Portfolio Diversification
Range
Most Diversified
19 instruments
April 21, 2022
Least Diversified
0 instruments
March 31, 2022
Average
13.8 instruments
Most Consistent Holdings
Top 5
GOOG92.75%
MSFT78.66%
MA78.66%
V78.66%
SE78.66%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 13.09% | 29.41% | 92.75% | - |
 GEMOLFund | 10.33% | 0% | 26.55% | 12/24/2024 |
 Invesco QQQ (QQQ) | 7.27% | 0% | 78.5% | 12/23/2024 |
 Tate & Lyle (TATE.L) | 7.24% | 0% | 77.04% | 12/23/2024 |
 Vanguard Information Technology (VGT) | 6.66% | 0% | 70.2% | 9/9/2024 |
 Apple (AAPL) | 4.26% | 0% | 75.81% | 11/18/2024 |
| Mastercard (MA) | 4% | 0% | 78.66% | 12/23/2024 |
| Visa (V) | 3.91% | 0% | 78.66% | 12/23/2024 |
 Amazon (AMZN) | 3.86% | 0% | 75.81% | 11/18/2024 |
| Microsoft (MSFT) | 3.85% | 0% | 78.66% | 12/23/2024 |
 Shopify (SHOP) | 3.7% | 0% | 78.58% | 12/23/2024 |
 MercadoLibre (MELI) | 3.43% | 0% | 70.2% | 9/9/2024 |
 STB (STB.L) | 3.03% | 35.33% | 9.2% | - |
 Endeavour Silver (EXK) | 2.97% | 32.81% | 9.2% | - |
 ASML (ASML) | 2.81% | 0% | 59.2% | 4/26/2024 |
 Marvell (MRVL) | 2.73% | 0% | 75.81% | 11/18/2024 |
 Micron (MU) | 2.58% | 0% | 59.2% | 4/26/2024 |
| Sea (SE) | 2.02% | 0% | 78.66% | 12/23/2024 |
 Pinterest (PINS) | 1.82% | 0% | 35.1% | 6/30/2023 |
 Meta (META) | 1.51% | 0% | 34.85% | 6/27/2023 |
 NVIDIA (NVDA) | 1.3% | 0% | 33.31% | 6/8/2023 |
 Upstart (UPST) | 1.06% | 0% | 78.66% | 12/23/2024 |
 Intel (INTC) | 0.57% | 0% | 19.46% | 12/23/2024 |
 Bitcoin (BTC) | 0.08% | 0% | 1.79% | 2/28/2024 |
 Svitzer (SVITZR.CO) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 14.55% | 17.97% |