Portfolio Diversification
Range
Most Diversified
22 instruments
May 29, 2025
Least Diversified
0 instruments
January 11, 2024
Average
13.2 instruments
Most Consistent Holdings
Top 5
TSLA87.05%
MSFT72.54%
RR.L59.93%
NVDA57.69%
BLK56.13%
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) | 10.24% | 0% | 59.93% | 4/3/2025 |
 Amazon (AMZN) | 8.21% | 0% | 51.3% | 11/6/2024 |
| Tesla (TSLA) | 7.84% | 3.94% | 87.05% | - |
 Goldman Sachs (GS) | 7.22% | 12.67% | 45.77% | - |
 Alphabet (GOOG) | 7.14% | 0% | 43.18% | 9/19/2024 |
| NVIDIA (NVDA) | 6.59% | 3.13% | 57.69% | - |
 Visa (V) | 4.69% | 8.32% | 44.91% | - |
 MSG Sports (MSGS) | 4.33% | 7.09% | 45.77% | - |
 Eli Lilly (LLY) | 4.16% | 0% | 43.18% | 2/6/2025 |
 PayPal (PYPL) | 2.72% | 0% | 20.03% | 9/23/2024 |
 Corecivic (CXW) | 2.57% | 0% | 26.6% | 4/29/2025 |
 Bitcoin (BTC) | 2.2% | 0% | 27.12% | 6/18/2024 |
| BlackRock (BLK) | 1.98% | 3.9% | 56.13% | - |
 Block Inc. (XYZ) | 1.85% | 3.43% | 45.77% | - |
 Berkshire Hathaway (BRK.B) | 1.76% | 4.18% | 32.64% | - |
 JPMorgan (JPM) | 1.56% | 2.79% | 48.01% | - |
 Santander (SAN.MC) | 1.35% | 3.32% | 21.59% | - |
 IIPR (IIPR) | 1.26% | 1.79% | 45.77% | - |
 Hedera Hashgraph (HBAR) | 1.16% | 2.53% | 43.7% | - |
 SPDR Gold (GLD) | 1.12% | 4.39% | 21.76% | - |
| Microsoft (MSFT) | 1.07% | 0.48% | 72.54% | - |
 Fiserv (FI) | 0.98% | 0% | 15.72% | 2/25/2025 |
 Meta (META) | 0.93% | 3% | 30.4% | - |
 Iron Mountain (IRM) | 0.85% | 0.83% | 53.37% | - |
 Supermicro (SMCI) | 0.81% | 0% | 25.39% | 6/25/2025 |
 MicroStrategy (MSTR) | 0.8% | 0% | 8.46% | 11/12/2024 |
 Synopsys (SNPS) | 0.77% | 0% | 45.6% | 7/3/2025 |
 T-Mobile (TMUS) | 0.75% | 0% | 29.88% | 4/3/2025 |
 UnitedHealth (UNH) | 0.73% | 3.89% | 15.54% | - |
 Equinix (EQIX) | 0.7% | 0% | 23.14% | 2/10/2025 |
 BNP Paribas (BNP.PA) | 0.62% | 4.46% | 13.47% | - |
 TSMC (TSM) | 0.52% | 0% | 25.04% | 6/23/2025 |
 Unipol (UNI.MI) | 0.5% | 3.72% | 13.13% | - |
 Salesforce (CRM) | 0.46% | 0% | 16.58% | 11/25/2024 |
 Wise (WISE.L) | 0.37% | 0% | 5.87% | 12/23/2024 |
 General Dynamics (GD) | 0.35% | 3.92% | 8.81% | - |
 AMSC (AMSC) | 0.35% | 7.28% | 5.18% | - |
 Walmart (WMT) | 0.32% | 0% | 14.34% | 1/28/2025 |
 EDP (EDP.LSB) | 0.22% | 3.95% | 5.18% | - |
 Apple (AAPL) | 0.22% | 0% | 10.88% | 8/20/2024 |
 ESP35 Index (Non Expiry) (ESP35) | 0.18% | 0% | 2.25% | 5/15/2025 |
 Palantir (PLTR) | 0.16% | 0% | 10.88% | 8/20/2024 |
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% |