Portfolio Diversification
Range
Most Diversified
13 instruments
February 6, 2025
Least Diversified
0 instruments
April 5, 2024
Average
4.1 instruments
Most Consistent Holdings
Top 5
AAPL71.63%
TSLA47.15%
AMZN45.33%
GLEN.L37.46%
BRK.B29.41%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Apple (AAPL) | 33.62% | 0% | 71.63% | 2/13/2025 |
| Amazon (AMZN) | 16.57% | 0% | 45.33% | 12/2/2024 |
| Berkshire Hathaway (BRK.B) | 12.48% | 0% | 29.41% | 12/28/2022 |
 Gold (Non Expiry) (GOLD) | 5.74% | 12.48% | 22.32% | - |
| Glencore (GLEN.L) | 3.55% | 3.67% | 37.46% | - |
 Bitcoin (BTC) | 3.07% | 0% | 14.45% | 12/12/2024 |
 NVIDIA (NVDA) | 2.9% | 0% | 23.1% | 3/6/2025 |
| Tesla (TSLA) | 1.87% | 5.91% | 47.15% | - |
 Microsoft (MSFT) | 1.46% | 15.46% | 11.59% | - |
 Meta (META) | 1.34% | 14.77% | 10.55% | - |
 Palantir (PLTR) | 0.72% | 0% | 3.89% | 3/5/2025 |
 Oil (Non Expiry) (OIL) | 0.72% | 0% | 6.83% | 3/31/2025 |
 Occidental (OXY) | 0.52% | 5.56% | 9% | - |
 ASML (ASML) | 0.41% | 0% | 14.53% | 3/28/2024 |
 Platinum (Non Expiry) (PLATINUM) | 0.38% | 0% | 5.1% | 12/30/2024 |
 Alphabet (GOOG) | 0.35% | 0% | 3.2% | 9/3/2024 |
 AMD (AMD) | 0.29% | 0.64% | 26.64% | - |
 Upstart (UPST) | 0.22% | 0% | 5.02% | 2/13/2025 |
 Datadog (DDOG) | 0.2% | 0% | 3.63% | 3/28/2024 |
 Nickel (Non Expiry) (Nickel) | 0.17% | 0% | 2.68% | 9/12/2024 |
 Palladium (Expiring Future) (PALLADIUM.FUT) | 0.16% | 0% | 1.9% | 1/10/2025 |
 C3.ai (AI) | 0.16% | 1.71% | 7.44% | - |
 Ethereum (ETH) | 0.11% | 0% | 1.04% | 11/21/2024 |
 Silver (Non Expiry) (SILVER) | 0.09% | 0% | 0.95% | 11/14/2024 |
 Wise (WISE.L) | 0.08% | 0% | 0.78% | 8/23/2024 |
 UiPath (PATH) | 0.07% | 0% | 2.6% | 2/6/2025 |
 Copper (Expiring Future) (COPPER.FUT) | 0.06% | 0% | 0.78% | 10/11/2024 |
 Innoviz (INVZ) | 0.01% | 0% | 0.35% | 3/6/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Palantir (PLTR) | 19.31% | 21.1% |
| Oil (Non Expiry) (OIL) | 14.62% | 16.47% |
| NVIDIA (NVDA) | 11.7% | 11.58% |
| Meta (META) | 11.7% | 11.14% |
| Gold (Non Expiry) (GOLD) | 9.95% | 9.92% |
| Microsoft (MSFT) | 8.78% | 8.47% |
| Occidental (OXY) | 7.31% | 7.76% |
| Glencore (GLEN.L) | 5.85% | 4.72% |
| Upstart (UPST) | 5.85% | 4.33% |
| AMD (AMD) | 1.05% | 0.76% |