Portfolio Diversification
Range
Most Diversified
32 instruments
December 20, 2024
Least Diversified
0 instruments
February 2, 2025
Average
28.9 instruments
Most Consistent Holdings
Top 5
MSFT99.79%
JNJ99.79%
WMT99.79%
XOM99.79%
LMT99.79%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since July 10, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NextEra (NEE) | 4.1% | 1.5% | 99.79% | - |
 AST SpaceMobile (ASTS) | 3.85% | 0% | 90.38% | 9/9/2025 |
| Walmart (WMT) | 3.74% | 2.72% | 99.79% | - |
| Lockheed Martin (LMT) | 3.66% | 2.28% | 99.79% | - |
| Johnson & Johnson (JNJ) | 3.61% | 3.06% | 99.79% | - |
| ExxonMobil (XOM) | 3.58% | 2.35% | 99.79% | - |
 NVIDIA (NVDA) | 3.53% | 2.86% | 99.36% | - |
 SPDR Gold (GLD) | 3.45% | 9.63% | 94.87% | - |
 Alphabet (GOOGL) | 3.44% | 3.21% | 99.36% | - |
 Xylem (XYL) | 3.42% | 2.05% | 99.36% | - |
 Procter & Gamble (PG) | 3.4% | 1.63% | 99.36% | - |
| Microsoft (MSFT) | 3.36% | 1.85% | 99.79% | - |
 Palantir (PLTR) | 3.29% | 3.11% | 87.82% | - |
 Thermo Fisher (TMO) | 3.25% | 0% | 90.38% | 9/9/2025 |
 Crowdstrike (CRWD) | 3.22% | 0% | 90.38% | 9/9/2025 |
 Intuitive Surgical (ISRG) | 3.21% | 0% | 90.38% | 9/9/2025 |
 Bitcoin (BTC) | 3.1% | 2.57% | 94.87% | - |
 Coca-Cola (KO) | 2.94% | 2.67% | 94.87% | - |
 Altria (MO) | 2.76% | 2.61% | 87.82% | - |
 MPLX (MPLX) | 2.72% | 2.27% | 87.82% | - |
 Cintas (CTAS) | 2.69% | 0% | 85.9% | 9/9/2025 |
 Industrial Select Sector SPDR (XLI) | 2.41% | 0% | 77.56% | 8/1/2025 |
 Invesco QQQ (QQQ) | 2.35% | 0% | 78.85% | 8/18/2025 |
 iShares Core S&P US Growth (IUSG) | 2.3% | 0% | 77.56% | 8/1/2025 |
 NN Group (NN.NV) | 2.1% | 2.46% | 68.8% | - |
 Nordea (NDA_SE.ST) | 2.05% | 1.94% | 68.8% | - |
 Regeneron (REGN) | 2.05% | 0% | 70.09% | 6/27/2025 |
 Intesa Sanpaolo (ISP.MI) | 2.04% | 0.55% | 68.8% | - |
 Goldman Sachs (GS) | 1.99% | 0% | 51.71% | 3/10/2025 |
 ABC (1288.HK) | 1.53% | 3.63% | 47.86% | - |
 Unipol (UNI.MI) | 1.49% | 2.54% | 47.86% | - |
 Consumer Staples Select Sector SPDR (XLP) | 1.41% | 0% | 46.79% | 3/10/2025 |
 Waste Management (WM) | 1.32% | 0% | 40.6% | 3/14/2025 |
 Leonardo (LDO.MI) | 0.81% | 2.76% | 24.79% | - |
 Raytheon (RTX) | 0.79% | 2.9% | 24.79% | - |
 XRP (XRP) | 0.7% | 0% | 22.44% | 6/27/2025 |
 ASML (ASML) | 0.47% | 0% | 13.25% | 10/20/2025 |
 Northrop Grumman (NOC) | 0.44% | 2.84% | 13.68% | - |
 Airbus (AIR.PA) | 0.42% | 0% | 13.46% | 10/20/2025 |
 Vinci (DG.PA) | 0.28% | 0.26% | 8.97% | - |
 Sanofi (SAN.PA) | 0.28% | 0% | 8.76% | 10/20/2025 |
 Takeda (TAK) | 0.28% | 2.69% | 8.97% | - |
 Direxion Daily S&P 500 Bear 3X Shares (SPXS) | 0.11% | 0% | 3.63% | 8/18/2025 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.11% | 0% | 3.63% | 8/18/2025 |
 EUR/USD (EURUSD) | 0.11% | 0% | 2.35% | 1/2/2025 |
 Direxion Daily Semiconductor Bear 3X Shares (SOXS) | 0.07% | 0% | 2.35% | 8/12/2025 |
 USD/CHF (USDCHF) | 0.01% | 0% | 0.43% | 4/4/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Palantir (PLTR) | 3.08% | 5.4% |
| EUR/USD (EURUSD) | 4.86% | 4.23% |
| Bitcoin (BTC) | 3.08% | 3.89% |
| Walmart (WMT) | 3.08% | 3.44% |
| Crowdstrike (CRWD) | 3.08% | 3.42% |
| Alphabet (GOOGL) | 3.08% | 3.38% |
| Goldman Sachs (GS) | 3.08% | 3.26% |
| Intesa Sanpaolo (ISP.MI) | 3.08% | 3.22% |
| Intuitive Surgical (ISRG) | 3.08% | 3.2% |
| NVIDIA (NVDA) | 3.08% | 3.19% |
| iShares Core S&P US Growth (IUSG) | 3.08% | 3.18% |
| Invesco QQQ (QQQ) | 3.08% | 3.16% |
| MPLX (MPLX) | 3.08% | 3.14% |
| AST SpaceMobile (ASTS) | 3.08% | 3.06% |
| SPDR Gold (GLD) | 3.08% | 3.05% |
| Microsoft (MSFT) | 3.08% | 3.02% |
| Procter & Gamble (PG) | 3.08% | 2.98% |
| Nordea (NDA_SE.ST) | 3.08% | 2.96% |
| NN Group (NN.NV) | 3.08% | 2.95% |
| Industrial Select Sector SPDR (XLI) | 3.08% | 2.94% |
| Consumer Staples Select Sector SPDR (XLP) | 3.08% | 2.92% |
| Altria (MO) | 3.08% | 2.91% |
| Waste Management (WM) | 3.08% | 2.83% |
| NextEra (NEE) | 3.08% | 2.82% |
| Thermo Fisher (TMO) | 3.08% | 2.82% |
| Coca-Cola (KO) | 3.08% | 2.82% |
| Johnson & Johnson (JNJ) | 3.08% | 2.82% |
| ExxonMobil (XOM) | 3.08% | 2.81% |
| Xylem (XYL) | 3.08% | 2.72% |
| Cintas (CTAS) | 3.08% | 2.66% |
| Lockheed Martin (LMT) | 2.77% | 2.51% |
| Regeneron (REGN) | 3.08% | 2.41% |