Portfolio Diversification
Range
Most Diversified
21 instruments
June 9, 2023
Least Diversified
0 instruments
February 2, 2025
Average
20.3 instruments
Most Consistent Holdings
Top 5
META99.87%
TSLA99.87%
MU99.87%
VOW3.DE99.87%
BKG.L99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Generac (GNRC) | 12.49% | 0% | 96.95% | 2/1/2025 |
| Meta (META) | 9.26% | 0% | 99.87% | 2/1/2025 |
| Tesla (TSLA) | 6.82% | 0% | 99.87% | 2/1/2025 |
 United Therapeutics (UTHR) | 6.21% | 0% | 86.72% | 2/1/2025 |
| Micron (MU) | 5.94% | 0% | 99.87% | 2/1/2025 |
 Prog Holdings (PRG) | 5.58% | 0% | 99.87% | 2/1/2025 |
 Vanguard Real Estate ETF (VNQ) | 5.24% | 0% | 96.81% | 2/1/2025 |
 Ethereum (ETH) | 5.09% | 0% | 99.87% | 2/1/2025 |
 Global X Lithium & Battery Tech ETF (LIT) | 5.08% | 0% | 79.55% | 2/1/2025 |
 VanEck Vectors Junior Gold Miners ETF (GDXJ) | 4.75% | 0% | 99.87% | 2/1/2025 |
 Skyworks (SWKS) | 3.71% | 0% | 99.87% | 2/1/2025 |
 ADS (WMS) | 3.12% | 0% | 96.95% | 2/1/2025 |
 AOS (AOSL) | 2.98% | 0% | 79.28% | 2/1/2025 |
| Berkeley Group (BKG.L) | 2.69% | 0% | 99.87% | 2/1/2025 |
 Gold Fields (GFI) | 2.64% | 0% | 99.87% | 2/1/2025 |
 Winnebago (WGO) | 2.33% | 0% | 99.87% | 2/1/2025 |
 Kronos (KRO) | 2.08% | 0% | 96.95% | 2/1/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 2.06% | 0% | 55.11% | 2/1/2025 |
 Semtech (SMTC) | 1.87% | 0% | 96.68% | 2/1/2025 |
| Volkswagen (VOW3.DE) | 1.77% | 0% | 99.87% | 2/1/2025 |
 SQM (SQM) | 1.67% | 0% | 86.59% | 2/1/2025 |
 Sciplay Corp (SCPL) | 1.58% | 0% | 38.38% | 10/24/2023 |
 Steel Dynamics (STLD) | 0.42% | 0% | 7.04% | 2/24/2023 |
 Mosaic (MOS) | 0.37% | 0% | 18.86% | 5/26/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Generac (GNRC) | 13.04% | 13.01% |
| Meta (META) | 7.16% | 12.67% |
| United Therapeutics (UTHR) | 7.97% | 9.31% |
| Tesla (TSLA) | 5.14% | 8.7% |
| Ethereum (ETH) | 4.92% | 6.49% |
| Micron (MU) | 6.27% | 5.73% |
| Prog Holdings (PRG) | 3.45% | 5.29% |
| Vanguard Real Estate ETF (VNQ) | 6.5% | 5.24% |
| Global X Lithium & Battery Tech ETF (LIT) | 9.4% | 4.62% |
| AOS (AOSL) | 4.06% | 3.87% |
| VanEck Vectors Semiconductor ETF (SMH) | 3.23% | 3.67% |
| VanEck Vectors Junior Gold Miners ETF (GDXJ) | 4.88% | 3.27% |
| Semtech (SMTC) | 1.91% | 2.82% |
| Gold Fields (GFI) | 3% | 2.5% |
| Skyworks (SWKS) | 3.7% | 2.5% |
| ADS (WMS) | 2.17% | 2.14% |
| SQM (SQM) | 3.52% | 1.65% |
| Berkeley Group (BKG.L) | 2.07% | 1.55% |
| Kronos (KRO) | 2.17% | 1.48% |
| Winnebago (WGO) | 1.73% | 1.21% |
| Volkswagen (VOW3.DE) | 1.97% | 0.94% |