Portfolio Diversification
Range
Most Diversified
13 instruments
July 27, 2024
Least Diversified
0 instruments
December 6, 2025
Average
8.8 instruments
Most Consistent Holdings
Top 5
AMZN93.73%
NIO93.73%
GOOGL81.55%
SOFI56.34%
AAPL55.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOGL) | 18.84% | 0% | 81.55% | 9/10/2025 |
| Amazon (AMZN) | 15.08% | 0% | 93.73% | 9/10/2025 |
 NVIDIA (NVDA) | 11.24% | 0% | 55.56% | 9/10/2025 |
| Nio (NIO) | 10.76% | 0% | 93.73% | 9/10/2025 |
 Rubrik Inc (RBRK) | 6.12% | 0% | 6.13% | 12/5/2025 |
 Vanguard S&P 500 ETF (VOO) | 5.64% | 0% | 49.93% | 4/3/2025 |
 Pfizer (PFE) | 4.42% | 0% | 55.34% | 9/10/2025 |
 Vanguard Total Stock Market ETF (VTI) | 3.55% | 0% | 54.91% | 3/10/2025 |
| SoFi (SOFI) | 3.5% | 0% | 56.34% | 1/2/2025 |
| Apple (AAPL) | 3.3% | 0% | 55.91% | 3/26/2024 |
 Vanguard Information Technology (VGT) | 2.42% | 0% | 24.79% | 4/4/2025 |
 Citi (C) | 2.37% | 0% | 24.43% | 7/30/2024 |
 Verizon (VZ) | 1.44% | 0% | 20.01% | 5/23/2024 |
 Block Inc. (XYZ) | 1.37% | 0% | 30.63% | 3/31/2023 |
 Meta (META) | 1.25% | 0% | 12.89% | 1/5/2023 |
 Perion (PERI) | 1.23% | 0% | 34.4% | 8/6/2025 |
 JD.com (JD.US) | 1.01% | 0% | 15.1% | 4/26/2024 |
 AMD (AMD) | 0.84% | 0% | 12.18% | 6/21/2022 |
 Corsair (CRSR) | 0.79% | 0% | 11.82% | 6/16/2022 |
 Eli Lilly (LLY) | 0.48% | 0% | 5.91% | 9/5/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.44% | 0% | 8.83% | 8/28/2024 |
 Patterson-UTI (PTEN) | 0.4% | 0% | 9.69% | 4/19/2024 |
 Salesforce (CRM) | 0.38% | 0% | 10.68% | 5/31/2022 |
 Palantir (PLTR) | 0.33% | 0% | 8.55% | 8/19/2025 |
 Lemonade (LMND) | 0.25% | 0% | 15.03% | 11/6/2023 |
 Vanguard FTSE Emerging Markets (VWO) | 0.16% | 0% | 7.98% | 8/16/2023 |
 Celsius (CELH) | 0.16% | 0% | 15.03% | 3/28/2025 |
 PDD Holdings (PDD) | 0.13% | 0% | 1.71% | 12/8/2023 |
 Alphabet (GOOG) | 0.08% | 0% | 1.5% | 6/21/2022 |
 Loomis (LOOMIS.ST) | 0.08% | 0% | 1.99% | 8/21/2024 |
 Lululemon (LULU) | 0.07% | 0% | 1.57% | 9/10/2025 |
 CoreWeave Inc (CRWV) | 0.06% | 0% | 1.57% | 9/10/2025 |
 Star Bulk (SBLK) | 0.06% | 0% | 1.21% | 9/13/2022 |
 Disney (DIS) | 0.02% | 0% | 0.43% | 11/10/2023 |
 ARM (ARM) | 0.01% | 0% | 0.21% | 12/11/2023 |
 Realty Income (O) | 0.01% | 0% | 0.07% | 8/31/2023 |
 Li Auto (LI) | 0.01% | 0% | 0.07% | 8/30/2023 |
 Roche (ROG.ZU) | 0.01% | 0% | 0.64% | 1/19/2023 |
 PayPal (PYPL) | 0.01% | 0% | 0.36% | 1/5/2022 |
 iRobot (IRBT) | 0.01% | 0% | 0.21% | 11/27/2023 |
 3M (MMM) | 0.01% | 0% | 0.21% | 7/29/2024 |
 Upstart (UPST) | 0.01% | 0% | 0.21% | 9/19/2024 |
 Qifu Technology (QFIN) | 0.01% | 0% | 1% | 8/14/2023 |
 Carnival (CCL) | 0% | 0% | 0.07% | 7/24/2024 |
 Reddit Inc (RDDT) | 0% | 0% | 0.14% | 5/23/2025 |
 Krispy Kreme (DNUT) | 0% | 0% | 0.07% | 3/27/2024 |
 ServiceNow (NOW) | 0% | 0% | 0.07% | 9/20/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOGL) | 16.06% | 21.32% |
| Vanguard S&P 500 ETF (VOO) | 18.44% | 18.68% |
| Amazon (AMZN) | 10.41% | 13.03% |
| Vanguard Information Technology (VGT) | 10.5% | 10.78% |
| Vanguard Total Stock Market ETF (VTI) | 8.44% | 8.82% |
| Nio (NIO) | 10.02% | 5.41% |
| Pfizer (PFE) | 7.84% | 5.39% |
| SoFi (SOFI) | 2.27% | 4.61% |
| Perion (PERI) | 5.13% | 2.8% |
| Celsius (CELH) | 1.54% | 0.93% |