Portfolio Diversification
Range
Most Diversified
51 instruments
March 3, 2023
Least Diversified
0 instruments
February 2, 2025
Average
32.7 instruments
Most Consistent Holdings
Top 5
GOOG90.2%
AMZN82.31%
LMND80.77%
FVRR80.77%
A80.77%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 4.66% | 17.11% | 90.2% | - |
 Ishares Russell 2000 ETF (IWM) | 4.63% | 10.87% | 50.92% | - |
 Coca-Cola (KO) | 4.57% | 8.82% | 56.01% | - |
 Meta (META) | 3.9% | 5.57% | 80.1% | - |
| Amazon (AMZN) | 3.73% | 10.06% | 82.31% | - |
 Qualys (QLYS) | 2.82% | 10.56% | 65.14% | - |
 SPDR Gold (GLD) | 2.71% | 0% | 70.89% | 9/20/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.24% | 10.81% | 22.33% | - |
 Shopify (SHOP) | 2.09% | 0% | 77.82% | 2/3/2025 |
 PayPal (PYPL) | 1.99% | 0% | 77.16% | 2/3/2025 |
 Visa (V) | 1.75% | 0% | 46.43% | 8/22/2025 |
 Nike (NKE) | 1.62% | 5.49% | 35% | - |
 iShares S&P Small-Cap 600 Value ETF (IJS) | 1.47% | 2.09% | 18.2% | - |
| Lemonade (LMND) | 1.42% | 0% | 80.77% | 2/3/2025 |
 ResMed (RMD) | 1.41% | 0% | 37.21% | 2/3/2025 |
 Amedisys (AMED) | 1.4% | 0% | 48.71% | 11/22/2023 |
| Fiverr (FVRR) | 1.38% | 0% | 80.77% | 2/3/2025 |
 Tesla (TSLA) | 1.34% | 0% | 60.65% | 2/3/2025 |
 TSMC (TSM) | 1.31% | 0% | 72.81% | 10/17/2024 |
 Pfizer (PFE) | 1.28% | 0% | 51.36% | 2/3/2025 |
 SolarEdge (SEDG) | 1.15% | 0% | 43.55% | 11/8/2024 |
 Disney (DIS) | 0.9% | 0% | 50.77% | 12/22/2023 |
 Bitcoin (BTC) | 0.82% | 0% | 69.34% | 2/3/2025 |
 T. Rowe Price (TROW) | 0.78% | 0% | 79.44% | 2/3/2025 |
 Global Payments (GPN) | 0.73% | 4.64% | 15.84% | - |
 Interactive Brokers (IBKR) | 0.72% | 0% | 27.04% | 9/17/2024 |
 Bio-Rad (BIO) | 0.71% | 0% | 65.95% | 8/28/2024 |
 NVIDIA (NVDA) | 0.7% | 0% | 35.08% | 5/17/2023 |
 Walgreens (WBA) | 0.64% | 0% | 50.92% | 12/22/2023 |
 Logitech (LOGI) | 0.62% | 0% | 46.35% | 11/14/2023 |
 Netflix (NFLX) | 0.62% | 0% | 34.78% | 7/18/2023 |
 Adobe (ADBE) | 0.61% | 0% | 35% | 7/18/2023 |
 Twilio (TWLO) | 0.58% | 0% | 57.85% | 9/3/2024 |
 Inmode (INMD) | 0.56% | 0% | 33.97% | 2/3/2025 |
 Repligen (RGEN) | 0.54% | 0% | 49.96% | 12/22/2023 |
 Crocs (CROX) | 0.49% | 0% | 51.51% | 2/22/2024 |
 Datadog (DDOG) | 0.48% | 0% | 45.69% | 1/22/2024 |
 AMD (AMD) | 0.46% | 0% | 31.69% | 5/25/2023 |
 Airbnb (ABNB) | 0.42% | 0% | 37.51% | 9/13/2023 |
 IIPR (IIPR) | 0.41% | 0% | 50.55% | 12/22/2023 |
 Crowdstrike (CRWD) | 0.39% | 0% | 14.3% | 2/3/2025 |
 Garmin (GRMN) | 0.39% | 0% | 50.92% | 12/22/2023 |
 Robinhood (HOOD) | 0.39% | 0% | 72.37% | 10/11/2024 |
 Solana (SOL) | 0.38% | 0% | 71.7% | 2/3/2025 |
 Skyworks (SWKS) | 0.38% | 0% | 48.34% | 12/22/2023 |
 Uber (UBER) | 0.35% | 0% | 32.57% | 5/3/2023 |
 DocuSign (DOCU) | 0.3% | 0% | 30.73% | 11/22/2023 |
 Zoetis (ZTS) | 0.3% | 7.55% | 3.83% | - |
 TDS (TDS) | 0.29% | 0% | 41.93% | 8/30/2023 |
 Zoom (ZM) | 0.27% | 0% | 36.92% | 12/22/2023 |
 SPDR S&P 500 ETF (SPY) | 0.27% | 0% | 12.97% | 8/12/2022 |
 Qorvo (QRVO) | 0.27% | 0% | 26.09% | 5/26/2023 |
 Twitter (TWTR) | 0.26% | 0% | 21.08% | 10/28/2022 |
 GlaxoSmithKline (GSK) | 0.26% | 0% | 36.62% | 12/22/2023 |
 Nu Skin (NUS) | 0.25% | 0% | 26.38% | 1/26/2023 |
 Unity (U) | 0.24% | 0% | 43.99% | 12/22/2023 |
 ACM Research (ACMR) | 0.22% | 0% | 14.52% | 9/1/2023 |
 Regeneron (REGN) | 0.19% | 5.01% | 3.83% | - |
 Emergent BioSolutions (EBS) | 0.16% | 0% | 43.33% | 12/22/2023 |
 1 800 FLOWERS (FLWS) | 0.16% | 0% | 20.63% | 2/2/2023 |
 Dollar General (DG.US) | 0.15% | 0% | 8.77% | 12/22/2023 |
 Salesforce (CRM) | 0.14% | 0% | 11.64% | 3/31/2023 |
 First Solar (FSLR) | 0.11% | 0% | 11.27% | 7/28/2022 |
 Paycom (PAYC) | 0.11% | 0% | 12.31% | 8/12/2022 |
 Merck (MRK) | 0.1% | 0% | 10.24% | 5/20/2022 |
 Shiba (in millions) (SHIBxM) | 0.08% | 0% | 80.77% | 2/3/2025 |
 Shockwave Medical Inc (SWAV) | 0.07% | 0% | 7.07% | 4/11/2023 |
 Cronos (CRON) | 0.07% | 0% | 50.92% | 12/22/2023 |
 EUR/USD (EURUSD) | 0.07% | 0% | 0.52% | 5/24/2023 |
 Polkadot (DOT) | 0.06% | 0% | 80.77% | 2/3/2025 |
 AGCO (AGCO) | 0.05% | 0% | 5.9% | 3/22/2022 |
 CGI (GIB) | 0.05% | 0% | 4.94% | 5/13/2022 |
 Lululemon (LULU) | 0.04% | 1.19% | 3.54% | - |
 ASML (ASML) | 0.04% | 0% | 3.17% | 11/11/2022 |
 Teladoc (TDOC) | 0.02% | 0% | 1.92% | 1/23/2023 |
| VAULTA (A) | 0.02% | 0% | 80.77% | 2/3/2025 |
 Snapchat (SNAP) | 0.01% | 0% | 1.11% | 5/24/2022 |
 Intuit (INTU) | 0.01% | 0% | 1.03% | 1/24/2022 |
 Take-Two (TTWO) | 0.01% | 0% | 0.74% | 1/20/2022 |
 Block Inc. (XYZ) | 0% | 0% | 0.29% | 3/27/2023 |
 MarketAxess (MKTX) | 0% | 0% | 0.22% | 5/13/2022 |
 Flare (FLR) | 0% | 0% | 23.21% | 2/3/2025 |
 Songbird (SGB) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Ishares Russell 2000 ETF (IWM) | 12.67% | 11.93% |
| Coca-Cola (KO) | 12.67% | 11.45% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 8.45% | 7.09% |
| Nike (NKE) | 7.6% | 6.37% |
| Alphabet (GOOG) | 3.38% | 4.76% |
| Qualys (QLYS) | 5.07% | 4.24% |
| ResMed (RMD) | 3.38% | 4.21% |
| PayPal (PYPL) | 3.38% | 4.07% |
| Amazon (AMZN) | 2.53% | 3.73% |
| Visa (V) | 3.38% | 3.64% |
| Tesla (TSLA) | 2.53% | 3.5% |
| Lemonade (LMND) | 1.69% | 3.15% |
| Crowdstrike (CRWD) | 2.53% | 3.03% |
| Pfizer (PFE) | 2.53% | 2.06% |
| Bitcoin (BTC) | 0.34% | 1.71% |
| Fiverr (FVRR) | 1.69% | 1.7% |
| Shopify (SHOP) | 0.84% | 1.4% |
| Inmode (INMD) | 1.69% | 1.3% |
| Solana (SOL) | 0.42% | 1.06% |
| T. Rowe Price (TROW) | 0.84% | 0.68% |
| Shiba (in millions) (SHIBxM) | 0.42% | 0.11% |
| Polkadot (DOT) | 0.42% | 0.05% |
| Flare (FLR) | 0.01% | 0.01% |
| VAULTA (A) | 0.11% | 0.01% |
| Songbird (SGB) | 0% | 0% |