Portfolio Diversification
Range
Most Diversified
36 instruments
October 23, 2024
Least Diversified
0 instruments
February 2, 2025
Average
18.9 instruments
Most Consistent Holdings
Top 5
U83.68%
ADA83.23%
MSFT82.32%
BRK.B75.93%
DIS75.93%
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 |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 15.85% | 0% | 75.93% | 2/1/2025 |
 NVIDIA (NVDA) | 7.51% | 0% | 71.19% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 5.86% | 0% | 32.27% | 2/1/2025 |
| Microsoft (MSFT) | 5% | 0% | 82.32% | 2/1/2025 |
 Alphabet (GOOG) | 4.81% | 0% | 50.5% | 12/10/2024 |
 ProShares UltraPro QQQ (TQQQ) | 4.08% | 0% | 27.89% | 2/1/2025 |
| Unity (U) | 3.74% | 0% | 83.68% | 11/20/2024 |
| Disney (DIS) | 3.38% | 0% | 75.93% | 11/18/2024 |
 Amazon (AMZN) | 3.25% | 0% | 52.42% | 9/13/2024 |
 Ethereum (ETH) | 2.41% | 0% | 69.74% | 3/6/2024 |
 Build and Build (BNB) | 2.17% | 0% | 46.31% | 6/18/2023 |
 Nike (NKE) | 2.12% | 0% | 68.64% | 2/22/2024 |
 Coca-Cola (KO) | 2.1% | 0% | 24.25% | 12/13/2024 |
 PayPal (PYPL) | 1.93% | 0% | 69.1% | 2/27/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 1.86% | 0% | 22.97% | 9/18/2022 |
 Meta (META) | 1.81% | 0% | 48.59% | 7/13/2023 |
| Cardano (ADA) | 1.63% | 0% | 83.23% | 8/2/2024 |
 Target (TGT) | 1.43% | 0% | 42.66% | 12/3/2024 |
 Alibaba (BABA) | 1.39% | 0% | 32.63% | 2/28/2024 |
 Shopify (SHOP) | 0.96% | 0% | 65.36% | 1/17/2024 |
 AMD (AMD) | 0.92% | 0% | 14.4% | 2/1/2025 |
 Zoom (ZM) | 0.89% | 0% | 16.96% | 8/2/2024 |
 Nintendo (NTDOY) | 0.75% | 0% | 25.8% | 1/11/2024 |
 JPMorgan (JPM) | 0.62% | 0% | 16.77% | 10/15/2024 |
 Volkswagen (VOW3.DE) | 0.5% | 0% | 14.95% | 4/16/2024 |
 Invesco QQQ (QQQ) | 0.44% | 0% | 3.37% | 9/16/2024 |
 Johnson & Johnson (JNJ) | 0.43% | 0% | 15.77% | 1/27/2025 |
 Proshares Ultra S&P 500 (SSO) | 0.39% | 0% | 14.95% | 12/13/2024 |
 Qualcomm (QCOM) | 0.38% | 0% | 10.94% | 1/31/2025 |
 Adobe (ADBE) | 0.37% | 0% | 10.48% | 2/1/2025 |
 Match Group (MTCH) | 0.33% | 0% | 19.33% | 1/27/2025 |
 Netflix (NFLX) | 0.31% | 0% | 65.36% | 1/17/2024 |
 Apple (AAPL) | 0.31% | 0% | 7.47% | 4/16/2024 |
 Ethereum Classic (ETC) | 0.3% | 0% | 17.05% | 8/2/2024 |
 Dogecoin (DOGE) | 0.3% | 0% | 13.67% | 8/2/2024 |
 Cloudflare (NET) | 0.29% | 0% | 65.36% | 1/17/2024 |
 UnitedHealth (UNH) | 0.29% | 0% | 9.85% | 2/1/2025 |
 Merck (MRK) | 0.27% | 0% | 11.85% | 2/1/2025 |
 Under Armour (UA) | 0.26% | 0% | 15.04% | 11/21/2023 |
 Fiverr (FVRR) | 0.21% | 0% | 16.96% | 10/31/2024 |
 Samsung (SMSN.L) | 0.2% | 0% | 12.03% | 2/1/2025 |
 FedEx (FDX) | 0.19% | 0% | 7.38% | 2/27/2024 |
 Bitcoin (BTC) | 0.19% | 0% | 10.03% | 2/8/2024 |
 1 800 FLOWERS (FLWS) | 0.17% | 0% | 11.21% | 3/15/2024 |
 PDD Holdings (PDD) | 0.15% | 0% | 8.57% | 2/1/2025 |
 Hasbro (HAS) | 0.15% | 0% | 4.74% | 3/4/2024 |
 Tesla (TSLA) | 0.14% | 0% | 3.1% | 6/20/2023 |
 Dollar Tree (DLTR) | 0.13% | 0% | 7.84% | 12/4/2024 |
 Chevron (CVX) | 0.12% | 0% | 5.83% | 10/1/2024 |
 United Airlines (UAL) | 0.11% | 0% | 5.56% | 10/1/2024 |
 Icahn Enterprises (IEP) | 0.1% | 0% | 17.87% | 2/1/2025 |
 CONSOL Energy (CNR) | 0.1% | 0% | 11.76% | 4/16/2024 |
 Tencent (0700.HK) | 0.1% | 0% | 10.85% | 4/17/2024 |
 Caesars (CZR) | 0.09% | 0% | 5.74% | 2/9/2024 |
 PepsiCo (PEP) | 0.08% | 0% | 4.1% | 1/22/2024 |
 Dollar General (DG.US) | 0.08% | 0% | 7.84% | 12/4/2024 |
 Medtronic (MDT.US) | 0.07% | 0% | 4.01% | 8/15/2024 |
 Lam Research (LRCX) | 0.06% | 0% | 9.48% | 1/16/2025 |
 Supermicro (SMCI) | 0.06% | 0% | 8.3% | 12/9/2024 |
 Ryanair (RYAAY) | 0.06% | 0% | 3.74% | 11/13/2024 |
 Interactive Brokers (IBKR) | 0.05% | 0% | 2.64% | 1/17/2024 |
 Genmab (GMAB.US) | 0.05% | 0% | 12.85% | 2/1/2025 |
 Hilton Grand Vacations (HGV) | 0.05% | 0% | 5.74% | 2/20/2024 |
 Hello Group (MOMO) | 0.05% | 0% | 5.74% | 2/9/2024 |
 Chegg (CHGG) | 0.05% | 0% | 8.75% | 8/5/2024 |
 Bank of America (BAC) | 0.05% | 0% | 2.37% | 1/3/2024 |
 Baidu (BIDU) | 0.05% | 0% | 2.83% | 2/9/2024 |
 SM Energy (SM) | 0.05% | 0% | 5.29% | 11/13/2024 |
 Crocs (CROX) | 0.05% | 0% | 1.46% | 12/5/2024 |
 Stellantis (STLAM.MI) | 0.04% | 0% | 4.74% | 2/9/2024 |
 Lululemon (LULU) | 0.04% | 0% | 3.46% | 10/21/2024 |
 Genmab (GMAB.CO) | 0.04% | 0% | 12.85% | 2/1/2025 |
 fuboTV (FUBO) | 0.04% | 0% | 10.85% | 8/2/2024 |
 Boeing (BA) | 0.04% | 0% | 2.01% | 5/10/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.04% | 0% | 3.01% | 7/12/2023 |
 TMTG (DJT) | 0.03% | 0% | 3.1% | 11/14/2024 |
 Roche (ROG.ZU) | 0.03% | 0% | 9.85% | 2/1/2025 |
 Prothena (PRTA) | 0.03% | 0% | 12.58% | 2/1/2025 |
 Valeo (FR.PA) | 0.03% | 0% | 9.94% | 1/27/2025 |
 Palantir (PLTR) | 0.03% | 0% | 9.57% | 6/22/2023 |
 Exela (XELA) | 0.03% | 0% | 20.24% | 1/9/2023 |
 EOS (EOS) | 0.03% | 0% | 3.56% | 4/12/2024 |
 Schlumberger (SLB) | 0.03% | 0% | 5.2% | 11/13/2024 |
 Walmart (WMT) | 0.02% | 0% | 0.55% | 3/4/2024 |
 Kraft Heinz (KHC) | 0.02% | 0% | 2.37% | 1/3/2024 |
 Petrobras (PBR) | 0.02% | 0% | 2.83% | 11/22/2024 |
 Mattel (MAT) | 0.02% | 0% | 1.91% | 2/2/2024 |
 BP (BP.L) | 0.01% | 0% | 0.82% | 4/11/2024 |
 Intel (INTC) | 0.01% | 0% | 1.55% | 8/19/2024 |
 Customers Bancorp (CUBI) | 0.01% | 0% | 3.28% | 11/6/2024 |
 Mastercard (MA) | 0.01% | 0% | 0.73% | 6/13/2024 |
 PUMA (PUM.DE) | 0.01% | 0% | 1.37% | 2/9/2024 |
 Grindr (GRND) | 0.01% | 0% | 0.73% | 10/9/2024 |
 Polkadot (DOT) | 0.01% | 0% | 1.28% | 3/19/2024 |
 Rent the Runway (RENT) | 0.01% | 0% | 5.1% | 11/13/2024 |
 Etsy (ETSY) | 0.01% | 0% | 2.64% | 11/13/2024 |
 Udemy (UDMY) | 0.01% | 0% | 5.1% | 11/13/2024 |
 Jazz Pharmaceuticals (JAZZ) | 0.01% | 0% | 5.1% | 11/13/2024 |
 Cronos (CRO) | 0.01% | 0% | 0.91% | 3/15/2024 |
 AbCellera (ABCL) | 0.01% | 0% | 5.1% | 11/13/2024 |
 WeWork Inc (WEWKQ) | 0.01% | 0% | 4.83% | 8/18/2023 |
 Saab (SAABB.ST) | 0.01% | 0% | 1.64% | 6/4/2024 |
 Danaos (DAC) | 0.01% | 0% | 1.37% | 10/1/2024 |
 Warrior Met Coal (HCC) | 0.01% | 0% | 1.28% | 10/1/2024 |
 Starbucks (SBUX) | 0.01% | 0% | 0.64% | 4/16/2024 |
 Lennar (LEN) | 0.01% | 0% | 0.55% | 12/14/2023 |
 EOG Resources (EOG) | 0.01% | 0% | 1.28% | 10/1/2024 |
 Alpha Metallurgical (AMR) | 0.01% | 0% | 1.09% | 10/1/2024 |
 UPS (UPS) | 0% | 0% | 1.19% | 1/27/2025 |
 Take-Two (TTWO) | 0% | 0% | 0.46% | 3/4/2024 |
 Moderna (MRNA) | 0% | 0% | 0.36% | 11/22/2024 |
 Cineworld Group PLC (CINE.L) | 0% | 0% | 0.55% | 9/13/2022 |
 Bed Bath & Beyond Inc (BBBYQ) | 0% | 0% | 3.74% | 6/22/2023 |
 Enjin (ENJ) | 0% | 0% | 0.91% | 3/15/2024 |
 Micron (MU) | 0% | 0% | 1.19% | 10/1/2024 |
 Ubisoft (UBI.PA) | 0% | 0% | 0.09% | 9/27/2024 |
 GameStop (GME) | 0% | 0% | 0.09% | 5/16/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 20.86% | 21.73% |
| Vanguard S&P 500 ETF (VOO) | 13.59% | 14.99% |
| AMD (AMD) | 10.53% | 9.3% |
| Berkshire Hathaway (BRK.B) | 7.82% | 7.85% |
| ProShares UltraPro QQQ (TQQQ) | 6.8% | 6.99% |
| NVIDIA (NVDA) | 6.46% | 6.42% |
| UnitedHealth (UNH) | 5.44% | 5.21% |
| Qualcomm (QCOM) | 4.08% | 3.85% |
| Johnson & Johnson (JNJ) | 2.72% | 2.72% |
| Adobe (ADBE) | 2.72% | 2.64% |
| Merck (MRK) | 2.72% | 2.58% |
| Samsung (SMSN.L) | 2.38% | 2.24% |
| PDD Holdings (PDD) | 2.38% | 2.23% |
| Lam Research (LRCX) | 0.68% | 0.62% |
| Genmab (GMAB.US) | 0.48% | 0.39% |
| Roche (ROG.ZU) | 0.34% | 0.33% |
| Valeo (FR.PA) | 0.34% | 0.32% |
| Genmab (GMAB.CO) | 0.34% | 0.29% |
| Prothena (PRTA) | 0.34% | 0.22% |
| Icahn Enterprises (IEP) | 0.34% | 0.22% |