Portfolio Diversification
Range
Most Diversified
22 instruments
May 29, 2025
Least Diversified
0 instruments
January 11, 2024
Average
13.9 instruments
Most Consistent Holdings
Top 5
TSLA88.1%
MSFT74.76%
NVDA61.11%
BLK59.68%
IRM57.14%
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) | 9.41% | 0% | 55.08% | 4/3/2025 |
 Goldman Sachs (GS) | 7.66% | 12.35% | 50.16% | - |
| Tesla (TSLA) | 7.55% | 4.59% | 88.1% | - |
 Amazon (AMZN) | 7.55% | 0% | 47.14% | 11/6/2024 |
 Alphabet (GOOG) | 6.56% | 0% | 39.68% | 9/19/2024 |
| NVIDIA (NVDA) | 6.29% | 2.98% | 61.11% | - |
 Visa (V) | 4.97% | 7.82% | 49.37% | - |
 MSG Sports (MSGS) | 4.57% | 7.76% | 50.16% | - |
 Eli Lilly (LLY) | 3.82% | 0% | 39.68% | 2/6/2025 |
 PayPal (PYPL) | 2.5% | 0% | 18.41% | 9/23/2024 |
 Corecivic (CXW) | 2.36% | 0% | 24.44% | 4/29/2025 |
| BlackRock (BLK) | 2.12% | 3.63% | 59.68% | - |
 Bitcoin (BTC) | 2.03% | 0% | 24.92% | 6/18/2024 |
 Block Inc. (XYZ) | 1.97% | 3.15% | 50.16% | - |
 Berkshire Hathaway (BRK.B) | 1.96% | 4.01% | 38.1% | - |
 JPMorgan (JPM) | 1.67% | 2.74% | 52.22% | - |
 Santander (SAN.MC) | 1.51% | 3.3% | 27.94% | - |
 SPDR Gold (GLD) | 1.4% | 4.67% | 28.1% | - |
 IIPR (IIPR) | 1.3% | 1.69% | 50.16% | - |
 Hedera Hashgraph (HBAR) | 1.24% | 1.97% | 48.25% | - |
 Meta (META) | 1.08% | 2.51% | 36.03% | - |
 UnitedHealth (UNH) | 1.03% | 4.68% | 22.38% | - |
| Microsoft (MSFT) | 1.02% | 0.44% | 74.76% | - |
 BNP Paribas (BNP.PA) | 0.9% | 3.84% | 20.48% | - |
 Fiserv (FI) | 0.9% | 0% | 14.44% | 2/25/2025 |
 AMSC (AMSC) | 0.9% | 7.35% | 12.86% | - |
| Iron Mountain (IRM) | 0.84% | 0.85% | 57.14% | - |
 Unipol (UNI.MI) | 0.75% | 3.43% | 20.16% | - |
 Supermicro (SMCI) | 0.74% | 0% | 23.33% | 6/25/2025 |
 MicroStrategy (MSTR) | 0.73% | 0% | 7.78% | 11/12/2024 |
 Synopsys (SNPS) | 0.71% | 0% | 41.9% | 7/3/2025 |
 T-Mobile (TMUS) | 0.69% | 0% | 27.46% | 4/3/2025 |
 Equinix (EQIX) | 0.64% | 0% | 21.27% | 2/10/2025 |
 General Dynamics (GD) | 0.64% | 3.9% | 16.19% | - |
 EDP (EDP.LSB) | 0.53% | 4.08% | 12.86% | - |
 TSMC (TSM) | 0.48% | 0% | 23.02% | 6/23/2025 |
 Salesforce (CRM) | 0.42% | 0% | 15.24% | 11/25/2024 |
 Wise (WISE.L) | 0.34% | 0% | 5.4% | 12/23/2024 |
 Walmart (WMT) | 0.3% | 0% | 13.17% | 1/28/2025 |
 Apple (AAPL) | 0.2% | 0% | 10% | 8/20/2024 |
 ESP35 Index (Non Expiry) (ESP35) | 0.17% | 0% | 2.06% | 5/15/2025 |
 Palantir (PLTR) | 0.14% | 0% | 10% | 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% |