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Portfolio Diversification
Range
Most Diversified
15 instruments
January 22, 2025
Least Diversified
0 instruments
February 2, 2025
Average
11.5 instruments
Most Consistent Holdings
Top 5
GOOG99.67%
META99.67%
MSFT99.67%
AMZN99.67%
TSLA99.67%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 13.86% | 8.12% | 99.67% | - |
 Berkshire Hathaway (BRK.B) | 12.5% | 7.69% | 99.67% | - |
 Rolls-Royce (RR.L) | 10.61% | 7.12% | 94.9% | - |
| Microsoft (MSFT) | 8.75% | 8.37% | 99.67% | - |
| Amazon (AMZN) | 7.98% | 9.28% | 99.67% | - |
| Tesla (TSLA) | 6.78% | 7.72% | 99.67% | - |
| Alphabet (GOOG) | 6.3% | 8.95% | 99.67% | - |
 State Street SPDR S&P 500 ETF (SPY) | 5.71% | 8.35% | 67.42% | - |
 Alibaba (BABA) | 5.17% | 0% | 73.52% | 6/10/2025 |
 Greggs (GRG.L) | 3.65% | 7.87% | 34.25% | - |
 Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) | 3.55% | 0% | 29.91% | 10/9/2025 |
 NVIDIA (NVDA) | 1.42% | 8.95% | 11.95% | - |
 Nio (NIO) | 1.18% | 0% | 38.6% | 4/15/2024 |
 IDEXX (IDXX) | 1.02% | 0% | 33% | 2/7/2024 |
 Occidental (OXY) | 0.89% | 0% | 40.52% | 6/10/2025 |
 Johnson & Johnson (JNJ) | 0.6% | 0% | 10.61% | 2/20/2026 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0.59% | 8.64% | 16.29% | - |
 Aramark (ARMK) | 0.37% | 0% | 9.44% | 2/6/2025 |
 Bitcoin (BTC) | 0.37% | 0% | 32.41% | 5/12/2025 |
 Bigbear.Ai (BBAI) | 0.23% | 0% | 3.51% | 3/5/2025 |
 MicroStrategy (MSTR) | 0.17% | 0% | 3.51% | 3/5/2025 |
 World Liberty Financial (WLFI) | 0.08% | 0% | 15.12% | 3/4/2026 |
 Marvell (MRVL) | 0.08% | 0% | 28.65% | 3/5/2026 |
 Globalstar (GSAT) | 0.07% | 0% | 2.26% | 3/5/2025 |
 Cardano (ADA) | 0.03% | 0% | 3.68% | 2/15/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 8.71% | 14.41% |
| NVIDIA (NVDA) | 18.83% | 13.65% |
| Berkshire Hathaway (BRK.B) | 12.95% | 12.76% |
| Greggs (GRG.L) | 15.43% | 9.79% |
| Alphabet (GOOG) | 2.9% | 8.27% |
| State Street SPDR S&P 500 ETF (SPY) | 8.4% | 8.22% |
| Tesla (TSLA) | 6.92% | 7.99% |
| Amazon (AMZN) | 8.04% | 7.59% |
| Microsoft (MSFT) | 5.21% | 7.56% |
| Johnson & Johnson (JNJ) | 7.24% | 5.53% |
| Direxion Daily S&P 500 Bull 3X (SPXL) | 3.36% | 2.39% |
| World Liberty Financial (WLFI) | 1.09% | 0.48% |
| Marvell (MRVL) | 0.33% | 0.29% |
| Rolls-Royce (RR.L) | 0.17% | 0.26% |
Cash & Instruments Over Time
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