Portfolio Diversification
Range
Most Diversified
12 instruments
August 11, 2023
Least Diversified
0 instruments
August 10, 2022
Average
6.4 instruments
Most Consistent Holdings
Top 5
TSLA57.61%
CRSP55.07%
UPST48.73%
AAPL40.89%
NSDQ10040.57%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 28, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Upstart (UPST) | 11.4% | 7.49% | 48.73% | - |
| Tesla (TSLA) | 8.16% | 7.11% | 57.61% | - |
| CRISPR Therapeutics (CRSP) | 6.95% | 0% | 55.07% | 11/15/2024 |
| Apple (AAPL) | 5.34% | 0% | 40.89% | 8/8/2025 |
 Unity (U) | 3.98% | 0% | 33.68% | 11/15/2024 |
 Lithium Americas (LAC) | 3.45% | 7.03% | 36.05% | - |
 Symbotic (SYM) | 2.99% | 0% | 15.45% | 5/16/2025 |
 Microsoft (MSFT) | 2.9% | 0% | 18.94% | 11/11/2022 |
 TSMC (TSM) | 2.76% | 0% | 30.19% | 2/14/2025 |
 Airbnb (ABNB) | 2.39% | 0% | 22.58% | 9/11/2023 |
 Intuitive Surgical (ISRG) | 2.06% | 6.81% | 22.03% | - |
 NVIDIA (NVDA) | 2.05% | 0% | 19.18% | 3/27/2025 |
 Amazon (AMZN) | 1.95% | 0% | 13.07% | 9/3/2024 |
| NASDAQ100 Index (Non Expiry) (NSDQ100) | 1.83% | 0% | 40.57% | 8/8/2025 |
 CPHequities | 1.74% | 0% | 2.3% | 9/14/2022 |
 Snowflake (SNOW) | 1.51% | 0% | 13% | 8/4/2022 |
 Tencent (0700.HK) | 1.28% | 16.72% | 12.68% | - |
 AUD/USD (AUDUSD) | 1.11% | 0% | 33.68% | 12/18/2024 |
 AMD (AMD) | 1.1% | 0% | 10.62% | 1/24/2025 |
 SoFi (SOFI) | 1.03% | 5.66% | 9.67% | - |
 Trip.com (TCOM.CH) | 0.88% | 0% | 16.88% | 3/4/2024 |
 Tempus AI Inc (TEM.US) | 0.82% | 4.16% | 10.3% | - |
 Wix (WIX) | 0.72% | 6.54% | 12.2% | - |
 Palantir (PLTR) | 0.7% | 0% | 7.84% | 12/20/2023 |
 Alphabet (GOOGL) | 0.46% | 0% | 5.07% | 9/19/2024 |
 Rockwell Automation (ROK) | 0.4% | 0% | 4.75% | 1/17/2025 |
 Baidu (BIDU) | 0.31% | 0% | 4.68% | 3/4/2024 |
 Sunny Optical (02382.HK) | 0.23% | 15.66% | 2.77% | - |
 Atlassian (TEAM) | 0.23% | 0% | 3.96% | 9/11/2023 |
 Cleanaway (CWY.ASX) | 0.21% | 7.39% | 2.77% | - |
 Check Point (CHKP) | 0.2% | 0% | 4.6% | 9/12/2023 |
 Redfin (RDFN) | 0.19% | 0% | 2.38% | 3/10/2025 |
 BYD (01211.HK) | 0.18% | 6.87% | 2.38% | - |
 Xero (XRO.ASX) | 0.17% | 0% | 2.14% | 8/11/2025 |
 AUS200 Index (Non Expiry) (AUS200) | 0.13% | 0% | 2.93% | 6/16/2023 |
 Pilbara Minerals (PLS.ASX) | 0.12% | 8.46% | 1.58% | - |
 iShares MSCI India ETF (INDA) | 0.11% | 0% | 1.43% | 3/4/2025 |
 ASML (ASML) | 0.11% | 0% | 1.11% | 2/16/2022 |
 Netflix (NFLX) | 0.1% | 0% | 0.95% | 2/16/2022 |
 Himax (HIMX) | 0.09% | 0% | 1.19% | 7/28/2023 |
 VinaCapital (VOF.L) | 0.08% | 0% | 0.95% | 3/4/2025 |
 jaynemesis | 0.07% | 0% | 0.4% | 8/17/2022 |
 News Corp (NWSA) | 0.06% | 0% | 1.03% | 12/9/2024 |
 C3.ai (AI) | 0.06% | 0% | 1.27% | 11/6/2024 |
 PDD Holdings (PDD) | 0.05% | 0% | 0.63% | 9/19/2024 |
 Meta (META) | 0.04% | 0% | 0.4% | 2/8/2022 |
 SPX500 Index (Non Expiry) (SPX500) | 0.04% | 0% | 0.48% | 9/13/2022 |
 BeiGene (ONC) | 0.03% | 0% | 0.48% | 6/6/2023 |
 China A50 Index (China50.FUTURE) | 0.03% | 0% | 0.32% | 8/22/2022 |
 JPN225 Index (Non Expiry) (JPN225) | 0.01% | 0% | 1.43% | 7/10/2023 |
 Lithium Americas Argentina C (LAR) | 0.01% | 0% | 0.48% | 10/10/2023 |
 Gold (Non Expiry) (GOLD) | 0% | 0% | 0.08% | 6/23/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Symbotic (SYM) | 39.58% | 33.46% |
| Upstart (UPST) | 4.81% | 14.07% |
| AMD (AMD) | 11.33% | 9.74% |
| NASDAQ100 Index (Non Expiry) (NSDQ100) | 7.87% | 9.17% |
| Tencent (0700.HK) | 9.03% | 8.72% |
| NVIDIA (NVDA) | 9.06% | 8.69% |
| Rockwell Automation (ROK) | 9.06% | 8.56% |
| Lithium Americas (LAC) | 9.06% | 7.4% |