Portfolio Diversification
Range
Most Diversified
60 instruments
November 15, 2023
Least Diversified
0 instruments
February 2, 2025
Average
54.7 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
META99.91%
AMZN99.91%
CVX99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Tesla (TSLA) | 24.97% | 0% | 99.91% | 2/1/2025 |
 AMD (AMD) | 6.56% | 0% | 99.91% | 2/1/2025 |
 Group 1 Automotive (GPI) | 5.59% | 0% | 99.91% | 2/1/2025 |
 NVIDIA (NVDA) | 4.72% | 0% | 97.45% | 2/1/2025 |
| Apple (AAPL) | 3.97% | 0% | 99.91% | 2/1/2025 |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 3.78% | 0% | 99.91% | 2/1/2025 |
 Disney (DIS) | 3.61% | 0% | 99.91% | 2/1/2025 |
| Amazon (AMZN) | 3.3% | 0% | 99.91% | 2/1/2025 |
 Rolls-Royce (RR.L) | 2.49% | 0% | 99.91% | 2/1/2025 |
 Visa (V) | 2.24% | 0% | 99.91% | 2/1/2025 |
| Alphabet (GOOG) | 2.11% | 0% | 99.91% | 2/1/2025 |
 Mastercard (MA) | 1.76% | 0% | 99.91% | 2/1/2025 |
 PayPal (PYPL) | 1.47% | 0% | 99.91% | 2/1/2025 |
 GE (GE) | 1.44% | 0% | 99.91% | 2/1/2025 |
| Chevron (CVX) | 1.41% | 0% | 99.91% | 2/1/2025 |
 Bitcoin (BTC) | 1.4% | 0% | 97.26% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 1.37% | 0% | 99.91% | 2/1/2025 |
 Bio-Rad (BIO) | 1.34% | 0% | 99.91% | 2/1/2025 |
 Home Depot (HD) | 1.31% | 0% | 99.91% | 2/1/2025 |
| Meta (META) | 1.3% | 0% | 99.91% | 2/1/2025 |
 XRP (XRP) | 1.22% | 0% | 99.91% | 2/1/2025 |
 Rightmove (RMV.L) | 1.19% | 0% | 99.91% | 2/1/2025 |
 McDonald's (MCD) | 1.15% | 0% | 99.91% | 2/1/2025 |
 Wynn Resorts (WYNN) | 1.12% | 0% | 65.33% | 1/16/2024 |
 Block Inc. (XYZ) | 0.97% | 0% | 99.91% | 2/1/2025 |
 Pfizer (PFE) | 0.96% | 0% | 99.91% | 2/1/2025 |
 Asana (ASAN) | 0.9% | 0% | 99.91% | 2/1/2025 |
 GM (GM) | 0.86% | 0% | 99.91% | 2/1/2025 |
 Nike (NKE) | 0.83% | 0% | 99.91% | 2/1/2025 |
 American Airlines (AAL) | 0.83% | 0% | 99.91% | 2/1/2025 |
 Bloom Energy (BE) | 0.77% | 0% | 99.91% | 2/1/2025 |
 Reata Pharmaceuticals Inc (RETA) | 0.75% | 0% | 55.38% | 9/28/2023 |
 Qifu Technology (QFIN) | 0.72% | 0% | 99.91% | 2/1/2025 |
 Ford (F) | 0.72% | 0% | 65.33% | 1/16/2024 |
 Barrick (GOLD.BARRICK) | 0.71% | 0% | 99.91% | 2/1/2025 |
 BlackRock (BLK) | 0.67% | 0% | 64.87% | 1/11/2024 |
 Ballard Power (BLDP) | 0.65% | 0% | 99.91% | 2/1/2025 |
 Citi (C) | 0.59% | 0% | 65.33% | 1/16/2024 |
 FedEx (FDX) | 0.52% | 0% | 65.33% | 1/16/2024 |
 Micron (MU) | 0.48% | 0% | 65.33% | 1/16/2024 |
 Netflix (NFLX) | 0.48% | 0% | 65.33% | 1/16/2024 |
 TUI AG (TUI.L) | 0.46% | 0% | 81.75% | 7/16/2024 |
 Nio (NIO) | 0.43% | 0% | 99.91% | 2/1/2025 |
 Corbus Pharmaceuticals (CRBP) | 0.42% | 0% | 99.91% | 2/1/2025 |
 Coca-Cola (KO) | 0.41% | 0% | 20.07% | 2/1/2025 |
 Corsair (CRSR) | 0.37% | 0% | 99.91% | 2/1/2025 |
 Dassault Systemes (DSY.PA) | 0.34% | 0% | 40.33% | 2/1/2025 |
 Palantir (PLTR) | 0.34% | 0% | 65.33% | 1/16/2024 |
 GE Vernova (GEV) | 0.33% | 0% | 27.55% | 2/1/2025 |
 Herbalife (HLF) | 0.31% | 0% | 99.91% | 2/1/2025 |
 Oracle (ORCL) | 0.29% | 0% | 51.19% | 2/1/2025 |
 Zynerba Pharmaceuticals Inc (ZYNE) | 0.29% | 0% | 57.12% | 10/18/2023 |
 Zoom (ZM) | 0.26% | 0% | 99.91% | 2/1/2025 |
 Stellar (XLM) | 0.24% | 0% | 99.91% | 2/1/2025 |
 SunPower (SPWRQ) | 0.23% | 0% | 84.22% | 8/12/2024 |
 Lemonade (LMND) | 0.22% | 0% | 99.91% | 2/1/2025 |
 EA (EA) | 0.21% | 0% | 20.53% | 2/1/2025 |
 Jumia (JMIA) | 0.19% | 0% | 99.91% | 2/1/2025 |
 Aston Martin (AML.L) | 0.18% | 0% | 20.62% | 2/1/2025 |
 Boxlight (BOXL) | 0.15% | 0% | 99.91% | 2/1/2025 |
 GE HealthCare (GEHC) | 0.1% | 0% | 33.39% | 1/12/2024 |
 Peloton (PTON) | 0.1% | 0% | 99.91% | 2/1/2025 |
 Kratos (KTOS) | 0.06% | 0% | 5.75% | 1/16/2024 |
 Amadeus (AMS.MC) | 0.02% | 0% | 2.19% | 1/24/2022 |
 Flare (FLR) | 0.01% | 0% | 38.5% | 12/4/2024 |
 Songbird (SGB) | 0% | 0% | 26.64% | 1/10/2024 |
 Zynerba Pharmaceuticals, Inc. CVR (ZYNE.CVR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 7.42% | 31.39% |
| Group 1 Automotive (GPI) | 3.22% | 8.18% |
| Rolls-Royce (RR.L) | 2.16% | 4.88% |
| AMD (AMD) | 3.79% | 4.66% |
| Apple (AAPL) | 3.59% | 4.07% |
| XRP (XRP) | 7.51% | 3.4% |
| Bitcoin (BTC) | 2.73% | 3.34% |
| Disney (DIS) | 7.18% | 3.08% |
| SPDR S&P Oil & Gas Exploration & Prod (XOP) | 1.2% | 2.87% |
| Amazon (AMZN) | 2.39% | 2.62% |
| NVIDIA (NVDA) | 3.32% | 2.24% |
| Visa (V) | 1.8% | 1.88% |
| Meta (META) | 1.2% | 1.85% |
| Mastercard (MA) | 1.56% | 1.81% |
| Alphabet (GOOG) | 1.2% | 1.75% |
| Coca-Cola (KO) | 2.39% | 1.63% |
| GE (GE) | 1.2% | 1.6% |
| GE Vernova (GEV) | 0.6% | 1.56% |
| PayPal (PYPL) | 5.15% | 1.29% |
| Home Depot (HD) | 1.2% | 1.21% |
| Qifu Technology (QFIN) | 1.2% | 1.14% |
| Rightmove (RMV.L) | 1.32% | 1.05% |
| Berkshire Hathaway (BRK.B) | 0.7% | 0.97% |
| GM (GM) | 1.39% | 0.89% |
| Block Inc. (XYZ) | 3.59% | 0.88% |
| EA (EA) | 1.2% | 0.88% |
| Bloom Energy (BE) | 1.2% | 0.81% |
| American Airlines (AAL) | 1.2% | 0.79% |
| Chevron (CVX) | 0.71% | 0.7% |
| Aston Martin (AML.L) | 1.2% | 0.61% |
| McDonald's (MCD) | 0.85% | 0.61% |
| Dassault Systemes (DSY.PA) | 1.05% | 0.6% |
| Oracle (ORCL) | 0.6% | 0.58% |
| Pfizer (PFE) | 1.2% | 0.53% |
| Barrick (GOLD.BARRICK) | 1.2% | 0.49% |
| Nike (NKE) | 1.2% | 0.47% |
| Stellar (XLM) | 1.2% | 0.46% |
| Bio-Rad (BIO) | 1.2% | 0.43% |
| Lemonade (LMND) | 1.2% | 0.32% |
| Corbus Pharmaceuticals (CRBP) | 1.2% | 0.23% |
| Zoom (ZM) | 1.2% | 0.21% |
| Ballard Power (BLDP) | 2.39% | 0.18% |
| Corsair (CRSR) | 1.2% | 0.14% |
| Nio (NIO) | 2.39% | 0.14% |
| Asana (ASAN) | 1.2% | 0.13% |
| Jumia (JMIA) | 1.2% | 0.11% |
| Herbalife (HLF) | 1.2% | 0.1% |
| Peloton (PTON) | 1.2% | 0.07% |
| Boxlight (BOXL) | 1.2% | 0.02% |
| Flare (FLR) | 0.01% | 0% |
| SunPower (SPWRQ) | 1.2% | 0% |
| Zynerba Pharmaceuticals, Inc. CVR (ZYNE.CVR) | 0% | 0% |