Portfolio Diversification
Range
Most Diversified
19 instruments
April 21, 2022
Least Diversified
0 instruments
March 31, 2022
Average
13.4 instruments
Most Consistent Holdings
Top 5
GOOG92.94%
MSFT75.76%
MA75.76%
V75.76%
SE75.76%
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) | 13.58% | 28.38% | 92.94% | - |
 GEMOLFund | 9.95% | 0% | 25.57% | 12/24/2024 |
 Invesco QQQ (QQQ) | 7% | 0% | 75.61% | 12/23/2024 |
 Tate & Lyle (TATE.L) | 6.97% | 0% | 74.2% | 12/23/2024 |
 Vanguard Information Technology (VGT) | 6.41% | 0% | 67.61% | 9/9/2024 |
 STB (STB.L) | 4.32% | 39.19% | 12.55% | - |
 Apple (AAPL) | 4.1% | 0% | 73.02% | 11/18/2024 |
 Endeavour Silver (EXK) | 4.03% | 30.71% | 12.47% | - |
| Mastercard (MA) | 3.85% | 0% | 75.76% | 12/23/2024 |
| Visa (V) | 3.76% | 0% | 75.76% | 12/23/2024 |
 Amazon (AMZN) | 3.71% | 0% | 73.02% | 11/18/2024 |
| Microsoft (MSFT) | 3.7% | 0% | 75.76% | 12/23/2024 |
 Shopify (SHOP) | 3.56% | 0% | 75.69% | 12/23/2024 |
 MercadoLibre (MELI) | 3.3% | 0% | 67.61% | 9/9/2024 |
 ASML (ASML) | 2.71% | 0% | 57.02% | 4/26/2024 |
 Marvell (MRVL) | 2.63% | 0% | 73.02% | 11/18/2024 |
 Micron (MU) | 2.48% | 0% | 57.02% | 4/26/2024 |
| Sea (SE) | 1.95% | 0% | 75.76% | 12/23/2024 |
 Pinterest (PINS) | 1.75% | 0% | 33.8% | 6/30/2023 |
 Meta (META) | 1.45% | 0% | 33.57% | 6/27/2023 |
 NVIDIA (NVDA) | 1.26% | 0% | 32.08% | 6/8/2023 |
 Upstart (UPST) | 1.02% | 0% | 75.76% | 12/23/2024 |
 Intel (INTC) | 0.55% | 0% | 18.75% | 12/23/2024 |
 Bitcoin (BTC) | 0.08% | 0% | 1.73% | 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% |