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Portfolio Diversification
Range
Most Diversified
14 instruments
September 25, 2025
Least Diversified
0 instruments
February 13, 2024
Average
7.1 instruments
Most Consistent Holdings
Top 5
T91.1%
RPRX65.74%
ANET49.93%
SMCI47.01%
AMZN44.89%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 13, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| AT&T (T) | 37.38% | 26.21% | 91.1% | - |
 DeimosCZE | 20.43% | 0% | 98.01% | 3/7/2026 |
| Arista (ANET) | 7.95% | 11.23% | 49.93% | - |
| Amazon (AMZN) | 5.43% | 9.94% | 44.89% | - |
 Walmart (WMT) | 4.57% | 9.95% | 44.89% | - |
 Constellation Brands (STZ) | 3.94% | 9.32% | 33.2% | - |
| Royalty Pharma (RPRX) | 2.96% | 2.92% | 65.74% | - |
| Supermicro (SMCI) | 2.2% | 2.12% | 47.01% | - |
 Meta (META) | 2.06% | 5.29% | 29.22% | - |
 BYD (01211.HK) | 1.74% | 5.27% | 25.23% | - |
 Bitcoin (BTC) | 1.31% | 0% | 37.98% | 11/28/2024 |
 Cardano (ADA) | 1.08% | 0% | 24.3% | 8/12/2025 |
 MicroStrategy (MSTR) | 0.85% | 2.29% | 21.78% | - |
 Verizon (VZ) | 0.75% | 0% | 29.61% | 3/7/2026 |
 AST SpaceMobile (ASTS) | 0.57% | 0% | 9.69% | 10/23/2025 |
 Datadog (DDOG) | 0.38% | 0% | 7.04% | 7/8/2025 |
 Nano Nuclear Energy Inc (NNE) | 0.11% | 7.33% | 15.27% | - |
 Tesla (TSLA) | 0.06% | 0.11% | 37.72% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AT&T (T) | 17.47% | 17.94% |
| Arista (ANET) | 9.34% | 14.61% |
| Amazon (AMZN) | 13.12% | 14.21% |
| Walmart (WMT) | 10.14% | 11.81% |
| Constellation Brands (STZ) | 13.92% | 11.56% |
| Meta (META) | 7.75% | 7.14% |
| BYD (01211.HK) | 8.62% | 7.02% |
| Royalty Pharma (RPRX) | 4.71% | 5.27% |
| MicroStrategy (MSTR) | 7.04% | 3.15% |
| Supermicro (SMCI) | 3.51% | 2.61% |
| Verizon (VZ) | 2.73% | 2.54% |
| DeimosCZE | 1.14% | 1.69% |
| Nano Nuclear Energy Inc (NNE) | 0.36% | 0.25% |
| Tesla (TSLA) | 0.13% | 0.16% |
Cash & Instruments Over Time
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