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Portfolio Diversification
Range
Most Diversified
12 instruments
March 26, 2024
Least Diversified
0 instruments
November 18, 2025
Average
9.9 instruments
Most Consistent Holdings
Top 5
BX99.91%
VRTX99.91%
AXSM99.91%
NVDA87.66%
MSFT65.42%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| BlackStone (BX) | 33.44% | 15.33% | 99.91% | - |
| NVIDIA (NVDA) | 14.32% | 28.15% | 87.66% | - |
| Vertex (VRTX) | 9.42% | 7.56% | 99.91% | - |
| Axsome (AXSM) | 9.09% | 19.07% | 99.91% | - |
 Apple (AAPL) | 8.83% | 0% | 47.09% | 7/5/2024 |
 Vanguard S&P 500 ETF (VOO) | 5.99% | 12.08% | 63.68% | - |
 Analog Devices (ADI.US) | 5.16% | 0% | 42.75% | 5/15/2024 |
| Microsoft (MSFT) | 3.34% | 4.83% | 65.42% | - |
 Verona Pharma (VRNA) | 3.22% | 0% | 39.7% | 10/10/2025 |
 Micron (MU) | 1.62% | 0% | 35.97% | 2/26/2024 |
 Moderna (MRNA) | 1.21% | 0% | 37.97% | 3/21/2024 |
 easyJet (EZJ.L) | 1.06% | 1.51% | 42.83% | - |
 Trimble (TRMB) | 0.65% | 3.47% | 23.28% | - |
 AdaptHealth (AHCO) | 0.52% | 0% | 29.37% | 4/21/2025 |
 Iovance (IOVA) | 0.28% | 0% | 10.86% | 7/3/2024 |
 Adobe (ADBE) | 0.25% | 0% | 15.46% | 1/3/2025 |
 Ocugen (OCGN) | 0.25% | 0% | 16.07% | 9/24/2024 |
 Syndax (SNDX) | 0.21% | 3.59% | 8.6% | - |
 SMART (PENG) | 0.18% | 0% | 18.25% | 7/7/2025 |
 Disney (DIS) | 0.16% | 0% | 8.95% | 9/22/2025 |
 Bitcoin (BTC) | 0.13% | 0% | 12.25% | 5/25/2023 |
 Qualcomm (QCOM) | 0.13% | 0% | 8.25% | 2/4/2026 |
 Novavax (NVAX) | 0.11% | 0% | 60.64% | 12/9/2024 |
 Forge (FRGE) | 0.07% | 0% | 5.73% | 5/31/2024 |
 Fiverr (FVRR) | 0.05% | 0% | 12.25% | 5/25/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 10.27% | 25.31% |
| BlackStone (BX) | 7.38% | 19.41% |
| Axsome (AXSM) | 12.19% | 18.67% |
| Vanguard S&P 500 ETF (VOO) | 19.73% | 10.41% |
| Vertex (VRTX) | 5.13% | 6.37% |
| Microsoft (MSFT) | 10.43% | 5.64% |
| Trimble (TRMB) | 8.02% | 3.5% |
| easyJet (EZJ.L) | 8.02% | 2.89% |
| Syndax (SNDX) | 6.42% | 2.77% |
| Qualcomm (QCOM) | 4.01% | 1.52% |
Cash & Instruments Over Time
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