Portfolio Diversification
Range
Most Diversified
46 instruments
March 15, 2022
Least Diversified
19 instruments
August 27, 2024
Average
32.2 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) | 22.7% | 36.87% | 100% | - |
| Apple (AAPL) | 8.45% | 6.02% | 100% | - |
 MercadoLibre (MELI) | 6.71% | 7% | 100% | - |
| Microsoft (MSFT) | 5.94% | 5.28% | 100% | - |
| Amazon (AMZN) | 5.34% | 5.04% | 100% | - |
 Netflix (NFLX) | 4.85% | 7.28% | 100% | - |
 Tesla (TSLA) | 4.43% | 2% | 100% | - |
| Meta (META) | 4.05% | 5.78% | 100% | - |
 Shopify (SHOP) | 3.75% | 3.37% | 100% | - |
| Alphabet (GOOG) | 3.64% | 4.16% | 100% | - |
 AMD (AMD) | 3.11% | 2.98% | 100% | - |
 Invesco QQQ (QQQ) | 2.59% | 3.11% | 93.97% | - |
 Vanguard S&P 500 ETF (VOO) | 2.5% | 2.82% | 94.5% | - |
 Trade Desk (TTD) | 2.44% | 0.96% | 100% | - |
 Adobe (ADBE) | 2.41% | 0% | 71.53% | 8/26/2024 |
 Vanguard Total Stock Market ETF (VTI) | 2.32% | 2.57% | 94.5% | - |
 Vanguard Value ETF (VTV) | 1.76% | 1.72% | 81.98% | - |
 PayPal (PYPL) | 1.6% | 0% | 57.33% | 2/20/2024 |
 Crowdstrike (CRWD) | 1.49% | 1.52% | 100% | - |
 Block Inc. (XYZ) | 1.21% | 0% | 57.33% | 2/20/2024 |
 Bitcoin (BTC) | 0.91% | 0.9% | 94.89% | - |
 Etsy (ETSY) | 0.77% | 0% | 57.33% | 2/20/2024 |
 Ethereum (ETH) | 0.68% | 0.52% | 94.89% | - |
 Pinterest (PINS) | 0.62% | 0% | 57.79% | 2/26/2024 |
 PepsiCo (PEP) | 0.55% | 0% | 40.53% | 9/6/2023 |
 SolarEdge (SEDG) | 0.53% | 0% | 44.96% | 9/8/2023 |
 Airbnb (ABNB) | 0.47% | 0% | 57.79% | 2/26/2024 |
 Cloudflare (NET) | 0.41% | 0% | 63.13% | 5/7/2024 |
 Atlassian (TEAM) | 0.38% | 0% | 58.09% | 3/1/2024 |
 Twilio (TWLO) | 0.37% | 0% | 56.95% | 2/15/2024 |
 Roku (ROKU) | 0.31% | 0% | 56.18% | 2/5/2024 |
 Okta (OKTA) | 0.25% | 0% | 56.95% | 2/15/2024 |
 Chewy (CHWY) | 0.21% | 0% | 45.04% | 9/11/2023 |
 Sea (SE) | 0.21% | 0% | 45.04% | 9/11/2023 |
 DocuSign (DOCU) | 0.2% | 0% | 45.11% | 9/12/2023 |
 Zoom (ZM) | 0.2% | 0% | 45.04% | 9/11/2023 |
 Fiverr (FVRR) | 0.2% | 0% | 45.04% | 9/11/2023 |
 Snowflake (SNOW) | 0.19% | 0% | 56.95% | 2/15/2024 |
 Fastly (FSLY) | 0.14% | 0% | 56.95% | 2/15/2024 |
 Roblox (RBLX) | 0.14% | 0% | 44.81% | 9/6/2023 |
 Zillow (Z) | 0.13% | 0% | 44.81% | 9/6/2023 |
 Lemonade (LMND) | 0.12% | 0% | 52.98% | 2/15/2024 |
 Nio (NIO) | 0.08% | 0% | 45.04% | 9/11/2023 |
 Peloton (PTON) | 0.06% | 0% | 51.91% | 12/11/2023 |
 Teladoc (TDOC) | 0.06% | 0% | 45.04% | 9/11/2023 |
 Tesco (TSCO.L) | 0.02% | 0% | 1.76% | 3/21/2022 |
 Sainsbury's (SBRY.L) | 0.02% | 0% | 1.76% | 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% |