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Portfolio Diversification
Range
Most Diversified
44 instruments
October 10, 2026
Least Diversified
0 instruments
April 4, 2026
Average
15.6 instruments
Most Consistent Holdings
Top 5
NU99.02%
MSFT93.35%
NVDA77.59%
IVV60.76%
TSLA60.67%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares Core S&P 500 ETF (IVV) | 23.2% | 23.57% | 60.76% | - |
| Nu (NU) | 21.77% | 1.27% | 99.02% | - |
| Microsoft (MSFT) | 18.15% | 8.64% | 93.35% | - |
| NVIDIA (NVDA) | 4.38% | 4.25% | 77.59% | - |
| 3.54% | 0% | 19.28% | 10/24/2025 | |
 Bitcoin (BTC) | 3.48% | 9.52% | 47.95% | - |
 AI-Revolution | 3.48% | 0% | 27.59% | 11/6/2025 |
 Alphabet (GOOG) | 1.78% | 7.02% | 34.34% | - |
| Tesla (TSLA) | 1.61% | 0.45% | 60.67% | - |
 ServiceNow (NOW) | 1.58% | 1.01% | 60.67% | - |
 Apple (AAPL) | 1.45% | 7.55% | 34.34% | - |
 Meta (META) | 1.28% | 8% | 34.34% | - |
 Amazon (AMZN) | 0.97% | 4.19% | 27.5% | - |
 Visa (V) | 0.48% | 2.83% | 34.34% | - |
 Snowflake (SNOW) | 0.38% | 0.96% | 27.01% | - |
 Anterix (ATEX) | 0.34% | 0.43% | 10.57% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.34% | 0.6% | 27.1% | - |
 Blackstone Digital Infrastructure Trust Inc (BXDC) | 0.33% | 1.48% | 14.87% | - |
 Bank of America (BAC) | 0.29% | 0.45% | 25.54% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 0.26% | 1% | 17.71% | - |
 Lockheed Martin (LMT) | 0.23% | 0.3% | 27.1% | - |
 MP Materials (MP) | 0.22% | 0% | 11.45% | 5/6/2026 |
 Palantir (PLTR) | 0.22% | 0.88% | 27.4% | - |
 Intel (INTC) | 0.21% | 0% | 2.74% | 9/3/2024 |
 TJX (TJX) | 0.21% | 0.93% | 34.34% | - |
 SPDR Gold (GLD) | 0.17% | 0.21% | 27.1% | - |
 Oklo (OKLO) | 0.15% | 0% | 8.61% | 5/6/2026 |
 Novo-Nordisk (NVO) | 0.15% | 0.09% | 34.34% | - |
 Mastercard (MA) | 0.12% | 0.1% | 34.44% | - |
 PDD Holdings (PDD) | 0.1% | 0.06% | 34.34% | - |
 Ameriprise (AMP.US) | 0.08% | 0.06% | 34.34% | - |
 NerdWallet (NRDS) | 0.07% | 1.04% | 7.34% | - |
 Deckers (DECK) | 0.07% | 0.05% | 34.25% | - |
 Crocs (CROX) | 0.06% | 0.06% | 34.34% | - |
 Grainger (GWW) | 0.05% | 0.05% | 34.34% | - |
 Progressive (PGR) | 0.05% | 0.04% | 34.25% | - |
 NVR (NVR) | 0.05% | 0.03% | 34.34% | - |
 Lululemon (LULU) | 0.04% | 0.02% | 34.34% | - |
 PulteGroup (PHM) | 0.04% | 0.03% | 34.34% | - |
 Paycom (PAYC) | 0.03% | 0.05% | 34.25% | - |
 Eaton (ETN) | 0.03% | 0.4% | 7.34% | - |
 AMSC (AMSC) | 0.03% | 0.35% | 7.34% | - |
 Space Exploration Technologies Corp (SPCX) | 0.03% | 0.54% | 5.77% | - |
 ADP (ADP) | 0.03% | 0.03% | 34.34% | - |
 D.R. Horton (DHI) | 0.03% | 0.02% | 34.34% | - |
 Sandisk Corp/DE (SNDK) | 0.02% | 0% | 3.03% | 6/16/2026 |
 Okta (OKTA) | 0.02% | 0% | 2.45% | 5/21/2026 |
 Micron (MU) | 0.02% | 0% | 3.03% | 5/12/2026 |
 Upstart (UPST) | 0.01% | 0.01% | 34.34% | - |
 Quant (QNT) | 0.01% | 0.4% | 2.15% | - |
 eToro Group LTD (ETOR) | 0.01% | 0% | 27.5% | 8/11/2026 |
 Veradermics, Incorporated (MANE) | 0% | 0.43% | 1.17% | - |
 Unitree Robotics 24/7 (UNITREE.24-7) | 0% | 0% | 0.59% | 8/25/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core S&P 500 ETF (IVV) | 54.36% | 56.2% |
| Bitcoin (BTC) | 6.42% | 4.88% |
| Alphabet (GOOG) | 1.38% | 2.25% |
| Tesla (TSLA) | 1.6% | 1.79% |
| Nu (NU) | 0.97% | 1.58% |
| ServiceNow (NOW) | 1.6% | 1.03% |
| Apple (AAPL) | 0.71% | 0.87% |
| Novo-Nordisk (NVO) | 0.99% | 0.81% |
| Meta (META) | 0.84% | 0.76% |
| Mastercard (MA) | 0.66% | 0.64% |
| Visa (V) | 0.64% | 0.63% |
| PDD Holdings (PDD) | 0.51% | 0.52% |
| Ameriprise (AMP.US) | 0.44% | 0.42% |
| Deckers (DECK) | 0.38% | 0.36% |
| Crocs (CROX) | 0.31% | 0.27% |
| Lululemon (LULU) | 0.3% | 0.26% |
| Grainger (GWW) | 0.26% | 0.25% |
| Progressive (PGR) | 0.3% | 0.25% |
| TJX (TJX) | 0.21% | 0.24% |
| NVR (NVR) | 0.27% | 0.24% |
| PulteGroup (PHM) | 0.2% | 0.2% |
| Paycom (PAYC) | 0.28% | 0.19% |
| ADP (ADP) | 0.19% | 0.16% |
| D.R. Horton (DHI) | 0.14% | 0.14% |
| Upstart (UPST) | 0.11% | 0.08% |
| NVIDIA (NVDA) | 0.06% | 0.06% |
| eToro Group LTD (ETOR) | 0.05% | 0.03% |
Cash & Instruments Over Time
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