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Portfolio Diversification
Range
Most Diversified
20 instruments
February 27, 2025
Least Diversified
0 instruments
April 4, 2026
Average
17.2 instruments
Most Consistent Holdings
Top 5
TSLA99.83%
WDC99.83%
PINS99.83%
NAS.OL99.83%
PSH.L99.83%
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 |
|---|---|---|---|---|
 Activision Blizzard, Inc. (ATVI) | 16.02% | 0% | 23.49% | 10/16/2023 |
 CloudComputing | 12.83% | 12.11% | 75.75% | - |
 YieldKing | 11.7% | 13.98% | 75.75% | - |
 OilWorldWide | 9.73% | 11.99% | 75.75% | - |
| Tesla (TSLA) | 8.89% | 8.87% | 99.83% | - |
 Meta (META) | 8.41% | 7.59% | 99.67% | - |
| Norwegian (NAS.OL) | 6.66% | 5.85% | 99.83% | - |
| Western Digital (WDC) | 4% | 12.64% | 99.83% | - |
 Boeing (BA) | 3.43% | 4.45% | 69.31% | - |
 Vanguard S&P 500 ETF (VOO) | 3.29% | 2.72% | 99.83% | - |
 Amazon (AMZN) | 2.81% | 2.58% | 99.67% | - |
 Adobe (ADBE) | 2.14% | 1.41% | 65.22% | - |
| Pershing Square (PSH.L) | 1.65% | 1.23% | 99.83% | - |
 Sandisk Corp/DE (SNDK) | 1.01% | 10.31% | 34.87% | - |
 Palo Alto Networks (PANW) | 0.91% | 0.96% | 65.13% | - |
 Nurix (NRIX) | 0.84% | 0.96% | 65.22% | - |
 Crypto-currency | 0.81% | 0% | 6.19% | 1/3/2024 |
| Pinterest (PINS) | 0.79% | 0.43% | 99.83% | - |
 Block Inc. (XYZ) | 0.72% | 0.83% | 65.13% | - |
 Mattel (MAT) | 0.54% | 0.34% | 84.2% | - |
 Evoke (EVOK.L) | 0.45% | 0.24% | 75.75% | - |
 Bitcoin (BTC) | 0.36% | 0% | 4.18% | 2/26/2024 |
 Splunk Inc (SPLK) | 0.31% | 0% | 34.62% | 2/26/2024 |
 iShares Core Dividend Growth ETF (DGRO) | 0.17% | 0% | 10.54% | 2/26/2024 |
 iShares Core High Dividend ETF (HDV) | 0.17% | 0% | 10.54% | 2/26/2024 |
 Paccar (PCAR) | 0.15% | 0% | 14.13% | 6/22/2023 |
 On the Beach (OTB.L) | 0.14% | 0% | 13.8% | 2/27/2024 |
 Virgin Galactic (SPCE) | 0.05% | 0% | 8.11% | 4/10/2023 |
 South Bow Corp (SOBO) | 0.02% | 0.04% | 46.66% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| CloudComputing | 19.9% | 16.46% |
| YieldKing | 14.75% | 15.06% |
| Tesla (TSLA) | 9.52% | 11.72% |
| OilWorldWide | 14.79% | 10.57% |
| Meta (META) | 5.94% | 8.6% |
| Norwegian (NAS.OL) | 6.64% | 8.14% |
| Western Digital (WDC) | 2.76% | 6.74% |
| Boeing (BA) | 6.37% | 4.95% |
| Sandisk Corp/DE (SNDK) | 0% | 3.09% |
| Vanguard S&P 500 ETF (VOO) | 2.75% | 3.02% |
| Amazon (AMZN) | 2.75% | 2.7% |
| Adobe (ADBE) | 4.69% | 2.29% |
| Pershing Square (PSH.L) | 1.36% | 1.56% |
| Nurix (NRIX) | 1.01% | 1.24% |
| Palo Alto Networks (PANW) | 1.45% | 1.2% |
| Block Inc. (XYZ) | 1.37% | 0.85% |
| Pinterest (PINS) | 1.55% | 0.62% |
| Mattel (MAT) | 0.77% | 0.52% |
| Evoke (EVOK.L) | 0.92% | 0.11% |
| South Bow Corp (SOBO) | 0% | 0.04% |
Cash & Instruments Over Time
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