Portfolio Diversification
Range
Most Diversified
15 instruments
April 4, 2025
Least Diversified
0 instruments
April 18, 2023
Average
9.7 instruments
Most Consistent Holdings
Top 5
LMND98.88%
PYPL98.88%
GM98.88%
EW98.88%
SYF98.88%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 18, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Lemonade (LMND) | 14.11% | 11.57% | 98.88% | - |
 Disney (DIS) | 13.15% | 6.76% | 97.03% | - |
 Ping An (2318.HK) | 9.92% | 8.97% | 95.29% | - |
| PayPal (PYPL) | 9.6% | 4.17% | 98.88% | - |
| Edwards Lifesciences (EW) | 9.28% | 8.48% | 98.88% | - |
| GM (GM) | 5.76% | 2.9% | 98.88% | - |
 Block Inc. (XYZ) | 3.39% | 1.88% | 79.55% | - |
 Alibaba (9988.HK) | 3.36% | 4.55% | 56.26% | - |
| Synchrony (SYF) | 2.97% | 1.92% | 98.88% | - |
 Virgin Galactic (SPCE) | 2.69% | 0.41% | 79.55% | - |
 Broadcom (AVGO) | 2.52% | 22.63% | 12.76% | - |
 Alphabet (GOOG) | 1.29% | 9.72% | 12.76% | - |
 Salesforce (CRM) | 1.08% | 7.6% | 12.76% | - |
 Amazon (AMZN) | 0.8% | 6.09% | 12.76% | - |
 Beam Therapeutics (BEAM) | 0.13% | 1.13% | 12.02% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Lemonade (LMND) | 4.87% | 14.06% |
| Edwards Lifesciences (EW) | 12.45% | 11.35% |
| Ping An (2318.HK) | 10.85% | 11.29% |
| Disney (DIS) | 8.27% | 8.53% |
| PayPal (PYPL) | 6.61% | 6.53% |
| Alibaba (9988.HK) | 4.95% | 4.86% |
| GM (GM) | 2.96% | 4.08% |
| Block Inc. (XYZ) | 1.94% | 3.25% |
| Synchrony (SYF) | 1.34% | 2.49% |
| Virgin Galactic (SPCE) | 7.01% | 1.19% |