Portfolio Diversification
Range
Most Diversified
27 instruments
July 26, 2023
Least Diversified
1 instruments
November 12, 2022
Average
15.9 instruments
Most Consistent Holdings
Top 5
NVDA96.45%
SPY92.35%
AMZN91.69%
FTNT82.93%
AMD78.16%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 12, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 17.33% | 9.9% | 96.45% | - |
 Tesla (TSLA) | 8.63% | 0% | 73.39% | 11/20/2024 |
| AMD (AMD) | 7.77% | 32.88% | 78.16% | - |
 Alphabet (GOOG) | 6.69% | 0% | 26.94% | 7/31/2023 |
 Disney (DIS) | 5.65% | 11.29% | 77.38% | - |
| Fortinet (FTNT) | 5.56% | 0% | 82.93% | 3/11/2025 |
| Amazon (AMZN) | 4.14% | 8.85% | 91.69% | - |
 Oracle (ORCL) | 3.53% | 0% | 71.95% | 3/31/2025 |
 Planet Fitness (PLNT) | 3.38% | 0% | 67.85% | 3/31/2025 |
 Meta (META) | 3.21% | 0% | 67.07% | 3/11/2025 |
 McDonald's (MCD) | 3.07% | 0% | 72.73% | 4/7/2025 |
 Nike (NKE) | 2.67% | 17.78% | 74.5% | - |
 Apple (AAPL) | 2.47% | 0% | 71.62% | 3/31/2025 |
 Peloton (PTON) | 2.4% | 0% | 68.29% | 2/13/2025 |
 XRP (XRP) | 2.32% | 0% | 53.33% | 11/14/2024 |
 Leidos (LDOS) | 2.14% | 8.7% | 76.27% | - |
| SPDR S&P 500 ETF (SPY) | 2.12% | 0% | 92.35% | 4/7/2025 |
 Microsoft (MSFT) | 1.55% | 0% | 69.51% | 3/11/2025 |
 Mastercard (MA) | 1.37% | 0% | 68.18% | 2/28/2025 |
 Visa (V) | 1.25% | 0% | 67.52% | 2/28/2025 |
 Bitcoin (BTC) | 1.01% | 0% | 44.01% | 11/11/2024 |
 Ferrari (RACE) | 0.93% | 0% | 40.24% | 7/22/2024 |
 Wingstop (WING) | 0.5% | 0% | 15.19% | 12/7/2023 |
 Crowdstrike (CRWD) | 0.39% | 0% | 12.53% | 10/9/2023 |
 Airbus (AIR.PA) | 0.29% | 0% | 7.76% | 8/30/2023 |
 ConocoPhillips (COP) | 0.24% | 0% | 9.2% | 10/19/2023 |
 Thales (HO.PA) | 0.17% | 0% | 5.99% | 8/8/2023 |
 Gold (Non Expiry) (GOLD) | 0.07% | 0% | 2.11% | 7/3/2023 |
 Frontline (FRO) | 0.05% | 0% | 1.88% | 7/31/2023 |
 TSMC (TSM) | 0.04% | 0% | 1.22% | 6/20/2023 |
 Rivian (RIVN) | 0.02% | 0% | 0.78% | 7/21/2023 |
 Coca-Cola (KO) | 0.02% | 0% | 0.55% | 6/20/2023 |
 Rheinmetall (RHM.DE) | 0.01% | 0% | 0.89% | 8/2/2023 |
 Stellar (XLM) | 0% | 0% | 0.11% | 7/19/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 8.81% | 16.61% |
| Fortinet (FTNT) | 7.36% | 8.11% |
| Planet Fitness (PLNT) | 5.41% | 6.56% |
| Amazon (AMZN) | 5.17% | 5.81% |
| Meta (META) | 3.53% | 5.28% |
| AMD (AMD) | 7.39% | 5.16% |
| Disney (DIS) | 5.27% | 5.14% |
| McDonald's (MCD) | 5.24% | 4.32% |
| Oracle (ORCL) | 3.49% | 3.75% |
| Apple (AAPL) | 3.6% | 3.72% |
| Nike (NKE) | 5.17% | 3.24% |
| Leidos (LDOS) | 3.45% | 3.15% |
| Mastercard (MA) | 1.81% | 1.84% |
| Microsoft (MSFT) | 1.88% | 1.83% |
| Visa (V) | 1.72% | 1.71% |
| SPDR S&P 500 ETF (SPY) | 1.39% | 1.43% |
| Peloton (PTON) | 1.72% | 1.18% |