Portfolio Diversification
Range
Most Diversified
12 instruments
March 23, 2024
Least Diversified
3 instruments
January 10, 2023
Average
10 instruments
Most Consistent Holdings
Top 5
AAPL100%
TSLA100%
NVDA100%
AMZN98.52%
MSFT88.52%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 6, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 22.08% | 22.29% | 100% | - |
 Vanguard S&P 500 ETF (VOO) | 16.95% | 0% | 80.86% | 11/11/2024 |
| Apple (AAPL) | 11.85% | 10.03% | 100% | - |
| Amazon (AMZN) | 10.93% | 11.36% | 98.52% | - |
| Tesla (TSLA) | 7.09% | 10.99% | 100% | - |
| Microsoft (MSFT) | 7.04% | 4.83% | 88.52% | - |
 Alphabet (GOOG) | 6.8% | 10.12% | 61.98% | - |
 PepsiCo (PEP) | 4.94% | 4.02% | 77.41% | - |
 Meta (META) | 4.9% | 13.52% | 77.41% | - |
 Reddit Inc (RDDT) | 2.28% | 5.62% | 46.42% | - |
 BlackRock (BLK) | 1.99% | 2.34% | 77.41% | - |
 STAG (STAG) | 0.96% | 0.86% | 77.41% | - |
 Axon (AXON) | 0.64% | 3.88% | 17.53% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.27% | 0% | 0.49% | 1/9/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 7.86% | 23.06% |
| Tesla (TSLA) | 15.48% | 13.32% |
| Meta (META) | 15.7% | 11.51% |
| Amazon (AMZN) | 10.88% | 10.79% |
| Alphabet (GOOG) | 12.78% | 10.31% |
| Apple (AAPL) | 11.49% | 9.52% |
| Reddit Inc (RDDT) | 3.63% | 7.13% |
| Microsoft (MSFT) | 5.36% | 4.52% |
| Axon (AXON) | 6.05% | 3.51% |
| PepsiCo (PEP) | 7.06% | 3.48% |
| BlackRock (BLK) | 2.42% | 2.12% |
| STAG (STAG) | 1.21% | 0.68% |