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Portfolio Diversification
Range
Most Diversified
73 instruments
July 3, 2025
Least Diversified
0 instruments
November 30, 2024
Average
56.3 instruments
Most Consistent Holdings
Top 5
HOOD94.94%
NVDA93.42%
PLTR93.42%
GEHC92.66%
AMZN91.65%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 30, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Alibaba (BABA) | 2.7% | 1.78% | 88.61% | - |
 Coca-Cola (KO) | 2.67% | 6.54% | 91.65% | - |
| Amazon (AMZN) | 1.97% | 1.25% | 91.65% | - |
| NVIDIA (NVDA) | 1.73% | 2.77% | 93.42% | - |
 Nike (NKE) | 1.73% | 4.38% | 61.01% | - |
 Eli Lilly (LLY) | 1.62% | 4.91% | 85.06% | - |
 Warner Bros Discovery (WBD) | 1.59% | 5.03% | 48.35% | - |
 Chipotle (CMG) | 1.57% | 4.5% | 37.97% | - |
 Caesars (CZR) | 1.55% | 5% | 33.67% | - |
 PepsiCo (PEP) | 1.5% | 2.91% | 84.56% | - |
 GE Vernova (GEV) | 1.49% | 0.54% | 69.11% | - |
 Celsius (CELH) | 1.46% | 4.21% | 62.78% | - |
| GE HealthCare (GEHC) | 1.41% | 3.11% | 92.66% | - |
 Starbucks (SBUX) | 1.37% | 4.11% | 37.97% | - |
 Royal Caribbean (RCL) | 1.36% | 1.96% | 53.67% | - |
| Robinhood Markets Inc. (HOOD) | 1.34% | 0.53% | 94.94% | - |
 CAVA (CAVA) | 1.27% | 4.02% | 30.63% | - |
 Sea (SE) | 1.24% | 0.46% | 69.37% | - |
 Estee Lauder (EL) | 1.22% | 1.78% | 61.01% | - |
 Liberty Media (LLYVA) | 1.18% | 0% | 31.9% | 8/4/2025 |
 Liberty Media (LLYVK) | 1.18% | 0% | 39.24% | 8/4/2025 |
| Palantir (PLTR) | 1.15% | 1.32% | 93.42% | - |
 Intel (INTC) | 1.15% | 1.19% | 75.7% | - |
 Costco (COST) | 1.12% | 1.04% | 63.04% | - |
 Enphase (ENPH) | 1.09% | 1.55% | 76.96% | - |
 Etsy (ETSY) | 1.07% | 1.74% | 52.15% | - |
 Peloton (PTON) | 1.07% | 1.2% | 45.57% | - |
 Tesla (TSLA) | 1.05% | 0.44% | 84.05% | - |
 Kraft Heinz (KHC) | 1.02% | 3.47% | 36.96% | - |
 Coinbase (COIN) | 1.02% | 0.29% | 79.24% | - |
 AGNC (AGNC) | 1% | 0.72% | 54.43% | - |
 Berkshire Hathaway (BRK.B) | 0.98% | 0% | 29.11% | 9/3/2025 |
 Lemonade (LMND) | 0.97% | 1.1% | 67.34% | - |
 Apple (AAPL) | 0.97% | 1.09% | 78.99% | - |
 MercadoLibre (MELI) | 0.95% | 0% | 39.24% | 9/3/2025 |
 McDonald's (MCD) | 0.94% | 0% | 39.24% | 8/4/2025 |
 Walmart (WMT) | 0.87% | 0% | 40% | 9/3/2025 |
 Carnival (CCL.L) | 0.86% | 3.42% | 38.99% | - |
 Oscar Health (OSCR) | 0.84% | 1.3% | 37.22% | - |
 Bank of America (BAC) | 0.81% | 0.76% | 53.92% | - |
 Crocs (CROX) | 0.74% | 0% | 37.47% | 5/29/2025 |
 JD.com (JD.US) | 0.73% | 0% | 22.78% | 8/4/2025 |
 PayPal (PYPL) | 0.71% | 0% | 24.3% | 8/4/2025 |
 BlackRock (BLK) | 0.7% | 0% | 28.86% | 9/29/2025 |
 Procter & Gamble (PG) | 0.69% | 0% | 54.94% | 9/3/2025 |
 Lululemon (LULU) | 0.67% | 0% | 32.91% | 9/3/2025 |
 Meta (META) | 0.67% | 0% | 46.84% | 9/3/2025 |
 F&G Annuities & Life (FG) | 0.65% | 0% | 22.78% | 3/31/2025 |
 Atlanta Braves (BATRK) | 0.64% | 2.33% | 30.63% | - |
 TAL Education (TAL) | 0.63% | 0% | 24.3% | 8/4/2025 |
 Microsoft (MSFT) | 0.63% | 0.66% | 52.15% | - |
 Millrose Properties Inc (MRP) | 0.62% | 0.5% | 54.18% | - |
 TSMC (TSM) | 0.61% | 0% | 45.06% | 9/29/2025 |
 Visa (V) | 0.6% | 0.82% | 52.91% | - |
 Moderna (MRNA) | 0.58% | 0.49% | 78.48% | - |
 Nu (NU) | 0.58% | 0.82% | 52.15% | - |
 Baidu (BIDU) | 0.57% | 0.68% | 47.59% | - |
 CVS Health (CVS) | 0.56% | 0% | 27.85% | 9/29/2025 |
 AMD (AMD) | 0.54% | 0% | 38.48% | 9/29/2025 |
 Citi (C) | 0.54% | 0% | 7.09% | 3/31/2025 |
 Riot (RIOT) | 0.54% | 0% | 43.54% | 8/27/2025 |
 DraftKings (DKNG) | 0.54% | 0% | 23.54% | 9/29/2025 |
 Canadian Solar (CSIQ) | 0.53% | 0% | 29.11% | 4/25/2025 |
 Altria (MO) | 0.53% | 0% | 40% | 8/4/2025 |
 On (ONON) | 0.53% | 0% | 24.81% | 9/29/2025 |
 Rivian (RIVN) | 0.52% | 0.68% | 63.8% | - |
 Kellogg's (KLG) | 0.51% | 0% | 35.7% | 8/4/2025 |
 Netflix (NFLX) | 0.47% | 0% | 47.34% | 8/4/2025 |
 Ford (F) | 0.46% | 0.48% | 63.29% | - |
 Coupang (CPNG) | 0.46% | 0% | 15.19% | 9/29/2025 |
 e.l.f. (ELF) | 0.46% | 0% | 34.43% | 9/29/2025 |
 Alphabet (GOOG) | 0.46% | 0.18% | 61.01% | - |
 QuantumScape (QS) | 0.45% | 0.39% | 46.08% | - |
 Realty Income (O) | 0.43% | 0% | 22.03% | 9/3/2025 |
 PDD Holdings (PDD) | 0.42% | 1.78% | 29.62% | - |
 Disney (DIS) | 0.41% | 0% | 22.53% | 9/29/2025 |
 Niu (NIU) | 0.41% | 0% | 13.67% | 9/29/2025 |
 Wingstop (WING) | 0.4% | 0% | 18.23% | 7/2/2025 |
 Target (TGT) | 0.4% | 1.44% | 30.13% | - |
 Mastercard (MA) | 0.4% | 0% | 31.14% | 9/29/2025 |
 Novo-Nordisk (NVO) | 0.4% | 0% | 31.65% | 9/18/2025 |
 American Express (AXP) | 0.39% | 0.66% | 38.23% | - |
 Adobe (ADBE) | 0.39% | 0% | 14.68% | 9/3/2025 |
 Applied Materials (AMAT) | 0.38% | 0.31% | 51.65% | - |
 Philip Morris (PM) | 0.38% | 0% | 14.68% | 5/29/2025 |
 Johnson & Johnson (JNJ) | 0.38% | 0% | 46.58% | 9/3/2025 |
 Nio (NIO) | 0.37% | 0% | 17.72% | 3/12/2025 |
 ASML (ASML) | 0.37% | 0% | 29.11% | 9/3/2025 |
 Stanley Black & Decker (SWK) | 0.37% | 0% | 23.8% | 8/4/2025 |
 Intellia (NTLA) | 0.35% | 0% | 45.82% | 10/2/2025 |
 Sunrun (RUN) | 0.35% | 0% | 17.97% | 4/7/2025 |
 Comcast (CMCSA) | 0.34% | 0% | 14.94% | 9/3/2025 |
 Colgate (CL) | 0.34% | 0% | 14.18% | 9/29/2025 |
 JPMorgan (JPM) | 0.34% | 0% | 15.7% | 2/3/2025 |
 Net Lease Office Properties (NLOP) | 0.34% | 0.97% | 29.62% | - |
 Toyota (TM) | 0.32% | 0.48% | 46.33% | - |
 Rocket Lab (RKLB) | 0.31% | 0% | 27.59% | 9/29/2025 |
 Nano Dimension (NNDM) | 0.3% | 0% | 32.91% | 10/6/2025 |
 Hertz (HTZ) | 0.3% | 0% | 7.34% | 12/31/2024 |
 AbbVie (ABBV) | 0.27% | 0% | 31.9% | 7/2/2025 |
 New Oriental (EDU) | 0.26% | 0% | 8.35% | 8/4/2025 |
 Airbnb (ABNB) | 0.26% | 0% | 13.92% | 9/29/2025 |
 SoFi (SOFI) | 0.26% | 0% | 16.96% | 9/3/2025 |
 Lovesac (LOVE) | 0.25% | 0% | 39.24% | 9/3/2025 |
 TripAdvisor (TRIP) | 0.25% | 0% | 7.34% | 4/29/2025 |
 C3.ai (AI) | 0.25% | 0% | 7.09% | 3/3/2025 |
 Carnival (CCL) | 0.24% | 0% | 8.35% | 8/4/2025 |
 Hasbro (HAS) | 0.23% | 0% | 15.95% | 5/29/2025 |
 StoneCo (STNE) | 0.23% | 0% | 16.2% | 7/2/2025 |
 Block Inc. (XYZ) | 0.23% | 0% | 16.96% | 8/4/2025 |
 Norwegian Cruise Line (NCLH) | 0.23% | 0% | 6.58% | 9/29/2025 |
 GEO (GEO) | 0.23% | 0% | 16.96% | 8/4/2025 |
 Roku (ROKU) | 0.23% | 0% | 15.44% | 3/3/2025 |
 Pfizer (PFE) | 0.22% | 0% | 31.65% | 9/3/2025 |
 FedEx (FDX) | 0.22% | 0% | 7.59% | 5/29/2025 |
 Union Pacific (UNP) | 0.21% | 0% | 7.59% | 5/29/2025 |
 Danaos (DAC) | 0.21% | 0% | 7.59% | 5/29/2025 |
 Monster Beverage (MNST) | 0.21% | 0% | 7.09% | 3/3/2025 |
 Plug Power (PLUG) | 0.21% | 0% | 7.09% | 3/3/2025 |
 Phinia (PHIN) | 0.2% | 0% | 7.34% | 4/29/2025 |
 S&P Global (SPGI) | 0.2% | 0% | 15.95% | 7/2/2025 |
 Bloom Energy (BE) | 0.2% | 0.68% | 23.04% | - |
 Micron (MU) | 0.2% | 0% | 14.68% | 9/3/2025 |
 UPS (UPS) | 0.2% | 0% | 7.59% | 5/29/2025 |
 Fiserv (FISV) | 0.2% | 0% | 8.35% | 8/4/2025 |
 Ballard Power (BLDP) | 0.19% | 0% | 20.51% | 10/3/2025 |
 TransMedics (TMDX) | 0.19% | 0% | 21.77% | 5/29/2025 |
 Hershey (HSY) | 0.19% | 0% | 7.09% | 3/3/2025 |
 Grab (GRAB) | 0.18% | 0% | 7.59% | 5/29/2025 |
 Philips (PHG) | 0.18% | 0% | 15.7% | 2/3/2025 |
 Booking (BKNG) | 0.18% | 0% | 6.58% | 9/29/2025 |
 BlackBerry (BB) | 0.18% | 0% | 11.9% | 2/3/2025 |
 Pagseguro (PAGS) | 0.18% | 0% | 7.34% | 4/29/2025 |
 Unity (U) | 0.18% | 0% | 7.09% | 3/31/2025 |
 Constellation Brands (STZ) | 0.18% | 0% | 6.58% | 9/29/2025 |
 Walgreens (WBA) | 0.18% | 0% | 9.87% | 4/29/2025 |
 Stellantis (STLA.US) | 0.18% | 0% | 8.35% | 2/3/2025 |
 Catalyst Pharmaceuticals (CPRX) | 0.17% | 0.51% | 23.04% | - |
 Boeing (BA) | 0.17% | 0% | 15.7% | 2/3/2025 |
 United Airlines (UAL) | 0.16% | 0% | 7.59% | 5/29/2025 |
 Uber (UBER) | 0.16% | 0% | 7.59% | 5/29/2025 |
 GoPro (GPRO) | 0.16% | 0% | 8.86% | 2/5/2025 |
 Fluence (FLNC) | 0.16% | 0% | 16.2% | 6/20/2025 |
 Intuitive Surgical (ISRG) | 0.15% | 0% | 24.05% | 8/4/2025 |
 Merck (MRK) | 0.15% | 0% | 14.43% | 4/29/2025 |
 Corsair (CRSR) | 0.15% | 0% | 11.14% | 1/15/2025 |
 Concentrix (CNXC) | 0.15% | 0% | 8.35% | 8/4/2025 |
 Lucid (LCID) | 0.15% | 0% | 11.14% | 2/14/2025 |
 GM (GM) | 0.14% | 0% | 7.09% | 3/3/2025 |
 Caterpillar (CAT) | 0.14% | 0% | 15.95% | 7/2/2025 |
 Payoneer (PAYO) | 0.14% | 0% | 8.35% | 8/4/2025 |
 Beyond Meat (BYND) | 0.13% | 0% | 8.35% | 2/3/2025 |
 Teladoc (TDOC) | 0.13% | 0.48% | 30.63% | - |
 Goldman Sachs (GS) | 0.12% | 0% | 8.61% | 7/2/2025 |
 MicroStrategy (MSTR) | 0.12% | 0% | 31.14% | 9/29/2025 |
 Oatly (OTLY) | 0.12% | 0% | 8.35% | 2/3/2025 |
 Spotify (SPOT) | 0.12% | 0% | 23.29% | 8/4/2025 |
 Blink Charging (BLNK) | 0.12% | 0% | 7.34% | 12/31/2024 |
 ARMOUR Residential REIT (ARR) | 0.12% | 0% | 8.35% | 2/3/2025 |
 UnitedHealth (UNH) | 0.11% | 0.41% | 32.15% | - |
 BioNTech SE (BNTX) | 0.11% | 0% | 15.7% | 8/4/2025 |
 Charter (CHTR) | 0.11% | 0% | 7.59% | 9/3/2025 |
 Main Street Capital (MAIN) | 0.11% | 0% | 8.35% | 2/3/2025 |
 Sandisk Corp/DE (SNDK) | 0.11% | 0% | 8.35% | 8/4/2025 |
 Marathon Digital (MARA) | 0.1% | 0% | 19.75% | 7/2/2025 |
 British American Tobacco (BTI) | 0.1% | 0% | 7.09% | 3/31/2025 |
 Trip.com (TCOM.CH) | 0.1% | 0% | 7.34% | 9/3/2025 |
 Upstart (UPST) | 0.1% | 0% | 7.34% | 7/31/2025 |
 Deutsche Bank (DB) | 0.09% | 0% | 8.35% | 2/3/2025 |
 EssilorLuxottica (EL.PA) | 0.09% | 0% | 8.61% | 7/2/2025 |
 Ferrari (RACE) | 0.09% | 0.23% | 31.39% | - |
 Reddit Inc (RDDT) | 0.09% | 0% | 7.09% | 3/3/2025 |
 ARM (ARM) | 0.09% | 0% | 7.09% | 3/3/2025 |
 Dutch Bros (BROS) | 0.09% | 0% | 8.61% | 7/2/2025 |
 Grail Inc (GRAL) | 0.08% | 0% | 8.35% | 2/3/2025 |
 Atkore (ATKR) | 0.08% | 0% | 7.34% | 4/29/2025 |
 Take-Two (TTWO) | 0.08% | 0% | 14.94% | 5/29/2025 |
 Shopify (SHOP) | 0.08% | 0% | 8.61% | 7/2/2025 |
 Powell Industries (POWL) | 0.08% | 0% | 7.34% | 4/29/2025 |
 Elevance Health (ELV) | 0.06% | 0.05% | 37.22% | - |
 Cleanspark (CLSK) | 0.06% | 0% | 13.92% | 8/4/2025 |
 Vertex (VRTX) | 0.06% | 0% | 7.09% | 3/3/2025 |
 Papa John's (PZZA) | 0.06% | 0% | 5.82% | 8/27/2025 |
 Medtronic (MDT.US) | 0.06% | 0% | 7.09% | 3/3/2025 |
 Ocugen (OCGN) | 0.05% | 0% | 8.35% | 2/3/2025 |
 Goodyear (GT) | 0.05% | 0% | 7.59% | 5/29/2025 |
 Recursion Pharmaceuticals (RXRX) | 0.05% | 0% | 7.09% | 3/31/2025 |
 Broadcom (AVGO) | 0.05% | 0% | 6.58% | 9/29/2025 |
 CRISPR Therapeutics (CRSP) | 0.04% | 0% | 7.09% | 3/31/2025 |
 Li Auto (LI) | 0.04% | 0% | 7.59% | 9/3/2025 |
 Centene (CNC) | 0.04% | 0% | 9.62% | 9/11/2025 |
 AMSC (AMSC) | 0.03% | 0% | 5.32% | 5/20/2025 |
 D.R. Horton (DHI) | 0.03% | 0% | 8.35% | 8/4/2025 |
 Guardant Health (GH) | 0.02% | 0% | 6.58% | 9/29/2025 |
 Twist Bioscience (TWST) | 0.02% | 0% | 2.28% | 10/8/2025 |
 SolarEdge (SEDG) | 0.01% | 0% | 2.28% | 5/8/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Coca-Cola (KO) | 6.51% | 6.54% |
| Warner Bros Discovery (WBD) | 2.67% | 5.03% |
| Caesars (CZR) | 4.33% | 5% |
| Eli Lilly (LLY) | 2.74% | 4.91% |
| Chipotle (CMG) | 4.33% | 4.5% |
| Nike (NKE) | 6.15% | 4.38% |
| Celsius (CELH) | 3.24% | 4.21% |
| Starbucks (SBUX) | 4.33% | 4.11% |
| CAVA (CAVA) | 4.33% | 4.02% |
| Kraft Heinz (KHC) | 3.25% | 3.47% |
| Carnival (CCL.L) | 2.67% | 3.42% |
| GE HealthCare (GEHC) | 2.47% | 3.11% |
| PepsiCo (PEP) | 3.25% | 2.91% |
| NVIDIA (NVDA) | 2.37% | 2.77% |
| Atlanta Braves (BATRK) | 2.67% | 2.33% |
| Royal Caribbean (RCL) | 2.67% | 1.96% |
| PDD Holdings (PDD) | 1.65% | 1.78% |
| Estee Lauder (EL) | 3.19% | 1.78% |
| Alibaba (BABA) | 1.45% | 1.78% |
| Etsy (ETSY) | 1.45% | 1.74% |
| Enphase (ENPH) | 1.35% | 1.55% |
| Target (TGT) | 1.2% | 1.44% |
| Palantir (PLTR) | 1.11% | 1.32% |
| Oscar Health (OSCR) | 1.14% | 1.3% |
| Amazon (AMZN) | 1.14% | 1.25% |
| Peloton (PTON) | 2.67% | 1.2% |
| Intel (INTC) | 1.37% | 1.19% |
| Lemonade (LMND) | 0.64% | 1.1% |
| Apple (AAPL) | 1.4% | 1.09% |
| Costco (COST) | 1.2% | 1.04% |
| Net Lease Office Properties (NLOP) | 1.37% | 0.97% |
| Nu (NU) | 0.96% | 0.82% |
| Visa (V) | 0.91% | 0.82% |
| Bank of America (BAC) | 1.05% | 0.76% |
| AGNC (AGNC) | 0.96% | 0.72% |
| Rivian (RIVN) | 0.42% | 0.68% |
| Bloom Energy (BE) | 0.5% | 0.68% |
| Baidu (BIDU) | 0.63% | 0.68% |
| American Express (AXP) | 1.06% | 0.66% |
| Microsoft (MSFT) | 0.63% | 0.66% |
| GE Vernova (GEV) | 0.16% | 0.54% |
| Robinhood Markets Inc. (HOOD) | 0.21% | 0.53% |
| Catalyst Pharmaceuticals (CPRX) | 1.1% | 0.51% |
| Millrose Properties Inc (MRP) | 0.45% | 0.5% |
| Moderna (MRNA) | 1.1% | 0.49% |
| Teladoc (TDOC) | 0.39% | 0.48% |
| Ford (F) | 0.42% | 0.48% |
| Toyota (TM) | 0.42% | 0.48% |
| Sea (SE) | 1.2% | 0.46% |
| Tesla (TSLA) | 0.16% | 0.44% |
| UnitedHealth (UNH) | 0.48% | 0.41% |
| QuantumScape (QS) | 0.24% | 0.39% |
| Applied Materials (AMAT) | 0.7% | 0.31% |
| Coinbase (COIN) | 0.55% | 0.29% |
| Ferrari (RACE) | 0.42% | 0.23% |
| Alphabet (GOOG) | 0.76% | 0.18% |
| Elevance Health (ELV) | 0.06% | 0.05% |
Cash & Instruments Over Time
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