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Portfolio Diversification
Range
Most Diversified
13 instruments
January 1, 2022
Least Diversified
8 instruments
October 26, 2023
Average
10.7 instruments
Most Consistent Holdings
Top 5
MSFT100%
V100%
WDC100%
NVDA98.26%
AMD97.45%
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) | 19.31% | 24.31% | 98.26% | - |
| Western Digital (WDC) | 18.07% | 24.11% | 100% | - |
| Visa (V) | 14.99% | 8.69% | 100% | - |
| AMD (AMD) | 10.5% | 8.3% | 97.45% | - |
 PayPal (PYPL) | 7.78% | 0% | 88.86% | 9/18/2025 |
 Invesco QQQ (QQQ) | 7.45% | 5.48% | 94.63% | - |
| Microsoft (MSFT) | 6.31% | 3.07% | 100% | - |
 Moderna (MRNA) | 5.54% | 0% | 42.42% | 10/24/2023 |
 Ferrari (RACE) | 2.91% | 2.95% | 50.87% | - |
 Ethereum (ETH) | 1.58% | 0% | 82.75% | 9/22/2025 |
 Gevo (GEVO) | 0.79% | 0% | 42.42% | 10/24/2023 |
 Games Workshop (GAW.L) | 0.78% | 3.62% | 18.39% | - |
 Asensus (ASXC) | 0.58% | 0% | 42.48% | 10/25/2023 |
 Aston Martin (AML.L) | 0.53% | 0% | 2.35% | 2/4/2022 |
 Athersys (ATHXQ) | 0.31% | 0% | 42.01% | 10/18/2023 |
 Napoleon-X | 0.3% | 0% | 10.74% | 3/2/2026 |
 Gold (Non Expiry) (GOLD) | 0.11% | 6.72% | 1.81% | - |
 Palantir (PLTR) | 0.1% | 0% | 3.29% | 2/18/2022 |
 Barrick (B) | 0.1% | 0% | 1.74% | 1/26/2022 |
 Silver (Non Expiry) (SILVER) | 0.1% | 7.03% | 1.48% | - |
 Jaguar Health (JAGX) | 0.07% | 0% | 38.99% | 10/20/2023 |
 Alteryx Inc. (AYX) | 0.05% | 0% | 2.68% | 2/9/2022 |
 Sandisk Corp/DE (SNDK) | 0% | 0% | 0.07% | 2/27/2025 |
 iShares Gold Trust (IAU) | 0% | 0% | 0.27% | 1/30/2026 |
 iShares Silver Trust (SLV) | 0% | 0% | 0.27% | 1/30/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Western Digital (WDC) | 19.29% | 29.15% |
| NVIDIA (NVDA) | 8.77% | 28.48% |
| Visa (V) | 17.53% | 10.91% |
| AMD (AMD) | 14.03% | 10.29% |
| Invesco QQQ (QQQ) | 8.77% | 6.34% |
| Games Workshop (GAW.L) | 8.77% | 4.43% |
| Microsoft (MSFT) | 5.26% | 4.27% |
| Ferrari (RACE) | 8.77% | 3.44% |
| Napoleon-X | 8.65% | 2.65% |
Cash & Instruments Over Time
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