Portfolio Diversification
Range
Most Diversified
35 instruments
March 27, 2022
Least Diversified
0 instruments
February 2, 2025
Average
32.3 instruments
Most Consistent Holdings
Top 5
AAPL99.79%
GOOG99.79%
KO99.79%
MCD99.79%
WMT99.79%
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) | 23.03% | 3.42% | 99.79% | - |
| Alphabet (GOOG) | 5.89% | 6.58% | 99.79% | - |
 NVIDIA (NVDA) | 4.78% | 6.37% | 99.79% | - |
 AMD (AMD) | 4.62% | 20.7% | 99.79% | - |
| Apple (AAPL) | 4.33% | 1.75% | 99.79% | - |
 Palantir (PLTR) | 4.22% | 12.79% | 99.79% | - |
 Visa (V) | 3.03% | 2.12% | 99.79% | - |
 Broadcom (AVGO) | 2.81% | 3.8% | 99.72% | - |
 Mastercard (MA) | 2.76% | 2.23% | 99.79% | - |
| Walmart (WMT) | 2.75% | 3.38% | 99.79% | - |
 Netflix (NFLX) | 2.71% | 2.91% | 99.79% | - |
 Bitcoin (BTC) | 2.55% | 3.03% | 99.79% | - |
 Shopify (SHOP) | 2.12% | 2.67% | 99.79% | - |
| McDonald's (MCD) | 2% | 1.68% | 99.79% | - |
| Coca-Cola (KO) | 1.96% | 1.54% | 99.79% | - |
 Realty Income (O) | 1.94% | 1.19% | 99.79% | - |
 Roku (ROKU) | 1.74% | 2.58% | 99.79% | - |
 Block Inc. (XYZ) | 1.7% | 1.43% | 99.79% | - |
 Lockheed Martin (LMT) | 1.64% | 1.44% | 96.53% | - |
 ExxonMobil (XOM) | 1.54% | 1.21% | 99.79% | - |
 Persimmon (PSN.L) | 1.52% | 1.81% | 99.79% | - |
 PayPal (PYPL) | 1.43% | 1% | 99.79% | - |
 Equinix (EQIX) | 1.39% | 1.62% | 99.79% | - |
 Unity (U) | 1.38% | 2.21% | 99.58% | - |
 Trimble (TRMB) | 1.3% | 1.81% | 99.79% | - |
 Ethereum (ETH) | 1.28% | 1.52% | 99.79% | - |
 ASML (ASML) | 1.21% | 2.07% | 71.25% | - |
 UiPath (PATH) | 1% | 1.44% | 99.79% | - |
 Renewables Infrastructure Group (TRIG.L) | 0.9% | 0.62% | 95.11% | - |
 Cardano (ADA) | 0.84% | 0.76% | 93.84% | - |
 CRISPR Therapeutics (CRSP) | 0.75% | 0.83% | 99.79% | - |
 Johnson & Johnson (JNJ) | 0.32% | 0% | 29.32% | 3/15/2023 |
 iShares Select Dividend ETF (DVY) | 0.11% | 0% | 29.67% | 3/20/2023 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.09% | 0% | 28.82% | 3/7/2023 |
 Invitae Corp (NVTAQ) | 0.07% | 0% | 62.04% | 8/20/2024 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.06% | 0% | 28.54% | 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% |