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Portfolio Diversification
Range
Most Diversified
20 instruments
January 7, 2026
Least Diversified
9 instruments
November 12, 2024
Average
11.8 instruments
Most Consistent Holdings
Top 5
GOOG100%
NVAX100%
WBD96.7%
TDOC79.06%
PATH79.06%
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) | 50.78% | 45.55% | 100% | - |
| Warner Bros Discovery (WBD) | 15.31% | 0% | 96.7% | 1/28/2026 |
 iShares Semiconductor ETF (SOXX) | 8.69% | 10.51% | 70.37% | - |
 Saab (SAABB.ST) | 5.03% | 9.07% | 61.51% | - |
 Pagaya (PGY) | 3.39% | 0% | 43.96% | 7/22/2025 |
 Vanguard Total Stock Market ETF (VTI) | 2.41% | 0% | 58.47% | 11/11/2025 |
 Alibaba (BABA) | 2.18% | 0% | 36.23% | 2/29/2024 |
 Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) | 1.97% | 8.48% | 34.84% | - |
| UiPath (PATH) | 1.59% | 0% | 79.06% | 7/9/2025 |
 Tesla (TSLA) | 1.34% | 0% | 58.21% | 11/11/2024 |
 Devon Energy (DVN) | 0.77% | 4.99% | 19.29% | - |
| Teladoc (TDOC) | 0.69% | 0% | 79.06% | 7/9/2025 |
 Centene (CNC) | 0.68% | 0% | 15.64% | 1/20/2026 |
 Vanguard Small-Cap Growth ETF (VBK) | 0.49% | 0% | 24.93% | 11/11/2025 |
 BioNTech SE (BNTX) | 0.35% | 0% | 29.63% | 12/15/2023 |
 GlobalFoundries (GFS) | 0.29% | 0% | 11.47% | 1/30/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.28% | 2.09% | 14.86% | - |
 TSMC (TSM) | 0.26% | 0% | 8.95% | 4/17/2023 |
 Coupang (CPNG) | 0.24% | 0% | 24.41% | 11/11/2024 |
 Zoetis (ZTS) | 0.23% | 1.02% | 20.94% | - |
 Rolls-Royce (RR.L) | 0.22% | 1.39% | 19.29% | - |
| Novavax (NVAX) | 0.22% | 0.12% | 100% | - |
 Jenoptik (JEN.DE) | 0.21% | 2.9% | 19.64% | - |
 Sasol (SSL) | 0.17% | 1.92% | 14.07% | - |
 Global X Uranium ETF (URA) | 0.15% | 0% | 29.37% | 12/12/2023 |
 Liberty Media (LSXMA) | 0.15% | 0% | 3.13% | 9/11/2024 |
 Palantir (PLTR) | 0.14% | 2.21% | 9.3% | - |
 Vanguard S&P 500 ETF (VOO) | 0.11% | 0.66% | 19.81% | - |
 Pure Storage (PSTG) | 0.11% | 2.06% | 5.3% | - |
 Argenx (ARGX) | 0.09% | 2.31% | 5.21% | - |
 Ferrari (RACE) | 0.08% | 0.59% | 12.51% | - |
 Leidos (LDOS) | 0.05% | 1.32% | 5.3% | - |
 Planet Labs (PL) | 0.04% | 0% | 6.95% | 3/1/2024 |
 Syensqo (SYENS.BR) | 0.04% | 0.19% | 14.07% | - |
 Coherus (CHRS) | 0.01% | 0% | 22.5% | 9/19/2024 |
 Rough Rice (Expiring Future) (RICE.FUT) | 0% | 0.68% | 0.35% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 32.97% | 48.85% |
| iShares Semiconductor ETF (SOXX) | 11.07% | 10.16% |
| Saab (SAABB.ST) | 6.41% | 7.37% |
| Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) | 6.5% | 6.15% |
| Centene (CNC) | 6.46% | 5.7% |
| Warner Bros Discovery (WBD) | 5.48% | 3.77% |
| Devon Energy (DVN) | 5.31% | 3.64% |
| Novo Nordisk (NOVO-B.CO) | 3.29% | 1.9% |
| Palantir (PLTR) | 1.88% | 1.34% |
| Rolls-Royce (RR.L) | 1.97% | 1.31% |
| Sasol (SSL) | 1.68% | 1.11% |
| Zoetis (ZTS) | 2.08% | 1.1% |
| Vanguard S&P 500 ETF (VOO) | 1.04% | 0.69% |
| Jenoptik (JEN.DE) | 1.04% | 0.67% |
| Ferrari (RACE) | 1.04% | 0.64% |
| Syensqo (SYENS.BR) | 0.42% | 0.26% |
| Novavax (NVAX) | 3.73% | 0.09% |
Cash & Instruments Over Time
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