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Portfolio Diversification
Range
Most Diversified
16 instruments
March 9, 2023
Least Diversified
0 instruments
February 2, 2025
Average
14.7 instruments
Most Consistent Holdings
Top 5
META99.81%
TRIP99.81%
INTC99.74%
NFLX99.74%
PYPL99.74%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 BlackStone (BX) | 23.71% | 18.36% | 99.74% | - |
| Meta (META) | 19.31% | 24.75% | 99.81% | - |
| Netflix (NFLX) | 16.69% | 19.8% | 99.74% | - |
 Apple (AAPL) | 11.07% | 11.64% | 98.38% | - |
 Amazon (AMZN) | 3.91% | 0% | 25.26% | 2/17/2023 |
 BioNTech SE (BNTX) | 3.14% | 2.04% | 99.74% | - |
| Intel (INTC) | 2.72% | 3.76% | 99.74% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 1.86% | 1.99% | 74.48% | - |
| PayPal (PYPL) | 1.8% | 0.86% | 99.74% | - |
 iShares Core Dividend Growth ETF (DGRO) | 1.78% | 1.64% | 99.74% | - |
 SoFi (SOFI) | 1.68% | 2.24% | 99.55% | - |
 Global SuperDividend US ETF (DIV) | 1.46% | 1.08% | 99.55% | - |
 Zalando (ZAL.DE) | 1.29% | 0.6% | 99.74% | - |
 ARK Blockchain & Fintech Innovation ETF (ARKF) | 1.28% | 1.4% | 99.74% | - |
 Vistra (VST) | 1.25% | 5.29% | 45.13% | - |
| TripAdvisor (TRIP) | 0.91% | 0.38% | 99.81% | - |
 Semtech (SMTC) | 0.38% | 2.33% | 28.9% | - |
 Supermicro (SMCI) | 0.02% | 0% | 0.91% | 4/4/2023 |
 Owens Corning (OC) | 0.01% | 0% | 0.13% | 3/10/2023 |
 Tesla (TSLA) | 0% | 0% | 0.45% | 2/17/2023 |
 ON Semiconductor (ON) | 0% | 0% | 0.13% | 4/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 10.86% | 23.85% |
| BlackStone (BX) | 11.46% | 21.55% |
| Netflix (NFLX) | 12.84% | 19.62% |
| Apple (AAPL) | 12.44% | 11.63% |
| Vistra (VST) | 9.13% | 5.37% |
| SoFi (SOFI) | 2.96% | 3.01% |
| Intel (INTC) | 5.67% | 2.05% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 3.3% | 1.96% |
| BioNTech SE (BNTX) | 7.7% | 1.71% |
| Semtech (SMTC) | 2.22% | 1.63% |
| ARK Blockchain & Fintech Innovation ETF (ARKF) | 2.96% | 1.55% |
| iShares Core Dividend Growth ETF (DGRO) | 2% | 1.54% |
| PayPal (PYPL) | 6.01% | 0.97% |
| Global SuperDividend US ETF (DIV) | 1.98% | 0.96% |
| Zalando (ZAL.DE) | 3.95% | 0.65% |
| TripAdvisor (TRIP) | 1.89% | 0.48% |
Cash & Instruments Over Time
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