12.35% | 6/25/2025 |
 Blueprint Medicines (BPMC) | 0.82% | 0% | 11.5% | 6/16/2025 |
 Hedera Hashgraph (HBAR) | 0.81% | 0% | 64.94% | 11/30/2024 |
 Disney (DIS) | 0.77% | 0% | 25.16% | 3/25/2024 |
 Wix (WIX) | 0.62% | 0% | 10.18% | 10/30/2025 |
 Duolingo (DUOL) | 0.53% | 5.2% | 7.92% | - |
 Burlington (BURL) | 0.52% | 0% | 16.59% | 11/28/2023 |
 Chesapeake (EXE) | 0.46% | 0% | 9.14% | 10/14/2025 |
 AMD (AMD) | 0.4% | 0% | 20.36% | 1/31/2025 |
 Solana (SOL) | 0.38% | 0% | 13.95% | 6/25/2025 |
 Marvell (MRVL) | 0.36% | 0% | 17.34% | 12/30/2024 |
 Palantir (PLTR) | 0.35% | 0% | 13.76% | 5/30/2023 |
 Neurocrine Biosciences (NBIX) | 0.33% | 0% | 22.9% | 1/28/2025 |
 Western Digital (WDC) | 0.33% | 0% | 6.22% | 3/6/2025 |
 IOTA (MIOTA) | 0.3% | 0% | 16.97% | 5/29/2024 |
 Arcturus Therapeutics (ARCT) | 0.28% | 0% | 11.31% | 10/30/2025 |
 Adobe (ADBE) | 0.19% | 0% | 3.02% | 10/14/2025 |
 OptimizeRx (OPRX) | 0.18% | 0% | 6.22% | 3/6/2025 |
 BioNano (BNGO) | 0.17% | 0% | 23.47% | 3/7/2024 |
 Cadiz (CDZI) | 0.13% | 2.96% | 4.81% | - |
 FedEx (FDX) | 0.13% | 0% | 1.89% | 7/14/2025 |
 Rheinmetall (RHM.DE) | 0.1% | 5.4% | 2.26% | - |
 Teck (TECK) | 0.1% | 0% | 2.36% | 8/11/2025 |
 easyJet (EZJ.L) | 0.09% | 0% | 2.36% | 8/11/2025 |
 Ferrari (RACE) | 0.05% | 0% | 1.89% | 10/30/2025 |
 Canaan (CAN) | 0.03% | 0.97% | 2.73% | - |
 Sandisk Corp/DE (SNDK) | 0.01% | 0% | 0.75% | 3/6/2025 |
 GameStop (GME) | 0.01% | 0% | 0.75% | 12/7/2023 |
 AeroVironment (AVAV) | 0% | 0% | 0.09% | 6/25/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 29.67% | 26.91% |
| NVIDIA (NVDA) | 5.7% | 16.27% |
| Alibaba (BABA) | 15.56% | 14.22% |
| Uber (UBER) | 12.01% | 9.89% |
| Western Digital (WDC) | 5.84% | 5.15% |
| ConocoPhillips (COP) | 5.58% | 4.8% |
| DraftKings (DKNG) | 4.94% | 4.36% |
| Iris Energy (IREN) | 4.9% | 4.24% |
| Meta (META) | 3.16% | 3.83% |
| OptimizeRx (OPRX) | 3.95% | 3.34% |
| ExxonMobil (XOM) | 3.1% | 2.87% |
| AMD (AMD) | 3.46% | 2.23% |
| Neurocrine Biosciences (NBIX) | 1.98% | 1.77% |