Portfolio Diversification
Range
Most Diversified
39 instruments
July 12, 2024
Least Diversified
35 instruments
January 2, 2023
Average
36.4 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
AMZN100%
BA100%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 17.8% | 19.06% | 100% | - |
 Booking (BKNG) | 12.89% | 15.68% | 100% | - |
 iShares Semiconductor ETF (SOXX) | 8.42% | 7.68% | 100% | - |
 Tesla (TSLA) | 6.47% | 6.5% | 100% | - |
 Disney (DIS) | 4.62% | 3.37% | 100% | - |
| Amazon (AMZN) | 4.32% | 4.28% | 100% | - |
 AMD (AMD) | 3.99% | 3.14% | 100% | - |
 Uber (UBER) | 3.84% | 4.71% | 100% | - |
 Invesco QQQ (QQQ) | 3.83% | 4.61% | 100% | - |
| Meta (META) | 2.32% | 3.14% | 100% | - |
 Adobe (ADBE) | 2.24% | 1.35% | 100% | - |
| Apple (AAPL) | 2.1% | 2.21% | 100% | - |
 Salesforce (CRM) | 1.96% | 1.62% | 100% | - |
 Nio (NIO) | 1.96% | 0.3% | 100% | - |
 Alibaba (BABA) | 1.95% | 1.84% | 100% | - |
 Airbnb (ABNB) | 1.77% | 1.28% | 100% | - |
| Alphabet (GOOG) | 1.38% | 2.42% | 100% | - |
| Boeing (BA) | 1.38% | 0.35% | 100% | - |
 Tencent (0700.HK) | 1.28% | 1.24% | 100% | - |
 Xiaomi (1810.HK) | 1.27% | 0% | 95.11% | 4/7/2025 |
 AT&T (T) | 1.18% | 0.94% | 100% | - |
 JPMorgan (JPM) | 1.05% | 1.39% | 100% | - |
 Southwest (LUV) | 1.05% | 0.55% | 100% | - |
 ARK Next Generation Internet ETF (ARKW) | 0.93% | 1.08% | 100% | - |
 Netflix (NFLX) | 0.77% | 1.14% | 100% | - |
 Alibaba (9988.HK) | 0.77% | 0.74% | 100% | - |
 Block Inc. (XYZ) | 0.59% | 0% | 86.5% | 1/23/2025 |
 Autodesk (ADSK) | 0.53% | 1.01% | 100% | - |
 Fastly (FSLY) | 0.45% | 0.06% | 100% | - |
 Lemonade (LMND) | 0.43% | 0.22% | 100% | - |
 McDonald's (MCD) | 0.37% | 1.2% | 37.37% | - |
 Peloton (PTON) | 0.34% | 0.21% | 100% | - |
 Bitcoin (BTC) | 0.34% | 1.42% | 37.25% | - |
 thomaspj | 0.27% | 0.78% | 36.32% | - |
 CPHequities | 0.26% | 0.67% | 36.2% | - |
 PayPal (PYPL) | 0.25% | 0.18% | 100% | - |
 Plug Power (PLUG) | 0.19% | 0.02% | 100% | - |
 Warner Bros Discovery (WBD) | 0.17% | 0.1% | 100% | - |
 Beyond Meat (BYND) | 0.1% | 0.02% | 100% | - |
 Caterpillar (CAT) | 0.04% | 0.33% | 11.41% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0% | 0% | 0.58% | 7/7/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 4.45% | 19.54% |
| Booking (BKNG) | 7.78% | 14.55% |
| iShares Semiconductor ETF (SOXX) | 6.67% | 8.01% |
| Tesla (TSLA) | 4.56% | 7.74% |
| Amazon (AMZN) | 4.45% | 4.7% |
| Invesco QQQ (QQQ) | 4.45% | 4.66% |
| Disney (DIS) | 5.11% | 3.78% |
| AMD (AMD) | 3.56% | 3.34% |
| Uber (UBER) | 3.59% | 3.19% |
| Meta (META) | 2.22% | 2.96% |
| Alphabet (GOOG) | 2.62% | 2.84% |
| Apple (AAPL) | 2.09% | 2.7% |
| Salesforce (CRM) | 1.78% | 1.92% |
| Xiaomi (1810.HK) | 2.22% | 1.83% |
| Adobe (ADBE) | 2% | 1.48% |
| Alibaba (BABA) | 5.34% | 1.3% |
| JPMorgan (JPM) | 0.93% | 1.29% |
| Airbnb (ABNB) | 2.22% | 1.26% |
| Tencent (0700.HK) | 2.22% | 1.05% |
| Autodesk (ADSK) | 1.11% | 1.03% |
| ARK Next Generation Internet ETF (ARKW) | 2% | 1% |
| Netflix (NFLX) | 0.67% | 0.88% |
| AT&T (T) | 1.33% | 0.8% |
| McDonald's (MCD) | 0.89% | 0.8% |
| Bitcoin (BTC) | 0.67% | 0.76% |
| thomaspj | 0.84% | 0.68% |
| CPHequities | 0.85% | 0.67% |
| Southwest (LUV) | 1.11% | 0.58% |
| Alibaba (9988.HK) | 2.22% | 0.5% |
| Block Inc. (XYZ) | 0.89% | 0.35% |
| Nio (NIO) | 4.67% | 0.33% |
| Boeing (BA) | 0.44% | 0.31% |
| Peloton (PTON) | 5.87% | 0.3% |
| Lemonade (LMND) | 1.33% | 0.26% |
| PayPal (PYPL) | 0.67% | 0.22% |
| Warner Bros Discovery (WBD) | 0.35% | 0.12% |
| Fastly (FSLY) | 0.89% | 0.07% |
| Plug Power (PLUG) | 0.89% | 0.05% |
| Beyond Meat (BYND) | 1.33% | 0.03% |