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Portfolio Diversification
Range
Most Diversified
32 instruments
November 22, 2025
Least Diversified
1 instruments
October 11, 2024
Average
9.6 instruments
Most Consistent Holdings
Top 5
MSFT99.4%
AMZN69.3%
NVDA56.33%
IBKR50.37%
DELL47.54%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 4, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 40.55% | 9.14% | 99.4% | - |
| NVIDIA (NVDA) | 11.93% | 7.98% | 56.33% | - |
| Amazon (AMZN) | 10.53% | 9.63% | 69.3% | - |
| Dell (DELL) | 2.98% | 0% | 47.54% | 2/9/2026 |
| Interactive Brokers Group (IBKR) | 2.15% | 2.12% | 50.37% | - |
 Royal Caribbean (RCL) | 2.15% | 4.89% | 31.15% | - |
 Meta (META) | 1.84% | 9.32% | 27.87% | - |
 Marvell (MRVL) | 1.83% | 7.31% | 28.76% | - |
 AMD (AMD) | 1.56% | 7.75% | 28.76% | - |
 Snowflake (SNOW) | 1.48% | 0% | 36.36% | 1/28/2026 |
 Alibaba (BABA) | 1.42% | 2.24% | 26.83% | - |
 Broadcom (AVGO) | 1.34% | 5.22% | 27.12% | - |
 GitLab (GTLB) | 1.28% | 0% | 26.97% | 2/9/2026 |
 Alphabet (GOOG) | 1.1% | 8.65% | 19.97% | - |
 Uber (UBER) | 0.97% | 2.56% | 31.89% | - |
 MongoDB (MDB) | 0.93% | 4.02% | 31% | - |
 Crowdstrike (CRWD) | 0.92% | 3.54% | 31% | - |
 Games Workshop (GAW.L) | 0.83% | 0% | 10.43% | 10/22/2025 |
 Netflix (NFLX) | 0.74% | 0% | 18.18% | 1/29/2026 |
 Spotify (SPOT) | 0.5% | 0% | 15.05% | 1/29/2026 |
 Visa (V) | 0.49% | 0% | 15.65% | 11/24/2025 |
 Oracle (ORCL) | 0.46% | 0% | 16.54% | 1/29/2026 |
 Disney (DIS) | 0.33% | 0% | 9.24% | 12/11/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.32% | 3.22% | 16.1% | - |
 Figma Inc (FIG) | 0.29% | 0% | 26.97% | 1/29/2026 |
 Rolls-Royce (RR.L) | 0.28% | 0% | 1.79% | 12/3/2025 |
 PepsiCo (PEP) | 0.27% | 2.03% | 16.84% | - |
 89Bio (ETNB) | 0.27% | 0% | 1.79% | 5/15/2024 |
 Starbucks (SBUX) | 0.25% | 2.32% | 15.8% | - |
 Scotiabank (BNS) | 0.25% | 0.59% | 15.8% | - |
 Realty Income (O) | 0.25% | 2.08% | 15.8% | - |
 Home Depot (HD) | 0.24% | 0.34% | 15.8% | - |
 Procter & Gamble (PG) | 0.24% | 0% | 15.95% | 3/5/2026 |
 PayPal (PYPL) | 0.23% | 0% | 15.05% | 1/29/2026 |
 WideOpenWest (WOW) | 0.21% | 0% | 2.53% | 5/20/2024 |
 Upland (UPLD) | 0.18% | 0% | 1.64% | 5/14/2024 |
 ServiceNow (NOW) | 0.16% | 0% | 2.68% | 8/29/2025 |
 Nike (NKE) | 0.16% | 0% | 3.13% | 4/24/2025 |
 MicroStrategy (MSTR) | 0.15% | 0% | 13.56% | 1/29/2026 |
 Arteris (AIP) | 0.14% | 0% | 1.64% | 5/14/2024 |
 Boeing (BA) | 0.13% | 0% | 5.22% | 10/22/2025 |
 Apple (AAPL) | 0.1% | 0% | 2.24% | 5/16/2025 |
 Tesco (TSCO.L) | 0.1% | 0% | 2.24% | 5/13/2025 |
 Itau Unibanco (ITUB) | 0.08% | 0% | 0.45% | 5/6/2024 |
 Live Nation (LYV) | 0.06% | 0% | 9.24% | 2/9/2026 |
 BioCryst (BCRX) | 0.04% | 0% | 0.3% | 5/8/2024 |
 Remark Holdings (MARK) | 0.01% | 0% | 0.15% | 5/8/2024 |
 Toast (TOST) | 0.01% | 0% | 0.3% | 5/15/2025 |
 Ethereum (ETH) | 0% | 0% | 0.3% | 11/7/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Broadcom (AVGO) | 9.7% | 8.39% |
| Microsoft (MSFT) | 7.59% | 7.77% |
| Amazon (AMZN) | 6.18% | 6.69% |
| NVIDIA (NVDA) | 6.24% | 6.53% |
| GitLab (GTLB) | 6.75% | 6.41% |
| Royal Caribbean (RCL) | 5.91% | 6.14% |
| Dell (DELL) | 5.73% | 5.68% |
| Alphabet (GOOG) | 4.78% | 5.44% |
| AMD (AMD) | 4.56% | 5.34% |
| Alibaba (BABA) | 5.06% | 4.69% |
| Snowflake (SNOW) | 3.54% | 3.62% |
| Meta (META) | 3.28% | 3.57% |
| Netflix (NFLX) | 3.37% | 3.01% |
| Marvell (MRVL) | 2.19% | 2.69% |
| Spotify (SPOT) | 2.53% | 2.38% |
| Uber (UBER) | 2.53% | 2.38% |
| Interactive Brokers Group (IBKR) | 1.69% | 1.9% |
| MongoDB (MDB) | 1.35% | 1.88% |
| Crowdstrike (CRWD) | 1.69% | 1.84% |
| PayPal (PYPL) | 1.69% | 1.48% |
| Scotiabank (BNS) | 1.25% | 1.36% |
| Novo Nordisk (NOVO-B.CO) | 1.25% | 1.32% |
| Home Depot (HD) | 1.25% | 1.26% |
| Starbucks (SBUX) | 1.25% | 1.24% |
| Procter & Gamble (PG) | 1.25% | 1.23% |
| Realty Income (O) | 1.25% | 1.23% |
| PepsiCo (PEP) | 1.25% | 1.22% |
| Oracle (ORCL) | 1.69% | 1.2% |
| Figma Inc (FIG) | 1.69% | 0.84% |
| Live Nation (LYV) | 0.67% | 0.68% |
| MicroStrategy (MSTR) | 0.84% | 0.52% |
Cash & Instruments Over Time
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