Portfolio Diversification
Range
Most Diversified
12 instruments
April 13, 2025
Least Diversified
0 instruments
July 19, 2024
Average
4.9 instruments
Most Consistent Holdings
Top 5
NVDA43.01%
BRE.MI36.68%
MTU.PA29.29%
PYPL24.01%
NKE19.53%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since July 9, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 11.99% | 0% | 43.01% | 6/12/2025 |
 Gold (Non Expiry) (GOLD) | 10.05% | 0% | 11.87% | 11/26/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 7.97% | 0% | 9.5% | 4/14/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 7.49% | 0% | 7.65% | 8/26/2024 |
 Jasmy (JASMY) | 3.99% | 0% | 7.12% | 2/5/2025 |
| PayPal (PYPL) | 3.61% | 0% | 24.01% | 5/8/2025 |
| Manitou BF SA (MTU.PA) | 2.91% | 0% | 29.29% | 6/25/2025 |
| Brembo (BRE.MI) | 2.6% | 2.74% | 36.68% | - |
| Nike (NKE) | 2.2% | 0% | 19.53% | 6/6/2025 |
 Helen of Troy (HELE) | 2.12% | 11.28% | 14.25% | - |
 Novo-Nordisk (NVO) | 1.96% | 0% | 9.23% | 7/7/2025 |
 Gevo (GEVO) | 1.86% | 0% | 5.8% | 2/27/2025 |
 Micron (MU) | 1.86% | 0% | 7.39% | 1/14/2025 |
 Alibaba (BABA) | 1.75% | 13.98% | 12.14% | - |
 Microchip (MCHP) | 1.65% | 0% | 11.35% | 5/14/2025 |
 Amazon (AMZN) | 1.62% | 0% | 7.92% | 3/14/2025 |
 Monro (MNRO) | 1.57% | 0% | 10.55% | 6/23/2025 |
 Visteon (VC) | 1.53% | 0% | 15.3% | 5/30/2025 |
 FinVolution (FINV) | 1.43% | 0% | 5.8% | 12/19/2024 |
 Pagaya (PGY) | 1.3% | 0% | 7.65% | 12/27/2024 |
 First Citizens (FCNCA) | 1.29% | 0% | 15.3% | 5/30/2025 |
 Stellantis (STLAM.MI) | 1.23% | 0% | 12.14% | 5/23/2025 |
 TMTG (DJT) | 1.17% | 0% | 1.85% | 1/23/2025 |
 VNET (VNET) | 1.16% | 0% | 9.23% | 7/22/2025 |
 UnitedHealth (UNH) | 1.13% | 0% | 7.39% | 6/13/2025 |
 MicroStrategy (MSTR) | 1.08% | 0% | 6.07% | 3/12/2025 |
 Mercantile Bank (MBWM) | 1.07% | 0% | 15.04% | 5/16/2025 |
 EVgo (EVGO) | 1.01% | 0% | 3.69% | 2/27/2025 |
 PDD Holdings (PDD) | 0.88% | 12.43% | 7.39% | - |
 Terns (TERN) | 0.84% | 0% | 6.33% | 12/27/2024 |
 Brown-Forman (BF-B) | 0.79% | 0% | 4.22% | 6/25/2025 |
 NuScale Power (SMR) | 0.75% | 0% | 3.43% | 2/27/2025 |
 Adobe (ADBE) | 0.73% | 14.08% | 5.8% | - |
 Plug Power (PLUG) | 0.67% | 7.78% | 11.35% | - |
 RCM Technologies (RCMT) | 0.58% | 0% | 4.49% | 12/20/2024 |
 Murphy Oil (MUR) | 0.57% | 0% | 5.28% | 7/10/2025 |
 Tesla (TSLA) | 0.56% | 0% | 3.17% | 3/24/2025 |
 Stellar (XLM) | 0.48% | 0% | 2.11% | 1/20/2025 |
 Hedera Hashgraph (HBAR) | 0.42% | 0% | 1.58% | 1/20/2025 |
 XRP (XRP) | 0.39% | 0% | 2.37% | 1/21/2025 |
 iShares Silver Trust (SLV) | 0.38% | 0% | 1.32% | 10/7/2024 |
 Nio (NIO) | 0.37% | 0% | 5.01% | 7/14/2025 |
 Montauk Renewables (MNTK) | 0.36% | 0% | 8.71% | 4/22/2025 |
 EUR/USD (EURUSD) | 0.33% | 0% | 0.53% | 11/19/2024 |
 Lululemon (LULU) | 0.3% | 6.96% | 2.11% | - |
 Omega Therapeutics (OMGAQ) | 0.27% | 0% | 2.64% | 2/24/2025 |
 Occidental (OXY) | 0.26% | 0% | 0.53% | 11/29/2024 |
 Xinyi Solar (0968.HK) | 0.25% | 0% | 6.6% | 7/21/2025 |
 Bitcoin (BTC) | 0.24% | 0% | 1.32% | 1/16/2025 |
 Intuitive Machines (LUNR) | 0.22% | 6.99% | 2.37% | - |
 Paycom (PAYC) | 0.2% | 0% | 1.58% | 7/1/2025 |
 Dogecoin (DOGE) | 0.18% | 0% | 1.06% | 1/20/2025 |
 AMD (AMD) | 0.18% | 0% | 0.79% | 2/13/2025 |
 XTI Aerospace (XTIA) | 0.18% | 0% | 12.66% | 2/24/2025 |
 Rpc (RES) | 0.17% | 0% | 2.11% | 5/16/2025 |
 Official Trump (Experimental) (TRUMP) | 0.16% | 0% | 0.53% | 2/3/2025 |
 CorMedix (CRMD) | 0.15% | 0% | 2.11% | 7/17/2025 |
 Wells Fargo (WFC) | 0.15% | 0% | 0.53% | 11/14/2024 |
 Platinum (Non Expiry) (PLATINUM) | 0.12% | 0% | 0.79% | 11/25/2024 |
 Rigetti (RGTI) | 0.09% | 0% | 0.53% | 3/5/2025 |
 Duolingo (DUOL) | 0.09% | 0% | 0.79% | 7/10/2025 |
 Ethereum (ETH) | 0.09% | 0% | 0.79% | 4/13/2025 |
 Campari (CPR.MI) | 0.08% | 0% | 0.53% | 1/23/2025 |
 Nu (NU) | 0.08% | 0% | 0.26% | 11/14/2024 |
 Insperity (NSP) | 0.07% | 10.89% | 0.79% | - |
 ASML (ASML) | 0.07% | 0% | 0.26% | 10/15/2024 |
 Bilibili (BILI) | 0.05% | 0% | 0.79% | 5/30/2025 |
 Altus Power (AMPS) | 0.04% | 0% | 0.53% | 12/11/2024 |
 Nature's Sunshine (NATR) | 0.04% | 0% | 1.06% | 7/22/2025 |
 Uber (UBER) | 0.04% | 0% | 0.26% | 1/22/2025 |
 HF Company SA (ALHF.PA) | 0.03% | 6.96% | 0.53% | - |
 SPDR Gold (GLD) | 0.03% | 0% | 0.53% | 5/21/2025 |
 Shentel (SHEN) | 0.03% | 0% | 0.26% | 12/3/2024 |
 Intel (INTC) | 0.02% | 0% | 0.53% | 7/11/2025 |
 Granite Ridge (GRNT) | 0.01% | 5.6% | 0.26% | - |
 Enphase (ENPH) | 0% | 0% | 0.26% | 7/17/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 35.83% | 38.11% |
| Micron (MU) | 27.87% | 24.62% |
| Novo-Nordisk (NVO) | 17.78% | 19.84% |
| MicroStrategy (MSTR) | 18.58% | 17.5% |