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Portfolio Diversification
Range
Most Diversified
38 instruments
February 25, 2023
Least Diversified
4 instruments
February 27, 2026
Average
21.4 instruments
Most Consistent Holdings
Top 5
AMZN100%
UBER100%
BKH100%
MRVL98.45%
NTDOY97.93%
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) | 18.57% | 67.8% | 100% | - |
 TSMC (TSM) | 9.18% | 0% | 95.78% | 1/26/2026 |
 Schwab US Dividend Equity ETF (SCHD) | 6.2% | 0% | 94.48% | 2/19/2026 |
 PDD Holdings (PDD) | 5.8% | 0% | 78.88% | 1/6/2026 |
| Uber (UBER) | 5.32% | 12.45% | 100% | - |
 Eastman Chemical (EMN) | 5.26% | 0% | 79.48% | 7/21/2025 |
| Marvell (MRVL) | 5.21% | 0% | 98.45% | 2/26/2026 |
| Black Hills (BKH) | 5.09% | 11.82% | 100% | - |
 Verizon (VZ) | 4.3% | 0% | 91.03% | 2/19/2026 |
 Ormat (ORA.US) | 4.03% | 0% | 64.4% | 1/27/2025 |
 NVIDIA (NVDA) | 3.18% | 0% | 39.48% | 4/10/2025 |
 Devon Energy (DVN) | 2.59% | 0% | 58.62% | 11/18/2025 |
 Trade Desk (TTD) | 2.32% | 0% | 66.29% | 2/18/2025 |
| Nintendo (NTDOY) | 2.17% | 7.76% | 97.93% | - |
 Microchip (MCHP) | 1.87% | 0% | 59.66% | 12/3/2024 |
 Block Inc. (XYZ) | 1.54% | 0% | 37.76% | 11/8/2024 |
 Arbor Realty (ABR) | 1.41% | 0% | 83.28% | 11/7/2025 |
 Enterprise Products (EPD) | 1.39% | 0% | 69.57% | 4/21/2025 |
 Dynatrace (DT) | 1.34% | 0% | 38.02% | 3/25/2024 |
 Harley-Davidson (HOG) | 1.01% | 0% | 39.66% | 2/14/2025 |
 iShares Silver Trust (SLV) | 0.8% | 0% | 55.43% | 11/8/2024 |
 Kulicke and Soffa (KLIC) | 0.77% | 0% | 27.33% | 3/25/2024 |
 Shopify (SHOP) | 0.66% | 0% | 31.72% | 1/11/2024 |
 iShares Gold Trust (IAU) | 0.55% | 0% | 27.16% | 11/8/2024 |
 Bandwidth (BAND.US) | 0.54% | 0% | 43.71% | 11/8/2024 |
 ChargePoint (CHPT) | 0.51% | 0% | 9.48% | 4/24/2023 |
 ARK Innovation ETF (ARKK) | 0.5% | 0% | 21.9% | 9/18/2023 |
 Sunnova (NOVAQ) | 0.43% | 0% | 18.62% | 8/8/2023 |
 UiPath (PATH) | 0.41% | 0% | 30.17% | 7/29/2024 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.4% | 0% | 24.83% | 11/28/2023 |
 Global X Uranium ETF (URA) | 0.39% | 0% | 17.59% | 9/19/2024 |
 Roblox (RBLX) | 0.35% | 0% | 14.57% | 3/14/2024 |
 Chewy (CHWY) | 0.35% | 0% | 18.02% | 8/1/2023 |
 Essential Utilities (WTRG) | 0.35% | 0% | 11.29% | 6/29/2023 |
 Lithium Americas (LAC) | 0.32% | 0% | 20.09% | 10/19/2023 |
 Fluence (FLNC) | 0.3% | 0% | 25% | 12/19/2024 |
 Novo-Nordisk (NVO) | 0.26% | 0% | 6.38% | 4/21/2025 |
 Unity (U) | 0.25% | 0% | 11.98% | 5/23/2023 |
 Redfin (RDFN) | 0.15% | 0% | 20.09% | 10/20/2023 |
 CVS Health (CVS) | 0.15% | 0% | 3.53% | 9/13/2023 |
 ZoomInfo (GTM) | 0.14% | 0% | 6.64% | 3/21/2023 |
 Dropbox (DBX) | 0.14% | 0% | 10.34% | 2/16/2024 |
 Vanguard FTSE Emerging Markets (VWO) | 0.12% | 0% | 7.59% | 5/11/2023 |
 GrowGeneration (GRWG) | 0.12% | 0% | 22.84% | 10/23/2023 |
 Lumentum (LITE) | 0.12% | 0% | 4.31% | 2/21/2023 |
 Annaly (NLY) | 0.11% | 0% | 5.6% | 3/8/2023 |
 Gevo (GEVO) | 0.11% | 0% | 10.69% | 10/2/2023 |
 Vermilion (VET.US) | 0.11% | 0% | 11.38% | 12/15/2023 |
 Micron (MU) | 0.1% | 0% | 5% | 3/10/2023 |
 Skillz (SKLZ) | 0.09% | 0% | 14.57% | 6/28/2024 |
 On (ONON) | 0.09% | 0% | 4.57% | 4/23/2024 |
 Expeditors (EXPD) | 0.09% | 0% | 3.53% | 4/23/2024 |
 Cloudflare (NET) | 0.08% | 0% | 5.52% | 3/7/2023 |
 Plug Power (PLUG) | 0.08% | 0% | 10.78% | 5/9/2023 |
 Coupang (CPNG) | 0.08% | 0% | 5.17% | 12/19/2023 |
 Two Harbors (TWO) | 0.07% | 0% | 5.26% | 10/4/2023 |
 SentinelOne (S.US) | 0.06% | 0% | 7.84% | 6/29/2023 |
 Confluent (CFLT) | 0.06% | 0% | 4.4% | 2/22/2023 |
 Rivian (RIVN) | 0.05% | 0% | 3.1% | 2/7/2023 |
 Vimeo (VMEO) | 0.04% | 0% | 9.31% | 11/28/2023 |
 Wolfspeed (WOLF.old) | 0.04% | 0% | 4.22% | 9/30/2025 |
 Infinera (INFN) | 0.04% | 0% | 3.71% | 2/14/2023 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.03% | 0% | 1.72% | 2/10/2023 |
 Roku (ROKU) | 0.02% | 0% | 0.78% | 1/10/2023 |
 Wolfspeed Inc (WOLF) | 0.02% | 0% | 12.24% | 2/19/2026 |
 SNDL (SNDL) | 0.01% | 0% | 3.88% | 2/16/2023 |
 EVgo (EVGO) | 0.01% | 0% | 3.62% | 1/26/2026 |
 Riot (RIOT) | 0.01% | 0% | 1.21% | 3/12/2024 |
 Lithium Americas Argentina C (LAR) | 0.01% | 0% | 0.86% | 10/19/2023 |
 Outfront Media (OUT) | 0% | 0% | 0.95% | 3/7/2023 |
 Nikola (NKLAQ) | 0% | 0% | 1.72% | 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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