Portfolio Diversification
Range
Most Diversified
19 instruments
May 6, 2022
Least Diversified
14 instruments
January 6, 2022
Average
16.5 instruments
Most Consistent Holdings
Top 5
META100%
AMZN100%
DIS100%
INTC100%
TSLA100%
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 |
|---|---|---|---|---|
| Amazon (AMZN) | 11.24% | 14.26% | 100% | - |
| Meta (META) | 5.72% | 7.78% | 100% | - |
 Snapchat (SNAP) | 5.7% | 4.43% | 100% | - |
| Tesla (TSLA) | 5.21% | 6.1% | 100% | - |
 Zoom (ZM) | 5.16% | 5.28% | 100% | - |
 Baidu (BIDU) | 5.06% | 3.55% | 100% | - |
 Nio (NIO) | 4.86% | 1.85% | 100% | - |
| Intel (INTC) | 4.83% | 3.35% | 100% | - |
 Accenture (ACN) | 4.79% | 5.33% | 89.57% | - |
 Moderna (MRNA) | 4.53% | 0.99% | 100% | - |
| Disney (DIS) | 4.26% | 3.72% | 100% | - |
 Alphabet (GOOGL) | 4.24% | 5.51% | 90.75% | - |
 Microsoft (MSFT) | 4.24% | 5.77% | 90.66% | - |
 Apple (AAPL) | 4.01% | 4.67% | 90.41% | - |
 Splunk Inc (SPLK) | 3.58% | 0% | 65.52% | 3/20/2024 |
 Novavax (NVAX) | 3.41% | 3.51% | 100% | - |
 Wells Fargo (WFC) | 2.12% | 3.25% | 90.08% | - |
 Twitter (TWTR) | 1.34% | 0% | 24.05% | 10/28/2022 |
 Merck (MRK) | 0.37% | 0% | 11.02% | 5/12/2022 |
 IBM (IBM) | 0.02% | 0% | 0.42% | 1/5/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 7.19% | 15.24% |
| Tesla (TSLA) | 4.54% | 7.99% |
| Meta (META) | 3.03% | 6.91% |
| Alphabet (GOOGL) | 2.7% | 5.77% |
| Accenture (ACN) | 3.38% | 5.53% |
| Apple (AAPL) | 2.45% | 5.34% |
| Microsoft (MSFT) | 2.43% | 5.07% |
| Snapchat (SNAP) | 6.87% | 5.06% |
| Zoom (ZM) | 9.87% | 5% |
| Disney (DIS) | 4.2% | 4.09% |
| Intel (INTC) | 4.51% | 3.02% |
| Baidu (BIDU) | 5.27% | 3.01% |
| Wells Fargo (WFC) | 1.35% | 2.81% |
| Nio (NIO) | 9.42% | 1.85% |
| Novavax (NVAX) | 10.98% | 1.62% |
| Moderna (MRNA) | 6.15% | 1.34% |