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Portfolio Diversification
Range
Most Diversified
28 instruments
June 12, 2024
Least Diversified
0 instruments
February 2, 2025
Average
14.1 instruments
Most Consistent Holdings
Top 5
PLTR99.31%
ISRG97.26%
NVDA92.58%
TSLA72.68%
BTC52.15%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 24.58% | 1.2% | 92.58% | - |
| Palantir (PLTR) | 8.01% | 6.42% | 99.31% | - |
| Intuitive Surgical (ISRG) | 4.47% | 0% | 97.26% | 5/22/2026 |
 Lumentum (LITE) | 4.45% | 15.33% | 31.19% | - |
 Alphabet (GOOG) | 4.39% | 18.2% | 37.74% | - |
 Arthur J. Gallagher (AJG) | 3.52% | 0% | 28.76% | 8/4/2025 |
 Coherent (COHR) | 2.69% | 19.97% | 31.13% | - |
 Sprouts (SFM) | 2.19% | 0% | 28.76% | 11/5/2025 |
 Visa (V) | 2.06% | 0% | 40.86% | 11/16/2023 |
| Bitcoin (BTC) | 2% | 2.8% | 52.15% | - |
 Netflix (NFLX) | 1.92% | 0% | 33.94% | 5/22/2026 |
 American Express (AXP) | 1.87% | 0% | 42.36% | 8/8/2024 |
 Coca-Cola Consolidated (COKE) | 1.87% | 0% | 13.85% | 3/10/2025 |
 Novo Nordisk (NOVO-B.CO) | 1.79% | 0% | 32.69% | 2/20/2025 |
| Tesla (TSLA) | 1.76% | 1.6% | 72.68% | - |
 Meta (META) | 1.76% | 0% | 34.87% | 5/22/2026 |
 Pinterest (PINS) | 1.57% | 0% | 36.74% | 9/8/2023 |
 Hims & Hers (HIMS) | 1.39% | 0% | 14.54% | 12/16/2025 |
 Etsy (ETSY) | 1.32% | 0% | 36.74% | 9/8/2023 |
 FICO (FICO) | 1.24% | 0% | 11.29% | 1/27/2025 |
 SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 1.21% | 0% | 13.04% | 5/9/2024 |
 Ciena (CIEN) | 1.12% | 12.63% | 11.35% | - |
 Ethereum (ETH) | 1.02% | 1.54% | 41.48% | - |
 Cadence (CDNS) | 1% | 0% | 16.47% | 8/8/2024 |
 Berkshire Hathaway (BRK.B) | 0.87% | 0% | 3.93% | 5/5/2025 |
 Eli Lilly (LLY) | 0.82% | 0% | 22.46% | 1/27/2025 |
 Decentraland (MANA) | 0.75% | 0% | 36.74% | 9/8/2023 |
 Microsoft (MSFT) | 0.75% | 0% | 14.91% | 10/7/2024 |
 KKR (KKR) | 0.72% | 0% | 12.16% | 2/11/2025 |
 Crowdstrike (CRWD) | 0.63% | 0% | 36.74% | 9/8/2023 |
 Amazon (AMZN) | 0.61% | 0% | 11.23% | 8/8/2024 |
 Copart (CPRT) | 0.57% | 0% | 7.17% | 3/11/2024 |
 Synopsys (SNPS) | 0.56% | 0% | 8.67% | 4/15/2024 |
 Hershey (HSY) | 0.54% | 0% | 12.35% | 6/3/2024 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.51% | 0% | 5.05% | 4/24/2025 |
 Chord Energy (CHRD) | 0.5% | 0% | 5.49% | 2/12/2024 |
 United Therapeutics (UTHR) | 0.49% | 0% | 12.66% | 2/19/2025 |
 Pacific Biosciences (PACB) | 0.48% | 1.89% | 29.88% | - |
 PayPal (PYPL) | 0.42% | 0% | 36.74% | 9/8/2023 |
 ProShares UltraShort S&P500 (SDS) | 0.41% | 0% | 5.05% | 4/24/2025 |
 Solana (SOL) | 0.37% | 0% | 17.72% | 5/5/2025 |
 Snowflake (SNOW) | 0.35% | 0% | 5.86% | 4/15/2024 |
 Mastercard (MA) | 0.33% | 0% | 4.12% | 5/20/2024 |
 Cisco (CSCO) | 0.32% | 16.58% | 1.93% | - |
 Palo Alto Networks (PANW) | 0.31% | 0% | 10.36% | 8/4/2025 |
 DoorDash (DASH.US) | 0.24% | 0% | 5.55% | 6/20/2024 |
 Tenet Healthcare (THC) | 0.23% | 0% | 4.37% | 10/7/2024 |
 SPDR Gold (GLD) | 0.22% | 0% | 1.68% | 5/7/2025 |
 Gap (GAP) | 0.22% | 0% | 3.24% | 5/9/2024 |
 KLA (KLAC) | 0.2% | 0% | 3.24% | 8/2/2024 |
 Amphenol (APH) | 0.19% | 0% | 6.8% | 9/19/2024 |
 Arista (ANET) | 0.18% | 0% | 3.74% | 8/2/2024 |
 Fetch.ai (FET) | 0.18% | 0% | 2.12% | 6/24/2024 |
 TSMC (TSM) | 0.17% | 0% | 3.56% | 7/30/2024 |
 iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) | 0.16% | 0% | 1.5% | 5/9/2024 |
 Coinbase (COIN) | 0.16% | 0% | 3.49% | 5/9/2024 |
 Block Inc. (XYZ) | 0.15% | 0% | 3.68% | 5/9/2024 |
 Robinhood Markets Inc. (HOOD) | 0.14% | 0% | 3.49% | 7/29/2024 |
 NetApp (NTAP) | 0.14% | 0% | 3.74% | 8/2/2024 |
 Brown & Brown (BRO) | 0.13% | 0% | 3.24% | 9/19/2024 |
 Tata Steel (TTST.L) | 0.12% | 0% | 1.5% | 6/3/2024 |
 Evercore (EVR) | 0.12% | 0% | 3.24% | 9/19/2024 |
 iShares Silver Trust (SLV) | 0.12% | 0% | 1.5% | 5/9/2024 |
 Broadcom (AVGO) | 0.11% | 0% | 2.56% | 7/29/2024 |
 McDonald's (MCD) | 0.11% | 0% | 5.36% | 3/3/2025 |
 Tempus AI Inc (TEM.US) | 0.11% | 0% | 10.29% | 8/4/2025 |
 Amgen (AMGN) | 0.1% | 0% | 1.5% | 6/3/2024 |
 Qualcomm (QCOM) | 0.09% | 0% | 3.24% | 7/25/2024 |
 Xiaomi (1810.HK) | 0.07% | 0% | 1.43% | 6/3/2024 |
 Celsius (CELH) | 0.06% | 0% | 1.5% | 4/15/2024 |
 Western Digital (WDC) | 0.05% | 0% | 1.56% | 6/28/2024 |
 TD Synnex (SNX.US) | 0.04% | 0% | 1.56% | 6/28/2024 |
 Recursion Pharmaceuticals (RXRX) | 0.04% | 0% | 0.81% | 6/3/2024 |
 Near Protocol (NEAR) | 0.04% | 0% | 0.94% | 6/18/2024 |
 Theta (THETA) | 0.04% | 0% | 0.94% | 6/18/2024 |
 Garmin (GRMN) | 0.04% | 0% | 1.56% | 6/28/2024 |
 Oracle (ORCL) | 0.03% | 0% | 4.12% | 11/16/2023 |
 Alkami Tech (ALKT) | 0.03% | 0% | 1.06% | 6/20/2024 |
 Chainlink (LINK) | 0.03% | 0% | 0.94% | 6/18/2024 |
 MicroStrategy (MSTR) | 0.02% | 0% | 0.44% | 3/18/2024 |
 Bitcoin Cash (BCH) | 0.01% | 0% | 0.37% | 3/17/2024 |
 Terra Classic (LUNC) | 0.01% | 0% | 0.56% | 5/12/2022 |
 NEO (NEO) | 0.01% | 0% | 0.25% | 3/15/2024 |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 0.06% | 4/10/2025 |
 Terra 2.0 (LUNA2) | 0.01% | 0% | 26.95% | 9/8/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Lumentum (LITE) | 10.84% | 28.51% |
| Alphabet (GOOG) | 14.05% | 15.25% |
| Palantir (PLTR) | 14.56% | 15.11% |
| Coherent (COHR) | 10.31% | 11.21% |
| Meta (META) | 11.23% | 6.19% |
| Netflix (NFLX) | 11.74% | 5.99% |
| Ciena (CIEN) | 8.83% | 5.9% |
| Bitcoin (BTC) | 5.9% | 3.52% |
| Pacific Biosciences (PACB) | 4.18% | 2.46% |
| Ethereum (ETH) | 3.97% | 2.44% |
| Intuitive Surgical (ISRG) | 1.94% | 1.46% |
| NVIDIA (NVDA) | 1.26% | 0.99% |
| Tesla (TSLA) | 1.19% | 0.95% |
Cash & Instruments Over Time
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