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Portfolio Diversification
Range
Most Diversified
20 instruments
April 23, 2026
Least Diversified
0 instruments
March 29, 2026
Average
9.5 instruments
Most Consistent Holdings
Top 5
ORGN86.87%
CB82.82%
INTC70.25%
NVO56.01%
TSLA46.23%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 16, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Intel (INTC) | 19.46% | 0% | 70.25% | 10/20/2025 |
| Origin Materials (ORGN) | 16.13% | 0.65% | 86.87% | - |
| Novo-Nordisk (NVO) | 6.97% | 9.25% | 56.01% | - |
| Tesla (TSLA) | 5.76% | 0% | 46.23% | 8/7/2025 |
| Chubb (CB) | 5.54% | 0% | 82.82% | 2/26/2026 |
 Vanguard S&P 500 ETF (VOO) | 5.04% | 0% | 42.46% | 10/17/2025 |
 Coca-Cola (KO) | 4.89% | 13.45% | 31.7% | - |
 Lululemon (LULU) | 4.29% | 9.57% | 35.34% | - |
 Arch Capital (ACGL) | 4.16% | 10.05% | 38.41% | - |
 Vanguard Information Technology (VGT) | 3.48% | 0% | 34.78% | 9/8/2025 |
 Meta (META) | 1.75% | 5% | 35.2% | - |
 iShares Bitcoin Trust (IBIT) | 1.72% | 2.13% | 43.44% | - |
 Intuit (INTU) | 1.46% | 3.74% | 33.24% | - |
 Visa (V) | 1.33% | 5.63% | 30.31% | - |
 Merck (MRK) | 1.28% | 0% | 26.26% | 2/24/2026 |
 Bitcoin (BTC) | 1.26% | 6.96% | 27.51% | - |
 Adidas (ADS.DE) | 1.19% | 3.2% | 35.47% | - |
 Mastercard (MA) | 1.14% | 4.39% | 27.37% | - |
 Grab (GRAB) | 0.78% | 4.12% | 27.23% | - |
 iShares MSCI China ETF (MCHI) | 0.74% | 0% | 9.92% | 9/11/2025 |
 Adobe (ADBE) | 0.73% | 3.52% | 27.51% | - |
 UiPath (PATH) | 0.68% | 3.33% | 22.77% | - |
 NVIDIA (NVDA) | 0.58% | 0% | 2.23% | 6/3/2024 |
 DraftKings (DKNG) | 0.55% | 2.29% | 25.7% | - |
 Ishares MSCI JAPAN ETF (EWJ) | 0.52% | 0% | 12.99% | 10/3/2025 |
 Hims & Hers (HIMS) | 0.28% | 4.25% | 8.66% | - |
 Microsoft (MSFT) | 0.16% | 2.88% | 7.26% | - |
 Bancorp (TBBK) | 0.15% | 2.1% | 7.68% | - |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 0.15% | 0% | 4.89% | 8/7/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.14% | 0% | 6.15% | 11/19/2025 |
 Jack Henry (JKHY) | 0.01% | 0.94% | 1.54% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Coca-Cola (KO) | 16.07% | 17.4% |
| Lululemon (LULU) | 12.05% | 14.73% |
| Novo-Nordisk (NVO) | 11.13% | 10.32% |
| Arch Capital (ACGL) | 9.09% | 10.18% |
| Meta (META) | 6.03% | 5.91% |
| Merck (MRK) | 4.02% | 5.14% |
| Mastercard (MA) | 4.02% | 4.39% |
| Visa (V) | 4.02% | 4.26% |
| Intuit (INTU) | 4.1% | 4.21% |
| Adidas (ADS.DE) | 4.02% | 3.98% |
| Bitcoin (BTC) | 4.01% | 3.57% |
| iShares Bitcoin Trust (IBIT) | 3.01% | 2.59% |
| UiPath (PATH) | 2.01% | 2.54% |
| DraftKings (DKNG) | 2.01% | 2.31% |
| Adobe (ADBE) | 2.01% | 2.18% |
| Grab (GRAB) | 2.01% | 1.84% |
| Origin Materials (ORGN) | 7.97% | 1.69% |
| Chubb (CB) | 1% | 1.25% |
Cash & Instruments Over Time
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