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
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 TSMC (TSM) | 12.77% | 4.22% | 90.99% | - |
| PayPal (PYPL) | 11.99% | 9.69% | 100% | - |
 Meta (META) | 10.83% | 7.8% | 90.82% | - |
| Lemonade (LMND) | 8.16% | 8.96% | 100% | - |
 F5 (FFIV) | 4.98% | 5.68% | 99.66% | - |
| Datadog (DDOG) | 4.91% | 6.56% | 100% | - |
 SPDR S&P 500 ETF (SPY) | 4.85% | 0% | 77.23% | 7/29/2024 |
 BellKeeper | 4.1% | 0% | 40.95% | 7/29/2024 |
 Invesco QQQ (QQQ) | 4.05% | 0% | 65.08% | 3/7/2024 |
| Shopify (SHOP) | 3.82% | 4.41% | 100% | - |
 Autodesk (ADSK) | 3.28% | 0% | 76.89% | 7/25/2024 |
| Unity (U) | 2.46% | 3.97% | 100% | - |
 JeppeKirkBonde | 2.33% | 19.68% | 14.19% | - |
 Apple (AAPL) | 1.73% | 9.62% | 53.1% | - |
 Intuitive Surgical (ISRG) | 1.43% | 0% | 65.08% | 3/7/2024 |
 NVIDIA (NVDA) | 0.75% | 11.91% | 10.96% | - |
 Wells Fargo (WFC) | 0.58% | 0% | 16.91% | 8/3/2022 |
 Mondelez (MDLZ) | 0.42% | 0% | 18.01% | 8/3/2022 |
 Microsoft (MSFT) | 0.41% | 4.48% | 13.59% | - |
 Alphabet (GOOG) | 0.19% | 2.71% | 6.63% | - |
 Simon (SPG) | 0.17% | 0% | 7.48% | 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% |