Portfolio Diversification
Range
Most Diversified
28 instruments
December 17, 2024
Least Diversified
0 instruments
February 2, 2025
Average
17.7 instruments
Most Consistent Holdings
Top 5
META99.92%
MSFT99.92%
NVDA99.92%
AMD99.92%
GOOG97.95%
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) | 19.94% | 37.8% | 99.92% | - |
| Microsoft (MSFT) | 10.92% | 9.82% | 99.92% | - |
 Tesla (TSLA) | 10.22% | 0% | 60.88% | 3/13/2024 |
| Alphabet (GOOG) | 7.05% | 1.79% | 97.95% | - |
| Meta (META) | 6.51% | 7.76% | 99.92% | - |
| AMD (AMD) | 6.01% | 1.48% | 99.92% | - |
 Financial Select Sector SPDR (XLF) | 3.23% | 0% | 36.28% | 7/14/2023 |
 Vanguard Total Stock Market ETF (VTI) | 3.12% | 0% | 46.53% | 9/11/2023 |
 Vanguard S&P 500 Growth ETF (VOOG) | 2.83% | 4.9% | 53.39% | - |
 TSMC (TSM) | 2.79% | 5.6% | 57.81% | - |
 Ethereum (ETH) | 2.62% | 0% | 39.67% | 6/13/2023 |
 XRP (XRP) | 2.36% | 0% | 39.67% | 6/13/2023 |
 Adobe (ADBE) | 1.89% | 0% | 19.48% | 2/20/2024 |
 Bank of America (BAC) | 1.73% | 0% | 34.07% | 6/16/2023 |
 Amazon (AMZN) | 1.61% | 3.55% | 42.19% | - |
 Intuit (INTU) | 1.56% | 0% | 24.68% | 6/10/2024 |
 Interactive Brokers (IBKR) | 1.15% | 3.94% | 40.46% | - |
 MagnaChip (MX) | 0.95% | 0% | 41.56% | 7/7/2023 |
 Oracle (ORCL) | 0.82% | 3.01% | 37.54% | - |
 ASML (ASML) | 0.7% | 0% | 17.35% | 1/24/2024 |
 Shiba (in millions) (SHIBxM) | 0.64% | 0% | 12.85% | 6/13/2022 |
 Tower (TSEM) | 0.6% | 1.88% | 29.81% | - |
 ACI Worldwide (ACIW) | 0.57% | 0% | 18.06% | 7/9/2025 |
 Insight Enterprises (NSIT.US) | 0.5% | 0% | 36.36% | 6/26/2025 |
 Visa (V) | 0.49% | 1.1% | 31.55% | - |
 SPDR S&P 500 ETF (SPY) | 0.43% | 0.98% | 38.41% | - |
 Apple (AAPL) | 0.42% | 0% | 17.59% | 1/29/2024 |
 InterDigital (IDCC) | 0.41% | 1.94% | 29.34% | - |
 iShares MSCI India ETF (INDA) | 0.37% | 0% | 18.53% | 11/13/2024 |
 Arista (ANET) | 0.36% | 1.23% | 32.02% | - |
 United Therapeutics (UTHR) | 0.36% | 0% | 29.26% | 7/23/2025 |
 Novo-Nordisk (NVO) | 0.35% | 0% | 24.21% | 1/21/2025 |
 Palo Alto Networks (PANW) | 0.35% | 1.86% | 32.02% | - |
 Applied Materials (AMAT) | 0.34% | 0% | 36.2% | 6/26/2025 |
 KLA (KLAC) | 0.32% | 0.84% | 37.54% | - |
 ASML (ASML.NV) | 0.28% | 0% | 36.28% | 7/9/2025 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.23% | 0% | 13.25% | 7/23/2025 |
 Cboe (CBOE) | 0.2% | 0% | 7.57% | 3/26/2024 |
 Verisk (VRSK) | 0.16% | 0.92% | 14.2% | - |
 Moody's (MCO) | 0.16% | 0% | 17.59% | 6/26/2025 |
 Cardano (ADA) | 0.16% | 0% | 39.35% | 6/9/2023 |
 Eli Lilly (LLY) | 0.15% | 0% | 19.32% | 2/13/2025 |
 Broadcom (AVGO) | 0.13% | 0.88% | 14.75% | - |
 Synopsys (SNPS) | 0.13% | 0% | 17.03% | 2/6/2025 |
 Fiserv (FI) | 0.13% | 0% | 6.55% | 6/11/2024 |
 Polkadot (DOT) | 0.13% | 0% | 12.85% | 6/13/2022 |
 Berkshire Hathaway (BRK.B) | 0.12% | 0% | 6.55% | 6/11/2024 |
 Universal Display (OLED) | 0.11% | 0% | 15.62% | 1/24/2025 |
 T. Rowe Price (TROW) | 0.1% | 0% | 6.39% | 6/11/2024 |
 Honeywell (HON) | 0.06% | 0% | 4.42% | 5/21/2024 |
 Samsara (IOT) | 0.06% | 0% | 1.81% | 3/21/2024 |
 ON Semiconductor (ON) | 0.05% | 0% | 1.66% | 1/21/2022 |
 Splunk Inc (SPLK) | 0.04% | 0% | 2.29% | 1/18/2024 |
 GigaCloud (GCT) | 0.02% | 0% | 2.92% | 3/18/2024 |
 Costco (COST) | 0.02% | 0% | 2.68% | 7/15/2024 |
 ADP (ADP) | 0.02% | 1.42% | 1.18% | - |
 Ishares MSCI JAPAN ETF (EWJ) | 0.01% | 0% | 4.81% | 5/21/2024 |
 Linde (LIN) | 0.01% | 0% | 1.74% | 7/3/2024 |
 GameStop (GME) | 0.01% | 0% | 0.32% | 6/14/2024 |
 Paychex (PAYX) | 0.01% | 0% | 0.63% | 4/9/2024 |
 Okta (OKTA) | 0.01% | 1.19% | 0.71% | - |
 dLocal (DLO) | 0.01% | 0.61% | 1.18% | - |
 Neurocrine Biosciences (NBIX) | 0.01% | 0% | 0.95% | 7/21/2025 |
 Krystal Biotech (KRYS) | 0.01% | 0% | 0.71% | 7/18/2024 |
 ProShares UltraPro Short S&P 500 (SPXU) | 0.01% | 0% | 1.18% | 3/11/2025 |
 Analog Devices (ADI) | 0% | 0% | 0.24% | 3/21/2024 |
 Waste Management (WM) | 0% | 1.06% | 0.24% | - |
 Raytheon (RTX) | 0% | 0.97% | 0.24% | - |
 Marriott (MAR) | 0% | 1.27% | 0.16% | - |
 O'Reilly Auto (ORLY) | 0% | 1.04% | 0.16% | - |
 MSCI (MSCI) | 0% | 0.82% | 0.08% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 13.99% | 35.41% |
| Microsoft (MSFT) | 10.85% | 9.74% |
| Meta (META) | 8.28% | 7.57% |
| TSMC (TSM) | 4.81% | 5.47% |
| Vanguard S&P 500 Growth ETF (VOOG) | 5.98% | 5.23% |
| Amazon (AMZN) | 4.71% | 4.05% |
| Interactive Brokers (IBKR) | 3.62% | 3.26% |
| ACI Worldwide (ACIW) | 4.98% | 2.88% |
| AMD (AMD) | 4.92% | 2.57% |
| Oracle (ORCL) | 2.97% | 2.46% |
| Tower (TSEM) | 3.05% | 2.38% |
| Alphabet (GOOG) | 3.56% | 2.11% |
| ProShares UltraPro Short QQQ (SQQQ) | 2.63% | 1.75% |
| InterDigital (IDCC) | 1.47% | 1.43% |
| United Therapeutics (UTHR) | 1.95% | 1.3% |
| Arista (ANET) | 1.37% | 1.23% |
| Visa (V) | 1.85% | 1.17% |
| Insight Enterprises (NSIT.US) | 2.21% | 1.12% |
| SPDR S&P 500 ETF (SPY) | 1.57% | 1.08% |
| Palo Alto Networks (PANW) | 1.41% | 1.01% |
| Novo-Nordisk (NVO) | 2.39% | 0.95% |
| Applied Materials (AMAT) | 2.01% | 0.9% |
| Moody's (MCO) | 1.45% | 0.87% |
| Eli Lilly (LLY) | 1.3% | 0.71% |
| KLA (KLAC) | 1.28% | 0.7% |
| ASML (ASML.NV) | 1.47% | 0.68% |
| Synopsys (SNPS) | 1.37% | 0.67% |
| Universal Display (OLED) | 1.33% | 0.54% |