Portfolio Diversification
Range
Most Diversified
17 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
12.8 instruments
Most Consistent Holdings
Top 5
GOOG99.91%
META99.91%
DIS99.91%
BABA99.91%
DBX99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 12.79% | 15.57% | 99.91% | - |
 Prog Holdings (PRG) | 9.01% | 9.37% | 99.91% | - |
| Alibaba (BABA) | 8.81% | 9.83% | 99.91% | - |
 Hello Group (MOMO) | 8.51% | 5.72% | 99.91% | - |
 Smith & Wesson (SWBI) | 8.32% | 7.11% | 99.91% | - |
 JD.com (JD.US) | 7.84% | 13.94% | 99.91% | - |
| Alphabet (GOOG) | 7.5% | 10.62% | 99.91% | - |
 Warner Bros Discovery (WBD) | 7.23% | 8.11% | 91.3% | - |
 Foot Locker (FL) | 6.25% | 3.01% | 99.91% | - |
| Dropbox (DBX) | 6.06% | 8.78% | 99.91% | - |
| Disney (DIS) | 5.81% | 7.03% | 99.91% | - |
 Atos (ATO.PA) | 5.78% | 0% | 73.63% | 6/13/2024 |
 Jack in the Box (JACK) | 1.87% | 0% | 47.01% | 7/31/2023 |
 Visa (V) | 1.12% | 0% | 18.86% | 8/12/2022 |
 Amazon (AMZN) | 0.75% | 0% | 19.62% | 8/22/2022 |
 Discovery Inc (DISCA) | 0.6% | 0% | 8.62% | 4/12/2022 |
 Microsoft (MSFT) | 0.36% | 0% | 5.38% | 3/4/2022 |
 Sprouts (SFM) | 0.16% | 0% | 5.2% | 3/2/2022 |
 YPF (YPF) | 0.04% | 0.71% | 6.91% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 7.42% | 17.11% |
| JD.com (JD.US) | 14.14% | 11.74% |
| Prog Holdings (PRG) | 7.49% | 11.12% |
| Alphabet (GOOG) | 4.66% | 9.07% |
| Warner Bros Discovery (WBD) | 14.04% | 8.94% |
| Dropbox (DBX) | 7.02% | 8.2% |
| Disney (DIS) | 8.14% | 7.79% |
| Hello Group (MOMO) | 8.62% | 7.72% |
| Smith & Wesson (SWBI) | 9.36% | 6.47% |
| Alibaba (BABA) | 10.77% | 6.46% |
| Foot Locker (FL) | 7.49% | 4.64% |