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Portfolio Diversification
Range
Most Diversified
11 instruments
October 24, 2025
Least Diversified
0 instruments
January 1, 2024
Average
3.9 instruments
Most Consistent Holdings
Top 5
GM36.85%
SPY36.85%
ADI.US36.85%
ULTA36.85%
RBLX36.85%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Rocket Lab (RKLB) | 13.35% | 0% | 36.85% | 6/21/2026 |
 Kratos (KTOS) | 5.07% | 0% | 36.51% | 6/21/2026 |
| Analog Devices (ADI.US) | 3.45% | 0% | 36.85% | 6/21/2026 |
| State Street SPDR S&P 500 ETF (SPY) | 3.1% | 0% | 36.85% | 6/21/2026 |
 Cameco (CCJ) | 2.1% | 0% | 26.08% | 6/21/2026 |
 Caterpillar (CAT) | 1.66% | 0% | 36.74% | 6/21/2026 |
 Lithium Americas (LAC) | 1.41% | 0% | 11.32% | 10/28/2025 |
| GM (GM) | 1.23% | 0% | 36.85% | 6/21/2026 |
| Ulta (ULTA) | 1.08% | 0% | 36.85% | 6/21/2026 |
| Roblox (RBLX) | 0.74% | 0% | 36.85% | 6/21/2026 |
 Schneider Electric (SU.PA) | 0.61% | 0% | 25.31% | 6/21/2026 |
 NuScale Power (SMR) | 0.4% | 0% | 25.75% | 6/21/2026 |
 ExxonMobil (XOM) | 0.36% | 0% | 10.54% | 10/21/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Rocket Lab (RKLB) | 36.6% | 38.16% |
| Kratos (KTOS) | 8.97% | 13.83% |
| State Street SPDR S&P 500 ETF (SPY) | 10.76% | 9.22% |
| Analog Devices (ADI.US) | 8.53% | 9.16% |
| Cameco (CCJ) | 8.59% | 7.35% |
| GM (GM) | 3.95% | 4.29% |
| Caterpillar (CAT) | 3.59% | 4.13% |
| Ulta (ULTA) | 3.59% | 3.7% |
| Schneider Electric (SU.PA) | 3.23% | 2.41% |
| Roblox (RBLX) | 1.79% | 1.73% |
| NuScale Power (SMR) | 4.66% | 1.46% |
Cash & Instruments Over Time
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