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Portfolio Diversification
Range
Most Diversified
37 instruments
October 25, 2023
Least Diversified
0 instruments
January 24, 2023
Average
9.9 instruments
Most Consistent Holdings
Top 5
BTC82.81%
NVDA58.97%
TSLA54.9%
TLT51.41%
AMD47.67%
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) | 17.91% | 21.79% | 82.81% | - |
| NVIDIA (NVDA) | 5.87% | 0% | 58.97% | 11/3/2025 |
| Tesla (TSLA) | 4.75% | 0% | 54.9% | 6/16/2025 |
| AMD (AMD) | 4.58% | 0% | 47.67% | 10/1/2025 |
| iShares 20+ Year Treasury Bond ETF (TLT) | 4.06% | 0% | 51.41% | 7/7/2025 |
 Meta (META) | 3.96% | 0% | 45.35% | 9/2/2025 |
 PDD Holdings (PDD) | 3.51% | 0% | 32.23% | 11/1/2024 |
 Warner Bros Discovery (WBD) | 3.15% | 0% | 32.39% | 1/14/2026 |
 Netflix (NFLX) | 2.34% | 0% | 34.05% | 11/3/2025 |
 DoorDash (DASH.US) | 2.05% | 0% | 24.92% | 1/2/2025 |
 Marvell (MRVL) | 1.92% | 0% | 21.84% | 12/2/2024 |
 MercadoLibre (MELI) | 1.72% | 0% | 18.44% | 9/2/2025 |
 Micron (MU) | 1.66% | 10.53% | 14.29% | - |
 Palantir (PLTR) | 1.63% | 0% | 19.85% | 12/1/2025 |
 Crowdstrike (CRWD) | 1.63% | 0% | 28.24% | 9/2/2025 |
 Moderna (MRNA) | 1.44% | 0% | 15.95% | 12/2/2024 |
 iShares Physical Gold ETC (PPFB.DE) | 1.42% | 31.01% | 14.53% | - |
 Invesco QQQ (QQQ) | 1.38% | 0% | 8.72% | 2/18/2026 |
 Broadcom (AVGO) | 1.17% | 0% | 12.04% | 10/1/2025 |
 MongoDB (MDB) | 1.15% | 0% | 13.54% | 11/3/2025 |
 AppLovin (APP) | 1.05% | 0% | 16.11% | 1/2/2026 |
 Walmart (WMT) | 1.03% | 0% | 12.46% | 7/3/2025 |
 Amazon (AMZN) | 0.99% | 0% | 20.43% | 9/2/2025 |
 Lam Research (LRCX) | 0.94% | 0% | 7.81% | 1/15/2026 |
 Berkshire Hathaway (BRK.B) | 0.85% | 0% | 12.29% | 6/2/2025 |
 Apple (AAPL) | 0.79% | 0% | 15.95% | 9/2/2025 |
 Atlassian (TEAM) | 0.74% | 0% | 17.11% | 5/1/2025 |
 Microsoft (MSFT) | 0.74% | 6.14% | 12.79% | - |
 Seagate (STX.US) | 0.68% | 12.76% | 6.4% | - |
 Western Digital (WDC) | 0.65% | 11.21% | 6.31% | - |
 Lucid (LCID) | 0.59% | 0% | 4.73% | 4/27/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.58% | 0% | 7.56% | 7/7/2025 |
 Intel (INTC) | 0.55% | 0% | 4.98% | 1/2/2026 |
 Align (ALGN) | 0.53% | 0% | 4.98% | 9/22/2023 |
 Alphabet (GOOG) | 0.53% | 0% | 17.03% | 9/2/2025 |
 Enphase (ENPH) | 0.51% | 0% | 4.57% | 6/1/2023 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.51% | 0% | 3.57% | 2/18/2026 |
 MicroStrategy (MSTR) | 0.4% | 0% | 9.88% | 5/1/2025 |
 Rivian (RIVN) | 0.4% | 0% | 4.9% | 11/7/2023 |
 Insmed (INSM) | 0.39% | 0% | 3.9% | 2/18/2026 |
 Zscaler (ZS) | 0.38% | 0% | 7.64% | 9/2/2025 |
 Sandisk Corp/DE (SNDK) | 0.38% | 0% | 3.49% | 4/1/2026 |
 Teradyne (TER) | 0.36% | 0% | 3.49% | 4/1/2026 |
 Illumina (ILMN) | 0.35% | 0% | 3.41% | 9/3/2024 |
 Welltower (WELL) | 0.34% | 0% | 10.3% | 9/2/2025 |
 Philip Morris (PM) | 0.33% | 0% | 10.3% | 9/2/2025 |
 Alphabet (GOOGL) | 0.28% | 0% | 2.66% | 1/2/2026 |
 GE (GE) | 0.27% | 0% | 8.31% | 9/2/2025 |
 Corning (GLW) | 0.26% | 0% | 2.49% | 4/1/2026 |
 IDEXX (IDXX) | 0.24% | 0% | 2.41% | 10/1/2025 |
 Fastenal (FAST) | 0.23% | 0% | 2.41% | 10/1/2025 |
 Ethereum (ETH) | 0.23% | 2.13% | 9.47% | - |
 GlobalFoundries (GFS) | 0.23% | 0% | 1.83% | 3/2/2023 |
 DexCom (DXCM) | 0.22% | 0% | 1.91% | 2/1/2023 |
 ASML (ASML) | 0.22% | 0% | 1.74% | 2/1/2023 |
 Lululemon (LULU) | 0.22% | 0% | 1.74% | 2/1/2023 |
 Synopsys (SNPS) | 0.2% | 0% | 2.41% | 10/1/2025 |
 Zoom (ZM) | 0.08% | 0% | 1% | 11/10/2023 |
 Albemarle (ALB) | 0.07% | 0% | 1% | 3/2/2026 |
 NextEra (NEE) | 0.07% | 0% | 2.91% | 11/14/2023 |
 Costco (COST) | 0.07% | 0% | 1.99% | 6/2/2025 |
 Intuit (INTU) | 0.07% | 0% | 0.58% | 6/15/2023 |
 JD.com (JD.US) | 0.05% | 0% | 0.5% | 1/9/2023 |
 Biogen (BIIB) | 0.05% | 0% | 0.5% | 1/9/2023 |
 Southern Co (SO) | 0.05% | 0% | 2.91% | 11/14/2023 |
 Duke Energy (DUK) | 0.04% | 0% | 2.91% | 11/14/2023 |
 Sempra (SRE) | 0.03% | 0% | 2.91% | 11/14/2023 |
 ANSYS (ANSS) | 0.03% | 0% | 0.25% | 6/15/2023 |
 PayPal (PYPL) | 0.03% | 0% | 0.42% | 11/7/2023 |
 PG&E (PCG) | 0.03% | 0% | 2.91% | 11/14/2023 |
 Exelon (EXC) | 0.02% | 0% | 2.91% | 11/14/2023 |
 AEP (AEP) | 0.02% | 0% | 2.91% | 11/14/2023 |
 Dominion Energy (D) | 0.02% | 0% | 2.91% | 11/14/2023 |
 Xcel Energy (XEL) | 0.02% | 0% | 2.91% | 11/14/2023 |
 ConEd (ED) | 0.02% | 0% | 2.91% | 11/14/2023 |
 PSEG (PEG) | 0.02% | 0% | 2.91% | 11/14/2023 |
 DocuSign (DOCU) | 0.02% | 0% | 0.17% | 1/3/2023 |
 WEC Energy (WEC) | 0.02% | 0% | 2.91% | 11/14/2023 |
 Edison (EIX) | 0.02% | 0% | 2.91% | 11/14/2023 |
 American Water (AWK) | 0.01% | 0% | 2.91% | 11/14/2023 |
 Okta (OKTA) | 0.01% | 0% | 0.17% | 1/3/2023 |
 FirstEnergy (FE) | 0.01% | 0% | 2.91% | 11/14/2023 |
 DTE Energy (DTE) | 0.01% | 0% | 2.91% | 11/14/2023 |
 Ameren (AEE) | 0.01% | 0% | 2.91% | 11/14/2023 |
 Entergy (ETR) | 0.01% | 0% | 2.91% | 11/14/2023 |
 Seagen Inc (SGEN) | 0.01% | 0% | 0.17% | 1/3/2023 |
 Eversource (ES) | 0.01% | 0% | 2.91% | 11/14/2023 |
 PPL (PPL) | 0.01% | 0% | 2.91% | 11/14/2023 |
 CenterPoint Energy (CNP) | 0.01% | 0% | 2.91% | 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% | 2.91% | 11/14/2023 |
 CMS Energy (CMS) | 0.01% | 0% | 2.91% | 11/14/2023 |
 Alliant Energy (LNT) | 0.01% | 0% | 2.91% | 11/14/2023 |
 Nisource (NI) | 0.01% | 0% | 2.91% | 11/14/2023 |
 NRG Energy (NRG) | 0.01% | 0% | 2.91% | 11/14/2023 |
 AES (AES) | 0.01% | 0% | 2.91% | 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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