Portfolio Diversification
Range
Most Diversified
18 instruments
June 7, 2024
Least Diversified
0 instruments
August 3, 2024
Average
7.7 instruments
Most Consistent Holdings
Top 5
SPY65.7%
XLK65.7%
XLI65.55%
VT.US63.64%
XLV63.26%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR S&P 500 ETF (SPY) | 12.77% | 0% | 65.7% | 6/12/2024 |
 ProShares UltraPro QQQ (TQQQ) | 10.43% | 0% | 14.63% | 6/23/2025 |
| Vanguard Total World Stock ETF (VT.US) | 9.55% | 0% | 63.64% | 5/15/2024 |
 Vanguard Real Estate ETF (VNQ) | 9.35% | 0% | 61.36% | 4/15/2024 |
| Technology Select Sector SPDR (XLK) | 7.95% | 0% | 65.7% | 6/12/2024 |
| Industrial Select Sector SPDR (XLI) | 7.81% | 0% | 65.55% | 6/10/2024 |
 Consumer Discret Select Sector SPDR (XLY) | 4.11% | 0% | 63.26% | 5/10/2024 |
 Meta (META) | 3.14% | 0% | 63.19% | 6/13/2024 |
| The Health Care Select Sector SPDR Fund (XLV) | 3.03% | 0% | 63.26% | 5/10/2024 |
 United States Oil Fund (USO) | 2.28% | 0% | 56.94% | 4/22/2024 |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 2.02% | 0% | 50.08% | 1/22/2024 |
 Invesco QQQ (QQQ) | 1.75% | 0% | 7.09% | 7/1/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.59% | 0% | 10.44% | 6/10/2024 |
 ARM (ARM) | 0.3% | 0% | 3.05% | 7/16/2024 |
 Camtek (CAMT) | 0.29% | 0% | 5.03% | 7/16/2024 |
 Tencent Music (TME) | 0.28% | 0% | 3.73% | 8/1/2024 |
 Onto Innovation (ONTO) | 0.28% | 0% | 3.13% | 7/17/2024 |
 Nu (NU) | 0.25% | 0% | 2.9% | 8/1/2024 |
 Arista (ANET) | 0.25% | 0% | 2.59% | 7/17/2024 |
 Pure Storage (PSTG) | 0.25% | 0% | 3.96% | 7/2/2024 |
 CAVA (CAVA) | 0.24% | 0% | 3.81% | 7/10/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.22% | 0% | 9.91% | 7/16/2024 |
 Carpenter Technology (CRS) | 0.2% | 0% | 2.82% | 8/2/2024 |
 Robinhood (HOOD) | 0.17% | 0% | 3.28% | 7/30/2024 |
 CHS (CYH) | 0.16% | 0% | 1.6% | 9/10/2024 |
 Dutch Bros (BROS) | 0.14% | 0% | 2.74% | 7/16/2024 |
 Fastly (FSLY) | 0.14% | 0% | 0.91% | 2/3/2025 |
 Lumen (LUMN) | 0.13% | 0% | 1.68% | 10/1/2024 |
 Medpace (MEDP) | 0.13% | 0% | 4.04% | 7/23/2024 |
 Crowdstrike (CRWD) | 0.12% | 0% | 4.95% | 7/15/2024 |
 Eli Lilly (LLY) | 0.12% | 0% | 2.44% | 6/12/2024 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.12% | 0% | 4.42% | 6/7/2024 |
 Vital Farms (VITL) | 0.12% | 0% | 1.68% | 7/16/2024 |
 Xometry (XMTR) | 0.11% | 0% | 2.21% | 1/7/2025 |
 GDS (GDS) | 0.09% | 0% | 1.6% | 10/9/2024 |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.09% | 0% | 5.64% | 2/26/2024 |
 XPeng (XPEV) | 0.09% | 0% | 0.46% | 12/30/2024 |
 Micron (MU) | 0.09% | 0% | 1.14% | 6/27/2024 |
 SPDR Gold (GLD) | 0.08% | 0% | 2.82% | 5/16/2024 |
 Personalis (PSNL) | 0.08% | 0% | 1.91% | 10/11/2024 |
 Mirum Pharmaceuticals (MIRM) | 0.07% | 0% | 0.23% | 8/29/2024 |
 Cassava Sciences (SAVA) | 0.07% | 0% | 0.84% | 9/23/2024 |
 Apollo (APO) | 0.07% | 0% | 2.29% | 6/10/2024 |
 GigaCloud (GCT) | 0.07% | 0% | 0.69% | 10/23/2024 |
 Clover Health (CLOV) | 0.06% | 0% | 1.22% | 8/29/2024 |
 EVgo (EVGO) | 0.06% | 0% | 0.84% | 9/3/2024 |
 Sangamo (SGMO) | 0.06% | 0% | 1.37% | 12/31/2024 |
 Kodiak Sciences (KOD) | 0.06% | 0% | 0.76% | 1/2/2025 |
 Coinbase (COIN) | 0.05% | 0% | 0.53% | 12/17/2024 |
 On (ONON) | 0.04% | 0% | 0.53% | 6/17/2024 |
 Oklo (OKLO) | 0.04% | 0% | 0.84% | 11/27/2024 |
 Limbach (LMB) | 0.04% | 0% | 1.52% | 7/31/2024 |
 Ceragon (CRNT) | 0.04% | 0% | 0.53% | 12/30/2024 |
 MicroStrategy (MSTR) | 0.04% | 0% | 0.53% | 12/18/2024 |
 NVIDIA (NVDA) | 0.04% | 0% | 0.91% | 7/17/2024 |
 Loma Negra (LOMA) | 0.04% | 0% | 0.38% | 12/31/2024 |
 Tarsus (TARS) | 0.03% | 0% | 3.51% | 1/7/2025 |
 Gevo (GEVO) | 0.03% | 0% | 0.3% | 10/1/2024 |
 Sunnova (NOVAQ) | 0.03% | 0% | 0.3% | 9/20/2024 |
 Terawulf (WULF) | 0.03% | 0% | 0.84% | 9/30/2024 |
 Hovnanian (HOV) | 0.03% | 0% | 0.84% | 5/21/2024 |
 Life Time (LTH) | 0.03% | 0% | 0.99% | 8/29/2024 |
 AMD (AMD) | 0.02% | 0% | 1.83% | 6/10/2024 |
 OppFi (OPFI) | 0.02% | 0% | 0.76% | 1/6/2025 |
 Microvast (MVST) | 0.02% | 0% | 0.23% | 1/27/2025 |
 ProQR (PRQR) | 0.02% | 0% | 0.53% | 11/15/2024 |
 Corecivic (CXW) | 0.02% | 0% | 0.76% | 12/2/2024 |
 Origin Materials (ORGN) | 0.02% | 0% | 0.46% | 9/23/2024 |
 Archer Aviation (ACHR) | 0.02% | 0% | 0.23% | 2/3/2025 |
 Longboard (LBPH) | 0.02% | 0% | 0.38% | 8/28/2024 |
 iShares Semiconductor ETF (SOXX) | 0.02% | 0% | 0.69% | 3/14/2024 |
 Planet Labs (PL) | 0.01% | 0% | 0.3% | 12/30/2024 |
 Desktop Metal (DM) | 0.01% | 0% | 0.38% | 7/24/2024 |
 Legend Biotech (LEGN) | 0.01% | 0% | 0.08% | 9/4/2024 |
 PureCycle (PCT.US) | 0.01% | 0% | 0.15% | 10/10/2024 |
 Napco (NSSC) | 0.01% | 0% | 0.3% | 6/10/2024 |
 Intel (INTC) | 0.01% | 0% | 0.46% | 7/11/2024 |
 Eos Energy (EOSE) | 0.01% | 0% | 0.23% | 8/2/2024 |
 Lithium Americas (LAC) | 0.01% | 0% | 0.38% | 12/4/2024 |
 Rocket Lab (RKLB) | 0.01% | 0% | 0.08% | 10/15/2024 |
 Atour (ATAT) | 0.01% | 0% | 0.08% | 10/23/2024 |
 Immuneering (IMRX) | 0.01% | 0% | 0.23% | 10/7/2024 |
 Semler Scientific (SMLR) | 0.01% | 0% | 0.46% | 12/18/2024 |
 Canopy Growth (CGC) | 0.01% | 0% | 0.46% | 5/23/2024 |
 Axon (AXON) | 0.01% | 0% | 0.46% | 5/16/2024 |
 Hims & Hers (HIMS) | 0% | 0% | 0.23% | 7/18/2024 |
 Innoviz (INVZ) | 0% | 0% | 0.23% | 1/27/2025 |
 Aurora Cannabis (ACB) | 0% | 0% | 0.46% | 5/23/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Kodiak Sciences (KOD) | 7.47% | 7.72% |
| Xometry (XMTR) | 4.44% | 5.53% |
| OppFi (OPFI) | 2.5% | 2.44% |
| Tarsus (TARS) | 0.92% | 1.05% |