Portfolio Diversification
Range
Most Diversified
12 instruments
August 11, 2023
Least Diversified
0 instruments
August 10, 2022
Average
6.3 instruments
Most Consistent Holdings
Top 5
CRSP59.35%
TSLA54.31%
UPST47.74%
AAPL42.27%
NSDQ10036.89%
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) | 11.63% | 13.98% | 47.74% | - |
| Tesla (TSLA) | 8.03% | 7.72% | 54.31% | - |
| CRISPR Therapeutics (CRSP) | 7.49% | 0% | 59.35% | 11/15/2024 |
| Apple (AAPL) | 5.62% | 0% | 42.27% | 12/5/2024 |
 Unity (U) | 4.28% | 0% | 36.29% | 11/15/2024 |
 Lithium Americas (LAC) | 3.54% | 0% | 36.38% | 1/17/2025 |
 Symbotic (SYM) | 3.22% | 8.21% | 16.57% | - |
 Microsoft (MSFT) | 3.12% | 0% | 20.41% | 11/11/2022 |
 TSMC (TSM) | 2.97% | 0% | 32.54% | 2/14/2025 |
 Airbnb (ABNB) | 2.58% | 0% | 24.34% | 9/11/2023 |
 NVIDIA (NVDA) | 2.21% | 0% | 20.67% | 3/27/2025 |
 Amazon (AMZN) | 2.11% | 0% | 14.09% | 9/3/2024 |
 CPHequities | 1.88% | 0% | 2.48% | 9/14/2022 |
 Intuitive Surgical (ISRG) | 1.73% | 7.66% | 16.99% | - |
| NASDAQ100 Index (Non Expiry) (NSDQ100) | 1.64% | 6.08% | 36.89% | - |
 Snowflake (SNOW) | 1.63% | 0% | 14.01% | 8/4/2022 |
 AUD/USD (AUDUSD) | 1.19% | 0% | 36.29% | 12/18/2024 |
 AMD (AMD) | 1.18% | 0% | 11.44% | 1/24/2025 |
 SoFi (SOFI) | 1.09% | 0% | 10.25% | 4/25/2025 |
 Trip.com (TCOM.CH) | 0.94% | 0% | 18.19% | 3/4/2024 |
 Palantir (PLTR) | 0.76% | 0% | 8.45% | 12/20/2023 |
 Tencent (0700.HK) | 0.7% | 0% | 9.48% | 2/14/2025 |
 Tempus AI Inc (TEM.US) | 0.68% | 4.14% | 7.17% | - |
 Wix (WIX) | 0.61% | 7.94% | 7.77% | - |
 Alphabet (GOOGL) | 0.5% | 0% | 5.47% | 9/19/2024 |
 Rockwell Automation (ROK) | 0.43% | 0% | 5.12% | 1/17/2025 |
 Baidu (BIDU) | 0.33% | 0% | 5.04% | 3/4/2024 |
 Atlassian (TEAM) | 0.25% | 0% | 4.27% | 9/11/2023 |
 Check Point (CHKP) | 0.22% | 0% | 4.95% | 9/12/2023 |
 Redfin (RDFN) | 0.2% | 0% | 2.56% | 3/10/2025 |
 AUS200 Index (Non Expiry) (AUS200) | 0.14% | 0% | 3.16% | 6/16/2023 |
 iShares MSCI India ETF (INDA) | 0.12% | 0% | 1.54% | 3/4/2025 |
 ASML (ASML) | 0.12% | 0% | 1.2% | 2/16/2022 |
 Netflix (NFLX) | 0.11% | 0% | 1.02% | 2/16/2022 |
 Himax (HIMX) | 0.09% | 0% | 1.28% | 7/28/2023 |
 VinaCapital (VOF.L) | 0.09% | 0% | 1.02% | 3/4/2025 |
 jaynemesis | 0.08% | 0% | 0.43% | 8/17/2022 |
 News Corp (NWSA) | 0.07% | 0% | 1.11% | 12/9/2024 |
 C3.ai (AI) | 0.06% | 0% | 1.37% | 11/6/2024 |
 PDD Holdings (PDD) | 0.06% | 0% | 0.68% | 9/19/2024 |
 Meta (META) | 0.04% | 0% | 0.43% | 2/8/2022 |
 SPX500 Index (Non Expiry) (SPX500) | 0.04% | 0% | 0.51% | 9/13/2022 |
 BeiGene (ONC) | 0.03% | 0% | 0.51% | 6/6/2023 |
 China A50 Index (China50.FUTURE) | 0.03% | 0% | 0.34% | 8/22/2022 |
 JPN225 Index (Non Expiry) (JPN225) | 0.01% | 0% | 1.54% | 7/10/2023 |
 Lithium Americas Argentina C (LAR) | 0.01% | 0% | 0.51% | 10/10/2023 |
 Gold (Non Expiry) (GOLD) | 0% | 0% | 0.09% | 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% |