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Portfolio Diversification
Range
Most Diversified
37 instruments
October 25, 2023
Least Diversified
0 instruments
January 24, 2023
Average
10 instruments
Most Consistent Holdings
Top 5
BTC82.19%
NVDA61.69%
TSLA57.43%
TLT53.78%
AMD49.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Bitcoin (BTC) | 17.75% | 23.54% | 82.19% | - |
| NVIDIA (NVDA) | 6.14% | 0% | 61.69% | 11/3/2025 |
| Tesla (TSLA) | 4.97% | 0% | 57.43% | 6/16/2025 |
| AMD (AMD) | 4.79% | 0% | 49.87% | 10/1/2025 |
| iShares 20+ Year Treasury Bond ETF (TLT) | 4.25% | 0% | 53.78% | 7/7/2025 |
 Meta (META) | 4.15% | 0% | 47.44% | 9/2/2025 |
 PDD Holdings (PDD) | 3.67% | 0% | 33.71% | 11/1/2024 |
 Warner Bros Discovery (WBD) | 3.3% | 0% | 33.88% | 1/14/2026 |
 Netflix (NFLX) | 2.45% | 0% | 35.62% | 11/3/2025 |
 DoorDash (DASH.US) | 2.15% | 0% | 26.06% | 1/2/2025 |
 Marvell (MRVL) | 2% | 0% | 22.85% | 12/2/2024 |
 MercadoLibre (MELI) | 1.8% | 0% | 19.29% | 9/2/2025 |
 Palantir (PLTR) | 1.7% | 0% | 20.76% | 12/1/2025 |
 Crowdstrike (CRWD) | 1.7% | 0% | 29.54% | 9/2/2025 |
 Moderna (MRNA) | 1.51% | 0% | 16.68% | 12/2/2024 |
 Invesco QQQ (QQQ) | 1.45% | 0% | 9.12% | 2/18/2026 |
 Micron (MU) | 1.28% | 11.68% | 10.51% | - |
 Broadcom (AVGO) | 1.22% | 0% | 12.6% | 10/1/2025 |
 MongoDB (MDB) | 1.21% | 0% | 14.16% | 11/3/2025 |
 AppLovin (APP) | 1.1% | 0% | 16.85% | 1/2/2026 |
 Walmart (WMT) | 1.08% | 0% | 13.03% | 7/3/2025 |
 Amazon (AMZN) | 1.04% | 0% | 21.37% | 9/2/2025 |
 Lam Research (LRCX) | 0.99% | 0% | 8.17% | 1/15/2026 |
 Berkshire Hathaway (BRK.B) | 0.89% | 0% | 12.86% | 6/2/2025 |
 Apple (AAPL) | 0.83% | 0% | 16.68% | 9/2/2025 |
 Atlassian (TEAM) | 0.78% | 0% | 17.9% | 5/1/2025 |
 Microsoft (MSFT) | 0.73% | 0% | 12.68% | 2/18/2026 |
 Lucid (LCID) | 0.61% | 0% | 4.95% | 4/27/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.61% | 0% | 7.91% | 7/7/2025 |
 iShares Physical Gold ETC (PPFB.DE) | 0.6% | 6.11% | 10.77% | - |
 Intel (INTC) | 0.58% | 0% | 5.21% | 1/2/2026 |
 Align (ALGN) | 0.55% | 0% | 5.21% | 9/22/2023 |
 Alphabet (GOOG) | 0.55% | 0% | 17.81% | 9/2/2025 |
 Enphase (ENPH) | 0.53% | 0% | 4.78% | 6/1/2023 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.53% | 0% | 3.74% | 2/18/2026 |
 MicroStrategy (MSTR) | 0.42% | 0% | 10.34% | 5/1/2025 |
 Rivian (RIVN) | 0.41% | 0% | 5.13% | 11/7/2023 |
 Insmed (INSM) | 0.41% | 0% | 4.08% | 2/18/2026 |
 Zscaler (ZS) | 0.4% | 0% | 7.99% | 9/2/2025 |
 Illumina (ILMN) | 0.36% | 0% | 3.56% | 9/3/2024 |
 Welltower (WELL) | 0.35% | 0% | 10.77% | 9/2/2025 |
 Philip Morris (PM) | 0.35% | 0% | 10.77% | 9/2/2025 |
 Alphabet (GOOGL) | 0.29% | 0% | 2.78% | 1/2/2026 |
 GE (GE) | 0.28% | 0% | 8.69% | 9/2/2025 |
 IDEXX (IDXX) | 0.25% | 0% | 2.52% | 10/1/2025 |
 Fastenal (FAST) | 0.25% | 0% | 2.52% | 10/1/2025 |
 GlobalFoundries (GFS) | 0.24% | 0% | 1.91% | 3/2/2023 |
 DexCom (DXCM) | 0.23% | 0% | 2% | 2/1/2023 |
 ASML (ASML) | 0.23% | 0% | 1.82% | 2/1/2023 |
 Lululemon (LULU) | 0.23% | 0% | 1.82% | 2/1/2023 |
 Synopsys (SNPS) | 0.21% | 0% | 2.52% | 10/1/2025 |
 Seagate (STX.US) | 0.21% | 11.55% | 2.26% | - |
 Western Digital (WDC) | 0.19% | 11.29% | 2.17% | - |
 Ethereum (ETH) | 0.14% | 2.3% | 5.56% | - |
 Teradyne (TER) | 0.13% | 11.26% | 1.48% | - |
 Sandisk Corp/DE (SNDK) | 0.13% | 10.62% | 1.48% | - |
 Zoom (ZM) | 0.09% | 0% | 1.04% | 11/10/2023 |
 Albemarle (ALB) | 0.08% | 0% | 1.04% | 3/2/2026 |
 NextEra (NEE) | 0.07% | 0% | 3.04% | 11/14/2023 |
 Costco (COST) | 0.07% | 0% | 2.09% | 6/2/2025 |
 Intuit (INTU) | 0.07% | 0% | 0.61% | 6/15/2023 |
 JD.com (JD.US) | 0.05% | 0% | 0.52% | 1/9/2023 |
 Biogen (BIIB) | 0.05% | 0% | 0.52% | 1/9/2023 |
 Southern Co (SO) | 0.05% | 0% | 3.04% | 11/14/2023 |
 Corning (GLW) | 0.05% | 10.11% | 0.43% | - |
 Duke Energy (DUK) | 0.05% | 0% | 3.04% | 11/14/2023 |
 Sempra (SRE) | 0.03% | 0% | 3.04% | 11/14/2023 |
 ANSYS (ANSS) | 0.03% | 0% | 0.26% | 6/15/2023 |
 PayPal (PYPL) | 0.03% | 0% | 0.43% | 11/7/2023 |
 PG&E (PCG) | 0.03% | 0% | 3.04% | 11/14/2023 |
 Exelon (EXC) | 0.03% | 0% | 3.04% | 11/14/2023 |
 AEP (AEP) | 0.03% | 0% | 3.04% | 11/14/2023 |
 Dominion Energy (D) | 0.02% | 0% | 3.04% | 11/14/2023 |
 Xcel Energy (XEL) | 0.02% | 0% | 3.04% | 11/14/2023 |
 ConEd (ED) | 0.02% | 0% | 3.04% | 11/14/2023 |
 PSEG (PEG) | 0.02% | 0% | 3.04% | 11/14/2023 |
 DocuSign (DOCU) | 0.02% | 0% | 0.17% | 1/3/2023 |
 WEC Energy (WEC) | 0.02% | 0% | 3.04% | 11/14/2023 |
 Edison (EIX) | 0.02% | 0% | 3.04% | 11/14/2023 |
 American Water (AWK) | 0.02% | 0% | 3.04% | 11/14/2023 |
 Okta (OKTA) | 0.01% | 0% | 0.17% | 1/3/2023 |
 FirstEnergy (FE) | 0.01% | 0% | 3.04% | 11/14/2023 |
 DTE Energy (DTE) | 0.01% | 0% | 3.04% | 11/14/2023 |
 Ameren (AEE) | 0.01% | 0% | 3.04% | 11/14/2023 |
 Entergy (ETR) | 0.01% | 0% | 3.04% | 11/14/2023 |
 Seagen Inc (SGEN) | 0.01% | 0% | 0.17% | 1/3/2023 |
 Eversource (ES) | 0.01% | 0% | 3.04% | 11/14/2023 |
 PPL (PPL) | 0.01% | 0% | 3.04% | 11/14/2023 |
 CenterPoint Energy (CNP) | 0.01% | 0% | 3.04% | 11/14/2023 |
 Autodesk (ADSK) | 0.01% | 0% | 0.17% | 1/3/2023 |
 T-Mobile (TMUS) | 0.01% | 0% | 0.17% | 1/3/2023 |
 Atmos (ATO) | 0.01% | 0% | 3.04% | 11/14/2023 |
 CMS Energy (CMS) | 0.01% | 0% | 3.04% | 11/14/2023 |
 Alliant Energy (LNT) | 0.01% | 0% | 3.04% | 11/14/2023 |
 Nisource (NI) | 0.01% | 0% | 3.04% | 11/14/2023 |
 NRG Energy (NRG) | 0.01% | 0% | 3.04% | 11/14/2023 |
 AES (AES) | 0.01% | 0% | 3.04% | 11/14/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 14.9% | 21.97% |
| Micron (MU) | 10.42% | 13.84% |
| Warner Bros Discovery (WBD) | 11.16% | 12.52% |
| Lam Research (LRCX) | 12.17% | 12.11% |
| AppLovin (APP) | 14.63% | 11.76% |
| Intel (INTC) | 14.48% | 10.29% |
| Alphabet (GOOGL) | 13.24% | 10.13% |
| iShares Physical Gold ETC (PPFB.DE) | 5.67% | 4.71% |
Cash & Instruments Over Time
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