Portfolio Diversification
Range
Most Diversified
29 instruments
September 26, 2024
Least Diversified
0 instruments
February 2, 2025
Average
13.2 instruments
Most Consistent Holdings
Top 5
MSFT61.07%
AAPL52.71%
DOGE45.45%
TSLA45.27%
NVDA43.53%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Twitter (TWTR) | 24.96% | 0% | 26.26% | 10/28/2022 |
| Apple (AAPL) | 10.28% | 0% | 52.71% | 2/1/2025 |
| Tesla (TSLA) | 5.69% | 0% | 45.27% | 2/1/2025 |
| Microsoft (MSFT) | 2.99% | 0% | 61.07% | 2/1/2025 |
| NVIDIA (NVDA) | 2.8% | 0% | 43.53% | 1/27/2025 |
 Amazon (AMZN) | 2.14% | 0% | 37.19% | 8/2/2024 |
 D.R. Horton (DHI) | 1.95% | 0% | 37.28% | 12/13/2024 |
 Royal Caribbean (RCL) | 1.86% | 0% | 15.43% | 4/12/2024 |
 MercadoLibre (MELI) | 1.68% | 0% | 34.07% | 11/7/2024 |
 Supermicro (SMCI) | 1.39% | 0% | 22.96% | 10/30/2024 |
 Novo-Nordisk (NVO) | 1.39% | 0% | 27.92% | 8/7/2024 |
 AMD (AMD) | 1.31% | 0% | 20.57% | 8/5/2024 |
| Dogecoin (DOGE) | 1.3% | 0% | 45.45% | 6/5/2023 |
 Shopify (SHOP) | 1.29% | 0% | 19.38% | 9/21/2023 |
 UnitedHealth (UNH) | 1.26% | 0% | 31.68% | 12/11/2024 |
 Sherwin-Williams (SHW) | 1.14% | 0% | 27.82% | 1/10/2025 |
 Copart (CPRT) | 1.14% | 0% | 25.44% | 8/7/2024 |
 Airbnb (ABNB) | 1.1% | 0% | 8.17% | 8/18/2023 |
 HubSpot (HUBS) | 1.07% | 0% | 22.41% | 7/10/2024 |
 ASML (ASML) | 1.04% | 0% | 20.75% | 2/1/2025 |
 First Solar (FSLR) | 1.04% | 0% | 23.69% | 10/30/2024 |
 XPeng (XPEV) | 0.99% | 0% | 14.88% | 2/1/2025 |
 Disney (DIS) | 0.98% | 0% | 21.21% | 5/15/2024 |
 Alphabet (GOOG) | 0.9% | 0% | 23.78% | 2/1/2025 |
 Meritage Homes (MTH) | 0.88% | 0% | 19.19% | 6/26/2024 |
 Sony (SONY) | 0.82% | 0% | 10.74% | 6/27/2023 |
 ServiceNow (NOW) | 0.82% | 0% | 15.43% | 5/30/2024 |
 Oracle (ORCL) | 0.78% | 0% | 17.72% | 2/1/2025 |
 Amkor (AMKR) | 0.75% | 0% | 15.43% | 4/19/2024 |
 Abbott (ABT) | 0.68% | 0% | 18.09% | 2/1/2025 |
 Carnival (CCL) | 0.67% | 0% | 16.9% | 8/2/2024 |
 AbbVie (ABBV) | 0.66% | 0% | 14.69% | 11/11/2024 |
 Take-Two (TTWO) | 0.66% | 0% | 19.01% | 2/1/2025 |
 Entegris (ENTG) | 0.6% | 0% | 10.84% | 10/25/2023 |
 Visa (V) | 0.58% | 0% | 16.35% | 2/1/2025 |
 Chevron (CVX) | 0.56% | 0% | 10.93% | 8/2/2024 |
 Thermo Fisher (TMO) | 0.55% | 0% | 16.71% | 10/23/2024 |
 Mastercard (MA) | 0.54% | 0% | 15.7% | 2/1/2025 |
 Palo Alto Networks (PANW) | 0.52% | 0% | 9.92% | 8/30/2023 |
 Bristol-Myers Squibb (BMY) | 0.51% | 0% | 14.97% | 2/1/2025 |
 MicroStrategy (MSTR) | 0.51% | 0% | 7.71% | 11/27/2024 |
 Eli Lilly (LLY) | 0.48% | 0% | 10.01% | 10/30/2024 |
 Nu (NU) | 0.46% | 0% | 8.45% | 8/17/2023 |
 Nike (NKE) | 0.46% | 0% | 9.27% | 2/1/2025 |
 Okta (OKTA) | 0.45% | 0% | 15.61% | 8/6/2024 |
 McDonald's (MCD) | 0.41% | 0% | 12.21% | 12/19/2024 |
 Micron (MU) | 0.4% | 0% | 11.75% | 12/19/2024 |
 Applied Materials (AMAT) | 0.39% | 0% | 9.92% | 2/1/2025 |
 TSMC (TSM) | 0.36% | 0% | 7.71% | 8/18/2023 |
 EOG Resources (EOG) | 0.36% | 0% | 7.81% | 9/26/2023 |
 Meta (META) | 0.34% | 0% | 8.17% | 9/6/2024 |
 Ross Stores (ROST) | 0.34% | 0% | 8.36% | 9/9/2024 |
 Crowdstrike (CRWD) | 0.3% | 0% | 4.96% | 10/25/2023 |
 Roblox (RBLX) | 0.3% | 0% | 8.36% | 2/1/2025 |
 Coca-Cola (KO) | 0.3% | 0% | 6.52% | 8/15/2023 |
 PayPal (PYPL) | 0.29% | 0% | 5.69% | 2/8/2024 |
 Arista (ANET) | 0.28% | 0% | 11.11% | 9/26/2023 |
 Array Technologies (ARRY) | 0.27% | 0% | 8.63% | 11/6/2024 |
 Schlumberger (SLB) | 0.27% | 0% | 8.91% | 5/2/2024 |
 Danaher (DHR) | 0.26% | 0% | 6.52% | 4/12/2024 |
 Peabody Energy (BTU) | 0.26% | 0% | 6.98% | 4/4/2024 |
 Dell (DELL) | 0.26% | 0% | 7.81% | 11/27/2024 |
 Archer Aviation (ACHR) | 0.25% | 0% | 5.88% | 1/13/2025 |
 Snowflake (SNOW) | 0.22% | 0% | 4.13% | 10/18/2023 |
 Adobe (ADBE) | 0.22% | 0% | 7.16% | 12/12/2024 |
 Walmart (WMT) | 0.22% | 0% | 5.05% | 8/17/2023 |
 Rivian (RIVN) | 0.21% | 0% | 4.13% | 10/5/2023 |
 AT&T (T) | 0.21% | 0% | 3.95% | 10/6/2023 |
 Bath & Body Works (BBWI) | 0.2% | 0% | 3.86% | 6/30/2023 |
 Infineon (IFX.DE) | 0.19% | 0% | 5.14% | 10/4/2024 |
 Roku (ROKU) | 0.19% | 0% | 5.97% | 2/16/2024 |
 BYD (01211.HK) | 0.19% | 0% | 6.06% | 1/13/2025 |
 Lam Research (LRCX) | 0.19% | 0% | 5.88% | 11/15/2024 |
 Silver (Non Expiry) (SILVER) | 0.19% | 0% | 6.52% | 12/12/2024 |
 Merck (MRK) | 0.18% | 0% | 5.42% | 2/1/2025 |
 Tencent (0700.HK) | 0.17% | 0% | 5.14% | 1/7/2025 |
 Power Integrations (POWI) | 0.16% | 0% | 4.32% | 9/5/2024 |
 Uber (UBER) | 0.15% | 0% | 10.56% | 12/11/2024 |
 Sea (SE) | 0.14% | 0% | 3.76% | 1/2/2025 |
 Lululemon (LULU) | 0.13% | 0% | 2.66% | 10/2/2023 |
 Spotify (SPOT) | 0.13% | 0% | 2.57% | 6/7/2023 |
 Wyndham (WH) | 0.13% | 0% | 4.04% | 8/5/2024 |
 Capital One (COF) | 0.12% | 0% | 2.75% | 8/20/2023 |
 Celsius (CELH) | 0.12% | 0% | 3.03% | 5/27/2024 |
 Baidu (BIDU) | 0.11% | 0% | 2.85% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 0.11% | 0% | 3.67% | 9/27/2024 |
 Bitcoin (BTC) | 0.1% | 0% | 3.12% | 11/21/2024 |
 Intel (INTC) | 0.1% | 0% | 3.03% | 2/1/2025 |
 Splunk Inc (SPLK) | 0.09% | 0% | 1.74% | 11/14/2023 |
 Ethereum (ETH) | 0.09% | 0% | 3.21% | 1/13/2025 |
 Ashtead (AHT.L) | 0.09% | 0% | 1.93% | 8/2/2024 |
 Marvell (MRVL) | 0.09% | 0% | 2.85% | 7/25/2024 |
 Logitech (LOGI) | 0.09% | 0% | 2.75% | 9/11/2024 |
 Pfizer (PFE) | 0.08% | 0% | 2.85% | 10/11/2024 |
 MGM (MGM) | 0.07% | 0% | 2.66% | 11/6/2024 |
 eBay (EBAY) | 0.07% | 0% | 2.48% | 11/14/2024 |
 BioMarin (BMRN) | 0.07% | 0% | 2.3% | 2/1/2025 |
 Palantir (PLTR) | 0.07% | 0% | 1.93% | 2/1/2025 |
 America Movil (AMX) | 0.07% | 0% | 1.65% | 9/8/2023 |
 Cisco (CSCO) | 0.07% | 0% | 1.29% | 11/16/2023 |
 Matador (MTDR) | 0.07% | 0% | 2.02% | 2/1/2025 |
 Delta (DAL) | 0.07% | 0% | 1.19% | 10/19/2023 |
 Occidental (OXY) | 0.06% | 0% | 2.11% | 9/5/2024 |
 Alibaba (BABA) | 0.06% | 0% | 2.3% | 1/10/2025 |
 Zscaler (ZS) | 0.06% | 0% | 1.74% | 12/19/2024 |
 Charter (CHTR) | 0.06% | 0% | 1.84% | 12/19/2024 |
 Volkswagen (VOW3.DE) | 0.06% | 0% | 1.65% | 9/6/2024 |
 Glencore (GLEN.L) | 0.05% | 0% | 1.65% | 1/14/2025 |
 Air Products (APD) | 0.05% | 0% | 1.56% | 2/1/2025 |
 C3.ai (AI) | 0.05% | 0% | 1.56% | 2/1/2025 |
 Netflix (NFLX) | 0.03% | 0% | 1.38% | 9/18/2023 |
 Affirm (AFRM) | 0.03% | 0% | 1.01% | 2/1/2025 |
 Nio (NIO) | 0.02% | 0% | 0.83% | 10/14/2024 |
 Axcelis (ACLS) | 0.02% | 0% | 0.64% | 11/13/2024 |
 Riot (RIOT) | 0.02% | 0% | 0.55% | 4/30/2024 |
 Upstart (UPST) | 0.02% | 0% | 0.55% | 12/19/2024 |
 E-Home (EJH) | 0.02% | 0% | 0.28% | 4/25/2024 |
 Build and Build (BNB) | 0.02% | 0% | 0.46% | 12/18/2024 |
 Monster Beverage (MNST) | 0.01% | 0% | 0.55% | 11/14/2024 |
 Unilever (ULVR.L) | 0.01% | 0% | 0.37% | 2/1/2025 |
 Qualcomm (QCOM) | 0.01% | 0% | 0.28% | 8/3/2023 |
 Accenture (ACN) | 0.01% | 0% | 0.46% | 9/15/2023 |
 Proterra Inc (PTRAQ) | 0% | 0% | 3.03% | 6/5/2023 |
 Navitas Semiconductor (NVTS) | 0% | 0% | 0.09% | 1/8/2025 |
 Ulta (ULTA) | 0% | 0% | 0.09% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| XPeng (XPEV) | 3.4% | 7.01% |
| Archer Aviation (ACHR) | 4.77% | 5.61% |
| Apple (AAPL) | 4.18% | 5.02% |
| Tesla (TSLA) | 3.41% | 4.69% |
| Oracle (ORCL) | 3.41% | 4.3% |
| Alphabet (GOOG) | 3.41% | 4.04% |
| Visa (V) | 3.41% | 4% |
| Roblox (RBLX) | 4.09% | 3.86% |
| Mastercard (MA) | 3.41% | 3.73% |
| Bristol-Myers Squibb (BMY) | 3.41% | 3.71% |
| Abbott (ABT) | 3.94% | 3.65% |
| Sea (SE) | 4.09% | 3.51% |
| Sherwin-Williams (SHW) | 3.32% | 3.43% |
| Tencent (0700.HK) | 4.09% | 3.39% |
| Glencore (GLEN.L) | 4.09% | 3.39% |
| BYD (01211.HK) | 4.09% | 3.36% |
| Take-Two (TTWO) | 3.41% | 3.35% |
| NVIDIA (NVDA) | 4.09% | 3.33% |
| Ethereum (ETH) | 4.09% | 3.31% |
| Merck (MRK) | 4.09% | 3.31% |
| Microsoft (MSFT) | 3.41% | 3.07% |
| Alibaba (BABA) | 3.4% | 2.62% |