Portfolio Diversification
Range
Most Diversified
18 instruments
August 6, 2024
Least Diversified
0 instruments
January 1, 2022
Average
11.4 instruments
Most Consistent Holdings
Top 5
NVDA77.43%
SHOP77.28%
META76.44%
AMD76.37%
TSLA73.1%
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 |
|---|---|---|---|---|
| Meta (META) | 16.43% | 21.73% | 76.44% | - |
| NVIDIA (NVDA) | 15.16% | 16.86% | 77.43% | - |
 Bitcoin (BTC) | 7.43% | 0% | 8.66% | 6/19/2022 |
| Shopify (SHOP) | 6.43% | 8.14% | 77.28% | - |
 Comcast (CMCSA) | 6.41% | 0% | 60.94% | 2/4/2025 |
 Netflix (NFLX) | 4.34% | 8.3% | 72.49% | - |
 Bitcoin Cash (BCH) | 4.28% | 9.97% | 72.8% | - |
| AMD (AMD) | 4.04% | 3.59% | 76.37% | - |
| Tesla (TSLA) | 3.01% | 3.67% | 73.1% | - |
 Apple (AAPL) | 2.89% | 3.21% | 62.23% | - |
 Microsoft (MSFT) | 2.68% | 4.2% | 62.69% | - |
 Invesco QQQ (QQQ) | 2.4% | 4.74% | 58.13% | - |
 Vanguard Information Technology (VGT) | 1.64% | 2.82% | 45.44% | - |
 Whitehaven Coal (WHC.ASX) | 1.51% | 0% | 49.32% | 2/3/2025 |
 T-Mobile (TMUS) | 1.43% | 2.17% | 51.37% | - |
 Alphabet (GOOG) | 1.04% | 2.73% | 48.86% | - |
 Joby Aviation (JOBY) | 0.72% | 4.91% | 30.4% | - |
 Flare (FLR) | 0.57% | 0% | 50% | 12/1/2024 |
 NeueHealth (NEUE) | 0.3% | 0% | 60.26% | 3/24/2025 |
 SolarEdge (SEDG) | 0.27% | 0% | 10.26% | 6/23/2023 |
 SoundHound (SOUN) | 0.08% | 1.05% | 10.03% | - |
 XRP (XRP) | 0.05% | 1.88% | 2.81% | - |
 Songbird (SGB) | 0% | 0% | 0.08% | 11/17/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 15.56% | 24.57% |
| Meta (META) | 10.24% | 17.41% |
| Netflix (NFLX) | 6.78% | 7.23% |
| Bitcoin Cash (BCH) | 7.8% | 7.08% |
| Shopify (SHOP) | 4.88% | 6.19% |
| Microsoft (MSFT) | 7.8% | 4.99% |
| Apple (AAPL) | 6.37% | 4.84% |
| Invesco QQQ (QQQ) | 7.31% | 4.83% |
| Tesla (TSLA) | 3.04% | 3.87% |
| Vanguard Information Technology (VGT) | 4.88% | 3.49% |
| AMD (AMD) | 4.88% | 3.09% |
| Comcast (CMCSA) | 4.88% | 3.07% |
| T-Mobile (TMUS) | 3.44% | 2.77% |
| Joby Aviation (JOBY) | 3.3% | 2.34% |
| Alphabet (GOOG) | 2.93% | 2.12% |
| Whitehaven Coal (WHC.ASX) | 4.39% | 2% |
| NeueHealth (NEUE) | 1.46% | 0.09% |