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Portfolio Diversification
Range
Most Diversified
38 instruments
February 25, 2023
Least Diversified
9 instruments
January 27, 2026
Average
22 instruments
Most Consistent Holdings
Top 5
AMZN100%
UBER100%
MRVL100%
BKH100%
TSM99.64%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 17.14% | 42.18% | 100% | - |
| TSMC (TSM) | 9.55% | 0% | 99.64% | 1/26/2026 |
 Schwab US Dividend Equity ETF (SCHD) | 6.27% | 7.7% | 96.5% | - |
 PDD Holdings (PDD) | 6.04% | 0% | 82.06% | 1/6/2026 |
 Eastman Chemical (EMN) | 5.47% | 0% | 82.69% | 7/21/2025 |
| Marvell (MRVL) | 5.21% | 7.05% | 100% | - |
| Uber (UBER) | 5.14% | 7.39% | 100% | - |
| Black Hills (BKH) | 4.91% | 6.35% | 100% | - |
 Verizon (VZ) | 4.29% | 7.04% | 92.91% | - |
 Ormat (ORA.US) | 4.2% | 0% | 67% | 1/27/2025 |
 NVIDIA (NVDA) | 3.31% | 0% | 41.08% | 4/10/2025 |
 Devon Energy (DVN) | 2.7% | 0% | 60.99% | 11/18/2025 |
 Trade Desk (TTD) | 2.41% | 0% | 68.97% | 2/18/2025 |
 Nintendo (NTDOY) | 2.03% | 4.23% | 97.85% | - |
 Microchip (MCHP) | 1.95% | 0% | 62.06% | 12/3/2024 |
 Block Inc. (XYZ) | 1.6% | 0% | 39.28% | 11/8/2024 |
 Arbor Realty (ABR) | 1.47% | 0% | 86.64% | 11/7/2025 |
 Enterprise Products (EPD) | 1.44% | 0% | 72.38% | 4/21/2025 |
 Dynatrace (DT) | 1.39% | 0% | 39.55% | 3/25/2024 |
 Harley-Davidson (HOG) | 1.05% | 0% | 41.26% | 2/14/2025 |
 iShares Silver Trust (SLV) | 0.83% | 0% | 57.67% | 11/8/2024 |
 Kulicke and Soffa (KLIC) | 0.8% | 0% | 28.43% | 3/25/2024 |
 Shopify (SHOP) | 0.68% | 0% | 33% | 1/11/2024 |
 iShares Gold Trust (IAU) | 0.57% | 0% | 28.25% | 11/8/2024 |
 Bandwidth (BAND.US) | 0.56% | 0% | 45.47% | 11/8/2024 |
 ChargePoint (CHPT) | 0.53% | 0% | 9.87% | 4/24/2023 |
 ARK Innovation ETF (ARKK) | 0.52% | 0% | 22.78% | 9/18/2023 |
 Sunnova (NOVAQ) | 0.44% | 0% | 19.37% | 8/8/2023 |
 UiPath (PATH) | 0.43% | 0% | 31.39% | 7/29/2024 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.42% | 0% | 25.83% | 11/28/2023 |
 Global X Uranium ETF (URA) | 0.41% | 0% | 18.3% | 9/19/2024 |
 Roblox (RBLX) | 0.37% | 0% | 15.16% | 3/14/2024 |
 Chewy (CHWY) | 0.37% | 0% | 18.74% | 8/1/2023 |
 Essential Utilities (WTRG) | 0.36% | 0% | 11.75% | 6/29/2023 |
 Lithium Americas (LAC) | 0.33% | 0% | 20.9% | 10/19/2023 |
 Fluence (FLNC) | 0.32% | 0% | 26.01% | 12/19/2024 |
 Novo-Nordisk (NVO) | 0.27% | 0% | 6.64% | 4/21/2025 |
 Unity (U) | 0.27% | 0% | 12.47% | 5/23/2023 |
 Redfin (RDFN) | 0.16% | 0% | 20.9% | 10/20/2023 |
 CVS Health (CVS) | 0.16% | 0% | 3.68% | 9/13/2023 |
 ZoomInfo (GTM) | 0.14% | 0% | 6.91% | 3/21/2023 |
 Dropbox (DBX) | 0.14% | 0% | 10.76% | 2/16/2024 |
 Vanguard FTSE Emerging Markets (VWO) | 0.13% | 0% | 7.89% | 5/11/2023 |
 GrowGeneration (GRWG) | 0.13% | 0% | 23.77% | 10/23/2023 |
 Lumentum (LITE) | 0.12% | 0% | 4.48% | 2/21/2023 |
 Annaly (NLY) | 0.12% | 0% | 5.83% | 3/8/2023 |
 Gevo (GEVO) | 0.11% | 0% | 11.12% | 10/2/2023 |
 Vermilion (VET.US) | 0.11% | 0% | 11.84% | 12/15/2023 |
 Micron (MU) | 0.11% | 0% | 5.2% | 3/10/2023 |
 Skillz (SKLZ) | 0.1% | 0% | 15.16% | 6/28/2024 |
 On (ONON) | 0.1% | 0% | 4.75% | 4/23/2024 |
 Expeditors (EXPD) | 0.1% | 0% | 3.68% | 4/23/2024 |
 Cloudflare (NET) | 0.08% | 0% | 5.74% | 3/7/2023 |
 Plug Power (PLUG) | 0.08% | 0% | 11.21% | 5/9/2023 |
 Coupang (CPNG) | 0.08% | 0% | 5.38% | 12/19/2023 |
 Two Harbors (TWO) | 0.07% | 0% | 5.47% | 10/4/2023 |
 SentinelOne (S.US) | 0.06% | 0% | 8.16% | 6/29/2023 |
 Confluent (CFLT) | 0.06% | 0% | 4.57% | 2/22/2023 |
 Rivian (RIVN) | 0.05% | 0% | 3.23% | 2/7/2023 |
 Vimeo (VMEO) | 0.05% | 0% | 9.69% | 11/28/2023 |
 Wolfspeed (WOLF.old) | 0.04% | 0% | 4.39% | 9/30/2025 |
 Infinera (INFN) | 0.04% | 0% | 3.86% | 2/14/2023 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.03% | 0% | 1.79% | 2/10/2023 |
 Roku (ROKU) | 0.02% | 0% | 0.81% | 1/10/2023 |
 Wolfspeed Inc (WOLF) | 0.01% | 0.13% | 10.94% | - |
 SNDL (SNDL) | 0.01% | 0% | 4.04% | 2/16/2023 |
 EVgo (EVGO) | 0.01% | 0% | 3.77% | 1/26/2026 |
 Riot (RIOT) | 0.01% | 0% | 1.26% | 3/12/2024 |
 Lithium Americas Argentina C (LAR) | 0.01% | 0% | 0.9% | 10/19/2023 |
 Outfront Media (OUT) | 0% | 0% | 0.99% | 3/7/2023 |
 Nikola (NKLAQ) | 0% | 0% | 1.79% | 3/8/2023 |
 WOLF Reclass ESCROW.CVR (WOLF ESCROW.CVR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 33.59% | 35.68% |
| TSMC (TSM) | 12.73% | 23.46% |
| Marvell (MRVL) | 6.07% | 6.57% |
| Uber (UBER) | 4.48% | 6.56% |
| Verizon (VZ) | 11.26% | 6.39% |
| Schwab US Dividend Equity ETF (SCHD) | 11.49% | 6.36% |
| Black Hills (BKH) | 7.7% | 5.36% |
| PDD Holdings (PDD) | 6.59% | 5.26% |
| Nintendo (NTDOY) | 4.85% | 3.88% |
| EVgo (EVGO) | 0.7% | 0.31% |
| Wolfspeed Inc (WOLF) | 0.4% | 0.11% |
| WOLF Reclass ESCROW.CVR (WOLF ESCROW.CVR) | 0% | 0% |
Cash & Instruments Over Time
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