Portfolio Diversification
Range
Most Diversified
46 instruments
March 15, 2022
Least Diversified
19 instruments
August 27, 2024
Average
33.4 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 21.48% | 33.59% | 100% | - |
| Apple (AAPL) | 8.71% | 6.13% | 100% | - |
 MercadoLibre (MELI) | 6.63% | 8.74% | 100% | - |
| Microsoft (MSFT) | 5.98% | 5.47% | 100% | - |
| Amazon (AMZN) | 5.36% | 5.21% | 100% | - |
 Tesla (TSLA) | 4.65% | 2.39% | 100% | - |
 Netflix (NFLX) | 4.6% | 8.14% | 100% | - |
| Meta (META) | 3.88% | 5.76% | 100% | - |
 Shopify (SHOP) | 3.81% | 3.05% | 100% | - |
| Alphabet (GOOG) | 3.66% | 3.45% | 100% | - |
 AMD (AMD) | 3.13% | 2.47% | 100% | - |
 Adobe (ADBE) | 2.63% | 0% | 78.02% | 8/26/2024 |
 Trade Desk (TTD) | 2.54% | 1.57% | 100% | - |
 Invesco QQQ (QQQ) | 2.54% | 3.26% | 93.42% | - |
 Vanguard S&P 500 ETF (VOO) | 2.47% | 2.99% | 94% | - |
 Vanguard Total Stock Market ETF (VTI) | 2.3% | 2.26% | 94% | - |
 Vanguard Value ETF (VTV) | 1.76% | 1.88% | 80.35% | - |
 PayPal (PYPL) | 1.75% | 0% | 62.53% | 2/20/2024 |
 Crowdstrike (CRWD) | 1.46% | 1.86% | 100% | - |
 Block Inc. (XYZ) | 1.32% | 0% | 62.53% | 2/20/2024 |
 Bitcoin (BTC) | 0.9% | 1.22% | 94.42% | - |
 Etsy (ETSY) | 0.84% | 0% | 62.53% | 2/20/2024 |
 Ethereum (ETH) | 0.7% | 0.44% | 94.42% | - |
 Pinterest (PINS) | 0.68% | 0% | 63.03% | 2/26/2024 |
 PepsiCo (PEP) | 0.6% | 0% | 44.21% | 9/6/2023 |
 SolarEdge (SEDG) | 0.58% | 0% | 49.04% | 9/8/2023 |
 Airbnb (ABNB) | 0.51% | 0% | 63.03% | 2/26/2024 |
 Cloudflare (NET) | 0.45% | 0% | 68.86% | 5/7/2024 |
 Atlassian (TEAM) | 0.42% | 0% | 63.36% | 3/1/2024 |
 Twilio (TWLO) | 0.4% | 0% | 62.11% | 2/15/2024 |
 Roku (ROKU) | 0.34% | 0% | 61.28% | 2/5/2024 |
 Okta (OKTA) | 0.27% | 0% | 62.11% | 2/15/2024 |
 Chewy (CHWY) | 0.23% | 0% | 49.13% | 9/11/2023 |
 Sea (SE) | 0.23% | 0% | 49.13% | 9/11/2023 |
 DocuSign (DOCU) | 0.22% | 0% | 49.21% | 9/12/2023 |
 Zoom (ZM) | 0.22% | 0% | 49.13% | 9/11/2023 |
 Fiverr (FVRR) | 0.22% | 0% | 49.13% | 9/11/2023 |
 Snowflake (SNOW) | 0.21% | 0% | 62.11% | 2/15/2024 |
 Fastly (FSLY) | 0.16% | 0% | 62.11% | 2/15/2024 |
 Roblox (RBLX) | 0.16% | 0% | 48.88% | 9/6/2023 |
 Zillow (Z) | 0.14% | 0% | 48.88% | 9/6/2023 |
 Lemonade (LMND) | 0.13% | 0% | 57.79% | 2/15/2024 |
 Nio (NIO) | 0.09% | 0% | 49.13% | 9/11/2023 |
 Peloton (PTON) | 0.06% | 0% | 56.62% | 12/11/2023 |
 Teladoc (TDOC) | 0.06% | 0% | 49.13% | 9/11/2023 |
 Tesco (TSCO.L) | 0.02% | 0% | 1.92% | 3/21/2022 |
 Sainsbury's (SBRY.L) | 0.02% | 0% | 1.92% | 3/21/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 5.55% | 34.63% |
| Apple (AAPL) | 6.7% | 7.53% |
| Netflix (NFLX) | 6.54% | 6.31% |
| MercadoLibre (MELI) | 6.16% | 5.97% |
| Amazon (AMZN) | 6.73% | 5.76% |
| Meta (META) | 7.2% | 5.46% |
| Microsoft (MSFT) | 7.22% | 5.27% |
| Alphabet (GOOG) | 6.81% | 4.07% |
| Invesco QQQ (QQQ) | 6.17% | 3.32% |
| Vanguard S&P 500 ETF (VOO) | 6.08% | 3.06% |
| Shopify (SHOP) | 6.12% | 2.95% |
| Tesla (TSLA) | 5.26% | 2.87% |
| AMD (AMD) | 6.22% | 2.65% |
| Trade Desk (TTD) | 3.72% | 2.5% |
| Vanguard Total Stock Market ETF (VTI) | 4.44% | 2.33% |
| Vanguard Value ETF (VTV) | 4.47% | 1.91% |
| Crowdstrike (CRWD) | 1.89% | 1.5% |
| Bitcoin (BTC) | 1.22% | 1.15% |
| Ethereum (ETH) | 1.28% | 0.61% |