Portfolio Diversification
Range
Most Diversified
57 instruments
June 30, 2023
Least Diversified
33 instruments
May 13, 2025
Average
44.4 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
MSFT100%
AMZN100%
DIS100%
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 |
|---|---|---|---|---|
 easyJet (EZJ.L) | 5.28% | 2.12% | 100% | - |
 Snapchat (SNAP) | 4.42% | 12.11% | 83.18% | - |
 Investec (INVP.L) | 4.39% | 4.97% | 100% | - |
| Amazon (AMZN) | 3.96% | 7.61% | 100% | - |
 Galliford Try (GFRD.L) | 3.82% | 4.28% | 100% | - |
 First Solar (FSLR) | 3.66% | 3.79% | 100% | - |
 BGC Group (BGC) | 3.42% | 8.59% | 67.77% | - |
 IAG (IAG.L) | 2.96% | 1.66% | 91% | - |
 Tesco (TSCO.L) | 2.73% | 1.75% | 99.13% | - |
 Lloyd's (LLOY.L) | 2.73% | 4% | 100% | - |
 Royal Caribbean (RCL) | 2.64% | 1.88% | 100% | - |
 Airbnb (ABNB) | 2.55% | 2.39% | 100% | - |
 MongoDB (MDB) | 2.52% | 2.65% | 74.25% | - |
 AMD (AMD) | 2.43% | 4.48% | 100% | - |
 Carnival (CCL) | 2.39% | 1.19% | 96.6% | - |
 EA (EA) | 2.27% | 1.88% | 100% | - |
 FedEx (FDX) | 2.27% | 0% | 81.91% | 12/5/2024 |
 K+S (SDF.DE) | 2.07% | 2.18% | 98.42% | - |
 Netflix (NFLX) | 1.98% | 2.57% | 91.31% | - |
| Alphabet (GOOG) | 1.86% | 2.58% | 100% | - |
 Citi (C) | 1.78% | 3.85% | 60.58% | - |
 Pinterest (PINS) | 1.77% | 1.25% | 100% | - |
 Ryanair (RYAAY) | 1.7% | 0% | 57.82% | 2/1/2024 |
 Norwegian Cruise Line (NCLH) | 1.69% | 0% | 90.28% | 3/21/2025 |
| Apple (AAPL) | 1.57% | 1.52% | 100% | - |
 Merck (MRK) | 1.55% | 0.75% | 100% | - |
 Plug Power (PLUG) | 1.53% | 0% | 94.39% | 5/12/2025 |
 GlaxoSmithKline (GSK) | 1.47% | 2.39% | 67.61% | - |
 Ferrari (RACE) | 1.41% | 2.54% | 41.94% | - |
| Microsoft (MSFT) | 1.26% | 1.55% | 100% | - |
 Essent (ESNT) | 1.2% | 1.57% | 69.98% | - |
 BAIC Motor (1958.HK) | 1.19% | 0.96% | 100% | - |
 Siemens Gamesa Renewable Energy SA (SGRE.MC) | 1.05% | 0% | 29.86% | 2/6/2023 |
 Tesla (TSLA) | 0.97% | 1.07% | 100% | - |
 SoFi (SOFI) | 0.94% | 0% | 44.94% | 10/13/2023 |
 China Everbright Environment (00257.HK) | 0.94% | 1.43% | 71.48% | - |
 FuelCell Energy (FCEL) | 0.88% | 0% | 63.19% | 12/10/2024 |
| Disney (DIS) | 0.79% | 0.58% | 100% | - |
 Greggs (GRG.L) | 0.77% | 0% | 41.71% | 1/17/2025 |
 Tilray (TLRY) | 0.77% | 0% | 94.39% | 5/12/2025 |
 AMC (AMC) | 0.7% | 0% | 76.15% | 1/17/2025 |
 Adidas (ADS.DE) | 0.69% | 0% | 48.74% | 10/9/2023 |
 Alteryx Inc. (AYX) | 0.69% | 0% | 61.61% | 3/21/2024 |
 Dongfeng (0489.HK) | 0.68% | 0% | 58.85% | 2/14/2024 |
 Nio (NIO) | 0.66% | 0% | 58.85% | 1/3/2025 |
 TUI AG (TUI.L) | 0.56% | 0% | 13.11% | 6/16/2022 |
 Wayfair (W.US) | 0.53% | 0% | 10.9% | 8/1/2024 |
 Crocs (CROX) | 0.52% | 2.61% | 20.3% | - |
 Caterpillar (CAT) | 0.48% | 0% | 24.41% | 3/21/2025 |
 iRobot (IRBT) | 0.42% | 0% | 34.44% | 4/26/2024 |
 ToughBuilt (TBLT) | 0.38% | 0% | 34.6% | 2/12/2024 |
 Roblox (RBLX) | 0.37% | 0% | 22.67% | 11/8/2023 |
 Heineken (HEIO.NV) | 0.37% | 0% | 42.42% | 12/3/2024 |
 Hydrofarm (HYFM) | 0.36% | 0% | 60.11% | 1/3/2025 |
 Stellar (XLM) | 0.32% | 0% | 32.39% | 3/10/2023 |
 Enphase (ENPH) | 0.31% | 0% | 43.76% | 6/24/2024 |
 Ethereum (ETH) | 0.3% | 0% | 43.29% | 7/28/2023 |
 Zoom (ZM) | 0.29% | 1.33% | 18.25% | - |
 Wix (WIX) | 0.28% | 0% | 19.27% | 9/9/2022 |
 Cardano (ADA) | 0.25% | 0% | 28.44% | 1/18/2023 |
 Official Trump (Experimental) (TRUMP) | 0.2% | 0% | 8.77% | 5/12/2025 |
 ZEPP Health (ZEPP) | 0.19% | 0% | 58.69% | 2/12/2024 |
 Dogecoin (DOGE) | 0.18% | 0% | 28.44% | 1/18/2023 |
 Brookfield Infrastructure (BIP) | 0.18% | 0% | 11.85% | 9/14/2023 |
 Kinross Gold (KGC) | 0.16% | 0% | 20.85% | 10/9/2023 |
 Ocado (OCDO.L) | 0.1% | 0% | 17.3% | 8/10/2022 |
 Heineken (HEIA.NV) | 0.09% | 0% | 9.72% | 10/13/2023 |
 BlackBerry (BB) | 0.09% | 0% | 10.19% | 5/10/2022 |
 Coinbase (COIN) | 0.08% | 0% | 10.98% | 7/28/2023 |
 ChargePoint (CHPT) | 0.06% | 0% | 10.27% | 1/10/2023 |
 AMC pref (APE.US) | 0.06% | 0% | 26.46% | 8/14/2023 |
 HTG Molecular Diagnostics Inc (HTGMQ) | 0.06% | 0% | 28.99% | 8/20/2024 |
 Peloton (PTON) | 0.05% | 0% | 1.58% | 1/20/2022 |
 ASOS (ASC.L) | 0.04% | 0% | 2.21% | 6/8/2023 |
 Warner Bros Discovery (WBD) | 0.04% | 0% | 2.21% | 3/8/2023 |
 Coca-Cola (KO) | 0.03% | 0% | 2.29% | 7/28/2023 |
 UiPath (PATH) | 0.03% | 0% | 5.69% | 3/14/2022 |
 SilverGate (SICPQ) | 0.02% | 0% | 0.39% | 12/12/2022 |
 Ferrexpo (FXPO.L) | 0.02% | 0% | 1.66% | 1/21/2022 |
 Garmin (GRMN) | 0.02% | 0% | 1.74% | 2/21/2024 |
 GameStop (GME) | 0.02% | 0% | 1.18% | 1/3/2024 |
 ARM (ARM) | 0.01% | 0% | 0.39% | 2/12/2024 |
 Domino's (DPZ) | 0.01% | 0% | 0.24% | 7/22/2022 |
 Barratt (BTRW.L) | 0% | 0% | 0.16% | 1/13/2023 |
 Q2 (QTWO) | 0% | 0% | 0.16% | 10/6/2022 |
 Meta (META) | 0% | 0% | 0.08% | 7/26/2022 |
 Asensus (ASXC) | 0% | 0% | 0.47% | 1/6/2022 |
 Asana (ASAN) | 0% | 0% | 0.08% | 9/9/2022 |
 Bed Bath & Beyond Inc (BBBYQ) | 0% | 0% | 0.08% | 8/17/2022 |
 NVIDIA (NVDA) | 0% | 0% | 0.08% | 1/26/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Snapchat (SNAP) | 10.86% | 8.77% |
| BGC Group (BGC) | 9.05% | 8.63% |
| Amazon (AMZN) | 4.83% | 7.47% |
| First Solar (FSLR) | 4.83% | 3.84% |
| Investec (INVP.L) | 3.62% | 3.7% |
| Crocs (CROX) | 3.62% | 3.66% |
| AMD (AMD) | 4.83% | 3.54% |
| Galliford Try (GFRD.L) | 1.61% | 3.5% |
| Ferrari (RACE) | 3.62% | 3.4% |
| Citi (C) | 2.41% | 3% |
| MongoDB (MDB) | 4.83% | 2.85% |
| Lloyd's (LLOY.L) | 2.66% | 2.81% |
| Alphabet (GOOG) | 1.45% | 2.64% |
| Zoom (ZM) | 2.41% | 2.56% |
| Caterpillar (CAT) | 2.41% | 2.51% |
| easyJet (EZJ.L) | 1.61% | 2.38% |
| Airbnb (ABNB) | 2.41% | 2.33% |
| GlaxoSmithKline (GSK) | 2.41% | 2.29% |
| Greggs (GRG.L) | 1.79% | 1.98% |
| EA (EA) | 1.61% | 1.84% |
| Apple (AAPL) | 0.84% | 1.84% |
| K+S (SDF.DE) | 2.13% | 1.61% |
| Essent (ESNT) | 1.21% | 1.56% |
| Tesco (TSCO.L) | 1.21% | 1.53% |
| China Everbright Environment (00257.HK) | 1.21% | 1.37% |
| Tesla (TSLA) | 0.61% | 1.35% |
| Microsoft (MSFT) | 0.64% | 1.32% |
| Netflix (NFLX) | 0.52% | 1.29% |
| Royal Caribbean (RCL) | 1.21% | 1.28% |
| BAIC Motor (1958.HK) | 1.21% | 1.1% |
| Carnival (CCL) | 0.6% | 1.02% |
| Pinterest (PINS) | 1.21% | 0.98% |
| Merck (MRK) | 0.78% | 0.96% |
| Norwegian Cruise Line (NCLH) | 0.48% | 0.65% |
| Disney (DIS) | 0.8% | 0.55% |
| Nio (NIO) | 1.21% | 0.44% |
| Tilray (TLRY) | 1.21% | 0.41% |
| Hydrofarm (HYFM) | 1.21% | 0.27% |
| Plug Power (PLUG) | 1.21% | 0.18% |
| AMC (AMC) | 1.21% | 0.13% |