Portfolio Diversification
Range
Most Diversified
40 instruments
January 17, 2025
Least Diversified
0 instruments
February 2, 2025
Average
17 instruments
Most Consistent Holdings
Top 5
BTC99.81%
NFLX89.53%
AAPL87.79%
AMZN87.79%
NVDA85.85%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since August 31, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Bitcoin (BTC) | 18.36% | 0% | 99.81% | 2/1/2025 |
| NVIDIA (NVDA) | 12.01% | 0% | 85.85% | 2/1/2025 |
 Nu (NU) | 7.47% | 0% | 82.75% | 2/1/2025 |
| Netflix (NFLX) | 5.97% | 0% | 89.53% | 2/1/2025 |
 Agilent (A) | 5.66% | 0% | 83.33% | 1/7/2025 |
| Apple (AAPL) | 5.43% | 0% | 87.79% | 2/1/2025 |
 Meta (META) | 5.39% | 0% | 82.75% | 1/16/2025 |
 Tesla (TSLA) | 5.32% | 0% | 18.99% | 1/25/2024 |
| Amazon (AMZN) | 5.23% | 0% | 87.79% | 2/1/2025 |
 Rolls-Royce (RR.L) | 4.74% | 0% | 74.81% | 2/1/2025 |
 Snowflake (SNOW) | 3.56% | 0% | 41.09% | 5/31/2024 |
 Microsoft (MSFT) | 2.57% | 0% | 49.03% | 8/1/2024 |
 Uber (UBER) | 2.37% | 0% | 77.13% | 2/1/2025 |
 Mastercard (MA) | 2.01% | 0% | 70.35% | 2/1/2025 |
 Toyota (TM) | 1.97% | 0% | 39.34% | 8/1/2024 |
 Scorpio Tankers (STNG) | 1.67% | 0% | 62.4% | 12/2/2024 |
 Texas Pacific (TPL) | 1.31% | 0% | 35.47% | 2/1/2025 |
 Marks & Spencer (MKS.L) | 1.08% | 0% | 46.71% | 2/1/2025 |
 TSMC (TSM) | 0.94% | 0% | 35.47% | 2/1/2025 |
 Alphabet (GOOG) | 0.6% | 0% | 35.47% | 2/1/2025 |
 Bank of China (3988.HK) | 0.44% | 0% | 46.32% | 2/1/2025 |
 Reddit Inc (RDDT) | 0.41% | 0% | 18.22% | 2/1/2025 |
 Fifth Third (FITB) | 0.31% | 0% | 27.52% | 2/1/2025 |
 Xinyi Solar (0968.HK) | 0.28% | 0% | 29.26% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 0.27% | 0% | 18.6% | 2/1/2025 |
 ASML (ASML) | 0.26% | 0% | 18.6% | 2/1/2025 |
 Gold (Non Expiry) (GOLD) | 0.25% | 0% | 5.81% | 2/13/2024 |
 Udemy (UDMY) | 0.23% | 0% | 22.29% | 2/1/2025 |
 iShares US Aerospace & Defense ETF (ITA) | 0.2% | 0% | 22.48% | 2/1/2025 |
 Danaos (DAC) | 0.19% | 0% | 18.6% | 2/1/2025 |
 ARK Artificial Intelligence & Robotics UCITS ETF (ARKI.L) | 0.19% | 0% | 9.11% | 2/1/2025 |
 Vertex (VRTX) | 0.18% | 0% | 18.6% | 2/1/2025 |
 Financial Select Sector SPDR (XLF) | 0.17% | 0% | 18.6% | 2/1/2025 |
 Coca-Cola (KO) | 0.16% | 0% | 12.4% | 2/1/2025 |
 iShares MSCI India ETF (INDA) | 0.15% | 0% | 12.4% | 2/1/2025 |
 Realty Income (O) | 0.14% | 0% | 11.24% | 2/1/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.13% | 0% | 11.24% | 2/1/2025 |
 Snapchat (SNAP) | 0.13% | 0% | 15.12% | 1/16/2025 |
 iShares Core U.S. REIT ETF (USRT) | 0.13% | 0% | 11.24% | 2/1/2025 |
 iShares Global REIT ETF (REET) | 0.13% | 0% | 11.24% | 2/1/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.13% | 0% | 11.24% | 2/1/2025 |
 Alphatec (ATEC) | 0.12% | 0% | 7.75% | 2/1/2025 |
 Ionq (IONQ) | 0.11% | 0% | 7.75% | 2/1/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.11% | 0% | 0.39% | 10/26/2023 |
 D-Wave (QBTS) | 0.07% | 0% | 4.84% | 2/1/2025 |
 ARBE Robotics (ARBE) | 0.07% | 0% | 4.84% | 2/1/2025 |
 FinVolution (FINV) | 0.07% | 0% | 3.1% | 2/1/2025 |
 Rambus (RMBS) | 0.06% | 0% | 1.36% | 2/1/2024 |
 Louisiana-Pacific (LPX) | 0.04% | 0% | 3.1% | 2/1/2025 |
 Axcelis (ACLS) | 0.04% | 0% | 1.36% | 2/1/2024 |
 Broadcom (AVGO) | 0.04% | 0% | 3.1% | 2/1/2025 |
 Palantir (PLTR) | 0.04% | 0% | 2.91% | 1/7/2025 |
 Riot (RIOT) | 0.03% | 0% | 0.58% | 1/12/2024 |
 Global X Uranium ETF (URA) | 0.02% | 0% | 4.65% | 2/1/2025 |
 Ginkgo Bioworks (DNA) | 0.01% | 0% | 1.36% | 1/17/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 6.34% | 14.39% |
| Bitcoin (BTC) | 7.97% | 10.22% |
| Netflix (NFLX) | 3.98% | 6.57% |
| Rolls-Royce (RR.L) | 3.99% | 5.85% |
| Nu (NU) | 5.98% | 5.27% |
| Meta (META) | 3.99% | 5.2% |
| Apple (AAPL) | 3.99% | 4.89% |
| Amazon (AMZN) | 4.03% | 4.53% |
| Texas Pacific (TPL) | 4.38% | 3.77% |
| Agilent (A) | 3.2% | 2.85% |
| Reddit Inc (RDDT) | 2.19% | 2.56% |
| TSMC (TSM) | 2.39% | 2.31% |
| Mastercard (MA) | 2.39% | 2.11% |
| ARK Artificial Intelligence & Robotics UCITS ETF (ARKI.L) | 3.19% | 2.04% |
| Marks & Spencer (MKS.L) | 1.99% | 1.96% |
| Alphabet (GOOG) | 1.99% | 1.6% |
| Alphatec (ATEC) | 2.25% | 1.49% |
| Berkshire Hathaway (BRK.B) | 1.99% | 1.33% |
| ASML (ASML) | 1.99% | 1.3% |
| Coca-Cola (KO) | 1.99% | 1.28% |
| iShares MSCI India ETF (INDA) | 1.99% | 1.26% |
| Realty Income (O) | 1.99% | 1.23% |
| Uber (UBER) | 1.99% | 1.21% |
| Palantir (PLTR) | 1.99% | 1.2% |
| Schwab US Dividend Equity ETF (SCHD) | 1.99% | 1.19% |
| iShares Core U.S. REIT ETF (USRT) | 1.99% | 1.19% |
| iShares Global REIT ETF (REET) | 1.99% | 1.17% |
| Vanguard Real Estate ETF (VNQ) | 1.99% | 1.16% |
| Bank of China (3988.HK) | 1.59% | 1.16% |
| Ionq (IONQ) | 1.99% | 1.15% |
| Udemy (UDMY) | 1.2% | 0.99% |
| Danaos (DAC) | 1.59% | 0.96% |
| Fifth Third (FITB) | 1.2% | 0.9% |
| Financial Select Sector SPDR (XLF) | 1.2% | 0.86% |
| iShares US Aerospace & Defense ETF (ITA) | 1.2% | 0.74% |
| Vertex (VRTX) | 1.59% | 0.74% |
| Snapchat (SNAP) | 1.2% | 0.71% |
| Xinyi Solar (0968.HK) | 1.06% | 0.69% |