Portfolio Diversification
Range
Most Diversified
12 instruments
July 31, 2025
Least Diversified
0 instruments
February 13, 2024
Average
4.8 instruments
Most Consistent Holdings
Top 5
T88.07%
RPRX53.53%
BTC51.72%
ADA33.09%
ANET32.01%
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) | 43.6% | 21.83% | 88.07% | - |
 DeimosCZE | 27.24% | 1.75% | 98.55% | - |
| Arista (ANET) | 5.69% | 15.33% | 32.01% | - |
 Amazon (AMZN) | 2.69% | 14.65% | 25.14% | - |
 Walmart (WMT) | 2.28% | 11.22% | 25.14% | - |
| Royalty Pharma (RPRX) | 2.25% | 5.14% | 53.53% | - |
 Supermicro (SMCI) | 1.84% | 4.02% | 28.03% | - |
| Bitcoin (BTC) | 1.78% | 0% | 51.72% | 11/28/2024 |
| Cardano (ADA) | 1.47% | 0% | 33.09% | 8/12/2025 |
 Constellation Brands (STZ) | 1.31% | 12.5% | 9.22% | - |
 AST SpaceMobile (ASTS) | 0.78% | 0% | 5.24% | 6/17/2025 |
 Datadog (DDOG) | 0.52% | 0% | 9.58% | 7/8/2025 |
 Meta (META) | 0.33% | 8.46% | 3.8% | - |
 Verizon (VZ) | 0.15% | 2.92% | 5.42% | - |
 Tesla (TSLA) | 0.03% | 0.12% | 15.37% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| AT&T (T) | 85.09% | 83.86% |
| DeimosCZE | 11.18% | 12.88% |
| Royalty Pharma (RPRX) | 2.54% | 2.18% |