Portfolio Diversification
Range
Most Diversified
52 instruments
August 8, 2023
Least Diversified
0 instruments
February 2, 2025
Average
50.2 instruments
Most Consistent Holdings
Top 5
GOOG99.91%
META99.91%
MSFT99.91%
AMZN99.91%
INTC99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Crowdstrike (CRWD) | 3.98% | 0% | 99.91% | 2/1/2025 |
 Bitcoin (BTC) | 3.95% | 0% | 99.91% | 2/1/2025 |
 Vanguard Total Stock Market ETF (VTI) | 3.68% | 0% | 91.98% | 2/1/2025 |
 Vanguard Information Technology (VGT) | 3.28% | 0% | 99.91% | 2/1/2025 |
 Vistra (VST) | 3.11% | 0% | 98.81% | 2/1/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 2.93% | 0% | 99.91% | 2/1/2025 |
| Amazon (AMZN) | 2.57% | 0% | 99.91% | 2/1/2025 |
 Alibaba (BABA) | 2.32% | 0% | 99.91% | 2/1/2025 |
 Salesforce (CRM) | 2.22% | 0% | 99.91% | 2/1/2025 |
| Meta (META) | 1.95% | 0% | 99.91% | 2/1/2025 |
 GoDaddy (GDDY) | 1.83% | 0% | 99.91% | 2/1/2025 |
| Alphabet (GOOG) | 1.82% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 1.7% | 0% | 99.91% | 2/1/2025 |
 Roche (ROG.ZU) | 1.67% | 0% | 99.91% | 2/1/2025 |
 Ethereum (ETH) | 1.54% | 0% | 99.91% | 2/1/2025 |
 LSE (LSEG.L) | 1.49% | 0% | 99.91% | 2/1/2025 |
 Mastercard (MA) | 1.47% | 0% | 99.91% | 2/1/2025 |
 Visa (V) | 1.36% | 0% | 99.91% | 2/1/2025 |
 MercadoLibre (MELI) | 1.31% | 0% | 99.91% | 2/1/2025 |
 AstraZeneca (AZN.L) | 1.3% | 0% | 99.91% | 2/1/2025 |
 PayPal (PYPL) | 1.28% | 0% | 99.91% | 2/1/2025 |
 Dropbox (DBX) | 1.24% | 0% | 99.91% | 2/1/2025 |
 ACS (ACS.MC) | 1.22% | 0% | 90.61% | 10/23/2024 |
 Uber (UBER) | 1.13% | 0% | 99.91% | 2/1/2025 |
 Airbus (AIR.PA) | 1.07% | 0% | 89.43% | 2/1/2025 |
| Intel (INTC) | 1.06% | 0% | 99.91% | 2/1/2025 |
 CRISPR Therapeutics (CRSP) | 1.03% | 0% | 99.91% | 2/1/2025 |
 Tesla (TSLA) | 0.99% | 0% | 99.91% | 2/1/2025 |
 Etsy (ETSY) | 0.99% | 0% | 99.91% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 0.97% | 0% | 86.69% | 2/1/2025 |
 Mitek (MITK) | 0.91% | 0% | 99.91% | 2/1/2025 |
 Bitcoin Cash (BCH) | 0.87% | 0% | 99.91% | 2/1/2025 |
 Philips (PHIA.NV) | 0.85% | 0% | 99.91% | 2/1/2025 |
 Canadian Solar (CSIQ) | 0.85% | 0% | 99.91% | 2/1/2025 |
 SolarEdge (SEDG) | 0.7% | 0% | 99.91% | 2/1/2025 |
 Silicon Motion (SIMO) | 0.69% | 0% | 67.18% | 2/1/2025 |
 ARK Innovation ETF (ARKK) | 0.65% | 0% | 99.91% | 2/1/2025 |
 Sage (SAGE) | 0.61% | 0% | 99.91% | 2/1/2025 |
 Ams (AMS.ZU) | 0.57% | 0% | 84.69% | 8/20/2024 |
 Corsair (CRSR) | 0.49% | 0% | 99.91% | 2/1/2025 |
 Warner Bros Discovery (WBD) | 0.48% | 0% | 90.7% | 2/1/2025 |
 Teladoc (TDOC) | 0.45% | 0% | 99.91% | 2/1/2025 |
 Cineworld Group PLC (CINE.L) | 0.41% | 0% | 83.77% | 8/8/2024 |
 Ally (ALLY) | 0.41% | 0% | 49.04% | 2/1/2025 |
 Everbridge Inc (EVBG) | 0.39% | 0% | 47.86% | 7/4/2024 |
 Virgin Galactic (SPCE) | 0.37% | 0% | 99.54% | 1/28/2025 |
 ARK Genomic Revolution ETF (ARKG) | 0.36% | 0% | 99.91% | 2/1/2025 |
 Atos (ATO.PA) | 0.33% | 0% | 99.91% | 2/1/2025 |
 Skyworks (SWKS) | 0.32% | 0% | 51.32% | 2/1/2025 |
 Beyond Meat (BYND) | 0.3% | 0% | 99.54% | 1/28/2025 |
 ASOS (ASC.L) | 0.25% | 0% | 99.91% | 2/1/2025 |
 Fintech Acquisition Corp. V (FTCV) | 0.24% | 0% | 29.44% | 12/9/2022 |
 Ted Baker PLC (TED.L) | 0.23% | 0% | 25.8% | 10/24/2022 |
 IOTA (MIOTA) | 0.15% | 0% | 99.91% | 2/1/2025 |
 Discovery Inc (DISCA) | 0.14% | 0% | 9.21% | 4/12/2022 |
 Tencent Music (TME) | 0.09% | 0% | 10.48% | 4/26/2022 |
 Enphase (ENPH) | 0.08% | 0% | 9.12% | 2/1/2025 |
 New Oriental (EDU) | 0.01% | 0% | 4.92% | 2/23/2022 |
 TAL Education (TAL) | 0.01% | 0% | 4.92% | 2/23/2022 |
 NVIDIA (NVDA) | 0% | 0% | 0.18% | 2/1/2025 |
 Northeast Bank (NBN) | 0% | 0% | 0.18% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 3.34% | 6.55% |
| Crowdstrike (CRWD) | 2.99% | 5.53% |
| Vanguard Information Technology (VGT) | 2.75% | 4.01% |
| Vanguard Total Stock Market ETF (VTI) | 2.51% | 3.2% |
| Vistra (VST) | 0.4% | 3.13% |
| Amazon (AMZN) | 2.15% | 2.99% |
| Salesforce (CRM) | 1.55% | 2.58% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 1.91% | 2.55% |
| GoDaddy (GDDY) | 1.08% | 2.48% |
| Meta (META) | 1.26% | 2.45% |
| Alphabet (GOOG) | 1.19% | 1.75% |
| Ethereum (ETH) | 1.19% | 1.52% |
| PayPal (PYPL) | 2.39% | 1.48% |
| Alibaba (BABA) | 3.58% | 1.46% |
| Microsoft (MSFT) | 0.96% | 1.46% |
| MercadoLibre (MELI) | 1.19% | 1.31% |
| Mastercard (MA) | 0.96% | 1.3% |
| LSE (LSEG.L) | 0.96% | 1.29% |
| Roche (ROG.ZU) | 1.67% | 1.27% |
| Visa (V) | 0.96% | 1.2% |
| Bitcoin Cash (BCH) | 1.08% | 1.18% |
| Tesla (TSLA) | 0.72% | 1.11% |
| Dropbox (DBX) | 0.96% | 1.02% |
| Uber (UBER) | 0.72% | 1% |
| SPDR S&P 500 ETF (SPY) | 0.72% | 0.98% |
| Airbus (AIR.PA) | 0.72% | 0.97% |
| Philips (PHIA.NV) | 1.19% | 0.96% |
| Enphase (ENPH) | 1.19% | 0.91% |
| AstraZeneca (AZN.L) | 0.72% | 0.84% |
| Ally (ALLY) | 0.6% | 0.68% |
| Silicon Motion (SIMO) | 0.84% | 0.64% |
| Mitek (MITK) | 0.96% | 0.61% |
| CRISPR Therapeutics (CRSP) | 1.31% | 0.58% |
| ARK Innovation ETF (ARKK) | 1.19% | 0.53% |
| Intel (INTC) | 1.19% | 0.52% |
| Skyworks (SWKS) | 0.6% | 0.43% |
| Etsy (ETSY) | 1.08% | 0.42% |
| Warner Bros Discovery (WBD) | 1.08% | 0.32% |
| Canadian Solar (CSIQ) | 0.72% | 0.22% |
| ARK Genomic Revolution ETF (ARKG) | 0.72% | 0.18% |
| Corsair (CRSR) | 0.6% | 0.15% |
| Teladoc (TDOC) | 1.91% | 0.1% |
| ASOS (ASC.L) | 0.48% | 0.1% |
| IOTA (MIOTA) | 0.48% | 0.09% |
| Atos (ATO.PA) | 0.72% | 0.08% |
| Sage (SAGE) | 0.6% | 0.07% |
| Beyond Meat (BYND) | 1.43% | 0.04% |
| SolarEdge (SEDG) | 0.72% | 0.03% |
| Virgin Galactic (SPCE) | 1.43% | 0.02% |