Portfolio Diversification
Range
Most Diversified
16 instruments
January 1, 2022
Least Diversified
15 instruments
March 20, 2024
Average
15.8 instruments
Most Consistent Holdings
Top 5
MSFT100%
DIS100%
MU100%
BABA100%
BYON100%
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) | 13.43% | 14.87% | 100% | - |
 Vanguard Information Technology (VGT) | 11.14% | 12.49% | 100% | - |
| Micron (MU) | 8.62% | 10.22% | 100% | - |
 PayPal (PYPL) | 8.45% | 6.56% | 100% | - |
 NextEra (NEE) | 8.31% | 6.25% | 100% | - |
 Cardano (ADA) | 7.11% | 0% | 83.96% | 12/20/2024 |
 Airbnb (ABNB) | 6.52% | 5.28% | 100% | - |
| Alibaba (BABA) | 5.81% | 5.15% | 100% | - |
| Disney (DIS) | 5.33% | 4.83% | 100% | - |
 Corsair (CRSR) | 5.17% | 2.81% | 100% | - |
 Block Inc. (XYZ) | 3.56% | 2.56% | 100% | - |
 Pinterest (PINS) | 3.4% | 3.21% | 100% | - |
| Beyond (BYON) | 2.81% | 0.83% | 100% | - |
 Twilio (TWLO) | 2% | 2.28% | 100% | - |
 Teladoc (TDOC) | 1.99% | 0.54% | 100% | - |
 Invesco QQQ (QQQ) | 1.88% | 12.74% | 14.6% | - |
 Vanguard S&P 500 ETF (VOO) | 1.71% | 9.1% | 20.59% | - |
 Bitcoin (BTC) | 1.34% | 0% | 62.09% | 3/19/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 5.28% | 14.08% |
| Vanguard Information Technology (VGT) | 5.31% | 12.9% |
| Vanguard S&P 500 ETF (VOO) | 6.35% | 9.59% |
| PayPal (PYPL) | 10.56% | 8.32% |
| Micron (MU) | 5.28% | 7.71% |
| NextEra (NEE) | 5.28% | 6.89% |
| Airbnb (ABNB) | 5.28% | 5.65% |
| Disney (DIS) | 5.28% | 4.93% |
| Alibaba (BABA) | 5.7% | 4.51% |
| Block Inc. (XYZ) | 5.28% | 3.58% |
| Pinterest (PINS) | 5.28% | 2.9% |
| Twilio (TWLO) | 5.28% | 2.25% |
| Corsair (CRSR) | 5.21% | 2.16% |
| Teladoc (TDOC) | 10.55% | 0.64% |
| Beyond (BYON) | 5.28% | 0.55% |