Portfolio Diversification
Range
Most Diversified
7 instruments
March 19, 2024
Least Diversified
0 instruments
February 3, 2024
Average
1.9 instruments
Most Consistent Holdings
Top 5
META49.5%
AAPL49.22%
AMD40.01%
OGI12.18%
MELI9.7%
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 |
|---|---|---|---|---|
| Meta (META) | 49.5% | 0% | 49.5% | 2/2/2024 |
| Apple (AAPL) | 37.26% | 79.16% | 49.22% | - |
| AMD (AMD) | 8.76% | 0% | 40.01% | 10/6/2025 |
| Organigram (OGI) | 1.49% | 0% | 12.18% | 8/21/2024 |
| MercadoLibre (MELI) | 0.75% | 12.9% | 9.7% | - |
 NVIDIA (NVDA) | 0.37% | 7.88% | 4.39% | - |
 Microsoft (MSFT) | 0.28% | 0% | 7.58% | 7/26/2024 |
 Amazon (AMZN) | 0.19% | 0% | 5.74% | 11/7/2024 |
 Niu (NIU) | 0.15% | 0% | 2.12% | 4/5/2024 |
 Block Inc. (XYZ) | 0.07% | 0% | 3.97% | 7/18/2024 |
 Nikola (NKLAQ) | 0.05% | 0% | 1.49% | 4/1/2024 |
 22nd Century Group (XXII) | 0.05% | 0% | 1.7% | 4/5/2024 |
 Alibaba (BABA) | 0.04% | 0% | 0.5% | 1/7/2022 |
 MongoDB (MDB) | 0.01% | 0% | 0.14% | 1/5/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 63.72% | 76.82% |
| AMD (AMD) | 36.28% | 23.18% |