Portfolio Diversification
Range
Most Diversified
103 instruments
January 3, 2025
Least Diversified
0 instruments
February 2, 2025
Average
74.7 instruments
Most Consistent Holdings
Top 5
AAPL99.92%
GOOG99.92%
META99.92%
AMZN99.92%
JPM99.92%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 8.43% | 4.51% | 99.92% | - |
 ExxonMobil (XOM) | 7.54% | 9.46% | 99.92% | - |
 ProShares UltraPro QQQ (TQQQ) | 6.88% | 0% | 76.26% | 9/25/2024 |
 Alibaba (BABA) | 4.95% | 9.71% | 99.92% | - |
 BP (BP.L) | 4.11% | 2.79% | 99.84% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 4.02% | 0% | 44.48% | 10/15/2024 |
 ONEOK (OKE) | 3.41% | 0% | 85.49% | 1/21/2025 |
| Apple (AAPL) | 3.14% | 0.45% | 99.92% | - |
 Palantir (PLTR) | 2.93% | 8.18% | 99.92% | - |
 AGNC (AGNC) | 2.87% | 0% | 81.31% | 1/22/2025 |
 ARMOUR Residential REIT (ARR) | 2.75% | 4.22% | 99.92% | - |
 Tesla (TSLA) | 2.61% | 2.89% | 99.92% | - |
 Microsoft (MSFT) | 2.3% | 1.28% | 99.84% | - |
| JPMorgan (JPM) | 2.2% | 2.74% | 99.92% | - |
 Wells Fargo (WFC) | 2.02% | 0.92% | 99.84% | - |
 Altria (MO) | 2.01% | 3.27% | 99.92% | - |
 Nio (NIO) | 1.64% | 3.73% | 99.92% | - |
 Coinbase (COIN) | 1.59% | 1.92% | 99.92% | - |
 Energy Transfer (ET) | 1.47% | 0% | 26.81% | 12/28/2022 |
| Meta (META) | 1.44% | 1.75% | 99.92% | - |
| Alphabet (GOOG) | 1.24% | 1.46% | 99.92% | - |
 Simon (SPG) | 1.17% | 0.66% | 99.92% | - |
| Amazon (AMZN) | 1.16% | 1.56% | 99.92% | - |
 Goldman Sachs (GS) | 1.16% | 2.09% | 99.92% | - |
 Annaly (NLY) | 1.12% | 0.5% | 99.92% | - |
 Realty Income (O) | 1.1% | 0.73% | 99.84% | - |
 Tencent (0700.HK) | 1.06% | 1.79% | 99.92% | - |
 Gold (Non Expiry) (GOLD) | 1% | 0% | 17.82% | 11/28/2023 |
 AT&T (T) | 0.97% | 0% | 85.02% | 1/15/2025 |
 Warner Bros Discovery (WBD) | 0.86% | 0% | 85.25% | 4/30/2025 |
 Shell (SHEL) | 0.79% | 0.95% | 99.92% | - |
 Invesco QQQ (QQQ) | 0.78% | 1.41% | 99.92% | - |
 SPDR S&P 500 ETF (SPY) | 0.73% | 2.51% | 99.92% | - |
 PayPal (PYPL) | 0.73% | 1.39% | 99.92% | - |
 Block Inc. (XYZ) | 0.72% | 2.05% | 99.92% | - |
 Rivian (RIVN) | 0.7% | 1.95% | 99.92% | - |
 AbbVie (ABBV) | 0.66% | 0.69% | 99.84% | - |
 DJ30 Index (Non Expiry) (DJ30) | 0.63% | 0% | 23.66% | 7/18/2024 |
 Icahn Enterprises (IEP) | 0.59% | 0.44% | 90.14% | - |
 CRISPR Therapeutics (CRSP) | 0.57% | 1.19% | 99.92% | - |
 GER40 Index (Non Expiry) (GER40) | 0.56% | 0% | 19.56% | 10/20/2023 |
 Oil (Non Expiry) (OIL) | 0.55% | 0% | 11.75% | 3/10/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.49% | 0.6% | 99.92% | - |
 Raytheon (RTX) | 0.43% | 0% | 85.96% | 1/27/2025 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.37% | 0.66% | 99.92% | - |
 Alphabet (GOOGL) | 0.35% | 1% | 69.95% | - |
 Target (TGT) | 0.35% | 0.71% | 89.12% | - |
 AMD (AMD) | 0.33% | 0% | 82.41% | 3/26/2025 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.33% | 0% | 53.94% | 3/19/2025 |
 Ethereum (ETH) | 0.32% | 1.07% | 97.87% | - |
 Canadian Solar (CSIQ) | 0.29% | 0.48% | 99.92% | - |
 Solana (SOL) | 0.28% | 0% | 88.56% | 4/22/2025 |
 Bitcoin (BTC) | 0.27% | 1% | 95.9% | - |
 Verizon (VZ) | 0.27% | 0% | 72.87% | 2/3/2025 |
 Roku (ROKU) | 0.27% | 1.13% | 99.92% | - |
 Cleanspark (CLSK) | 0.26% | 1.62% | 40.22% | - |
 Ocugen (OCGN) | 0.24% | 0.76% | 99.84% | - |
 Micron (MU) | 0.24% | 0.47% | 99.92% | - |
 Fastly (FSLY) | 0.22% | 0.57% | 99.92% | - |
 Enterprise Products (EPD) | 0.22% | 0% | 26.18% | 12/20/2022 |
 USD/JPY (USDJPY) | 0.2% | 0% | 8.99% | 7/25/2024 |
 Walmart (WMT) | 0.2% | 0.68% | 89.12% | - |
 Citi (C) | 0.18% | 0.44% | 65.22% | - |
 Reddit Inc (RDDT) | 0.18% | 0.87% | 38.33% | - |
 Lowe's (LOW) | 0.17% | 0% | 27.44% | 1/6/2023 |
 Bank of America (BAC) | 0.17% | 0% | 56.15% | 3/31/2025 |
 Netflix (NFLX) | 0.17% | 0% | 83.99% | 3/19/2025 |
 Delta (DAL) | 0.17% | 0% | 47.63% | 9/25/2023 |
 Man Group (EMG.L) | 0.16% | 0.75% | 30.99% | - |
 Zoom (ZM) | 0.16% | 0.47% | 99.92% | - |
 3M (MMM) | 0.14% | 0.23% | 61.2% | - |
 Roblox (RBLX) | 0.14% | 0.41% | 94.01% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.14% | 0% | 50% | 1/27/2025 |
 Farfetch (FTCHQ) | 0.13% | 0% | 55.05% | 1/16/2024 |
 Snapchat (SNAP) | 0.12% | 0% | 68.77% | 3/31/2025 |
 C3.ai (AI) | 0.12% | 0.21% | 61.36% | - |
 Pfizer (PFE) | 0.11% | 0.44% | 56.94% | - |
 Berkshire Hathaway (BRK.B) | 0.11% | 0.46% | 38.41% | - |
 Disney (DIS) | 0.1% | 0% | 67.11% | 3/28/2025 |
 Moderna (MRNA) | 0.09% | 0.23% | 62.85% | - |
 Petrobras (PBR) | 0.09% | 0% | 23.58% | 1/23/2025 |
 Barclays (BARC.L) | 0.09% | 0.53% | 66.32% | - |
 Nike (NKE) | 0.09% | 0.59% | 30.68% | - |
 NuScale Power (SMR) | 0.09% | 1.04% | 22.16% | - |
 Broadcom (AVGO) | 0.08% | 0% | 29.34% | 3/31/2025 |
 iShares Core High Dividend ETF (HDV) | 0.08% | 0% | 74.05% | 1/21/2025 |
 PNC (PNC) | 0.08% | 0.33% | 64.59% | - |
 Rigetti (RGTI) | 0.08% | 0.98% | 15.93% | - |
 Coca-Cola (KO) | 0.08% | 0% | 50.79% | 1/31/2025 |
 BAT (BATS.L) | 0.08% | 0% | 26.42% | 1/23/2025 |
 Reckitt (RKT.L) | 0.07% | 0% | 24.21% | 1/23/2025 |
 BlackRock (BLK) | 0.07% | 0.33% | 61.91% | - |
 Oracle (ORCL) | 0.07% | 0% | 44.24% | 3/31/2025 |
 Johnson & Johnson (JNJ) | 0.07% | 0% | 49.21% | 1/31/2025 |
 Morgan Stanley (MS) | 0.07% | 0% | 47.4% | 3/28/2025 |
 Marathon Digital (MARA) | 0.06% | 0.46% | 25.32% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.06% | 0% | 48.19% | 4/4/2025 |
 UK100 Index (Non Expiry) (UK100) | 0.05% | 0% | 5.68% | 2/23/2023 |
 Crowdstrike (CRWD) | 0.05% | 0.4% | 28% | - |
 BMO (BMO) | 0.04% | 0% | 21.92% | 4/1/2025 |
 APA (APA) | 0.04% | 0% | 22.95% | 1/15/2025 |
 Supermicro (SMCI) | 0.03% | 0% | 13.41% | 3/28/2025 |
 Vale (VALE) | 0.03% | 0.2% | 30.84% | - |
 Scotiabank (BNS) | 0.03% | 0% | 21.85% | 3/31/2025 |
 Procter & Gamble (PG) | 0.03% | 0% | 24.13% | 1/23/2025 |
 Enbridge (ENB) | 0.02% | 0% | 19.24% | 11/29/2024 |
 SoundHound (SOUN) | 0.02% | 0.24% | 15.85% | - |
 Lincoln National (LNC) | 0.02% | 0% | 17.59% | 2/6/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.02% | 0% | 21.45% | 3/21/2025 |
 Quantum-Si (QSI) | 0.02% | 0.22% | 15.85% | - |
 Uber (UBER) | 0.02% | 0% | 13.17% | 4/3/2025 |
 TMTG (DJT) | 0.02% | 0.13% | 20.27% | - |
 Blackstone Secured Lending Fund (BXSL) | 0.02% | 0% | 16.4% | 1/21/2025 |
 EUR/GBP (EURGBP) | 0.02% | 0% | 8.2% | 7/28/2022 |
 Hercules Capital (HTGC) | 0.02% | 0% | 15.93% | 1/15/2025 |
 Visa (V) | 0.02% | 0% | 2.6% | 2/2/2022 |
 Deutsche Bank (DB) | 0.01% | 0% | 12.22% | 11/29/2024 |
 Merck (MRK) | 0.01% | 0% | 6.78% | 3/28/2022 |
 McDonald's (MCD) | 0.01% | 0% | 11.67% | 3/21/2025 |
 UnitedHealth (UNH) | 0.01% | 0% | 5.05% | 2/20/2025 |
 Rolls-Royce (RR.L) | 0.01% | 0% | 3.31% | 2/11/2022 |
 BT (BT.L) | 0.01% | 0% | 10.49% | 12/4/2024 |
 HUGO BOSS (BOSS.DE) | 0.01% | 0% | 3.71% | 2/16/2022 |
 FedEx (FDX) | 0% | 0% | 2.6% | 2/2/2022 |
 Pinterest (PINS) | 0% | 0% | 5.05% | 4/12/2023 |
 Solventum (SOLV) | 0% | 0% | 6.15% | 6/20/2024 |
 GBP/USD (GBPUSD) | 0% | 0% | 0.39% | 2/8/2023 |
 ApeCoin (APE) | 0% | 0% | 1.97% | 4/23/2022 |
 GBP/JPY (GBPJPY) | 0% | 0% | 0.08% | 10/4/2022 |
 Meituan (03690.HK) | 0% | 0% | 0.39% | 4/3/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 3.36% | 18.33% |
| ExxonMobil (XOM) | 3.14% | 7.53% |
| Palantir (PLTR) | 1.46% | 5.83% |
| ONEOK (OKE) | 1.43% | 4.39% |
| Alibaba (BABA) | 12.59% | 4.34% |
| Apple (AAPL) | 2.39% | 4.14% |
| Tesla (TSLA) | 1.52% | 3.56% |
| BP (BP.L) | 2.59% | 3.27% |
| JPMorgan (JPM) | 1.65% | 3.22% |
| Microsoft (MSFT) | 1.56% | 2.52% |
| Coinbase (COIN) | 3.41% | 2.09% |
| Altria (MO) | 1.79% | 1.95% |
| ARMOUR Residential REIT (ARR) | 5.57% | 1.86% |
| Alphabet (GOOG) | 1.04% | 1.71% |
| Realty Income (O) | 2.1% | 1.68% |
| Goldman Sachs (GS) | 0.68% | 1.57% |
| Meta (META) | 0.41% | 1.51% |
| Wells Fargo (WFC) | 0.6% | 1.48% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 1.74% | 1.4% |
| Tencent (0700.HK) | 1.81% | 1.33% |
| Amazon (AMZN) | 0.72% | 1.3% |
| Nio (NIO) | 7.16% | 1.07% |
| Invesco QQQ (QQQ) | 0.72% | 1.02% |
| Block Inc. (XYZ) | 1.96% | 0.96% |
| Simon (SPG) | 0.42% | 0.91% |
| SPDR S&P 500 ETF (SPY) | 0.65% | 0.8% |
| Shell (SHEL) | 0.36% | 0.76% |
| PayPal (PYPL) | 2.36% | 0.76% |
| Warner Bros Discovery (WBD) | 2.21% | 0.74% |
| Alphabet (GOOGL) | 0.58% | 0.7% |
| Vanguard S&P 500 ETF (VOO) | 0.67% | 0.7% |
| Raytheon (RTX) | 0.39% | 0.59% |
| Reddit Inc (RDDT) | 0.23% | 0.57% |
| AT&T (T) | 0.7% | 0.57% |
| Annaly (NLY) | 1.18% | 0.54% |
| Rivian (RIVN) | 4.76% | 0.53% |
| AbbVie (ABBV) | 0.3% | 0.5% |
| Target (TGT) | 0.65% | 0.45% |
| CRISPR Therapeutics (CRSP) | 1.01% | 0.43% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.36% | 0.43% |
| AMD (AMD) | 0.36% | 0.43% |
| Solana (SOL) | 0.07% | 0.41% |
| Bitcoin (BTC) | 0.16% | 0.39% |
| Man Group (EMG.L) | 0.53% | 0.37% |
| Netflix (NFLX) | 0.14% | 0.36% |
| Bank of America (BAC) | 0.29% | 0.35% |
| Cleanspark (CLSK) | 0.87% | 0.34% |
| BAT (BATS.L) | 0.36% | 0.34% |
| Supermicro (SMCI) | 0.43% | 0.34% |
| Ethereum (ETH) | 0.14% | 0.33% |
| Roku (ROKU) | 0.65% | 0.32% |
| Petrobras (PBR) | 0.46% | 0.32% |
| Reckitt (RKT.L) | 0.36% | 0.31% |
| Broadcom (AVGO) | 0.22% | 0.29% |
| AGNC (AGNC) | 0.37% | 0.27% |
| Citi (C) | 0.22% | 0.27% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.29% | 0.26% |
| 3M (MMM) | 0.24% | 0.26% |
| Berkshire Hathaway (BRK.B) | 0.29% | 0.24% |
| Walmart (WMT) | 0.14% | 0.24% |
| Fastly (FSLY) | 1.52% | 0.21% |
| Micron (MU) | 0.23% | 0.21% |
| C3.ai (AI) | 0.22% | 0.2% |
| Verizon (VZ) | 0.22% | 0.19% |
| Roblox (RBLX) | 0.14% | 0.18% |
| APA (APA) | 0.29% | 0.17% |
| Oracle (ORCL) | 0.14% | 0.17% |
| Nike (NKE) | 0.22% | 0.17% |
| Coca-Cola (KO) | 0.22% | 0.17% |
| Johnson & Johnson (JNJ) | 0.22% | 0.16% |
| Ocugen (OCGN) | 4.2% | 0.15% |
| Zoom (ZM) | 1.09% | 0.15% |
| Snapchat (SNAP) | 0.14% | 0.15% |
| Morgan Stanley (MS) | 0.14% | 0.15% |
| NuScale Power (SMR) | 0.14% | 0.14% |
| Uber (UBER) | 0.22% | 0.14% |
| Disney (DIS) | 0.14% | 0.14% |
| Scotiabank (BNS) | 0.14% | 0.13% |
| Marathon Digital (MARA) | 0.14% | 0.13% |
| BMO (BMO) | 0.14% | 0.13% |
| Pfizer (PFE) | 0.22% | 0.13% |
| Canadian Solar (CSIQ) | 0.58% | 0.12% |
| UnitedHealth (UNH) | 0.14% | 0.12% |
| Procter & Gamble (PG) | 0.14% | 0.12% |
| Blackstone Secured Lending Fund (BXSL) | 0.14% | 0.11% |
| Hercules Capital (HTGC) | 0.15% | 0.11% |
| iShares Core High Dividend ETF (HDV) | 0.14% | 0.11% |
| Barclays (BARC.L) | 0.07% | 0.11% |
| Icahn Enterprises (IEP) | 0.36% | 0.11% |
| Moderna (MRNA) | 0.36% | 0.1% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.14% | 0.1% |
| BlackRock (BLK) | 0.07% | 0.09% |
| PNC (PNC) | 0.07% | 0.09% |
| Crowdstrike (CRWD) | 0.07% | 0.08% |
| Schwab US Dividend Equity ETF (SCHD) | 0.08% | 0.07% |
| Lincoln National (LNC) | 0.09% | 0.07% |
| TMTG (DJT) | 0.07% | 0.06% |
| McDonald's (MCD) | 0.07% | 0.06% |
| Vale (VALE) | 0.08% | 0.05% |
| Farfetch (FTCHQ) | 1.61% | 0% |