Portfolio Diversification
Range
Most Diversified
27 instruments
January 1, 2022
Least Diversified
7 instruments
February 19, 2025
Average
14.8 instruments
Most Consistent Holdings
Top 5
SBUX100%
SHOP100%
META87.15%
DIS87.15%
ADBE87.15%
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 |
|---|---|---|---|---|
| Starbucks (SBUX) | 12.14% | 4.81% | 100% | - |
| Adobe (ADBE) | 8.93% | 0% | 87.15% | 2/18/2025 |
| Disney (DIS) | 8.39% | 0% | 87.15% | 2/18/2025 |
| Meta (META) | 8.33% | 0% | 87.15% | 2/18/2025 |
| Shopify (SHOP) | 7.38% | 5.97% | 100% | - |
 Zebra (ZBRA) | 6.34% | 0% | 87.15% | 2/18/2025 |
 AMD (AMD) | 6.06% | 60.54% | 17.55% | - |
 Block Inc. (XYZ) | 4.36% | 0% | 87.15% | 2/18/2025 |
 Apple (AAPL) | 4.08% | 3.51% | 57.29% | - |
 Alibaba (BABA) | 4.06% | 0% | 87.15% | 2/18/2025 |
 PayPal (PYPL) | 3.4% | 0% | 87.15% | 2/18/2025 |
 Alphabet (GOOG) | 3.33% | 4.41% | 44.75% | - |
 Lemonade (LMND) | 3.25% | 0% | 87.15% | 2/18/2025 |
 DocuSign (DOCU) | 2.71% | 0% | 87.15% | 2/18/2025 |
 Tesla (TSLA) | 2.52% | 2.12% | 48.04% | - |
 Zoom (ZM) | 2.46% | 0% | 87.15% | 2/18/2025 |
 Fiverr (FVRR) | 1.76% | 0% | 87.15% | 2/18/2025 |
 NVIDIA (NVDA) | 1.69% | 2.91% | 41.85% | - |
 SPDR S&P 500 ETF (SPY) | 1.32% | 15.71% | 11.29% | - |
 Lam Research (LRCX) | 1.01% | 0% | 13.87% | 6/27/2022 |
 Booking (BKNG) | 0.95% | 0% | 13.87% | 6/27/2022 |
 Amazon (AMZN) | 0.89% | 0% | 13.87% | 6/27/2022 |
 Williams-Sonoma (WSM) | 0.82% | 0% | 13.87% | 6/27/2022 |
 JD.com (JD.US) | 0.67% | 0% | 13.87% | 6/27/2022 |
 Airbnb (ABNB) | 0.35% | 0% | 6.19% | 3/21/2022 |
 Lowe's (LOW) | 0.32% | 0% | 6.19% | 3/21/2022 |
 IDEXX (IDXX) | 0.3% | 0% | 6.19% | 3/21/2022 |
 ASML (ASML) | 0.2% | 0% | 4.62% | 2/28/2022 |
 Trade Desk (TTD) | 0.2% | 0% | 4.62% | 2/28/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Shopify (SHOP) | 6.71% | 9.47% |
| Starbucks (SBUX) | 6.73% | 8.97% |
| Alphabet (GOOG) | 3.56% | 7.99% |
| Disney (DIS) | 6.71% | 7.73% |
| Apple (AAPL) | 3.53% | 7.56% |
| Adobe (ADBE) | 6.73% | 7.2% |
| Zebra (ZBRA) | 6.79% | 6.74% |
| AMD (AMD) | 3.99% | 6.29% |
| Meta (META) | 3.23% | 5.97% |
| Lemonade (LMND) | 7.94% | 5.13% |
| Tesla (TSLA) | 1.71% | 5.08% |
| Block Inc. (XYZ) | 7.02% | 4.35% |
| NVIDIA (NVDA) | 1.69% | 4.05% |
| DocuSign (DOCU) | 6.74% | 3.36% |
| PayPal (PYPL) | 6.73% | 3.24% |
| Alibaba (BABA) | 6.73% | 3.23% |
| Zoom (ZM) | 6.73% | 2.19% |
| Fiverr (FVRR) | 6.73% | 1.47% |