Portfolio Diversification
Range
Most Diversified
20 instruments
February 27, 2025
Least Diversified
10 instruments
June 23, 2023
Average
16.1 instruments
Most Consistent Holdings
Top 5
META100%
AMZN100%
TSLA100%
WDC100%
PINS100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Activision Blizzard, Inc. (ATVI) | 22.84% | 0% | 33.49% | 10/16/2023 |
 CloudComputing | 11.29% | 18.27% | 65.91% | - |
 YieldKing | 10.43% | 15.74% | 65.91% | - |
 OilWorldWide | 9.01% | 12.66% | 65.91% | - |
| Tesla (TSLA) | 8.21% | 10.03% | 100% | - |
| Meta (META) | 8.04% | 9.64% | 100% | - |
 Norwegian (NAS.OL) | 6.19% | 8.56% | 100% | - |
 Vanguard S&P 500 ETF (VOO) | 3.39% | 3.28% | 100% | - |
| Western Digital (WDC) | 3.17% | 2.15% | 100% | - |
| Amazon (AMZN) | 2.84% | 2.96% | 100% | - |
 Boeing (BA) | 2.68% | 5.59% | 56.5% | - |
 Adobe (ADBE) | 2.05% | 3.25% | 50.66% | - |
 Pershing Square (PSH.L) | 1.73% | 1.56% | 100% | - |
 Crypto-currency | 1.15% | 0% | 8.82% | 1/3/2024 |
| Pinterest (PINS) | 0.81% | 0.84% | 100% | - |
 Nurix (NRIX) | 0.81% | 1.01% | 50.66% | - |
 Palo Alto Networks (PANW) | 0.75% | 1.59% | 50.54% | - |
 Block Inc. (XYZ) | 0.63% | 1.02% | 50.66% | - |
 Mattel (MAT) | 0.56% | 0.55% | 77.71% | - |
 Bitcoin (BTC) | 0.51% | 0% | 5.96% | 2/26/2024 |
 Evoke (EVOK.L) | 0.5% | 0.47% | 65.67% | - |
 Splunk Inc (SPLK) | 0.45% | 0% | 49.34% | 2/26/2024 |
 iShares Core Dividend Growth ETF (DGRO) | 0.25% | 0% | 15.02% | 2/26/2024 |
 iShares Core High Dividend ETF (HDV) | 0.24% | 0% | 15.02% | 2/26/2024 |
 Paccar (PCAR) | 0.21% | 0% | 20.14% | 6/22/2023 |
 On the Beach (OTB.L) | 0.2% | 0% | 19.67% | 2/27/2024 |
 Virgin Galactic (SPCE) | 0.07% | 0% | 11.56% | 4/10/2023 |
 Sandisk Corp/DE (SNDK) | 0.06% | 0.57% | 7.39% | - |
 South Bow Corp (SOBO) | 0.01% | 0.05% | 24.2% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| CloudComputing | 17.1% | 17.42% |
| YieldKing | 14.98% | 14.84% |
| Tesla (TSLA) | 10.1% | 13.19% |
| OilWorldWide | 14.86% | 12.31% |
| Meta (META) | 6.3% | 9.56% |
| Norwegian (NAS.OL) | 7.04% | 6.41% |
| Boeing (BA) | 6.76% | 5.05% |
| Adobe (ADBE) | 4.98% | 3.65% |
| Vanguard S&P 500 ETF (VOO) | 2.92% | 3.25% |
| Amazon (AMZN) | 2.92% | 3.21% |
| Western Digital (WDC) | 2.93% | 2.92% |
| Pershing Square (PSH.L) | 1.44% | 1.56% |
| Nurix (NRIX) | 1.07% | 1.54% |
| Palo Alto Networks (PANW) | 1.54% | 1.49% |
| Block Inc. (XYZ) | 1.46% | 1.39% |
| Pinterest (PINS) | 1.64% | 0.87% |
| Evoke (EVOK.L) | 0.97% | 0.58% |
| Mattel (MAT) | 0.81% | 0.58% |
| South Bow Corp (SOBO) | 0% | 0.04% |