Portfolio Diversification
Range
Most Diversified
85 instruments
July 25, 2023
Least Diversified
53 instruments
February 22, 2025
Average
75.9 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 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 8.61% | 5.88% | 100% | - |
| Alphabet (GOOG) | 8.48% | 5.19% | 100% | - |
| Meta (META) | 5.79% | 4.29% | 100% | - |
| Microsoft (MSFT) | 3.62% | 4.39% | 100% | - |
 Salesforce (CRM) | 3.46% | 1.61% | 100% | - |
 MercadoLibre (MELI) | 3.09% | 1.73% | 100% | - |
 Adobe (ADBE) | 2.89% | 0.47% | 100% | - |
 Veeva (VEEV) | 2.67% | 0.96% | 100% | - |
| Apple (AAPL) | 2.56% | 1.68% | 100% | - |
 Mastercard (MA) | 2.39% | 2.36% | 100% | - |
 S&P Global (SPGI) | 2.3% | 1.87% | 100% | - |
 NVIDIA (NVDA) | 2.21% | 5.43% | 60.36% | - |
 Boston Beer (SAM) | 1.73% | 0% | 82.69% | 1/6/2025 |
 Domino's (DPZ) | 1.67% | 0% | 58.09% | 6/3/2024 |
 Thermo Fisher (TMO) | 1.61% | 1.38% | 84.17% | - |
 Palantir (PLTR) | 1.49% | 3.2% | 83.94% | - |
 Elevance Health (ELV) | 1.48% | 0.89% | 86.67% | - |
 Fortinet (FTNT) | 1.46% | 1.79% | 75.28% | - |
 Ping An (2318.HK) | 1.37% | 0.69% | 100% | - |
 Nike (NKE) | 1.37% | 0.59% | 100% | - |
 Pool Corp. (POOL) | 1.35% | 1.08% | 86.67% | - |
 Lowe's (LOW) | 1.28% | 0.86% | 88.61% | - |
 Alibaba (9988.HK) | 1.27% | 0.82% | 100% | - |
 JD.com (JD.US) | 1.26% | 0.5% | 100% | - |
 UnitedHealth (UNH) | 1.13% | 1.28% | 74.94% | - |
 Disney (DIS) | 1.12% | 0% | 45.1% | 2/8/2024 |
 Palo Alto Networks (PANW) | 1.12% | 2.33% | 53.42% | - |
 ASML (ASML) | 1.08% | 1.51% | 71.07% | - |
 Hershey (HSY) | 1.05% | 0.87% | 71.07% | - |
 Estee Lauder (EL) | 0.94% | 0% | 66.63% | 1/6/2025 |
 Autozone (AZO) | 0.84% | 0.79% | 81.78% | - |
 CME Group (CME) | 0.8% | 0% | 64.01% | 7/25/2024 |
 PepsiCo (PEP) | 0.74% | 1.06% | 52.51% | - |
 LVMH (MC.PA) | 0.73% | 1.1% | 58.31% | - |
 TSMC (TSM) | 0.7% | 0% | 37.81% | 1/27/2025 |
 Medpace (MEDP) | 0.66% | 0.56% | 57.4% | - |
 Tencent (0700.HK) | 0.55% | 0% | 40.21% | 12/27/2023 |
 iShares U.S. Medical Devices ETF (IHI) | 0.55% | 1.24% | 36.79% | - |
 MSCI (MSCI) | 0.55% | 1.2% | 46.24% | - |
 Evolution (EVO.ST) | 0.53% | 0.8% | 49.54% | - |
 JD (9618.HK) | 0.47% | 0.22% | 100% | - |
 Samsung (SMSN.L) | 0.45% | 0% | 40.21% | 12/27/2023 |
 Procter & Gamble (PG) | 0.41% | 0% | 42.03% | 2/9/2024 |
 Broadcom (AVGO) | 0.4% | 1.87% | 37.13% | - |
 Lululemon (LULU) | 0.39% | 0% | 33.37% | 1/28/2025 |
 Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) | 0.39% | 0% | 71.87% | 10/2/2024 |
 Yum China (YUMC) | 0.39% | 0% | 28.59% | 9/15/2023 |
 Wix (WIX) | 0.36% | 0% | 77.56% | 11/22/2024 |
 Uniswap (UNI) | 0.36% | 0.8% | 44.53% | - |
 McDonald's (MCD) | 0.32% | 0% | 32.69% | 7/25/2024 |
 Blackstone Secured Lending Fund (BXSL) | 0.31% | 0.91% | 43.74% | - |
 Celsius (CELH) | 0.3% | 1.46% | 39.98% | - |
 iShares Semiconductor ETF (SOXX) | 0.28% | 1.26% | 25.74% | - |
 Winnebago (WGO) | 0.27% | 0% | 19.13% | 10/20/2023 |
 MarketAxess (MKTX) | 0.26% | 0% | 20.62% | 2/20/2024 |
 Monster Beverage (MNST) | 0.25% | 0% | 30.3% | 4/4/2025 |
 Chewy (CHWY) | 0.22% | 0.18% | 100% | - |
 Xinyi Solar (0968.HK) | 0.21% | 0.04% | 100% | - |
 Orsted (ORSTED.CO) | 0.21% | 0.06% | 100% | - |
 Alteryx Inc. (AYX) | 0.21% | 0% | 49.77% | 3/21/2024 |
 ServiceNow (NOW) | 0.21% | 1.2% | 41% | - |
 Novo-Nordisk (NVO) | 0.2% | 1.31% | 18.56% | - |
 Vanguard Small-Cap Growth ETF (VBK) | 0.2% | 1.17% | 26.2% | - |
 Xiaomi (1810.HK) | 0.19% | 0% | 76.54% | 11/13/2024 |
 Nel (NEL.OL) | 0.19% | 0% | 92.26% | 3/31/2025 |
 HCA (HCA) | 0.19% | 1.47% | 15.26% | - |
 CRISPR Therapeutics (CRSP) | 0.18% | 0.07% | 100% | - |
 Johnson & Johnson (JNJ) | 0.18% | 0% | 10.59% | 11/21/2023 |
 Home Depot (HD) | 0.16% | 0% | 13.78% | 6/13/2023 |
 Nasdaq (NDAQ) | 0.15% | 0% | 20.05% | 8/25/2023 |
 Norwegian (NAS.OL) | 0.15% | 0% | 88.38% | 2/25/2025 |
 Ams (AMS.ZU) | 0.15% | 0% | 65.6% | 8/20/2024 |
 Douyu (DOYU) | 0.14% | 0% | 66.51% | 8/16/2024 |
 Nano Dimension (NNDM) | 0.14% | 0.04% | 100% | - |
 Tilray (TLRY) | 0.13% | 0% | 94.19% | 4/17/2025 |
 Jumia (JMIA) | 0.13% | 0.14% | 100% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.12% | 0% | 19.02% | 8/9/2023 |
 Invesco QQQ (QQQ) | 0.12% | 2.03% | 6.72% | - |
 Ethereum (ETH) | 0.12% | 1.36% | 11.85% | - |
 ARK Innovation ETF (ARKK) | 0.12% | 0% | 86.67% | 2/10/2025 |
 Clorox (CLX) | 0.12% | 0% | 13.33% | 5/1/2023 |
 Nio (NIO) | 0.11% | 0% | 87.02% | 2/13/2025 |
 iShares Core High Dividend ETF (HDV) | 0.11% | 0% | 19.7% | 8/15/2023 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.11% | 0% | 19.59% | 8/15/2023 |
 Sunrun (RUN) | 0.11% | 0.03% | 100% | - |
 Fastly (FSLY) | 0.1% | 0% | 87.02% | 2/13/2025 |
 Neste (NESTE.HE) | 0.1% | 0% | 86.9% | 2/12/2025 |
 Vestas (VWS.CO) | 0.09% | 0% | 39.52% | 12/21/2023 |
 Cardano (ADA) | 0.09% | 0% | 76.77% | 11/15/2024 |
 Ferrari (RACE) | 0.08% | 1.02% | 9.91% | - |
 Accenture (ACN) | 0.08% | 0.96% | 8.88% | - |
 Crowdstrike (CRWD) | 0.08% | 0.88% | 10.48% | - |
 SunPower (SPWRQ) | 0.08% | 0% | 65.49% | 8/7/2024 |
 Fiverr (FVRR) | 0.07% | 0% | 87.02% | 2/13/2025 |
 Cleanspark (CLSK) | 0.07% | 0% | 47.27% | 2/27/2024 |
 EOS (EOS) | 0.07% | 0% | 79.5% | 12/9/2024 |
 Gevo (GEVO) | 0.06% | 0.03% | 100% | - |
 Ballard Power (BLDP) | 0.06% | 0% | 86.67% | 2/10/2025 |
 Baidu (BIDU) | 0.06% | 0.42% | 14.46% | - |
 Dogecoin (DOGE) | 0.06% | 0% | 76.42% | 11/12/2024 |
 Canaan (CAN) | 0.06% | 0.01% | 100% | - |
 FNV (FNV) | 0.06% | 0% | 7.74% | 3/21/2024 |
 Asensus (ASXC) | 0.05% | 0% | 67.54% | 8/25/2024 |
 XRP (XRP) | 0.05% | 0% | 34.4% | 11/6/2023 |
 FuelCell Energy (FCEL) | 0.05% | 0% | 82.57% | 1/23/2025 |
 The Sandbox (SAND) | 0.05% | 0.46% | 10.25% | - |
 Abbott (ABT) | 0.05% | 0% | 7.29% | 6/7/2024 |
 Plug Power (PLUG) | 0.04% | 0% | 86.67% | 2/10/2025 |
 Peloton (PTON) | 0.04% | 0% | 93.51% | 4/11/2025 |
 PayPal (PYPL) | 0.04% | 0% | 6.15% | 4/18/2024 |
 IDEXX (IDXX) | 0.04% | 0.61% | 6.72% | - |
 3D Systems (DDD) | 0.03% | 0% | 86.79% | 2/11/2025 |
 Blink Charging (BLNK) | 0.03% | 0% | 83.71% | 1/21/2025 |
 Virgin Galactic (SPCE) | 0.03% | 0% | 62.64% | 7/17/2024 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.03% | 0% | 17.31% | 8/9/2023 |
 Dada Nexus (DADA) | 0.03% | 0% | 4.78% | 8/22/2024 |
 Sunworks (SUNWQ) | 0.03% | 0% | 44.87% | 2/6/2024 |
 BioNano (BNGO) | 0.02% | 0% | 56.49% | 6/4/2024 |
 SoFi (SOFI) | 0.02% | 0% | 3.53% | 2/2/2023 |
 Aston Martin (AML.L) | 0.02% | 0% | 86.67% | 2/10/2025 |
 Gold (Non Expiry) (GOLD) | 0.02% | 0% | 3.99% | 3/27/2025 |
 NEO (NEO) | 0.02% | 0% | 6.38% | 2/27/2023 |
 Lockheed Martin (LMT) | 0.02% | 0% | 4.1% | 4/4/2025 |
 Aurora Cannabis (ACB) | 0.01% | 0% | 24.72% | 8/9/2023 |
 Lam Research (LRCX) | 0.01% | 0% | 4.67% | 1/6/2025 |
 Huntington Ingalls (HII) | 0.01% | 0% | 6.38% | 1/13/2025 |
 Snowflake (SNOW) | 0.01% | 0% | 1.94% | 4/11/2024 |
 NetEase (NTES) | 0.01% | 0% | 3.87% | 12/4/2024 |
 Humana (HUM) | 0.01% | 0% | 1.37% | 4/2/2024 |
 Tesla (TSLA) | 0.01% | 0% | 1.37% | 3/12/2024 |
 Visa (V) | 0.01% | 0% | 0.57% | 1/6/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 1.25% | 4/16/2025 |
 Decentraland (MANA) | 0.01% | 0.09% | 6.49% | - |
 Copart (CPRT) | 0.01% | 0.51% | 1.71% | - |
 Cenntro (CENN) | 0.01% | 0% | 43.74% | 7/24/2024 |
 Rivian (RIVN) | 0.01% | 0% | 1.14% | 11/15/2024 |
 Hello Group (MOMO) | 0.01% | 0% | 1.14% | 12/22/2023 |
 Supermicro (SMCI) | 0% | 0% | 1.71% | 11/21/2024 |
 Teradyne (TER) | 0% | 0% | 0.8% | 11/15/2024 |
 Jaguar Health (JAGX) | 0% | 0% | 7.86% | 3/13/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0% | 0% | 1.94% | 7/28/2023 |
 Meituan (03690.HK) | 0% | 0% | 2.05% | 4/17/2023 |
 Songbird (SGB) | 0% | 0% | 0% | - |
 Flare (FLR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 3.32% | 5.87% |
| Alphabet (GOOG) | 3.39% | 5.4% |
| Meta (META) | 2.71% | 3.3% |
| NVIDIA (NVDA) | 1.74% | 3.17% |
| Palantir (PLTR) | 0.71% | 3.16% |
| Microsoft (MSFT) | 1.55% | 2.28% |
| Salesforce (CRM) | 1.15% | 2.03% |
| Thermo Fisher (TMO) | 2.08% | 1.95% |
| Apple (AAPL) | 1.03% | 1.79% |
| Fortinet (FTNT) | 1.09% | 1.66% |
| Medpace (MEDP) | 1.71% | 1.58% |
| Mastercard (MA) | 1.08% | 1.51% |
| Palo Alto Networks (PANW) | 1.25% | 1.49% |
| S&P Global (SPGI) | 0.96% | 1.33% |
| UnitedHealth (UNH) | 1.38% | 1.3% |
| Lululemon (LULU) | 1.09% | 1.28% |
| Adobe (ADBE) | 1.14% | 1.22% |
| LVMH (MC.PA) | 1.36% | 1.21% |
| Evolution (EVO.ST) | 1.63% | 1.17% |
| ASML (ASML) | 1.15% | 1.14% |
| Uniswap (UNI) | 0.71% | 1.11% |
| iShares Semiconductor ETF (SOXX) | 1.19% | 1.1% |
| MercadoLibre (MELI) | 1.36% | 1.09% |
| Pool Corp. (POOL) | 1.09% | 1.01% |
| MSCI (MSCI) | 0.85% | 0.98% |
| Lowe's (LOW) | 0.85% | 0.97% |
| Hershey (HSY) | 1.18% | 0.93% |
| Novo-Nordisk (NVO) | 0.98% | 0.89% |
| Broadcom (AVGO) | 0.66% | 0.87% |
| Boston Beer (SAM) | 1.29% | 0.85% |
| Elevance Health (ELV) | 1.09% | 0.81% |
| Celsius (CELH) | 1.03% | 0.72% |
| Ping An (2318.HK) | 1.1% | 0.71% |
| Autozone (AZO) | 0.58% | 0.7% |
| Veeva (VEEV) | 0.85% | 0.67% |
| PepsiCo (PEP) | 0.73% | 0.65% |
| Blackstone Secured Lending Fund (BXSL) | 0.61% | 0.6% |
| Alibaba (9988.HK) | 1.44% | 0.6% |
| Monster Beverage (MNST) | 0.61% | 0.59% |
| JD.com (JD.US) | 0.98% | 0.54% |
| Nike (NKE) | 0.67% | 0.38% |
| Estee Lauder (EL) | 0.98% | 0.37% |
| TSMC (TSM) | 0.27% | 0.31% |
| Lam Research (LRCX) | 0.34% | 0.31% |
| Huntington Ingalls (HII) | 0.34% | 0.31% |
| Baidu (BIDU) | 0.34% | 0.31% |
| JD (9618.HK) | 0.48% | 0.24% |
| ServiceNow (NOW) | 0.15% | 0.21% |
| Jumia (JMIA) | 0.5% | 0.17% |
| Chewy (CHWY) | 0.32% | 0.13% |
| Nio (NIO) | 0.41% | 0.09% |
| Orsted (ORSTED.CO) | 0.24% | 0.09% |
| ARK Innovation ETF (ARKK) | 0.2% | 0.08% |
| Norwegian (NAS.OL) | 0.16% | 0.08% |
| CRISPR Therapeutics (CRSP) | 0.2% | 0.07% |
| Nano Dimension (NNDM) | 0.24% | 0.07% |
| Nel (NEL.OL) | 0.2% | 0.07% |
| Xinyi Solar (0968.HK) | 0.29% | 0.06% |
| Gevo (GEVO) | 0.2% | 0.05% |
| Fiverr (FVRR) | 0.31% | 0.05% |
| Fastly (FSLY) | 0.34% | 0.04% |
| Tilray (TLRY) | 0.85% | 0.04% |
| Canaan (CAN) | 0.24% | 0.03% |
| Peloton (PTON) | 0.31% | 0.03% |
| Sunrun (RUN) | 0.24% | 0.03% |
| Neste (NESTE.HE) | 0.1% | 0.03% |
| FuelCell Energy (FCEL) | 0.24% | 0.01% |
| Plug Power (PLUG) | 0.17% | 0.01% |
| 3D Systems (DDD) | 0.1% | 0.01% |
| Ballard Power (BLDP) | 0.24% | 0.01% |
| Aston Martin (AML.L) | 0.07% | 0.01% |
| Cardano (ADA) | 0% | 0% |
| BioNano (BNGO) | 0.24% | 0% |
| Blink Charging (BLNK) | 0.15% | 0% |