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Portfolio Diversification
Range
Most Diversified
16 instruments
January 5, 2022
Least Diversified
5 instruments
October 20, 2025
Average
12.7 instruments
Most Consistent Holdings
Top 5
DDOG100%
U100%
LMND99.93%
PYPL99.93%
SHOP99.93%
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) | 11.25% | 5.8% | 92.66% | - |
| PayPal (PYPL) | 11.15% | 5.27% | 99.93% | - |
 Meta (META) | 10.18% | 7.03% | 92.59% | - |
| Lemonade (LMND) | 8.96% | 18.67% | 99.93% | - |
 SPDR S&P 500 ETF (SPY) | 5.36% | 13.61% | 74.55% | - |
| Datadog (DDOG) | 5.29% | 5.67% | 100% | - |
 F5 (FFIV) | 4.89% | 3.89% | 99.73% | - |
| Shopify (SHOP) | 4% | 4.41% | 99.93% | - |
 BellKeeper | 3.31% | 0% | 33.06% | 7/29/2024 |
 NVIDIA (NVDA) | 3.31% | 14.24% | 28.05% | - |
 Invesco QQQ (QQQ) | 3.27% | 0% | 52.54% | 3/7/2024 |
 Apple (AAPL) | 2.94% | 7.84% | 62.07% | - |
| Unity (U) | 2.91% | 4.66% | 100% | - |
 Autodesk (ADSK) | 2.65% | 0% | 62.07% | 7/25/2024 |
 JeppeKirkBonde | 2.5% | 0% | 14.75% | 6/11/2025 |
 Intuitive Surgical (ISRG) | 1.15% | 0% | 52.54% | 3/7/2024 |
 Microsoft (MSFT) | 1.15% | 3.33% | 30.11% | - |
 Alphabet (GOOG) | 0.71% | 3.72% | 24.55% | - |
 Wells Fargo (WFC) | 0.47% | 0% | 13.65% | 8/3/2022 |
 SoundHound (SOUN) | 0.35% | 1.79% | 12.62% | - |
 Mondelez (MDLZ) | 0.34% | 0% | 14.54% | 8/3/2022 |
 Simon (SPG) | 0.14% | 0% | 6.04% | 3/30/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Lemonade (LMND) | 9.12% | 15.09% |
| NVIDIA (NVDA) | 10.42% | 14.38% |
| SPDR S&P 500 ETF (SPY) | 15.51% | 13.86% |
| Apple (AAPL) | 7.45% | 8.5% |
| Meta (META) | 6.52% | 6.57% |
| Datadog (DDOG) | 7.93% | 6.27% |
| PayPal (PYPL) | 15.63% | 6.01% |
| Unity (U) | 6.51% | 5.55% |
| TSMC (TSM) | 3.91% | 5.4% |
| Shopify (SHOP) | 3.91% | 5.18% |
| Microsoft (MSFT) | 3.91% | 3.84% |
| F5 (FFIV) | 3.91% | 3.67% |
| Alphabet (GOOG) | 2.6% | 3.58% |
| SoundHound (SOUN) | 2.61% | 2.03% |
Cash & Instruments Over Time
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