Portfolio Diversification
Range
Most Diversified
9 instruments
November 21, 2024
Least Diversified
1 instruments
January 2, 2023
Average
3.4 instruments
Most Consistent Holdings
Top 5
BTC50.11%
TEM.US41.18%
XRP36.93%
JPM26.25%
BAYN.DE22.88%
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 |
|---|---|---|---|---|
| Bitcoin (BTC) | 48.87% | 0% | 50.11% | 4/13/2024 |
| XRP (XRP) | 14.15% | 49.61% | 36.93% | - |
| Tempus AI Inc (TEM.US) | 5.44% | 9.8% | 41.18% | - |
 Core-Dynamic | 3.19% | 0% | 52.51% | 7/16/2025 |
| Bayer (BAYN.DE) | 2.57% | 0% | 22.88% | 11/26/2024 |
 Novo Nordisk (NOVO-B.CO) | 2.13% | 10.1% | 16.23% | - |
| JPMorgan (JPM) | 1.75% | 0% | 26.25% | 7/7/2025 |
 Berkshire Hathaway (BRK.B) | 1.41% | 0% | 8.71% | 1/27/2025 |
 Alphabet (GOOG) | 1.36% | 0% | 6.54% | 7/7/2025 |
 Roche (ROG.ZU) | 1.2% | 0% | 6.75% | 8/5/2024 |
 ChinaTech | 1.15% | 0% | 6.21% | 11/27/2024 |
 Eli Lilly (LLY) | 1.01% | 0% | 12.42% | 7/7/2025 |
 Hexagon B (HEXA-B.ST) | 0.63% | 0% | 14.81% | 12/7/2023 |
 NVIDIA (NVDA) | 0.56% | 0% | 12.31% | 6/11/2025 |
 Royal Caribbean (RCL) | 0.51% | 0% | 8.5% | 5/15/2025 |
 BlackRock (BLK) | 0.41% | 0% | 4.58% | 12/20/2024 |
 Regeneron (REGN) | 0.25% | 8.61% | 3.38% | - |
 Agnico Eagle (AEM) | 0.25% | 0% | 2.83% | 11/25/2024 |
 Coinbase (COIN) | 0.09% | 0% | 1.42% | 2/12/2025 |
 Viasat (VSAT) | 0.08% | 0% | 1.42% | 2/25/2025 |
 Pan American Silver (PAAS) | 0% | 3.57% | 0.11% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| XRP (XRP) | 56.96% | 64.06% |
| Berkshire Hathaway (BRK.B) | 18.59% | 15.98% |
| JPMorgan (JPM) | 9.3% | 8.18% |
| Tempus AI Inc (TEM.US) | 9.34% | 6.44% |
| Core-Dynamic | 5.81% | 5.5% |