Portfolio Diversification
Range
Most Diversified
21 instruments
August 21, 2024
Least Diversified
0 instruments
February 2, 2025
Average
12.8 instruments
Most Consistent Holdings
Top 5
GOOG99.93%
QCOM99.93%
QFIN99.93%
MSFT74.5%
ESNT68.02%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 20.03% | 28.67% | 99.93% | - |
| Microsoft (MSFT) | 9.98% | 13.85% | 74.5% | - |
| Qifu Technology (QFIN) | 8.6% | 7.33% | 99.93% | - |
| Qualcomm (QCOM) | 8.14% | 9.76% | 99.93% | - |
| Essent (ESNT) | 6.18% | 0% | 68.02% | 8/12/2024 |
 Qudian (QD) | 6.08% | 0% | 67.72% | 8/8/2024 |
 Intel (INTC) | 5.22% | 0% | 61.68% | 5/17/2024 |
 Alibaba (BABA) | 5.16% | 0% | 50.26% | 12/13/2023 |
 Berkshire Hathaway (BRK.B) | 4.75% | 0% | 55.34% | 8/13/2024 |
 Tencent (0700.HK) | 3.78% | 0% | 56.82% | 3/12/2024 |
 Energy Transfer (ET) | 2.69% | 0% | 25.2% | 8/9/2024 |
 Chubb (CB) | 1.48% | 0% | 19.9% | 8/22/2024 |
 InterDigital (IDCC) | 1.46% | 7.21% | 31.69% | - |
 AMC (AMCX) | 0.92% | 0% | 17.91% | 4/15/2025 |
 Vale (VALE) | 0.89% | 2.84% | 31.91% | - |
 Royalty Pharma (RPRX) | 0.81% | 2.62% | 31.69% | - |
 Enel (ENIC) | 0.8% | 2.71% | 31.91% | - |
 SIGA Technologies (SIGA) | 0.79% | 2.65% | 31.69% | - |
 Immersion (IMMR) | 0.75% | 1.81% | 31.69% | - |
 Lantheus (LNTH) | 0.63% | 1.15% | 31.61% | - |
 CVRx (CVRX) | 0.6% | 1.69% | 31.69% | - |
 Medallion (MFIN) | 0.53% | 1.64% | 31.32% | - |
 Catalyst Pharmaceuticals (CPRX) | 0.47% | 0% | 4.35% | 2/28/2022 |
 RMR (RMR) | 0.45% | 0.98% | 31.91% | - |
 Vertex (VRTX) | 0.44% | 1.13% | 31.91% | - |
 Castle Biosciences (CSTL) | 0.42% | 1.11% | 31.91% | - |
 Semler Scientific (SMLR) | 0.42% | 0% | 21.44% | 6/9/2025 |
 Meituan (03690.HK) | 0.07% | 0% | 36.04% | 8/6/2024 |
 BlueLinx (BXC) | 0.06% | 0.14% | 32.13% | - |
 Nuvation Bio (NUVB) | 0.05% | 0% | 6.48% | 11/12/2024 |
 iShares MSCI India ETF (INDA) | 0.01% | 0% | 0.52% | 8/15/2024 |
 Surgepays (SURG) | 0% | 0% | 0.15% | 8/14/2024 |
 Gravity (GRVY) | 0% | 0% | 0.22% | 8/15/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 17.88% | 23.63% |
| Microsoft (MSFT) | 9.35% | 12.59% |
| Qifu Technology (QFIN) | 7.86% | 12.27% |
| Qualcomm (QCOM) | 12.66% | 10.01% |
| AMC (AMCX) | 7.22% | 5.71% |
| InterDigital (IDCC) | 3.87% | 4.19% |
| Immersion (IMMR) | 3.87% | 2.52% |
| Vale (VALE) | 3.74% | 2.46% |
| CVRx (CVRX) | 1.99% | 2.38% |
| Enel (ENIC) | 2.79% | 2.23% |
| SIGA Technologies (SIGA) | 3.55% | 2.09% |
| Royalty Pharma (RPRX) | 2.81% | 2.03% |
| Lantheus (LNTH) | 2.81% | 2.03% |
| Semler Scientific (SMLR) | 1.4% | 1.96% |
| Medallion (MFIN) | 1.86% | 1.7% |
| RMR (RMR) | 2.22% | 1.49% |
| Castle Biosciences (CSTL) | 1.87% | 1.43% |
| Vertex (VRTX) | 1.81% | 1.21% |
| BlueLinx (BXC) | 0.27% | 0.22% |