Portfolio Diversification
Range
Most Diversified
46 instruments
January 10, 2023
Least Diversified
0 instruments
February 2, 2025
Average
29.3 instruments
Most Consistent Holdings
Top 5
MSFT97.79%
NVDA96.91%
TDOC69.39%
DDOG69.39%
PACB69.39%
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 |
|---|---|---|---|---|
 Ethereum (ETH) | 21.22% | 22.24% | 53.27% | - |
 SPDR Gold (GLD) | 4.78% | 23.24% | 53.13% | - |
 Bitcoin (BTC) | 3.63% | 2.69% | 53.27% | - |
 Solana (SOL) | 2.07% | 6% | 36.13% | - |
 Consumer Discret Select Sector SPDR (XLY) | 1.97% | 0% | 8.39% | 12/13/2023 |
| Microsoft (MSFT) | 1.7% | 0.54% | 97.79% | - |
 Apple (AAPL) | 1.23% | 0% | 36.94% | 7/10/2023 |
 Invesco QQQ (QQQ) | 1.19% | 14.13% | 16.56% | - |
 Alphabet (GOOG) | 1.16% | 0% | 39.51% | 8/22/2023 |
 Mastercard (MA) | 1.05% | 0% | 30.54% | 3/16/2023 |
| NVIDIA (NVDA) | 1.04% | 1.04% | 96.91% | - |
 Vulcan Materials (VMC) | 0.94% | 0% | 30.46% | 3/15/2023 |
 Citi (C) | 0.92% | 0% | 29.95% | 3/15/2023 |
 United Airlines (UAL) | 0.91% | 0% | 30.46% | 3/15/2023 |
 Wells Fargo (WFC) | 0.9% | 0% | 29.95% | 3/15/2023 |
 Verisk (VRSK) | 0.9% | 0% | 36.79% | 8/5/2024 |
 Palantir (PLTR) | 0.85% | 2.56% | 69.39% | - |
 Delta (DAL) | 0.85% | 0% | 30.46% | 3/15/2023 |
 Kinross Gold (KGC) | 0.82% | 0% | 38.63% | 4/7/2025 |
 Coinbase (COIN) | 0.82% | 4.98% | 43.27% | - |
 Kratos (KTOS) | 0.8% | 2.47% | 69.32% | - |
 Embraer (ERJ) | 0.78% | 0% | 30.61% | 3/17/2023 |
| Teladoc (TDOC) | 0.78% | 1.73% | 69.39% | - |
 Cadence (CDNS) | 0.77% | 0% | 29.36% | 1/2/2024 |
 Leggett & Platt (LEG) | 0.76% | 0% | 30.46% | 3/15/2023 |
 Mohawk (MHK) | 0.75% | 0% | 30.46% | 3/15/2023 |
 Intuitive Surgical (ISRG) | 0.74% | 0.39% | 68.29% | - |
 Alaska Air (ALK) | 0.73% | 0% | 30.46% | 3/15/2023 |
 Las Vegas Sands (LVS) | 0.72% | 0% | 30.46% | 3/15/2023 |
 Levi's (LEVI) | 0.72% | 0% | 30.54% | 3/16/2023 |
 Vertex (VRTX) | 0.72% | 0% | 18.69% | 12/11/2023 |
 Charter (CHTR) | 0.69% | 0% | 28.55% | 3/27/2023 |
 BorgWarner (BWA) | 0.69% | 0% | 30.46% | 3/15/2023 |
 Adobe (ADBE) | 0.66% | 0% | 46.21% | 12/14/2023 |
 Fortinet (FTNT) | 0.66% | 1.41% | 37.75% | - |
 Illumina (ILMN) | 0.66% | 0% | 35.91% | 8/5/2024 |
 Barrick (B) | 0.65% | 0% | 35.76% | 2/26/2025 |
| Pacific Biosciences (PACB) | 0.63% | 0.98% | 69.39% | - |
 Norwegian Cruise Line (NCLH) | 0.62% | 0% | 30.54% | 3/16/2023 |
 Abbott (ABT) | 0.59% | 0% | 26.34% | 3/27/2023 |
 American Airlines (AAL) | 0.58% | 0% | 30.46% | 3/15/2023 |
 Wynn Resorts (WYNN) | 0.57% | 0% | 35.25% | 2/9/2024 |
 Starbucks (SBUX) | 0.57% | 0% | 25.83% | 3/15/2023 |
 Thermo Fisher (TMO) | 0.55% | 0% | 26.2% | 3/29/2023 |
 Burlington (BURL) | 0.53% | 0% | 30.61% | 3/17/2023 |
 MongoDB (MDB) | 0.5% | 0.2% | 69.24% | - |
 Intellia (NTLA) | 0.48% | 0% | 36.94% | 8/5/2024 |
 Gap (GAP) | 0.47% | 0% | 30.46% | 3/15/2023 |
 Urban Outfitters (URBN) | 0.46% | 0% | 30.46% | 3/15/2023 |
 EA (EA) | 0.46% | 0% | 10.3% | 8/3/2023 |
 Salesforce (CRM) | 0.46% | 0% | 16.11% | 10/25/2023 |
 Danaher (DHR) | 0.45% | 0% | 26.05% | 3/27/2023 |
 CBRE (CBRE) | 0.45% | 0% | 24.58% | 3/15/2023 |
 Nordstrom (JWN) | 0.44% | 0% | 30.54% | 3/16/2023 |
| Datadog (DDOG) | 0.44% | 0.23% | 69.39% | - |
 Revvity (RVTY) | 0.43% | 0% | 24.72% | 3/17/2023 |
 Iridium (IRDM) | 0.42% | 0% | 21.12% | 1/2/2024 |
 IQVIA (IQV) | 0.41% | 0% | 23.4% | 3/15/2023 |
 Disney (DIS) | 0.41% | 0% | 25.97% | 3/17/2023 |
 Copart (CPRT) | 0.41% | 0% | 25.68% | 3/23/2023 |
 Palo Alto Networks (PANW) | 0.39% | 0% | 11.26% | 8/18/2023 |
 Zebra (ZBRA) | 0.37% | 0% | 25.53% | 3/27/2023 |
 Analog Devices (ADI) | 0.36% | 0% | 11.11% | 8/16/2023 |
 Schrodinger (SDGR) | 0.36% | 0% | 19.79% | 12/14/2023 |
 Ulta (ULTA) | 0.36% | 0% | 12.73% | 3/16/2023 |
 Charles River Labs (CRL) | 0.36% | 0% | 24.94% | 3/15/2023 |
 American Express (AXP) | 0.35% | 0% | 11.18% | 12/13/2023 |
 Okta (OKTA) | 0.35% | 0% | 21.04% | 1/2/2024 |
 Zoom (ZM) | 0.33% | 0% | 19.21% | 12/6/2023 |
 Qorvo (QRVO) | 0.32% | 0% | 24.94% | 3/15/2023 |
 Workday (WDAY) | 0.32% | 0% | 11.41% | 8/18/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.31% | 0% | 9.42% | 8/3/2023 |
 PulteGroup (PHM) | 0.3% | 0% | 25.24% | 3/17/2023 |
 Best Buy (BBY) | 0.3% | 0% | 10.3% | 12/1/2023 |
 Meta (META) | 0.29% | 0% | 11.26% | 8/16/2023 |
 Snowflake (SNOW) | 0.28% | 0% | 16.11% | 10/25/2023 |
 Paycom (PAYC) | 0.27% | 0% | 10.15% | 8/3/2023 |
 SVB (SIVBQ) | 0.26% | 0% | 25.68% | 3/29/2023 |
 Discover (DFS) | 0.26% | 0% | 10.3% | 12/1/2023 |
 Amazon (AMZN) | 0.24% | 0% | 8.54% | 7/10/2023 |
 Nike (NKE) | 0.24% | 0% | 11.18% | 12/13/2023 |
 Crowdstrike (CRWD) | 0.24% | 0% | 11.33% | 8/17/2023 |
 CarMax (KMX) | 0.23% | 0% | 10.67% | 12/6/2023 |
 AMD (AMD) | 0.23% | 0% | 8.54% | 7/10/2023 |
 NXP (NXPI) | 0.23% | 0% | 7.95% | 7/10/2023 |
 Kraft Heinz (KHC) | 0.19% | 0% | 4.78% | 3/7/2022 |
 Catalent (CTLT) | 0.19% | 0% | 11.18% | 8/19/2022 |
 Whirlpool (WHR) | 0.19% | 0% | 8.54% | 12/1/2023 |
 UiPath (PATH) | 0.19% | 0% | 13.17% | 9/15/2023 |
 AES (AES) | 0.19% | 0% | 7.73% | 1/5/2023 |
 Airbnb (ABNB) | 0.18% | 0% | 8.46% | 7/10/2023 |
 Caterpillar (CAT) | 0.18% | 0% | 5.3% | 3/14/2022 |
 PDD Holdings (PDD) | 0.18% | 0% | 10.82% | 8/18/2023 |
 Newell Brands (NWL) | 0.18% | 0% | 10.6% | 12/1/2023 |
 Skechers (SKX) | 0.17% | 0% | 11.18% | 12/13/2023 |
 Abercrombie & Fitch (ANF) | 0.17% | 0% | 30.46% | 3/15/2023 |
 Leidos (LDOS) | 0.17% | 0% | 5.89% | 3/22/2022 |
 BD (BDX) | 0.17% | 0% | 4.78% | 2/9/2024 |
 KLA (KLAC) | 0.17% | 0% | 12.51% | 9/7/2022 |
 People's United Financial Inc (PBCT) | 0.16% | 0% | 4.05% | 2/24/2022 |
 Ally (ALLY) | 0.15% | 0% | 11.18% | 12/13/2023 |
 LyondellBasell (LYB) | 0.15% | 0% | 4.78% | 3/7/2022 |
 H&M (HM-B.ST) | 0.14% | 0% | 9.49% | 12/14/2023 |
 M&T Bank (MTB) | 0.14% | 0% | 4.05% | 2/24/2022 |
 Etsy (ETSY) | 0.14% | 0% | 8.54% | 7/10/2023 |
 Global X Uranium ETF (URA) | 0.11% | 0% | 7.87% | 2/9/2024 |
 Dave & Buster's (PLAY) | 0.11% | 0% | 4.78% | 3/7/2022 |
 Ralph Lauren (RL) | 0.1% | 0% | 5.52% | 3/17/2022 |
 Nucor (NUE) | 0.1% | 0% | 4.42% | 3/1/2022 |
 Cigna (CI) | 0.1% | 0% | 4.78% | 2/9/2024 |
 Tesla (TSLA) | 0.09% | 1.47% | 10.15% | - |
 Zions (ZION) | 0.09% | 0% | 10.67% | 12/6/2023 |
 Bank of Hawaii (BOH) | 0.09% | 0% | 10.67% | 12/6/2023 |
 U.S. Steel (X) | 0.08% | 0% | 4.64% | 3/4/2022 |
 Omnicom (OMC) | 0.08% | 0% | 4.71% | 3/16/2023 |
 Southern Copper (SCCO) | 0.08% | 0% | 3.83% | 3/7/2022 |
 Hess (HES) | 0.08% | 0% | 2.8% | 2/7/2022 |
 UHS (UHS) | 0.07% | 0% | 4.64% | 3/15/2023 |
 Avery Dennison (AVY) | 0.07% | 0% | 4.34% | 5/12/2022 |
 Ishares Russell 2000 ETF (IWM) | 0.07% | 2.09% | 3.61% | - |
 Zscaler (ZS) | 0.06% | 0% | 2.5% | 1/17/2024 |
 Boeing (BA) | 0.06% | 0% | 4.78% | 3/17/2023 |
 NOV (NOV) | 0.05% | 0% | 2.58% | 2/4/2022 |
 Oshkosh (OSK) | 0.05% | 0% | 1.99% | 1/27/2022 |
 Verizon (VZ) | 0.05% | 0% | 1.62% | 2/4/2022 |
 Energy Transfer (ET) | 0.05% | 0% | 2.94% | 2/22/2022 |
 Toyota (TM) | 0.04% | 0% | 2.13% | 4/7/2022 |
 Avalanche (AVAX) | 0.04% | 0.78% | 3.24% | - |
 Brookfield Infrastructure (BIP) | 0.03% | 0% | 0.96% | 1/13/2022 |
 Hasbro (HAS) | 0.02% | 0% | 0.74% | 1/10/2022 |
 Coupa Software Inc (COUP) | 0.02% | 0% | 3.68% | 3/1/2023 |
 Crown Castle (CCI) | 0.01% | 0% | 0.37% | 1/5/2022 |
 Block Inc. (XYZ) | 0.01% | 0% | 0.59% | 3/23/2023 |
 Take-Two (TTWO) | 0.01% | 0% | 0.37% | 1/5/2022 |
 First Solar (FSLR) | 0% | 0% | 0.15% | 9/9/2022 |
 Grail Inc (GRAL) | 0% | 0% | 2.94% | 8/5/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Ethereum (ETH) | 52.09% | 55.48% |
| SPDR Gold (GLD) | 6.31% | 6.62% |
| Solana (SOL) | 6.42% | 6.39% |
| Bitcoin (BTC) | 2.52% | 5.16% |
| Kinross Gold (KGC) | 1.55% | 2.03% |
| Barrick (B) | 1.89% | 1.38% |
| Coinbase (COIN) | 1.05% | 1.27% |
| Teladoc (TDOC) | 1.87% | 0.62% |
| Palantir (PLTR) | 0.05% | 0.37% |
| Pacific Biosciences (PACB) | 1.92% | 0.32% |
| NVIDIA (NVDA) | 0.05% | 0.27% |
| Kratos (KTOS) | 0.15% | 0.25% |
| Microsoft (MSFT) | 0.12% | 0.15% |
| Intuitive Surgical (ISRG) | 0.08% | 0.13% |
| Datadog (DDOG) | 0.04% | 0.07% |
| MongoDB (MDB) | 0.05% | 0.05% |