Portfolio Diversification
Range
Most Diversified
38 instruments
June 3, 2022
Least Diversified
0 instruments
February 2, 2025
Average
27 instruments
Most Consistent Holdings
Top 5
AAPL99.9%
GOOG99.9%
META99.9%
MSFT99.9%
AMZN99.9%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since May 17, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Tesla (TSLA) | 12.36% | 11.59% | 99.9% | - |
| Apple (AAPL) | 8.61% | 7.62% | 99.9% | - |
| Alphabet (GOOG) | 7.55% | 7.95% | 99.9% | - |
| Microsoft (MSFT) | 7.46% | 8.33% | 99.9% | - |
| Amazon (AMZN) | 7.3% | 7.9% | 99.9% | - |
 NVIDIA (NVDA) | 6.17% | 5.73% | 99.9% | - |
 Palantir (PLTR) | 4.89% | 12.99% | 99.9% | - |
 Invesco QQQ (QQQ) | 4.27% | 0.39% | 99.9% | - |
| Meta (META) | 3.98% | 4.13% | 99.9% | - |
 Vanguard S&P 500 ETF (VOO) | 3.82% | 0.21% | 99.9% | - |
 Berkshire Hathaway (BRK.B) | 3.19% | 0% | 59.79% | 2/27/2024 |
 MicroStrategy (MSTR) | 2.85% | 7.45% | 38.87% | - |
 Salesforce (CRM) | 2.81% | 2.95% | 91.36% | - |
 Costco (COST) | 2.51% | 2.89% | 99.9% | - |
 Netflix (NFLX) | 1.91% | 2.88% | 99.9% | - |
 Crowdstrike (CRWD) | 1.75% | 2.45% | 95.87% | - |
 Palo Alto Networks (PANW) | 1.64% | 3.72% | 40.12% | - |
 PayPal (PYPL) | 1.52% | 1.7% | 99.9% | - |
 AMD (AMD) | 1.49% | 3.02% | 99.62% | - |
 Snowflake (SNOW) | 1.25% | 2.36% | 99.9% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.08% | 0% | 58.16% | 2/27/2024 |
 Visa (V) | 0.97% | 0% | 59.79% | 2/27/2024 |
 Accenture (ACN) | 0.89% | 0% | 59.79% | 2/27/2024 |
 Thermo Fisher (TMO) | 0.87% | 0% | 59.79% | 2/27/2024 |
 Block Inc. (XYZ) | 0.84% | 0% | 42.71% | 2/25/2025 |
 Abbott (ABT) | 0.84% | 0% | 59.79% | 2/27/2024 |
 Bank of America (BAC) | 0.79% | 0% | 59.79% | 2/27/2024 |
 Adobe (ADBE) | 0.78% | 0% | 49.71% | 11/14/2023 |
 Enphase (ENPH) | 0.73% | 0% | 37.81% | 1/29/2025 |
 Sea (SE) | 0.64% | 0% | 42.13% | 8/24/2023 |
 Cloudflare (NET) | 0.54% | 3.72% | 14.78% | - |
 CRISPR Therapeutics (CRSP) | 0.47% | 0% | 59.79% | 2/27/2024 |
 Qualcomm (QCOM) | 0.4% | 0% | 59.79% | 2/27/2024 |
 Eli Lilly (LLY) | 0.38% | 0% | 19.77% | 12/29/2022 |
 Fiverr (FVRR) | 0.36% | 0% | 59.79% | 2/27/2024 |
 Mastercard (MA) | 0.34% | 0% | 19.77% | 12/29/2022 |
 Nike (NKE) | 0.16% | 0% | 19.77% | 12/29/2022 |
 Broadcom (AVGO) | 0.14% | 0% | 12.67% | 10/25/2022 |
 Supermicro (SMCI) | 0.14% | 0% | 8.54% | 11/18/2024 |
 Cisco (CSCO) | 0.14% | 0% | 14.01% | 10/25/2022 |
 DexCom (DXCM) | 0.13% | 0% | 14.88% | 11/1/2022 |
 Pfizer (PFE) | 0.13% | 0% | 5.76% | 2/27/2024 |
 Bitcoin (BTC) | 0.11% | 0% | 1.44% | 3/14/2024 |
 Paramount (PARA) | 0.11% | 0% | 14.3% | 10/25/2022 |
 Twilio (TWLO) | 0.11% | 0% | 15.16% | 11/4/2022 |
 Unity (U) | 0.07% | 0% | 8.16% | 8/11/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 13.3% | 14.49% |
| Palantir (PLTR) | 7.04% | 10.23% |
| Amazon (AMZN) | 8.78% | 8.5% |
| Apple (AAPL) | 8.04% | 8.25% |
| Alphabet (GOOG) | 7.82% | 7.67% |
| Microsoft (MSFT) | 7.82% | 6.9% |
| NVIDIA (NVDA) | 5.24% | 6.71% |
| MicroStrategy (MSTR) | 6.27% | 5.38% |
| Meta (META) | 3.94% | 4.04% |
| Palo Alto Networks (PANW) | 4.05% | 3.56% |
| Salesforce (CRM) | 3.92% | 3.49% |
| Cloudflare (NET) | 3.56% | 3.19% |
| Costco (COST) | 2.58% | 2.41% |
| Block Inc. (XYZ) | 2.74% | 2.33% |
| Snowflake (SNOW) | 2.71% | 2.22% |
| Netflix (NFLX) | 2.13% | 2.16% |
| PayPal (PYPL) | 2.13% | 2.1% |
| AMD (AMD) | 2.87% | 2.02% |
| Crowdstrike (CRWD) | 2.15% | 1.94% |
| Enphase (ENPH) | 2.17% | 1.46% |
| Invesco QQQ (QQQ) | 0.49% | 0.63% |
| Vanguard S&P 500 ETF (VOO) | 0.26% | 0.33% |