Portfolio Diversification
Range
Most Diversified
22 instruments
December 12, 2024
Least Diversified
0 instruments
February 2, 2025
Average
10.9 instruments
Most Consistent Holdings
Top 5
TSM83%
AMD74.5%
AXP65.47%
NVDA60.16%
MSFT53.39%
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) | 12.52% | 0% | 53.39% | 2/14/2024 |
| NVIDIA (NVDA) | 10.25% | 0% | 60.16% | 2/1/2025 |
| TSMC (TSM) | 8.5% | 0% | 83% | 9/26/2024 |
| AMD (AMD) | 7.73% | 0% | 74.5% | 7/24/2024 |
 Apple (AAPL) | 6.85% | 0% | 53.25% | 2/13/2024 |
| American Express (AXP) | 6.8% | 0% | 65.47% | 5/16/2024 |
 Sony (SONY) | 5.72% | 0% | 53.25% | 2/13/2024 |
 Alphabet (GOOG) | 3.48% | 0% | 39.31% | 2/1/2025 |
 PDD Holdings (PDD) | 2.69% | 0% | 43.82% | 2/1/2025 |
 Amazon (AMZN) | 2.58% | 0% | 39.31% | 2/1/2025 |
 Adobe (ADBE) | 2.12% | 0% | 34.26% | 2/1/2025 |
 Autodesk (ADSK) | 1.61% | 0% | 23.9% | 11/15/2024 |
 Diamondback (FANG) | 1.47% | 0% | 34.26% | 2/1/2025 |
 RingCentral (RNG) | 1.42% | 0% | 28.15% | 12/17/2024 |
 Berkshire Hathaway (BRK.B) | 1.38% | 0% | 28.15% | 12/17/2024 |
 Howmet Aerospace (HWM) | 1.33% | 0% | 18.46% | 7/24/2024 |
 Kratos (KTOS) | 1.3% | 0% | 18.46% | 7/24/2024 |
 NXP (NXPI) | 1.2% | 0% | 23.37% | 2/1/2025 |
 Apollo (APO) | 1.12% | 0% | 22.58% | 11/5/2024 |
 SkyWest (SKYW) | 1.09% | 0% | 22.58% | 11/5/2024 |
 KKR (KKR) | 0.9% | 0% | 17.53% | 9/27/2024 |
 Zscaler (ZS) | 0.88% | 0% | 19.26% | 12/17/2024 |
 Woodward (WWD) | 0.87% | 0% | 9.43% | 5/16/2024 |
 BlackStone (BX) | 0.84% | 0% | 17.4% | 9/26/2024 |
 Perficient (PRFT) | 0.83% | 0% | 17.4% | 9/26/2024 |
 AAR Corp (AIR.US) | 0.79% | 0% | 9.43% | 5/16/2024 |
 Diebold Nixdorf (DBD) | 0.75% | 0% | 16.73% | 2/1/2025 |
 Andersons (ANDE) | 0.65% | 0% | 16.73% | 2/1/2025 |
 Chevron (CVX) | 0.5% | 0% | 10.62% | 12/17/2024 |
 Monday.com (MNDY) | 0.43% | 0% | 8.5% | 9/26/2024 |
 Goosehead Insurance (GSHD) | 0.4% | 0% | 9.03% | 7/25/2024 |
 Valaris (VAL.US) | 0.32% | 0% | 16.73% | 2/1/2025 |
 Coinbase (COIN) | 0.31% | 0% | 8.5% | 9/26/2024 |
 Verint (VRNT) | 0.24% | 0% | 9.96% | 2/1/2025 |
 Synaptics (SYNA) | 0.23% | 0% | 9.96% | 2/1/2025 |
 Cirrus Logic (CRUS) | 0.22% | 0% | 9.96% | 2/1/2025 |
 Gogo (GOGO) | 0.21% | 0% | 5.05% | 11/5/2024 |
 DexCom (DXCM) | 0.17% | 0% | 7.57% | 2/1/2025 |
 Amkor (AMKR) | 0.16% | 0% | 7.57% | 2/1/2025 |
 Axcelis (ACLS) | 0.16% | 0% | 7.57% | 2/1/2025 |
 Schlumberger (SLB) | 0.16% | 0% | 7.57% | 2/1/2025 |
 Biogen (BIIB) | 0.15% | 0% | 7.57% | 2/1/2025 |
 Occidental (OXY) | 0.14% | 0% | 6.11% | 2/1/2025 |
 Qualcomm (QCOM) | 0.14% | 0% | 6.11% | 2/1/2025 |
 Regeneron (REGN) | 0.13% | 0% | 6.11% | 2/1/2025 |
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% |