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Portfolio Diversification
Range
Most Diversified
22 instruments
November 1, 2024
Least Diversified
0 instruments
January 9, 2023
Average
11.1 instruments
Most Consistent Holdings
Top 5
GOOGL59.3%
BTC55.11%
MSFT48.82%
ISRG44.45%
INTC38.25%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 9, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 9.7% | 0% | 48.82% | 11/8/2024 |
| Alphabet (GOOGL) | 9.21% | 0% | 59.3% | 11/3/2025 |
 Arista (ANET) | 5.8% | 0% | 34.24% | 4/8/2024 |
 Vistra (VST) | 5.73% | 0% | 31.97% | 3/8/2024 |
 iShares Physical Gold ETC (PPFB.DE) | 5.51% | 16.29% | 35.11% | - |
| Intuitive Surgical (ISRG) | 3.95% | 0% | 44.45% | 7/22/2024 |
 NVIDIA (NVDA) | 3.92% | 0% | 37.12% | 12/3/2025 |
 Signify (LIGHT.NV) | 3.32% | 0% | 32.23% | 3/12/2024 |
 Palantir (PLTR) | 3.15% | 0% | 27.69% | 12/3/2025 |
 MicroStrategy (MSTR) | 2.8% | 0% | 24.98% | 12/3/2025 |
| Bitcoin (BTC) | 2.75% | 4.69% | 55.11% | - |
 Plug Power (PLUG) | 2.29% | 0% | 33.71% | 3/12/2024 |
 AppLovin (APP) | 2% | 0% | 25.94% | 12/19/2025 |
| Intel (INTC) | 1.88% | 1.42% | 38.25% | - |
 Micron (MU) | 1.52% | 0% | 17.55% | 2/13/2026 |
 Opera (OPRA) | 1.46% | 0% | 16.33% | 10/1/2025 |
 Broadcom (AVGO) | 1.05% | 4.14% | 25.33% | - |
 PDD Holdings (PDD) | 1.01% | 3.16% | 13.8% | - |
 ASML (ASML) | 0.93% | 0% | 12.4% | 11/4/2024 |
 Autozone (AZO) | 0.86% | 0% | 6.03% | 1/15/2025 |
 GlobalFoundries (GFS) | 0.82% | 0% | 19.65% | 1/5/2026 |
 TSMC (TSM) | 0.81% | 0% | 10.39% | 8/6/2024 |
 Apple (AAPL) | 0.8% | 0% | 12.75% | 8/5/2024 |
 GigaCloud (GCT) | 0.79% | 0% | 12.75% | 11/4/2024 |
 Xcel Energy (XEL) | 0.75% | 0% | 8.21% | 1/20/2026 |
 MercadoLibre (MELI) | 0.71% | 0% | 4.37% | 7/1/2025 |
 Supermicro (SMCI) | 0.67% | 0% | 8.03% | 11/8/2024 |
 Lantheus (LNTH) | 0.66% | 0% | 11.53% | 12/4/2024 |
 Amazon (AMZN) | 0.66% | 0% | 13.54% | 2/2/2026 |
 Mondelez (MDLZ) | 0.64% | 0% | 4.1% | 10/1/2025 |
 Booking (BKNG) | 0.64% | 0% | 2.62% | 12/4/2024 |
 Warner Bros Discovery (WBD) | 0.63% | 0% | 12.4% | 12/5/2025 |
 MongoDB (MDB) | 0.6% | 0% | 9.34% | 8/1/2025 |
 Trade Desk (TTD) | 0.57% | 0% | 12.23% | 1/5/2026 |
 Biogen (BIIB) | 0.57% | 0% | 14.15% | 11/3/2025 |
 Costco (COST) | 0.51% | 0% | 6.29% | 1/15/2025 |
 Walmart (WMT) | 0.51% | 0% | 3.67% | 1/15/2025 |
 Netflix (NFLX) | 0.5% | 0% | 13.1% | 11/3/2025 |
 Lockheed Martin (LMT) | 0.5% | 0% | 3.67% | 1/15/2025 |
 IDEXX (IDXX) | 0.47% | 0% | 7.42% | 1/20/2026 |
 ARM (ARM) | 0.45% | 0% | 8.73% | 6/16/2025 |
 Atlassian (TEAM) | 0.39% | 0% | 10.39% | 3/2/2026 |
 WisdomTree Europe Defence UCITS ETF (WDEF.L) | 0.39% | 8.09% | 4.8% | - |
 Lululemon (LULU) | 0.37% | 0% | 7.77% | 12/3/2025 |
 ON Semiconductor (ON) | 0.36% | 0% | 8.21% | 1/5/2026 |
 Roper (ROP) | 0.36% | 4.71% | 7.86% | - |
 Xtrackers MSCI World Energy UCITS ETF (XDW0.DE) | 0.35% | 8.76% | 4.1% | - |
 Novo-Nordisk (NVO) | 0.33% | 0% | 3.93% | 7/25/2024 |
 Meta (META) | 0.33% | 0% | 9.87% | 1/2/2026 |
 Rolls-Royce (RR.L) | 0.32% | 0% | 6.55% | 12/4/2024 |
 Alphabet (GOOG) | 0.27% | 3.12% | 4.19% | - |
 Crowdstrike (CRWD) | 0.27% | 0% | 7.86% | 3/3/2025 |
 Zscaler (ZS) | 0.26% | 0% | 6.99% | 1/5/2026 |
 Xtrackers Physical Silver ETC (XAD6.DE) | 0.26% | 2.65% | 5.94% | - |
 SoundHound (SOUN) | 0.25% | 0% | 3.67% | 8/21/2024 |
 CoStar (CSGP) | 0.24% | 0% | 8.21% | 2/13/2026 |
 DexCom (DXCM) | 0.23% | 0% | 4.8% | 2/2/2026 |
 Procter & Gamble (PG) | 0.22% | 0% | 3.67% | 1/15/2025 |
 Lam Research (LRCX) | 0.22% | 2.62% | 6.64% | - |
 DoorDash (DASH.US) | 0.22% | 0% | 6.2% | 1/5/2026 |
 Exelon (EXC) | 0.21% | 0% | 4.02% | 9/2/2025 |
 Verisk (VRSK) | 0.2% | 0% | 4.8% | 11/17/2025 |
 Fortinet (FTNT) | 0.2% | 0% | 5.33% | 10/16/2025 |
 Berkshire Hathaway (BRK.B) | 0.2% | 0% | 1.75% | 8/28/2024 |
 O'Reilly Auto (ORLY) | 0.19% | 0% | 2.62% | 12/4/2024 |
 Airbnb (ABNB) | 0.19% | 0% | 5.33% | 7/15/2025 |
 Ethereum (ETH) | 0.19% | 0% | 15.46% | 12/4/2024 |
 Microchip (MCHP) | 0.18% | 0% | 4.28% | 1/5/2026 |
 Ferrovial (FER.MC) | 0.18% | 0% | 2.45% | 2/2/2026 |
 Insmed (INSM) | 0.17% | 3.56% | 5.41% | - |
 CDW (CDW) | 0.17% | 0% | 4.19% | 1/5/2026 |
 Palo Alto Networks (PANW) | 0.17% | 0% | 6.38% | 12/3/2025 |
 Axon (AXON) | 0.16% | 0% | 5.07% | 3/17/2025 |
 Copart (CPRT) | 0.16% | 0% | 2.62% | 1/2/2026 |
 Tesla (TSLA) | 0.15% | 0% | 3.93% | 7/15/2025 |
 Marvell (MRVL) | 0.15% | 5.45% | 2.97% | - |
 Charter (CHTR) | 0.14% | 0% | 2.62% | 1/2/2026 |
 Datadog (DDOG) | 0.14% | 0% | 5.33% | 1/2/2026 |
 PayPal (PYPL) | 0.14% | 0% | 2.88% | 1/5/2026 |
 ANSYS (ANSS) | 0.14% | 0% | 1.22% | 5/16/2025 |
 Regeneron (REGN) | 0.13% | 0% | 2.97% | 7/15/2025 |
 CSX (CSX) | 0.12% | 0% | 1.22% | 3/17/2025 |
 Autodesk (ADSK) | 0.12% | 3.22% | 4.19% | - |
 Vale (VALE) | 0.12% | 0% | 2.97% | 11/4/2024 |
 TotalEnergies (TTE.PA) | 0.11% | 0% | 1.83% | 10/15/2024 |
 Nestle (NESN.ZU) | 0.11% | 0% | 3.58% | 11/4/2024 |
 Paccar (PCAR) | 0.11% | 0% | 2.45% | 3/3/2025 |
 ADP (ADP) | 0.1% | 0% | 2.79% | 9/2/2025 |
 VanEck Gold Miners UCITS ETF (G2X.DE) | 0.1% | 3.35% | 4.1% | - |
 Seagate (STX.US) | 0.1% | 0% | 3.41% | 2/13/2026 |
 Cheniere (LNG) | 0.09% | 0% | 1.57% | 7/1/2025 |
 Western Digital (WDC) | 0.09% | 0% | 3.41% | 2/13/2026 |
 Intuit (INTU) | 0.08% | 0% | 1.48% | 8/1/2025 |
 General Dynamics (GD) | 0.08% | 0% | 2.79% | 11/4/2024 |
 Alibaba (BABA) | 0.08% | 0% | 1.83% | 9/2/2025 |
 SPDR S&P 400 US Mid Cap UCITS ETF (SPY4.DE) | 0.07% | 0% | 2.01% | 11/8/2024 |
 Constellation Energy (CEG) | 0.07% | 0% | 1.4% | 12/3/2025 |
 T-Mobile (TMUS) | 0.07% | 0% | 2.71% | 6/16/2025 |
 Republic Services (RSG) | 0.06% | 0% | 3.67% | 1/15/2025 |
 Sapiens (SPNS) | 0.06% | 0% | 1.31% | 10/16/2025 |
 Fastenal (FAST) | 0.06% | 0% | 1.31% | 10/16/2025 |
 Qualcomm (QCOM) | 0.05% | 0% | 1.4% | 8/15/2025 |
 Sezzle (SEZL) | 0.05% | 0% | 1.4% | 5/2/2025 |
 JPMorgan (JPM) | 0.05% | 0% | 1.75% | 11/4/2024 |
 American Express (AXP) | 0.05% | 0% | 1.57% | 11/4/2024 |
 AST SpaceMobile (ASTS) | 0.05% | 0% | 2.71% | 6/2/2025 |
 Johnson & Johnson (JNJ) | 0.05% | 0% | 2.1% | 11/4/2024 |
 Honeywell (HON) | 0.04% | 0% | 1.14% | 8/15/2025 |
 Interactive Brokers Group (IBKR) | 0.04% | 0% | 1.48% | 6/2/2025 |
 Synopsys (SNPS) | 0.04% | 0% | 0.61% | 9/22/2025 |
 NRG Energy (NRG) | 0.04% | 0% | 1.57% | 2/3/2025 |
 Starbucks (SBUX) | 0.03% | 0% | 1.48% | 6/2/2025 |
 Applied Materials (AMAT) | 0.03% | 0% | 0.96% | 2/13/2026 |
 Coca-Cola Consolidated (COKE) | 0.03% | 0% | 0.61% | 8/1/2024 |
 XRP (XRP) | 0.02% | 0% | 3.41% | 7/18/2024 |
 Array Technologies (ARRY) | 0.02% | 0% | 0.26% | 7/15/2024 |
 NXP (NXPI) | 0.02% | 0% | 0.26% | 1/5/2026 |
 Aspen Aerogels (ASPN) | 0.01% | 0% | 0.35% | 11/4/2024 |
 Lundbeck (HLUNB.CO) | 0.01% | 0% | 0.44% | 11/4/2024 |
 JD.com (JD.US) | 0.01% | 0% | 0.26% | 8/15/2025 |
 Cisco (CSCO) | 0.01% | 0% | 0.26% | 8/15/2025 |
 Innodata (INOD) | 0.01% | 0% | 0.26% | 3/4/2025 |
 GE HealthCare (GEHC) | 0% | 0% | 0.17% | 1/17/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Physical Gold ETC (PPFB.DE) | 3.14% | 4.31% |
| Xcel Energy (XEL) | 4.12% | 3.71% |
| Copart (CPRT) | 2.06% | 2.03% |
| Bitcoin (BTC) | 2.16% | 2.02% |
| Amazon (AMZN) | 1.97% | 1.91% |
| Charter (CHTR) | 1.75% | 1.83% |
| Atlassian (TEAM) | 1.63% | 1.7% |
| ON Semiconductor (ON) | 1.37% | 1.53% |
| PayPal (PYPL) | 1.63% | 1.5% |
| Broadcom (AVGO) | 1.45% | 1.49% |
| GlobalFoundries (GFS) | 1.45% | 1.34% |
| CDW (CDW) | 1.37% | 1.27% |
| Trade Desk (TTD) | 1.54% | 1.26% |
| Microchip (MCHP) | 1.03% | 1.24% |
| Micron (MU) | 1.03% | 1.23% |
| Xtrackers Physical Silver ETC (XAD6.DE) | 1.05% | 1.05% |
| Meta (META) | 1.03% | 1% |
| DoorDash (DASH.US) | 0.86% | 0.88% |
| Datadog (DDOG) | 0.69% | 0.59% |
Cash & Instruments Over Time
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