Portfolio Diversification
Range
Most Diversified
29 instruments
April 8, 2025
Least Diversified
0 instruments
February 2, 2025
Average
11.9 instruments
Most Consistent Holdings
Top 5
TSM75.39%
AMD67.67%
NVDA63.81%
AXP59.47%
PDD48.97%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Microsoft (MSFT) | 11.38% | 0% | 48.49% | 2/14/2024 |
| NVIDIA (NVDA) | 9.49% | 1.83% | 63.81% | - |
| TSMC (TSM) | 7.72% | 0% | 75.39% | 9/26/2024 |
| AMD (AMD) | 7.02% | 0% | 67.67% | 7/24/2024 |
 Apple (AAPL) | 6.22% | 0% | 48.37% | 2/13/2024 |
| American Express (AXP) | 6.18% | 0% | 59.47% | 5/16/2024 |
 Sony (SONY) | 5.2% | 0% | 48.37% | 2/13/2024 |
 Alphabet (GOOG) | 3.8% | 6.72% | 44.87% | - |
| PDD Holdings (PDD) | 3.01% | 5.49% | 48.97% | - |
 Amazon (AMZN) | 2.91% | 5.74% | 44.87% | - |
 Adobe (ADBE) | 2.44% | 5.19% | 40.29% | - |
 Diamondback (FANG) | 1.65% | 3.47% | 40.29% | - |
 NXP (NXPI) | 1.52% | 4.26% | 30.4% | - |
 Autodesk (ADSK) | 1.46% | 0% | 21.71% | 11/15/2024 |
 RingCentral (RNG) | 1.29% | 0% | 25.57% | 12/17/2024 |
 Berkshire Hathaway (BRK.B) | 1.25% | 0% | 25.57% | 12/17/2024 |
 Howmet Aerospace (HWM) | 1.21% | 0% | 16.77% | 7/24/2024 |
 Kratos (KTOS) | 1.18% | 0% | 16.77% | 7/24/2024 |
 Diebold Nixdorf (DBD) | 1.09% | 4.74% | 24.37% | - |
 Apollo (APO) | 1.01% | 0% | 20.51% | 11/5/2024 |
 SkyWest (SKYW) | 0.99% | 0% | 20.51% | 11/5/2024 |
 Andersons (ANDE) | 0.93% | 3.68% | 24.37% | - |
 KKR (KKR) | 0.81% | 0% | 15.92% | 9/27/2024 |
 Zscaler (ZS) | 0.8% | 0% | 17.49% | 12/17/2024 |
 Woodward (WWD) | 0.79% | 0% | 8.56% | 5/16/2024 |
 BlackStone (BX) | 0.77% | 0% | 15.8% | 9/26/2024 |
 Perficient (PRFT) | 0.75% | 0% | 15.8% | 9/26/2024 |
 AAR Corp (AIR.US) | 0.72% | 0% | 8.56% | 5/16/2024 |
 Chevron (CVX) | 0.45% | 0% | 9.65% | 12/17/2024 |
 Valaris (VAL.US) | 0.43% | 1.42% | 24.37% | - |
 Cirrus Logic (CRUS) | 0.41% | 2.09% | 18.21% | - |
 Verint (VRNT) | 0.4% | 1.66% | 18.21% | - |
 Monday.com (MNDY) | 0.39% | 0% | 7.72% | 9/26/2024 |
 Synaptics (SYNA) | 0.39% | 1.62% | 18.21% | - |
 Goosehead Insurance (GSHD) | 0.37% | 0% | 8.2% | 7/25/2024 |
 DexCom (DXCM) | 0.36% | 2.13% | 16.04% | - |
 Schlumberger (SLB) | 0.34% | 2.07% | 16.04% | - |
 Occidental (OXY) | 0.34% | 2.12% | 14.72% | - |
 Qualcomm (QCOM) | 0.33% | 2.13% | 14.72% | - |
 Biogen (BIIB) | 0.32% | 1.83% | 16.04% | - |
 Amkor (AMKR) | 0.31% | 1.51% | 16.04% | - |
 Axcelis (ACLS) | 0.3% | 1.49% | 16.04% | - |
 Regeneron (REGN) | 0.3% | 1.87% | 14.72% | - |
 Coinbase (COIN) | 0.28% | 0% | 7.72% | 9/26/2024 |
 Bitcoin (BTC) | 0.23% | 16.27% | 1.45% | - |
 Gogo (GOGO) | 0.19% | 0% | 4.58% | 11/5/2024 |
 Expedia (EXPE) | 0.04% | 2.79% | 1.45% | - |
 NetApp (NTAP) | 0.04% | 2.78% | 1.45% | - |
 Valero (VLO) | 0.04% | 2.73% | 1.45% | - |
 Airbnb (ABNB) | 0.04% | 2.7% | 1.45% | - |
 DocuSign (DOCU) | 0.04% | 2.7% | 1.45% | - |
 Photronics (PLAB) | 0.04% | 2.56% | 1.45% | - |
 ScanSource (SCSC) | 0.04% | 2.63% | 1.45% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 6% | 7.46% |
| Amazon (AMZN) | 5.4% | 6.51% |
| Adobe (ADBE) | 6.43% | 5.92% |
| PDD Holdings (PDD) | 6.43% | 5.08% |
| NXP (NXPI) | 5.14% | 4.63% |
| Diebold Nixdorf (DBD) | 4.28% | 4.38% |
| Diamondback (FANG) | 4.29% | 3.69% |
| Andersons (ANDE) | 4.29% | 3.51% |
| Verint (VRNT) | 2.14% | 2.55% |
| Occidental (OXY) | 2.14% | 2.37% |
| Synaptics (SYNA) | 2.14% | 2.25% |
| Cirrus Logic (CRUS) | 2.14% | 2.18% |
| Amkor (AMKR) | 2.14% | 2.17% |
| NVIDIA (NVDA) | 2.14% | 2.17% |
| DexCom (DXCM) | 2.14% | 2.16% |
| Qualcomm (QCOM) | 2.14% | 2.14% |
| Regeneron (REGN) | 2.14% | 2.11% |
| Biogen (BIIB) | 2.14% | 2.11% |
| Axcelis (ACLS) | 2.14% | 2.08% |
| Schlumberger (SLB) | 2.14% | 2.02% |
| Valaris (VAL.US) | 2.14% | 1.77% |