Portfolio Diversification
Range
Most Diversified
68 instruments
April 17, 2024
Least Diversified
0 instruments
July 31, 2024
Average
32.1 instruments
Most Consistent Holdings
Top 5
NVDA98.63%
AMD98.27%
T80.57%
PYPL78.74%
1810.HK78.19%
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 |
|---|---|---|---|---|
 Alibaba (BABA) | 8.47% | 0% | 71.26% | 3/22/2024 |
| AT&T (T) | 6.84% | 0% | 80.57% | 7/3/2024 |
| NVIDIA (NVDA) | 6.62% | 0% | 98.63% | 2/1/2025 |
| AMD (AMD) | 4.39% | 0% | 98.27% | 2/1/2025 |
| PayPal (PYPL) | 4.34% | 0% | 78.74% | 6/27/2024 |
 Meta (META) | 4.01% | 0% | 78.01% | 7/3/2024 |
 Shopify (SHOP) | 3.07% | 0% | 78.1% | 7/3/2024 |
 TSMC (TSM) | 1.71% | 0% | 47.81% | 2/1/2025 |
 Intel (INTC) | 1.64% | 0% | 64.05% | 7/3/2024 |
 Vanguard FTSE Emerging Markets (VWO) | 1.5% | 0% | 45.71% | 7/3/2024 |
 ARM (ARM) | 1.35% | 0% | 44.43% | 2/1/2025 |
 Amazon (AMZN) | 1.29% | 0% | 39.78% | 9/6/2023 |
 Alphabet (GOOG) | 1.07% | 0% | 48.91% | 7/3/2024 |
 Carvana (CVNA) | 1.01% | 0% | 39.14% | 7/3/2024 |
 Palantir (PLTR) | 0.95% | 0% | 53.83% | 7/3/2024 |
 Verizon (VZ) | 0.83% | 0% | 59.4% | 7/3/2024 |
 Akamai (AKAM) | 0.79% | 0% | 41.15% | 2/1/2025 |
 Energy Transfer (ET) | 0.75% | 0% | 40.51% | 6/6/2024 |
 Skyworks (SWKS) | 0.73% | 0% | 54.93% | 2/1/2025 |
| Xiaomi (1810.HK) | 0.69% | 0% | 78.19% | 6/7/2024 |
 Apple (AAPL) | 0.69% | 0% | 46.62% | 2/1/2025 |
 Boeing (BA) | 0.68% | 0% | 34.76% | 2/1/2025 |
 Nio (NIO) | 0.67% | 0% | 72.99% | 5/17/2024 |
 Home Depot (HD) | 0.6% | 0% | 43.89% | 7/23/2024 |
 Atlassian (TEAM) | 0.57% | 0% | 60.22% | 2/1/2025 |
 Broadcom (AVGO) | 0.56% | 0% | 43.7% | 2/1/2025 |
 Visa (V) | 0.55% | 0% | 25.27% | 12/30/2022 |
 Upwork (UPWK) | 0.54% | 0% | 76.37% | 5/17/2024 |
 Qualcomm (QCOM) | 0.53% | 0% | 28.19% | 2/1/2025 |
 Tesla (TSLA) | 0.5% | 0% | 48.08% | 2/1/2025 |
 Wynn Resorts (WYNN) | 0.47% | 0% | 33.58% | 1/26/2023 |
 Beyond Meat (BYND) | 0.46% | 0% | 33.58% | 1/26/2023 |
 Chevron (CVX) | 0.43% | 0% | 24.64% | 7/23/2024 |
 Douyu (DOYU) | 0.42% | 0% | 28.65% | 11/28/2022 |
 Disney (DIS) | 0.4% | 0% | 22.63% | 11/28/2022 |
 Sea (SE) | 0.38% | 0% | 27.65% | 7/3/2024 |
 IIPR (IIPR) | 0.37% | 0% | 38.41% | 2/1/2025 |
 Peloton (PTON) | 0.37% | 0% | 38.23% | 2/1/2025 |
 Vonovia (VNA.DE) | 0.34% | 0% | 28.47% | 7/3/2024 |
 Adobe (ADBE) | 0.33% | 0% | 12.5% | 2/1/2025 |
 Seanergy (SHIP) | 0.31% | 0% | 46.53% | 7/3/2024 |
 Accenture (ACN) | 0.31% | 0% | 25.36% | 7/3/2024 |
 American Eagle (AEO) | 0.31% | 0% | 45.8% | 7/23/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.29% | 0% | 13.69% | 2/1/2025 |
 Uber (UBER) | 0.27% | 0% | 19.98% | 11/15/2023 |
 iShares Silver Trust (SLV) | 0.25% | 0% | 31.11% | 12/29/2022 |
 Advance Auto Parts (AAP) | 0.25% | 0% | 27.19% | 7/23/2024 |
 Enbridge (ENB) | 0.22% | 0% | 30.11% | 7/3/2024 |
 ASML (ASML) | 0.22% | 0% | 15.42% | 2/1/2025 |
 Fastly (FSLY) | 0.22% | 0% | 31.11% | 12/29/2022 |
 Micron (MU) | 0.22% | 0% | 11.59% | 2/1/2025 |
 Salesforce (CRM) | 0.21% | 0% | 15.69% | 2/1/2025 |
 Corsair (CRSR) | 0.21% | 0% | 38.23% | 2/1/2025 |
 Dollar General (DG.US) | 0.2% | 0% | 33.49% | 11/8/2024 |
 Tempus AI Inc (TEM.US) | 0.19% | 0% | 10.4% | 2/1/2025 |
 Silicon Labs (SLAB) | 0.19% | 0% | 15.42% | 2/1/2025 |
 Marvell (MRVL) | 0.19% | 0% | 13.41% | 2/1/2025 |
 Crowdstrike (CRWD) | 0.17% | 0% | 16.97% | 1/28/2025 |
 Supermicro (SMCI) | 0.16% | 0% | 19.62% | 2/1/2025 |
 Plug Power (PLUG) | 0.15% | 0% | 19.07% | 10/11/2023 |
 Omnicom (OMC) | 0.13% | 0% | 23.45% | 7/3/2024 |
 AbbVie (ABBV) | 0.13% | 0% | 22.63% | 7/3/2024 |
 Palo Alto Networks (PANW) | 0.13% | 0% | 11.59% | 2/1/2025 |
 Hermes (RMS.PA) | 0.12% | 0% | 13.5% | 2/1/2025 |
 Lithium Americas (LAC) | 0.12% | 0% | 18.98% | 10/9/2023 |
 Volkswagen (VOW3.DE) | 0.11% | 0% | 10.95% | 7/3/2024 |
 ExxonMobil (XOM) | 0.11% | 0% | 23.18% | 2/1/2025 |
 Schlumberger (SLB) | 0.11% | 0% | 12.23% | 2/1/2025 |
 Lovesac (LOVE) | 0.11% | 0% | 12.77% | 2/1/2025 |
 Klepierre (LI.PA) | 0.1% | 0% | 20.44% | 7/3/2024 |
 GameStop (GME) | 0.1% | 0% | 19.53% | 7/3/2024 |
 Mondelez (MDLZ) | 0.1% | 0% | 8.58% | 2/1/2025 |
 Reddit Inc (RDDT) | 0.1% | 0% | 8.03% | 7/3/2024 |
 Starbucks (SBUX) | 0.1% | 0% | 8.39% | 11/6/2023 |
 Rio Tinto (RIO) | 0.1% | 0% | 26.92% | 6/6/2024 |
 Procter & Gamble (PG) | 0.1% | 0% | 10.04% | 7/23/2024 |
 Nexity (NXI.PA) | 0.09% | 0% | 28.83% | 7/3/2024 |
 MaxLinear (MXL) | 0.08% | 0% | 11.13% | 2/1/2025 |
 Bentley Systems (BSY) | 0.08% | 0% | 15.42% | 2/1/2025 |
 STMicroelectronics (STMMI.MI) | 0.07% | 0% | 13.69% | 2/1/2025 |
 Lemonade (LMND) | 0.07% | 0% | 15.69% | 6/6/2024 |
 Alpha Metallurgical (AMR) | 0.07% | 0% | 7.94% | 11/8/2024 |
 Stellantis (STLAM.MI) | 0.07% | 0% | 14.6% | 7/3/2024 |
 Ardmore Shipping (ASC) | 0.07% | 0% | 17.52% | 7/23/2024 |
 UPS (UPS) | 0.06% | 0% | 16.51% | 11/13/2024 |
 Johnson & Johnson (JNJ) | 0.06% | 0% | 13.23% | 2/1/2025 |
 ProShares UltraPro S&P 500 (UPRO) | 0.06% | 0% | 5.11% | 11/15/2023 |
 Coca-Cola (KO) | 0.06% | 0% | 8.67% | 5/17/2024 |
 Geely (00175.HK) | 0.05% | 0% | 17.79% | 6/11/2024 |
 Eli Lilly (LLY) | 0.05% | 0% | 8.03% | 2/1/2025 |
 ZIM (ZIM) | 0.05% | 0% | 7.21% | 11/6/2023 |
 HP (HPQ) | 0.05% | 0% | 16.42% | 7/3/2024 |
 ADP (ADP) | 0.05% | 0% | 8.3% | 7/3/2024 |
 Evergy (EVRG) | 0.05% | 0% | 10.58% | 7/3/2024 |
 Mercedes-Benz (MBG.DE) | 0.05% | 0% | 13.23% | 6/10/2024 |
 Noble (NE) | 0.05% | 0% | 12.23% | 2/1/2025 |
 TuSimple (TSPH) | 0.04% | 0% | 10.22% | 6/6/2024 |
 ANGI Homeservices (ANGI) | 0.04% | 0% | 9.12% | 4/11/2022 |
 Avantor (AVTR) | 0.04% | 0% | 7.66% | 11/8/2024 |
 Nike (NKE) | 0.04% | 0% | 6.84% | 2/1/2025 |
 Air Products (APD) | 0.04% | 0% | 5.66% | 6/14/2024 |
 Warner Bros Discovery (WBD) | 0.04% | 0% | 1.55% | 4/29/2022 |
 Halliburton (HAL) | 0.03% | 0% | 4.47% | 11/8/2024 |
 Petrobras (PBR) | 0.03% | 0% | 19.8% | 6/14/2024 |
 Bio-key (BKYI) | 0.03% | 0% | 14.32% | 5/17/2024 |
 Boxlight (BOXL) | 0.03% | 0% | 9.12% | 4/11/2022 |
 Phunware (PHUN) | 0.03% | 0% | 7.85% | 5/17/2024 |
 Novavax (NVAX) | 0.03% | 0% | 1.73% | 2/1/2025 |
 Pfizer (PFE) | 0.03% | 0% | 6.84% | 2/1/2025 |
 Sanofi (SNY) | 0.03% | 0% | 6.39% | 5/17/2024 |
 Unity (U) | 0.03% | 0% | 7.21% | 5/17/2024 |
 Globalstar (GSAT) | 0.03% | 0% | 8.49% | 4/4/2022 |
 PepsiCo (PEP) | 0.03% | 0% | 4.01% | 5/17/2024 |
 Microsoft (MSFT) | 0.02% | 0% | 2.74% | 10/24/2022 |
 U.S. Steel (X) | 0.02% | 0% | 7.66% | 6/6/2024 |
 Paycom (PAYC) | 0.02% | 0% | 3.65% | 2/1/2025 |
 Aemetis (AMTX) | 0.02% | 0% | 5.11% | 5/17/2024 |
 Kingsoft Cloud (KC) | 0.02% | 0% | 5.29% | 6/10/2024 |
 QuantumScape (QS) | 0.02% | 0% | 5.02% | 6/10/2024 |
 Asensus (ASXC) | 0.02% | 0% | 1.82% | 1/20/2022 |
 XPeng (XPEV) | 0.02% | 0% | 2.01% | 7/3/2024 |
 Virgin Galactic (SPCE) | 0.01% | 0% | 9.12% | 4/11/2022 |
 Audinate Group Ltd (AD8.ASX) | 0.01% | 0% | 4.74% | 2/1/2025 |
 ON Semiconductor (ON) | 0.01% | 0% | 1.28% | 7/23/2024 |
 RLX (RLX) | 0.01% | 0% | 7.76% | 7/3/2024 |
 Albemarle (ALB) | 0.01% | 0% | 4.11% | 2/1/2025 |
 Aeries (AERT) | 0.01% | 0% | 3.83% | 11/1/2024 |
 Intuitive Machines (LUNR) | 0.01% | 0% | 1.73% | 2/1/2025 |
 Netflix (NFLX) | 0.01% | 0% | 1% | 2/1/2022 |
 Athersys (ATHXQ) | 0% | 0% | 1.09% | 9/22/2023 |
 Crowdstrike Holdings (CRWD.EXT) | 0% | 0% | 1% | 7/30/2024 |
 Lithium Americas Argentina C (LAR) | 0% | 0% | 0.64% | 10/11/2023 |
 9F (JFU) | 0% | 0% | 1.19% | 2/6/2024 |
 Solana (SOL) | 0% | 0% | 0.09% | 4/8/2022 |
 Apple (AAPL.EXT) | 0% | 0% | 0.09% | 1/22/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 7.84% | 9.02% |
| AMD (AMD) | 5.18% | 4.61% |
| ARM (ARM) | 3.7% | 3.78% |
| Qualcomm (QCOM) | 3.85% | 3.68% |
| Akamai (AKAM) | 3.11% | 2.95% |
| Adobe (ADBE) | 3.11% | 2.75% |
| TSMC (TSM) | 2.12% | 2.63% |
| Micron (MU) | 3.11% | 2.63% |
| Broadcom (AVGO) | 1.63% | 2.41% |
| VanEck Vectors Semiconductor ETF (SMH) | 2.37% | 2.35% |
| Atlassian (TEAM) | 1.48% | 2.16% |
| Skyworks (SWKS) | 2.22% | 2.04% |
| Tempus AI Inc (TEM.US) | 2.22% | 1.56% |
| Marvell (MRVL) | 0.89% | 1.37% |
| Palo Alto Networks (PANW) | 1.33% | 1.33% |
| Salesforce (CRM) | 1.04% | 1.32% |
| Peloton (PTON) | 0.59% | 1.26% |
| Silicon Labs (SLAB) | 1.04% | 1.2% |
| Schlumberger (SLB) | 1.33% | 1.19% |
| ASML (ASML) | 1.18% | 1.13% |
| Lovesac (LOVE) | 1.33% | 1.12% |
| Tesla (TSLA) | 0.59% | 1.05% |
| MaxLinear (MXL) | 0.74% | 0.98% |
| Hermes (RMS.PA) | 0.89% | 0.96% |
| Corsair (CRSR) | 0.89% | 0.85% |
| STMicroelectronics (STMMI.MI) | 0.89% | 0.83% |
| Mondelez (MDLZ) | 0.89% | 0.77% |
| Eli Lilly (LLY) | 0.74% | 0.69% |
| IIPR (IIPR) | 1.18% | 0.64% |
| Paycom (PAYC) | 0.59% | 0.57% |
| Nike (NKE) | 0.59% | 0.57% |
| Boeing (BA) | 0.59% | 0.57% |
| Bentley Systems (BSY) | 0.59% | 0.55% |
| Pfizer (PFE) | 0.44% | 0.45% |
| Crowdstrike (CRWD) | 0.28% | 0.44% |
| ExxonMobil (XOM) | 0.44% | 0.4% |
| Johnson & Johnson (JNJ) | 0.44% | 0.4% |
| Noble (NE) | 0.44% | 0.37% |
| Audinate Group Ltd (AD8.ASX) | 0.3% | 0.28% |
| Albemarle (ALB) | 0.3% | 0.27% |