Portfolio Diversification
Range
Most Diversified
54 instruments
February 8, 2023
Least Diversified
30 instruments
January 1, 2022
Average
48.7 instruments
Most Consistent Holdings
Top 5
BABA100%
0968.HK100%
DOCU100%
NIO100%
NIU100%
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 |
|---|---|---|---|---|
 Riot (RIOT) | 26.8% | 71.67% | 100% | - |
 C3.ai (AI) | 9.18% | 0% | 60.24% | 12/9/2024 |
| Xinyi Solar (0968.HK) | 7.88% | 1.96% | 100% | - |
 Palantir (PLTR) | 7.73% | 0% | 86.62% | 9/10/2024 |
| Nio (NIO) | 5.25% | 1.26% | 100% | - |
 Plug Power (PLUG) | 4.56% | 0.44% | 100% | - |
 Zoom (ZM) | 3.88% | 2.67% | 100% | - |
 Snowflake (SNOW) | 3.77% | 2.86% | 100% | - |
| Alibaba (BABA) | 2.5% | 1.85% | 100% | - |
 Blink Charging (BLNK) | 1.94% | 0.13% | 100% | - |
 BioNano (BNGO) | 1.78% | 0.01% | 100% | - |
 Bitcoin (BTC) | 1.33% | 2.76% | 91.9% | - |
 XRP (XRP) | 1.2% | 3.97% | 91.9% | - |
 JFrog (FROG) | 1.19% | 1.14% | 100% | - |
 Ethereum (ETH) | 1.03% | 1.06% | 91.9% | - |
 Nikola (NKLA) | 0.85% | 0% | 99.18% | 1/29/2025 |
 Cleanspark (CLSK) | 0.66% | 2.16% | 28.57% | - |
 Solana (SOL) | 0.61% | 2.02% | 72.98% | - |
 NVIDIA (NVDA) | 0.52% | 0% | 58.96% | 11/9/2023 |
 Target (TGT) | 0.51% | 0.33% | 98.73% | - |
 3D Systems (DDD) | 0.5% | 0.19% | 100% | - |
 Moderna (MRNA) | 0.44% | 0.07% | 100% | - |
 Tesla (TSLA) | 0.43% | 0.5% | 99.91% | - |
 Alphabet (GOOG) | 0.41% | 0% | 65.7% | 1/22/2024 |
 Peloton (PTON) | 0.36% | 0.15% | 100% | - |
| DocuSign (DOCU) | 0.36% | 0.35% | 100% | - |
 Sunworks (SUNWQ) | 0.34% | 0% | 67.88% | 2/15/2024 |
 Microsoft (MSFT) | 0.34% | 0% | 64.7% | 1/11/2024 |
 Amazon (AMZN) | 0.33% | 0% | 94.45% | 12/6/2024 |
 Fastenal (FAST) | 0.33% | 0% | 61.97% | 12/19/2023 |
 Rivian (RIVN) | 0.32% | 0.13% | 100% | - |
 Lucid (LCID) | 0.32% | 0.06% | 100% | - |
 Teladoc (TDOC) | 0.31% | 0.08% | 100% | - |
| Niu (NIU) | 0.29% | 0.09% | 100% | - |
 MercadoLibre (MELI) | 0.28% | 0% | 60.6% | 11/27/2023 |
 ADP (ADP) | 0.28% | 0% | 82.35% | 7/31/2024 |
 Thermo Fisher (TMO) | 0.27% | 0.1% | 99.45% | - |
 Medtronic (MDT.US) | 0.26% | 0.2% | 99.45% | - |
 Shopify (SHOP) | 0.26% | 0% | 87.26% | 12/6/2024 |
 Home Depot (HD) | 0.25% | 0.11% | 99.55% | - |
 XPeng (XPEV) | 0.22% | 0.19% | 100% | - |
 10X Genomics (TXG) | 0.2% | 0.05% | 92.81% | - |
 AMD (AMD) | 0.2% | 0% | 53.41% | 11/29/2023 |
 Unity (U) | 0.19% | 0.08% | 100% | - |
 Chevron (CVX) | 0.18% | 0.11% | 93.36% | - |
 Chainlink (LINK) | 0.15% | 0.32% | 72.88% | - |
 S&P Global (SPGI) | 0.12% | 0% | 82.26% | 7/30/2024 |
 Aramco (SAOC) | 0.12% | 0.08% | 84.53% | - |
 Dogecoin (DOGE) | 0.11% | 0.28% | 72.98% | - |
 Curve (CRV) | 0.11% | 0.08% | 72.88% | - |
 Regeneron (REGN) | 0.1% | 0% | 27.02% | 11/8/2022 |
 Barrick (GOLD.BARRICK) | 0.09% | 0.1% | 68.06% | - |
 Marathon Digital (MARA) | 0.08% | 0.26% | 35.21% | - |
 Freeport-McMoRan (FCX) | 0.08% | 0.09% | 66.24% | - |
 Terra Classic (LUNC) | 0.07% | 0.03% | 78.07% | - |
 Duke Realty Corp (DRE) | 0.06% | 0% | 23.48% | 10/3/2022 |
 Nucor (NUE) | 0.06% | 0% | 30.57% | 12/18/2023 |
 ExxonMobil (XOM) | 0.04% | 0% | 18.56% | 11/7/2022 |
 Alibaba Health (00241.HK) | 0.04% | 0% | 19.65% | 11/16/2022 |
 Build and Build (BNB) | 0.01% | 0% | 2.55% | 7/16/2022 |
 Terra 2.0 (LUNA2) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Riot (RIOT) | 44.58% | 49.12% |
| XRP (XRP) | 0.47% | 2.7% |
| Bitcoin (BTC) | 0.47% | 2.18% |
| Zoom (ZM) | 4.57% | 2.09% |
| Snowflake (SNOW) | 2.15% | 1.93% |
| Xinyi Solar (0968.HK) | 4.31% | 1.54% |
| Solana (SOL) | 0.09% | 1.51% |
| Cleanspark (CLSK) | 1.72% | 1.51% |
| Alibaba (BABA) | 1.94% | 1.27% |
| Ethereum (ETH) | 0.47% | 1.07% |
| Nio (NIO) | 5.86% | 1.04% |
| JFrog (FROG) | 0.86% | 0.76% |
| Tesla (TSLA) | 0.16% | 0.43% |
| Plug Power (PLUG) | 5.38% | 0.4% |
| Dogecoin (DOGE) | 0.04% | 0.28% |
| DocuSign (DOCU) | 0.22% | 0.27% |
| Target (TGT) | 0.17% | 0.27% |
| Chainlink (LINK) | 0.04% | 0.26% |
| Marathon Digital (MARA) | 0.1% | 0.2% |
| Peloton (PTON) | 1.08% | 0.15% |
| Medtronic (MDT.US) | 0.09% | 0.15% |
| Blink Charging (BLNK) | 2.15% | 0.13% |
| Curve (CRV) | 0.04% | 0.12% |
| Rivian (RIVN) | 0.3% | 0.11% |
| XPeng (XPEV) | 0.13% | 0.11% |
| 3D Systems (DDD) | 0.3% | 0.11% |
| Home Depot (HD) | 0.04% | 0.09% |
| Thermo Fisher (TMO) | 0.04% | 0.08% |
| Freeport-McMoRan (FCX) | 0.04% | 0.08% |
| Chevron (CVX) | 0.04% | 0.08% |
| Aramco (SAOC) | 0.04% | 0.07% |
| Unity (U) | 0.13% | 0.07% |
| Moderna (MRNA) | 0.22% | 0.07% |
| Barrick (GOLD.BARRICK) | 0.04% | 0.07% |
| Teladoc (TDOC) | 0.26% | 0.06% |
| Niu (NIU) | 0.26% | 0.06% |
| Lucid (LCID) | 0.26% | 0.05% |
| Terra Classic (LUNC) | 0.28% | 0.04% |
| 10X Genomics (TXG) | 0.09% | 0.04% |
| BioNano (BNGO) | 3.88% | 0.02% |
| Nikola (NKLA) | 2.15% | 0.01% |
| Terra 2.0 (LUNA2) | 0% | 0% |
| Sunworks (SUNWQ) | 0.65% | 0% |