Portfolio Diversification
Range
Most Diversified
38 instruments
January 28, 2025
Least Diversified
0 instruments
February 2, 2025
Average
9.6 instruments
Most Consistent Holdings
Top 5
SOL98.36%
V44.34%
BABA42.97%
MSFT42.06%
GOOG39.78%
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 |
|---|---|---|---|---|
| Solana (SOL) | 65.26% | 0% | 98.36% | 2/1/2025 |
 Meta (META) | 4.61% | 0% | 36.68% | 3/2/2023 |
| Alibaba (BABA) | 4.15% | 0% | 42.97% | 1/27/2025 |
 FIS (FIS) | 2.34% | 0% | 36.68% | 3/2/2023 |
| Alphabet (GOOG) | 2.31% | 0% | 39.78% | 12/11/2024 |
| Microsoft (MSFT) | 2.08% | 0% | 42.06% | 2/1/2025 |
 Amazon (AMZN) | 1.99% | 0% | 36.68% | 3/2/2023 |
| Visa (V) | 1.93% | 0% | 44.34% | 9/19/2024 |
 Global Payments (GPN) | 1.25% | 0% | 36.68% | 3/2/2023 |
 Zendesk (ZEN.US) | 0.91% | 0% | 20.35% | 8/15/2022 |
 Fiserv (FI) | 0.85% | 0% | 20.35% | 8/15/2022 |
 Mastercard (MA) | 0.82% | 0% | 26.19% | 8/30/2024 |
 PayPal (PYPL) | 0.66% | 0% | 17.43% | 1/17/2025 |
 Alphabet (GOOGL) | 0.61% | 0% | 36.22% | 3/2/2023 |
 RingCentral (RNG) | 0.48% | 0% | 12.32% | 5/16/2022 |
 Merck (MRK) | 0.34% | 0% | 13.23% | 2/1/2025 |
 GlaxoSmithKline (GSK) | 0.33% | 0% | 21.9% | 2/1/2025 |
 UnitedHealth (UNH) | 0.25% | 0% | 5.2% | 2/1/2025 |
 Nio (NIO) | 0.24% | 0% | 5.66% | 3/3/2022 |
 Alteryx Inc. (AYX) | 0.24% | 0% | 5.66% | 3/3/2022 |
 LendingTree (TREE) | 0.23% | 0% | 12.32% | 5/16/2022 |
 AMD (AMD) | 0.22% | 0% | 6.48% | 2/1/2025 |
 Teleflex (TFX) | 0.2% | 0% | 12.32% | 5/16/2022 |
 Adobe (ADBE) | 0.17% | 0% | 4.65% | 2/1/2025 |
 China SCE (1966.HK) | 0.15% | 0% | 5.66% | 3/3/2022 |
 Teladoc (TDOC) | 0.15% | 0% | 5.66% | 3/3/2022 |
 Burlington (BURL) | 0.13% | 0% | 12.32% | 5/16/2022 |
 Eli Lilly (LLY) | 0.12% | 0% | 5.47% | 2/1/2025 |
 Amgen (AMGN) | 0.12% | 0% | 6.2% | 2/1/2025 |
 Vertex (VRTX) | 0.12% | 0% | 4.11% | 2/1/2025 |
 Nike (NKE) | 0.12% | 0% | 24.45% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 0.12% | 0% | 20.16% | 2/1/2025 |
 MercadoLibre (MELI) | 0.11% | 0% | 5.84% | 2/1/2025 |
 Uber (UBER) | 0.1% | 0% | 5.29% | 2/1/2025 |
 Corsair (CRSR) | 0.1% | 0% | 5.66% | 3/3/2022 |
 Zoetis (ZTS) | 0.09% | 0% | 6.2% | 2/1/2025 |
 Medtronic (MDT.US) | 0.08% | 0% | 5.66% | 3/3/2022 |
 Verizon (VZ) | 0.08% | 0% | 5.66% | 3/3/2022 |
 Unilever (ULVR.L) | 0.08% | 0% | 5.66% | 3/3/2022 |
 Home Depot (HD) | 0.07% | 0% | 4.11% | 2/1/2025 |
 Niu (NIU) | 0.07% | 0% | 5.66% | 3/3/2022 |
 NVIDIA (NVDA) | 0.07% | 0% | 3.83% | 2/1/2025 |
 Dell (DELL) | 0.07% | 0% | 6.02% | 2/1/2025 |
 Zynerba Pharmaceuticals Inc (ZYNE) | 0.06% | 0% | 5.66% | 3/3/2022 |
 Alstom (ALO.PA) | 0.06% | 0% | 5.66% | 3/3/2022 |
 Palo Alto Networks (PANW) | 0.06% | 0% | 4.11% | 2/1/2025 |
 CR Land (1109.HK) | 0.05% | 0% | 14.78% | 10/2/2024 |
 Argenx (ARGX) | 0.05% | 0% | 15.15% | 6/27/2024 |
 Ethereum (ETH) | 0.05% | 0% | 5.57% | 2/1/2025 |
 McDonald's (MCD) | 0.05% | 0% | 14.96% | 2/1/2025 |
 Digital Realty (DLR) | 0.05% | 0% | 4.56% | 2/1/2025 |
 Fiverr (FVRR) | 0.04% | 0% | 5.66% | 3/3/2022 |
 Splunk Inc (SPLK) | 0.04% | 0% | 5.66% | 3/3/2022 |
 Argenx (ARGX.BR) | 0.04% | 0% | 3.83% | 3/3/2022 |
 PepsiCo (PEP) | 0.04% | 0% | 4.01% | 2/1/2025 |
 Applied Materials (AMAT) | 0.04% | 0% | 5.47% | 2/1/2025 |
 Apple (AAPL) | 0.04% | 0% | 2.74% | 2/1/2025 |
 AstraZeneca (AZN) | 0.03% | 0% | 6.57% | 1/30/2025 |
 Coca-Cola (KO) | 0.03% | 0% | 6.75% | 2/1/2025 |
 Abbott (ABT) | 0.03% | 0% | 6.02% | 1/24/2025 |
 Pepe (in millions) (Experimental) (PEPExM) | 0.03% | 0% | 4.11% | 2/1/2025 |
 Bonk Inu (in millions) (Experimental) (BONKxM) | 0.03% | 0% | 3.1% | 2/1/2025 |
 Sunrun (RUN) | 0.03% | 0% | 5.66% | 3/3/2022 |
 Domino's (DPZ) | 0.03% | 0% | 6.39% | 1/30/2025 |
 ASML (ASML) | 0.03% | 0% | 5.38% | 2/1/2025 |
 Texas Instruments (TXN) | 0.02% | 0% | 4.84% | 2/1/2025 |
 Lam Research (LRCX) | 0.02% | 0% | 4.47% | 1/31/2025 |
 Novavax (NVAX) | 0.02% | 0% | 10.86% | 5/10/2024 |
 Berkshire Hathaway (BRK.B) | 0.02% | 0% | 4.01% | 2/1/2025 |
 JFrog (FROG) | 0.02% | 0% | 5.66% | 3/3/2022 |
 Disney (DIS) | 0.02% | 0% | 6.48% | 11/14/2024 |
 Walmart (WMT) | 0.01% | 0% | 0.91% | 1/10/2022 |
 Novartis (NVS) | 0.01% | 0% | 1% | 2/1/2025 |
 Oracle (ORCL) | 0.01% | 0% | 1% | 2/1/2025 |
 Boeing (BA) | 0.01% | 0% | 0.64% | 1/7/2022 |
 Bitcoin (BTC) | 0% | 0% | 1% | 2/1/2025 |
 Booking (BKNG) | 0% | 0% | 0.91% | 2/1/2025 |
 LVMH (MC.PA) | 0% | 0% | 1.37% | 1/26/2024 |
 UCB (UCB.BR) | 0% | 0% | 1.46% | 8/30/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| UnitedHealth (UNH) | 4.94% | 4.94% |
| GlaxoSmithKline (GSK) | 4.94% | 4.92% |
| Merck (MRK) | 4.94% | 4.89% |
| AMD (AMD) | 4.44% | 4.26% |
| Vertex (VRTX) | 2.96% | 2.93% |
| Adobe (ADBE) | 2.96% | 2.89% |
| Amgen (AMGN) | 2.47% | 2.46% |
| Solana (SOL) | 2.69% | 2.43% |
| MercadoLibre (MELI) | 2.47% | 2.35% |
| Home Depot (HD) | 1.98% | 1.99% |
| Zoetis (ZTS) | 1.98% | 1.96% |
| Uber (UBER) | 1.98% | 1.86% |
| Johnson & Johnson (JNJ) | 1.48% | 1.5% |
| Eli Lilly (LLY) | 1.48% | 1.46% |
| Microsoft (MSFT) | 0.99% | 1% |
| Digital Realty (DLR) | 0.99% | 0.98% |
| Applied Materials (AMAT) | 0.99% | 0.98% |
| Dell (DELL) | 0.99% | 0.97% |
| Palo Alto Networks (PANW) | 0.99% | 0.97% |
| Ethereum (ETH) | 0.99% | 0.96% |
| NVIDIA (NVDA) | 0.99% | 0.95% |
| Nike (NKE) | 0.99% | 0.94% |
| ASML (ASML) | 0.49% | 0.52% |
| AstraZeneca (AZN) | 0.49% | 0.52% |
| Lam Research (LRCX) | 0.49% | 0.51% |
| Berkshire Hathaway (BRK.B) | 0.49% | 0.51% |
| McDonald's (MCD) | 0.49% | 0.51% |
| Coca-Cola (KO) | 0.49% | 0.51% |
| PayPal (PYPL) | 0.49% | 0.5% |
| PepsiCo (PEP) | 0.49% | 0.5% |
| Texas Instruments (TXN) | 0.49% | 0.49% |
| Abbott (ABT) | 0.49% | 0.49% |
| Alibaba (BABA) | 0.49% | 0.49% |
| Bonk Inu (in millions) (Experimental) (BONKxM) | 0.49% | 0.47% |
| Pepe (in millions) (Experimental) (PEPExM) | 0.49% | 0.46% |