Portfolio Diversification
Range
Most Diversified
48 instruments
March 30, 2023
Least Diversified
13 instruments
May 28, 2025
Average
28.7 instruments
Most Consistent Holdings
Top 5
DIS100%
INTC100%
TSLA100%
ADBE100%
PYPL100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Tesla (TSLA) | 18.75% | 26.71% | 100% | - |
 Palantir (PLTR) | 18.23% | 39.16% | 100% | - |
 AMD (AMD) | 15.2% | 12.74% | 100% | - |
| PayPal (PYPL) | 2.95% | 2.46% | 100% | - |
 ASML (ASML) | 2.53% | 1.27% | 77.71% | - |
| Adobe (ADBE) | 2.05% | 1.12% | 100% | - |
 Crowdstrike (CRWD) | 1.76% | 0% | 77.94% | 5/27/2025 |
 Intuitive Surgical (ISRG) | 1.61% | 0% | 67.54% | 8/23/2024 |
 Tencent (0700.HK) | 1.44% | 0% | 42.97% | 1/19/2024 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 1.2% | 0% | 77.26% | 2/4/2025 |
 TSMC (TSM) | 1.16% | 0% | 51.31% | 4/2/2024 |
 Bitcoin (BTC) | 1.1% | 0% | 61.83% | 7/4/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.09% | 0% | 77.26% | 2/4/2025 |
 Delta (DAL) | 1.06% | 0% | 73.6% | 10/16/2024 |
 Meta (META) | 1.03% | 0% | 48.23% | 3/6/2024 |
 Xiaomi (1810.HK) | 0.92% | 0% | 42.97% | 1/19/2024 |
| Disney (DIS) | 0.88% | 0.5% | 100% | - |
 Boeing (BA) | 0.68% | 0% | 12.8% | 4/26/2023 |
 Uber (UBER) | 0.67% | 0% | 48.11% | 3/4/2024 |
 Nio (NIO) | 0.61% | 0% | 48.11% | 3/4/2024 |
 Visa (V) | 0.6% | 0% | 42.86% | 1/18/2024 |
 United Airlines (UAL) | 0.56% | 0% | 73.6% | 10/16/2024 |
 Alibaba (BABA) | 0.55% | 0% | 42.86% | 1/18/2024 |
 Citi (C) | 0.49% | 0% | 86.29% | 2/4/2025 |
| Intel (INTC) | 0.48% | 0.15% | 100% | - |
 UiPath (PATH) | 0.44% | 0.17% | 100% | - |
 Baidu (BIDU) | 0.4% | 0% | 42.86% | 1/18/2024 |
 JPMorgan (JPM) | 0.39% | 0% | 23.09% | 7/25/2023 |
 PDD Holdings (PDD) | 0.38% | 0% | 16.91% | 6/1/2023 |
 Unity (U) | 0.37% | 0.2% | 100% | - |
 Ishares MSCI JAPAN ETF (EWJ) | 0.37% | 0% | 20.69% | 1/18/2024 |
 Berkshire Hathaway (BRK.B) | 0.36% | 0.39% | 94.86% | - |
 Corsair (CRSR) | 0.34% | 0.12% | 100% | - |
 Airbnb (ABNB) | 0.32% | 0.16% | 100% | - |
 Pacific Biosciences (PACB) | 0.28% | 0% | 48.11% | 3/4/2024 |
 BYD (01211.HK) | 0.27% | 0% | 17.6% | 6/7/2023 |
 Microsoft (MSFT) | 0.23% | 0% | 48.11% | 3/4/2024 |
 JD (9618.HK) | 0.22% | 0% | 42.97% | 1/19/2024 |
 NVIDIA (NVDA) | 0.21% | 0% | 12.8% | 4/26/2023 |
 Block Inc. (XYZ) | 0.18% | 0% | 48.23% | 3/6/2024 |
 Ethereum (ETH) | 0.18% | 0% | 61.83% | 7/4/2024 |
 Qualcomm (QCOM) | 0.18% | 0% | 48.11% | 3/4/2024 |
 JD.com (JD.US) | 0.12% | 0% | 16.91% | 6/1/2023 |
 Great Wall Motor (2333.HK) | 0.1% | 0% | 17.6% | 6/7/2023 |
 Alibaba (9988.HK) | 0.08% | 0% | 17.6% | 6/7/2023 |
 BlackRock (BLK) | 0.07% | 0% | 86.29% | 2/4/2025 |
 Invesco DB Agriculture Fund (DBA) | 0.04% | 0% | 23.09% | 7/25/2023 |
 Bilibili (BILI) | 0.04% | 0% | 16.91% | 6/1/2023 |
 Meituan (03690.HK) | 0.01% | 0% | 7.89% | 6/7/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 26.5% | 34.37% |
| Palantir (PLTR) | 12.33% | 31.07% |
| AMD (AMD) | 21.84% | 12.58% |
| PayPal (PYPL) | 7.48% | 3.52% |
| Crowdstrike (CRWD) | 2.86% | 2.49% |
| Adobe (ADBE) | 2.44% | 1.45% |
| ASML (ASML) | 2.15% | 1.4% |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 1.43% | 0.9% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.43% | 0.75% |
| Disney (DIS) | 1.38% | 0.58% |
| Citi (C) | 0.64% | 0.42% |
| Berkshire Hathaway (BRK.B) | 0.29% | 0.27% |
| Unity (U) | 1.45% | 0.2% |
| UiPath (PATH) | 1.29% | 0.2% |
| Airbnb (ABNB) | 0.36% | 0.19% |
| Intel (INTC) | 0.79% | 0.18% |
| Corsair (CRSR) | 0.66% | 0.1% |
| BlackRock (BLK) | 0.07% | 0.06% |