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Portfolio Diversification
Range
Most Diversified
34 instruments
January 14, 2025
Least Diversified
0 instruments
February 2, 2025
Average
30.9 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
GOOG99.87%
META99.87%
MSFT99.87%
AMZN99.87%
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) | 13.36% | 17.54% | 99.87% | - |
 Tesla (TSLA) | 8.1% | 6.64% | 99.87% | - |
| Alphabet (GOOG) | 8.03% | 9.9% | 99.87% | - |
 GE (GE) | 6.27% | 6.29% | 99.87% | - |
| Apple (AAPL) | 6.02% | 4.71% | 99.87% | - |
| Microsoft (MSFT) | 5.98% | 3.99% | 99.87% | - |
 Crowdstrike (CRWD) | 5.39% | 5.49% | 99.87% | - |
 Berkshire Hathaway (BRK.B) | 5.27% | 4.28% | 99.87% | - |
| Amazon (AMZN) | 4.9% | 5.31% | 99.87% | - |
 Trade Desk (TTD) | 4.05% | 0% | 99.13% | 2/25/2026 |
 ASML (ASML) | 3.92% | 3.8% | 99.87% | - |
 Shopify (SHOP) | 3.48% | 5.34% | 99.87% | - |
 JPMorgan (JPM) | 3.44% | 3.07% | 99.87% | - |
 AMD (AMD) | 3.37% | 3.83% | 99.87% | - |
 HubSpot (HUBS) | 3.26% | 0.93% | 99.87% | - |
| Meta (META) | 3.09% | 4.41% | 99.87% | - |
 GE HealthCare (GEHC) | 1.02% | 0.64% | 76.71% | - |
 Zoom (ZM) | 0.91% | 0.23% | 99.73% | - |
 GE Vernova (GEV) | 0.85% | 3.07% | 46.52% | - |
 Okta (OKTA) | 0.74% | 0% | 70.35% | 12/19/2024 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.69% | 1.29% | 44.98% | - |
 Roku (ROKU) | 0.69% | 0% | 70.35% | 12/19/2024 |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.68% | 1.25% | 44.98% | - |
 Wix (WIX) | 0.64% | 0% | 99.06% | 2/23/2026 |
 Pinterest (PINS) | 0.44% | 0% | 34.67% | 6/28/2023 |
 DocuSign (DOCU) | 0.43% | 0% | 34.67% | 6/28/2023 |
 Visa (V) | 0.41% | 0.76% | 44.91% | - |
 Atlassian (TEAM) | 0.38% | 0% | 98.33% | 2/12/2026 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.32% | 2.51% | 16.13% | - |
 Snowflake (SNOW) | 0.29% | 0.27% | 65.19% | - |
 Nice (NICE) | 0.24% | 0.37% | 44.78% | - |
 Masimo (MASI) | 0.2% | 0.26% | 63.72% | - |
 Upstart (UPST) | 0.19% | 0.15% | 63.72% | - |
 Unity (U) | 0.19% | 0.38% | 29.52% | - |
 DoorDash (DASH.US) | 0.17% | 0% | 28.38% | 2/18/2026 |
 Asana (ASAN) | 0.16% | 0% | 98.13% | 2/9/2026 |
 ProShares UltraPro QQQ (TQQQ) | 0.14% | 0% | 17.4% | 3/19/2024 |
 Kinsale (KNSL) | 0.13% | 0.34% | 29.52% | - |
 Fiverr (FVRR) | 0.1% | 0% | 54.82% | 4/29/2024 |
 Fastly (FSLY) | 0.1% | 0% | 52.07% | 3/19/2024 |
 Enphase (ENPH) | 0.09% | 0.04% | 63.59% | - |
 Lemonade (LMND) | 0.09% | 0% | 52.07% | 3/19/2024 |
 Bitcoin (BTC) | 0.06% | 0% | 9.24% | 8/5/2024 |
 Peloton (PTON) | 0.05% | 0% | 34.67% | 6/28/2023 |
 Datadog (DDOG) | 0% | 0.6% | 0.33% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 7.77% | 18.9% |
| Alphabet (GOOG) | 7.35% | 9.04% |
| Tesla (TSLA) | 5.72% | 7.49% |
| Shopify (SHOP) | 5.77% | 6.34% |
| Crowdstrike (CRWD) | 5.41% | 5.76% |
| GE (GE) | 4.22% | 5.76% |
| Apple (AAPL) | 4.83% | 4.77% |
| Amazon (AMZN) | 6.05% | 4.61% |
| Microsoft (MSFT) | 5.59% | 4.53% |
| Berkshire Hathaway (BRK.B) | 4.92% | 4.14% |
| AMD (AMD) | 3.68% | 3.39% |
| JPMorgan (JPM) | 3.07% | 3.29% |
| Meta (META) | 3.32% | 3.13% |
| ASML (ASML) | 3.94% | 3.02% |
| GE Vernova (GEV) | 0% | 2.44% |
| NASDAQ100 Index (Non Expiry) (NSDQ100) | 2.53% | 1.6% |
| Iboxx $ High Yield Corporate Bd Ishares (HYG) | 2.3% | 1.25% |
| HubSpot (HUBS) | 3.9% | 1.21% |
| iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 2.3% | 1.21% |
| Trade Desk (TTD) | 4.29% | 1.2% |
| Unity (U) | 0.8% | 0.82% |
| Visa (V) | 1.21% | 0.8% |
| GE HealthCare (GEHC) | 0% | 0.68% |
| DoorDash (DASH.US) | 0.8% | 0.56% |
| Kinsale (KNSL) | 0.8% | 0.34% |
| Snowflake (SNOW) | 0.54% | 0.32% |
| Nice (NICE) | 1.21% | 0.31% |
| Zoom (ZM) | 0.34% | 0.25% |
| Wix (WIX) | 1.21% | 0.25% |
| Upstart (UPST) | 0.42% | 0.23% |
| Masimo (MASI) | 0.31% | 0.18% |
| Atlassian (TEAM) | 0.57% | 0.12% |
| Asana (ASAN) | 0.67% | 0.04% |
| Enphase (ENPH) | 0.31% | 0.03% |
Cash & Instruments Over Time
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