Portfolio Diversification
Range
Most Diversified
39 instruments
February 4, 2023
Least Diversified
37 instruments
March 19, 2024
Average
38.1 instruments
Most Consistent Holdings
Top 5
GOOG100%
MSFT100%
AMZN100%
AXP100%
DIS100%
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 |
|---|---|---|---|---|
| Amazon (AMZN) | 7.65% | 8.08% | 100% | - |
 Nu (NU) | 7.14% | 7.26% | 100% | - |
 Shopify (SHOP) | 6.21% | 7.21% | 100% | - |
 Rolls-Royce (RR.L) | 6.03% | 11.42% | 100% | - |
| Alphabet (GOOG) | 5.96% | 5.17% | 100% | - |
 Wix (WIX) | 5.14% | 4.78% | 100% | - |
 AMD (AMD) | 4.01% | 3.16% | 100% | - |
| American Express (AXP) | 3.89% | 4.14% | 100% | - |
 Walmart (WMT) | 3.61% | 4.11% | 100% | - |
 Uber (UBER) | 3.34% | 3.73% | 100% | - |
 Cummins (CMI) | 3.31% | 2.89% | 100% | - |
 Alibaba (9988.HK) | 3.05% | 2.94% | 100% | - |
| Microsoft (MSFT) | 3.04% | 3.02% | 100% | - |
| Disney (DIS) | 2.79% | 2.98% | 100% | - |
 Ford (F) | 2.72% | 1.87% | 100% | - |
 Mastercard (MA) | 2.61% | 2.41% | 100% | - |
 Marqeta (MQ) | 2.59% | 2.2% | 100% | - |
 ServiceNow (NOW) | 2.55% | 2.67% | 100% | - |
 Starbucks (SBUX) | 2.32% | 1.68% | 100% | - |
 Visa (V) | 2.18% | 2.1% | 100% | - |
 Nike (NKE) | 1.86% | 0.87% | 100% | - |
 Block Inc. (XYZ) | 1.82% | 1.31% | 100% | - |
 Roblox (RBLX) | 1.82% | 3.21% | 100% | - |
 PayPal (PYPL) | 1.79% | 1.45% | 100% | - |
 BYD (01211.HK) | 1.34% | 0% | 71.06% | 10/7/2024 |
 Orange (ORA.PA) | 1.29% | 1.37% | 100% | - |
 Sino Bio (01177.HK) | 1.24% | 1.36% | 100% | - |
 SolarEdge (SEDG) | 1.2% | 0.12% | 100% | - |
 Jumia (JMIA) | 1.15% | 0.82% | 100% | - |
 Bloom Energy (BE) | 1.14% | 1.19% | 100% | - |
 Denny's (DENN) | 1.09% | 0.39% | 100% | - |
 Bayer (BAYN.DE) | 0.92% | 1.72% | 49.72% | - |
 Schlumberger (SLB) | 0.56% | 0% | 16.98% | 6/5/2023 |
 Coinbase (COIN) | 0.52% | 0% | 48.49% | 3/18/2024 |
 Plug Power (PLUG) | 0.5% | 0.07% | 100% | - |
 Merck (MRK) | 0.47% | 1.57% | 27.37% | - |
 Snapchat (SNAP) | 0.37% | 0.2% | 100% | - |
 IZEA (IZEA) | 0.37% | 0.31% | 100% | - |
 SiNtx (SINT) | 0.01% | 0% | 32.29% | 10/24/2023 |
 Flare (FLR) | 0.01% | 0.01% | 77.54% | - |
 Songbird (SGB) | 0% | 0% | 0.11% | 1/5/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 5.99% | 9.25% |
| Shopify (SHOP) | 4.99% | 7.59% |
| Rolls-Royce (RR.L) | 1.66% | 7.54% |
| Wix (WIX) | 5.82% | 7.03% |
| Nu (NU) | 4.49% | 6.45% |
| Alphabet (GOOG) | 3.99% | 6.45% |
| American Express (AXP) | 1.66% | 4.47% |
| Walmart (WMT) | 2.49% | 4.14% |
| Cummins (CMI) | 2.49% | 3.46% |
| AMD (AMD) | 2.49% | 3.21% |
| ServiceNow (NOW) | 1.66% | 3.14% |
| Disney (DIS) | 3.66% | 3.07% |
| Uber (UBER) | 1.66% | 2.87% |
| Microsoft (MSFT) | 1.66% | 2.85% |
| Mastercard (MA) | 1.66% | 2.55% |
| Alibaba (9988.HK) | 4.99% | 2.38% |
| Visa (V) | 1.33% | 2.11% |
| Roblox (RBLX) | 1.66% | 1.96% |
| Merck (MRK) | 2.37% | 1.92% |
| Block Inc. (XYZ) | 2.83% | 1.91% |
| Ford (F) | 2.49% | 1.88% |
| PayPal (PYPL) | 3.49% | 1.87% |
| Starbucks (SBUX) | 1.66% | 1.8% |
| Marqeta (MQ) | 5.24% | 1.62% |
| Bayer (BAYN.DE) | 2.36% | 1.41% |
| Bloom Energy (BE) | 1.33% | 1.28% |
| Nike (NKE) | 2.49% | 1.18% |
| Orange (ORA.PA) | 1.64% | 1.14% |
| Jumia (JMIA) | 4.98% | 1.05% |
| Sino Bio (01177.HK) | 2.49% | 0.92% |
| Denny's (DENN) | 1.66% | 0.63% |
| IZEA (IZEA) | 2.49% | 0.34% |
| Snapchat (SNAP) | 1.66% | 0.29% |
| Plug Power (PLUG) | 2.5% | 0.15% |
| SolarEdge (SEDG) | 2.49% | 0.11% |
| Flare (FLR) | 0.02% | 0.01% |
| Songbird (SGB) | 0% | 0% |
| SiNtx (SINT) | 1.33% | 0% |