Portfolio Diversification
Range
Most Diversified
14 instruments
April 1, 2022
Least Diversified
0 instruments
January 9, 2022
Average
7.7 instruments
Most Consistent Holdings
Top 5
AMZN96.71%
TSLA96.71%
WIX96.71%
BBOX.L96.71%
NIO96.71%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 9, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Enphase (ENPH) | 16.2% | 15.63% | 48.84% | - |
 Netflix (NFLX) | 12.1% | 28.83% | 94.14% | - |
| Wix (WIX) | 11.93% | 16% | 96.71% | - |
 Bank of America (BAC) | 9.69% | 12.88% | 93.49% | - |
| Tesla (TSLA) | 7.49% | 8.95% | 96.71% | - |
| Amazon (AMZN) | 7.19% | 10.21% | 96.71% | - |
| Tritax (BBOX.L) | 6.59% | 5.47% | 96.71% | - |
 Robert Half (RHI) | 5.13% | 0% | 12.13% | 6/13/2022 |
| Nio (NIO) | 3.5% | 1.28% | 96.71% | - |
 Apple (AAPL) | 0.78% | 0% | 7.63% | 5/25/2022 |
 Merck (MRK) | 0.42% | 0% | 5.78% | 5/2/2022 |
 Microsoft (MSFT) | 0.37% | 0% | 4.66% | 5/20/2022 |
 Berkshire Hathaway (BRK.B) | 0.32% | 0% | 6.67% | 5/13/2022 |
 Ally (ALLY) | 0.27% | 0% | 4.5% | 5/20/2022 |
 Coca-Cola (KO) | 0.18% | 0% | 2.57% | 5/2/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.16% | 0% | 0.48% | 5/27/2022 |
 USD/CAD (USDCAD) | 0.08% | 0% | 0.56% | 5/9/2022 |
 LVMH (MC.PA) | 0.01% | 0% | 0.08% | 3/24/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Enphase (ENPH) | 33.17% | 23.96% |
| Wix (WIX) | 9.1% | 19.38% |
| Netflix (NFLX) | 9.1% | 18.4% |
| Tesla (TSLA) | 9.1% | 11.09% |
| Bank of America (BAC) | 12.13% | 10.97% |
| Amazon (AMZN) | 7.58% | 9.31% |
| Tritax (BBOX.L) | 10.16% | 4.96% |
| Nio (NIO) | 9.1% | 1.46% |