Portfolio Diversification
Range
Most Diversified
21 instruments
February 19, 2025
Least Diversified
0 instruments
January 11, 2024
Average
11.2 instruments
Most Consistent Holdings
Top 5
TSLA83.98%
RR.L75.11%
MSFT65.58%
AMZN64.29%
GOOG54.11%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 11, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Rolls-Royce (RR.L) | 12.83% | 0% | 75.11% | 4/3/2025 |
| Amazon (AMZN) | 10.29% | 0% | 64.29% | 11/6/2024 |
| Alphabet (GOOG) | 8.94% | 0% | 54.11% | 9/19/2024 |
| Tesla (TSLA) | 8.75% | 3.88% | 83.98% | - |
 NVIDIA (NVDA) | 7.52% | 2.43% | 46.97% | - |
 Goldman Sachs (GS) | 5.84% | 11.99% | 32.03% | - |
 Eli Lilly (LLY) | 5.21% | 0% | 54.11% | 2/6/2025 |
 PayPal (PYPL) | 3.41% | 0% | 25.11% | 9/23/2024 |
 Visa (V) | 3.37% | 11.08% | 31.17% | - |
 MSG Sports (MSGS) | 3.31% | 9.64% | 32.03% | - |
 Corecivic (CXW) | 2.99% | 10.56% | 31.17% | - |
 Bitcoin (BTC) | 2.76% | 0% | 33.98% | 6/18/2024 |
 Block Inc. (XYZ) | 1.48% | 3.32% | 32.03% | - |
 BlackRock (BLK) | 1.48% | 4.13% | 45.45% | - |
 Fiserv (FI) | 1.23% | 0% | 19.7% | 2/25/2025 |
| Microsoft (MSFT) | 1.21% | 0.47% | 65.58% | - |
 JPMorgan (JPM) | 1.2% | 3.08% | 35.28% | - |
 IIPR (IIPR) | 1.05% | 2.33% | 32.03% | - |
 MicroStrategy (MSTR) | 1% | 0% | 10.61% | 11/12/2024 |
 T-Mobile (TMUS) | 0.94% | 0% | 37.45% | 4/3/2025 |
 Berkshire Hathaway (BRK.B) | 0.92% | 6.27% | 15.58% | - |
 Hedera Hashgraph (HBAR) | 0.91% | 2.14% | 29.44% | - |
 Equinix (EQIX) | 0.88% | 0% | 29% | 2/10/2025 |
 Iron Mountain (IRM) | 0.81% | 1.03% | 41.56% | - |
 Synopsys (SNPS) | 0.77% | 1.11% | 40.91% | - |
 Supermicro (SMCI) | 0.71% | 1.88% | 17.32% | - |
 Salesforce (CRM) | 0.57% | 0% | 20.78% | 11/25/2024 |
 Wise (WISE.L) | 0.46% | 0% | 7.36% | 12/23/2024 |
 Meta (META) | 0.41% | 2.67% | 12.99% | - |
 Walmart (WMT) | 0.4% | 0% | 17.97% | 1/28/2025 |
 TSMC (TSM) | 0.36% | 1.83% | 17.32% | - |
 Apple (AAPL) | 0.27% | 0% | 13.64% | 8/20/2024 |
 Palantir (PLTR) | 0.2% | 0% | 13.64% | 8/20/2024 |
 SPDR Gold (GLD) | 0.12% | 6.02% | 1.95% | - |
 Santander (SAN.MC) | 0.09% | 5.03% | 1.73% | - |
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% |