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Portfolio Diversification
Range
Most Diversified
44 instruments
March 15, 2025
Least Diversified
0 instruments
February 2, 2025
Average
23.3 instruments
Most Consistent Holdings
Top 5
AAPL93.02%
AMZN93.02%
NVDA91.5%
NU89.88%
UBER87.45%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 31, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 10.98% | 11.27% | 91.5% | - |
 Bitcoin (BTC) | 10.15% | 0% | 58.6% | 4/7/2025 |
| Nu (NU) | 7.59% | 5.58% | 89.88% | - |
 Netflix (NFLX) | 5.39% | 0% | 82.29% | 1/21/2026 |
| Apple (AAPL) | 4.75% | 4.48% | 93.02% | - |
| Amazon (AMZN) | 4.49% | 3.48% | 93.02% | - |
 Meta (META) | 4.25% | 2.55% | 85.93% | - |
 Rolls-Royce (RR.L) | 3.4% | 2% | 68.02% | - |
 TSMC (TSM) | 3.34% | 10.96% | 60.63% | - |
 Agilent (A.US) | 2.96% | 0% | 43.52% | 1/7/2025 |
 Tesla (TSLA) | 2.78% | 0% | 9.92% | 1/25/2024 |
| Uber (UBER) | 2.75% | 2.29% | 87.45% | - |
 Citi (C) | 2.74% | 6.65% | 40.69% | - |
 Texas Pacific (TPL) | 2.73% | 3.74% | 65.49% | - |
 D-Wave (QBTS) | 1.94% | 6.4% | 49.29% | - |
 Snowflake (SNOW) | 1.86% | 0% | 21.46% | 5/31/2024 |
 Broadcom (AVGO) | 1.83% | 4.81% | 47.47% | - |
 Berkshire Hathaway (BRK.B) | 1.59% | 2.59% | 56.88% | - |
 Capital One (COF) | 1.56% | 2.64% | 43.32% | - |
 Mastercard (MA) | 1.35% | 0% | 48.28% | 5/27/2025 |
 Microsoft (MSFT) | 1.34% | 0% | 25.61% | 8/1/2024 |
 Bank of America (BAC) | 1.32% | 3% | 40.69% | - |
 American Express (AXP) | 1.29% | 2.77% | 39.68% | - |
 Marks & Spencer (MKS.L) | 1.16% | 0.79% | 71.56% | - |
 ARBE Robotics (ARBE) | 1.14% | 4.14% | 49.7% | - |
 Toyota (TM) | 1.03% | 0% | 20.55% | 8/1/2024 |
 Verisign (VRSN) | 0.96% | 2.82% | 35.63% | - |
 Scorpio Tankers (STNG) | 0.87% | 0% | 32.59% | 12/2/2024 |
 Reddit Inc (RDDT) | 0.82% | 1.54% | 56.68% | - |
 Bank of China (3988.HK) | 0.71% | 0.94% | 71.36% | - |
 Novo-Nordisk (NVO) | 0.63% | 0.86% | 44.64% | - |
 JPMorgan (JPM) | 0.55% | 1.91% | 25.61% | - |
 Liberty Media (LLYVK) | 0.47% | 2.45% | 19.94% | - |
 Sirius XM (SIRI) | 0.47% | 1.44% | 31.28% | - |
 Alphabet (GOOG) | 0.41% | 0% | 25% | 4/7/2025 |
 AMC (AMC) | 0.38% | 1.7% | 30.87% | - |
 Coca-Cola (KO) | 0.36% | 0% | 18.02% | 5/27/2025 |
 Fifth Third (FITB) | 0.36% | 0% | 25.91% | 5/27/2025 |
 XRP (XRP) | 0.34% | 0.32% | 46.96% | - |
 ASML (ASML) | 0.34% | 0% | 21.26% | 5/27/2025 |
 Alphatec (ATEC) | 0.34% | 0% | 15.59% | 5/27/2025 |
 FinVolution (FINV) | 0.31% | 0% | 13.16% | 5/27/2025 |
 UnitedHealth (UNH) | 0.3% | 2.98% | 11.44% | - |
 Dogecoin (DOGE) | 0.26% | 0.24% | 46.96% | - |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.24% | 0% | 18.42% | 4/29/2025 |
 Louisiana-Pacific (LPX) | 0.22% | 0% | 13.16% | 5/27/2025 |
 ARK Artificial Intelligence & Robotics UCITS ETF (ARKI.L) | 0.2% | 0% | 10.93% | 4/4/2025 |
 Xinyi Solar (0968.HK) | 0.19% | 0% | 21.76% | 4/7/2025 |
 Realty Income (O) | 0.19% | 0% | 14.57% | 4/29/2025 |
 eToro Group LTD (ETOR) | 0.18% | 2.48% | 7.79% | - |
 Udemy (UDMY) | 0.18% | 0% | 17.41% | 3/31/2025 |
 Ionq (IONQ) | 0.18% | 0% | 10.53% | 4/7/2025 |
 iShares MSCI India ETF (INDA) | 0.17% | 0% | 15.18% | 4/29/2025 |
 Chevron (CVX.US) | 0.17% | 0% | 5.06% | 5/27/2025 |
 Vertex (VRTX) | 0.15% | 0% | 15.49% | 3/31/2025 |
 Danaos (DAC) | 0.15% | 0% | 15.49% | 3/31/2025 |
 iShares US Aerospace & Defense ETF (ITA) | 0.14% | 0% | 17.51% | 3/31/2025 |
 Visa (V) | 0.14% | 0% | 5.77% | 5/27/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.13% | 0% | 11.64% | 3/31/2025 |
 iShares Core U.S. REIT ETF (USRT) | 0.13% | 0% | 11.64% | 3/31/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.13% | 0% | 11.64% | 3/31/2025 |
 Chubb (CB) | 0.13% | 0% | 5.77% | 5/27/2025 |
 Gold (Non Expiry) (GOLD) | 0.13% | 0% | 3.04% | 2/13/2024 |
 DaVita (DVA) | 0.13% | 0% | 5.77% | 5/27/2025 |
 iShares Global REIT ETF (REET) | 0.11% | 0% | 9.72% | 3/12/2025 |
 Global X Uranium ETF (URA) | 0.09% | 0% | 8.6% | 4/4/2025 |
 Snapchat (SNAP) | 0.07% | 0% | 7.89% | 1/16/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.06% | 0% | 0.2% | 10/26/2023 |
 Kroger (KR) | 0.03% | 0% | 2.83% | 5/27/2025 |
 Rambus (RMBS) | 0.03% | 0% | 0.71% | 2/1/2024 |
 Axcelis (ACLS) | 0.02% | 0% | 0.71% | 2/1/2024 |
 Palantir (PLTR) | 0.02% | 0% | 1.52% | 1/7/2025 |
 Riot (RIOT) | 0.01% | 0% | 0.3% | 1/12/2024 |
 Ginkgo Bioworks (DNA) | 0% | 0% | 0.71% | 1/17/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 8.88% | 10.63% |
| Nu (NU) | 7.1% | 8.54% |
| D-Wave (QBTS) | 8.69% | 7.36% |
| Citi (C) | 5.33% | 7.25% |
| TSMC (TSM) | 5.33% | 7.13% |
| Broadcom (AVGO) | 3.55% | 4.53% |
| Apple (AAPL) | 2.66% | 4.36% |
| Netflix (NFLX) | 1.77% | 3.97% |
| Capital One (COF) | 3.55% | 3.95% |
| American Express (AXP) | 3.55% | 3.72% |
| Bank of America (BAC) | 3.55% | 3.65% |
| Amazon (AMZN) | 3.55% | 3.47% |
| Meta (META) | 3.55% | 3.13% |
| Texas Pacific (TPL) | 5.33% | 3.11% |
| Berkshire Hathaway (BRK.B) | 3.55% | 3.03% |
| ARBE Robotics (ARBE) | 5.85% | 2.91% |
| Uber (UBER) | 3.55% | 2.83% |
| Verisign (VRSN) | 3.55% | 2.54% |
| Liberty Media (LLYVK) | 2.66% | 2.36% |
| JPMorgan (JPM) | 2.66% | 2.33% |
| Rolls-Royce (RR.L) | 2.66% | 2.22% |
| Reddit Inc (RDDT) | 0.53% | 1.53% |
| Sirius XM (SIRI) | 1.78% | 1.24% |
| Novo-Nordisk (NVO) | 1.73% | 1.11% |
| Marks & Spencer (MKS.L) | 0.89% | 0.88% |
| Bank of China (3988.HK) | 0.71% | 0.8% |
| AMC (AMC) | 1.78% | 0.72% |
| XRP (XRP) | 0.89% | 0.49% |
| Dogecoin (DOGE) | 0.91% | 0.31% |
Cash & Instruments Over Time
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