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Portfolio Diversification
Range
Most Diversified
16 instruments
June 3, 2026
Least Diversified
0 instruments
November 18, 2025
Average
10 instruments
Most Consistent Holdings
Top 5
BX99.6%
VRTX99.6%
AXSM99.6%
NVDA88.24%
MSFT67.63%
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) | 31.96% | 9.33% | 99.6% | - |
| NVIDIA (NVDA) | 15.11% | 19.6% | 88.24% | - |
| Axsome (AXSM) | 9.94% | 25.9% | 99.6% | - |
| Vertex (VRTX) | 9.21% | 7.95% | 99.6% | - |
 Apple (AAPL) | 8.18% | 0% | 43.64% | 7/5/2024 |
 Vanguard S&P 500 ETF (VOO) | 6.38% | 11.83% | 66.02% | - |
 Analog Devices (ADI.US) | 4.78% | 0% | 39.61% | 5/15/2024 |
| Microsoft (MSFT) | 3.4% | 4.5% | 67.63% | - |
 Verona Pharma (VRNA) | 2.98% | 0% | 36.8% | 10/10/2025 |
 Micron (MU) | 1.5% | 0% | 33.33% | 2/26/2024 |
 Moderna (MRNA) | 1.12% | 0% | 35.19% | 3/21/2024 |
 easyJet (EZJ.L) | 1.07% | 1.56% | 46.62% | - |
 Trimble (TRMB) | 0.78% | 1.29% | 28.58% | - |
 AdaptHealth (AHCO) | 0.48% | 0% | 27.21% | 4/21/2025 |
 Syndax (SNDX) | 0.43% | 1.92% | 14.9% | - |
 Iovance (IOVA) | 0.26% | 0% | 10.06% | 7/3/2024 |
 Ocugen (OCGN) | 0.25% | 2.27% | 15.62% | - |
 Adobe (ADBE) | 0.24% | 0% | 14.33% | 1/3/2025 |
 SMART (PENG) | 0.16% | 0% | 16.91% | 7/7/2025 |
 Disney (DIS) | 0.15% | 0% | 8.29% | 9/22/2025 |
 Bitcoin (BTC) | 0.12% | 0% | 11.35% | 5/25/2023 |
 Qualcomm (QCOM) | 0.12% | 0% | 7.65% | 2/4/2026 |
 Novavax (NVAX) | 0.1% | 0% | 56.2% | 12/9/2024 |
 Raytheon (RTX) | 0.07% | 1.15% | 5.64% | - |
 Forge (FRGE) | 0.06% | 0% | 5.31% | 5/31/2024 |
 AMD (AMD) | 0.06% | 2.98% | 1.85% | - |
 Saab (SAABB.ST) | 0.05% | 0% | 3.86% | 5/13/2026 |
 Fiverr (FVRR) | 0.04% | 0% | 11.35% | 5/25/2023 |
 Amkor (AMKR) | 0.02% | 1.09% | 1.85% | - |
 Chip-Tech | 0.01% | 3.27% | 0.4% | - |
 Semiconductors Index (Semiconductors) | 0.01% | 1.52% | 0.72% | - |
 Rocket Lab (RKLB) | 0% | 1.06% | 0.32% | - |
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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