Portfolio Diversification
Range
Most Diversified
25 instruments
November 4, 2025
Least Diversified
0 instruments
January 11, 2024
Average
14.5 instruments
Most Consistent Holdings
Top 5
TSLA88.84%
MSFT76.67%
BLK62.9%
IRM60.58%
NVDA60.43%
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) | 8.59% | 0% | 50.29% | 4/3/2025 |
 Goldman Sachs (GS) | 7.56% | 0% | 50.43% | 11/6/2025 |
| Tesla (TSLA) | 7.29% | 4.84% | 88.84% | - |
 Amazon (AMZN) | 6.89% | 0% | 43.04% | 11/6/2024 |
 Alphabet (GOOG) | 5.99% | 0% | 36.23% | 9/19/2024 |
| NVIDIA (NVDA) | 5.89% | 0% | 60.43% | 11/6/2025 |
 Visa (V) | 5.19% | 7.8% | 53.48% | - |
 MSG Sports (MSGS) | 4.42% | 0% | 49.13% | 10/28/2025 |
 Eli Lilly (LLY) | 3.49% | 0% | 36.23% | 2/6/2025 |
 PayPal (PYPL) | 2.29% | 0% | 16.81% | 9/23/2024 |
| BlackRock (BLK) | 2.23% | 3.44% | 62.9% | - |
 Corecivic (CXW) | 2.15% | 0% | 22.32% | 4/29/2025 |
 Berkshire Hathaway (BRK.B) | 2.13% | 4.31% | 43.19% | - |
 Block Inc. (XYZ) | 2.05% | 2.62% | 54.2% | - |
 Bitcoin (BTC) | 1.85% | 0% | 22.75% | 6/18/2024 |
 SPDR Gold (GLD) | 1.7% | 5.35% | 34.06% | - |
 JPMorgan (JPM) | 1.65% | 0% | 52.32% | 11/6/2025 |
 Santander (SAN.MC) | 1.53% | 0% | 30.14% | 11/6/2025 |
 UnitedHealth (UNH) | 1.32% | 4.47% | 28.84% | - |
 IIPR (IIPR) | 1.32% | 1.58% | 54.2% | - |
 Hedera Hashgraph (HBAR) | 1.26% | 1.34% | 52.46% | - |
 Meta (META) | 1.19% | 2.42% | 41.3% | - |
 BNP Paribas (BNP.PA) | 1.12% | 3.91% | 27.1% | - |
 AMSC (AMSC) | 1.07% | 0% | 15.22% | 10/29/2025 |
 Unipol (UNI.MI) | 0.99% | 3.9% | 26.81% | - |
| Microsoft (MSFT) | 0.97% | 0.44% | 76.67% | - |
 General Dynamics (GD) | 0.92% | 4.01% | 23.19% | - |
| Iron Mountain (IRM) | 0.84% | 0.7% | 60.58% | - |
 EDP (EDP.LSB) | 0.83% | 4.05% | 20.14% | - |
 Fiserv (FISV) | 0.82% | 0% | 13.19% | 2/25/2025 |
 MicroStrategy (MSTR) | 0.81% | 2.58% | 12.03% | - |
 Supermicro (SMCI) | 0.68% | 0% | 21.3% | 6/25/2025 |
 Synopsys (SNPS) | 0.64% | 0% | 38.26% | 7/3/2025 |
 T-Mobile (TMUS) | 0.63% | 0% | 25.07% | 4/3/2025 |
 Equinix (EQIX) | 0.59% | 0% | 19.42% | 2/10/2025 |
 Wise (WISE.L) | 0.53% | 4.43% | 9.86% | - |
 TSMC (TSM) | 0.44% | 0% | 21.01% | 6/23/2025 |
 Salesforce (CRM) | 0.38% | 0% | 13.91% | 11/25/2024 |
 Ferrari (RACE) | 0.3% | 5.91% | 4.93% | - |
 Walmart (WMT) | 0.27% | 0% | 12.03% | 1/28/2025 |
 Apple (AAPL) | 0.18% | 0% | 9.13% | 8/20/2024 |
 ESP35 Index (Non Expiry) (ESP35) | 0.15% | 0% | 1.88% | 5/15/2025 |
 Sezzle (SEZL) | 0.14% | 2.85% | 4.93% | - |
 Wix (WIX) | 0.13% | 2.67% | 4.2% | - |
 Palantir (PLTR) | 0.13% | 0% | 9.13% | 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 (FISV) | 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% |