Portfolio Diversification
Range
Most Diversified
16 instruments
January 5, 2022
Least Diversified
6 instruments
July 30, 2024
Average
12.5 instruments
Most Consistent Holdings
Top 5
LMND100%
PYPL100%
SHOP100%
DDOG100%
U100%
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 |
|---|---|---|---|---|
 TSMC (TSM) | 12.42% | 4.66% | 91.37% | - |
| PayPal (PYPL) | 11.89% | 9.06% | 100% | - |
 Meta (META) | 10.73% | 8.44% | 91.21% | - |
| Lemonade (LMND) | 8.2% | 10.65% | 100% | - |
 F5 (FFIV) | 5% | 5.12% | 99.67% | - |
| Datadog (DDOG) | 5% | 6.9% | 100% | - |
 SPDR S&P 500 ETF (SPY) | 4.65% | 0% | 74.02% | 7/29/2024 |
 BellKeeper | 3.93% | 0% | 39.25% | 7/29/2024 |
 Invesco QQQ (QQQ) | 3.88% | 0% | 62.38% | 3/7/2024 |
| Shopify (SHOP) | 3.84% | 4.21% | 100% | - |
 Autodesk (ADSK) | 3.14% | 0% | 73.7% | 7/25/2024 |
 JeppeKirkBonde | 2.97% | 0% | 17.51% | 6/11/2025 |
| Unity (U) | 2.52% | 3.7% | 100% | - |
 Apple (AAPL) | 2.01% | 7.63% | 55.05% | - |
 Intuitive Surgical (ISRG) | 1.37% | 0% | 62.38% | 3/7/2024 |
 NVIDIA (NVDA) | 1.26% | 13.59% | 14.66% | - |
 Microsoft (MSFT) | 0.59% | 4.69% | 17.18% | - |
 Wells Fargo (WFC) | 0.56% | 0% | 16.21% | 8/3/2022 |
 Mondelez (MDLZ) | 0.4% | 0% | 17.26% | 8/3/2022 |
 Alphabet (GOOG) | 0.29% | 2.49% | 10.5% | - |
 Simon (SPG) | 0.16% | 0% | 7.17% | 3/30/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| JeppeKirkBonde | 12.83% | 13.76% |
| PayPal (PYPL) | 17.14% | 12.61% |
| Lemonade (LMND) | 10% | 11.17% |
| Datadog (DDOG) | 5.84% | 6.04% |
| F5 (FFIV) | 4.29% | 5.19% |
| Shopify (SHOP) | 4.29% | 4.91% |
| Unity (U) | 7.14% | 4.05% |
| NVIDIA (NVDA) | 2.86% | 3.19% |
| TSMC (TSM) | 1.43% | 1.65% |
| Meta (META) | 1.43% | 1.61% |
| Microsoft (MSFT) | 1.43% | 1.58% |