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Portfolio Diversification
Range
Most Diversified
27 instruments
March 16, 2023
Least Diversified
0 instruments
April 4, 2026
Average
26.6 instruments
Most Consistent Holdings
Top 5
AAPL99.52%
BRK.B99.52%
BABA99.52%
PYPL99.52%
TGT99.52%
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 |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 10.62% | 11.47% | 99.52% | - |
 PrototypeVR | 9.06% | 0% | 98.63% | 6/5/2026 |
 MJ_Lux | 8.64% | 0% | 98.63% | 6/5/2026 |
 Bitcoin (BTC) | 8.08% | 7.21% | 99.36% | - |
 Royal Caribbean (RCL) | 7.31% | 0% | 99.19% | 6/5/2026 |
 Salesforce (CRM) | 5.79% | 3.26% | 99.52% | - |
| Apple (AAPL) | 4.98% | 6.83% | 99.52% | - |
 Viridian Therapeutics (VRDN) | 4.67% | 3.37% | 99.36% | - |
 Johnson & Johnson (JNJ) | 4.13% | 0% | 98.79% | 6/5/2026 |
 SMA (S92.DE) | 4.02% | 4.83% | 99.52% | - |
| Alibaba (BABA) | 3.52% | 3.15% | 99.52% | - |
 Block Inc. (XYZ) | 3.04% | 2.87% | 99.52% | - |
 UnitedHealth (UNH) | 2.9% | 2.36% | 99.44% | - |
 Jazz Pharmaceuticals (JAZZ) | 2.76% | 0% | 98.71% | 6/5/2026 |
 Birkenstock (BIRK) | 2.22% | 2.44% | 77.21% | - |
 Moderna (MRNA) | 2.09% | 0% | 99.19% | 6/5/2026 |
 Tata Motors Shs Sponsored American Deposit Receipt Repr 5 Shs-ADR (TTM) | 2% | 0% | 21.26% | 9/28/2023 |
 Upwork (UPWK) | 1.95% | 0% | 98.71% | 6/5/2026 |
 Volkswagen (VOW3.DE) | 1.84% | 1.49% | 93.88% | - |
| Target (TGT) | 1.71% | 1.49% | 99.52% | - |
 XRP (XRP) | 1.65% | 1.41% | 99.52% | - |
 Ethereum Classic (ETC) | 1.12% | 0% | 98.95% | 6/5/2026 |
| PayPal (PYPL) | 1.07% | 0.62% | 99.52% | - |
 Ballard Power (BLDP) | 0.55% | 0% | 98.95% | 6/5/2026 |
 Plug Power (PLUG) | 0.5% | 0.18% | 99.52% | - |
 Nio (NIO) | 0.44% | 0.34% | 99.52% | - |
 Asensus (ASXC) | 0.1% | 0% | 47.75% | 8/25/2024 |
 Decentraland (MANA) | 0.01% | 0% | 48.23% | 6/5/2026 |
 CXApp (CXAI) | 0% | 0% | 12.64% | 8/27/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 5.83% | 10.72% |
| PrototypeVR | 7.89% | 9.63% |
| Royal Caribbean (RCL) | 2.33% | 9.61% |
| Bitcoin (BTC) | 3.24% | 9.4% |
| MJ_Lux | 8.14% | 8.95% |
| Viridian Therapeutics (VRDN) | 3.24% | 6.05% |
| Apple (AAPL) | 3.24% | 5.49% |
| Salesforce (CRM) | 4.08% | 5.32% |
| Alibaba (BABA) | 4.69% | 5.09% |
| Johnson & Johnson (JNJ) | 3.24% | 4.32% |
| Jazz Pharmaceuticals (JAZZ) | 2.29% | 3.03% |
| SMA (S92.DE) | 4.14% | 2.54% |
| Upwork (UPWK) | 3.29% | 2.52% |
| Block Inc. (XYZ) | 8.16% | 2.48% |
| XRP (XRP) | 0.74% | 2.15% |
| Birkenstock (BIRK) | 2.05% | 2.14% |
| UnitedHealth (UNH) | 2.27% | 1.77% |
| Volkswagen (VOW3.DE) | 1.94% | 1.62% |
| Target (TGT) | 2.2% | 1.08% |
| PayPal (PYPL) | 3.24% | 0.8% |
| Moderna (MRNA) | 2.59% | 0.65% |
| Ethereum Classic (ETC) | 5.83% | 0.56% |
| Ballard Power (BLDP) | 3.24% | 0.39% |
| Nio (NIO) | 3.24% | 0.29% |
| Plug Power (PLUG) | 5.83% | 0.18% |
| Decentraland (MANA) | 0.07% | 0.01% |
| CXApp (CXAI) | 0% | 0% |
Cash & Instruments Over Time
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