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Portfolio Diversification
Range
Most Diversified
24 instruments
March 31, 2026
Least Diversified
0 instruments
March 31, 2022
Average
12.8 instruments
Most Consistent Holdings
Top 5
GOOG84.49%
MSFT74.33%
AMZN66.26%
MA56.1%
V56.1%
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) | 13.3% | 3.6% | 84.49% | - |
 GEMOLFund | 7.37% | 0% | 18.93% | 12/24/2024 |
 Invesco QQQ (QQQ) | 5.18% | 0% | 55.98% | 12/23/2024 |
 Tate & Lyle (TATE.L) | 5.16% | 0% | 54.94% | 12/23/2024 |
| Microsoft (MSFT) | 4.76% | 10.77% | 74.33% | - |
 Vanguard Information Technology (VGT) | 4.75% | 0% | 50.06% | 9/9/2024 |
 Endeavour Silver (EXK) | 4.48% | 4.16% | 18% | - |
 STB (STB.L) | 4.02% | 0% | 11.27% | 9/3/2025 |
| Amazon (AMZN) | 4% | 3.8% | 66.26% | - |
 Apple (AAPL) | 3.04% | 0% | 54.07% | 11/18/2024 |
| Mastercard (MA) | 2.85% | 0% | 56.1% | 12/23/2024 |
| Visa (V) | 2.79% | 0% | 56.1% | 12/23/2024 |
 Meta (META) | 2.78% | 4.46% | 43.55% | - |
 Shopify (SHOP) | 2.64% | 0% | 56.04% | 12/23/2024 |
 MercadoLibre (MELI) | 2.45% | 0% | 50.06% | 9/9/2024 |
 NVIDIA (NVDA) | 2.1% | 0% | 31.65% | 2/13/2026 |
 ASML (ASML) | 2.02% | 3.65% | 42.62% | - |
 Marvell (MRVL) | 1.95% | 0% | 54.07% | 11/18/2024 |
 Micron (MU) | 1.84% | 1.92% | 42.57% | - |
 Sea (SE) | 1.44% | 0% | 56.1% | 12/23/2024 |
 Pinterest (PINS) | 1.3% | 0% | 25.03% | 6/30/2023 |
 Upstart (UPST) | 0.76% | 0% | 56.1% | 12/23/2024 |
 BP (BP.L) | 0.64% | 0% | 14.69% | 10/14/2026 |
 Shell (SHEL.L) | 0.63% | 4.78% | 15.04% | - |
 TotalEnergies (TTE.PA) | 0.44% | 3.79% | 11.73% | - |
 Chevron (CVX.US) | 0.42% | 4.01% | 11.73% | - |
 ExxonMobil (XOM) | 0.42% | 3.92% | 11.61% | - |
 Intel (INTC) | 0.41% | 0% | 13.88% | 12/23/2024 |
 Newmont (NEM) | 0.37% | 4.16% | 13.41% | - |
 Barrick (B) | 0.35% | 3.73% | 13.41% | - |
 Oracle (ORCL) | 0.31% | 4.29% | 9% | - |
 Occidental (OXY) | 0.29% | 5.84% | 13.12% | - |
 Fresnillo (FRES.L) | 0.29% | 2.86% | 13.3% | - |
 Adobe (ADBE) | 0.26% | 1.87% | 13.41% | - |
 Bitcoin (BTC) | 0.24% | 0% | 5.87% | 5/11/2026 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.21% | 2.02% | 11.5% | - |
 Crowdstrike (CRWD) | 0.19% | 0% | 4.24% | 5/11/2026 |
 Ethereum (ETH) | 0.19% | 0% | 4.59% | 5/11/2026 |
 Global X Silver Miners ETF (SIL) | 0.18% | 2.48% | 13.36% | - |
 Netflix (NFLX) | 0.18% | 3.34% | 4.76% | - |
 Chainlink (LINK) | 0.18% | 0% | 4.59% | 5/11/2026 |
 XRP (XRP) | 0.13% | 0% | 3.19% | 5/11/2026 |
 Cardano (ADA) | 0.13% | 0% | 3.14% | 5/11/2026 |
 Hedera Hashgraph (HBAR) | 0.13% | 0% | 3.19% | 5/11/2026 |
 Avalanche (AVAX) | 0.04% | 0% | 1.39% | 1/29/2026 |
 Coeur (CDE) | 0.04% | 3.23% | 1.16% | - |
 Omnicom (OMC) | 0.03% | 0% | 1.39% | 1/29/2026 |
 Trade Desk (TTD) | 0.03% | 0% | 1.34% | 1/28/2026 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.02% | 0% | 0.29% | 2/18/2026 |
 Sandisk Corp/DE (SNDK) | 0.02% | 3.66% | 0.46% | - |
 Cerebras Systems, Inc (CBRS) | 0.02% | 3% | 0.46% | - |
 AppLovin (APP) | 0.01% | 1.88% | 0.46% | - |
 Svitzer (SVITZR.CO) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 20.34% | 32.2% |
| Meta (META) | 28.37% | 23.66% |
| NVIDIA (NVDA) | 19.34% | 16.8% |
| Amazon (AMZN) | 19.34% | 16.78% |
| Microsoft (MSFT) | 12.57% | 10.53% |
Cash & Instruments Over Time
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