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Portfolio Diversification
Range
Most Diversified
58 instruments
June 1, 2023
Least Diversified
0 instruments
January 2, 2023
Average
24.6 instruments
Most Consistent Holdings
Top 5
MSTR80.19%
JPM74.41%
AAPL62.31%
GOOG59.72%
AMZN59.72%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| MicroStrategy (MSTR) | 29.06% | 100% | 80.19% | - |
 Marathon Digital (MARA) | 4.5% | 0% | 37.31% | 10/1/2025 |
 Microsoft (MSFT) | 3.82% | 0% | 59.27% | 4/7/2025 |
| Amazon (AMZN) | 3.06% | 0% | 59.72% | 4/7/2025 |
| Alphabet (GOOG) | 2.97% | 0% | 59.72% | 4/7/2025 |
 Coinbase (COIN) | 2.88% | 0% | 50.45% | 7/11/2025 |
| JPMorgan (JPM) | 2.47% | 0% | 74.41% | 11/19/2025 |
 Visa (V) | 1.99% | 0% | 59.72% | 4/7/2025 |
 Meta (META) | 1.88% | 0% | 41.69% | 4/7/2025 |
 Mastercard (MA) | 1.67% | 0% | 59.2% | 4/7/2025 |
| Apple (AAPL) | 1.57% | 0% | 62.31% | 5/12/2025 |
 Netflix (NFLX) | 1.49% | 0% | 52.3% | 5/12/2025 |
 NVIDIA (NVDA) | 1.42% | 0% | 49.63% | 4/7/2025 |
 Moncler (MONC.MI) | 1.32% | 0% | 42.58% | 11/20/2025 |
 Cloudflare (NET) | 1.2% | 0% | 33.46% | 4/22/2024 |
 ASML (ASML.NV) | 1.13% | 0% | 24.93% | 11/20/2025 |
 Adobe (ADBE) | 1% | 0% | 33.9% | 4/22/2024 |
 iShares Silver Trust (SLV) | 1% | 0% | 25.67% | 4/7/2025 |
 Disney (DIS) | 1% | 0% | 33.9% | 4/22/2024 |
 Goldman Sachs (GS) | 1% | 0% | 28.19% | 4/7/2025 |
 American Express (AXP) | 0.97% | 0% | 28.19% | 4/7/2025 |
 Citi (C) | 0.81% | 0% | 25.74% | 4/7/2025 |
 MongoDB (MDB) | 0.74% | 0% | 33.83% | 4/22/2024 |
 Rolls-Royce (RR.L) | 0.73% | 0% | 15.88% | 12/19/2024 |
 LVMH (MC.PA) | 0.72% | 0% | 25.89% | 4/8/2025 |
 Booking (BKNG) | 0.66% | 0% | 58.01% | 4/7/2025 |
 MercadoLibre (MELI) | 0.62% | 0% | 33.9% | 4/22/2024 |
 Tesla (TSLA) | 0.62% | 0% | 47.18% | 4/7/2025 |
 Block Inc. (XYZ) | 0.55% | 0% | 33.9% | 4/22/2024 |
 PayPal (PYPL) | 0.54% | 0% | 33.9% | 4/22/2024 |
 AMD (AMD) | 0.51% | 0% | 33.83% | 4/22/2024 |
 Nike (NKE) | 0.5% | 0% | 33.9% | 4/22/2024 |
 TSMC (TSM) | 0.49% | 0% | 25.82% | 4/7/2025 |
 Roku (ROKU) | 0.48% | 0% | 23.59% | 5/12/2025 |
 ServiceNow (NOW) | 0.47% | 0% | 24.11% | 5/12/2025 |
 Shopify (SHOP) | 0.47% | 0% | 33.9% | 4/22/2024 |
 Hermes (RMS.PA) | 0.43% | 0% | 19.29% | 4/8/2025 |
 Veeva (VEEV) | 0.42% | 0% | 33.9% | 4/22/2024 |
 Truist (TFC) | 0.41% | 0% | 24.11% | 5/12/2025 |
 SPDR Gold (GLD) | 0.4% | 0% | 10.76% | 4/7/2025 |
 Bright Horizons (BFAM) | 0.39% | 0% | 24.11% | 5/12/2025 |
 ExxonMobil (XOM) | 0.38% | 0% | 9.12% | 12/18/2024 |
 Credit Acceptance (CACC) | 0.38% | 0% | 23.96% | 5/12/2025 |
 Fiverr (FVRR) | 0.37% | 0% | 18.69% | 5/12/2025 |
 Ferrari (RACE) | 0.37% | 0% | 25.82% | 4/7/2025 |
 Wayfair (W.US) | 0.37% | 0% | 21.51% | 3/21/2024 |
 First Solar (FSLR) | 0.35% | 0% | 21.36% | 3/21/2024 |
 Marathon Petroleum (MPC) | 0.35% | 0% | 9.12% | 12/18/2024 |
 Affirm (AFRM) | 0.35% | 0% | 20.7% | 3/21/2024 |
 Nintendo (NTDOY) | 0.34% | 0% | 33.9% | 4/22/2024 |
 Snapchat (SNAP) | 0.34% | 0% | 21.51% | 3/21/2024 |
 Bank of America (BAC) | 0.32% | 0% | 10.91% | 8/16/2024 |
 Southwest (LUV) | 0.29% | 0% | 33.23% | 4/22/2024 |
 Unity (U) | 0.28% | 0% | 33.9% | 4/22/2024 |
 GE (GE) | 0.28% | 0% | 6.6% | 12/18/2024 |
 Intel (INTC) | 0.27% | 0% | 33.9% | 4/22/2024 |
 Boeing (BA) | 0.26% | 0% | 35.76% | 5/12/2025 |
 Ryanair (RYAAY) | 0.25% | 0% | 28.71% | 2/20/2024 |
 Alibaba (BABA) | 0.25% | 0% | 33.9% | 4/22/2024 |
 Micron (MU) | 0.24% | 0% | 33.9% | 4/22/2024 |
 Elastic (ESTC) | 0.23% | 0% | 33.9% | 4/22/2024 |
 SolarEdge (SEDG) | 0.23% | 0% | 33.9% | 4/22/2024 |
 Rio Tinto (RIO) | 0.21% | 0% | 5.86% | 8/12/2024 |
 Coca-Cola (KO) | 0.21% | 0% | 21.59% | 3/21/2024 |
 Hasbro (HAS) | 0.2% | 0% | 21.59% | 3/21/2024 |
 Redfin (RDFN) | 0.18% | 0% | 10.46% | 10/23/2023 |
 Couchbase (BASE) | 0.17% | 0% | 16.47% | 3/1/2024 |
 Scorpio Tankers (STNG) | 0.16% | 0% | 6.75% | 9/19/2024 |
 DigitalOcean (DOCN) | 0.15% | 0% | 12.76% | 7/7/2023 |
 Walmart (WMT) | 0.15% | 0% | 8.16% | 4/7/2025 |
 BMW (BMW.DE) | 0.15% | 0% | 2.6% | 5/13/2025 |
 Enphase (ENPH) | 0.14% | 0% | 32.05% | 4/22/2024 |
 Tencent (0700.HK) | 0.14% | 0% | 33.75% | 4/23/2024 |
 Airbus (AIR.PA) | 0.13% | 0% | 33.68% | 4/22/2024 |
 Ally (ALLY) | 0.12% | 0% | 15.8% | 1/2/2024 |
 Roblox (RBLX) | 0.12% | 0% | 16.25% | 4/22/2024 |
 BASF (BAS.DE) | 0.1% | 0% | 2.6% | 5/13/2025 |
 Mercedes-Benz (MBG.DE) | 0.1% | 0% | 2.6% | 5/13/2025 |
 Nio (NIO) | 0.1% | 0% | 33.9% | 4/22/2024 |
 Volkswagen (VOW3.DE) | 0.1% | 0% | 2.6% | 5/13/2025 |
 Frontline (FRO) | 0.09% | 0% | 4.23% | 8/16/2024 |
 Phillips 66 (PSX) | 0.09% | 0% | 2.52% | 9/19/2024 |
 Valero (VLO) | 0.09% | 0% | 2.52% | 9/19/2024 |
 Salesforce (CRM) | 0.06% | 0% | 16.25% | 4/22/2024 |
 Paychex (PAYX) | 0.05% | 0% | 4.3% | 7/27/2023 |
 Silicon Motion (SIMO) | 0.05% | 0% | 4.23% | 7/26/2023 |
 NetEase (NTES) | 0.04% | 0% | 4.6% | 7/31/2023 |
 Globant (GLOB) | 0.03% | 0% | 7.05% | 4/22/2024 |
 Berkshire Hathaway (BRK.B) | 0.02% | 0% | 1.85% | 2/8/2023 |
 EA (EA) | 0.02% | 0% | 4.45% | 4/22/2024 |
 Ubisoft (UBI.PA) | 0.01% | 0% | 4.45% | 4/22/2024 |
 Lithia Motors (LAD) | 0.01% | 0% | 3.19% | 7/12/2023 |
 Rocket Lab (RKLB) | 0.01% | 0% | 4.01% | 4/22/2024 |
 USD/JPY (USDJPY) | 0% | 0% | 0.07% | 1/13/2023 |
 Natural Gas (Non Expiry) (NATGAS) | 0% | 0% | 0.07% | 1/13/2023 |
 Moody's (MCO) | 0% | 0% | 0.07% | 3/22/2024 |
 iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) | 0% | 0% | 0.52% | 1/13/2023 |
 EUR/USD (EURUSD) | 0% | 0% | 0.07% | 1/10/2023 |
 GBP/USD (GBPUSD) | 0% | 0% | 0.07% | 1/10/2023 |
 KraneShares Global Carbon ETF (KRBN) | 0% | 0% | 0.22% | 1/13/2023 |
 Direxion Daily Semiconductor Bear 3X ETF (SOXS) | 0% | 0% | 0.15% | 1/13/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| MicroStrategy (MSTR) | 100% | 100% |
Cash & Instruments Over Time
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