Portfolio Diversification
Range
Most Diversified
29 instruments
October 18, 2024
Least Diversified
0 instruments
February 2, 2025
Average
24.3 instruments
Most Consistent Holdings
Top 5
MA99.87%
LMND99.87%
PYPL99.87%
XYZ99.87%
MTCH99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Magellan (MFG.ASX) | 12.76% | 0% | 99.87% | 2/1/2025 |
| Mastercard (MA) | 7.44% | 0% | 99.87% | 2/1/2025 |
 wmtnez | 5.5% | 0% | 13.41% | 10/5/2023 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 5.12% | 0% | 53.12% | 2/1/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 4.92% | 0% | 53.12% | 2/1/2025 |
 Technology Select Sector SPDR (XLK) | 4.16% | 0% | 53.12% | 2/1/2025 |
 Vail Resorts (MTN) | 4.06% | 0% | 99.87% | 2/1/2025 |
 Invesco Solar ETF (TAN) | 3.57% | 0% | 99.87% | 2/1/2025 |
 Medical Properties Trust (MPW) | 3.26% | 0% | 52.19% | 2/1/2025 |
 Rivian (RIVN) | 3.17% | 0% | 99.87% | 2/1/2025 |
 Shopify (SHOP) | 3.08% | 0% | 99.87% | 2/1/2025 |
 Airbnb (ABNB) | 2.89% | 0% | 99.87% | 2/1/2025 |
| Block Inc. (XYZ) | 2.31% | 0% | 99.87% | 2/1/2025 |
 Fisker (FSRNQ) | 2.07% | 0% | 73.71% | 7/18/2024 |
 Okta (OKTA) | 1.84% | 0% | 99.87% | 2/1/2025 |
 Lucid (LCID) | 1.74% | 0% | 99.87% | 2/1/2025 |
 Activision Blizzard, Inc. (ATVI) | 1.59% | 0% | 37.32% | 10/16/2023 |
 Zscaler (ZS) | 1.57% | 0% | 99.87% | 2/1/2025 |
| PayPal (PYPL) | 1.46% | 0% | 99.87% | 2/1/2025 |
| Match Group (MTCH) | 1.41% | 0% | 99.87% | 2/1/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 1.38% | 0% | 27.36% | 2/1/2025 |
 Zoom (ZM) | 1.29% | 0% | 99.87% | 2/1/2025 |
 DocuSign (DOCU) | 1.19% | 0% | 99.87% | 2/1/2025 |
 Arbor Realty (ABR) | 0.79% | 0% | 14.34% | 2/1/2025 |
| Lemonade (LMND) | 0.75% | 0% | 99.87% | 2/1/2025 |
 Fiverr (FVRR) | 0.69% | 0% | 99.87% | 2/1/2025 |
 Jumia (JMIA) | 0.56% | 0% | 99.87% | 2/1/2025 |
 Cleanspark (CLSK) | 0.4% | 0% | 14.21% | 2/1/2025 |
 Altria (MO) | 0.36% | 0% | 14.34% | 2/1/2025 |
 Flare (FLR) | 0.08% | 0% | 95.62% | 2/1/2025 |
 EUR/USD (EURUSD) | 0.07% | 0% | 0.66% | 5/17/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.06% | 0% | 0.53% | 5/21/2023 |
 Gold (Non Expiry) (GOLD) | 0.05% | 0% | 0.4% | 4/18/2023 |
 EUSTX50 Index (Non Expiry) (EUSTX50) | 0.03% | 0% | 0.13% | 5/10/2023 |
 Oil (Non Expiry) (OIL) | 0.02% | 0% | 0.27% | 3/22/2023 |
 Songbird (SGB) | 0.01% | 0% | 99.87% | 2/1/2025 |
 NZD/CAD (NZDCAD) | 0.01% | 0% | 0.13% | 5/12/2023 |
 Silver (Non Expiry) (SILVER) | 0.01% | 0% | 0.13% | 4/19/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Magellan (MFG.ASX) | 9.31% | 14.9% |
| Direxion Daily S&P 500 Bull 3X (SPXL) | 3.88% | 9.68% |
| Mastercard (MA) | 3.88% | 8.43% |
| VanEck Vectors Semiconductor ETF (SMH) | 3.88% | 8.26% |
| Technology Select Sector SPDR (XLK) | 3.88% | 7.17% |
| Arbor Realty (ABR) | 3.88% | 5.39% |
| Medical Properties Trust (MPW) | 3.83% | 4.7% |
| Schwab US Dividend Equity ETF (SCHD) | 2.79% | 4.55% |
| Shopify (SHOP) | 2.33% | 4.4% |
| Vail Resorts (MTN) | 3.88% | 3.41% |
| Block Inc. (XYZ) | 2.33% | 2.71% |
| Airbnb (ABNB) | 2.33% | 2.65% |
| Rivian (RIVN) | 4.66% | 2.63% |
| Altria (MO) | 1.55% | 2.49% |
| Invesco Solar ETF (TAN) | 5.43% | 2.24% |
| Cleanspark (CLSK) | 1.8% | 2.19% |
| DocuSign (DOCU) | 1.55% | 1.74% |
| PayPal (PYPL) | 3.88% | 1.73% |
| Okta (OKTA) | 3.88% | 1.65% |
| Zscaler (ZS) | 1.55% | 1.52% |
| Zoom (ZM) | 4.66% | 1.46% |
| Lemonade (LMND) | 3.88% | 1.38% |
| Match Group (MTCH) | 3.88% | 1.21% |
| Lucid (LCID) | 3.88% | 1.13% |
| Fiverr (FVRR) | 3.88% | 0.76% |
| Jumia (JMIA) | 3.88% | 0.44% |
| Flare (FLR) | 0.09% | 0.13% |
| Songbird (SGB) | 0.01% | 0.01% |
| Fisker (FSRNQ) | 4.66% | 0% |