Portfolio Diversification
Range
Most Diversified
53 instruments
September 5, 2025
Least Diversified
0 instruments
February 2, 2025
Average
43.1 instruments
Most Consistent Holdings
Top 5
GOOG99.79%
META99.79%
MSFT99.79%
AMZN99.79%
INTC99.79%
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 |
|---|---|---|---|---|
| Amazon (AMZN) | 12.01% | 11.35% | 99.79% | - |
 Intuitive Surgical (ISRG) | 11.87% | 11.15% | 99.79% | - |
| Meta (META) | 11.74% | 13.43% | 99.79% | - |
| Alphabet (GOOG) | 10.61% | 14.45% | 99.79% | - |
 Mastercard (MA) | 6.57% | 5.16% | 99.79% | - |
 Adobe (ADBE) | 5.5% | 2.75% | 99.79% | - |
| Microsoft (MSFT) | 4.11% | 3.36% | 99.79% | - |
 Alibaba (9988.HK) | 3% | 2.97% | 99.79% | - |
 Autodesk (ADSK) | 2.89% | 2.42% | 99.79% | - |
 Visa (V) | 2.88% | 2.45% | 99.79% | - |
 PayPal (PYPL) | 2.52% | 2.16% | 99.79% | - |
 NVIDIA (NVDA) | 2.45% | 1.58% | 99.79% | - |
 SPDR S&P 500 ETF (SPY) | 1.83% | 2.59% | 95.16% | - |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 1.75% | 1.7% | 99.79% | - |
 Ethereum (ETH) | 1.43% | 1.23% | 99.79% | - |
 Shopify (SHOP) | 1.4% | 2.33% | 98.29% | - |
 S&P Global (SPGI) | 1.28% | 1.02% | 99.79% | - |
| Intel (INTC) | 1.16% | 1.16% | 99.79% | - |
 Invesco QQQ (QQQ) | 1% | 0.69% | 92.88% | - |
 Upwork (UPWK) | 0.96% | 0.97% | 99.79% | - |
 Teladoc (TDOC) | 0.94% | 0.39% | 99.79% | - |
 Illumina (ILMN) | 0.78% | 0.44% | 99.79% | - |
 Baozun (BZUN) | 0.56% | 0.2% | 99.79% | - |
 Twilio (TWLO) | 0.5% | 0.63% | 94.66% | - |
 DocuSign (DOCU) | 0.49% | 0.34% | 99.79% | - |
 Block Inc. (XYZ) | 0.42% | 0.33% | 90.68% | - |
 Nike (NKE) | 0.29% | 1.14% | 43.42% | - |
 MercadoLibre (MELI) | 0.27% | 0.27% | 88.19% | - |
 Airbnb (ABNB) | 0.27% | 0.21% | 90.6% | - |
 ARK Genomic Revolution ETF (ARKG) | 0.23% | 0.14% | 99.79% | - |
 Porsche (PAH3.DE) | 0.22% | 0.26% | 81.64% | - |
 Booking (BKNG) | 0.21% | 0.25% | 81.64% | - |
 Nestle (NESN.ZU) | 0.18% | 1.11% | 45.69% | - |
 Medical Properties Trust (MPW) | 0.17% | 0.29% | 57.08% | - |
 iShares Semiconductor ETF (SOXX) | 0.17% | 0.23% | 81.64% | - |
 Unilever (ULVR.L) | 0.14% | 0.1% | 92.67% | - |
 Apple (AAPL) | 0.14% | 0.17% | 80.36% | - |
 Charles Schwab (SCHW) | 0.11% | 0.16% | 70.46% | - |
 Brookfield (BN.US) | 0.11% | 0.15% | 80.36% | - |
 Link REIT (823.HK) | 0.11% | 0.17% | 55.09% | - |
 ZIM (ZIM) | 0.11% | 0.2% | 54.88% | - |
 Douyu (DOYU) | 0.11% | 0.04% | 99.79% | - |
 SSR Mining (SSRM) | 0.1% | 0.39% | 46.69% | - |
 UnitedHealth (UNH) | 0.1% | 1.03% | 9.11% | - |
 JD (9618.HK) | 0.09% | 0.05% | 90.6% | - |
 iRobot (IRBT) | 0.08% | 0.05% | 65.77% | - |
 Fiverr (FVRR) | 0.08% | 0.08% | 61.85% | - |
 American Well (AMWL) | 0.07% | 0% | 97.58% | 11/5/2025 |
 MarketAxess (MKTX) | 0.07% | 0.92% | 47.69% | - |
 Crowdstrike (CRWD) | 0.06% | 0.2% | 34.59% | - |
 UPS (UPS) | 0.06% | 0.91% | 6.62% | - |
 Seritage (SRG.US) | 0.05% | 0.13% | 38.51% | - |
 Grail Inc (GRAL) | 0.01% | 0.06% | 37.44% | - |
 Brookfield (BAM) | 0% | 0% | 4.98% | 2/24/2023 |
 KraneShares CSI China Internet (KWEB) | 0% | 0% | 0.36% | 3/16/2022 |
 Vanguard S&P 500 ETF (VOO) | 0% | 0% | 0.07% | 4/8/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 7.33% | 14.56% |
| Amazon (AMZN) | 11.92% | 12.77% |
| Intuitive Surgical (ISRG) | 8.63% | 12.7% |
| Alphabet (GOOG) | 6.72% | 10.66% |
| Mastercard (MA) | 5.07% | 5.87% |
| Adobe (ADBE) | 5.66% | 4.17% |
| NVIDIA (NVDA) | 0.44% | 3.5% |
| Microsoft (MSFT) | 2.38% | 3.46% |
| Autodesk (ADSK) | 3.27% | 2.75% |
| Visa (V) | 2.24% | 2.75% |
| PayPal (PYPL) | 5.49% | 2.19% |
| Alibaba (9988.HK) | 6.57% | 1.89% |
| Shopify (SHOP) | 0.89% | 1.82% |
| First Trust NASDAQ Cybersecurity ETF (CIBR) | 1.5% | 1.69% |
| SPDR S&P 500 ETF (SPY) | 1.38% | 1.59% |
| Ethereum (ETH) | 0.81% | 1.57% |
| S&P Global (SPGI) | 1% | 1.2% |
| Upwork (UPWK) | 1.83% | 0.93% |
| Invesco QQQ (QQQ) | 0.5% | 0.67% |
| Intel (INTC) | 1.63% | 0.66% |
| Twilio (TWLO) | 0.63% | 0.63% |
| Teladoc (TDOC) | 4.73% | 0.56% |
| DocuSign (DOCU) | 1% | 0.55% |
| Block Inc. (XYZ) | 0.5% | 0.54% |
| Illumina (ILMN) | 1.38% | 0.53% |
| Porsche (PAH3.DE) | 0.5% | 0.28% |
| Booking (BKNG) | 0.13% | 0.28% |
| Nike (NKE) | 0.38% | 0.27% |
| Airbnb (ABNB) | 0.25% | 0.26% |
| MercadoLibre (MELI) | 0.13% | 0.26% |
| Nestle (NESN.ZU) | 0.38% | 0.26% |
| ZIM (ZIM) | 0.13% | 0.25% |
| Medical Properties Trust (MPW) | 0.38% | 0.25% |
| Baozun (BZUN) | 3.26% | 0.21% |
| iShares Semiconductor ETF (SOXX) | 0.13% | 0.19% |
| Link REIT (823.HK) | 0.25% | 0.19% |
| Apple (AAPL) | 0.13% | 0.18% |
| Crowdstrike (CRWD) | 0.13% | 0.16% |
| Brookfield (BN.US) | 0.13% | 0.15% |
| SSR Mining (SSRM) | 0.13% | 0.15% |
| Charles Schwab (SCHW) | 0.13% | 0.15% |
| Fiverr (FVRR) | 0.13% | 0.14% |
| iRobot (IRBT) | 0.38% | 0.13% |
| ARK Genomic Revolution ETF (ARKG) | 0.63% | 0.12% |
| Unilever (ULVR.L) | 0.13% | 0.12% |
| MarketAxess (MKTX) | 0.13% | 0.1% |
| Seritage (SRG.US) | 0.13% | 0.08% |
| Douyu (DOYU) | 0.64% | 0.07% |
| JD (9618.HK) | 0.13% | 0.06% |
| Grail Inc (GRAL) | 0% | 0.01% |
| American Well (AMWL) | 0.63% | 0.01% |