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Portfolio Diversification
Range
Most Diversified
13 instruments
July 27, 2024
Least Diversified
0 instruments
December 6, 2025
Average
8.1 instruments
Most Consistent Holdings
Top 5
AMZN85.51%
NIO85.51%
GOOGL74.4%
SOFI51.4%
AAPL51.01%
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) | 17.19% | 0% | 74.4% | 9/10/2025 |
| Amazon (AMZN) | 13.76% | 0% | 85.51% | 9/10/2025 |
 NVIDIA (NVDA) | 10.26% | 0% | 50.68% | 9/10/2025 |
| Nio (NIO) | 9.82% | 0% | 85.51% | 9/10/2025 |
 Rubrik Inc (RBRK) | 5.59% | 0% | 5.59% | 12/5/2025 |
 Vanguard S&P 500 ETF (VOO) | 5.14% | 0% | 45.55% | 4/3/2025 |
 Pfizer (PFE) | 4.03% | 0% | 50.49% | 9/10/2025 |
 Vanguard Total Stock Market ETF (VTI) | 3.24% | 0% | 50.1% | 3/10/2025 |
| SoFi (SOFI) | 3.19% | 0% | 51.4% | 1/2/2025 |
| Apple (AAPL) | 3.01% | 0% | 51.01% | 3/26/2024 |
 Vanguard Information Technology (VGT) | 2.21% | 0% | 22.61% | 4/4/2025 |
 Citi (C) | 2.16% | 0% | 22.29% | 7/30/2024 |
 Ubisoft (UBI.PA) | 1.41% | 0% | 2.27% | 2/16/2026 |
 Verizon (VZ) | 1.31% | 0% | 18.26% | 5/23/2024 |
 Block Inc. (XYZ) | 1.25% | 0% | 27.94% | 3/31/2023 |
 Meta (META) | 1.14% | 0% | 11.76% | 1/5/2023 |
 Perion (PERI) | 1.12% | 0% | 31.38% | 8/6/2025 |
 JD.com (JD.US) | 0.92% | 0% | 13.78% | 4/26/2024 |
 AMD (AMD) | 0.76% | 0% | 11.11% | 6/21/2022 |
 Corsair (CRSR) | 0.72% | 0% | 10.79% | 6/16/2022 |
 NextEra (NEE) | 0.45% | 99.6% | 0.45% | - |
 Eli Lilly (LLY) | 0.44% | 0% | 5.39% | 9/5/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.4% | 0% | 8.06% | 8/28/2024 |
 Patterson-UTI (PTEN) | 0.36% | 0% | 8.84% | 4/19/2024 |
 Salesforce (CRM) | 0.35% | 0% | 9.75% | 5/31/2022 |
 Palantir (PLTR) | 0.3% | 0% | 7.8% | 8/19/2025 |
 Lemonade (LMND) | 0.23% | 0% | 13.71% | 11/6/2023 |
 Vanguard FTSE Emerging Markets (VWO) | 0.15% | 0% | 7.28% | 8/16/2023 |
 Celsius (CELH) | 0.15% | 0% | 13.71% | 3/28/2025 |
 PDD Holdings (PDD) | 0.12% | 0% | 1.56% | 12/8/2023 |
 Alphabet (GOOG) | 0.08% | 0% | 1.36% | 6/21/2022 |
 Loomis (LOOMIS.ST) | 0.08% | 0% | 1.82% | 8/21/2024 |
 Lululemon (LULU) | 0.06% | 0% | 1.43% | 9/10/2025 |
 CoreWeave Inc (CRWV) | 0.05% | 0% | 1.43% | 9/10/2025 |
 Star Bulk (SBLK) | 0.05% | 0% | 1.1% | 9/13/2022 |
 Disney (DIS) | 0.02% | 0% | 0.39% | 11/10/2023 |
 ARM (ARM) | 0.01% | 0% | 0.19% | 12/11/2023 |
 Realty Income (O) | 0.01% | 0% | 0.06% | 8/31/2023 |
 Li Auto (LI) | 0.01% | 0% | 0.06% | 8/30/2023 |
 Roche (ROG.ZU) | 0.01% | 0% | 0.58% | 1/19/2023 |
 PayPal (PYPL) | 0.01% | 0% | 0.32% | 1/5/2022 |
 iRobot (IRBTQ) | 0.01% | 0% | 0.19% | 11/27/2023 |
 3M (MMM) | 0.01% | 0% | 0.19% | 7/29/2024 |
 Upstart (UPST) | 0.01% | 0% | 0.19% | 9/19/2024 |
 Qifu Technology (QFIN) | 0.01% | 0% | 0.91% | 8/14/2023 |
 Carnival (CCL) | 0% | 0% | 0.06% | 7/24/2024 |
 Reddit Inc (RDDT) | 0% | 0% | 0.13% | 5/23/2025 |
 Krispy Kreme (DNUT) | 0% | 0% | 0.06% | 3/27/2024 |
 ServiceNow (NOW) | 0% | 0% | 0.06% | 9/20/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|
Cash & Instruments Over Time
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