Portfolio Diversification
Range
Most Diversified
19 instruments
April 21, 2022
Least Diversified
0 instruments
March 31, 2022
Average
14.3 instruments
Most Consistent Holdings
Top 5
GOOG92.41%
MSFT82.35%
MA82.35%
V82.35%
SE82.35%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 12.17% | 32.15% | 92.41% | - |
 GEMOLFund | 10.82% | 0% | 27.79% | 12/24/2024 |
 Invesco QQQ (QQQ) | 7.61% | 0% | 82.18% | 12/23/2024 |
 Tate & Lyle (TATE.L) | 7.58% | 0% | 80.65% | 12/23/2024 |
 Vanguard Information Technology (VGT) | 6.97% | 0% | 73.49% | 9/9/2024 |
 Apple (AAPL) | 4.46% | 0% | 79.37% | 11/18/2024 |
| Mastercard (MA) | 4.19% | 0% | 82.35% | 12/23/2024 |
| Visa (V) | 4.09% | 0% | 82.35% | 12/23/2024 |
 Amazon (AMZN) | 4.04% | 0% | 79.37% | 11/18/2024 |
| Microsoft (MSFT) | 4.03% | 0% | 82.35% | 12/23/2024 |
 Shopify (SHOP) | 3.87% | 0% | 82.27% | 12/23/2024 |
 MercadoLibre (MELI) | 3.59% | 0% | 73.49% | 9/9/2024 |
 ASML (ASML) | 2.95% | 0% | 61.98% | 4/26/2024 |
 Marvell (MRVL) | 2.86% | 0% | 79.37% | 11/18/2024 |
 Micron (MU) | 2.7% | 0% | 61.98% | 4/26/2024 |
| Sea (SE) | 2.12% | 0% | 82.35% | 12/23/2024 |
 Pinterest (PINS) | 1.91% | 0% | 36.74% | 6/30/2023 |
 Endeavour Silver (EXK) | 1.71% | 32.32% | 4.94% | - |
 Meta (META) | 1.58% | 0% | 36.49% | 6/27/2023 |
 STB (STB.L) | 1.49% | 34.35% | 4.94% | - |
 NVIDIA (NVDA) | 1.36% | 0% | 34.87% | 6/8/2023 |
 Upstart (UPST) | 1.11% | 0% | 82.35% | 12/23/2024 |
 Intel (INTC) | 0.59% | 0% | 20.38% | 12/23/2024 |
 Bitcoin (BTC) | 0.09% | 0% | 1.88% | 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% |