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Portfolio Diversification
Range
Most Diversified
28 instruments
December 17, 2024
Least Diversified
0 instruments
February 2, 2025
Average
18.4 instruments
Most Consistent Holdings
Top 5
META99.8%
NVDA99.8%
MSFT98.47%
GOOG98.14%
AMD86.57%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 22.63% | 37.29% | 99.8% | - |
| Microsoft (MSFT) | 10.4% | 0% | 98.47% | 2/25/2026 |
 Tesla (TSLA) | 8.68% | 0% | 59.18% | 2/25/2026 |
| Meta (META) | 6.56% | 4.91% | 99.8% | - |
| Alphabet (GOOG) | 6.33% | 3.04% | 98.14% | - |
| AMD (AMD) | 5.08% | 0% | 86.57% | 8/28/2025 |
 TSMC (TSM) | 3.44% | 7.79% | 64.3% | - |
 Vanguard S&P 500 Growth ETF (VOOG) | 3.13% | 4.73% | 60.57% | - |
 State Street Financial Select Sector SPDR ETF (XLF) | 2.72% | 0% | 30.59% | 7/14/2023 |
 Vanguard Total Stock Market ETF (VTI) | 2.63% | 0% | 39.23% | 9/11/2023 |
 Ethereum (ETH) | 2.2% | 0% | 33.44% | 6/13/2023 |
 XRP (XRP) | 1.99% | 0% | 33.44% | 6/13/2023 |
 Amazon (AMZN) | 1.71% | 1.82% | 51.13% | - |
 Interactive Brokers Group (IBKR) | 1.62% | 4.96% | 49.67% | - |
 Adobe (ADBE) | 1.59% | 0% | 16.42% | 2/20/2024 |
 Bank of America (BAC) | 1.46% | 0% | 28.72% | 6/16/2023 |
 Intuit (INTU) | 1.31% | 0% | 20.81% | 6/10/2024 |
 Tower (TSEM) | 1.13% | 6.92% | 40.69% | - |
 Oracle (ORCL) | 1.1% | 0% | 43.22% | 1/16/2026 |
 MagnaChip (MX) | 0.8% | 0% | 35.04% | 7/7/2023 |
 InterDigital (IDCC) | 0.67% | 0% | 36.3% | 1/16/2026 |
 Apple (AAPL) | 0.64% | 1.45% | 26.8% | - |
 ASML (ASML) | 0.59% | 0% | 14.63% | 1/24/2024 |
 Arista (ANET) | 0.57% | 2.13% | 42.55% | - |
 KLA (KLAC) | 0.55% | 3.18% | 47.21% | - |
 Shiba (in millions) (SHIBxM) | 0.54% | 0% | 10.84% | 6/13/2022 |
 ACI Worldwide (ACIW) | 0.48% | 0% | 15.23% | 7/9/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 0.48% | 0% | 44.35% | 1/22/2026 |
 Visa (V) | 0.45% | 0% | 30.32% | 9/18/2025 |
 Insight Enterprises (NSIT.US) | 0.42% | 0% | 30.65% | 6/26/2025 |
 Lam Research (LRCX) | 0.37% | 4.65% | 13.23% | - |
 Palo Alto Networks (PANW) | 0.35% | 0% | 29.79% | 9/4/2025 |
 Applied Materials (AMAT) | 0.35% | 1.49% | 35.24% | - |
 iShares MSCI India ETF (INDA) | 0.31% | 0% | 15.63% | 11/13/2024 |
 United Therapeutics (UTHR) | 0.31% | 0% | 24.67% | 7/23/2025 |
 Cboe (CBOE) | 0.31% | 3.04% | 14.3% | - |
 Novo-Nordisk (NVO) | 0.29% | 0% | 20.41% | 1/21/2025 |
 Broadcom (AVGO) | 0.27% | 0% | 24% | 1/16/2026 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.24% | 0% | 16.56% | 1/5/2026 |
 ASML (ASML.NV) | 0.23% | 0% | 30.59% | 7/9/2025 |
 Verisk (VRSK) | 0.15% | 0% | 14.23% | 8/27/2025 |
 Berkshire Hathaway (BRK.B) | 0.14% | 0% | 8.44% | 9/19/2025 |
 Moody's (MCO) | 0.13% | 0% | 14.83% | 6/26/2025 |
 Cardano (ADA) | 0.13% | 0% | 33.18% | 6/9/2023 |
 Eli Lilly (LLY) | 0.13% | 0% | 16.29% | 2/13/2025 |
 Synopsys (SNPS) | 0.11% | 0% | 14.36% | 2/6/2025 |
 Fiserv (FISV) | 0.11% | 0% | 5.52% | 6/11/2024 |
 Polkadot (DOT) | 0.11% | 0% | 10.84% | 6/13/2022 |
 Universal Display (OLED) | 0.09% | 0% | 13.16% | 1/24/2025 |
 T. Rowe Price (TROW) | 0.08% | 0% | 5.39% | 6/11/2024 |
 Caterpillar (CAT) | 0.07% | 2% | 3.52% | - |
 Morgan Stanley (MS) | 0.06% | 2.43% | 2.39% | - |
 Monolithic Power (MPWR) | 0.06% | 0% | 4.39% | 11/18/2025 |
 Monster Beverage (MNST) | 0.05% | 1.09% | 5.32% | - |
 Honeywell (HON) | 0.05% | 0% | 3.72% | 5/21/2024 |
 Samsara (IOT) | 0.05% | 0% | 1.53% | 3/21/2024 |
 O'Reilly Auto (ORLY) | 0.05% | 0% | 4.19% | 9/23/2025 |
 ON Semiconductor (ON) | 0.04% | 0% | 1.4% | 1/21/2022 |
 Take-Two (TTWO) | 0.04% | 0% | 4.06% | 10/28/2025 |
 Marvell (MRVL) | 0.04% | 0% | 3.32% | 2/25/2026 |
 Waste Management (WM) | 0.04% | 0% | 3.46% | 9/11/2025 |
 Raytheon (RTX) | 0.03% | 0% | 3.46% | 9/11/2025 |
 F5 (FFIV) | 0.03% | 0% | 2.39% | 10/29/2025 |
 Okta (OKTA) | 0.03% | 0% | 2.73% | 8/25/2025 |
 Splunk Inc (SPLK) | 0.03% | 0% | 1.93% | 1/18/2024 |
 Marriott (MAR) | 0.03% | 0% | 2.46% | 8/28/2025 |
 dLocal (DLO) | 0.03% | 0% | 4.26% | 9/11/2025 |
 Micron (MU) | 0.03% | 0.64% | 4.65% | - |
 Crowdstrike (CRWD) | 0.02% | 1.82% | 1.26% | - |
 SoFi (SOFI) | 0.02% | 0% | 1.26% | 9/30/2025 |
 Flowserve (FLS) | 0.02% | 0% | 2.59% | 10/28/2025 |
 GigaCloud (GCT) | 0.02% | 0% | 2.46% | 3/18/2024 |
 Doximity (DOCS) | 0.02% | 0% | 2.33% | 10/28/2025 |
 Costco (COST) | 0.02% | 0% | 2.26% | 7/15/2024 |
 Xylem (XYL) | 0.02% | 1.38% | 1.26% | - |
 AMSC (AMSC) | 0.02% | 1.33% | 1.26% | - |
 nVent (NVT) | 0.02% | 1.31% | 1.26% | - |
 ADP (ADP) | 0.01% | 0% | 1% | 7/24/2025 |
 JPMorgan (JPM) | 0.01% | 0% | 1.46% | 9/19/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.01% | 0% | 4.06% | 5/21/2024 |
 Linde (LIN) | 0.01% | 0% | 1.46% | 7/3/2024 |
 ProShares UltraPro Short S&P 500 (SPXU) | 0.01% | 0% | 2.33% | 10/28/2025 |
 GameStop (GME) | 0.01% | 0% | 0.27% | 6/14/2024 |
 MicroStrategy (MSTR) | 0.01% | 0% | 0.27% | 1/20/2026 |
 Paychex (PAYX) | 0.01% | 0% | 0.53% | 4/9/2024 |
 Neurocrine Biosciences (NBIX) | 0.01% | 0% | 0.8% | 7/21/2025 |
 Krystal Biotech (KRYS) | 0.01% | 0% | 0.6% | 7/18/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.01% | 0% | 0.27% | 10/7/2025 |
 BlackRock (BLK) | 0.01% | 0% | 0.53% | 9/19/2025 |
 Charles Schwab (SCHW) | 0% | 0% | 0.73% | 9/30/2025 |
 SEI (SEIC) | 0% | 0% | 0.4% | 1/29/2026 |
 Hubbell (HUBB) | 0% | 0.34% | 1.26% | - |
 Analog Devices (ADI.US) | 0% | 0% | 0.2% | 3/21/2024 |
 MSCI (MSCI) | 0% | 0% | 0.47% | 7/30/2025 |
 Travelers (TRV) | 0% | 0% | 0.27% | 9/23/2025 |
 Direxion Daily Semiconductor Bear 3X Shares (SOXS) | 0% | 0% | 0.4% | 11/7/2025 |
 Cal-Maine Foods (CALM) | 0% | 0% | 0.07% | 8/28/2025 |
 Direxion Daily Junior Gold Miners Index Bear 2X Shares (JDST) | 0% | 0% | 0.07% | 10/9/2025 |
 Direxion Daily Gold Miners Index Bear 2X Shares (DUST) | 0% | 0% | 0.07% | 10/9/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 14.47% | 37.83% |
| Microsoft (MSFT) | 12.02% | 8.95% |
| Meta (META) | 9.54% | 7.04% |
| TSMC (TSM) | 5.84% | 6.91% |
| Tower (TSEM) | 5.06% | 5.17% |
| Vanguard S&P 500 Growth ETF (VOOG) | 6.19% | 4.89% |
| Oracle (ORCL) | 7.98% | 3.83% |
| Interactive Brokers Group (IBKR) | 3.74% | 3.66% |
| Apple (AAPL) | 5.82% | 3.1% |
| InterDigital (IDCC) | 3.67% | 2.94% |
| Alphabet (GOOG) | 3.68% | 2.68% |
| Lam Research (LRCX) | 2.9% | 2.19% |
| Amazon (AMZN) | 2.92% | 1.97% |
| Broadcom (AVGO) | 3.14% | 1.72% |
| Arista (ANET) | 2.64% | 1.68% |
| KLA (KLAC) | 2.32% | 1.56% |
| ProShares UltraPro Short QQQ (SQQQ) | 3.17% | 1.46% |
| State Street SPDR S&P 500 ETF (SPY) | 1.62% | 0.97% |
| Cboe (CBOE) | 1.61% | 0.72% |
| Tesla (TSLA) | 1.6% | 0.7% |
Cash & Instruments Over Time
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