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Portfolio Diversification
Range
Most Diversified
20 instruments
January 1, 2022
Least Diversified
1 instruments
February 16, 2023
Average
3.1 instruments
Most Consistent Holdings
Top 5
MSFT100%
AMZN25.78%
BABA22.58%
MRNA22.58%
AAPL19.05%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 76.29% | 96% | 100% | - |
| Amazon (AMZN) | 6.14% | 0% | 25.78% | 2/15/2023 |
| Apple (AAPL) | 2.4% | 0% | 19.05% | 10/28/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 2.11% | 0% | 8.66% | 5/11/2022 |
| Moderna (MRNA) | 1.45% | 0% | 22.58% | 12/27/2022 |
 Baidu (BIDU) | 1.08% | 0% | 14.46% | 8/8/2022 |
 SPX500 Index (Non Expiry) (SPX500) | 1% | 0% | 9.26% | 5/20/2022 |
 DJ30 Index (Non Expiry) (DJ30) | 0.93% | 0% | 8.73% | 5/12/2022 |
 UiPath (PATH) | 0.87% | 0% | 14.46% | 8/8/2022 |
| Alibaba (BABA) | 0.74% | 0% | 22.58% | 12/27/2022 |
 Pinterest (PINS) | 0.57% | 0% | 14.46% | 8/8/2022 |
 BioNano (BNGO) | 0.47% | 0% | 17.26% | 9/28/2022 |
 Zynga (ZNGA) | 0.34% | 0% | 9.53% | 5/24/2022 |
 Bitcoin (BTC) | 0.17% | 0% | 8.53% | 5/9/2022 |
 Fastly (FSLY) | 0.06% | 0% | 5.26% | 3/21/2022 |
 Alphabet (GOOGL) | 0.06% | 0% | 2.13% | 2/1/2022 |
 PayPal (PYPL) | 0.03% | 0% | 1.6% | 1/24/2022 |
 Tesla (TSLA) | 0.01% | 0% | 0.6% | 2/1/2022 |
 Alphabet (GOOG) | 0.01% | 0% | 0.2% | 1/3/2022 |
 Alteryx Inc. (AYX) | 0% | 0% | 0.33% | 1/5/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 94.49% | 96.87% |
Cash & Instruments Over Time
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