Portfolio Diversification
Range
Most Diversified
37 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
19.4 instruments
Most Consistent Holdings
Top 5
NVDA99.65%
QQQ92.22%
GOOG91.15%
MSFT77.21%
META62%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 27.61% | 39.18% | 99.65% | - |
| Invesco QQQ (QQQ) | 11.78% | 25.69% | 92.22% | - |
| Alphabet (GOOG) | 8.1% | 27.77% | 91.15% | - |
| Microsoft (MSFT) | 6.15% | 0% | 77.21% | 5/9/2025 |
| Meta (META) | 4.91% | 0% | 62% | 6/26/2024 |
 SPDR S&P 500 ETF (SPY) | 2.97% | 0% | 56.55% | 4/9/2024 |
 ExxonMobil (XOM) | 2.95% | 0% | 56.55% | 4/9/2024 |
 Apple (AAPL) | 2.54% | 0% | 56.55% | 4/9/2024 |
 Intuit (INTU) | 2.23% | 0% | 56.55% | 4/9/2024 |
 Bank of America (BAC) | 2.22% | 0% | 56.55% | 4/9/2024 |
 Amazon (AMZN) | 2.03% | 0% | 20.67% | 5/9/2025 |
 Regeneron (REGN) | 1.88% | 0% | 56.55% | 4/9/2024 |
 Disney (DIS) | 1.83% | 0% | 56.55% | 4/9/2024 |
 Rolls-Royce (RR.L) | 1.58% | 0% | 55.48% | 3/25/2024 |
 JPMorgan (JPM) | 1.37% | 0% | 56.55% | 4/9/2024 |
 SolarEdge (SEDG) | 1.25% | 0% | 55.48% | 3/25/2024 |
 Alibaba (BABA) | 1.15% | 0% | 56.55% | 4/9/2024 |
 Boeing (BA) | 1.13% | 0% | 56.55% | 4/9/2024 |
 Crowdstrike (CRWD) | 1.05% | 0% | 56.55% | 4/9/2024 |
 Baidu (BIDU) | 1.04% | 0% | 56.55% | 4/9/2024 |
 Block Inc. (XYZ) | 0.96% | 0% | 56.55% | 4/9/2024 |
 Lloyd's (LLOY.L) | 0.86% | 0% | 56.62% | 4/10/2024 |
 Airbnb (ABNB) | 0.86% | 0% | 56.55% | 4/9/2024 |
 Trade Desk (TTD) | 0.8% | 0% | 56.55% | 4/9/2024 |
 JD.com (JD.US) | 0.78% | 0% | 55.48% | 3/25/2024 |
 PayPal (PYPL) | 0.74% | 0% | 56.55% | 4/9/2024 |
 Energy Transfer (ET) | 0.63% | 0% | 24.06% | 12/28/2022 |
 ARK Innovation ETF (ARKK) | 0.57% | 0% | 55.48% | 3/25/2024 |
 IAG (IAG.L) | 0.56% | 0% | 56.62% | 4/10/2024 |
 ASML (ASML) | 0.35% | 0% | 56.55% | 4/9/2024 |
 IDEXX (IDXX) | 0.25% | 0% | 55.48% | 3/25/2024 |
 Unity (U) | 0.2% | 0% | 55.48% | 3/25/2024 |
 Canadian Solar (CSIQ) | 0.16% | 0% | 55.48% | 3/25/2024 |
 Autodesk (ADSK) | 0.07% | 0% | 4.18% | 2/28/2022 |
 ARK Next Generation Internet ETF (ARKW) | 0.04% | 0% | 1.84% | 1/26/2022 |
 ARK Fintech Innovation ETF (ARKF) | 0.04% | 0% | 1.84% | 1/26/2022 |
 ARK Genomic Revolution ETF (ARKG) | 0.03% | 0% | 1.84% | 1/26/2022 |
 Palantir (PLTR) | 0.02% | 0% | 1.84% | 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% |