Portfolio Diversification
Range
Most Diversified
35 instruments
March 27, 2022
Least Diversified
0 instruments
February 2, 2025
Average
32.6 instruments
Most Consistent Holdings
Top 5
AAPL99.92%
GOOG99.92%
KO99.92%
MCD99.92%
WMT99.92%
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 |
|---|---|---|---|---|
 Tesla (TSLA) | 26.16% | 2.85% | 99.92% | - |
| Alphabet (GOOG) | 5.99% | 4.8% | 99.92% | - |
| Apple (AAPL) | 4.76% | 1.66% | 99.92% | - |
 NVIDIA (NVDA) | 4.46% | 6.68% | 99.92% | - |
 Visa (V) | 3.15% | 2.92% | 99.92% | - |
 Palantir (PLTR) | 2.97% | 11.51% | 99.92% | - |
 Mastercard (MA) | 2.82% | 2.98% | 99.92% | - |
 Broadcom (AVGO) | 2.69% | 3.37% | 99.92% | - |
| Walmart (WMT) | 2.69% | 3.66% | 99.92% | - |
 Netflix (NFLX) | 2.53% | 4.9% | 99.92% | - |
 AMD (AMD) | 2.4% | 14.76% | 99.92% | - |
 Bitcoin (BTC) | 2.32% | 4.59% | 99.92% | - |
 Shopify (SHOP) | 2.07% | 2.34% | 99.92% | - |
 Realty Income (O) | 2.05% | 1.5% | 99.92% | - |
| McDonald's (MCD) | 2.05% | 2.11% | 99.92% | - |
| Coca-Cola (KO) | 2.02% | 2.02% | 99.92% | - |
 Block Inc. (XYZ) | 1.7% | 1.86% | 99.92% | - |
 Lockheed Martin (LMT) | 1.66% | 1.86% | 96.15% | - |
 Roku (ROKU) | 1.63% | 2.43% | 99.92% | - |
 ExxonMobil (XOM) | 1.58% | 1.38% | 99.92% | - |
 Persimmon (PSN.L) | 1.48% | 2.29% | 99.92% | - |
 PayPal (PYPL) | 1.46% | 1.55% | 99.92% | - |
 Equinix (EQIX) | 1.32% | 2.56% | 99.92% | - |
 Unity (U) | 1.31% | 1.55% | 99.92% | - |
 Trimble (TRMB) | 1.2% | 2.1% | 99.92% | - |
 Ethereum (ETH) | 1.18% | 1.58% | 99.92% | - |
 ASML (ASML) | 1.11% | 1.86% | 66.91% | - |
 UiPath (PATH) | 0.97% | 1.41% | 99.92% | - |
 Renewables Infrastructure Group (TRIG.L) | 0.92% | 0.98% | 94.51% | - |
 Cardano (ADA) | 0.75% | 1.6% | 93.04% | - |
 CRISPR Therapeutics (CRSP) | 0.72% | 0.8% | 99.92% | - |
 Johnson & Johnson (JNJ) | 0.37% | 0% | 33.91% | 3/15/2023 |
 iShares Select Dividend ETF (DVY) | 0.12% | 0% | 34.32% | 3/20/2023 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.1% | 0% | 33.33% | 3/7/2023 |
 Invitae Corp (NVTAQ) | 0.08% | 0% | 71.74% | 8/20/2024 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.07% | 0% | 33.01% | 3/3/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Palantir (PLTR) | 1.5% | 8.95% |
| NVIDIA (NVDA) | 0.91% | 5.79% |
| Bitcoin (BTC) | 1.74% | 5.39% |
| Tesla (TSLA) | 1.29% | 5.11% |
| Netflix (NFLX) | 1.67% | 4.62% |
| Walmart (WMT) | 3.7% | 4.45% |
| Alphabet (GOOG) | 3.7% | 4.4% |
| Broadcom (AVGO) | 1.42% | 4.15% |
| Mastercard (MA) | 3.7% | 3.48% |
| Equinix (EQIX) | 4.41% | 3.47% |
| Visa (V) | 3.7% | 3.27% |
| Block Inc. (XYZ) | 3.7% | 3.19% |
| Roku (ROKU) | 3.7% | 3.02% |
| Shopify (SHOP) | 1.29% | 2.93% |
| Persimmon (PSN.L) | 7.4% | 2.83% |
| Ethereum (ETH) | 1.97% | 2.78% |
| Cardano (ADA) | 6.89% | 2.7% |
| Trimble (TRMB) | 3.7% | 2.7% |
| Apple (AAPL) | 1.83% | 2.67% |
| McDonald's (MCD) | 3.7% | 2.6% |
| Lockheed Martin (LMT) | 3.7% | 2.46% |
| PayPal (PYPL) | 3.7% | 2.36% |
| Coca-Cola (KO) | 3.71% | 2.31% |
| ASML (ASML) | 3.7% | 2.25% |
| Realty Income (O) | 3.7% | 1.87% |
| ExxonMobil (XOM) | 1.89% | 1.86% |
| Unity (U) | 3.7% | 1.82% |
| UiPath (PATH) | 3.7% | 1.78% |
| AMD (AMD) | 1.38% | 1.58% |
| Renewables Infrastructure Group (TRIG.L) | 3.7% | 1.39% |
| CRISPR Therapeutics (CRSP) | 3.7% | 0.98% |