Portfolio Diversification
Range
Most Diversified
24 instruments
November 28, 2023
Least Diversified
0 instruments
February 2, 2025
Average
21.1 instruments
Most Consistent Holdings
Top 5
INTC99.9%
MU99.9%
BABA99.9%
PINS99.9%
MSFT99.79%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 American Express (AXP) | 7.83% | 9.11% | 99.79% | - |
| Alibaba (BABA) | 7.67% | 6.45% | 99.9% | - |
| Microsoft (MSFT) | 6.83% | 3.93% | 99.79% | - |
 Berkshire Hathaway (BRK.B) | 6.74% | 12.35% | 99.79% | - |
| Micron (MU) | 5.5% | 6.05% | 99.9% | - |
 Bank of America (BAC) | 4.92% | 0% | 65.39% | 10/4/2024 |
 Tencent (0700.HK) | 4.18% | 0% | 88.95% | 5/22/2025 |
 Flow Traders (FLOW.NV) | 4.15% | 0% | 97.62% | 8/14/2025 |
| Intel (INTC) | 3.26% | 1.78% | 99.9% | - |
 Apple (AAPL) | 3.09% | 0% | 52.07% | 5/27/2024 |
 Porsche (PAH3.DE) | 2.8% | 0% | 78.1% | 2/6/2025 |
 Visa (V) | 2.77% | 0% | 65.29% | 10/3/2024 |
 Sprott Physical Gold Trust (PHYS) | 2.7% | 11.92% | 23.66% | - |
| Pinterest (PINS) | 2.43% | 2.22% | 99.9% | - |
 StoneCo (STNE) | 2.41% | 0% | 69.42% | 11/13/2024 |
 Amazon (AMZN) | 2.18% | 0% | 52.17% | 5/29/2024 |
 RELX (REL.L) | 2.16% | 0% | 59.71% | 2/12/2025 |
 Occidental (OXY) | 1.9% | 5.69% | 30.99% | - |
 Sea (SE) | 1.82% | 0% | 49.17% | 4/29/2024 |
 Silicon Motion (SIMO) | 1.69% | 0% | 49.17% | 4/29/2024 |
 Coca-Cola (KO) | 1.69% | 0% | 52.07% | 5/27/2024 |
 Constellation Brands (STZ) | 1.57% | 7.64% | 20.45% | - |
 TBC (TBCG.L) | 1.5% | 0% | 26.03% | 2/12/2025 |
 Newmont (NEM) | 1.26% | 0% | 64.67% | 9/27/2024 |
 Plug Power (PLUG) | 1.24% | 0% | 26.24% | 1/10/2025 |
 BAE Systems (BA.L) | 1.17% | 5.66% | 19.73% | - |
 Star Bulk (SBLK) | 1.15% | 2.74% | 40.91% | - |
 Teladoc (TDOC) | 1.08% | 0.62% | 80.79% | - |
 Bloom Energy (BE) | 1.07% | 0% | 19.52% | 11/6/2024 |
 Marathon Oil (MRO) | 0.99% | 0% | 49.17% | 4/29/2024 |
 VAALCO (EGY) | 0.94% | 1.43% | 47.73% | - |
 Coats (COA.L) | 0.82% | 3.67% | 20.45% | - |
 Bioatla (BCAB) | 0.71% | 1.21% | 34.92% | - |
 Paysign (PAYS) | 0.68% | 2.78% | 20.76% | - |
 Bunge (BG) | 0.68% | 0% | 14.67% | 6/13/2025 |
 Taylor Wimpey (TW.L) | 0.63% | 0% | 13.64% | 7/10/2025 |
 Molina (MOH) | 0.62% | 0% | 13.43% | 3/10/2025 |
 Zoom (ZM) | 0.57% | 0% | 21.28% | 2/2/2024 |
 Fortinet (FTNT) | 0.4% | 8.75% | 4.75% | - |
 Block Inc. (XYZ) | 0.36% | 0% | 9.09% | 10/30/2024 |
 Chubb (CB) | 0.27% | 0% | 5.27% | 12/27/2024 |
 Netflix (NFLX) | 0.2% | 0% | 9.92% | 4/29/2024 |
 GameStop (GME) | 0.16% | 0% | 6.2% | 2/5/2025 |
 Ionq (IONQ) | 0.02% | 2.99% | 0.83% | - |
 Vertiv (VRT) | 0.02% | 2.45% | 0.83% | - |
 Meituan (03690.HK) | 0.01% | 0% | 4.03% | 5/8/2023 |
 Polygon Ecosystem (ex Matic) (POL) | 0% | 0% | 0.31% | 11/30/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| American Express (AXP) | 2.93% | 9.99% |
| Alibaba (BABA) | 16.38% | 9.78% |
| Microsoft (MSFT) | 3.49% | 7.96% |
| Occidental (OXY) | 7.01% | 7.37% |
| Berkshire Hathaway (BRK.B) | 4.15% | 6.9% |
| TBC (TBCG.L) | 4.88% | 6.45% |
| Micron (MU) | 3.91% | 5.01% |
| Molina (MOH) | 4.88% | 4.77% |
| Plug Power (PLUG) | 4.88% | 4.48% |
| Flow Traders (FLOW.NV) | 5.5% | 4.12% |
| RELX (REL.L) | 2.44% | 3.79% |
| Porsche (PAH3.DE) | 5.21% | 2.7% |
| Star Bulk (SBLK) | 3.42% | 2.62% |
| Pinterest (PINS) | 3.93% | 2.11% |
| Tencent (0700.HK) | 2.35% | 2.1% |
| VAALCO (EGY) | 2.56% | 1.94% |
| Intel (INTC) | 2.93% | 1.77% |
| Bioatla (BCAB) | 4.68% | 1.75% |
| Teladoc (TDOC) | 2.05% | 0.9% |