Portfolio Diversification
Range
Most Diversified
116 instruments
March 30, 2023
Least Diversified
95 instruments
April 17, 2025
Average
104.7 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 5.09% | 5.61% | 100% | - |
| Apple (AAPL) | 3.16% | 2.07% | 100% | - |
 Cardano (ADA) | 2.65% | 1.83% | 100% | - |
 MercadoLibre (MELI) | 2.63% | 2.89% | 100% | - |
 Palantir (PLTR) | 2.61% | 6.75% | 100% | - |
 Crowdstrike (CRWD) | 2.26% | 2.48% | 100% | - |
 Tesla (TSLA) | 2.23% | 2.34% | 100% | - |
 Axon (AXON) | 2.18% | 3.93% | 100% | - |
| Microsoft (MSFT) | 2.16% | 1.74% | 100% | - |
 Nu (NU) | 2.11% | 2.32% | 100% | - |
 Iron Mountain (IRM) | 1.77% | 1.4% | 100% | - |
 Shopify (SHOP) | 1.67% | 1.77% | 100% | - |
 Caterpillar (CAT) | 1.64% | 1.17% | 100% | - |
| Alphabet (GOOG) | 1.61% | 1.16% | 100% | - |
 Intuitive Surgical (ISRG) | 1.5% | 1.63% | 100% | - |
 IBM (IBM) | 1.48% | 1.24% | 100% | - |
 Airbnb (ABNB) | 1.43% | 0.8% | 100% | - |
 Snowflake (SNOW) | 1.42% | 1.25% | 100% | - |
 Cloudflare (NET) | 1.42% | 2.22% | 100% | - |
 Toast (TOST) | 1.38% | 1.97% | 100% | - |
 Home Depot (HD) | 1.28% | 0.74% | 100% | - |
 Simon (SPG) | 1.26% | 0.86% | 100% | - |
 arash007 | 1.24% | 0% | 85.08% | 1/27/2025 |
 Ferrari (RACE) | 1.23% | 1.03% | 100% | - |
 Welltower (WELL) | 1.19% | 1.15% | 100% | - |
 Netflix (NFLX) | 1.14% | 1.65% | 100% | - |
 Realty Income (O) | 1.12% | 0.96% | 100% | - |
 UPS (UPS) | 1.12% | 0.47% | 100% | - |
 Sea (SE) | 1.09% | 2.41% | 100% | - |
 Salesforce (CRM) | 1.09% | 0.7% | 100% | - |
| Amazon (AMZN) | 1.08% | 1.41% | 100% | - |
 McDonald's (MCD) | 1.08% | 0.62% | 100% | - |
 Global-E (GLBE) | 1.06% | 0.64% | 100% | - |
 Gilead Sciences (GILD) | 1.05% | 0.85% | 100% | - |
 AMD (AMD) | 1.04% | 0.92% | 100% | - |
 AbbVie (ABBV) | 1.04% | 0.8% | 100% | - |
 Qualcomm (QCOM) | 1.03% | 0.68% | 100% | - |
 Datadog (DDOG) | 1.02% | 0.65% | 100% | - |
 PubMatic (PUBM) | 0.99% | 0.59% | 100% | - |
 Chevron (CVX) | 0.98% | 0.56% | 100% | - |
 Procter & Gamble (PG) | 0.98% | 0.5% | 100% | - |
 3M (MMM) | 0.87% | 0.56% | 100% | - |
 Coca-Cola (KO) | 0.85% | 0.6% | 100% | - |
 Eni (ENI.MI) | 0.81% | 0.4% | 100% | - |
 Trade Desk (TTD) | 0.8% | 0.94% | 80.87% | - |
 Boeing (BA) | 0.79% | 0% | 41.57% | 1/8/2024 |
 Rocket Lab (RKLB) | 0.78% | 3.43% | 29.16% | - |
 Walmart (WMT) | 0.76% | 0.64% | 100% | - |
 Omega Healthcare (OHI) | 0.75% | 0.74% | 100% | - |
 Nike (NKE) | 0.74% | 0.54% | 100% | - |
 Digital Realty (DLR) | 0.72% | 0.7% | 100% | - |
 Kinder Morgan (KMI) | 0.71% | 0.82% | 100% | - |
 Raytheon (RTX) | 0.7% | 0.46% | 100% | - |
 Cisco (CSCO) | 0.68% | 0.43% | 100% | - |
 Corning (GLW) | 0.68% | 0.55% | 100% | - |
 JPMorgan (JPM) | 0.67% | 0.51% | 100% | - |
 Mobileye (MBLY) | 0.66% | 0.24% | 98.75% | - |
 Starbucks (SBUX) | 0.64% | 0.37% | 100% | - |
 Bank of America (BAC) | 0.63% | 0.41% | 100% | - |
 Johnson & Johnson (JNJ) | 0.62% | 0.41% | 100% | - |
 Abbott (ABT) | 0.62% | 0.6% | 100% | - |
| Meta (META) | 0.61% | 0.92% | 100% | - |
 Stellantis (STLAM.MI) | 0.6% | 0.16% | 100% | - |
 Jumia (JMIA) | 0.6% | 0.76% | 100% | - |
 AGNC (AGNC) | 0.6% | 0.48% | 100% | - |
 Waste Management (WM) | 0.59% | 0.62% | 92.48% | - |
 Disney (DIS) | 0.58% | 0% | 51.94% | 4/9/2024 |
 AT&T (T) | 0.56% | 0.58% | 100% | - |
 Pembina (PBA) | 0.55% | 0.5% | 96.47% | - |
 Canadian Solar (CSIQ) | 0.54% | 0.12% | 100% | - |
 SAP (SAP.DE) | 0.51% | 0.61% | 100% | - |
 Hershey (HSY) | 0.47% | 0.3% | 100% | - |
 Mondelez (MDLZ) | 0.46% | 0.35% | 100% | - |
 Roblox (RBLX) | 0.45% | 0.56% | 100% | - |
 Veeva (VEEV) | 0.45% | 0% | 70.84% | 9/23/2024 |
 Lightspeed (LSPD) | 0.45% | 0.46% | 100% | - |
 Nintendo (NTDOY) | 0.44% | 0% | 72.44% | 10/7/2024 |
 Clorox (CLX) | 0.44% | 0.18% | 100% | - |
 Lemonade (LMND) | 0.43% | 1.47% | 100% | - |
 Poste Italiane (PST.MI) | 0.42% | 0.36% | 100% | - |
 Bilibili (BILI) | 0.4% | 0.25% | 100% | - |
 Air Products (APD) | 0.4% | 0.74% | 59% | - |
 Verizon (VZ) | 0.39% | 0.41% | 100% | - |
 CVS Health (CVS) | 0.39% | 0.42% | 100% | - |
 TransMedics (TMDX) | 0.38% | 1.83% | 47.95% | - |
 Kellanova (K) | 0.36% | 0.22% | 100% | - |
 Annaly (NLY) | 0.35% | 0.35% | 100% | - |
 PepsiCo (PEP) | 0.34% | 0.34% | 95.22% | - |
 Novartis (NVS) | 0.34% | 0.39% | 100% | - |
 Fiverr (FVRR) | 0.34% | 0.22% | 100% | - |
 EA (EA) | 0.33% | 0% | 39.41% | 12/20/2023 |
 Target (TGT) | 0.33% | 0.26% | 80.3% | - |
 CRISPR Therapeutics (CRSP) | 0.29% | 0.11% | 100% | - |
 IAG (IAG.L) | 0.29% | 0% | 42.71% | 1/18/2024 |
 Lowe's (LOW) | 0.29% | 0.3% | 57.18% | - |
 Etsy (ETSY) | 0.28% | 0% | 88.27% | 2/24/2025 |
 Semrush (SEMR) | 0.27% | 0% | 76.42% | 11/12/2024 |
 PayPal (PYPL) | 0.25% | 0.29% | 57.18% | - |
 Unity (U) | 0.24% | 0% | 76.42% | 11/12/2024 |
 Newell Brands (NWL) | 0.23% | 0% | 94.08% | 4/16/2025 |
 Rolls-Royce (RR.L) | 0.22% | 0% | 39.29% | 12/19/2023 |
 Alibaba (BABA) | 0.21% | 0.24% | 100% | - |
 Pinterest (PINS) | 0.2% | 0.14% | 100% | - |
 Roku (ROKU) | 0.18% | 0.1% | 100% | - |
 Grab (GRAB) | 0.17% | 1.09% | 23.58% | - |
 Dogecoin (DOGE) | 0.14% | 0.12% | 100% | - |
 Moderna (MRNA) | 0.12% | 0% | 35.65% | 11/17/2023 |
 Rigetti (RGTI) | 0.12% | 1.04% | 15.6% | - |
 Intel (INTC) | 0.1% | 0% | 40.21% | 12/27/2023 |
 Zillow (Z) | 0.09% | 0% | 51.94% | 4/9/2024 |
 Block Inc. (XYZ) | 0.08% | 0% | 54.44% | 5/1/2024 |
 Pacific Biosciences (PACB) | 0.07% | 0% | 47.95% | 3/4/2024 |
 DocuSign (DOCU) | 0.07% | 0% | 39.18% | 12/18/2023 |
 easyJet (EZJ.L) | 0.06% | 0% | 40.21% | 12/27/2023 |
 Plug Power (PLUG) | 0.06% | 0% | 42.82% | 1/19/2024 |
 TUI AG (TUI.L) | 0.06% | 0% | 16.97% | 6/2/2023 |
 Nio (NIO) | 0.05% | 0% | 48.86% | 3/13/2024 |
 Teladoc (TDOC) | 0.04% | 0% | 48.86% | 3/13/2024 |
 Aston Martin (AML.L) | 0.04% | 0% | 39.29% | 12/19/2023 |
 Store Capital Corp. (STOR) | 0.04% | 0% | 3.99% | 2/6/2023 |
 FuelCell Energy (FCEL) | 0.03% | 0% | 34.4% | 11/6/2023 |
 Nokia (NOK) | 0.03% | 0% | 17.43% | 6/6/2023 |
 BioNano (BNGO) | 0.03% | 0% | 15.26% | 5/18/2023 |
 Virgin Galactic (SPCE) | 0.02% | 0% | 51.94% | 4/9/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.01% | 0% | 5.01% | 9/6/2024 |
 UnitedHealth (UNH) | 0.01% | 0.4% | 2.16% | - |
 Peloton (PTON) | 0.01% | 0% | 11.16% | 4/11/2023 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0% | 0% | 0.34% | 9/9/2024 |
 Solventum (SOLV) | 0% | 0% | 0.68% | 4/8/2024 |
 Corbus Pharmaceuticals (CRBP) | 0% | 0% | 3.42% | 2/1/2023 |
 Sandoz (SDZNY) | 0% | 0% | 3.19% | 11/2/2023 |
 Kellogg's (KLG) | 0% | 0% | 1.03% | 10/12/2023 |
 Meituan (03690.HK) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 2.48% | 6.92% |
| Palantir (PLTR) | 3.18% | 6.04% |
| Tesla (TSLA) | 2.61% | 3.58% |
| Axon (AXON) | 1.92% | 3.43% |
| Cardano (ADA) | 0.66% | 3.16% |
| Rocket Lab (RKLB) | 1.92% | 3.16% |
| Apple (AAPL) | 1.98% | 3.03% |
| MercadoLibre (MELI) | 2.77% | 2.5% |
| Crowdstrike (CRWD) | 2.07% | 2.43% |
| Nu (NU) | 2.31% | 2.11% |
| Shopify (SHOP) | 1.95% | 2.03% |
| Toast (TOST) | 1.79% | 1.81% |
| Microsoft (MSFT) | 1.45% | 1.78% |
| Iron Mountain (IRM) | 0.96% | 1.74% |
| Cloudflare (NET) | 1.87% | 1.6% |
| Netflix (NFLX) | 1.3% | 1.59% |
| Amazon (AMZN) | 1.63% | 1.56% |
| Intuitive Surgical (ISRG) | 1.37% | 1.54% |
| Sea (SE) | 2.01% | 1.51% |
| Alphabet (GOOG) | 1.25% | 1.41% |
| Global-E (GLBE) | 1.26% | 1.35% |
| Caterpillar (CAT) | 0.78% | 1.33% |
| Trade Desk (TTD) | 1.34% | 1.25% |
| IBM (IBM) | 1.02% | 1.25% |
| arash007 | 1.09% | 1.14% |
| Salesforce (CRM) | 1.19% | 1.14% |
| Welltower (WELL) | 0.91% | 1.12% |
| Lemonade (LMND) | 1.62% | 1.11% |
| Simon (SPG) | 0.85% | 1.07% |
| Home Depot (HD) | 1.24% | 1.06% |
| Datadog (DDOG) | 1.25% | 1.02% |
| Airbnb (ABNB) | 1.47% | 1% |
| Snowflake (SNOW) | 1.71% | 1% |
| Ferrari (RACE) | 0.73% | 1% |
| Meta (META) | 0.92% | 0.88% |
| Kinder Morgan (KMI) | 0.86% | 0.87% |
| AbbVie (ABBV) | 0.95% | 0.87% |
| Realty Income (O) | 1.45% | 0.85% |
| Gilead Sciences (GILD) | 0.96% | 0.82% |
| Omega Healthcare (OHI) | 0.97% | 0.81% |
| Walmart (WMT) | 0.63% | 0.8% |
| AMD (AMD) | 1.11% | 0.78% |
| McDonald's (MCD) | 0.82% | 0.78% |
| Air Products (APD) | 1.09% | 0.77% |
| Qualcomm (QCOM) | 0.82% | 0.76% |
| PubMatic (PUBM) | 1.4% | 0.7% |
| Corning (GLW) | 0.65% | 0.69% |
| Procter & Gamble (PG) | 0.71% | 0.68% |
| Digital Realty (DLR) | 0.65% | 0.66% |
| 3M (MMM) | 1.09% | 0.66% |
| Jumia (JMIA) | 1.92% | 0.64% |
| Coca-Cola (KO) | 0.77% | 0.63% |
| UPS (UPS) | 0.86% | 0.62% |
| JPMorgan (JPM) | 0.53% | 0.62% |
| Pembina (PBA) | 0.82% | 0.59% |
| Chevron (CVX) | 0.56% | 0.58% |
| TransMedics (TMDX) | 1.53% | 0.55% |
| Lightspeed (LSPD) | 0.94% | 0.54% |
| Waste Management (WM) | 0.65% | 0.54% |
| AGNC (AGNC) | 0.97% | 0.54% |
| Bank of America (BAC) | 0.52% | 0.54% |
| Eni (ENI.MI) | 0.64% | 0.52% |
| Raytheon (RTX) | 0.42% | 0.52% |
| Cisco (CSCO) | 0.58% | 0.52% |
| Johnson & Johnson (JNJ) | 0.77% | 0.51% |
| Starbucks (SBUX) | 0.79% | 0.5% |
| Abbott (ABT) | 0.72% | 0.48% |
| Nike (NKE) | 0.92% | 0.47% |
| AT&T (T) | 0.73% | 0.47% |
| SAP (SAP.DE) | 0.32% | 0.46% |
| Roblox (RBLX) | 0.62% | 0.45% |
| PayPal (PYPL) | 0.51% | 0.45% |
| Lowe's (LOW) | 0.59% | 0.44% |
| Grab (GRAB) | 0.68% | 0.42% |
| Hershey (HSY) | 0.78% | 0.42% |
| Mobileye (MBLY) | 1.05% | 0.39% |
| Poste Italiane (PST.MI) | 0.32% | 0.34% |
| Target (TGT) | 0.53% | 0.34% |
| Bilibili (BILI) | 0.7% | 0.32% |
| Clorox (CLX) | 0.55% | 0.32% |
| Stellantis (STLAM.MI) | 0.37% | 0.31% |
| Annaly (NLY) | 0.54% | 0.29% |
| Kellanova (K) | 0.33% | 0.29% |
| Verizon (VZ) | 0.55% | 0.29% |
| Dogecoin (DOGE) | 0.14% | 0.28% |
| Fiverr (FVRR) | 0.95% | 0.28% |
| PepsiCo (PEP) | 0.45% | 0.27% |
| Novartis (NVS) | 0.35% | 0.26% |
| Mondelez (MDLZ) | 0.42% | 0.26% |
| Alibaba (BABA) | 0.61% | 0.23% |
| Newell Brands (NWL) | 0.46% | 0.18% |
| Canadian Solar (CSIQ) | 0.49% | 0.16% |
| CVS Health (CVS) | 0.43% | 0.16% |
| Pinterest (PINS) | 0.47% | 0.15% |
| CRISPR Therapeutics (CRSP) | 0.68% | 0.14% |
| Roku (ROKU) | 0.54% | 0.13% |
| Etsy (ETSY) | 0.55% | 0.13% |