Portfolio Diversification
Range
Most Diversified
19 instruments
April 21, 2022
Least Diversified
0 instruments
March 31, 2022
Average
12.7 instruments
Most Consistent Holdings
Top 5
GOOG93.41%
MSFT70.77%
MA70.77%
V70.77%
SE70.77%
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) | 14.52% | 28.57% | 93.41% | - |
 GEMOLFund | 9.29% | 0% | 23.88% | 12/24/2024 |
 Invesco QQQ (QQQ) | 6.54% | 0% | 70.62% | 12/23/2024 |
 Tate & Lyle (TATE.L) | 6.51% | 0% | 69.3% | 12/23/2024 |
 Vanguard Information Technology (VGT) | 5.99% | 0% | 63.15% | 9/9/2024 |
 Endeavour Silver (EXK) | 5.36% | 0% | 16.7% | 10/8/2025 |
 STB (STB.L) | 5.07% | 0% | 14.21% | 9/3/2025 |
 Amazon (AMZN) | 3.85% | 17.26% | 70.4% | - |
 Apple (AAPL) | 3.83% | 0% | 68.21% | 11/18/2024 |
| Mastercard (MA) | 3.6% | 0% | 70.77% | 12/23/2024 |
| Visa (V) | 3.52% | 0% | 70.77% | 12/23/2024 |
| Microsoft (MSFT) | 3.46% | 0% | 70.77% | 12/23/2024 |
 Shopify (SHOP) | 3.33% | 0% | 70.7% | 12/23/2024 |
 MercadoLibre (MELI) | 3.09% | 0% | 63.15% | 9/9/2024 |
 ASML (ASML) | 2.53% | 0% | 53.26% | 4/26/2024 |
 Marvell (MRVL) | 2.45% | 0% | 68.21% | 11/18/2024 |
 Micron (MU) | 2.32% | 0% | 53.26% | 4/26/2024 |
| Sea (SE) | 1.82% | 0% | 70.77% | 12/23/2024 |
 Pinterest (PINS) | 1.64% | 0% | 31.58% | 6/30/2023 |
 NVIDIA (NVDA) | 1.56% | 19.04% | 32.09% | - |
 Meta (META) | 1.35% | 0% | 31.36% | 6/27/2023 |
 Upstart (UPST) | 0.96% | 0% | 70.77% | 12/23/2024 |
 Intel (INTC) | 0.51% | 0% | 17.51% | 12/23/2024 |
 Bitcoin (BTC) | 0.07% | 0% | 1.61% | 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% |