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Portfolio Diversification
Range
Most Diversified
57 instruments
April 4, 2024
Least Diversified
0 instruments
April 4, 2023
Average
40.1 instruments
Most Consistent Holdings
Top 5
AAPL70.05%
GOOG70.05%
MSFT70.05%
AMZN70.05%
CAT70.05%
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 |
|---|---|---|---|---|
| 14.45% | 0% | 26.32% | 4/3/2023 | |
| 9.35% | 0% | 18.71% | 10/13/2022 | |
 NVIDIA (NVDA) | 2.6% | 5.45% | 70.05% | - |
 Crowdstrike (CRWD) | 1.68% | 2.64% | 70.05% | - |
 Uber (UBER) | 1.49% | 1.96% | 70.05% | - |
 Netflix (NFLX) | 1.48% | 1.89% | 70.05% | - |
 Shopify (SHOP) | 1.36% | 2.22% | 70.05% | - |
 Zscaler (ZS) | 1.35% | 1.49% | 70.05% | - |
 Axon (AXON) | 1.3% | 1.69% | 70.05% | - |
 GE (GE) | 1.3% | 2.5% | 70.05% | - |
 Cloudflare (NET) | 1.28% | 2.32% | 70.05% | - |
 United Rentals (URI) | 1.26% | 1.68% | 70.05% | - |
 Datadog (DDOG) | 1.26% | 1.5% | 70.05% | - |
 TSMC (TSM) | 1.25% | 2.79% | 70.05% | - |
 Lam Research (LRCX) | 1.24% | 3.62% | 70.05% | - |
| Amazon (AMZN) | 1.23% | 1.81% | 70.05% | - |
 BWX Technologies (BWXT) | 1.19% | 2.52% | 70.05% | - |
 Intuitive Surgical (ISRG) | 1.16% | 1.5% | 70.05% | - |
 JPMorgan (JPM) | 1.16% | 1.83% | 70.05% | - |
| Caterpillar (CAT) | 1.14% | 2.39% | 70.05% | - |
 Monday.com (MNDY) | 1.12% | 0.67% | 70.05% | - |
 Disney (DIS) | 1.12% | 1.46% | 70.05% | - |
| Alphabet (GOOG) | 1.11% | 2.41% | 70.05% | - |
 Goldman Sachs (GS) | 1.08% | 2.22% | 70.05% | - |
 AMD (AMD) | 1.08% | 1.96% | 70.05% | - |
 Take-Two (TTWO) | 1.03% | 1.41% | 70.05% | - |
| Microsoft (MSFT) | 0.99% | 1.14% | 70.05% | - |
 MercadoLibre (MELI) | 0.99% | 1.32% | 70.05% | - |
 Twilio (TWLO) | 0.96% | 1.55% | 70.05% | - |
 Berkshire Hathaway (BRK.B) | 0.95% | 1.18% | 70.05% | - |
 Dutch Bros (BROS) | 0.93% | 1.3% | 70.05% | - |
 Trade Desk (TTD) | 0.93% | 0.39% | 70.05% | - |
 Mastercard (MA) | 0.93% | 1.14% | 70.05% | - |
| Apple (AAPL) | 0.89% | 1.21% | 70.05% | - |
 Adobe (ADBE) | 0.87% | 0.59% | 70.05% | - |
 Qualcomm (QCOM) | 0.86% | 0.94% | 70.05% | - |
 Roblox (RBLX) | 0.86% | 1.09% | 70.05% | - |
 Airbnb (ABNB) | 0.85% | 0.89% | 70.05% | - |
 ASML (ASML) | 0.85% | 1.65% | 70.05% | - |
 Snowflake (SNOW) | 0.84% | 1.01% | 70.05% | - |
 Deere (DE) | 0.81% | 1.09% | 70.05% | - |
 Pinterest (PINS) | 0.8% | 0.6% | 70.05% | - |
 IIPR (IIPR) | 0.8% | 0.51% | 70.05% | - |
 IDEXX (IDXX) | 0.77% | 1.09% | 70.05% | - |
 Zoom (ZM) | 0.71% | 0.98% | 70.05% | - |
 DigitalOcean (DOCN) | 0.68% | 1.13% | 70.05% | - |
 Ford (F) | 0.68% | 0.86% | 70.05% | - |
 Unity (U) | 0.67% | 0.71% | 70.05% | - |
 NextEra (NEE) | 0.65% | 0.86% | 70.05% | - |
 PayPal (PYPL) | 0.64% | 0.54% | 70.05% | - |
 Starbucks (SBUX) | 0.64% | 0.67% | 70.05% | - |
 Enphase (ENPH) | 0.61% | 0.28% | 70.05% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 0.58% | 0.87% | 70.05% | - |
 Nike (NKE) | 0.53% | 0.39% | 70.05% | - |
 PUMA (PUM.DE) | 0.53% | 0.26% | 69.71% | - |
 Zalando (ZAL.DE) | 0.5% | 0.47% | 69.71% | - |
 Etsy (ETSY) | 0.46% | 0.39% | 70.05% | - |
 GE Vernova (GEV) | 0.4% | 1.48% | 45.58% | - |
 Moderna (MRNA) | 0.36% | 0.21% | 70.05% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 1.21% | 5.28% |
| Crowdstrike (CRWD) | 1.21% | 2.79% |
| Shopify (SHOP) | 1.21% | 2.7% |
| Lam Research (LRCX) | 1.21% | 2.64% |
| Cloudflare (NET) | 1.21% | 2.56% |
| TSMC (TSM) | 1.21% | 2.55% |
| GE (GE) | 1.21% | 2.5% |
| Alphabet (GOOG) | 1.21% | 2.22% |
| Netflix (NFLX) | 1.21% | 2.11% |
| BWX Technologies (BWXT) | 1.21% | 2.1% |
| Goldman Sachs (GS) | 1.21% | 2.07% |
| Caterpillar (CAT) | 1.21% | 2.07% |
| Uber (UBER) | 1.21% | 1.99% |
| Axon (AXON) | 1.21% | 1.97% |
| JPMorgan (JPM) | 1.21% | 1.92% |
| Twilio (TWLO) | 1.21% | 1.81% |
| AMD (AMD) | 1.21% | 1.76% |
| Amazon (AMZN) | 1.21% | 1.73% |
| United Rentals (URI) | 1.21% | 1.72% |
| Intuitive Surgical (ISRG) | 1.21% | 1.67% |
| Zscaler (ZS) | 1.21% | 1.66% |
| Take-Two (TTWO) | 1.21% | 1.63% |
| Datadog (DDOG) | 1.21% | 1.57% |
| Disney (DIS) | 1.96% | 1.46% |
| Dutch Bros (BROS) | 1.21% | 1.46% |
| Roblox (RBLX) | 1.21% | 1.34% |
| GE Vernova (GEV) | 0% | 1.33% |
| Microsoft (MSFT) | 1.21% | 1.28% |
| Apple (AAPL) | 1.21% | 1.26% |
| ASML (ASML) | 1.21% | 1.23% |
| MercadoLibre (MELI) | 1.21% | 1.23% |
| Berkshire Hathaway (BRK.B) | 1.21% | 1.22% |
| Mastercard (MA) | 1.21% | 1.2% |
| Snowflake (SNOW) | 1.21% | 1.15% |
| IDEXX (IDXX) | 1.22% | 1.09% |
| Unity (U) | 1.21% | 1.07% |
| Qualcomm (QCOM) | 1.21% | 1.06% |
| DigitalOcean (DOCN) | 1.21% | 0.97% |
| Deere (DE) | 1.21% | 0.95% |
| Airbnb (ABNB) | 1.21% | 0.93% |
| Zoom (ZM) | 1.21% | 0.91% |
| Monday.com (MNDY) | 1.21% | 0.85% |
| Ford (F) | 1.21% | 0.81% |
| Global X Lithium & Battery Tech ETF (LIT) | 1.21% | 0.8% |
| NextEra (NEE) | 1.21% | 0.78% |
| Adobe (ADBE) | 1.21% | 0.7% |
| Pinterest (PINS) | 1.21% | 0.7% |
| Starbucks (SBUX) | 1.21% | 0.61% |
| PayPal (PYPL) | 1.21% | 0.59% |
| Zalando (ZAL.DE) | 1.21% | 0.49% |
| IIPR (IIPR) | 1.21% | 0.49% |
| Trade Desk (TTD) | 1.21% | 0.48% |
| Etsy (ETSY) | 1.21% | 0.4% |
| Nike (NKE) | 1.21% | 0.4% |
| PUMA (PUM.DE) | 1.21% | 0.27% |
| Enphase (ENPH) | 2.01% | 0.24% |
| Moderna (MRNA) | 1.21% | 0.14% |
Cash & Instruments Over Time
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