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Portfolio Diversification
Range
Most Diversified
15 instruments
October 12, 2024
Least Diversified
0 instruments
May 27, 2023
Average
5.1 instruments
Most Consistent Holdings
Top 5
FINV25.02%
PYPL21.11%
PAYO17.9%
PODD17.55%
RMD17.2%
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 |
|---|---|---|---|---|
| FinVolution (FINV) | 4.09% | 0% | 25.02% | 7/16/2025 |
 Royalty Pharma (RPRX) | 2.69% | 0% | 15.03% | 7/16/2025 |
 Berkshire Hathaway (BRK.B) | 1.74% | 0% | 7.12% | 8/31/2023 |
| Payoneer (PAYO) | 1.6% | 0% | 17.9% | 3/7/2025 |
| PayPal (PYPL) | 1.42% | 0% | 21.11% | 2/24/2025 |
 Fresh Del Monte (FDP) | 1.26% | 0% | 16.68% | 2/28/2025 |
| Insulet (PODD) | 1.23% | 0% | 17.55% | 4/4/2025 |
 ICL Group (ICL) | 1.21% | 0% | 11.29% | 5/27/2025 |
 Kornit (KRNT) | 1.1% | 0% | 14.51% | 2/28/2025 |
| ResMed (RMD) | 1.09% | 0% | 17.2% | 3/17/2025 |
 Suncorp (SUN.ASX) | 0.94% | 0% | 10.95% | 12/19/2023 |
 Omnicell (OMCL) | 0.9% | 0% | 14.51% | 2/24/2025 |
 Sunrun (RUN) | 0.8% | 0% | 5.39% | 9/30/2025 |
 Macy's (M) | 0.77% | 0% | 6.78% | 1/26/2026 |
 Doximity (DOCS) | 0.77% | 0% | 8.43% | 11/18/2024 |
 Apple (AAPL) | 0.73% | 0% | 4.43% | 2/24/2023 |
 Plug Power (PLUG) | 0.72% | 0% | 5.3% | 10/31/2025 |
 Douglas Emmett (DEI) | 0.71% | 0% | 10.25% | 1/10/2025 |
 Amedisys (AMED) | 0.7% | 0% | 8.43% | 11/18/2024 |
 Invesco (IVZ.US) | 0.7% | 0% | 10.51% | 8/29/2025 |
 Pfizer (PFE) | 0.65% | 0% | 4.52% | 2/20/2026 |
 Williams (WMB) | 0.64% | 0% | 3.39% | 3/6/2026 |
 Kinder Morgan (KMI) | 0.64% | 0% | 3.39% | 3/6/2026 |
 Petrobras (PBR) | 0.62% | 0% | 3.21% | 3/6/2026 |
 Generac (GNRC) | 0.61% | 0% | 10.17% | 2/5/2025 |
 UiPath (PATH) | 0.61% | 0% | 4.87% | 12/1/2025 |
 Cleveland-Cliffs (CLF.US) | 0.6% | 0% | 5.3% | 10/31/2025 |
 OneMain (OMF) | 0.58% | 0% | 4.78% | 1/26/2026 |
 Lennar (LEN) | 0.53% | 0% | 5.39% | 5/26/2023 |
 Albemarle (ALB) | 0.53% | 0% | 4.08% | 1/26/2026 |
 Block Inc. (XYZ) | 0.51% | 0% | 8.25% | 2/21/2025 |
 Upwork (UPWK) | 0.51% | 0% | 8.86% | 3/14/2025 |
 Yext (YEXT) | 0.5% | 0% | 7.47% | 12/16/2024 |
 Victoria's Secret (VSCO) | 0.5% | 0% | 4.08% | 1/26/2026 |
 Alibaba (BABA) | 0.48% | 0% | 4.26% | 3/28/2023 |
 DuPont (DD) | 0.47% | 0% | 4.08% | 1/26/2026 |
 Exact Sciences (EXAS) | 0.46% | 0% | 4.08% | 1/26/2026 |
 GBP/USD (GBPUSD) | 0.46% | 0% | 5.73% | 5/26/2023 |
 Lumentum (LITE) | 0.45% | 0% | 4.08% | 1/26/2026 |
 Coherent (COHR) | 0.44% | 0% | 4.08% | 1/26/2026 |
 iShares Silver Trust (SLV) | 0.43% | 0% | 13.21% | 3/6/2026 |
 Chart (GTLS) | 0.43% | 0% | 5.73% | 3/3/2025 |
 QuantumScape (QS) | 0.4% | 0% | 3.74% | 11/17/2025 |
 DocuSign (DOCU) | 0.4% | 0% | 5.73% | 12/16/2024 |
 AppLovin (APP) | 0.34% | 0% | 2.78% | 9/30/2025 |
 MP Materials (MP) | 0.33% | 0% | 2.61% | 8/29/2025 |
 Elanco (ELAN) | 0.32% | 0% | 2.69% | 10/31/2025 |
 AMD (AMD) | 0.32% | 0% | 4.52% | 12/1/2025 |
 Unity (U) | 0.31% | 0% | 2.61% | 8/29/2025 |
 UWM (UWMC) | 0.31% | 0% | 2.78% | 9/30/2025 |
 SPDR Gold (GLD) | 0.31% | 0% | 12.51% | 3/6/2026 |
 SoFi (SOFI) | 0.31% | 0% | 2.61% | 8/29/2025 |
 Kohl's (KSS) | 0.3% | 0% | 2.78% | 9/30/2025 |
 Newmont (NEM) | 0.3% | 0% | 2.78% | 9/30/2025 |
 Antero (AR.US) | 0.3% | 0% | 4.87% | 3/7/2025 |
 Roivant Sciences (ROIV) | 0.28% | 0% | 2.26% | 12/1/2025 |
 Western Digital (WDC) | 0.27% | 0% | 2.26% | 12/1/2025 |
 Rivian (RIVN) | 0.27% | 0% | 2.69% | 10/31/2025 |
 Under Armour (UA) | 0.26% | 0% | 1.39% | 2/11/2026 |
 Affirm (AFRM) | 0.26% | 0% | 2.78% | 9/30/2025 |
 Peloton (PTON) | 0.26% | 0% | 2.69% | 10/31/2025 |
 Disney (DIS) | 0.26% | 0% | 3.21% | 2/16/2023 |
 Micron (MU) | 0.26% | 0% | 2.17% | 12/1/2025 |
 Viasat (VSAT) | 0.26% | 0% | 2.78% | 9/30/2025 |
 Celsius (CELH) | 0.26% | 0% | 2.78% | 9/30/2025 |
 Hertz (HTZ) | 0.25% | 0% | 2.69% | 10/31/2025 |
 AUD/USD (AUDUSD) | 0.24% | 0% | 2.87% | 2/5/2023 |
 Amazon (AMZN) | 0.24% | 0% | 2.61% | 2/13/2023 |
 VMware (VMW) | 0.24% | 0% | 2.09% | 3/3/2023 |
 Vertiv (VRT) | 0.24% | 0% | 2.17% | 12/1/2025 |
 Intel (INTC) | 0.23% | 0% | 2.17% | 12/1/2025 |
 Coca-Cola (KO) | 0.21% | 0% | 2.69% | 2/24/2023 |
 Coca-Cola (KO.RTH) | 0.21% | 0% | 1.22% | 2/13/2026 |
 Capri (CPRI) | 0.21% | 0% | 2.52% | 2/8/2023 |
 Netflix (NFLX) | 0.2% | 0% | 3.3% | 2/17/2023 |
 ConAgra (CAG) | 0.19% | 0% | 2.69% | 10/11/2024 |
 Visa (V) | 0.18% | 0% | 1.74% | 5/4/2023 |
 UBS (UBS) | 0.18% | 0% | 3.3% | 10/11/2023 |
 USD/JPY (USDJPY) | 0.15% | 0% | 2.78% | 4/19/2023 |
 GameStop (GME) | 0.13% | 0% | 1.82% | 1/17/2025 |
 CI&T (CINT) | 0.12% | 0% | 0.96% | 8/30/2024 |
 Microsoft (MSFT) | 0.12% | 0% | 1.48% | 3/27/2024 |
 Aflac (AFL) | 0.12% | 0% | 1.65% | 1/20/2023 |
 UnitedHealth (UNH) | 0.11% | 0% | 0.61% | 2/24/2023 |
 FirstEnergy (FE) | 0.11% | 0% | 0.61% | 2/20/2026 |
 ANZ (ANZ.ASX) | 0.11% | 0% | 0.96% | 8/30/2023 |
 EUR/USD (EURUSD) | 0.11% | 0% | 2.09% | 3/6/2023 |
 Alphabet (GOOGL) | 0.11% | 0% | 1.65% | 2/9/2023 |
 Corteva (CTVA) | 0.1% | 0% | 0.61% | 3/6/2026 |
 Virtu Financial (VIRT) | 0.1% | 0% | 0.61% | 3/6/2026 |
 Infosys (INFY) | 0.1% | 0% | 1.39% | 1/17/2023 |
 Omega Healthcare (OHI) | 0.09% | 0% | 0.78% | 12/10/2025 |
 ACADIA (ACAD) | 0.09% | 0% | 1.48% | 3/13/2025 |
 NYT (NYT) | 0.09% | 0% | 0.78% | 12/10/2025 |
 Welltower (WELL) | 0.09% | 0% | 0.78% | 12/10/2025 |
 Ralph Lauren (RL) | 0.09% | 0% | 0.78% | 12/10/2025 |
 Rocket Companies (RKT) | 0.09% | 0% | 0.78% | 12/10/2025 |
 Natera (NTRA) | 0.08% | 0% | 0.7% | 12/10/2025 |
 ADT (ADT) | 0.08% | 0% | 0.7% | 1/9/2023 |
 Old Republic (ORI) | 0.08% | 0% | 0.7% | 12/10/2025 |
 DigitalOcean (DOCN) | 0.07% | 0% | 1.48% | 2/24/2025 |
 Starbucks (SBUX) | 0.06% | 0% | 0.35% | 1/30/2026 |
 Carter's (CRI) | 0.05% | 0% | 0.26% | 2/23/2026 |
 Texas Pacific (TPL) | 0.05% | 0% | 0.26% | 2/23/2026 |
 FTA (YMM) | 0.04% | 0% | 0.61% | 10/15/2024 |
 Cardano (ADA) | 0.04% | 0% | 0.52% | 3/13/2023 |
 Rio Tinto (RIO.ASX) | 0.03% | 0% | 1.13% | 9/1/2023 |
 NVIDIA (NVDA) | 0.03% | 0% | 0.7% | 1/9/2023 |
 Waste Management (WM) | 0.02% | 24.11% | 0.09% | - |
 EOG Resources (EOG) | 0.02% | 23.85% | 0.09% | - |
 CF Industries (CF) | 0.02% | 23.73% | 0.09% | - |
 Tesla (TSLA) | 0.02% | 0% | 0.35% | 3/21/2023 |
 Bank of America (BAC) | 0.02% | 0% | 0.7% | 1/9/2023 |
 Nike (NKE) | 0.02% | 0% | 0.17% | 2/15/2023 |
 Xero (XRO.ASX) | 0.01% | 0% | 0.26% | 8/22/2023 |
 Crane NXT (CXT) | 0.01% | 0% | 0.09% | 3/15/2023 |
 Bitcoin (BTC) | 0.01% | 0% | 0.35% | 2/24/2023 |
 Citi (C) | 0.01% | 0% | 0.17% | 1/3/2023 |
 GE (GE) | 0.01% | 0% | 0.09% | 3/16/2023 |
 BlueScope (BSL.ASX) | 0.01% | 0% | 0.17% | 3/13/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| OneMain (OMF) | 11.89% | 12.52% |
| Albemarle (ALB) | 11.89% | 12.23% |
| Victoria's Secret (VSCO) | 11.89% | 11.8% |
| Lumentum (LITE) | 11.89% | 11.79% |
| Exact Sciences (EXAS) | 11.89% | 11.6% |
| DuPont (DD) | 11.89% | 11.4% |
| Macy's (M) | 11.89% | 11.37% |
| Coherent (COHR) | 11.89% | 10.93% |
| iShares Silver Trust (SLV) | 2.29% | 3.57% |
| SPDR Gold (GLD) | 2.29% | 2.5% |
Cash & Instruments Over Time
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