Portfolio Diversification
Range
Most Diversified
34 instruments
January 14, 2025
Least Diversified
0 instruments
February 2, 2025
Average
30.7 instruments
Most Consistent Holdings
Top 5
AAPL99.86%
GOOG99.86%
META99.86%
MSFT99.86%
AMZN99.86%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 13.06% | 18.06% | 99.86% | - |
 Tesla (TSLA) | 8.15% | 7.98% | 99.86% | - |
| Alphabet (GOOG) | 7.94% | 8.99% | 99.86% | - |
 GE (GE) | 6.28% | 5.7% | 99.86% | - |
| Apple (AAPL) | 6.09% | 4.87% | 99.86% | - |
| Microsoft (MSFT) | 6.08% | 4.5% | 99.86% | - |
 Crowdstrike (CRWD) | 5.39% | 6.06% | 99.86% | - |
 Berkshire Hathaway (BRK.B) | 5.33% | 4.21% | 99.86% | - |
| Amazon (AMZN) | 4.91% | 4.5% | 99.86% | - |
 Trade Desk (TTD) | 4.23% | 1.16% | 99.79% | - |
 ASML (ASML) | 3.93% | 3.1% | 99.86% | - |
 JPMorgan (JPM) | 3.46% | 3.3% | 99.86% | - |
 HubSpot (HUBS) | 3.39% | 1.11% | 99.86% | - |
 Shopify (SHOP) | 3.36% | 6.34% | 99.86% | - |
 AMD (AMD) | 3.35% | 3.31% | 99.86% | - |
| Meta (META) | 3.07% | 3.11% | 99.86% | - |
 GE HealthCare (GEHC) | 1.04% | 0.71% | 75.37% | - |
 Zoom (ZM) | 0.94% | 0.25% | 99.79% | - |
 Okta (OKTA) | 0.78% | 0% | 74.38% | 12/19/2024 |
 GE Vernova (GEV) | 0.74% | 2.57% | 43.6% | - |
 Roku (ROKU) | 0.73% | 0% | 74.38% | 12/19/2024 |
 Wix (WIX) | 0.67% | 0.24% | 99.86% | - |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.66% | 1.27% | 41.83% | - |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.65% | 1.23% | 41.83% | - |
 Pinterest (PINS) | 0.47% | 0% | 36.66% | 6/28/2023 |
 DocuSign (DOCU) | 0.46% | 0% | 36.66% | 6/28/2023 |
 Atlassian (TEAM) | 0.39% | 0.12% | 99.86% | - |
 Visa (V) | 0.39% | 0.81% | 41.83% | - |
 Snowflake (SNOW) | 0.29% | 0.32% | 63.2% | - |
 Nice (NICE) | 0.24% | 0.3% | 41.76% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.24% | 1.57% | 11.75% | - |
 Masimo (MASI) | 0.2% | 0.2% | 61.64% | - |
 Upstart (UPST) | 0.19% | 0.25% | 61.64% | - |
 Asana (ASAN) | 0.17% | 0.04% | 99.86% | - |
 Unity (U) | 0.16% | 0.85% | 25.48% | - |
 DoorDash (DASH.US) | 0.16% | 0.57% | 25.48% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.15% | 0% | 18.4% | 3/19/2024 |
 Kinsale (KNSL) | 0.12% | 0.35% | 25.48% | - |
 Fiverr (FVRR) | 0.11% | 0% | 57.96% | 4/29/2024 |
 Fastly (FSLY) | 0.1% | 0% | 55.06% | 3/19/2024 |
 Lemonade (LMND) | 0.09% | 0% | 55.06% | 3/19/2024 |
 Enphase (ENPH) | 0.09% | 0.03% | 61.57% | - |
 Bitcoin (BTC) | 0.06% | 0% | 9.77% | 8/5/2024 |
 Peloton (PTON) | 0.05% | 0% | 36.66% | 6/28/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 7.99% | 17.21% |
| Tesla (TSLA) | 5.88% | 8.5% |
| Alphabet (GOOG) | 7.56% | 6.92% |
| Apple (AAPL) | 4.97% | 5.55% |
| Amazon (AMZN) | 6.22% | 5.53% |
| Crowdstrike (CRWD) | 5.57% | 5.31% |
| Shopify (SHOP) | 5.94% | 5.29% |
| Microsoft (MSFT) | 5.75% | 4.99% |
| Berkshire Hathaway (BRK.B) | 5.06% | 4.72% |
| Trade Desk (TTD) | 4.42% | 4.71% |
| GE (GE) | 4.34% | 3.93% |
| Meta (META) | 3.41% | 3.51% |
| JPMorgan (JPM) | 3.16% | 3.09% |
| HubSpot (HUBS) | 4.01% | 2.64% |
| ASML (ASML) | 4.05% | 2.47% |
| AMD (AMD) | 3.79% | 2.42% |
| GE Vernova (GEV) | 0% | 1.55% |
| Iboxx $ High Yield Corporate Bd Ishares (HYG) | 2.36% | 1.54% |
| iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 2.36% | 1.52% |
| Visa (V) | 1.24% | 0.92% |
| GE HealthCare (GEHC) | 0% | 0.82% |
| Wix (WIX) | 1.25% | 0.66% |
| Nice (NICE) | 1.24% | 0.59% |
| Unity (U) | 0.83% | 0.53% |
| Kinsale (KNSL) | 0.83% | 0.52% |
| DoorDash (DASH.US) | 0.83% | 0.52% |
| Upstart (UPST) | 0.43% | 0.41% |
| Masimo (MASI) | 0.31% | 0.3% |
| Snowflake (SNOW) | 0.55% | 0.29% |
| Zoom (ZM) | 0.35% | 0.29% |
| Atlassian (TEAM) | 0.59% | 0.23% |
| Asana (ASAN) | 0.69% | 0.08% |
| Enphase (ENPH) | 0.32% | 0.08% |