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Portfolio Diversification
Range
Most Diversified
28 instruments
December 17, 2024
Least Diversified
0 instruments
February 2, 2025
Average
18.2 instruments
Most Consistent Holdings
Top 5
NVDA99.47%
META93.84%
GOOG92.9%
MSFT87.69%
AMD77.09%
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) | 23.85% | 37.5% | 99.47% | - |
| Microsoft (MSFT) | 9.26% | 0% | 87.69% | 2/25/2026 |
 Tesla (TSLA) | 7.87% | 1.76% | 60.04% | - |
| Meta (META) | 6.05% | 0% | 93.84% | 6/12/2026 |
| Alphabet (GOOG) | 5.81% | 0% | 92.9% | 6/21/2026 |
| AMD (AMD) | 4.53% | 0% | 77.09% | 8/28/2025 |
 TSMC (TSM) | 3.9% | 8.4% | 67.85% | - |
 Vanguard S&P 500 Growth ETF (VOOG) | 3.26% | 4.67% | 64.42% | - |
 State Street Financial Select Sector SPDR ETF (XLF) | 2.42% | 0% | 27.24% | 7/14/2023 |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 2.34% | 0% | 34.93% | 9/11/2023 |
 Tower (TSEM) | 2.08% | 9.96% | 46.83% | - |
 Interactive Brokers Group (IBKR) | 1.99% | 5.39% | 54.83% | - |
 Ethereum (ETH) | 1.96% | 0% | 29.78% | 6/13/2023 |
 XRP (XRP) | 1.77% | 0% | 29.78% | 6/13/2023 |
 Amazon (AMZN) | 1.62% | 0% | 50.44% | 6/12/2026 |
 Adobe (ADBE) | 1.42% | 0% | 14.62% | 2/20/2024 |
 Bank of America (BAC) | 1.3% | 0% | 25.58% | 6/16/2023 |
 Intuit (INTU) | 1.17% | 0% | 18.53% | 6/10/2024 |
 Oracle (ORCL) | 0.98% | 0% | 38.48% | 1/16/2026 |
 Lam Research (LRCX) | 0.89% | 4.77% | 22.38% | - |
 KLA (KLAC) | 0.88% | 3.33% | 52.63% | - |
 Arista (ANET) | 0.74% | 2.64% | 48.49% | - |
 MagnaChip (MX) | 0.71% | 0% | 31.2% | 7/7/2023 |
 Apple (AAPL) | 0.66% | 0% | 28.83% | 6/12/2026 |
 Applied Materials (AMAT) | 0.65% | 3.5% | 41.86% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.64% | 12.84% | 5.15% | - |
 InterDigital (IDCC) | 0.6% | 0% | 32.33% | 1/16/2026 |
 ASML (ASML) | 0.52% | 0% | 13.03% | 1/24/2024 |
 Shiba (in millions) (SHIBxM) | 0.48% | 0% | 9.65% | 6/13/2022 |
 ACI Worldwide (ACIW) | 0.43% | 0% | 13.56% | 7/9/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 0.42% | 0% | 39.49% | 1/22/2026 |
 Visa (V) | 0.4% | 0% | 27% | 9/18/2025 |
 Cboe (CBOE) | 0.4% | 0% | 17.05% | 6/2/2026 |
 Insight Enterprises (NSIT.US) | 0.37% | 0% | 27.29% | 6/26/2025 |
 Palo Alto Networks (PANW) | 0.32% | 0% | 26.52% | 9/4/2025 |
 Caterpillar (CAT) | 0.3% | 2.39% | 13.62% | - |
 iShares MSCI India ETF (INDA) | 0.28% | 0% | 13.91% | 11/13/2024 |
 United Therapeutics (UTHR) | 0.27% | 0% | 21.97% | 7/23/2025 |
 Novo-Nordisk (NVO) | 0.26% | 0% | 18.18% | 1/21/2025 |
 Broadcom (AVGO) | 0.24% | 0% | 21.37% | 1/16/2026 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.21% | 0% | 14.74% | 1/5/2026 |
 ASML (ASML.NV) | 0.21% | 0% | 27.24% | 7/9/2025 |
 Verisk (VRSK) | 0.14% | 0% | 12.67% | 8/27/2025 |
 Berkshire Hathaway (BRK.B) | 0.13% | 0% | 7.52% | 9/19/2025 |
 Morgan Stanley (MS) | 0.12% | 0% | 4.85% | 5/4/2026 |
 Moody's (MCO) | 0.12% | 0% | 13.2% | 6/26/2025 |
 nVent (NVT) | 0.12% | 0% | 7.05% | 6/29/2026 |
 Cardano (ADA) | 0.12% | 0% | 29.54% | 6/9/2023 |
 Eli Lilly (LLY) | 0.12% | 0% | 14.51% | 2/13/2025 |
 Synopsys (SNPS) | 0.1% | 0% | 12.79% | 2/6/2025 |
 Fiserv (FISV) | 0.1% | 0% | 4.91% | 6/11/2024 |
 Polkadot (DOT) | 0.1% | 0% | 9.65% | 6/13/2022 |
 GE Vernova (GEV) | 0.08% | 1.67% | 4.68% | - |
 Universal Display (OLED) | 0.08% | 0% | 11.72% | 1/24/2025 |
 T. Rowe Price (TROW) | 0.08% | 0% | 4.8% | 6/11/2024 |
 Monster Beverage (MNST) | 0.07% | 0% | 7.46% | 5/4/2026 |
 Monolithic Power (MPWR) | 0.07% | 0% | 4.85% | 5/21/2026 |
 Crowdstrike (CRWD) | 0.07% | 0% | 3.91% | 5/5/2026 |
 AMSC (AMSC) | 0.06% | 0% | 4.26% | 5/11/2026 |
 Micron (MU) | 0.06% | 0% | 7.34% | 5/13/2026 |
 Xylem (XYL) | 0.05% | 0% | 3.79% | 5/4/2026 |
 Honeywell (HON) | 0.04% | 0% | 3.32% | 5/21/2024 |
 Samsara (IOT) | 0.04% | 0% | 1.36% | 3/21/2024 |
 O'Reilly Auto (ORLY) | 0.04% | 0% | 3.73% | 9/23/2025 |
 ON Semiconductor (ON) | 0.04% | 0% | 1.24% | 1/21/2022 |
 Take-Two (TTWO) | 0.04% | 0% | 3.61% | 10/28/2025 |
 Corning (GLW) | 0.04% | 0.8% | 4.68% | - |
 Marvell (MRVL) | 0.04% | 0% | 3.2% | 6/21/2026 |
 Waste Management (WM) | 0.03% | 0% | 3.08% | 9/11/2025 |
 Raytheon (RTX) | 0.03% | 0% | 3.08% | 9/11/2025 |
 F5 (FFIV) | 0.03% | 0% | 2.13% | 10/29/2025 |
 Okta (OKTA) | 0.03% | 0% | 2.43% | 8/25/2025 |
 Splunk Inc (SPLK) | 0.03% | 0% | 1.72% | 1/18/2024 |
 Marriott (MAR) | 0.03% | 0% | 2.19% | 8/28/2025 |
 dLocal (DLO) | 0.02% | 0% | 3.79% | 9/11/2025 |
 SoFi (SOFI) | 0.02% | 0% | 1.12% | 9/30/2025 |
 Linde (LIN) | 0.02% | 0% | 1.72% | 6/2/2026 |
 Flowserve (FLS) | 0.02% | 0% | 2.31% | 10/28/2025 |
 GigaCloud (GCT) | 0.02% | 0% | 2.19% | 3/18/2024 |
 Doximity (DOCS) | 0.02% | 0% | 2.07% | 10/28/2025 |
 Costco (COST) | 0.02% | 0% | 2.01% | 7/15/2024 |
 Hubbell (HUBB) | 0.01% | 0% | 3.85% | 5/4/2026 |
 ADP (ADP) | 0.01% | 0% | 0.89% | 7/24/2025 |
 JPMorgan (JPM) | 0.01% | 0% | 1.3% | 9/19/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.01% | 0% | 3.61% | 5/21/2024 |
 ProShares UltraPro Short S&P 500 (SPXU) | 0.01% | 0% | 2.07% | 10/28/2025 |
 Exelixis (EXEL) | 0.01% | 0% | 0.36% | 6/11/2026 |
 GameStop (GME) | 0.01% | 0% | 0.24% | 6/14/2024 |
 MicroStrategy (MSTR) | 0.01% | 0% | 0.24% | 1/20/2026 |
 Paychex (PAYX) | 0.01% | 0% | 0.47% | 4/9/2024 |
 Neurocrine Biosciences (NBIX) | 0.01% | 0% | 0.71% | 7/21/2025 |
 Krystal Biotech (KRYS) | 0% | 0% | 0.53% | 7/18/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 0% | 0% | 0.24% | 10/7/2025 |
 BlackRock (BLK) | 0% | 0% | 0.47% | 9/19/2025 |
 Charles Schwab (SCHW) | 0% | 0% | 0.65% | 9/30/2025 |
 SEI (SEIC) | 0% | 0% | 0.36% | 1/29/2026 |
 Analog Devices (ADI.US) | 0% | 0% | 0.18% | 3/21/2024 |
 MSCI (MSCI) | 0% | 0% | 0.41% | 7/30/2025 |
 Travelers (TRV) | 0% | 0% | 0.24% | 9/23/2025 |
 Direxion Daily Semiconductor Bear 3X ETF (SOXS) | 0% | 0% | 0.36% | 11/7/2025 |
 YieldMax MSTR Option Income Strategy ETF (MSTY) | 0% | 0% | 0.06% | 5/22/2026 |
 Cal-Maine Foods (CALM) | 0% | 0% | 0.06% | 8/28/2025 |
 Direxion Daily Junior Gold Miners Index Bear 2X ETF (JDST) | 0% | 0% | 0.06% | 10/9/2025 |
 Direxion Daily Gold Miners Index Bear 2X ETF (DUST) | 0% | 0% | 0.06% | 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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