Portfolio Diversification
Range
Most Diversified
12 instruments
November 26, 2024
Least Diversified
0 instruments
October 1, 2024
Average
6.6 instruments
Most Consistent Holdings
Top 5
GOOG54.84%
MSFT54.84%
AMZN54.84%
NFLX54.84%
SPOT54.84%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since October 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 9.02% | 0% | 54.84% | 2/1/2025 |
| Microsoft (MSFT) | 8.36% | 0% | 54.84% | 2/1/2025 |
| Alphabet (GOOG) | 6.07% | 0% | 54.84% | 2/1/2025 |
| Netflix (NFLX) | 5.41% | 0% | 54.84% | 2/1/2025 |
| Spotify (SPOT) | 5.34% | 0% | 54.84% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 4.14% | 0% | 54.84% | 2/1/2025 |
 Broadcom (AVGO) | 3.48% | 0% | 54.84% | 2/1/2025 |
 Carnival (CCL) | 2.71% | 0% | 54.84% | 2/1/2025 |
 Thales (HO.PA) | 2.64% | 0% | 54.84% | 2/1/2025 |
 Royal Caribbean (RCL) | 2.64% | 0% | 54.84% | 2/1/2025 |
 Avepoint (AVPT) | 2.54% | 0% | 54.84% | 2/1/2025 |
 Rheinmetall (RHM.DE) | 2.51% | 0% | 54.84% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 15.41% | 16.46% |
| Microsoft (MSFT) | 15.41% | 15.19% |
| Alphabet (GOOG) | 10.27% | 11.31% |
| Netflix (NFLX) | 10.27% | 9.94% |
| Spotify (SPOT) | 10.27% | 9.27% |
| SPDR S&P 500 ETF (SPY) | 7.96% | 7.56% |
| Broadcom (AVGO) | 5.14% | 7.01% |
| Carnival (CCL) | 5.14% | 4.92% |
| Thales (HO.PA) | 5.14% | 4.79% |
| Royal Caribbean (RCL) | 5.14% | 4.73% |
| Rheinmetall (RHM.DE) | 4.63% | 4.44% |
| Avepoint (AVPT) | 5.14% | 4.42% |