Portfolio Diversification
Range
Most Diversified
18 instruments
August 6, 2024
Least Diversified
0 instruments
January 1, 2022
Average
11 instruments
Most Consistent Holdings
Top 5
NVDA75.02%
SHOP74.85%
META73.93%
AMD73.84%
TSLA70.23%
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 |
|---|---|---|---|---|
| Meta (META) | 16.01% | 20.45% | 73.93% | - |
| NVIDIA (NVDA) | 14.42% | 23% | 75.02% | - |
 Bitcoin (BTC) | 8.22% | 0% | 9.59% | 6/19/2022 |
 Comcast (CMCSA) | 7.1% | 0% | 67.45% | 2/4/2025 |
| Shopify (SHOP) | 6.37% | 6.85% | 74.85% | - |
| AMD (AMD) | 4.09% | 3.2% | 73.84% | - |
 Netflix (NFLX) | 3.84% | 10.5% | 69.55% | - |
 Bitcoin Cash (BCH) | 3.8% | 7.55% | 69.89% | - |
| Tesla (TSLA) | 2.96% | 3.51% | 70.23% | - |
 Apple (AAPL) | 2.85% | 3.84% | 58.2% | - |
 Microsoft (MSFT) | 2.47% | 5.15% | 58.7% | - |
 Invesco QQQ (QQQ) | 2.19% | 4.59% | 53.66% | - |
 Whitehaven Coal (WHC.ASX) | 1.67% | 0% | 54.58% | 2/3/2025 |
 Vanguard Information Technology (VGT) | 1.5% | 3.16% | 39.61% | - |
 T-Mobile (TMUS) | 1.32% | 3.12% | 46.17% | - |
 Alphabet (GOOG) | 0.9% | 2.66% | 43.4% | - |
 Flare (FLR) | 0.63% | 0% | 55.34% | 12/1/2024 |
 Joby Aviation (JOBY) | 0.4% | 2.04% | 22.96% | - |
 NeueHealth (NEUE) | 0.34% | 0% | 66.69% | 3/24/2025 |
 SolarEdge (SEDG) | 0.3% | 0% | 11.35% | 6/23/2023 |
 Songbird (SGB) | 0% | 0% | 0.08% | 11/17/2022 |
 SoundHound (SOUN) | 0% | 0.4% | 0.42% | - |
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% |