Portfolio Diversification
Range
Most Diversified
35 instruments
August 7, 2024
Least Diversified
4 instruments
January 1, 2022
Average
12.6 instruments
Most Consistent Holdings
Top 5
DIS100%
NVTKL.L49.65%
PERI45.89%
INMD44.97%
NICE44.69%
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 |
|---|---|---|---|---|
 JeppeKirkBonde | 13.96% | 0% | 50.35% | 1/11/2024 |
 triangulacapital | 7.55% | 0% | 37.11% | 7/20/2023 |
 Napoleon-X | 6.05% | 0% | 43.63% | 10/25/2023 |
| Disney (DIS) | 5.62% | 0.97% | 100% | - |
 WarrenBuffet-CF | 3.69% | 0% | 17.78% | 7/20/2023 |
 Mercedes-Benz (MBG.DE) | 2.35% | 0% | 25.35% | 2/17/2023 |
 BMW (BMW.DE) | 1.96% | 0% | 25.21% | 2/15/2023 |
 Alderique | 1.95% | 0% | 6.37% | 4/1/2022 |
| Nice (NICE) | 1.5% | 2.81% | 44.69% | - |
 liwen1001 | 1.13% | 0% | 6.3% | 3/31/2022 |
 McKesson (MCK) | 0.93% | 0% | 12.18% | 11/7/2024 |
 Visa (V) | 0.85% | 0% | 14.73% | 10/31/2024 |
| Inmode (INMD) | 0.75% | 0.9% | 44.97% | - |
| Perion (PERI) | 0.73% | 0.98% | 45.89% | - |
 TJX (TJX) | 0.72% | 0% | 10.91% | 5/19/2025 |
 Grab (GRAB) | 0.66% | 0% | 10.62% | 9/20/2024 |
 Wingstop (WING) | 0.63% | 0% | 17.07% | 5/19/2025 |
 ACM Research (ACMR) | 0.62% | 0% | 35.84% | 7/28/2025 |
 Coupang (CPNG) | 0.61% | 0% | 14.38% | 7/15/2025 |
 AMD (AMD) | 0.6% | 0% | 7.15% | 7/9/2024 |
 Globus Medical (GMED) | 0.56% | 0% | 7.08% | 10/31/2024 |
 Microsoft (MSFT) | 0.55% | 0% | 5.88% | 9/23/2024 |
 GE HealthCare (GEHC) | 0.5% | 2.54% | 20.04% | - |
 Kraft Heinz (KHC) | 0.48% | 0.91% | 35.06% | - |
 Danaher (DHR) | 0.47% | 1.09% | 35.06% | - |
 MercadoLibre (MELI) | 0.46% | 0% | 7.72% | 2/21/2025 |
 Shopify (SHOP) | 0.46% | 0% | 6.37% | 8/15/2024 |
 Tesla (TSLA) | 0.45% | 0% | 15.93% | 9/11/2025 |
 PayPal (PYPL) | 0.44% | 0% | 2.62% | 3/14/2024 |
 Ferrari (RACE) | 0.44% | 3.78% | 9.84% | - |
 Emcor (EME) | 0.44% | 0% | 4.32% | 1/22/2025 |
 Eli Lilly (LLY) | 0.43% | 0% | 17.28% | 11/5/2025 |
 CAVA (CAVA) | 0.42% | 1.28% | 20.82% | - |
 Ethereum (ETH) | 0.42% | 0% | 16.36% | 11/25/2024 |
 Vitesse Energy (VTS) | 0.34% | 0% | 15.23% | 5/20/2024 |
 Alpha Metallurgical (AMR) | 0.34% | 0.79% | 35.98% | - |
 Amazon (AMZN) | 0.32% | 0% | 14.16% | 7/11/2025 |
 Cardano (ADA) | 0.31% | 0% | 15.3% | 11/10/2024 |
 Alphabet (GOOG) | 0.3% | 0% | 9.77% | 7/22/2025 |
 ServiceNow (NOW) | 0.3% | 0% | 1.49% | 1/26/2024 |
 TopBuild (BLD) | 0.3% | 0% | 9.77% | 7/1/2025 |
 Duke Energy (DUK) | 0.29% | 0% | 17.63% | 8/1/2025 |
 On (ONON) | 0.29% | 0% | 4.04% | 8/20/2024 |
 Utilities Select Sector SPDR (XLU) | 0.28% | 0% | 17.85% | 8/4/2025 |
 Howmet Aerospace (HWM) | 0.25% | 0% | 7.22% | 4/28/2025 |
 ChinaCar | 0.25% | 0% | 1.91% | 2/3/2023 |
 JPMorgan (JPM) | 0.24% | 0% | 7.37% | 6/18/2025 |
 TRON (TRX) | 0.24% | 0% | 6.23% | 7/11/2024 |
 e.l.f. (ELF) | 0.23% | 0% | 1.2% | 3/4/2024 |
 Lululemon (LULU) | 0.21% | 0% | 2.48% | 9/19/2024 |
 Veralto (VLTO) | 0.21% | 0% | 2.34% | 8/13/2024 |
 Spectrum Brands (SPB) | 0.2% | 0% | 8.07% | 2/8/2024 |
 CME Group (CME) | 0.2% | 0% | 3.68% | 8/11/2025 |
 Liberty Broadband (LBRDK) | 0.2% | 0% | 9.84% | 7/26/2024 |
 International Seaways (INSW) | 0.19% | 0% | 4.46% | 5/9/2024 |
 Match Group (MTCH) | 0.17% | 0% | 7.15% | 1/26/2024 |
 GAP (PAC) | 0.15% | 0% | 1.77% | 4/26/2024 |
 Trade Desk (TTD) | 0.15% | 0% | 8.14% | 2/16/2024 |
 Progressive (PGR) | 0.15% | 0% | 1.7% | 8/26/2024 |
 Mamas Creations (MAMA) | 0.14% | 0% | 3.61% | 4/25/2024 |
 Palantir (PLTR) | 0.14% | 0% | 4.46% | 4/28/2025 |
 Phinia (PHIN) | 0.13% | 0% | 4.96% | 12/26/2023 |
 Waste Connections (WCN) | 0.13% | 0% | 6.02% | 10/31/2024 |
 Veeva (VEEV) | 0.12% | 0% | 2.41% | 12/18/2023 |
 Pagaya (PGY) | 0.12% | 0% | 6.3% | 6/12/2024 |
 Semler Scientific (SMLR) | 0.11% | 0% | 6.09% | 6/10/2024 |
 GXO Logistics (GXO) | 0.11% | 0% | 4.11% | 12/14/2023 |
 Viatris (VTRS) | 0.11% | 0% | 4.11% | 12/14/2023 |
 Warner Bros Discovery (WBD) | 0.11% | 0% | 4.11% | 12/14/2023 |
 Paycom (PAYC) | 0.11% | 0% | 2.12% | 12/14/2023 |
 Atlassian (TEAM) | 0.11% | 0% | 4.11% | 12/14/2023 |
 Pure Storage (PSTG) | 0.11% | 0% | 2.12% | 1/22/2025 |
 Bitcoin (BTC) | 0.11% | 0% | 10.84% | 8/1/2024 |
 ConEd (ED) | 0.1% | 0% | 6.44% | 2/24/2025 |
 Waste Management (WM) | 0.1% | 0% | 4.6% | 10/11/2024 |
 CONSOL Energy (CNR) | 0.09% | 0% | 4.46% | 9/25/2024 |
 Celsius (CELH) | 0.09% | 0% | 0.64% | 5/15/2024 |
 Sysco (SYY) | 0.09% | 0% | 2.97% | 7/21/2025 |
 RXO (RXO) | 0.09% | 0% | 3.05% | 11/29/2023 |
 Nike (NKE) | 0.08% | 0% | 2.48% | 6/27/2025 |
 Four-Horsemen | 0.08% | 0% | 0.99% | 3/30/2022 |
 Kyndryl (KD) | 0.08% | 0% | 2.41% | 2/6/2025 |
 Deere (DE) | 0.08% | 0% | 3.47% | 8/27/2024 |
 Lantheus (LNTH) | 0.08% | 0% | 3.4% | 5/1/2024 |
| 0.07% | 0% | 1.13% | 4/1/2022 | |
 Airbnb (ABNB) | 0.07% | 0% | 2.48% | 11/28/2023 |
 Salesforce (CRM) | 0.07% | 0% | 2.2% | 11/17/2023 |
 UPS (UPS) | 0.07% | 0% | 3.19% | 9/20/2024 |
 Ecolab (ECL) | 0.07% | 0% | 3.05% | 9/18/2024 |
 Solana (SOL) | 0.06% | 0% | 2.2% | 7/19/2024 |
 FedEx (FDX) | 0.06% | 0% | 3.12% | 9/19/2024 |
 Rocket Lab (RKLB) | 0.06% | 0% | 2.48% | 9/12/2025 |
 Crowdstrike (CRWD) | 0.06% | 0% | 1.91% | 11/13/2023 |
 Take-Two (TTWO) | 0.06% | 0% | 1.91% | 11/13/2023 |
 NVIDIA (NVDA) | 0.05% | 0% | 1.27% | 4/25/2024 |
 EQT (EQT) | 0.05% | 0% | 4.67% | 3/11/2024 |
 Under Armour (UA) | 0.05% | 0% | 1.56% | 11/8/2023 |
 Snowflake (SNOW) | 0.05% | 0% | 2.55% | 11/22/2023 |
 CNR (CNI) | 0.05% | 0% | 2.2% | 9/6/2024 |
 Datadog (DDOG) | 0.05% | 0% | 1.49% | 11/7/2023 |
 Monster Beverage (MNST) | 0.04% | 0% | 1.2% | 11/3/2023 |
 Roblox (RBLX) | 0.04% | 0% | 5.17% | 3/11/2024 |
 Caterpillar (CAT) | 0.04% | 0% | 1.42% | 8/26/2024 |
 IDEXX (IDXX) | 0.03% | 0% | 1.56% | 11/15/2023 |
 Metso (METSO.HE) | 0.03% | 0% | 1.13% | 11/15/2023 |
 Sunworks (SUNWQ) | 0.03% | 0% | 12.61% | 9/27/2024 |
 Apple (AAPL) | 0.03% | 0% | 1.42% | 11/13/2023 |
 Doximity (DOCS) | 0.03% | 0% | 0.99% | 6/6/2025 |
 Berkshire Hathaway (BRK.B) | 0.03% | 0% | 1.49% | 8/27/2024 |
 AppLovin (APP) | 0.03% | 0% | 1.77% | 5/2/2025 |
 Schrodinger (SDGR) | 0.03% | 0% | 1.49% | 8/27/2024 |
 ASML (ASML) | 0.03% | 0% | 1.77% | 5/2/2025 |
 Post (POST) | 0.03% | 0% | 1.35% | 4/2/2024 |
 Walmart (WMT) | 0.02% | 0% | 1.13% | 8/22/2024 |
 Unity (U) | 0.02% | 0% | 0.42% | 9/12/2024 |
 Dream Finders Homes (DFH) | 0.02% | 0% | 0.71% | 3/25/2024 |
 Novo-Nordisk (NVO) | 0.01% | 0% | 0.35% | 2/25/2025 |
 Vipshop (VIPS) | 0.01% | 0% | 0.57% | 3/22/2024 |
 Best Buy (BBY) | 0.01% | 0% | 0.42% | 11/15/2023 |
 Barrick (B) | 0.01% | 0% | 4.18% | 3/11/2024 |
 SPDR S&P 500 ETF (SPY) | 0.01% | 0% | 0.92% | 11/13/2023 |
 Technology Select Sector SPDR (XLK) | 0.01% | 0% | 0.92% | 11/13/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.01% | 0% | 0.92% | 11/13/2023 |
 Atos (ATO.PA) | 0.01% | 0% | 1.06% | 4/3/2024 |
 Weyerhaeuser (WY) | 0.01% | 0% | 4.18% | 3/11/2024 |
 Stride (LRN) | 0.01% | 0% | 0.35% | 3/19/2024 |
 Pagseguro (PAGS) | 0.01% | 0% | 0.35% | 3/19/2024 |
 CompoSecure (CMPO) | 0.01% | 0% | 0.14% | 3/7/2024 |
 Renewables Infrastructure Group (TRIG.L) | 0.01% | 0% | 4.18% | 3/11/2024 |
 Rigel (RIGL) | 0% | 0% | 0.5% | 4/8/2024 |
 Orpea (EMEIS.PA) | 0% | 0% | 0.42% | 4/8/2024 |
 Ferrexpo (FXPO.L) | 0% | 0% | 4.39% | 3/14/2024 |
 Elders (ELD.ASX) | 0% | 0% | 0.14% | 4/10/2024 |
 Sharecare (SHCR) | 0% | 0% | 0.21% | 4/4/2024 |
 Hasbro (HAS) | 0% | 0% | 4.18% | 3/11/2024 |
 Meituan (03690.HK) | 0% | 0% | 6.44% | 6/29/2023 |
 Sony (SONY) | 0% | 0% | 0.42% | 1/17/2024 |
 China Everbright Environment (00257.HK) | 0% | 0% | 0.07% | 1/12/2024 |
 Tencent (0700.HK) | 0% | 0% | 0.07% | 1/12/2024 |
 Boliden (BOL.ST) | 0% | 0% | 0.07% | 1/12/2024 |
 Xiaomi (1810.HK) | 0% | 0% | 0.07% | 1/12/2024 |
 Kering (KER.PA) | 0% | 0% | 0.07% | 1/12/2024 |
| NOVATEK OAO (NVTKL.L) | 0% | 0% | 0% | - |
 Atlanta Braves (BATRK) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Emcor (EME) | 10.8% | 10.83% |
| TJX (TJX) | 6.17% | 6.56% |
| MercadoLibre (MELI) | 6.17% | 5.91% |
| Pure Storage (PSTG) | 4.78% | 4.98% |
| Wingstop (WING) | 3.09% | 2.29% |
| Nice (NICE) | 3.09% | 2.21% |
| Duke Energy (DUK) | 1.54% | 1.59% |
| Utilities Select Sector SPDR (XLU) | 1.54% | 1.57% |
| ConEd (ED) | 1.54% | 1.53% |
| Kraft Heinz (KHC) | 1.54% | 1.47% |
| Danaher (DHR) | 1.54% | 1.42% |
| Inmode (INMD) | 1.54% | 1.33% |
| Disney (DIS) | 1.91% | 1.24% |
| Alpha Metallurgical (AMR) | 1.54% | 1.1% |
| Perion (PERI) | 2.16% | 1.07% |
| ACM Research (ACMR) | 1.54% | 0.82% |
| NOVATEK OAO (NVTKL.L) | 0.08% | 0% |