Portfolio Diversification
Range
Most Diversified
11 instruments
April 29, 2025
Least Diversified
0 instruments
January 29, 2024
Average
6.4 instruments
Most Consistent Holdings
Top 5
MSTR85.16%
DIS68.6%
KO68.6%
NVDA67.53%
FDMT62.37%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 29, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA.EXT) | 23.5% | 0% | 25.38% | 6/21/2024 |
| MicroStrategy (MSTR) | 21.61% | 44.99% | 85.16% | - |
| NVIDIA (NVDA) | 16.26% | 7.84% | 67.53% | - |
 Bitcoin (BTC) | 6.14% | 14.74% | 56.13% | - |
| Coca-Cola (KO) | 5.26% | 6.09% | 68.6% | - |
| Disney (DIS) | 4.8% | 5.63% | 68.6% | - |
 Orchid (OXT) | 4.46% | 5.81% | 56.56% | - |
 Gold (Non Expiry) (GOLD) | 2.54% | 0% | 18.92% | 10/13/2024 |
 Hilton (HLT) | 2.27% | 5.3% | 37.2% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 2.04% | 0% | 2.58% | 2/23/2024 |
 Silver (Non Expiry) (SILVER) | 1.39% | 0% | 11.83% | 10/7/2024 |
 EUR/USD (EURUSD) | 1.16% | 0% | 1.29% | 2/19/2024 |
 Lockheed Martin (LMT) | 1.15% | 1.97% | 48.39% | - |
| 4DMT (FDMT) | 1% | 0.5% | 62.37% | - |
 Immupharma (IMM.L) | 0.98% | 3.04% | 23.66% | - |
 GBP/USD (GBPUSD) | 0.34% | 0% | 1.72% | 7/11/2024 |
 Tesla (TSLA) | 0.1% | 3.75% | 2.58% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| MicroStrategy (MSTR) | 38.35% | 39.26% |
| Bitcoin (BTC) | 10.95% | 13.04% |
| NVIDIA (NVDA) | 13.28% | 11.33% |
| Orchid (OXT) | 7.66% | 11.19% |
| Disney (DIS) | 7.38% | 7.42% |
| Hilton (HLT) | 7.38% | 6.75% |
| Coca-Cola (KO) | 7.38% | 6.73% |
| Lockheed Martin (LMT) | 3.26% | 2.53% |
| 4DMT (FDMT) | 3.69% | 1.13% |