Portfolio Diversification
Range
Most Diversified
37 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
24 instruments
Most Consistent Holdings
Top 5
NVDA99.91%
MSFT90.78%
QQQ90.33%
GOOG88.96%
META79.93%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 23.91% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 7.18% | 0% | 90.78% | 2/1/2025 |
| Invesco QQQ (QQQ) | 6.89% | 0% | 90.33% | 2/1/2025 |
| Meta (META) | 6.33% | 0% | 79.93% | 6/26/2024 |
| Alphabet (GOOG) | 5.61% | 0% | 88.96% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 3.83% | 0% | 72.9% | 4/9/2024 |
 ExxonMobil (XOM) | 3.8% | 0% | 72.9% | 4/9/2024 |
 Apple (AAPL) | 3.28% | 0% | 72.9% | 4/9/2024 |
 Intuit (INTU) | 2.88% | 0% | 72.9% | 4/9/2024 |
 Bank of America (BAC) | 2.86% | 0% | 72.9% | 4/9/2024 |
 Regeneron (REGN) | 2.42% | 0% | 72.9% | 4/9/2024 |
 Disney (DIS) | 2.36% | 0% | 72.9% | 4/9/2024 |
 Rolls-Royce (RR.L) | 2.04% | 0% | 71.53% | 3/25/2024 |
 JPMorgan (JPM) | 1.77% | 0% | 72.9% | 4/9/2024 |
 Amazon (AMZN) | 1.72% | 0% | 17.88% | 2/1/2025 |
 SolarEdge (SEDG) | 1.61% | 0% | 71.53% | 3/25/2024 |
 Alibaba (BABA) | 1.48% | 0% | 72.9% | 4/9/2024 |
 Boeing (BA) | 1.46% | 0% | 72.9% | 4/9/2024 |
 Crowdstrike (CRWD) | 1.35% | 0% | 72.9% | 4/9/2024 |
 Baidu (BIDU) | 1.34% | 0% | 72.9% | 4/9/2024 |
 Block Inc. (XYZ) | 1.23% | 0% | 72.9% | 4/9/2024 |
 Lloyd's (LLOY.L) | 1.11% | 0% | 72.99% | 4/10/2024 |
 Airbnb (ABNB) | 1.11% | 0% | 72.9% | 4/9/2024 |
 Trade Desk (TTD) | 1.03% | 0% | 72.9% | 4/9/2024 |
 JD.com (JD.US) | 1.01% | 0% | 71.53% | 3/25/2024 |
 PayPal (PYPL) | 0.96% | 0% | 72.9% | 4/9/2024 |
 Energy Transfer (ET) | 0.81% | 0% | 31.02% | 12/28/2022 |
 ARK Innovation ETF (ARKK) | 0.74% | 0% | 71.53% | 3/25/2024 |
 IAG (IAG.L) | 0.72% | 0% | 72.99% | 4/10/2024 |
 ASML (ASML) | 0.45% | 0% | 72.9% | 4/9/2024 |
 IDEXX (IDXX) | 0.32% | 0% | 71.53% | 3/25/2024 |
 Unity (U) | 0.26% | 0% | 71.53% | 3/25/2024 |
 Canadian Solar (CSIQ) | 0.2% | 0% | 71.53% | 3/25/2024 |
 Autodesk (ADSK) | 0.09% | 0% | 5.38% | 2/28/2022 |
 ARK Next Generation Internet ETF (ARKW) | 0.06% | 0% | 2.37% | 1/26/2022 |
 ARK Fintech Innovation ETF (ARKF) | 0.05% | 0% | 2.37% | 1/26/2022 |
 ARK Genomic Revolution ETF (ARKG) | 0.03% | 0% | 2.37% | 1/26/2022 |
 Palantir (PLTR) | 0.03% | 0% | 2.37% | 1/26/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 36.99% | 39.88% |
| Invesco QQQ (QQQ) | 24% | 23.56% |
| Amazon (AMZN) | 9.6% | 10.24% |
| Microsoft (MSFT) | 9.6% | 8.27% |
| Alphabet (GOOG) | 4.8% | 4.63% |