Portfolio Diversification
Range
Most Diversified
13 instruments
August 10, 2024
Least Diversified
0 instruments
February 2, 2025
Average
8 instruments
Most Consistent Holdings
Top 5
GSAT66.82%
BABA51.71%
PLUG49.95%
LAC46.54%
GOOGL44.79%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 12, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOGL) | 17.15% | 0% | 44.79% | 6/7/2023 |
| Alibaba (BABA) | 9.84% | 0% | 51.71% | 2/1/2025 |
 Apple (AAPL) | 7.62% | 0% | 25.07% | 2/3/2023 |
 Amazon (AMZN) | 7.3% | 0% | 41.29% | 10/25/2023 |
 NVIDIA (NVDA) | 6.74% | 0% | 40.55% | 2/1/2025 |
 PayPal (PYPL) | 6.49% | 0% | 39.26% | 8/29/2024 |
 Monday.com (MNDY) | 6.31% | 0% | 41.11% | 2/1/2025 |
 CPHequities | 3.49% | 0% | 28.76% | 7/11/2023 |
 Rocket Lab (RKLB) | 3.19% | 0% | 37.33% | 9/16/2024 |
 Broadcom (AVGO) | 2.51% | 0% | 15.12% | 12/13/2024 |
 Disney (DIS) | 2.41% | 0% | 14.47% | 11/15/2023 |
 PepsiCo (PEP) | 2.22% | 0% | 22.95% | 5/13/2024 |
 Chewy (CHWY) | 2.2% | 0% | 26.27% | 6/25/2024 |
 Honeywell (HON) | 1.8% | 0% | 17.88% | 2/23/2024 |
| Plug Power (PLUG) | 1.77% | 0% | 49.95% | 2/1/2025 |
 Spyre (SYRE) | 1.74% | 0% | 23.96% | 2/1/2025 |
 Meta (META) | 1.46% | 0% | 12.44% | 2/2/2023 |
| Lithium Americas (LAC) | 1.24% | 0% | 46.54% | 2/1/2025 |
| Globalstar (GSAT) | 1.2% | 0% | 66.82% | 12/9/2024 |
 Dick's (DKS) | 1.06% | 0% | 12.35% | 2/1/2025 |
 Lithium Americas Argentina C (LAR) | 0.98% | 0% | 44.52% | 2/1/2025 |
 Morgan Stanley (MS) | 0.69% | 0% | 4.42% | 7/18/2023 |
 Goldman Sachs (GS) | 0.64% | 0% | 6.45% | 9/6/2023 |
 JPMorgan (JPM) | 0.59% | 0% | 4.33% | 11/6/2024 |
 Mastercard (MA) | 0.59% | 0% | 3.32% | 9/6/2023 |
 Coca-Cola (KO) | 0.53% | 0% | 3.69% | 7/31/2023 |
 Nike (NKE) | 0.43% | 0% | 4.61% | 8/1/2023 |
 Sea (SE) | 0.38% | 0% | 3.87% | 8/8/2023 |
 Tesla (TSLA) | 0.35% | 0% | 27.93% | 11/6/2024 |
 Fortinet (FTNT) | 0.29% | 0% | 2.58% | 10/21/2022 |
 Intel (INTC) | 0.25% | 0% | 5.62% | 11/14/2022 |
 Coinbase (COIN) | 0.25% | 0% | 4.06% | 1/18/2023 |
 Nio (NIO) | 0.15% | 0% | 11.89% | 10/18/2023 |
 Kinross Gold (KGC) | 0.13% | 0% | 3.23% | 1/4/2023 |
 Crowdstrike (CRWD) | 0.08% | 0% | 10.32% | 11/25/2024 |
 Alphabet (GOOG) | 0.04% | 0% | 0.18% | 9/18/2024 |
 Etsy (ETSY) | 0.04% | 0% | 1.47% | 6/23/2023 |
 Ericsson (ERIC) | 0.01% | 0% | 1.38% | 6/22/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 32.52% | 41.24% |
| Alibaba (BABA) | 19.35% | 20.7% |
| Monday.com (MNDY) | 8.68% | 15.48% |
| Dick's (DKS) | 8.67% | 9.7% |
| Spyre (SYRE) | 11.41% | 8.11% |
| Plug Power (PLUG) | 10.12% | 1.95% |
| Lithium Americas (LAC) | 9.22% | 1.48% |
| Lithium Americas Argentina C (LAR) | 0% | 1.3% |