Portfolio Diversification
Range
Most Diversified
18 instruments
August 6, 2024
Least Diversified
0 instruments
January 1, 2022
Average
11.1 instruments
Most Consistent Holdings
Top 5
NVDA75.99%
SHOP75.83%
META74.94%
AMD74.86%
TSLA71.38%
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) | 16.18% | 20.62% | 74.94% | - |
| NVIDIA (NVDA) | 14.81% | 24.86% | 75.99% | - |
 Bitcoin (BTC) | 7.9% | 0% | 9.22% | 6/19/2022 |
 Comcast (CMCSA) | 6.82% | 0% | 64.83% | 2/4/2025 |
| Shopify (SHOP) | 6.38% | 6.33% | 75.83% | - |
 Netflix (NFLX) | 4.07% | 9.75% | 70.74% | - |
| AMD (AMD) | 4.06% | 3.48% | 74.86% | - |
 Bitcoin Cash (BCH) | 3.96% | 8.32% | 71.06% | - |
| Tesla (TSLA) | 2.98% | 3.44% | 71.38% | - |
 Apple (AAPL) | 2.87% | 3.32% | 59.82% | - |
 Microsoft (MSFT) | 2.57% | 4.82% | 60.31% | - |
 Invesco QQQ (QQQ) | 2.27% | 4.25% | 55.46% | - |
 Whitehaven Coal (WHC.ASX) | 1.6% | 0% | 52.47% | 2/3/2025 |
 Vanguard Information Technology (VGT) | 1.56% | 3.01% | 41.96% | - |
 T-Mobile (TMUS) | 1.38% | 2.38% | 48.26% | - |
 Alphabet (GOOG) | 0.96% | 2.29% | 45.59% | - |
 Flare (FLR) | 0.61% | 0% | 53.19% | 12/1/2024 |
 Joby Aviation (JOBY) | 0.47% | 2.31% | 25.95% | - |
 NeueHealth (NEUE) | 0.32% | 0% | 64.11% | 3/24/2025 |
 SolarEdge (SEDG) | 0.29% | 0% | 10.91% | 6/23/2023 |
 SoundHound (SOUN) | 0.02% | 0.81% | 4.28% | - |
 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% |