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Portfolio Diversification
Range
Most Diversified
85 instruments
July 25, 2023
Least Diversified
0 instruments
November 14, 2025
Average
68.8 instruments
Most Consistent Holdings
Top 5
AAPL99.27%
GOOG99.27%
MSFT99.27%
NKE99.27%
VEEV99.27%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 8.1% | 7.54% | 99.27% | - |
 Amazon (AMZN) | 7.51% | 5.68% | 99.2% | - |
 Meta (META) | 5.11% | 4.69% | 99.2% | - |
| Microsoft (MSFT) | 3.84% | 5.42% | 99.27% | - |
 NVIDIA (NVDA) | 3.68% | 6.52% | 74.04% | - |
 MercadoLibre (MELI) | 2.62% | 2.49% | 99.2% | - |
 Salesforce (CRM) | 2.57% | 0% | 89.56% | 6/4/2026 |
| Apple (AAPL) | 2.39% | 2.72% | 99.27% | - |
 Mastercard (MA) | 2.25% | 2.24% | 99.2% | - |
 S&P Global (SPGI) | 2.13% | 2.03% | 99.2% | - |
| Veeva (VEEV) | 2.01% | 1.41% | 99.27% | - |
 Adobe (ADBE) | 1.95% | 0% | 84.48% | 3/23/2026 |
 Palantir (PLTR) | 1.89% | 2.76% | 89.05% | - |
 Fortinet (FTNT) | 1.86% | 3.91% | 83.54% | - |
 Palo Alto Networks (PANW) | 1.82% | 4.59% | 69.62% | - |
 ASML (ASML) | 1.66% | 3.17% | 80.86% | - |
 Thermo Fisher (TMO) | 1.61% | 2.03% | 89.12% | - |
 Elevance Health (ELV) | 1.26% | 0.98% | 90.72% | - |
 UnitedHealth (UNH) | 1.24% | 1.24% | 83.25% | - |
 Pool Corp. (POOL) | 1.16% | 0.66% | 90.79% | - |
 Boston Beer (SAM) | 1.1% | 0% | 52.65% | 1/6/2025 |
 Alibaba (9988.HK) | 1.1% | 0.59% | 99.2% | - |
 Broadcom (AVGO) | 1.08% | 1.98% | 59.25% | - |
| Nike (NKE) | 1.07% | 0.41% | 99.27% | - |
 Domino's (DPZ) | 1.06% | 0% | 36.98% | 6/3/2024 |
 Ping An (2318.HK) | 1.02% | 0% | 82.52% | 2/24/2026 |
 Lowe's (LOW) | 0.88% | 0% | 64.18% | 9/22/2025 |
 JD.com (JD.US) | 0.87% | 0% | 80.06% | 1/21/2026 |
 Invesco QQQ (QQQ) | 0.86% | 0% | 16.75% | 7/16/2026 |
 LVMH (MC.PA) | 0.85% | 0.8% | 72.66% | - |
 Autozone (AZO) | 0.85% | 1.16% | 87.67% | - |
 Hershey (HSY) | 0.81% | 0% | 61.64% | 1/21/2026 |
 iShares U.S. Medical Devices ETF (IHI) | 0.78% | 1.28% | 58.96% | - |
 iShares Semiconductor ETF (SOXX) | 0.75% | 2.1% | 51.85% | - |
 MSCI (MSCI) | 0.74% | 1.04% | 64.9% | - |
 Blackstone Secured Lending Fund (BXSL) | 0.73% | 1.73% | 63.38% | - |
 Disney (DIS) | 0.72% | 0% | 28.72% | 2/8/2024 |
 HCA (HCA) | 0.68% | 1.7% | 45.25% | - |
 PepsiCo (PEP) | 0.68% | 0% | 51.2% | 2/9/2026 |
 Evolution (EVO.ST) | 0.67% | 0.67% | 67.08% | - |
 Celsius (CELH) | 0.65% | 0% | 55.98% | 8/10/2026 |
 Crowdstrike (CRWD) | 0.61% | 2.69% | 42.28% | - |
 Estee Lauder (EL) | 0.6% | 0% | 42.42% | 1/6/2025 |
 ServiceNow (NOW) | 0.56% | 1.77% | 61.64% | - |
 Vanguard Morningstar Small-Cap Growth ETF (VBK) | 0.55% | 1.08% | 52.28% | - |
 CME Group (CME) | 0.51% | 0% | 40.75% | 7/25/2024 |
 Novo-Nordisk (NVO) | 0.47% | 0% | 45.25% | 9/22/2026 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.45% | 0% | 4.93% | 2/3/2026 |
 TSMC (TSM) | 0.45% | 0% | 24.08% | 1/27/2025 |
 Medpace (MEDP) | 0.44% | 0% | 39.81% | 7/22/2025 |
 Motorola (MSI) | 0.43% | 1.8% | 24.58% | - |
 Uniswap (UNI) | 0.41% | 0.17% | 63.81% | - |
 Copart (CPRT) | 0.4% | 0.91% | 36.62% | - |
 Ferrari (RACE) | 0.39% | 0.72% | 41.84% | - |
 Tencent (0700.HK) | 0.35% | 0% | 25.6% | 12/27/2023 |
 JD (9618.HK) | 0.33% | 0% | 80.13% | 1/22/2026 |
 Ethereum (ETH) | 0.33% | 1.7% | 43.07% | - |
 Linde (LIN) | 0.31% | 1.6% | 22.26% | - |
 Waste Management (WM) | 0.31% | 1.45% | 28.14% | - |
 Accenture (ACN) | 0.29% | 0% | 31.98% | 6/11/2026 |
 Samsung (SMSN.L) | 0.29% | 0% | 25.6% | 12/27/2023 |
 IDEXX (IDXX) | 0.27% | 0.89% | 39.74% | - |
 Procter & Gamble (PG) | 0.26% | 0% | 26.76% | 2/9/2024 |
 Lululemon (LULU) | 0.25% | 0% | 21.25% | 1/28/2025 |
 Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) | 0.25% | 0% | 45.76% | 10/2/2024 |
 Yum China (YUMC) | 0.25% | 0% | 18.2% | 9/15/2023 |
 Booking (BKNG) | 0.23% | 1.23% | 17.77% | - |
 Wix (WIX) | 0.23% | 0% | 49.38% | 11/22/2024 |
 Xinyi Solar (0968.HK) | 0.22% | 0% | 85.64% | 4/9/2026 |
 Netflix (NFLX) | 0.22% | 1.11% | 17.77% | - |
 McDonald's (MCD) | 0.2% | 0% | 20.81% | 7/25/2024 |
 FactSet (FDS) | 0.19% | 0% | 19.36% | 6/24/2026 |
 C3.ai (AI) | 0.18% | 0% | 15.16% | 3/23/2026 |
 Winnebago (WGO) | 0.17% | 0% | 12.18% | 10/20/2023 |
 MarketAxess (MKTX) | 0.17% | 0% | 13.13% | 2/20/2024 |
 Chewy (CHWY) | 0.16% | 0% | 80.06% | 1/21/2026 |
 Monster Beverage (MNST) | 0.16% | 0% | 19.29% | 4/4/2025 |
 iShares Silver Trust (SLV) | 0.14% | 1.08% | 14.72% | - |
 Orsted (ORSTED.CO) | 0.14% | 0% | 68.53% | 8/13/2025 |
 Alteryx Inc. (AYX) | 0.13% | 0% | 31.69% | 3/21/2024 |
 Xiaomi (1810.HK) | 0.12% | 0% | 48.73% | 11/13/2024 |
 Bitcoin (BTC) | 0.12% | 0.12% | 15.66% | - |
 Nel (NEL.OL) | 0.12% | 0% | 58.74% | 3/31/2025 |
 CRISPR Therapeutics (CRSP) | 0.12% | 0% | 66.93% | 7/22/2025 |
 Johnson & Johnson (JNJ) | 0.11% | 0% | 6.74% | 11/21/2023 |
 Cintas (CTAS) | 0.11% | 0.99% | 13.27% | - |
 ICE (ICE) | 0.1% | 1.41% | 9.79% | - |
 Avalanche (AVAX) | 0.1% | 0.35% | 25.82% | - |
 Jumia (JMIA) | 0.1% | 0% | 73.53% | 10/21/2025 |
 Home Depot (HD) | 0.1% | 0% | 8.77% | 6/13/2023 |
 Nasdaq (NDAQ) | 0.1% | 0% | 12.76% | 8/25/2023 |
 Norwegian (NAS.OL) | 0.1% | 0% | 56.27% | 2/25/2025 |
 Ams (AMS.ZU) | 0.09% | 0% | 41.77% | 8/20/2024 |
 Douyu (DOYU) | 0.09% | 0% | 42.35% | 8/16/2024 |
 Nano Dimension (NNDM) | 0.09% | 0% | 70.63% | 9/11/2025 |
 Descartes Systems Group Inc (DSGX) | 0.08% | 1.06% | 9.21% | - |
 Tilray (TLRY) | 0.08% | 0% | 59.97% | 4/17/2025 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.08% | 0% | 12.11% | 8/9/2023 |
 ARK Innovation ETF (ARKK) | 0.08% | 0% | 55.18% | 2/10/2025 |
 Clorox (CLX) | 0.08% | 0% | 8.48% | 5/1/2023 |
 The Sandbox (SAND) | 0.07% | 0% | 23.28% | 1/26/2026 |
 Okta (OKTA) | 0.07% | 0% | 14.94% | 3/23/2026 |
 Nio (NIO) | 0.07% | 0% | 55.4% | 2/13/2025 |
 iShares Core High Dividend ETF (HDV) | 0.07% | 0% | 12.55% | 8/15/2023 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.07% | 0% | 12.47% | 8/15/2023 |
 Sunrun (RUN) | 0.07% | 0% | 68.02% | 8/6/2025 |
 Fastly (FSLY) | 0.07% | 0% | 55.4% | 2/13/2025 |
 Baidu (BIDU) | 0.07% | 0% | 15.95% | 9/8/2025 |
 Neste (NESTE.HE) | 0.06% | 0% | 55.33% | 2/12/2025 |
 Ondas Inc (ONDS) | 0.06% | 0.53% | 11.39% | - |
 Invesco China Technology ETF (CQQQ) | 0.06% | 0% | 11.39% | 5/26/2026 |
 Vestas (VWS.CO) | 0.06% | 0% | 25.16% | 12/21/2023 |
 Arch Capital (ACGL) | 0.06% | 0.53% | 10.3% | - |
 Cardano (ADA) | 0.05% | 0% | 48.88% | 11/15/2024 |
 Lockheed Martin (LMT) | 0.05% | 0% | 8.19% | 9/8/2025 |
 Gevo (GEVO) | 0.05% | 0% | 80.42% | 1/26/2026 |
 SunPower (SPWRQ) | 0.05% | 0% | 41.7% | 8/7/2024 |
 Fiverr (FVRR) | 0.05% | 0% | 55.4% | 2/13/2025 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.05% | 0% | 1.74% | 2/3/2026 |
 Cleanspark (CLSK) | 0.05% | 0% | 30.09% | 2/27/2024 |
 Gold (Non Expiry) (GOLD) | 0.05% | 0% | 7.9% | 9/9/2025 |
 Tesla (TSLA) | 0.04% | 0.42% | 12.26% | - |
 VAULTA (A) | 0.04% | 0% | 50.62% | 12/9/2024 |
 Decentraland (MANA) | 0.04% | 0% | 22.77% | 2/21/2026 |
 Ballard Power (BLDP) | 0.04% | 0% | 55.18% | 2/10/2025 |
 Dogecoin (DOGE) | 0.04% | 0% | 48.66% | 11/12/2024 |
 Canaan (CAN) | 0.04% | 0% | 67.44% | 7/29/2025 |
 FNV (FNV) | 0.04% | 0% | 4.93% | 3/21/2024 |
 Asensus (ASXC) | 0.03% | 0% | 43% | 8/25/2024 |
 XRP (XRP) | 0.03% | 0% | 21.9% | 11/6/2023 |
 FuelCell Energy (FCEL) | 0.03% | 0% | 52.57% | 1/23/2025 |
 Abbott (ABT.US) | 0.03% | 0% | 4.64% | 6/7/2024 |
 Plug Power (PLUG) | 0.03% | 0% | 55.18% | 2/10/2025 |
 Peloton (PTON) | 0.03% | 0% | 59.54% | 4/11/2025 |
 Dormant ETF16132 (Drm.16132) | 0.03% | 1.26% | 2.1% | - |
 PayPal (PYPL) | 0.03% | 0% | 3.92% | 4/18/2024 |
 Oscar Health (OSCR) | 0.02% | 0% | 6.09% | 10/8/2025 |
 Vanguard FTSE All-World ex-US (VEU) | 0.02% | 0% | 4.21% | 8/17/2026 |
 3D Systems (DDD) | 0.02% | 0% | 55.26% | 2/11/2025 |
 Blink Charging (BLNK) | 0.02% | 0% | 53.3% | 1/21/2025 |
 Virgin Galactic (SPCE) | 0.02% | 0% | 39.88% | 7/17/2024 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.02% | 0% | 11.02% | 8/9/2023 |
 Dada Nexus (DADA) | 0.02% | 0% | 3.05% | 8/22/2024 |
 Sunworks (SUNWQ) | 0.02% | 0% | 28.57% | 2/6/2024 |
 Vertiv (VRT) | 0.02% | 0% | 4.5% | 9/22/2026 |
 GE Vernova (GEV) | 0.02% | 0% | 4.5% | 9/22/2026 |
 BioNano (BNGO) | 0.02% | 0% | 35.97% | 6/4/2024 |
 SPDR Gold (GLD) | 0.01% | 0% | 4.42% | 8/12/2026 |
 SoFi (SOFI) | 0.01% | 0% | 2.25% | 2/2/2023 |
 Aston Martin (AML.L) | 0.01% | 0% | 55.18% | 2/10/2025 |
 Serve Robotics Inc (SERV) | 0.01% | 0.25% | 4.57% | - |
 Eaton (ETN) | 0.01% | 0% | 4.21% | 9/22/2026 |
 NEO (NEO) | 0.01% | 0% | 4.06% | 2/27/2023 |
 Aurora Cannabis (ACB) | 0.01% | 0% | 15.74% | 8/9/2023 |
 Lam Research (LRCX) | 0.01% | 0% | 2.97% | 1/6/2025 |
 Huntington Ingalls (HII) | 0.01% | 0% | 4.06% | 1/13/2025 |
 Snowflake (SNOW) | 0.01% | 0% | 1.23% | 4/11/2024 |
 NetEase (NTES) | 0.01% | 0% | 2.47% | 12/4/2024 |
 Sandisk Corp/DE (SNDK) | 0.01% | 0.21% | 4.57% | - |
 Humana (HUM) | 0.01% | 0% | 0.87% | 4/2/2024 |
 Vanguard Information Technology (VGT) | 0.01% | 0% | 1.45% | 8/4/2026 |
 Visa (V) | 0% | 0% | 0.36% | 1/6/2023 |
 SK hynix Inc ADR (SKHY) | 0% | 0.17% | 2.1% | - |
 Cenntro (CENN) | 0% | 0% | 27.85% | 7/24/2024 |
 Nebius Group NV (NBIS) | 0% | 0.21% | 1.6% | - |
 Rivian (RIVN) | 0% | 0% | 0.73% | 11/15/2024 |
 Hello Group (MOMO) | 0% | 0% | 0.73% | 12/22/2023 |
 Supermicro (SMCI) | 0% | 0% | 1.09% | 11/21/2024 |
 Bit Digital (BTBT) | 0% | 0% | 0.94% | 7/30/2026 |
 Cerebras Systems, Inc (CBRS) | 0% | 0% | 0.94% | 6/24/2026 |
 MP Materials (MP) | 0% | 0.2% | 1.02% | - |
 Teradyne (TER) | 0% | 0% | 0.51% | 11/15/2024 |
 Quant (QNT) | 0% | 0.07% | 1.6% | - |
 Jaguar Health (JAGX) | 0% | 0% | 5% | 3/13/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0% | 0% | 1.23% | 7/28/2023 |
 Meituan (03690.HK) | 0% | 0% | 1.31% | 4/17/2023 |
 Mobility Global Inc -W (MBGL) | 0% | 0% | 0.73% | 7/13/2026 |
 Antofagasta (ANTO.L) | 0% | 0% | 0.36% | 8/25/2026 |
 Quanta Services (PWR) | 0% | 0% | 0.07% | 9/22/2026 |
 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
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 13.12% | 10.87% |
| Alphabet (GOOG) | 3.7% | 8.32% |
| NVIDIA (NVDA) | 3.62% | 6.39% |
| Amazon (AMZN) | 3.73% | 5.67% |
| Microsoft (MSFT) | 3.3% | 4.03% |
| Meta (META) | 3.02% | 3.62% |
| Palantir (PLTR) | 2.71% | 2.94% |
| ASML (ASML) | 1.81% | 2.37% |
| Broadcom (AVGO) | 1.46% | 2.34% |
| Palo Alto Networks (PANW) | 2.22% | 2.21% |
| Fortinet (FTNT) | 2.03% | 2.11% |
| Mastercard (MA) | 1.7% | 2.04% |
| Apple (AAPL) | 1.33% | 2% |
| S&P Global (SPGI) | 1.78% | 1.97% |
| MercadoLibre (MELI) | 2.13% | 1.81% |
| Thermo Fisher (TMO) | 1.91% | 1.78% |
| Salesforce (CRM) | 1.44% | 1.69% |
| Blackstone Secured Lending Fund (BXSL) | 2.06% | 1.6% |
| HCA (HCA) | 1.33% | 1.6% |
| Motorola (MSI) | 1.96% | 1.59% |
| UnitedHealth (UNH) | 2% | 1.59% |
| iShares Semiconductor ETF (SOXX) | 1.31% | 1.52% |
| Celsius (CELH) | 1.26% | 1.47% |
| LVMH (MC.PA) | 1.65% | 1.37% |
| ServiceNow (NOW) | 1.77% | 1.29% |
| Copart (CPRT) | 1.9% | 1.27% |
| Vanguard Morningstar Small-Cap Growth ETF (VBK) | 1.28% | 1.16% |
| Linde (LIN) | 1.3% | 1.15% |
| PepsiCo (PEP) | 1.43% | 1.13% |
| iShares U.S. Medical Devices ETF (IHI) | 1.31% | 1.12% |
| FactSet (FDS) | 1.31% | 1.1% |
| Crowdstrike (CRWD) | 0.98% | 1.09% |
| MSCI (MSCI) | 1.15% | 1.08% |
| C3.ai (AI) | 1.64% | 1.08% |
| Novo-Nordisk (NVO) | 1.9% | 1.07% |
| Accenture (ACN) | 1.31% | 1.03% |
| Elevance Health (ELV) | 1.31% | 0.92% |
| Waste Management (WM) | 1.05% | 0.92% |
| Alibaba (9988.HK) | 1.39% | 0.9% |
| Ping An (2318.HK) | 1.06% | 0.87% |
| Ferrari (RACE) | 1.18% | 0.85% |
| Evolution (EVO.ST) | 1.8% | 0.82% |
| Autozone (AZO) | 0.72% | 0.77% |
| Pool Corp. (POOL) | 1.32% | 0.74% |
| IDEXX (IDXX) | 0.49% | 0.7% |
| Veeva (VEEV) | 0.89% | 0.67% |
| Adobe (ADBE) | 0.97% | 0.62% |
| Invesco China Technology ETF (CQQQ) | 0.66% | 0.55% |
| Nike (NKE) | 0.99% | 0.53% |
| Okta (OKTA) | 0.66% | 0.49% |
| Hershey (HSY) | 0.61% | 0.44% |
| JD.com (JD.US) | 0.95% | 0.39% |
| Avalanche (AVAX) | 0.66% | 0.37% |
| Xinyi Solar (0968.HK) | 0.61% | 0.37% |
| Uniswap (UNI) | 0.49% | 0.27% |
| Ethereum (ETH) | 0.24% | 0.17% |
| JD (9618.HK) | 0.46% | 0.17% |
| Gevo (GEVO) | 0.33% | 0.14% |
| The Sandbox (SAND) | 0.36% | 0.11% |
| Chewy (CHWY) | 0.31% | 0.11% |
| Decentraland (MANA) | 0.3% | 0.1% |
Cash & Instruments Over Time
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