Portfolio Diversification
Range
Most Diversified
11 instruments
June 1, 2024
Least Diversified
1 instruments
September 1, 2023
Average
8 instruments
Most Consistent Holdings
Top 5
SPY100%
MDB75.29%
IONQ73.42%
RIVN67.82%
RKLB66.52%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since September 1, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Rocket Lab (RKLB) | 18.11% | 48.47% | 66.52% | - |
| SPDR S&P 500 ETF (SPY) | 15.13% | 4.52% | 100% | - |
| Ionq (IONQ) | 11.6% | 12.13% | 73.42% | - |
 NVIDIA (NVDA) | 7.57% | 0% | 20.55% | 2/23/2024 |
| MongoDB (MDB) | 6.11% | 6.1% | 75.29% | - |
 Nike (NKE) | 4.67% | 12.31% | 49.71% | - |
| Rivian (RIVN) | 4.22% | 0% | 67.82% | 5/19/2025 |
 Alibaba (BABA) | 3.75% | 0% | 31.9% | 11/7/2024 |
 Alphabet (GOOG) | 3.15% | 8.99% | 43.1% | - |
 Microsoft (MSFT) | 3.13% | 0% | 45.11% | 7/17/2025 |
 Linde (LIN) | 2.17% | 0% | 29.89% | 9/24/2024 |
 Uber (UBER) | 1.95% | 0% | 32.9% | 5/13/2025 |
 MercadoLibre (MELI) | 1.9% | 0% | 23.85% | 8/9/2024 |
 First Solar (FSLR) | 1.85% | 0% | 15.09% | 9/18/2024 |
 Tesla (TSLA) | 1.77% | 0% | 11.93% | 6/11/2024 |
 IBM (IBM) | 1.77% | 0% | 5.32% | 12/6/2023 |
 Volkswagen (VOW3.DE) | 1.65% | 0% | 5.89% | 1/30/2024 |
 Novo Nordisk (NOVO-B.CO) | 1.4% | 6.69% | 32.47% | - |
 Amazon (AMZN) | 1.15% | 0% | 15.37% | 12/6/2024 |
 Spotify (SPOT) | 0.88% | 0% | 8.91% | 8/1/2024 |
 BlackRock (BLK) | 0.82% | 0% | 11.06% | 7/18/2024 |
 Pampa Energia (PAM) | 0.58% | 0% | 6.75% | 11/6/2024 |
 GitLab (GTLB) | 0.46% | 0% | 6.18% | 11/7/2024 |
 TSMC (TSM) | 0.46% | 0% | 3.3% | 3/7/2024 |
 Xiaomi (1810.HK) | 0.39% | 0% | 5.17% | 9/25/2024 |
 Netflix (NFLX) | 0.33% | 0% | 4.6% | 8/20/2024 |
 Philip Morris (PM) | 0.25% | 0% | 7.04% | 2/6/2025 |
 BYD (01211.HK) | 0.1% | 0% | 1.72% | 7/22/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Rocket Lab (RKLB) | 8.51% | 33.48% |
| Ionq (IONQ) | 5.91% | 17.13% |
| MongoDB (MDB) | 17.28% | 8.25% |
| Nike (NKE) | 10.66% | 6.27% |
| SPDR S&P 500 ETF (SPY) | 7.73% | 5.47% |
| Alphabet (GOOG) | 7.93% | 5.39% |
| Uber (UBER) | 9.77% | 4.88% |
| Philip Morris (PM) | 5.83% | 3.53% |
| Microsoft (MSFT) | 4.64% | 2.94% |
| Novo Nordisk (NOVO-B.CO) | 4.15% | 2.12% |
| Rivian (RIVN) | 3.89% | 2.03% |