Portfolio Diversification
Range
Most Diversified
29 instruments
April 8, 2025
Least Diversified
0 instruments
February 2, 2025
Average
12.8 instruments
Most Consistent Holdings
Top 5
TSM71.18%
NVDA65.83%
AMD63.9%
AXP56.15%
PDD51.82%
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 |
|---|---|---|---|---|
 Microsoft (MSFT) | 10.74% | 0% | 45.79% | 2/14/2024 |
| NVIDIA (NVDA) | 9.07% | 2.2% | 65.83% | - |
| TSMC (TSM) | 7.29% | 0% | 71.18% | 9/26/2024 |
| AMD (AMD) | 6.63% | 0% | 63.9% | 7/24/2024 |
 Apple (AAPL) | 5.87% | 0% | 45.67% | 2/13/2024 |
| American Express (AXP) | 5.83% | 0% | 56.15% | 5/16/2024 |
 Sony (SONY) | 4.91% | 0% | 45.67% | 2/13/2024 |
 Alphabet (GOOG) | 3.95% | 6.59% | 47.95% | - |
| PDD Holdings (PDD) | 3.16% | 5.07% | 51.82% | - |
 Amazon (AMZN) | 3.08% | 6.1% | 47.95% | - |
 Adobe (ADBE) | 2.59% | 5.33% | 43.62% | - |
 Diamondback (FANG) | 1.73% | 3.05% | 43.62% | - |
 NXP (NXPI) | 1.68% | 4.45% | 34.28% | - |
 Autodesk (ADSK) | 1.38% | 0% | 20.5% | 11/15/2024 |
 Diebold Nixdorf (DBD) | 1.3% | 4.89% | 28.59% | - |
 RingCentral (RNG) | 1.22% | 0% | 24.15% | 12/17/2024 |
 Bitcoin (BTC) | 1.19% | 17.29% | 6.95% | - |
 Berkshire Hathaway (BRK.B) | 1.18% | 0% | 24.15% | 12/17/2024 |
 Howmet Aerospace (HWM) | 1.14% | 0% | 15.83% | 7/24/2024 |
 Kratos (KTOS) | 1.12% | 0% | 15.83% | 7/24/2024 |
 Andersons (ANDE) | 1.05% | 2.88% | 28.59% | - |
 Apollo (APO) | 0.96% | 0% | 19.36% | 11/5/2024 |
 SkyWest (SKYW) | 0.93% | 0% | 19.36% | 11/5/2024 |
 KKR (KKR) | 0.77% | 0% | 15.03% | 9/27/2024 |
 Zscaler (ZS) | 0.75% | 0% | 16.51% | 12/17/2024 |
 Woodward (WWD) | 0.74% | 0% | 8.09% | 5/16/2024 |
 BlackStone (BX) | 0.72% | 0% | 14.92% | 9/26/2024 |
 Perficient (PRFT) | 0.71% | 0% | 14.92% | 9/26/2024 |
 AAR Corp (AIR.US) | 0.68% | 0% | 8.09% | 5/16/2024 |
 Cirrus Logic (CRUS) | 0.5% | 2.12% | 22.78% | - |
 Valaris (VAL.US) | 0.49% | 1.6% | 28.59% | - |
 Verint (VRNT) | 0.47% | 1.71% | 22.78% | - |
 Synaptics (SYNA) | 0.46% | 1.78% | 22.78% | - |
 DexCom (DXCM) | 0.46% | 2.32% | 20.73% | - |
 Occidental (OXY) | 0.43% | 1.96% | 19.48% | - |
 Chevron (CVX) | 0.43% | 0% | 9.11% | 12/17/2024 |
 Qualcomm (QCOM) | 0.42% | 2% | 19.48% | - |
 Schlumberger (SLB) | 0.42% | 1.72% | 20.73% | - |
 Biogen (BIIB) | 0.4% | 1.77% | 20.73% | - |
 Axcelis (ACLS) | 0.38% | 1.81% | 20.73% | - |
 Regeneron (REGN) | 0.38% | 1.41% | 19.48% | - |
 Amkor (AMKR) | 0.38% | 1.56% | 20.73% | - |
 Monday.com (MNDY) | 0.37% | 0% | 7.29% | 9/26/2024 |
 Goosehead Insurance (GSHD) | 0.35% | 0% | 7.74% | 7/25/2024 |
 Coinbase (COIN) | 0.26% | 0% | 7.29% | 9/26/2024 |
 NetApp (NTAP) | 0.2% | 3.07% | 6.95% | - |
 ScanSource (SCSC) | 0.19% | 2.96% | 6.95% | - |
 Valero (VLO) | 0.19% | 2.74% | 6.95% | - |
 DocuSign (DOCU) | 0.19% | 2.32% | 6.95% | - |
 Expedia (EXPE) | 0.19% | 2.8% | 6.95% | - |
 Gogo (GOGO) | 0.18% | 0% | 4.33% | 11/5/2024 |
 Photronics (PLAB) | 0.17% | 2.26% | 6.95% | - |
 Airbnb (ABNB) | 0.11% | 0% | 3.99% | 5/12/2025 |
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% |