Portfolio Diversification
Range
Most Diversified
52 instruments
December 8, 2022
Least Diversified
0 instruments
February 2, 2025
Average
48.7 instruments
Most Consistent Holdings
Top 5
MSFT99.91%
AMZN99.91%
NFLX99.91%
NVDA99.91%
ETSY99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 9.22% | 0% | 99.91% | 2/1/2025 |
 MercadoLibre (MELI) | 9.18% | 0% | 99.91% | 2/1/2025 |
| Amazon (AMZN) | 6.35% | 0% | 99.91% | 2/1/2025 |
 Shopify (SHOP) | 5.62% | 0% | 99.91% | 2/1/2025 |
 Vanguard Information Technology (VGT) | 5.6% | 0% | 86.13% | 2/1/2025 |
 Zoom (ZM) | 5.19% | 0% | 99.91% | 2/1/2025 |
 Trade Desk (TTD) | 5.06% | 0% | 99.91% | 2/1/2025 |
| Netflix (NFLX) | 3.18% | 0% | 99.91% | 2/1/2025 |
 Teladoc (TDOC) | 3.01% | 0% | 99.91% | 2/1/2025 |
 Meta (META) | 2.95% | 0% | 94.16% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 2.77% | 0% | 86.13% | 2/1/2025 |
| Etsy (ETSY) | 2.13% | 0% | 99.91% | 2/1/2025 |
 Pinterest (PINS) | 2.06% | 0% | 99.91% | 2/1/2025 |
 Block Inc. (XYZ) | 2.01% | 0% | 91.97% | 11/6/2024 |
 Alphabet (GOOG) | 2% | 0% | 88.23% | 2/1/2025 |
 PayPal (PYPL) | 1.94% | 0% | 99.91% | 2/1/2025 |
 Sea (SE) | 1.49% | 0% | 99.91% | 2/1/2025 |
 Disney (DIS) | 1.44% | 0% | 88.5% | 2/1/2025 |
 Axon (AXON) | 1.39% | 0% | 99.91% | 2/1/2025 |
 Datadog (DDOG) | 1.38% | 0% | 99.91% | 2/1/2025 |
 Atlassian (TEAM) | 1.35% | 0% | 99.91% | 2/1/2025 |
 Fastly (FSLY) | 1.3% | 0% | 84.58% | 8/16/2024 |
 Crowdstrike (CRWD) | 1.2% | 0% | 99.91% | 2/1/2025 |
 Salesforce (CRM) | 1.18% | 0% | 81.66% | 7/15/2024 |
 Vanguard FTSE All-World ex-US (VEU) | 1.09% | 0% | 83.39% | 2/1/2025 |
 Vanguard FTSE Emerging Markets (VWO) | 1.08% | 0% | 83.03% | 2/1/2025 |
| Microsoft (MSFT) | 1.06% | 0% | 99.91% | 2/1/2025 |
 Kering (KER.PA) | 1% | 0% | 94.16% | 2/1/2025 |
 SPDR Bloomberg Barclays High Yield Bond ETF (JNK) | 0.91% | 0% | 88.5% | 2/1/2025 |
 Unity (U) | 0.89% | 0% | 87.04% | 9/12/2024 |
 Invesco QQQ (QQQ) | 0.82% | 0% | 69.62% | 7/8/2024 |
 LVMH (MC.PA) | 0.68% | 0% | 94.25% | 2/1/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.62% | 0% | 99.91% | 2/1/2025 |
 Roku (ROKU) | 0.59% | 0% | 86.22% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 0.53% | 0% | 75.46% | 7/8/2024 |
 ARK Genomic Revolution ETF (ARKG) | 0.51% | 0% | 99.91% | 2/1/2025 |
 Cloudflare (NET) | 0.48% | 0% | 99.91% | 2/1/2025 |
 iShares Global REIT ETF (REET) | 0.48% | 0% | 78.1% | 2/1/2025 |
 MongoDB (MDB) | 0.46% | 0% | 81.66% | 7/15/2024 |
 PUMA (PUM.DE) | 0.42% | 0% | 94.25% | 2/1/2025 |
 Fiverr (FVRR) | 0.38% | 0% | 99.91% | 2/1/2025 |
 Peloton (PTON) | 0.31% | 0% | 81.66% | 7/15/2024 |
 Lemonade (LMND) | 0.28% | 0% | 81.66% | 7/15/2024 |
 Roblox (RBLX) | 0.27% | 0% | 99.91% | 2/1/2025 |
 Alibaba (BABA) | 0.27% | 0% | 81.66% | 7/15/2024 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.25% | 0% | 18.25% | 2/1/2025 |
 DocuSign (DOCU) | 0.2% | 0% | 86.5% | 9/6/2024 |
 Vanguard Long-Term Bond ETF (BLV) | 0.19% | 0% | 18.25% | 2/1/2025 |
 Adobe (ADBE) | 0.17% | 0% | 75.55% | 2/1/2025 |
 ASML (ASML.NV) | 0.17% | 0% | 75.55% | 2/1/2025 |
 Amplify Transformational Data Sharing ETF (BLOK) | 0.17% | 0% | 70.62% | 2/1/2025 |
 iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 0.15% | 0% | 18.25% | 2/1/2025 |
 Vanguard Total International Bond ETF (BNDX) | 0.12% | 0% | 18.25% | 2/1/2025 |
 Stitch Fix (SFIX) | 0.1% | 0% | 81.39% | 7/12/2024 |
 ARK Innovation ETF (ARKK) | 0.1% | 0% | 18.25% | 2/1/2025 |
 Vanguard Short-Term Corporate (VCSH) | 0.08% | 0% | 18.25% | 2/1/2025 |
 Virgin Galactic (SPCE) | 0.05% | 0% | 79.11% | 6/17/2024 |
 Vroom (VRMMQ) | 0.05% | 0% | 67.52% | 3/14/2024 |
 Fidelity MSCI Real Estate Index ETF (FREL) | 0.05% | 0% | 18.25% | 2/1/2025 |
 Vanguard Small-Cap Growth ETF (VBK) | 0.04% | 0% | 18.25% | 2/1/2025 |
 L'Oréal (OR.PA) | 0.03% | 0% | 7.39% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Information Technology (VGT) | 5.37% | 7.7% |
| Amazon (AMZN) | 3.88% | 5.71% |
| NVIDIA (NVDA) | 0.59% | 5.43% |
| MercadoLibre (MELI) | 3.33% | 5.1% |
| Shopify (SHOP) | 2.91% | 4.29% |
| Vanguard S&P 500 ETF (VOO) | 3.04% | 3.58% |
| Netflix (NFLX) | 1.39% | 3% |
| Meta (META) | 0.73% | 2.91% |
| SPDR Bloomberg Barclays High Yield Bond ETF (JNK) | 3.29% | 2.74% |
| Axon (AXON) | 0.73% | 2.43% |
| Zoom (ZM) | 6.86% | 2.26% |
| Alphabet (GOOG) | 1.34% | 2.16% |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 2.43% | 1.97% |
| Vanguard Long-Term Bond ETF (BLV) | 1.95% | 1.55% |
| Sea (SE) | 2.51% | 1.49% |
| LVMH (MC.PA) | 1.7% | 1.49% |
| Kering (KER.PA) | 2.53% | 1.43% |
| Vanguard FTSE All-World ex-US (VEU) | 1.34% | 1.23% |
| Vanguard FTSE Emerging Markets (VWO) | 1.34% | 1.21% |
| PayPal (PYPL) | 1.34% | 1.21% |
| Trade Desk (TTD) | 0.7% | 1.18% |
| Disney (DIS) | 1.22% | 1.17% |
| iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 1.34% | 1.08% |
| Atlassian (TEAM) | 1.12% | 0.98% |
| Pinterest (PINS) | 1.38% | 0.87% |
| Datadog (DDOG) | 0.65% | 0.86% |
| Microsoft (MSFT) | 0.45% | 0.85% |
| iShares Global REIT ETF (REET) | 0.73% | 0.63% |
| Vanguard Total International Bond ETF (BNDX) | 0.73% | 0.6% |
| ARK Genomic Revolution ETF (ARKG) | 1.38% | 0.57% |
| ARK Innovation ETF (ARKK) | 0.58% | 0.57% |
| Crowdstrike (CRWD) | 0.25% | 0.55% |
| Vanguard Real Estate ETF (VNQ) | 0.59% | 0.46% |
| Cloudflare (NET) | 0.3% | 0.43% |
| Etsy (ETSY) | 1.18% | 0.43% |
| L'Oréal (OR.PA) | 0.49% | 0.42% |
| Vanguard Short-Term Corporate (VCSH) | 0.49% | 0.4% |
| Amplify Transformational Data Sharing ETF (BLOK) | 0.12% | 0.27% |
| Fiverr (FVRR) | 0.23% | 0.26% |
| PUMA (PUM.DE) | 0.49% | 0.26% |
| Roblox (RBLX) | 0.35% | 0.23% |
| Vanguard Small-Cap Growth ETF (VBK) | 0.24% | 0.22% |
| Fidelity MSCI Real Estate Index ETF (FREL) | 0.24% | 0.2% |
| Teladoc (TDOC) | 3.07% | 0.18% |
| ASML (ASML.NV) | 0.12% | 0.16% |
| Adobe (ADBE) | 0.12% | 0.15% |
| Roku (ROKU) | 0.12% | 0.12% |