Portfolio Diversification
Range
Most Diversified
57 instruments
April 4, 2024
Least Diversified
0 instruments
April 4, 2023
Average
34.5 instruments
Most Consistent Holdings
Top 5
AAPL60.13%
GOOG60.13%
MSFT60.13%
AMZN60.13%
CAT60.13%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| 19.23% | 0% | 35.04% | 4/3/2023 | |
| 12.45% | 0% | 24.91% | 10/13/2022 | |
 NVIDIA (NVDA) | 1.9% | 0% | 60.13% | 2/1/2025 |
 Crowdstrike (CRWD) | 1.28% | 0% | 60.13% | 2/1/2025 |
 Uber (UBER) | 1.25% | 0% | 60.13% | 2/1/2025 |
 Datadog (DDOG) | 1.14% | 0% | 60.13% | 2/1/2025 |
 Zscaler (ZS) | 1.13% | 0% | 60.13% | 2/1/2025 |
 Netflix (NFLX) | 1.1% | 0% | 60.13% | 2/1/2025 |
 United Rentals (URI) | 1.08% | 0% | 60.13% | 2/1/2025 |
| Amazon (AMZN) | 1.06% | 0% | 60.13% | 2/1/2025 |
 Shopify (SHOP) | 1.05% | 0% | 60.13% | 2/1/2025 |
 Lam Research (LRCX) | 1.03% | 0% | 60.13% | 2/1/2025 |
 Monday.com (MNDY) | 1.02% | 0% | 60.13% | 2/1/2025 |
 Intuitive Surgical (ISRG) | 1% | 0% | 60.13% | 2/1/2025 |
 GE (GE) | 1% | 0% | 60.13% | 2/1/2025 |
 Disney (DIS) | 0.99% | 0% | 60.13% | 2/1/2025 |
 AMD (AMD) | 0.98% | 0% | 60.13% | 2/1/2025 |
 Trade Desk (TTD) | 0.97% | 0% | 60.13% | 2/1/2025 |
 TSMC (TSM) | 0.97% | 0% | 60.13% | 2/1/2025 |
| Caterpillar (CAT) | 0.97% | 0% | 60.13% | 2/1/2025 |
 JPMorgan (JPM) | 0.94% | 0% | 60.13% | 2/1/2025 |
 BWX Technologies (BWXT) | 0.94% | 0% | 60.13% | 2/1/2025 |
| Alphabet (GOOG) | 0.93% | 0% | 60.13% | 2/1/2025 |
 Axon (AXON) | 0.92% | 0% | 60.13% | 2/1/2025 |
 Adobe (ADBE) | 0.9% | 0% | 60.13% | 2/1/2025 |
 Cloudflare (NET) | 0.89% | 0% | 60.13% | 2/1/2025 |
| Microsoft (MSFT) | 0.89% | 0% | 60.13% | 2/1/2025 |
 Take-Two (TTWO) | 0.85% | 0% | 60.13% | 2/1/2025 |
 Goldman Sachs (GS) | 0.85% | 0% | 60.13% | 2/1/2025 |
 IIPR (IIPR) | 0.85% | 0% | 60.13% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 0.84% | 0% | 60.13% | 2/1/2025 |
 MercadoLibre (MELI) | 0.84% | 0% | 60.13% | 2/1/2025 |
 Airbnb (ABNB) | 0.82% | 0% | 60.13% | 2/1/2025 |
 Mastercard (MA) | 0.82% | 0% | 60.13% | 2/1/2025 |
| Apple (AAPL) | 0.8% | 0% | 60.13% | 2/1/2025 |
 Qualcomm (QCOM) | 0.8% | 0% | 60.13% | 2/1/2025 |
 ASML (ASML) | 0.79% | 0% | 60.13% | 2/1/2025 |
 Twilio (TWLO) | 0.76% | 0% | 60.13% | 2/1/2025 |
 Pinterest (PINS) | 0.76% | 0% | 60.13% | 2/1/2025 |
 Snowflake (SNOW) | 0.74% | 0% | 60.13% | 2/1/2025 |
 Deere (DE) | 0.72% | 0% | 60.13% | 2/1/2025 |
 Dutch Bros (BROS) | 0.7% | 0% | 60.13% | 2/1/2025 |
 IDEXX (IDXX) | 0.7% | 0% | 60.13% | 2/1/2025 |
 Enphase (ENPH) | 0.7% | 0% | 60.13% | 2/1/2025 |
 Ford (F) | 0.65% | 0% | 60.13% | 2/1/2025 |
 DigitalOcean (DOCN) | 0.64% | 0% | 60.13% | 2/1/2025 |
 Zoom (ZM) | 0.64% | 0% | 60.13% | 2/1/2025 |
 Unity (U) | 0.61% | 0% | 60.13% | 2/1/2025 |
 Starbucks (SBUX) | 0.61% | 0% | 60.13% | 2/1/2025 |
 PayPal (PYPL) | 0.61% | 0% | 60.13% | 2/1/2025 |
 NextEra (NEE) | 0.6% | 0% | 60.13% | 2/1/2025 |
 PUMA (PUM.DE) | 0.6% | 0% | 59.67% | 2/1/2025 |
 Roblox (RBLX) | 0.6% | 0% | 60.13% | 2/1/2025 |
 Nike (NKE) | 0.55% | 0% | 60.13% | 2/1/2025 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.55% | 0% | 60.13% | 2/1/2025 |
 Zalando (ZAL.DE) | 0.47% | 0% | 59.67% | 2/1/2025 |
 Etsy (ETSY) | 0.47% | 0% | 60.13% | 2/1/2025 |
 Moderna (MRNA) | 0.43% | 0% | 60.13% | 2/1/2025 |
 GE Vernova (GEV) | 0.16% | 0% | 27.55% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 1.22% | 4.54% |
| Axon (AXON) | 1.22% | 2.47% |
| Crowdstrike (CRWD) | 1.22% | 2.43% |
| Netflix (NFLX) | 1.22% | 2.39% |
| Shopify (SHOP) | 1.22% | 2.13% |
| TSMC (TSM) | 1.22% | 1.98% |
| Datadog (DDOG) | 1.22% | 1.97% |
| Amazon (AMZN) | 1.22% | 1.96% |
| Intuitive Surgical (ISRG) | 1.22% | 1.84% |
| United Rentals (URI) | 1.22% | 1.79% |
| Trade Desk (TTD) | 1.22% | 1.78% |
| Uber (UBER) | 1.22% | 1.75% |
| JPMorgan (JPM) | 1.22% | 1.71% |
| Disney (DIS) | 1.97% | 1.7% |
| Cloudflare (NET) | 1.22% | 1.67% |
| Twilio (TWLO) | 1.22% | 1.65% |
| Monday.com (MNDY) | 1.22% | 1.62% |
| BWX Technologies (BWXT) | 1.22% | 1.62% |
| Goldman Sachs (GS) | 1.22% | 1.61% |
| GE (GE) | 1.22% | 1.61% |
| Alphabet (GOOG) | 1.22% | 1.61% |
| Zscaler (ZS) | 1.22% | 1.59% |
| Caterpillar (CAT) | 1.22% | 1.56% |
| Dutch Bros (BROS) | 1.22% | 1.49% |
| Take-Two (TTWO) | 1.22% | 1.4% |
| Apple (AAPL) | 1.22% | 1.38% |
| Lam Research (LRCX) | 1.22% | 1.33% |
| Mastercard (MA) | 1.22% | 1.33% |
| Microsoft (MSFT) | 1.22% | 1.33% |
| Berkshire Hathaway (BRK.B) | 1.22% | 1.32% |
| MercadoLibre (MELI) | 1.22% | 1.24% |
| AMD (AMD) | 1.22% | 1.19% |
| Roblox (RBLX) | 1.22% | 1.14% |
| Qualcomm (QCOM) | 1.22% | 1.13% |
| Airbnb (ABNB) | 1.22% | 1.08% |
| Adobe (ADBE) | 1.22% | 1.06% |
| Deere (DE) | 1.22% | 1.04% |
| PayPal (PYPL) | 1.22% | 1.04% |
| Zoom (ZM) | 1.22% | 1.03% |
| Snowflake (SNOW) | 1.22% | 0.97% |
| ASML (ASML) | 1.22% | 0.95% |
| Pinterest (PINS) | 1.22% | 0.94% |
| IIPR (IIPR) | 1.22% | 0.83% |
| NextEra (NEE) | 1.22% | 0.83% |
| DigitalOcean (DOCN) | 1.22% | 0.82% |
| IDEXX (IDXX) | 1.23% | 0.8% |
| GE Vernova (GEV) | 0% | 0.8% |
| Zalando (ZAL.DE) | 1.22% | 0.79% |
| Starbucks (SBUX) | 1.22% | 0.79% |
| PUMA (PUM.DE) | 1.22% | 0.75% |
| Ford (F) | 1.22% | 0.73% |
| Unity (U) | 1.22% | 0.65% |
| Enphase (ENPH) | 2.02% | 0.63% |
| Global X Lithium & Battery Tech ETF (LIT) | 1.22% | 0.6% |
| Nike (NKE) | 1.22% | 0.57% |
| Etsy (ETSY) | 1.22% | 0.46% |
| Moderna (MRNA) | 1.22% | 0.24% |