Portfolio Diversification
Range
Most Diversified
14 instruments
June 22, 2023
Least Diversified
4 instruments
March 26, 2025
Average
12.3 instruments
Most Consistent Holdings
Top 5
MTCH100%
TWLO100%
NTDOY94.1%
ADSK94.02%
BA93.69%
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) | 9.34% | 0% | 93.69% | 3/20/2025 |
| Nintendo (NTDOY) | 7.78% | 0% | 94.1% | 3/25/2025 |
 Airbnb (ABNB) | 7.26% | 0% | 93.69% | 3/20/2025 |
 Atlassian (TEAM) | 7.1% | 0% | 93.69% | 3/20/2025 |
| Boeing (BA) | 6.68% | 0% | 93.69% | 3/20/2025 |
 Microsoft (MSFT) | 4.65% | 0% | 51.84% | 3/20/2025 |
 IBM (IBM) | 4.14% | 0% | 89.68% | 1/30/2025 |
| Autodesk (ADSK) | 3.54% | 0% | 94.02% | 3/24/2025 |
 Amazon (AMZN) | 3.12% | 0% | 62% | 2/26/2024 |
 Diageo (DGE.L) | 3.03% | 0% | 93.69% | 3/20/2025 |
| Match Group (MTCH) | 2.79% | 1.64% | 100% | - |
 NVIDIA (NVDA) | 1.92% | 0% | 21.46% | 4/17/2025 |
 SolarEdge (SEDG) | 1.75% | 0.2% | 90.09% | - |
| Twilio (TWLO) | 1.69% | 2.21% | 100% | - |
 Congress-Buys | 1.55% | 72.46% | 2.62% | - |
 Russell 2000 Index (Non Expiry) (RTY) | 0.8% | 13.82% | 5.32% | - |
 BlackRock (BLK) | 0.61% | 0% | 4.34% | 5/12/2025 |
 Ford (F) | 0.53% | 9.47% | 5.32% | - |
 3M (MMM) | 0.38% | 0% | 33.82% | 3/14/2023 |
 GM (GM) | 0.29% | 0% | 2.78% | 5/5/2025 |
 Gold (Non Expiry) (GOLD) | 0.07% | 0% | 0.74% | 4/10/2025 |
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% |