Portfolio Diversification
Range
Most Diversified
32 instruments
May 24, 2024
Least Diversified
7 instruments
July 24, 2025
Average
14.8 instruments
Most Consistent Holdings
Top 5
DLTR100%
PANW100%
SEDG99.66%
UEC99.66%
ENPH99.32%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 23, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Enphase (ENPH) | 24.47% | 84.42% | 99.32% | - |
 Tesla (TSLA) | 12.57% | 0% | 25.17% | 7/17/2025 |
 Dollar General (DG.US) | 2.53% | 0% | 58.28% | 4/4/2025 |
 Supermicro (SMCI) | 2.49% | 0% | 65.71% | 7/22/2025 |
 Halliburton (HAL) | 2.48% | 4.15% | 93.75% | - |
 Devon Energy (DVN) | 2.32% | 3.63% | 98.48% | - |
| SolarEdge (SEDG) | 1.76% | 2.48% | 99.66% | - |
| Dollar Tree (DLTR) | 1.64% | 2.4% | 100% | - |
 MicroStrategy (MSTR) | 1.45% | 0% | 2.03% | 6/3/2025 |
 Marathon Digital (MARA) | 1.4% | 0% | 14.53% | 6/24/2025 |
| UEC (UEC) | 1.16% | 1.89% | 99.66% | - |
| Palo Alto Networks (PANW) | 0.94% | 0.99% | 100% | - |
 Arcadium Lithium Plc (ALTM) | 0.87% | 0% | 27.87% | 10/7/2024 |
 Cameco (CCJ) | 0.78% | 0% | 76.52% | 7/23/2025 |
 American Airlines (AAL) | 0.76% | 0% | 59.12% | 4/9/2025 |
 Crowdstrike (CRWD) | 0.65% | 0% | 26.86% | 11/11/2024 |
 Riot (RIOT) | 0.6% | 0% | 32.77% | 11/6/2024 |
 Cloudflare (NET) | 0.59% | 0% | 48.31% | 2/6/2025 |
 MongoDB (MDB) | 0.51% | 0% | 48.31% | 4/9/2025 |
 AMD (AMD) | 0.46% | 0% | 8.28% | 1/6/2025 |
 Lyft (LYFT) | 0.43% | 0% | 29.39% | 11/7/2024 |
 Shopify (SHOP) | 0.34% | 0% | 31.76% | 11/11/2024 |
 XPeng (XPEV) | 0.32% | 0% | 29.22% | 12/9/2024 |
 Builders FirstSource (BLDR) | 0.29% | 0% | 18.07% | 8/23/2024 |
 DoorDash (DASH.US) | 0.28% | 0% | 16.22% | 8/6/2024 |
 Southwest (LUV) | 0.28% | 0% | 28.21% | 10/7/2024 |
 Li Auto (LI) | 0.26% | 0% | 24.16% | 9/30/2024 |
 Paycor (PYCR) | 0.25% | 0% | 29.22% | 10/31/2024 |
 United Airlines (UAL) | 0.19% | 0% | 19.43% | 10/7/2024 |
 Samsara (IOT) | 0.14% | 0% | 11.66% | 8/21/2024 |
 Kohl's (KSS) | 0.13% | 0% | 0.17% | 7/23/2025 |
 Meta (META) | 0.08% | 0% | 7.77% | 6/11/2024 |
 Alphabet (GOOGL) | 0.07% | 0% | 4.9% | 5/24/2024 |
 ServiceNow (NOW) | 0.06% | 0% | 6.08% | 7/5/2024 |
 Rivian (RIVN) | 0.06% | 0% | 5.57% | 5/30/2024 |
 First Solar (FSLR) | 0.05% | 0% | 4.73% | 5/22/2024 |
 AECOM (ACM) | 0.05% | 0% | 4.9% | 6/20/2024 |
 Albemarle (ALB) | 0.04% | 0% | 3.72% | 5/14/2024 |
 Cleanspark (CLSK) | 0.04% | 0% | 3.38% | 5/27/2024 |
 Microsoft (MSFT) | 0.04% | 0% | 4.05% | 5/24/2024 |
 Delta (DAL) | 0.03% | 0% | 3.38% | 5/14/2024 |
 JBT (JBTM) | 0.02% | 0% | 2.36% | 7/16/2024 |
 Ulta (ULTA) | 0.01% | 0% | 1.35% | 5/30/2024 |
 Paycom (PAYC) | 0.01% | 0% | 1.18% | 5/9/2024 |
 UiPath (PATH) | 0.01% | 0% | 1.18% | 6/6/2024 |
 Uber (UBER) | 0.01% | 0% | 1.01% | 6/4/2024 |
 MercadoLibre (MELI) | 0.01% | 0% | 0.68% | 5/3/2024 |
 Apple (AAPL) | 0.01% | 0% | 0.51% | 4/25/2024 |
 Salesforce (CRM) | 0% | 0% | 0.17% | 5/31/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| AMD (AMD) | 10.35% | 11.24% |
| Marathon Digital (MARA) | 8.88% | 8.83% |
| Dollar General (DG.US) | 8.48% | 7.77% |
| Enphase (ENPH) | 7.55% | 7.2% |
| Halliburton (HAL) | 4.07% | 3.86% |
| Devon Energy (DVN) | 3.48% | 3.09% |
| Dollar Tree (DLTR) | 2.75% | 2.45% |
| Supermicro (SMCI) | 3.82% | 1.77% |
| Cloudflare (NET) | 0.85% | 1.17% |
| SolarEdge (SEDG) | 3.14% | 1.11% |
| American Airlines (AAL) | 0.85% | 1.08% |
| Cameco (CCJ) | 0.85% | 0.91% |
| UEC (UEC) | 0.85% | 0.9% |
| Palo Alto Networks (PANW) | 0.85% | 0.89% |
| MongoDB (MDB) | 0.85% | 0.68% |