Portfolio Diversification
Range
Most Diversified
62 instruments
January 4, 2022
Least Diversified
41 instruments
February 4, 2025
Average
51.1 instruments
Most Consistent Holdings
Top 5
MSFT100%
V100%
AMD100%
CRM100%
GRMN100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 7.28% | 8.65% | 100% | - |
 ABB (ABBN.ZU) | 5.71% | 4.85% | 99.85% | - |
 NVIDIA (NVDA) | 4.19% | 6.69% | 84.97% | - |
 Enphase (ENPH) | 4.04% | 0% | 83.45% | 1/28/2025 |
| AMD (AMD) | 3.78% | 1.03% | 100% | - |
 Crowdstrike (CRWD) | 3.58% | 6.24% | 60.64% | - |
 Ford (F) | 3.14% | 0% | 71.78% | 8/30/2024 |
 Trane (TT) | 3.12% | 3.91% | 100% | - |
 Eaton (ETN) | 2.84% | 3.76% | 80.55% | - |
 SolarEdge (SEDG) | 2.79% | 0% | 79.41% | 1/10/2025 |
 Ubiquiti (UI) | 2.74% | 4.37% | 100% | - |
| Garmin (GRMN) | 2.34% | 2.4% | 100% | - |
 Rockwool (ROCKB.CO) | 2.28% | 1.97% | 78.87% | - |
| Salesforce (CRM) | 1.89% | 1.03% | 100% | - |
 Prysmian (PRY.MI) | 1.79% | 3.44% | 76.58% | - |
| Visa (V) | 1.66% | 1.89% | 100% | - |
 Lovesac (LOVE) | 1.63% | 0% | 82.91% | 1/21/2025 |
 Boise Cascade (BCC) | 1.61% | 0% | 78.18% | 8/21/2025 |
 Spotify (SPOT) | 1.49% | 5.46% | 68.8% | - |
 Intuit (INTU) | 1.48% | 1.34% | 74.83% | - |
 MercadoLibre (MELI) | 1.34% | 3.72% | 66.29% | - |
 Corsair (CRSR) | 1.34% | 0% | 64.61% | 5/27/2024 |
 Alphabet (GOOG) | 1.28% | 4.86% | 60.49% | - |
 Schneider Electric (SU.PA) | 1.2% | 0.99% | 72.01% | - |
 Iberdrola (IBE.MC) | 1.11% | 1.98% | 85.43% | - |
 Orsted (ORSTED.CO) | 1.11% | 0% | 57.21% | 2/19/2024 |
 Acciona (ANA.MC) | 0.96% | 0% | 58.81% | 3/12/2024 |
 CSX (CSX) | 0.94% | 0% | 55.38% | 11/5/2024 |
 Vestas (VWS.CO) | 0.93% | 0% | 67.73% | 7/8/2024 |
 Wabtec (WAB) | 0.92% | 1.1% | 85.28% | - |
 Sony (SONY) | 0.92% | 0% | 56.22% | 2/6/2024 |
 Airbnb (ABNB) | 0.9% | 0% | 74.07% | 3/20/2025 |
 Adobe (ADBE) | 0.9% | 0% | 42.64% | 12/13/2024 |
 Renewables Infrastructure Group (TRIG.L) | 0.89% | 0% | 44.24% | 8/30/2023 |
 ARM (ARM) | 0.88% | 0.31% | 38.44% | - |
 Veolia (VIE.PA) | 0.86% | 0.26% | 99.92% | - |
 Amazon (AMZN) | 0.84% | 2.22% | 60.95% | - |
 Cedar Fair (FUN) | 0.82% | 0% | 55.3% | 1/25/2024 |
 SoFi (SOFI) | 0.81% | 4.6% | 77.35% | - |
 Ecolab (ECL) | 0.79% | 0% | 51.64% | 8/27/2025 |
 BYD (01211.HK) | 0.78% | 2.18% | 66.51% | - |
 Nucor (NUE) | 0.77% | 0% | 71.4% | 5/30/2025 |
 Nel (NEL.OL) | 0.75% | 0% | 46.15% | 9/26/2023 |
 Nibe (NIBEB.ST) | 0.72% | 0% | 47.29% | 5/20/2024 |
 iShares MSCI South Korea ETF (EWY) | 0.7% | 0% | 59.42% | 3/20/2024 |
 Siemens (SIE.DE) | 0.68% | 0.84% | 55.15% | - |
 Hims & Hers (HIMS) | 0.67% | 1.57% | 36.38% | - |
 StoneCo (STNE) | 0.67% | 0% | 51.33% | 1/27/2025 |
 SSE (SSE.L) | 0.53% | 0% | 49.73% | 11/13/2023 |
 Nexans (NEX.PA) | 0.53% | 1.26% | 38.52% | - |
 T. Rowe Price (TROW) | 0.52% | 0% | 56.9% | 4/4/2024 |
 Monday.com (MNDY) | 0.52% | 0.59% | 35.39% | - |
 Ethereum (ETH) | 0.51% | 0% | 53.85% | 2/6/2025 |
 SunPower (SPWRQ) | 0.48% | 0% | 35.16% | 5/2/2023 |
 Take-Two (TTWO) | 0.48% | 2.15% | 39.97% | - |
 Southern Copper (SCCO) | 0.44% | 0% | 34.25% | 1/21/2025 |
 Lowe's (LOW) | 0.43% | 0% | 45% | 9/11/2023 |
 Plug Power (PLUG) | 0.42% | 0% | 35.16% | 5/2/2023 |
 Canadian Pacific (CP) | 0.42% | 0% | 27.31% | 3/13/2023 |
 Union Pacific (UNP) | 0.4% | 0% | 20.21% | 10/5/2022 |
 Juniper Networks (JNPR) | 0.38% | 0% | 30.36% | 7/4/2025 |
 Unilever (ULVR.L) | 0.35% | 0% | 39.51% | 6/28/2023 |
 Samsung (SMSN.L) | 0.34% | 0% | 42.49% | 11/29/2024 |
 NextEra (NEE) | 0.33% | 1.07% | 38.75% | - |
 Six Flags Entertainment Corporation (SIX) | 0.33% | 0% | 35.7% | 7/10/2024 |
 Zscaler (ZS) | 0.31% | 0% | 24.71% | 4/23/2025 |
 Verisk (VRSK) | 0.28% | 2.2% | 16.63% | - |
 Intel (INTC) | 0.28% | 0% | 34.4% | 2/7/2024 |
 Etsy (ETSY) | 0.27% | 0% | 44.32% | 8/31/2023 |
 Cisco (CSCO) | 0.27% | 0% | 33.49% | 3/12/2024 |
 Sunrun (RUN) | 0.26% | 0% | 28.99% | 2/27/2023 |
 Tesla (TSLA) | 0.24% | 1.35% | 30.82% | - |
 Westrock (SW) | 0.24% | 0.93% | 28.22% | - |
 Encore Wire Corporation (WIRE) | 0.24% | 0% | 35.01% | 4/15/2024 |
 Micron (MU) | 0.23% | 0% | 18.31% | 9/1/2022 |
 Games Workshop (GAW.L) | 0.21% | 1.35% | 18.76% | - |
 Activision Blizzard, Inc. (ATVI) | 0.2% | 0% | 22.81% | 7/13/2023 |
 Tetra Tech (TTEK) | 0.19% | 0% | 20.21% | 6/23/2025 |
 Twitter (TWTR) | 0.16% | 0% | 18.92% | 10/28/2022 |
 JinkoSolar (JKS) | 0.16% | 0% | 20.9% | 6/14/2023 |
 Xiaomi (1810.HK) | 0.14% | 1.18% | 12.51% | - |
 ChargePoint (CHPT) | 0.13% | 0% | 31.43% | 3/13/2023 |
 Chipotle (CMG) | 0.13% | 0% | 18.84% | 1/3/2025 |
 Arrival (ARVLF) | 0.13% | 0% | 22.58% | 11/7/2022 |
 Liberty Media Formula One (FWONA) | 0.12% | 0% | 25.02% | 1/5/2023 |
 Peloton (PTON) | 0.1% | 0% | 18.69% | 9/19/2023 |
 Carrier (CARR) | 0.1% | 0.67% | 16.78% | - |
 Reddit Inc (RDDT) | 0.09% | 1.53% | 15.26% | - |
 Sonos (SONO) | 0.09% | 0% | 16.78% | 8/11/2022 |
 IMAX (IMAX) | 0.09% | 0% | 18.69% | 2/6/2024 |
 Block Inc. (XYZ) | 0.08% | 0% | 15.1% | 1/27/2025 |
 Trimble (TRMB) | 0.08% | 0.9% | 9.15% | - |
 Cloudflare (NET) | 0.08% | 0% | 13.35% | 6/5/2024 |
 Costco (COST) | 0.08% | 0% | 9.69% | 7/30/2025 |
 First Solar (FSLR) | 0.08% | 0.86% | 14.04% | - |
 Volkswagen (VOW3.DE) | 0.07% | 0% | 14.72% | 5/20/2024 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.07% | 0% | 13.2% | 5/5/2025 |
 Weyerhaeuser (WY) | 0.07% | 0% | 14.57% | 6/11/2024 |
 Booking (BKNG) | 0.07% | 0% | 15.71% | 2/14/2024 |
 Coinbase (COIN) | 0.07% | 0% | 9.76% | 2/3/2025 |
 Samsara (IOT) | 0.06% | 0.62% | 9.15% | - |
 ProShares UltraPro Short S&P 500 (SPXU) | 0.06% | 0% | 13.42% | 12/1/2022 |
 Apple (AAPL) | 0.06% | 0% | 13.04% | 8/7/2023 |
 Polkadot (DOT) | 0.06% | 0% | 20.98% | 5/30/2023 |
 Mercedes-Benz (MBG.DE) | 0.06% | 0% | 14.34% | 9/11/2023 |
 Duolingo (DUOL) | 0.06% | 0.43% | 9.15% | - |
 Meta (META) | 0.06% | 0% | 5.57% | 12/20/2022 |
 Xinyi Solar (0968.HK) | 0.05% | 0.33% | 15.18% | - |
 KLA (KLAC) | 0.05% | 0% | 10.3% | 10/16/2024 |
 Teradyne (TER) | 0.05% | 0% | 10.45% | 10/16/2024 |
 Sea (SE) | 0.05% | 0% | 12.66% | 8/17/2023 |
 Luminar (LAZR) | 0.05% | 0% | 13.73% | 6/30/2022 |
 Lucid (LCID) | 0.05% | 0% | 5.64% | 7/18/2025 |
 XRP (XRP) | 0.05% | 0% | 7.25% | 3/7/2025 |
 Polygon Ecosystem (ex Matic) (POL) | 0.05% | 0% | 17.09% | 5/1/2024 |
 Nu (NU) | 0.04% | 0% | 7.63% | 9/30/2024 |
 TSMC (TSM) | 0.04% | 0% | 8.85% | 4/7/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.04% | 0% | 11.21% | 6/16/2022 |
 ProShares UltraPro Short Russell2000 (SRTY) | 0.04% | 0% | 9% | 12/1/2022 |
 Crocs (CROX) | 0.04% | 0% | 9.23% | 9/11/2023 |
 Expedia (EXPE) | 0.03% | 0% | 4.5% | 2/28/2022 |
 iShares MSCI Germany ETF (EWG) | 0.03% | 0% | 6.86% | 11/15/2022 |
 Virgin Galactic (SPCE) | 0.02% | 0% | 10.68% | 12/21/2022 |
 Stem (STEM) | 0.02% | 0% | 10.83% | 3/13/2023 |
 UPS (UPS) | 0.02% | 0% | 8.09% | 5/19/2022 |
 ProShares Short S&P500 (SH) | 0.02% | 0% | 3.81% | 8/21/2025 |
 Caterpillar (CAT) | 0.02% | 0% | 3.2% | 12/1/2023 |
 Netflix (NFLX) | 0.01% | 0% | 1.37% | 1/18/2022 |
 Siemens Gamesa Renewable Energy SA (SGRE.MC) | 0.01% | 0% | 1.83% | 1/24/2022 |
 Ericsson (ERIC) | 0.01% | 0% | 1.75% | 1/26/2022 |
 Shopify (SHOP) | 0.01% | 0% | 4.12% | 2/23/2022 |
 Stitch Fix (SFIX) | 0.01% | 0% | 4.88% | 3/9/2022 |
 Bitcoin (BTC) | 0.01% | 0% | 4.12% | 2/23/2022 |
 Bloom Energy (BE) | 0.01% | 0% | 1.37% | 1/21/2022 |
 Unity (U) | 0.01% | 0% | 1.68% | 2/23/2023 |
 Roku (ROKU) | 0.01% | 0% | 1.37% | 1/18/2022 |
 Goldman Sachs (GS) | 0.01% | 0% | 1.37% | 1/18/2022 |
 Oatly (OTLY) | 0.01% | 0% | 1.6% | 1/21/2022 |
 Ouster (OUST) | 0% | 0% | 1.6% | 8/29/2023 |
 Mondi (MNDI.L) | 0% | 0% | 0.76% | 1/10/2022 |
 Direxion Daily S&P 500 Bear 3X Shares (SPXS) | 0% | 0% | 2.14% | 5/5/2025 |
 Array Technologies (ARRY) | 0% | 0% | 0.76% | 8/9/2024 |
 GBP/USD (GBPUSD) | 0% | 0% | 0.61% | 10/3/2022 |
 Fiverr (FVRR) | 0% | 0% | 0.31% | 2/22/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0% | 0% | 0.15% | 1/27/2022 |
 GER40 Index (Non Expiry) (GER40) | 0% | 0% | 0.08% | 5/10/2022 |
 ProShares UltraPro S&P 500 (UPRO) | 0% | 0% | 0.08% | 1/11/2022 |
 Invesco China Technology ETF (CQQQ) | 0% | 0% | 0.08% | 1/20/2022 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0% | 0% | 0.08% | 6/16/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0% | 0% | 0.08% | 4/8/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 5.83% | 9.05% |
| Microsoft (MSFT) | 8.73% | 9.01% |
| Crowdstrike (CRWD) | 5.96% | 6.39% |
| Eaton (ETN) | 5.3% | 5.74% |
| ABB (ABBN.ZU) | 4.44% | 5.36% |
| Trane (TT) | 4.07% | 4.72% |
| Prysmian (PRY.MI) | 3.51% | 3.75% |
| Spotify (SPOT) | 2.84% | 3.36% |
| Ubiquiti (UI) | 2.04% | 3.2% |
| ARM (ARM) | 4.29% | 2.85% |
| Garmin (GRMN) | 2.46% | 2.77% |
| Rockwool (ROCKB.CO) | 2.1% | 2.52% |
| Schneider Electric (SU.PA) | 2.14% | 2.29% |
| Boise Cascade (BCC) | 2.62% | 2.27% |
| Amazon (AMZN) | 2.08% | 2.14% |
| Salesforce (CRM) | 1.71% | 1.91% |
| MercadoLibre (MELI) | 2.03% | 1.86% |
| AMD (AMD) | 2.64% | 1.85% |
| Hims & Hers (HIMS) | 1.49% | 1.77% |
| Visa (V) | 1.75% | 1.69% |
| Ecolab (ECL) | 2.04% | 1.68% |
| Alphabet (GOOG) | 1.63% | 1.64% |
| Ethereum (ETH) | 1.93% | 1.59% |
| Intuit (INTU) | 1.57% | 1.59% |
| Monday.com (MNDY) | 1.83% | 1.58% |
| Nexans (NEX.PA) | 1.87% | 1.54% |
| Tetra Tech (TTEK) | 1.91% | 1.35% |
| Wabtec (WAB) | 1.21% | 1.26% |
| Juniper Networks (JNPR) | 1.27% | 1.07% |
| Zscaler (ZS) | 1.21% | 1.02% |
| SoFi (SOFI) | 0.71% | 1.01% |
| Airbnb (ABNB) | 1.13% | 0.9% |
| Westrock (SW) | 0.91% | 0.87% |
| Iberdrola (IBE.MC) | 0.91% | 0.8% |
| Block Inc. (XYZ) | 0.95% | 0.79% |
| NextEra (NEE) | 0.95% | 0.69% |
| XRP (XRP) | 0.95% | 0.65% |
| Enphase (ENPH) | 1.31% | 0.65% |
| Take-Two (TTWO) | 0.64% | 0.65% |
| Coinbase (COIN) | 0.95% | 0.64% |
| StoneCo (STNE) | 1.37% | 0.64% |
| First Solar (FSLR) | 0.95% | 0.64% |
| Chipotle (CMG) | 0.75% | 0.6% |
| Southern Copper (SCCO) | 0.83% | 0.55% |
| SolarEdge (SEDG) | 0.89% | 0.41% |
| Veolia (VIE.PA) | 0.52% | 0.4% |
| Lovesac (LOVE) | 0.38% | 0.27% |
| Games Workshop (GAW.L) | 0.32% | 0.27% |