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Portfolio Diversification
Range
Most Diversified
20 instruments
July 15, 2025
Least Diversified
0 instruments
October 21, 2025
Average
12.5 instruments
Most Consistent Holdings
Top 5
INTC97.19%
MED.US97.19%
ARKK88.97%
SMT.L84.63%
U72.39%
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 |
|---|---|---|---|---|
| ARK Innovation ETF (ARKK) | 12.41% | 0% | 88.97% | 9/23/2025 |
 Solana (SOL) | 11.47% | 0% | 46.32% | 9/22/2025 |
| Intel (INTC) | 9.6% | 20.82% | 97.19% | - |
 Alphabet (GOOG) | 5.83% | 24.48% | 64.57% | - |
 Meta (META) | 4.66% | 0% | 22.93% | 2/10/2023 |
 TSMC (TSM) | 4.53% | 23.11% | 72.33% | - |
| Unity (U) | 4.16% | 0% | 72.39% | 9/23/2025 |
 MicroStrategy (MSTR) | 3.97% | 0% | 45.12% | 9/22/2025 |
| Scottish Mortgage (SMT.L) | 3.54% | 0% | 84.63% | 8/29/2025 |
 Global Payments (GPN) | 3.42% | 8.91% | 72.19% | - |
| Medifast (MED.US) | 3.05% | 2.61% | 97.19% | - |
 NVIDIA (NVDA) | 3.01% | 13.74% | 46.86% | - |
 AMD (AMD) | 2.7% | 0% | 39.71% | 9/22/2025 |
 Qualcomm (QCOM) | 2.21% | 0% | 57.82% | 8/29/2025 |
 Chainlink (LINK) | 1.51% | 0% | 44.05% | 8/19/2025 |
 Roblox (RBLX) | 1.48% | 0% | 50.94% | 9/23/2025 |
 Invesco QQQ (QQQ) | 1.33% | 0% | 37.5% | 9/21/2023 |
 Alibaba (BABA) | 1.21% | 0% | 43.72% | 9/22/2025 |
 Applied Materials (AMAT) | 1.15% | 0% | 22.93% | 2/10/2023 |
 balticseal | 1.12% | 0% | 2.21% | 2/2/2022 |
 Polkadot (DOT) | 0.6% | 0% | 25.33% | 11/19/2024 |
 Cara (TVRD) | 0.52% | 0% | 45.12% | 9/23/2025 |
 Cardano (ADA) | 0.52% | 0% | 23.53% | 9/22/2025 |
 Sui (SUI) | 0.32% | 0% | 20.12% | 9/22/2025 |
 XRP (XRP) | 0.28% | 0% | 4.68% | 9/22/2025 |
 Western Digital (WDC) | 0.23% | 0% | 8.29% | 2/10/2023 |
 Comcast (CMCSA) | 0.22% | 0% | 8.29% | 2/10/2023 |
 Microsoft (MSFT) | 0.19% | 0% | 2.81% | 2/11/2022 |
 Amazon (AMZN) | 0.14% | 0% | 5.82% | 8/17/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 13.14% | 26.71% |
| TSMC (TSM) | 7.88% | 21.46% |
| Intel (INTC) | 24.96% | 18.34% |
| NVIDIA (NVDA) | 9.2% | 14.93% |
| Global Payments (GPN) | 14.45% | 9.35% |
| Medifast (MED.US) | 22.99% | 2.7% |
Cash & Instruments Over Time
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