Portfolio Diversification
Range
Most Diversified
34 instruments
January 14, 2025
Least Diversified
0 instruments
February 2, 2025
Average
30.6 instruments
Most Consistent Holdings
Top 5
AAPL99.92%
GOOG99.92%
META99.92%
MSFT99.92%
AMZN99.92%
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) | 12.63% | 19% | 99.92% | - |
 Tesla (TSLA) | 8.23% | 6.19% | 99.92% | - |
| Alphabet (GOOG) | 7.95% | 7.33% | 99.92% | - |
 GE (GE) | 6.34% | 5.76% | 99.92% | - |
| Apple (AAPL) | 6.2% | 4.6% | 99.92% | - |
| Microsoft (MSFT) | 6.19% | 5.22% | 99.92% | - |
 Berkshire Hathaway (BRK.B) | 5.42% | 4.57% | 99.92% | - |
 Crowdstrike (CRWD) | 5.33% | 5.53% | 99.92% | - |
| Amazon (AMZN) | 4.93% | 5.15% | 99.92% | - |
 Trade Desk (TTD) | 4.45% | 1.81% | 99.92% | - |
 ASML (ASML) | 4.02% | 2.33% | 99.92% | - |
 HubSpot (HUBS) | 3.55% | 1.53% | 99.92% | - |
 JPMorgan (JPM) | 3.48% | 3.39% | 99.92% | - |
 AMD (AMD) | 3.35% | 2.8% | 99.92% | - |
 Shopify (SHOP) | 3.14% | 6.26% | 99.92% | - |
| Meta (META) | 3.06% | 3.89% | 99.92% | - |
 GE HealthCare (GEHC) | 1.07% | 0.68% | 73.53% | - |
 Zoom (ZM) | 1% | 0.26% | 99.92% | - |
 Okta (OKTA) | 0.85% | 0% | 80.17% | 12/19/2024 |
 Roku (ROKU) | 0.79% | 0% | 80.17% | 12/19/2024 |
 Wix (WIX) | 0.7% | 0.39% | 99.92% | - |
 GE Vernova (GEV) | 0.63% | 2.45% | 39.44% | - |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.61% | 1.37% | 37.38% | - |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.6% | 1.33% | 37.38% | - |
 Pinterest (PINS) | 0.5% | 0% | 39.51% | 6/28/2023 |
 DocuSign (DOCU) | 0.49% | 0% | 39.51% | 6/28/2023 |
 Atlassian (TEAM) | 0.41% | 0.14% | 99.92% | - |
 Visa (V) | 0.36% | 0.88% | 37.45% | - |
 Snowflake (SNOW) | 0.28% | 0.36% | 60.41% | - |
 Nice (NICE) | 0.23% | 0.42% | 37.45% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.22% | 0% | 10.3% | 5/13/2025 |
 Masimo (MASI) | 0.2% | 0.22% | 58.73% | - |
 Upstart (UPST) | 0.19% | 0.39% | 58.73% | - |
 Asana (ASAN) | 0.18% | 0.05% | 99.92% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.16% | 0% | 19.83% | 3/19/2024 |
 DoorDash (DASH.US) | 0.13% | 0.68% | 19.76% | - |
 Fiverr (FVRR) | 0.12% | 0% | 62.47% | 4/29/2024 |
 Unity (U) | 0.11% | 0.82% | 19.76% | - |
 Fastly (FSLY) | 0.11% | 0% | 59.34% | 3/19/2024 |
 Lemonade (LMND) | 0.1% | 0% | 59.34% | 3/19/2024 |
 Kinsale (KNSL) | 0.1% | 0.44% | 19.76% | - |
 Enphase (ENPH) | 0.1% | 0.04% | 58.73% | - |
 Bitcoin (BTC) | 0.07% | 0% | 10.53% | 8/5/2024 |
 Peloton (PTON) | 0.05% | 0% | 39.51% | 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% |