Portfolio Diversification
Range
Most Diversified
69 instruments
December 10, 2024
Least Diversified
0 instruments
February 2, 2025
Average
36.6 instruments
Most Consistent Holdings
Top 5
TSLA99.91%
QCOM99.91%
SEDG78.01%
MSFT69.62%
AAPL69.43%
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 |
|---|---|---|---|---|
 Invesco QQQ (QQQ) | 21.72% | 0% | 39.6% | 4/22/2024 |
| Qualcomm (QCOM) | 5.02% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 3.98% | 0% | 69.62% | 2/1/2025 |
| Apple (AAPL) | 3.4% | 0% | 69.43% | 2/1/2025 |
| Tesla (TSLA) | 3.27% | 0% | 99.91% | 2/1/2025 |
| SolarEdge (SEDG) | 1.86% | 0% | 78.01% | 6/5/2024 |
 Berkshire Hathaway (BRK.B) | 1.77% | 0% | 43.43% | 2/1/2025 |
 AMD (AMD) | 1.73% | 0% | 63.96% | 2/1/2025 |
 Bouygues (EN.PA) | 1.44% | 0% | 18.7% | 11/10/2022 |
 Engie (ENGI.PA) | 1.13% | 0% | 15.88% | 9/13/2022 |
 NRG Energy (NRG) | 1.09% | 0% | 15.42% | 9/12/2022 |
 Carlisle (CSL) | 1.09% | 0% | 38.59% | 12/4/2023 |
 Alphabet (GOOG) | 0.95% | 0% | 50.55% | 2/1/2025 |
 Okta (OKTA) | 0.95% | 0% | 25.91% | 10/25/2022 |
 Silicon Motion (SIMO) | 0.94% | 0% | 27.83% | 6/27/2023 |
 AXA (CS.PA) | 0.91% | 0% | 14.51% | 10/24/2022 |
 Enphase (ENPH) | 0.91% | 0% | 49.45% | 2/1/2025 |
 ADS (WMS) | 0.77% | 0% | 27.83% | 8/4/2023 |
 GoPro (GPRO) | 0.68% | 0% | 49.45% | 2/1/2025 |
 Trade Desk (TTD) | 0.65% | 0% | 19.98% | 8/10/2022 |
 TSMC (TSM) | 0.59% | 0% | 39.05% | 2/1/2025 |
 Synaptics (SYNA) | 0.56% | 0% | 55.47% | 5/6/2024 |
 Walmart (WMT) | 0.54% | 0% | 39.05% | 2/1/2025 |
 Globant (GLOB) | 0.53% | 0% | 30.2% | 8/31/2023 |
 Ocado (OCDO.L) | 0.52% | 0% | 23.63% | 9/28/2022 |
 ZIM (ZIM) | 0.52% | 0% | 39.14% | 1/13/2025 |
 Devon Energy (DVN) | 0.51% | 0% | 36.68% | 12/18/2023 |
 Crocs (CROX) | 0.51% | 0% | 40.88% | 2/1/2025 |
 Sea (SE) | 0.51% | 0% | 27.74% | 11/15/2022 |
 Block Inc. (XYZ) | 0.51% | 0% | 22.26% | 9/9/2022 |
 Netflix (NFLX) | 0.51% | 0% | 39.05% | 2/1/2025 |
 Shopify (SHOP) | 0.5% | 0% | 22.26% | 9/9/2022 |
 Amazon (AMZN) | 0.49% | 0% | 40.88% | 2/1/2025 |
 Sunrun (RUN) | 0.49% | 0% | 18.89% | 7/28/2022 |
 Bitcoin (BTC) | 0.49% | 0% | 14.6% | 2/15/2023 |
 Coca-Cola (KO) | 0.48% | 0% | 40.78% | 2/1/2025 |
 Procter & Gamble (PG) | 0.47% | 0% | 40.78% | 2/1/2025 |
 Newmont (NEM) | 0.47% | 0% | 39.05% | 2/1/2025 |
 Cardlytics (CDLX) | 0.47% | 0% | 39.05% | 2/1/2025 |
 Warner Bros Discovery (WBD) | 0.47% | 0% | 40.88% | 2/1/2025 |
 GameStop (GME) | 0.47% | 0% | 33.94% | 2/1/2025 |
 Seagate (STX.US) | 0.47% | 0% | 31.75% | 2/1/2025 |
 Sony (SONY) | 0.46% | 0% | 38.5% | 2/1/2025 |
 Starbucks (SBUX) | 0.46% | 0% | 34.49% | 2/1/2025 |
 Disney (DIS) | 0.46% | 0% | 39.14% | 2/1/2025 |
 Pinterest (PINS) | 0.46% | 0% | 21.26% | 8/25/2022 |
 Meta (META) | 0.45% | 0% | 26.09% | 2/1/2025 |
 Alibaba (BABA) | 0.45% | 0% | 40.05% | 2/1/2025 |
 Corsair (CRSR) | 0.45% | 0% | 40.78% | 2/1/2025 |
 AMC (AMC) | 0.45% | 0% | 39.05% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 0.44% | 0% | 39.05% | 2/1/2025 |
 EA (EA) | 0.44% | 0% | 37.5% | 2/1/2025 |
 Las Vegas Sands (LVS) | 0.44% | 0% | 37.23% | 2/1/2025 |
 Invesco (IVZ.US) | 0.44% | 0% | 34.58% | 2/1/2025 |
 Unity (U) | 0.44% | 0% | 38.41% | 2/1/2025 |
 Take-Two (TTWO) | 0.43% | 0% | 30.57% | 2/1/2025 |
 McDonald's (MCD) | 0.43% | 0% | 37.5% | 2/1/2025 |
 HP (HPQ) | 0.42% | 0% | 24.54% | 2/1/2025 |
 Freeport-McMoRan (FCX) | 0.42% | 0% | 34.31% | 2/1/2025 |
 Mondelez (MDLZ) | 0.42% | 0% | 37.5% | 2/1/2025 |
 Krispy Kreme (DNUT) | 0.42% | 0% | 34.58% | 2/1/2025 |
 Darling (DAR) | 0.42% | 0% | 24.91% | 7/26/2023 |
 NVIDIA (NVDA) | 0.42% | 0% | 26.09% | 2/1/2025 |
 Brown-Forman (BF-B) | 0.42% | 0% | 37.04% | 2/1/2025 |
 Home Depot (HD) | 0.42% | 0% | 27.55% | 2/1/2025 |
 Visa (V) | 0.41% | 0% | 30.02% | 2/1/2025 |
 PepsiCo (PEP) | 0.41% | 0% | 37.5% | 2/1/2025 |
 Adobe (ADBE) | 0.41% | 0% | 27.55% | 2/1/2025 |
 Booking (BKNG) | 0.4% | 0% | 26.09% | 2/1/2025 |
 Keysight Technologies (KEYS) | 0.4% | 0% | 18.98% | 7/19/2023 |
 Eli Lilly (LLY) | 0.39% | 0% | 26.09% | 2/1/2025 |
 Teladoc (TDOC) | 0.39% | 0% | 26% | 10/27/2022 |
 Mastercard (MA) | 0.39% | 0% | 26.46% | 2/1/2025 |
 Olaplex (OLPX) | 0.39% | 0% | 25.82% | 2/1/2025 |
 Paysafe (PSFE) | 0.39% | 0% | 24.54% | 2/1/2025 |
 Uber (UBER) | 0.38% | 0% | 26.09% | 2/1/2025 |
 RBI (QSR) | 0.38% | 0% | 30.75% | 2/1/2025 |
 ASML (ASML) | 0.38% | 0% | 26.09% | 2/1/2025 |
 PayPal (PYPL) | 0.38% | 0% | 24.54% | 2/1/2025 |
 Intel (INTC) | 0.37% | 0% | 26.09% | 2/1/2025 |
 Perficient (PRFT) | 0.37% | 0% | 26.37% | 6/29/2023 |
 Toyota (TM) | 0.37% | 0% | 25.82% | 2/1/2025 |
 Monster Beverage (MNST) | 0.35% | 0% | 24.54% | 2/1/2025 |
 Walgreens (WBA) | 0.34% | 0% | 24.54% | 2/1/2025 |
 SQM (SQM) | 0.33% | 0% | 54.38% | 5/6/2024 |
 Kellanova (K) | 0.32% | 0% | 21.9% | 2/1/2025 |
 Nike (NKE) | 0.31% | 0% | 21.9% | 2/1/2025 |
 Range Resources (RRC) | 0.3% | 0% | 28.28% | 7/28/2023 |
 Spotify (SPOT) | 0.29% | 0% | 18.61% | 2/1/2025 |
 Digital Turbine (APPS) | 0.28% | 0% | 51.46% | 4/8/2024 |
 Deere (DE) | 0.28% | 0% | 10.58% | 4/3/2023 |
 ExlService (EXLS) | 0.28% | 0% | 11.68% | 4/28/2023 |
 Coursera (COUR) | 0.27% | 0% | 18.8% | 2/1/2025 |
 Corteva (CTVA) | 0.25% | 0% | 10.58% | 4/12/2023 |
 EOG Resources (EOG) | 0.25% | 0% | 20.44% | 7/24/2023 |
 Ethereum (ETH) | 0.24% | 0% | 14.69% | 2/16/2023 |
 Peloton (PTON) | 0.23% | 0% | 19.53% | 8/5/2022 |
 Invitae Corp (NVTAQ) | 0.21% | 0% | 19.98% | 8/10/2022 |
 IAC (IAC) | 0.2% | 0% | 21.99% | 7/9/2024 |
 BHP (BHP) | 0.19% | 0% | 2.74% | 4/21/2022 |
 Star Bulk (SBLK) | 0.19% | 0% | 6.39% | 11/11/2022 |
 Zoom (ZM) | 0.16% | 0% | 18.43% | 7/11/2024 |
 Costco (COST) | 0.16% | 0% | 11.22% | 2/1/2025 |
 Avid Technology Inc. (AVID) | 0.15% | 0% | 12.96% | 2/1/2023 |
 Moderna (MRNA) | 0.15% | 0% | 7.57% | 10/31/2022 |
 TopBuild (BLD) | 0.15% | 0% | 9.03% | 1/5/2023 |
 Lululemon (LULU) | 0.15% | 0% | 9.31% | 12/16/2024 |
 Carvana (CVNA) | 0.14% | 0% | 9.22% | 8/2/2024 |
 STMicroelectronics (STM.US) | 0.13% | 0% | 7.39% | 11/10/2022 |
 Valmont (VMI) | 0.13% | 0% | 6.48% | 2/28/2023 |
 MGM (MGM) | 0.12% | 0% | 8.3% | 9/4/2024 |
 Asbury (ABG) | 0.12% | 0% | 5.29% | 11/1/2022 |
 nVent (NVT) | 0.11% | 0% | 4.2% | 2/3/2023 |
 BlackRock (BLK) | 0.1% | 0% | 7.85% | 2/1/2025 |
 Sonos (SONO) | 0.1% | 0% | 7.48% | 11/11/2022 |
 Ubiquiti (UI) | 0.1% | 0% | 16.33% | 5/6/2024 |
 Applied Materials (AMAT) | 0.1% | 0% | 6.02% | 10/25/2022 |
 Futu (FUTU) | 0.1% | 0% | 7.39% | 11/10/2022 |
 Nintendo (NTDOY) | 0.09% | 0% | 14.87% | 4/22/2024 |
 Owens & Minor (OMI) | 0.09% | 0% | 6.57% | 11/10/2022 |
 Hapag-Lloyd (HLAG.DE) | 0.09% | 0% | 8.67% | 12/1/2022 |
 Target (TGT) | 0.09% | 0% | 6.2% | 2/1/2025 |
 Macom (MTSI) | 0.09% | 0% | 5.93% | 11/1/2022 |
 Matson (MATX) | 0.08% | 0% | 8.94% | 12/23/2022 |
 Arista (ANET) | 0.08% | 0% | 5.2% | 2/14/2023 |
 Lam Research (LRCX) | 0.07% | 0% | 6.02% | 10/25/2022 |
 Atkore (ATKR) | 0.07% | 0% | 5.29% | 2/1/2025 |
 Great Wall Motor (2333.HK) | 0.07% | 0% | 6.11% | 10/27/2022 |
 Ameriprise (AMP.US) | 0.07% | 0% | 2.74% | 1/17/2023 |
 Cleveland-Cliffs (CLF.US) | 0.07% | 0% | 4.84% | 10/21/2022 |
 TD Synnex (SNX.US) | 0.07% | 0% | 5.75% | 11/11/2022 |
 Element Solutions (ESI) | 0.07% | 0% | 3.1% | 1/23/2023 |
 Dell (DELL) | 0.07% | 0% | 4.93% | 2/1/2025 |
 Amkor (AMKR) | 0.06% | 0% | 5.38% | 11/10/2022 |
 Patterson (PDCO) | 0.06% | 0% | 3.38% | 1/25/2023 |
 Belden (BDC) | 0.06% | 0% | 4.01% | 2/2/2023 |
 Qurate (QRTEA) | 0.06% | 0% | 4.29% | 2/1/2025 |
 ACM Research (ACMR) | 0.06% | 0% | 6.75% | 11/10/2022 |
 Ingersoll Rand (IR) | 0.06% | 0% | 2.01% | 1/9/2023 |
 AOS (AOSL) | 0.06% | 0% | 7.48% | 11/11/2022 |
 Lantheus (LNTH) | 0.05% | 0% | 3.47% | 1/31/2023 |
 Fortinet (FTNT) | 0.05% | 0% | 4.84% | 10/24/2022 |
 Antero (AR.US) | 0.05% | 0% | 5.29% | 11/7/2022 |
 Riot (RIOT) | 0.04% | 0% | 11.31% | 1/9/2023 |
 ON Semiconductor (ON) | 0.04% | 0% | 4.01% | 2/1/2023 |
 EPAM (EPAM) | 0.04% | 0% | 3.65% | 2/2/2023 |
 Catalyst Pharmaceuticals (CPRX) | 0.04% | 0% | 4.65% | 11/11/2022 |
 Eagle Materials (EXP) | 0.03% | 0% | 1.55% | 1/6/2023 |
 Monolithic Power (MPWR) | 0.03% | 0% | 3.1% | 1/23/2023 |
 WESCO (WCC) | 0.03% | 0% | 3.56% | 10/31/2022 |
 Regal Rexnord (RRX) | 0.03% | 0% | 2.1% | 1/11/2023 |
 SMIC (00981.HK) | 0.03% | 0% | 2.1% | 9/13/2022 |
 Cactus (WHD) | 0.03% | 0% | 2.65% | 1/10/2023 |
 Daqo New Energy (DQ) | 0.02% | 0% | 4.56% | 11/10/2022 |
 Chemours (CC) | 0.02% | 0% | 3.01% | 10/24/2022 |
 Credit Acceptance (CACC) | 0.02% | 0% | 1.28% | 5/6/2024 |
 Regeneron (REGN) | 0.01% | 0% | 0.46% | 8/3/2022 |
 Mattel (MAT) | 0.01% | 0% | 0.64% | 9/9/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| TSMC (TSM) | 1.45% | 2.13% |
| Walmart (WMT) | 1.45% | 2.09% |
| Apple (AAPL) | 1.45% | 2.08% |
| Meta (META) | 1.45% | 1.86% |
| Amazon (AMZN) | 1.45% | 1.69% |
| Alphabet (GOOG) | 1.45% | 1.68% |
| Starbucks (SBUX) | 1.45% | 1.66% |
| Visa (V) | 1.45% | 1.61% |
| NVIDIA (NVDA) | 1.45% | 1.6% |
| Mastercard (MA) | 1.45% | 1.59% |
| Home Depot (HD) | 1.45% | 1.59% |
| HP (HPQ) | 1.45% | 1.58% |
| Invesco (IVZ.US) | 1.45% | 1.56% |
| Netflix (NFLX) | 1.45% | 1.54% |
| Toyota (TM) | 1.45% | 1.54% |
| Berkshire Hathaway (BRK.B) | 1.45% | 1.53% |
| Cardlytics (CDLX) | 1.45% | 1.5% |
| Crocs (CROX) | 1.45% | 1.5% |
| Kellanova (K) | 1.45% | 1.5% |
| GameStop (GME) | 1.45% | 1.48% |
| Monster Beverage (MNST) | 1.45% | 1.47% |
| EA (EA) | 1.45% | 1.47% |
| ZIM (ZIM) | 1.45% | 1.46% |
| Enphase (ENPH) | 1.45% | 1.46% |
| McDonald's (MCD) | 1.45% | 1.46% |
| Procter & Gamble (PG) | 1.45% | 1.45% |
| Seagate (STX.US) | 1.45% | 1.43% |
| Target (TGT) | 1.45% | 1.43% |
| Coca-Cola (KO) | 1.45% | 1.43% |
| Warner Bros Discovery (WBD) | 1.45% | 1.41% |
| AMC (AMC) | 1.45% | 1.4% |
| Walgreens (WBA) | 1.45% | 1.4% |
| Costco (COST) | 1.45% | 1.4% |
| Sony (SONY) | 1.45% | 1.4% |
| Olaplex (OLPX) | 1.44% | 1.38% |
| Tesla (TSLA) | 1.45% | 1.38% |
| Paysafe (PSFE) | 1.45% | 1.37% |
| Brown-Forman (BF-B) | 1.45% | 1.37% |
| Coursera (COUR) | 1.45% | 1.37% |
| Newmont (NEM) | 1.45% | 1.37% |
| Booking (BKNG) | 1.45% | 1.37% |
| Take-Two (TTWO) | 1.45% | 1.37% |
| Disney (DIS) | 1.45% | 1.37% |
| Eli Lilly (LLY) | 1.45% | 1.36% |
| Nike (NKE) | 1.45% | 1.36% |
| Microsoft (MSFT) | 1.45% | 1.36% |
| Corsair (CRSR) | 1.45% | 1.35% |
| ASML (ASML) | 1.45% | 1.35% |
| BlackRock (BLK) | 1.45% | 1.35% |
| Mondelez (MDLZ) | 1.45% | 1.35% |
| PayPal (PYPL) | 1.45% | 1.35% |
| Unity (U) | 1.45% | 1.34% |
| GoPro (GPRO) | 1.45% | 1.34% |
| PepsiCo (PEP) | 1.45% | 1.34% |
| Johnson & Johnson (JNJ) | 1.45% | 1.34% |
| Krispy Kreme (DNUT) | 1.45% | 1.32% |
| Qualcomm (QCOM) | 1.45% | 1.32% |
| Spotify (SPOT) | 1.45% | 1.32% |
| Alibaba (BABA) | 1.45% | 1.32% |
| Adobe (ADBE) | 1.45% | 1.31% |
| Intel (INTC) | 1.45% | 1.3% |
| Dell (DELL) | 1.45% | 1.29% |
| Qurate (QRTEA) | 1.45% | 1.29% |
| AMD (AMD) | 1.45% | 1.28% |
| Uber (UBER) | 1.45% | 1.27% |
| Atkore (ATKR) | 1.45% | 1.26% |
| Las Vegas Sands (LVS) | 1.45% | 1.26% |
| RBI (QSR) | 1.45% | 1.25% |
| Freeport-McMoRan (FCX) | 1.45% | 1.24% |