Portfolio Diversification
Range
Most Diversified
18 instruments
June 7, 2024
Least Diversified
0 instruments
August 3, 2024
Average
7.6 instruments
Most Consistent Holdings
Top 5
SPY63.48%
XLK63.48%
XLI63.33%
VT.US61.49%
XLV61.12%
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) | 12.34% | 0% | 63.48% | 6/12/2024 |
 ProShares UltraPro QQQ (TQQQ) | 10.07% | 0% | 14.14% | 6/23/2025 |
| Vanguard Total World Stock ETF (VT.US) | 9.22% | 0% | 61.49% | 5/15/2024 |
 Vanguard Real Estate ETF (VNQ) | 9.04% | 0% | 59.28% | 4/15/2024 |
| Technology Select Sector SPDR (XLK) | 7.68% | 0% | 63.48% | 6/12/2024 |
| Industrial Select Sector SPDR (XLI) | 7.54% | 0% | 63.33% | 6/10/2024 |
 Consumer Discret Select Sector SPDR (XLY) | 3.97% | 0% | 61.12% | 5/10/2024 |
 Meta (META) | 3.03% | 0% | 61.05% | 6/13/2024 |
| The Health Care Select Sector SPDR Fund (XLV) | 2.93% | 0% | 61.12% | 5/10/2024 |
 United States Oil Fund (USO) | 2.2% | 0% | 55.01% | 4/22/2024 |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 1.95% | 0% | 48.38% | 1/22/2024 |
 Invesco QQQ (QQQ) | 1.69% | 0% | 6.85% | 7/1/2025 |
 XRP (XRP) | 1.35% | 40.98% | 3.02% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.57% | 0% | 10.09% | 6/10/2024 |
 Lexicon Pharmaceuticals (LXRX) | 0.52% | 14.97% | 2.43% | - |
 Amprius (AMPX) | 0.43% | 0% | 2.87% | 10/17/2025 |
 ARM (ARM) | 0.29% | 0% | 2.95% | 7/16/2024 |
 Camtek (CAMT) | 0.28% | 0% | 4.86% | 7/16/2024 |
 Tencent Music (TME) | 0.27% | 0% | 3.61% | 8/1/2024 |
 Onto Innovation (ONTO) | 0.27% | 0% | 3.02% | 7/17/2024 |
 Nu (NU) | 0.24% | 0% | 2.8% | 8/1/2024 |
 Arista (ANET) | 0.24% | 0% | 2.5% | 7/17/2024 |
 Pure Storage (PSTG) | 0.24% | 0% | 3.83% | 7/2/2024 |
 CAVA (CAVA) | 0.23% | 0% | 3.68% | 7/10/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.21% | 0% | 9.57% | 7/16/2024 |
 Carpenter Technology (CRS) | 0.19% | 0% | 2.72% | 8/2/2024 |
 Robinhood (HOOD) | 0.17% | 0% | 3.17% | 7/30/2024 |
 CHS (CYH) | 0.16% | 0% | 1.55% | 9/10/2024 |
 Dutch Bros (BROS) | 0.14% | 0% | 2.65% | 7/16/2024 |
 Fastly (FSLY) | 0.14% | 0% | 0.88% | 2/3/2025 |
 Lumen (LUMN) | 0.13% | 0% | 1.62% | 10/1/2024 |
 Medpace (MEDP) | 0.12% | 0% | 3.9% | 7/23/2024 |
 Crowdstrike (CRWD) | 0.12% | 0% | 4.79% | 7/15/2024 |
 Eli Lilly (LLY) | 0.12% | 0% | 2.36% | 6/12/2024 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.12% | 0% | 4.27% | 6/7/2024 |
 Vital Farms (VITL) | 0.12% | 0% | 1.62% | 7/16/2024 |
 Xometry (XMTR) | 0.11% | 0% | 2.14% | 1/7/2025 |
 PureCycle (PCT.US) | 0.1% | 0% | 0.88% | 10/13/2025 |
 Centrus (LEU) | 0.09% | 0% | 2.72% | 10/17/2025 |
 GDS (GDS) | 0.09% | 0% | 1.55% | 10/9/2024 |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.08% | 0% | 5.45% | 2/26/2024 |
 XPeng (XPEV) | 0.08% | 0% | 0.44% | 12/30/2024 |
 Micron (MU) | 0.08% | 0% | 1.1% | 6/27/2024 |
 SPDR Gold (GLD) | 0.08% | 0% | 2.72% | 5/16/2024 |
 Personalis (PSNL) | 0.08% | 0% | 1.84% | 10/11/2024 |
 Mirum Pharmaceuticals (MIRM) | 0.07% | 0% | 0.22% | 8/29/2024 |
 Cassava Sciences (SAVA) | 0.07% | 0% | 0.81% | 9/23/2024 |
 Apollo (APO) | 0.07% | 0% | 2.21% | 6/10/2024 |
 GigaCloud (GCT) | 0.06% | 0% | 0.66% | 10/23/2024 |
 Clover Health (CLOV) | 0.06% | 0% | 1.18% | 8/29/2024 |
 EVgo (EVGO) | 0.06% | 0% | 0.81% | 9/3/2024 |
 Sangamo (SGMO) | 0.06% | 0% | 1.33% | 12/31/2024 |
 Kodiak Sciences (KOD) | 0.05% | 0% | 0.74% | 1/2/2025 |
 Coinbase (COIN) | 0.05% | 0% | 0.52% | 12/17/2024 |
 On (ONON) | 0.04% | 0% | 0.52% | 6/17/2024 |
 Oklo (OKLO) | 0.04% | 0% | 0.81% | 11/27/2024 |
 Limbach (LMB) | 0.04% | 0% | 1.47% | 7/31/2024 |
 Ceragon (CRNT) | 0.04% | 0% | 0.52% | 12/30/2024 |
 MicroStrategy (MSTR) | 0.04% | 0% | 0.52% | 12/18/2024 |
 NVIDIA (NVDA) | 0.04% | 0% | 0.88% | 7/17/2024 |
 Loma Negra (LOMA) | 0.03% | 0% | 0.37% | 12/31/2024 |
 Ocugen (OCGN) | 0.03% | 0% | 2.43% | 10/13/2025 |
 Tarsus (TARS) | 0.03% | 0% | 3.39% | 1/7/2025 |
 Gevo (GEVO) | 0.03% | 0% | 0.29% | 10/1/2024 |
 Forward Air (FWRD) | 0.03% | 0% | 0.15% | 9/17/2025 |
 Sunnova (NOVAQ) | 0.03% | 0% | 0.29% | 9/20/2024 |
 Terawulf (WULF) | 0.03% | 0% | 0.81% | 9/30/2024 |
 Hovnanian (HOV) | 0.03% | 0% | 0.81% | 5/21/2024 |
 Life Time (LTH) | 0.02% | 0% | 0.96% | 8/29/2024 |
 AMD (AMD) | 0.02% | 0% | 1.77% | 6/10/2024 |
 OppFi (OPFI) | 0.02% | 0% | 0.74% | 1/6/2025 |
 Microvast (MVST) | 0.02% | 0% | 0.22% | 1/27/2025 |
 ProQR (PRQR) | 0.02% | 0% | 0.52% | 11/15/2024 |
 Newegg (NEGG) | 0.02% | 27.17% | 0.07% | - |
 Corecivic (CXW) | 0.02% | 0% | 0.74% | 12/2/2024 |
 Origin Materials (ORGN) | 0.02% | 0% | 0.44% | 9/23/2024 |
 Archer Aviation (ACHR) | 0.02% | 0% | 0.22% | 2/3/2025 |
 Longboard (LBPH) | 0.02% | 0% | 0.37% | 8/28/2024 |
 iShares Semiconductor ETF (SOXX) | 0.02% | 0% | 0.66% | 3/14/2024 |
 Planet Labs (PL) | 0.01% | 0% | 0.29% | 12/30/2024 |
 Desktop Metal (DM) | 0.01% | 0% | 0.37% | 7/24/2024 |
 Legend Biotech (LEGN) | 0.01% | 0% | 0.07% | 9/4/2024 |
 Napco (NSSC) | 0.01% | 0% | 0.29% | 6/10/2024 |
 Intel (INTC) | 0.01% | 0% | 0.44% | 7/11/2024 |
 Eos Energy (EOSE) | 0.01% | 0% | 0.22% | 8/2/2024 |
 Lithium Americas (LAC) | 0.01% | 0% | 0.37% | 12/4/2024 |
 Rocket Lab (RKLB) | 0.01% | 0% | 0.07% | 10/15/2024 |
 Atour (ATAT) | 0.01% | 0% | 0.07% | 10/23/2024 |
 Immuneering (IMRX) | 0.01% | 0% | 0.22% | 10/7/2024 |
 Semler Scientific (SMLR) | 0.01% | 0% | 0.44% | 12/18/2024 |
 Canopy Growth (CGC) | 0.01% | 0% | 0.44% | 5/23/2024 |
 Axon (AXON) | 0.01% | 0% | 0.44% | 5/16/2024 |
 Hims & Hers (HIMS) | 0% | 0% | 0.22% | 7/18/2024 |
 Innoviz (INVZ) | 0% | 0% | 0.22% | 1/27/2025 |
 Aurora Cannabis (ACB) | 0% | 0% | 0.44% | 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% |