Portfolio Diversification
Range
Most Diversified
11 instruments
May 8, 2024
Least Diversified
0 instruments
June 3, 2023
Average
3.2 instruments
Most Consistent Holdings
Top 5
ANET47.95%
VOO43.35%
UPST38.59%
BTC31.03%
META22.66%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since June 1, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 34.51% | 0% | 43.35% | 6/12/2024 |
| Arista (ANET) | 18.02% | 63.5% | 47.95% | - |
| Bitcoin (BTC) | 15.43% | 0% | 31.03% | 11/12/2024 |
 NVIDIA (NVDA) | 9.27% | 0% | 22.5% | 2/13/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 2.91% | 0% | 3.61% | 7/13/2023 |
| Meta (META) | 0.93% | 12.5% | 22.66% | - |
 AMD (AMD) | 0.74% | 6.63% | 22.66% | - |
 Okta (OKTA) | 0.63% | 12.16% | 6.24% | - |
 JD Sports (JD.L) | 0.61% | 0% | 19.7% | 8/1/2024 |
 Shopify (SHOP) | 0.44% | 0% | 2.63% | 2/29/2024 |
| Upstart (UPST) | 0.36% | 0% | 38.59% | 10/14/2024 |
 Innoviz (INVZ) | 0.23% | 3.49% | 6.73% | - |
 UNITE Group (UTG.L) | 0.16% | 0% | 3.45% | 5/29/2024 |
 Reddit Inc (RDDT) | 0.16% | 0% | 12.64% | 6/12/2024 |
 Tesla (TSLA) | 0.14% | 0% | 12.64% | 6/12/2024 |
 Teleperformance (TEP.PA) | 0.13% | 0% | 5.75% | 5/7/2024 |
 Under Armour (UAA) | 0.11% | 1.72% | 6.73% | - |
 Ocugen (OCGN) | 0.05% | 0% | 12.64% | 6/12/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Arista (ANET) | 63.53% | 70.83% |
| Meta (META) | 13.41% | 10.9% |
| AMD (AMD) | 8.77% | 7.03% |
| Okta (OKTA) | 6.7% | 5.48% |
| Innoviz (INVZ) | 5.35% | 3.94% |
| Under Armour (UAA) | 2.23% | 1.81% |