Portfolio Diversification
Range
Most Diversified
79 instruments
December 6, 2023
Least Diversified
0 instruments
February 2, 2025
Average
65.5 instruments
Most Consistent Holdings
Top 5
SON99.9%
ARKK99.9%
NIU99.9%
WDC99.8%
GPRO99.8%
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 |
|---|---|---|---|---|
 Rolls-Royce (RR.L) | 13.8% | 22.02% | 99.8% | - |
 NVIDIA (NVDA) | 6.99% | 8.55% | 76.23% | - |
 Tesla (TSLA) | 3.38% | 4.85% | 99.31% | - |
 Dell (DELL) | 1.47% | 2.56% | 48.42% | - |
 United Airlines (UAL) | 1.45% | 0% | 76.33% | 9/30/2025 |
| Sonoco (SON) | 1.44% | 0.41% | 99.9% | - |
 Palantir (PLTR) | 1.37% | 3.85% | 90.53% | - |
 easyJet (EZJ.L) | 1.34% | 0% | 58.19% | 1/16/2025 |
 Broadcom (AVGO) | 1.29% | 3.8% | 33.93% | - |
 GE (GE) | 1.29% | 0% | 54.14% | 6/12/2025 |
 Supermicro (SMCI) | 1.23% | 1% | 58.78% | - |
 Apple (AAPL) | 1.23% | 0% | 47.34% | 10/23/2024 |
| Niu (NIU) | 1.2% | 0.74% | 99.9% | - |
 Magnificent-7 | 1.15% | 1.52% | 59.07% | - |
 Airbus (AIR.PA) | 1.09% | 1.21% | 72.78% | - |
 Diageo (DGE.L) | 1.08% | 0.38% | 99.8% | - |
 AppLovin (APP) | 1.04% | 4.1% | 30.08% | - |
 Amazon (AMZN) | 0.96% | 0% | 41.12% | 2/7/2025 |
 Hologic (HOLX) | 0.92% | 0.31% | 96.75% | - |
 Meta (META) | 0.91% | 1.89% | 30.08% | - |
 Arista (ANET) | 0.88% | 2.39% | 41.32% | - |
 Uber (UBER) | 0.87% | 0.48% | 72.09% | - |
 JPMorgan (JPM) | 0.86% | 1.99% | 42.7% | - |
 Home Depot (HD) | 0.81% | 0% | 69.13% | 12/12/2024 |
 ArcelorMittal (MTS.MC) | 0.8% | 0% | 65.29% | 2/10/2025 |
 Interactive Brokers (IBKR) | 0.77% | 2.64% | 34.91% | - |
 Eli Lilly (LLY) | 0.76% | 1.46% | 37.08% | - |
 Goldman Sachs (GS) | 0.75% | 0% | 56.21% | 8/2/2024 |
 Kraft Heinz (KHC) | 0.74% | 0.3% | 85.31% | - |
 Salesforce (CRM) | 0.74% | 0% | 35.4% | 1/2/2024 |
 MongoDB (MDB) | 0.69% | 0.58% | 70.51% | - |
 Onto Innovation (ONTO) | 0.68% | 0.74% | 49.41% | - |
 JD Sports (JD.L) | 0.65% | 0.18% | 96.75% | - |
 Invesco China Technology ETF (CQQQ) | 0.65% | 0.36% | 98.82% | - |
 Invesco QQQ (QQQ) | 0.64% | 0% | 17.06% | 6/26/2023 |
 Porsche (PAH3.DE) | 0.64% | 0.27% | 83.23% | - |
 Microsoft (MSFT) | 0.64% | 0% | 37.97% | 7/12/2024 |
 GM (GM) | 0.63% | 0% | 41.81% | 11/26/2024 |
 McDonald's (MCD) | 0.63% | 0% | 51.68% | 10/23/2024 |
 Netflix (NFLX) | 0.63% | 1.73% | 24.65% | - |
 Jack in the Box (JACK) | 0.62% | 0.11% | 80.28% | - |
 PDD Holdings (PDD) | 0.62% | 0.85% | 49.9% | - |
 ServiceNow (NOW) | 0.61% | 1.66% | 27.32% | - |
 Ares Capital (ARCC) | 0.61% | 0% | 37.77% | 2/27/2024 |
 Xylem (XYL) | 0.61% | 0% | 35.4% | 6/25/2024 |
 AMD (AMD) | 0.6% | 0% | 42.9% | 4/4/2024 |
 Canadian Solar (CSIQ) | 0.59% | 0.13% | 99.61% | - |
 National Grid (NG.L) | 0.58% | 0.32% | 88.76% | - |
 JinkoSolar (JKS) | 0.58% | 0.22% | 88.86% | - |
 Nio (NIO) | 0.56% | 0.1% | 99.8% | - |
 Micron (MU) | 0.56% | 1.64% | 45.07% | - |
 Qualcomm (QCOM) | 0.55% | 1.81% | 25.15% | - |
 Abercrombie & Fitch (ANF) | 0.55% | 0.6% | 41.52% | - |
| ARK Innovation ETF (ARKK) | 0.55% | 0.54% | 99.9% | - |
 BP (BP.L) | 0.55% | 0% | 32.64% | 5/8/2024 |
 Ford (F) | 0.55% | 0.43% | 68.54% | - |
| Western Digital (WDC) | 0.54% | 0.5% | 99.8% | - |
 Ally (ALLY) | 0.53% | 0.26% | 99.31% | - |
 Boston Scientific (BSX.US) | 0.53% | 1.64% | 24.46% | - |
 Marvell (MRVL) | 0.51% | 2.27% | 24.16% | - |
 Leidos (LDOS) | 0.5% | 1.54% | 30.08% | - |
 Alibaba (BABA) | 0.49% | 0% | 53.45% | 2/3/2025 |
 Bitcoin (BTC) | 0.48% | 0% | 72.29% | 1/13/2025 |
 Wyndham (WH) | 0.47% | 0% | 37.48% | 2/27/2024 |
 Foot Locker (FL) | 0.47% | 0% | 95.66% | 9/11/2025 |
 BMW (BMW.DE) | 0.46% | 0% | 29.19% | 3/15/2024 |
 Maximus (MMS) | 0.46% | 0.27% | 82.74% | - |
 Persimmon (PSN.L) | 0.45% | 0.15% | 99.61% | - |
 BlackRock (BLK) | 0.44% | 0% | 9.37% | 2/3/2025 |
 Alphabet (GOOGL) | 0.43% | 0% | 6.11% | 7/18/2024 |
 Murphy USA (MUSA) | 0.42% | 0% | 20.12% | 7/27/2023 |
 Crocs (CROX) | 0.41% | 0.38% | 48.22% | - |
 BAT (BATS.L) | 0.41% | 0% | 32.15% | 9/26/2024 |
 IAG (IAG.L) | 0.41% | 0% | 21.7% | 12/7/2023 |
 Cummins (CMI) | 0.4% | 0% | 21.6% | 2/27/2024 |
 Twilio (TWLO) | 0.39% | 1.18% | 25.15% | - |
 Games Workshop (GAW.L) | 0.39% | 0% | 54.04% | 4/4/2025 |
 Siemens (SIE.DE) | 0.39% | 0% | 40.63% | 3/27/2025 |
 Spotify (SPOT) | 0.38% | 0% | 16.17% | 11/15/2024 |
| GoPro (GPRO) | 0.37% | 0.1% | 99.8% | - |
 Main Street Capital (MAIN) | 0.36% | 0% | 14.89% | 8/9/2023 |
 Zscaler (ZS) | 0.36% | 0% | 28.11% | 10/20/2023 |
 Bunzl (BNZL.L) | 0.35% | 0% | 27.91% | 1/25/2024 |
 Virgin Money (VMUK.L) | 0.35% | 0% | 41.72% | 3/7/2024 |
 Toyota (TM) | 0.35% | 0% | 17.06% | 4/25/2024 |
 Monday.com (MNDY) | 0.34% | 1.07% | 22.09% | - |
 Howmet Aerospace (HWM) | 0.34% | 0% | 10.06% | 12/18/2024 |
 Intuitive Surgical (ISRG) | 0.33% | 0% | 10.26% | 12/20/2024 |
 Martin Marietta (MLM) | 0.32% | 0% | 17.06% | 11/18/2024 |
 Next (NXT.L) | 0.32% | 0% | 24.16% | 10/11/2023 |
 Franklin FTSE India ETF (FLIN) | 0.32% | 0% | 12.43% | 10/7/2024 |
 Renault (RNO.PA) | 0.3% | 0% | 21.6% | 3/14/2024 |
 SPDR Gold (GLD) | 0.29% | 0% | 15.78% | 11/6/2024 |
 Airbnb (ABNB) | 0.29% | 0% | 19.03% | 8/3/2023 |
 First Trust Cloud Computing (SKYY) | 0.28% | 0% | 8.78% | 2/20/2025 |
 TSMC (TSM) | 0.28% | 0% | 16.07% | 12/18/2024 |
 Block Inc. (XYZ) | 0.28% | 0% | 21.6% | 3/12/2024 |
 Pinterest (PINS) | 0.28% | 0% | 32.35% | 7/1/2024 |
 AstraZeneca (AZN.L) | 0.28% | 0% | 45.96% | 5/27/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.27% | 0% | 15.68% | 12/18/2024 |
 Molson Coors (TAP) | 0.27% | 0.76% | 23.87% | - |
 Wolfspeed (WOLF) | 0.27% | 0% | 88.46% | 9/26/2025 |
 Volvo (VOLV-A.ST) | 0.27% | 0% | 31.36% | 3/4/2025 |
 Novo-Nordisk (NVO) | 0.25% | 0% | 14.4% | 3/20/2024 |
 Berkshire Hathaway (BRK.B) | 0.25% | 0% | 14% | 9/25/2023 |
 Barclays (BARC.L) | 0.24% | 0% | 13.71% | 10/21/2024 |
 Lloyd's (LLOY.L) | 0.24% | 0% | 15.78% | 5/24/2024 |
 Royal Caribbean (RCL) | 0.24% | 0% | 12.13% | 9/30/2024 |
 Affirm (AFRM) | 0.24% | 0% | 21.01% | 9/26/2025 |
 Intuit (INTU) | 0.23% | 1.67% | 11.64% | - |
 SkyWest (SKYW) | 0.22% | 0% | 7.79% | 2/3/2025 |
 Sandoz (SDZNY) | 0.21% | 0% | 14.1% | 5/29/2024 |
 Infineon (IFX.DE) | 0.21% | 0% | 11.93% | 8/3/2023 |
 Visa (V) | 0.21% | 0% | 11.14% | 7/26/2023 |
 Green Plains (GPRE) | 0.2% | 0.15% | 64% | - |
 Shopify (SHOP) | 0.2% | 0% | 12.33% | 12/4/2023 |
 BAE Systems (BA.L) | 0.2% | 1.38% | 12.92% | - |
 BioNano (BNGO) | 0.19% | 0% | 69.82% | 12/19/2024 |
 Walmart (WMT) | 0.18% | 0% | 14.99% | 12/23/2024 |
 ICICI Bank (IBN) | 0.18% | 0% | 29.09% | 6/4/2024 |
 Baidu (BIDU) | 0.18% | 0% | 8.58% | 3/31/2023 |
 Coupang (CPNG) | 0.18% | 0% | 9.57% | 5/9/2023 |
 Marks & Spencer (MKS.L) | 0.18% | 0% | 19.43% | 4/25/2025 |
 BNP Paribas (BNP.PA) | 0.17% | 0% | 20.12% | 9/30/2025 |
 ImmunoGen Inc (IMGN) | 0.17% | 0% | 19.03% | 2/14/2024 |
 Reckitt (RKT.L) | 0.16% | 0% | 7.59% | 4/26/2023 |
 Eaton (ETN) | 0.16% | 0% | 9.07% | 1/3/2024 |
 Zoom (ZM) | 0.16% | 0.07% | 99.61% | - |
 Domino's (DPZ) | 0.16% | 0% | 14.79% | 4/29/2024 |
 Roku (ROKU) | 0.14% | 0.08% | 99.61% | - |
 Sonos (SONO) | 0.14% | 0% | 11.74% | 12/18/2023 |
 Armstrong (AWI) | 0.14% | 0% | 6.51% | 8/2/2024 |
 Dropbox (DBX) | 0.13% | 0% | 8.38% | 2/21/2025 |
 Carnival (CCL) | 0.13% | 0% | 7% | 12/18/2024 |
 Chubb (CB) | 0.13% | 0% | 10.26% | 4/24/2024 |
 Skechers (SKX) | 0.13% | 0% | 20.22% | 2/3/2025 |
 Safran (SAF.PA) | 0.12% | 0.73% | 16.47% | - |
 Garmin (GRMN) | 0.12% | 0% | 6.61% | 2/3/2025 |
 CGI (GIB) | 0.12% | 0% | 5.13% | 4/10/2023 |
 Aviva (AV.L) | 0.11% | 0.88% | 7.3% | - |
 iShares MSCI India ETF (INDA) | 0.11% | 0% | 13.12% | 7/19/2024 |
 Douyu (DOYU) | 0.11% | 0% | 7.5% | 8/16/2023 |
 Fluor (FLR.US) | 0.11% | 0% | 13.91% | 1/2/2024 |
 Li Auto (LI) | 0.11% | 0% | 4.14% | 6/22/2023 |
 Leonardo (LDO.MI) | 0.11% | 0.72% | 13.51% | - |
 Applied Industrial Technologies (AIT) | 0.1% | 0% | 4.93% | 8/2/2024 |
 Deutsche Bank (DB) | 0.1% | 0% | 10.85% | 4/29/2024 |
 Splunk Inc (SPLK) | 0.1% | 0% | 6.11% | 5/24/2023 |
 MGM (MGM) | 0.1% | 0% | 8.97% | 8/3/2023 |
 Kronos (KRO) | 0.09% | 0.07% | 45.56% | - |
 Synopsys (SNPS) | 0.08% | 0% | 4.44% | 3/27/2024 |
 GoDaddy (GDDY) | 0.08% | 0% | 7.79% | 5/2/2024 |
 Wingstop (WING) | 0.08% | 0% | 5.13% | 9/21/2023 |
 NatWest (NWG.L) | 0.08% | 0% | 5.52% | 2/14/2025 |
 Carpenter Technology (CRS) | 0.08% | 0% | 9.47% | 7/2/2024 |
 Peloton (PTON) | 0.08% | 0% | 31.16% | 11/19/2024 |
 Virgin Galactic (SPCE) | 0.08% | 0% | 73.77% | 1/28/2025 |
 LSE (LSEG.L) | 0.08% | 0% | 5.33% | 12/23/2024 |
 Booking (BKNG) | 0.07% | 0% | 4.54% | 5/23/2023 |
 Core & Main (CNM) | 0.07% | 0% | 3.16% | 2/3/2023 |
 Gap (GAP) | 0.07% | 0% | 8.19% | 6/4/2024 |
 Tapestry (TPR) | 0.07% | 0% | 2.27% | 1/24/2023 |
 Coinbase (COIN) | 0.07% | 0% | 4.24% | 1/31/2025 |
 Lennar (LEN) | 0.06% | 0% | 4.14% | 8/2/2023 |
 FTAI Aviation (FTAI) | 0.06% | 0% | 3.94% | 9/13/2023 |
 Urban Outfitters (URBN) | 0.05% | 0% | 3.25% | 5/10/2023 |
 Haemonetics (HAE) | 0.05% | 0% | 3.35% | 7/17/2024 |
 Applied Materials (AMAT) | 0.05% | 0% | 3.35% | 3/11/2024 |
 Wetherspoon (JDW.L) | 0.05% | 0% | 3.06% | 9/4/2023 |
 Alaska Air (ALK) | 0.05% | 0% | 2.17% | 7/13/2023 |
 Arch Resources (ARCH) | 0.05% | 0% | 2.86% | 3/2/2023 |
 Macy's (M) | 0.05% | 0% | 2.96% | 2/1/2023 |
 NRG Energy (NRG) | 0.05% | 0% | 4.04% | 2/12/2024 |
 Skyward Specialty (SKWD) | 0.05% | 0% | 9.76% | 4/26/2024 |
 Stride (LRN) | 0.05% | 1.38% | 3.55% | - |
 Unilever (ULVR.L) | 0.05% | 0% | 9.07% | 3/7/2024 |
 DocuSign (DOCU) | 0.04% | 0% | 4.54% | 4/16/2024 |
 Cenovus (CVE) | 0.04% | 0% | 5.52% | 2/27/2024 |
 Camtek (CAMT) | 0.04% | 0% | 3.45% | 1/26/2024 |
 Volkswagen (VOW3.DE) | 0.04% | 0% | 1.97% | 6/19/2023 |
 Pilgrim's Pride (PPC) | 0.04% | 0% | 3.35% | 1/25/2024 |
 ABF (ABF.L) | 0.04% | 0% | 2.66% | 7/26/2023 |
 RWE (RWE.DE) | 0.03% | 0% | 1.58% | 5/16/2024 |
 Workday (WDAY) | 0.03% | 0% | 2.86% | 11/15/2024 |
 Financial Select Sector SPDR (XLF) | 0.03% | 0% | 1.87% | 12/4/2024 |
 Ferrari (RACE) | 0.03% | 0% | 1.38% | 4/20/2023 |
 Owens Corning (OC) | 0.03% | 0% | 2.56% | 5/29/2024 |
 Tyson Foods (TSN) | 0.02% | 0% | 1.38% | 5/23/2024 |
 Sea (SE) | 0.02% | 0% | 1.48% | 3/24/2023 |
 LiveRamp (RAMP) | 0.02% | 0% | 4.14% | 1/3/2024 |
 Norwegian Cruise Line (NCLH) | 0.02% | 1.14% | 1.78% | - |
 Crowdstrike (CRWD) | 0.02% | 1.37% | 1.28% | - |
 3D Systems (DDD) | 0.02% | 0% | 2.86% | 1/3/2024 |
 Siemens Energy (ENR.DE) | 0.02% | 0.87% | 1.78% | - |
 MINISO (MNSO) | 0.02% | 0% | 2.76% | 1/17/2024 |
 Rigel (RIGL) | 0.01% | 0% | 1.87% | 12/11/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 0.39% | 11/7/2023 |
 Duolingo (DUOL) | 0.01% | 0% | 0.69% | 10/11/2023 |
 Fetch.ai (FET) | 0.01% | 0% | 1.48% | 3/30/2024 |
 JOYY (JOYY) | 0.01% | 0% | 0.59% | 4/4/2023 |
 Flare (FLR) | 0.01% | 0.01% | 96.75% | - |
 Robinhood (HOOD) | 0.01% | 0% | 0.59% | 2/2/2023 |
 ARM (ARM) | 0.01% | 0% | 0.69% | 12/29/2023 |
 Bumble (BMBL) | 0.01% | 0% | 0.3% | 1/27/2023 |
 BJ's (BJ) | 0.01% | 0% | 0.3% | 2/2/2023 |
 UiPath (PATH) | 0% | 0% | 0.2% | 2/1/2023 |
 Vertiv (VRT) | 0% | 0% | 0.39% | 3/19/2024 |
 Potbelly (PBPB) | 0% | 0% | 0.39% | 2/7/2025 |
 Okta (OKTA) | 0% | 0% | 0.1% | 2/2/2023 |
 Songbird (SGB) | 0% | 0% | 5.03% | 2/23/2023 |
 Sandisk Corp/DE (SNDK) | 0% | 0% | 0.49% | 3/3/2025 |
 LOCKED FOR CVR USE (CVR13649) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 9.68% | 14.35% |
| NVIDIA (NVDA) | 9.32% | 10.35% |
| Tesla (TSLA) | 6.94% | 7.21% |
| BlackRock (BLK) | 4.48% | 5.1% |
| Meta (META) | 3.03% | 3.49% |
| Amazon (AMZN) | 3.02% | 3.48% |
| Dell (DELL) | 3.54% | 3.27% |
| First Trust Cloud Computing (SKYY) | 2.83% | 3.18% |
| AppLovin (APP) | 2.53% | 2.89% |
| SkyWest (SKYW) | 2.55% | 2.68% |
| Supermicro (SMCI) | 4.89% | 2.34% |
| Eli Lilly (LLY) | 2.3% | 2.3% |
| Abercrombie & Fitch (ANF) | 1.97% | 2.22% |
| Magnificent-7 | 1.29% | 2.09% |
| Leidos (LDOS) | 1.68% | 1.92% |
| Garmin (GRMN) | 1.63% | 1.84% |
| Marvell (MRVL) | 1.39% | 1.64% |
| Dropbox (DBX) | 1.29% | 1.61% |
| NatWest (NWG.L) | 1.28% | 1.51% |
| Airbus (AIR.PA) | 1.38% | 1.5% |
| Onto Innovation (ONTO) | 1.72% | 1.49% |
| Coinbase (COIN) | 1.49% | 1.48% |
| United Airlines (UAL) | 0.64% | 1.36% |
| Micron (MU) | 1.28% | 1.1% |
| PDD Holdings (PDD) | 1.31% | 1.04% |
| Bitcoin (BTC) | 0.63% | 1% |
| Marks & Spencer (MKS.L) | 0.78% | 0.92% |
| Diageo (DGE.L) | 1.02% | 0.92% |
| easyJet (EZJ.L) | 0.68% | 0.88% |
| ArcelorMittal (MTS.MC) | 0.86% | 0.84% |
| Crocs (CROX) | 0.88% | 0.82% |
| Sonoco (SON) | 0.92% | 0.82% |
| Siemens (SIE.DE) | 0.65% | 0.78% |
| Volvo (VOLV-A.ST) | 0.7% | 0.73% |
| MongoDB (MDB) | 1.18% | 0.67% |
| Games Workshop (GAW.L) | 0.45% | 0.66% |
| Alibaba (BABA) | 0.64% | 0.65% |
| Kraft Heinz (KHC) | 0.64% | 0.6% |
| Skechers (SKX) | 0.51% | 0.59% |
| Ford (F) | 0.7% | 0.59% |
| ARK Innovation ETF (ARKK) | 0.8% | 0.57% |
| Hologic (HOLX) | 0.51% | 0.51% |
| Niu (NIU) | 2.2% | 0.51% |
| Uber (UBER) | 0.58% | 0.51% |
| Porsche (PAH3.DE) | 0.66% | 0.5% |
| Jack in the Box (JACK) | 0.88% | 0.44% |
| National Grid (NG.L) | 0.46% | 0.44% |
| Invesco China Technology ETF (CQQQ) | 0.44% | 0.42% |
| Western Digital (WDC) | 0.45% | 0.4% |
| Maximus (MMS) | 0.38% | 0.39% |
| JinkoSolar (JKS) | 0.64% | 0.39% |
| Ally (ALLY) | 0.49% | 0.39% |
| JD Sports (JD.L) | 0.51% | 0.32% |
| Persimmon (PSN.L) | 0.51% | 0.27% |
| Kronos (KRO) | 0.26% | 0.23% |
| Foot Locker (FL) | 0.54% | 0.23% |
| Green Plains (GPRE) | 0.46% | 0.2% |
| Canadian Solar (CSIQ) | 0.62% | 0.17% |
| Zoom (ZM) | 0.52% | 0.12% |
| Nio (NIO) | 1.13% | 0.1% |
| Roku (ROKU) | 0.4% | 0.1% |
| GoPro (GPRO) | 0.62% | 0.08% |
| Wolfspeed (WOLF) | 0.42% | 0.03% |
| Flare (FLR) | 0.01% | 0.01% |
| Virgin Galactic (SPCE) | 0.81% | 0.01% |
| Songbird (SGB) | 0% | 0% |