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Portfolio Diversification
Range
Most Diversified
27 instruments
December 18, 2025
Least Diversified
4 instruments
July 27, 2023
Average
10.1 instruments
Most Consistent Holdings
Top 5
PYPL98.44%
ENPH96.79%
TSLA75.85%
SOFI69.59%
MSFT58.64%
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 |
|---|---|---|---|---|
| PayPal (PYPL) | 18.19% | 4.83% | 98.44% | - |
| Enphase (ENPH) | 13.09% | 1.79% | 96.79% | - |
| Tesla (TSLA) | 9.85% | 8.52% | 75.85% | - |
| SoFi (SOFI) | 9.35% | 8.87% | 69.59% | - |
| Microsoft (MSFT) | 5.58% | 6.86% | 58.64% | - |
 Alphabet (GOOG) | 5.17% | 9.19% | 57.52% | - |
 Apple (AAPL) | 3.64% | 0% | 18.42% | 8/4/2023 |
 Amazon (AMZN) | 3.33% | 4.9% | 31.36% | - |
 Meta (META) | 3.1% | 10.53% | 38.4% | - |
 ASML (ASML) | 3.09% | 0% | 35.88% | 10/7/2025 |
 Zoetis (ZTS) | 2.54% | 5.14% | 38.66% | - |
 Disney (DIS) | 2.31% | 0% | 11.38% | 11/10/2023 |
 CRISPR Therapeutics (CRSP) | 1.7% | 0% | 22.5% | 7/22/2025 |
 Applied Materials (AMAT) | 1.57% | 0% | 18.94% | 7/22/2025 |
 S&P Global (SPGI) | 1.49% | 6.45% | 23.72% | - |
 Novo-Nordisk (NVO) | 1.41% | 0% | 26.15% | 1/30/2026 |
 AMD (AMD) | 1.34% | 0% | 17.46% | 6/30/2025 |
 Centene (CNC) | 1.26% | 1.23% | 38.4% | - |
 PepsiCo (PEP) | 1% | 0% | 13.03% | 2/1/2024 |
 Inchcape (INCH.L) | 0.71% | 0% | 7.91% | 4/2/2024 |
 Fortinet (FTNT) | 0.63% | 3.66% | 18.33% | - |
 Trade Desk (TTD) | 0.62% | 3.01% | 15.9% | - |
 Celsius (CELH) | 0.54% | 0% | 9.12% | 3/26/2025 |
 Accenture (ACN) | 0.45% | 2.99% | 14.07% | - |
 Fiserv (FISV) | 0.43% | 3.27% | 14.07% | - |
 e.l.f. (ELF) | 0.34% | 0% | 4.08% | 12/11/2024 |
 Adobe (ADBE) | 0.31% | 1.37% | 18.94% | - |
 Permian Resources (PR) | 0.27% | 0% | 3.65% | 1/25/2024 |
 Palantir (PLTR) | 0.24% | 2.03% | 4.6% | - |
 MSCI (MSCI) | 0.21% | 1.74% | 12.6% | - |
 Marvell (MRVL) | 0.19% | 0% | 3.82% | 10/10/2025 |
 Supermicro (SMCI) | 0.19% | 0% | 4.08% | 10/16/2024 |
 Waste Connections (WCN) | 0.19% | 0% | 2.26% | 2/16/2023 |
 Open Text Corp (OTEX) | 0.18% | 3.02% | 8.34% | - |
 Bitcoin (BTC) | 0.17% | 1.02% | 13.29% | - |
 Carlisle (CSL) | 0.14% | 0% | 8.51% | 1/14/2026 |
 Zebra (ZBRA) | 0.13% | 1.47% | 8.34% | - |
 Ethereum (ETH) | 0.12% | 0.93% | 10.17% | - |
 Check Point (CHKP) | 0.12% | 1.74% | 6.95% | - |
 NetApp (NTAP) | 0.1% | 1.54% | 6.95% | - |
 Autodesk (ADSK) | 0.1% | 1.49% | 6.95% | - |
 Insight Enterprises (NSIT.US) | 0.09% | 1.7% | 5.56% | - |
 Eli Lilly (LLY) | 0.07% | 0% | 3.65% | 10/2/2025 |
 Gartner (IT) | 0.04% | 0% | 2.78% | 1/2/2026 |
 CONSOL Energy (CNR) | 0.03% | 0% | 0.61% | 2/8/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 9.83% | 9.81% |
| Alphabet (GOOG) | 4.91% | 8.81% |
| Tesla (TSLA) | 4.24% | 8.79% |
| SoFi (SOFI) | 2.46% | 7.34% |
| Novo-Nordisk (NVO) | 6.55% | 5.53% |
| Microsoft (MSFT) | 4.91% | 5.52% |
| PayPal (PYPL) | 6.55% | 5.47% |
| S&P Global (SPGI) | 4.92% | 4.95% |
| Zoetis (ZTS) | 6.55% | 4.85% |
| Amazon (AMZN) | 4.92% | 4.83% |
| Trade Desk (TTD) | 4.92% | 3.55% |
| Accenture (ACN) | 3.28% | 3.36% |
| Fiserv (FISV) | 4.92% | 3.17% |
| Fortinet (FTNT) | 3.28% | 3.16% |
| Enphase (ENPH) | 7.19% | 2.72% |
| Check Point (CHKP) | 1.93% | 1.78% |
| Gartner (IT) | 1.64% | 1.66% |
| MSCI (MSCI) | 1.64% | 1.6% |
| Autodesk (ADSK) | 1.64% | 1.54% |
| Adobe (ADBE) | 1.64% | 1.53% |
| Open Text Corp (OTEX) | 1.64% | 1.48% |
| Carlisle (CSL) | 1.64% | 1.48% |
| Zebra (ZBRA) | 1.64% | 1.48% |
| NetApp (NTAP) | 1.64% | 1.48% |
| Ethereum (ETH) | 1.64% | 1.26% |
| Bitcoin (BTC) | 1.64% | 1.19% |
| Centene (CNC) | 1.64% | 1.05% |
Cash & Instruments Over Time
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