Portfolio Diversification
Range
Most Diversified
14 instruments
June 22, 2023
Least Diversified
2 instruments
September 13, 2025
Average
11.8 instruments
Most Consistent Holdings
Top 5
TWLO99.62%
MTCH98.26%
SEDG89.06%
NTDOY86.72%
ADSK86.64%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 First Solar (FSLR) | 8.6% | 0% | 86.34% | 3/20/2025 |
| Nintendo (NTDOY) | 7.16% | 0% | 86.72% | 3/25/2025 |
 Congress-Buys | 6.81% | 0% | 9.81% | 9/12/2025 |
 Airbnb (ABNB) | 6.69% | 0% | 86.34% | 3/20/2025 |
 Atlassian (TEAM) | 6.54% | 0% | 86.34% | 3/20/2025 |
 Boeing (BA) | 6.15% | 0% | 86.34% | 3/20/2025 |
 Microsoft (MSFT) | 4.28% | 0% | 47.77% | 3/20/2025 |
 IBM (IBM) | 3.82% | 0% | 82.64% | 1/30/2025 |
| Autodesk (ADSK) | 3.27% | 0% | 86.64% | 3/24/2025 |
 Amazon (AMZN) | 2.88% | 0% | 57.13% | 2/26/2024 |
 Diageo (DGE.L) | 2.79% | 0% | 86.34% | 3/20/2025 |
| Match Group (MTCH) | 2.68% | 0% | 98.26% | 8/25/2025 |
 NVIDIA (NVDA) | 1.77% | 0% | 19.77% | 4/17/2025 |
| Twilio (TWLO) | 1.72% | 0% | 99.62% | 9/12/2025 |
 Russell 2000 Index (Non Expiry) (RTY) | 1.71% | 0% | 12.3% | 9/11/2025 |
| SolarEdge (SEDG) | 1.63% | 0% | 89.06% | 8/25/2025 |
 Ford (F) | 1.14% | 0% | 12.3% | 9/11/2025 |
 BlackRock (BLK) | 0.57% | 0% | 4% | 5/12/2025 |
 3M (MMM) | 0.35% | 0% | 31.17% | 3/14/2023 |
 GM (GM) | 0.27% | 0% | 2.57% | 5/5/2025 |
 Gold (Non Expiry) (GOLD) | 0.14% | 15.55% | 1.13% | - |
 GCI Liberty Inc (GLIBK) | 0.06% | 0% | 4.23% | 9/12/2025 |
 PelosiTracker | 0.01% | 1.55% | 0.45% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| First Solar (FSLR) | 4.24% | 9.92% |
| Microsoft (MSFT) | 7.07% | 9.05% |
| Nintendo (NTDOY) | 7.07% | 8.97% |
| Atlassian (TEAM) | 7.07% | 8.11% |
| Airbnb (ABNB) | 7.07% | 7.01% |
| Boeing (BA) | 5.65% | 6.11% |
| Autodesk (ADSK) | 4.24% | 4.41% |
| Diageo (DGE.L) | 2.83% | 2.33% |
| Twilio (TWLO) | 5.65% | 1.98% |
| Match Group (MTCH) | 7.07% | 1.72% |
| IBM (IBM) | 0.71% | 0.93% |
| SolarEdge (SEDG) | 2.83% | 0.16% |