Portfolio Diversification
Range
Most Diversified
8 instruments
January 2, 2023
Least Diversified
1 instruments
July 10, 2024
Average
5 instruments
Most Consistent Holdings
Top 5
PLTR100%
NIO62.76%
ASML57.93%
ARKF33.22%
ARKK33.22%
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 |
|---|---|---|---|---|
| Palantir (PLTR) | 79.77% | 34.12% | 100% | - |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 3.7% | 35.82% | 9.89% | - |
 Novo-Nordisk (NVO) | 2.12% | 0% | 24.71% | 5/29/2024 |
 ARK Genomic Revolution ETF (ARKG) | 1.99% | 0% | 33.22% | 10/24/2023 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 1.72% | 0% | 33.22% | 10/24/2023 |
| Nio (NIO) | 1.71% | 0% | 62.76% | 7/9/2024 |
| ASML (ASML) | 1.49% | 0% | 57.93% | 5/27/2024 |
| ARK Fintech Innovation ETF (ARKF) | 1.46% | 0% | 33.22% | 10/24/2023 |
 ARK Next Generation Internet ETF (ARKW) | 1.23% | 0% | 33.22% | 10/24/2023 |
 Microsoft (MSFT) | 1.21% | 12.64% | 9.66% | - |
| ARK Innovation ETF (ARKK) | 1.16% | 0% | 33.22% | 10/24/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.9% | 8.71% | 9.66% | - |
 Amazon (AMZN) | 0.79% | 7.56% | 9.89% | - |
 Intel (INTC) | 0.36% | 0% | 11.26% | 2/2/2024 |
 Vanguard Information Technology (VGT) | 0.07% | 0% | 20% | 1/10/2025 |
 Bitcoin (BTC) | 0.03% | 0.12% | 12.53% | - |
 Direxion Daily Small Cap Bull 3X Shares (TNA) | 0% | 0% | 0.8% | 3/31/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Palantir (PLTR) | 99.37% | 99.79% |
| Vanguard Information Technology (VGT) | 0.6% | 0.2% |