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Portfolio Diversification
Range
Most Diversified
44 instruments
March 15, 2025
Least Diversified
0 instruments
February 2, 2025
Average
23.2 instruments
Most Consistent Holdings
Top 5
AAPL93.09%
AMZN93.09%
NVDA91.64%
NU89.99%
UBER87.41%
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) | 11.03% | 0% | 91.64% | 4/30/2026 |
 Bitcoin (BTC) | 10.35% | 0% | 59.75% | 4/7/2025 |
| Nu (NU) | 7.64% | 0% | 89.99% | 4/30/2026 |
 Netflix (NFLX) | 5.5% | 0% | 83.9% | 1/21/2026 |
| Apple (AAPL) | 4.77% | 2.67% | 93.09% | - |
| Amazon (AMZN) | 4.52% | 3.65% | 93.09% | - |
 Meta (META) | 4.29% | 0% | 85.86% | 4/30/2026 |
 Rolls-Royce (RR.L) | 3.43% | 2.09% | 67.6% | - |
 TSMC (TSM) | 3.22% | 8.49% | 60.06% | - |
 Agilent (A.US) | 3.01% | 0% | 44.38% | 1/7/2025 |
 Tesla (TSLA) | 2.84% | 0% | 10.11% | 1/25/2024 |
| Uber (UBER) | 2.77% | 2.38% | 87.41% | - |
 Texas Pacific (TPL) | 2.72% | 4.36% | 65.02% | - |
 Citi (C) | 2.67% | 7.29% | 39.73% | - |
 Snowflake (SNOW) | 1.9% | 0% | 21.88% | 5/31/2024 |
 D-Wave (QBTS) | 1.85% | 5.67% | 48.5% | - |
 Broadcom (AVGO) | 1.78% | 4.98% | 46.65% | - |
 Berkshire Hathaway (BRK.B) | 1.58% | 2.63% | 56.24% | - |
 Capital One (COF) | 1.55% | 2.85% | 42.41% | - |
 Mastercard (MA) | 1.38% | 0% | 49.23% | 5/27/2025 |
 Microsoft (MSFT) | 1.37% | 0% | 26.11% | 8/1/2024 |
 Bank of America (BAC) | 1.29% | 1.57% | 39.73% | - |
 American Express (AXP) | 1.27% | 2.95% | 38.7% | - |
 Marks & Spencer (MKS.L) | 1.17% | 0.81% | 71.21% | - |
 ARBE Robotics (ARBE) | 1.09% | 1.95% | 48.92% | - |
 Toyota (TM) | 1.05% | 0% | 20.95% | 8/1/2024 |
 Verisign (VRSN) | 0.93% | 1.22% | 34.57% | - |
 Scorpio Tankers (STNG) | 0.89% | 0% | 33.23% | 12/2/2024 |
 Reddit Inc (RDDT) | 0.81% | 0.75% | 56.04% | - |
 Bank of China (3988.HK) | 0.71% | 0.92% | 71% | - |
 Novo-Nordisk (NVO) | 0.63% | 0% | 43.76% | 4/30/2026 |
 JPMorgan (JPM) | 0.53% | 0% | 24.36% | 4/30/2026 |
 Sirius XM (SIRI) | 0.45% | 1.54% | 30.13% | - |
 Liberty Media (LLYVK) | 0.44% | 2.45% | 18.58% | - |
 Alphabet (GOOG) | 0.42% | 0% | 25.49% | 4/7/2025 |
 Coca-Cola (KO) | 0.37% | 0% | 18.37% | 5/27/2025 |
 Fifth Third (FITB) | 0.36% | 0% | 26.42% | 5/27/2025 |
 AMC (AMC) | 0.36% | 0% | 29.72% | 4/30/2026 |
 XRP (XRP) | 0.34% | 0% | 46.13% | 4/30/2026 |
 ASML (ASML) | 0.34% | 0% | 21.67% | 5/27/2025 |
 Alphatec (ATEC) | 0.34% | 0% | 15.89% | 5/27/2025 |
 FinVolution (FINV) | 0.31% | 0% | 13.42% | 5/27/2025 |
 Dogecoin (DOGE) | 0.26% | 0% | 46.13% | 4/30/2026 |
 UnitedHealth (UNH) | 0.26% | 0% | 9.91% | 4/30/2026 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.24% | 0% | 18.78% | 4/29/2025 |
 Louisiana-Pacific (LPX) | 0.23% | 0% | 13.42% | 5/27/2025 |
 ARK Artificial Intelligence & Robotics UCITS ETF (ARKI.L) | 0.21% | 0% | 11.15% | 4/4/2025 |
 Xinyi Solar (0968.HK) | 0.19% | 0% | 22.19% | 4/7/2025 |
 Realty Income (O) | 0.19% | 0% | 14.86% | 4/29/2025 |
 Udemy (UDMY) | 0.18% | 0% | 17.75% | 3/31/2025 |
 Ionq (IONQ) | 0.18% | 0% | 10.73% | 4/7/2025 |
 iShares MSCI India ETF (INDA) | 0.18% | 0% | 15.48% | 4/29/2025 |
 Chevron (CVX) | 0.17% | 0% | 5.16% | 5/27/2025 |
 Vertex (VRTX) | 0.15% | 0% | 15.79% | 3/31/2025 |
 Danaos (DAC) | 0.15% | 0% | 15.79% | 3/31/2025 |
 iShares US Aerospace & Defense ETF (ITA) | 0.15% | 0% | 17.85% | 3/31/2025 |
 eToro Group LTD (ETOR) | 0.14% | 0% | 6.19% | 4/30/2026 |
 Visa (V) | 0.14% | 0% | 5.88% | 5/27/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.14% | 0% | 11.87% | 3/31/2025 |
 iShares Core U.S. REIT ETF (USRT) | 0.13% | 0% | 11.87% | 3/31/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.13% | 0% | 11.87% | 3/31/2025 |
 Chubb (CB) | 0.13% | 0% | 5.88% | 5/27/2025 |
 Gold (Non Expiry) (GOLD) | 0.13% | 0% | 3.1% | 2/13/2024 |
 DaVita (DVA) | 0.13% | 0% | 5.88% | 5/27/2025 |
 iShares Global REIT ETF (REET) | 0.11% | 0% | 9.91% | 3/12/2025 |
 Global X Uranium ETF (URA) | 0.09% | 0% | 8.77% | 4/4/2025 |
 Snapchat (SNAP) | 0.07% | 0% | 8.05% | 1/16/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.06% | 0% | 0.21% | 10/26/2023 |
 Kroger (KR) | 0.03% | 0% | 2.89% | 5/27/2025 |
 Rambus (RMBS) | 0.03% | 0% | 0.72% | 2/1/2024 |
 Axcelis (ACLS) | 0.02% | 0% | 0.72% | 2/1/2024 |
 Palantir (PLTR) | 0.02% | 0% | 1.55% | 1/7/2025 |
 Riot (RIOT) | 0.01% | 0% | 0.31% | 1/12/2024 |
 Ginkgo Bioworks (DNA) | 0% | 0% | 0.72% | 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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