Portfolio Diversification
Range
Most Diversified
22 instruments
May 29, 2025
Least Diversified
0 instruments
January 11, 2024
Average
12.1 instruments
Most Consistent Holdings
Top 5
TSLA85.52%
MSFT68.88%
RR.L67.91%
AMZN58.12%
NVDA52.05%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 11, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Rolls-Royce (RR.L) | 11.6% | 0% | 67.91% | 4/3/2025 |
| Amazon (AMZN) | 9.3% | 0% | 58.12% | 11/6/2024 |
| Tesla (TSLA) | 8.35% | 4.17% | 85.52% | - |
 Alphabet (GOOG) | 8.09% | 0% | 48.92% | 9/19/2024 |
| NVIDIA (NVDA) | 7.06% | 2.97% | 52.05% | - |
 Goldman Sachs (GS) | 6.47% | 12.68% | 38.55% | - |
 Eli Lilly (LLY) | 4.71% | 0% | 48.92% | 2/6/2025 |
 Visa (V) | 4.09% | 10.93% | 37.77% | - |
 MSG Sports (MSGS) | 3.85% | 8.46% | 38.55% | - |
 PayPal (PYPL) | 3.09% | 0% | 22.7% | 9/23/2024 |
 Corecivic (CXW) | 2.91% | 0% | 30.14% | 4/29/2025 |
 Bitcoin (BTC) | 2.5% | 0% | 30.72% | 6/18/2024 |
 BlackRock (BLK) | 1.73% | 4.09% | 50.68% | - |
 Block Inc. (XYZ) | 1.65% | 3.52% | 38.55% | - |
 Berkshire Hathaway (BRK.B) | 1.38% | 5.24% | 23.68% | - |
 JPMorgan (JPM) | 1.38% | 3.1% | 41.49% | - |
 IIPR (IIPR) | 1.16% | 2.19% | 38.55% | - |
| Microsoft (MSFT) | 1.14% | 0.53% | 68.88% | - |
 Fiserv (FI) | 1.11% | 0% | 17.81% | 2/25/2025 |
 Hedera Hashgraph (HBAR) | 1.04% | 1.88% | 36.2% | - |
 MicroStrategy (MSTR) | 0.9% | 0% | 9.59% | 11/12/2024 |
 T-Mobile (TMUS) | 0.85% | 0% | 33.86% | 4/3/2025 |
 Supermicro (SMCI) | 0.84% | 2.18% | 25.24% | - |
 Iron Mountain (IRM) | 0.83% | 1.1% | 47.16% | - |
 Synopsys (SNPS) | 0.81% | 1.15% | 46.58% | - |
 Equinix (EQIX) | 0.79% | 0% | 26.22% | 2/10/2025 |
 Santander (SAN.MC) | 0.73% | 8.71% | 11.15% | - |
 Meta (META) | 0.65% | 3.26% | 21.33% | - |
 SPDR Gold (GLD) | 0.63% | 5.27% | 11.35% | - |
 TSMC (TSM) | 0.52% | 2.17% | 25.24% | - |
 Salesforce (CRM) | 0.52% | 0% | 18.79% | 11/25/2024 |
 Wise (WISE.L) | 0.42% | 0% | 6.65% | 12/23/2024 |
 Walmart (WMT) | 0.37% | 0% | 16.24% | 1/28/2025 |
 Apple (AAPL) | 0.25% | 0% | 12.33% | 8/20/2024 |
 UnitedHealth (UNH) | 0.22% | 5.21% | 4.31% | - |
 ESP35 Index (Non Expiry) (ESP35) | 0.2% | 0% | 2.54% | 5/15/2025 |
 Palantir (PLTR) | 0.18% | 0% | 12.33% | 8/20/2024 |
 BNP Paribas (BNP.PA) | 0.1% | 5.08% | 1.96% | - |
 Unipol (UNI.MI) | 0.08% | 4.34% | 1.96% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Goldman Sachs (GS) | 22.59% | 22.52% |
| MSG Sports (MSGS) | 10.84% | 11.34% |
| Visa (V) | 9.94% | 10.58% |
| Corecivic (CXW) | 9.94% | 10.33% |
| Fiserv (FI) | 6.32% | 6.17% |
| Block Inc. (XYZ) | 5.42% | 5.22% |
| Hedera Hashgraph (HBAR) | 4.52% | 3.47% |
| JPMorgan (JPM) | 2.98% | 3.17% |
| IIPR (IIPR) | 4.52% | 3% |
| Walmart (WMT) | 1.81% | 2.03% |
| Eli Lilly (LLY) | 1.93% | 1.93% |
| Equinix (EQIX) | 1.4% | 1.57% |
| BlackRock (BLK) | 1.36% | 1.57% |
| T-Mobile (TMUS) | 1.36% | 1.49% |
| Synopsys (SNPS) | 1.36% | 1.3% |
| Iron Mountain (IRM) | 1.36% | 1.28% |
| Microsoft (MSFT) | 0.54% | 0.54% |