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Portfolio Diversification
Range
Most Diversified
37 instruments
July 3, 2026
Least Diversified
0 instruments
February 2, 2025
Average
20.6 instruments
Most Consistent Holdings
Top 5
MSFT99.19%
OXY99.19%
GOOGL99.19%
AMZN98.89%
META98.22%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOGL) | 9.46% | 4.19% | 99.19% | - |
| Microsoft (MSFT) | 8.44% | 1.58% | 99.19% | - |
| Amazon (AMZN) | 6.14% | 3.27% | 98.89% | - |
 Micron (MU) | 6.01% | 8.24% | 77.04% | - |
| Meta (META) | 5.37% | 4.1% | 98.22% | - |
 Tesla (TSLA) | 4.32% | 3.31% | 68.81% | - |
| Occidental (OXY) | 4.2% | 1.18% | 99.19% | - |
 AMD (AMD) | 4.13% | 8.8% | 61.19% | - |
 Palantir (PLTR) | 4.05% | 4.63% | 68.22% | - |
 NVIDIA (NVDA) | 3.57% | 4.73% | 68% | - |
 ASML (ASML) | 3.35% | 5.41% | 51.85% | - |
 Hims & Hers (HIMS) | 3.16% | 4.23% | 55.48% | - |
 Procter & Gamble (PG) | 3.07% | 0% | 53.11% | 8/4/2025 |
 Berkshire Hathaway (BRK.B) | 2.56% | 0% | 30.37% | 2/22/2024 |
 Brookfield (BN.US) | 1.96% | 1.8% | 55.19% | - |
 Duolingo (DUOL) | 1.84% | 3.74% | 38.74% | - |
 Howard Hughes (HHH) | 1.78% | 0% | 41.63% | 9/9/2025 |
 Graco (GGG) | 1.75% | 0% | 20% | 4/24/2024 |
 Rocket Lab (RKLB) | 1.73% | 2.59% | 47.41% | - |
 Ishares Russell 2000 ETF (IWM) | 1.37% | 0% | 21.48% | 12/16/2024 |
 PayPal (PYPL) | 1.26% | 0% | 41.04% | 6/11/2026 |
 MercadoLibre (MELI) | 1.16% | 1.55% | 51.33% | - |
 Spotify (SPOT) | 1.11% | 0% | 48.52% | 6/12/2026 |
 Nebius Group NV (NBIS) | 1.06% | 4.81% | 29.63% | - |
 Broadridge (BR) | 0.98% | 0% | 12.67% | 7/25/2023 |
 Apple (AAPL) | 0.96% | 0% | 18.52% | 9/17/2024 |
 Lockheed Martin (LMT) | 0.94% | 0% | 25.56% | 5/30/2024 |
 Cameco (CCJ) | 0.84% | 1.62% | 27.93% | - |
 Supermicro (SMCI) | 0.78% | 0% | 20.44% | 2/20/2024 |
 Vistra (VST) | 0.72% | 2.01% | 29.7% | - |
 Intuitive Surgical (ISRG) | 0.7% | 0% | 32.07% | 9/5/2025 |
 SoFi (SOFI) | 0.56% | 0% | 31.93% | 2/23/2026 |
 AbCellera (ABCL) | 0.53% | 4.5% | 24.07% | - |
 Leonardo DRS (DRS) | 0.52% | 0% | 20.52% | 10/27/2025 |
 iShares MSCI India ETF (INDA) | 0.51% | 0% | 10.81% | 6/5/2024 |
 Aehr (AEHR) | 0.48% | 2.14% | 32.37% | - |
 Waters (WAT) | 0.47% | 0% | 16.44% | 7/24/2024 |
 AST SpaceMobile (ASTS) | 0.45% | 0% | 17.48% | 6/12/2026 |
 MAA (MAA) | 0.42% | 0% | 13.19% | 2/24/2025 |
 Global X MSCI Argentina ETF (ARGT) | 0.4% | 0% | 22.59% | 9/16/2025 |
 Expedia (EXPE) | 0.36% | 0% | 8.59% | 8/19/2024 |
 Wise (WISE.L) | 0.34% | 0.73% | 30.52% | - |
 MongoDB (MDB) | 0.31% | 0% | 34.67% | 4/22/2026 |
 Murphy USA (MUSA) | 0.29% | 0% | 15.93% | 8/7/2023 |
 Caterpillar (CAT) | 0.28% | 1.43% | 16.07% | - |
 Rubrik Inc (RBRK) | 0.24% | 0% | 14.74% | 6/9/2026 |
 Lemonade (LMND) | 0.17% | 0.53% | 19.85% | - |
 Broadcom (AVGO) | 0.16% | 2.3% | 6.07% | - |
 S&P Global (SPGI) | 0.15% | 1.91% | 7.19% | - |
 ImmunityBio (IBRX) | 0.15% | 1.33% | 11.26% | - |
 Celanese (CE) | 0.14% | 0% | 6.89% | 4/12/2024 |
 ExxonMobil (XOM) | 0.13% | 0% | 9.93% | 8/28/2026 |
 MSCI (MSCI) | 0.12% | 1.75% | 6.44% | - |
 Bitcoin (BTC) | 0.12% | 0% | 5.63% | 1/8/2024 |
 ARM (ARM) | 0.11% | 1.54% | 7.33% | - |
 Insmed (INSM) | 0.1% | 1.34% | 7.78% | - |
 iShares Physical Gold ETC (PPFB.DE) | 0.1% | 0% | 4.44% | 10/22/2025 |
 IBM (IBM) | 0.1% | 1.46% | 6.07% | - |
 UnitedHealth (UNH) | 0.1% | 0% | 3.85% | 10/6/2025 |
 Factset Research Systems Inc. (FDS.RTH) | 0.09% | 1.79% | 4.81% | - |
 Qualcomm (QCOM) | 0.09% | 1.23% | 7.26% | - |
 LSE (LSEG.L) | 0.08% | 1.41% | 4.81% | - |
 Lam Research (LRCX) | 0.06% | 0% | 2.59% | 11/26/2024 |
 IBM (IBM.RTH) | 0.06% | 1.1% | 5.04% | - |
 D-Wave (QBTS) | 0.05% | 0% | 5.19% | 7/15/2026 |
 Ionq (IONQ) | 0.05% | 0% | 4.89% | 7/10/2026 |
 Rigetti (RGTI) | 0.04% | 0% | 4.81% | 7/10/2026 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.03% | 0% | 2.37% | 2/13/2026 |
 NuScale Power (SMR) | 0.03% | 0% | 3.41% | 12/22/2025 |
 iShares Silver Trust (SLV) | 0.01% | 0% | 1.7% | 10/22/2025 |
 Mobility Global Inc -W (MBGL) | 0.01% | 0.09% | 5.85% | - |
 Crowdstrike (CRWD) | 0% | 0% | 0.44% | 4/22/2026 |
 Palo Alto Networks (PANW) | 0% | 0% | 0.44% | 4/22/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AMD (AMD) | 4.9% | 6.83% |
| Alphabet (GOOGL) | 3.87% | 6.56% |
| Palantir (PLTR) | 4.26% | 6.5% |
| NVIDIA (NVDA) | 4.7% | 6.1% |
| ASML (ASML) | 5.53% | 5.93% |
| Rocket Lab (RKLB) | 3.39% | 5.87% |
| Tesla (TSLA) | 3.36% | 5.72% |
| Duolingo (DUOL) | 10.48% | 5.59% |
| Amazon (AMZN) | 4.93% | 5% |
| Hims & Hers (HIMS) | 5.24% | 4.35% |
| Micron (MU) | 1.97% | 3.9% |
| Meta (META) | 3.63% | 3.77% |
| PayPal (PYPL) | 5.45% | 3.19% |
| Brookfield (BN.US) | 3.01% | 3.13% |
| AST SpaceMobile (ASTS) | 3.51% | 2.64% |
| Occidental (OXY) | 4.42% | 2.51% |
| MercadoLibre (MELI) | 3.27% | 2.48% |
| Nebius Group NV (NBIS) | 3.06% | 2.48% |
| Microsoft (MSFT) | 1.92% | 2.2% |
| SoFi (SOFI) | 1.39% | 2.09% |
| Rubrik Inc (RBRK) | 2.51% | 2.09% |
| Spotify (SPOT) | 1.71% | 1.89% |
| Vistra (VST) | 2.99% | 1.84% |
| AbCellera (ABCL) | 2.99% | 1.75% |
| Lemonade (LMND) | 1.71% | 1.13% |
| Wise (WISE.L) | 1.62% | 1.1% |
| MongoDB (MDB) | 0.75% | 0.95% |
| Aehr (AEHR) | 1.13% | 0.64% |
Cash & Instruments Over Time
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