Portfolio Diversification
Range
Most Diversified
20 instruments
January 18, 2025
Least Diversified
0 instruments
July 7, 2023
Average
11.3 instruments
Most Consistent Holdings
Top 5
TSLA99.65%
O99.65%
BTC99.65%
PLTR96.14%
TLRY84.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since July 7, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Bitcoin (BTC) | 29.44% | 0% | 99.65% | 2/1/2025 |
| Realty Income (O) | 24.18% | 0% | 99.65% | 2/1/2025 |
| Tesla (TSLA) | 19% | 0% | 99.65% | 2/1/2025 |
 MSCI (MSCI) | 4.11% | 0% | 66.32% | 2/1/2025 |
 Ishares Russell 2000 ETF (IWM) | 3.11% | 0% | 76.49% | 2/1/2025 |
 Disney (DIS) | 2.73% | 0% | 32.46% | 1/12/2024 |
| Tilray (TLRY) | 2.27% | 0% | 84.91% | 2/1/2025 |
| Palantir (PLTR) | 2.19% | 0% | 96.14% | 2/1/2025 |
 Enphase (ENPH) | 2.12% | 0% | 33.16% | 12/11/2024 |
 Alibaba (BABA) | 1.97% | 0% | 58.07% | 1/30/2025 |
 Match Group (MTCH) | 1.21% | 0% | 65.09% | 2/1/2025 |
 Apple (AAPL) | 0.97% | 0% | 29.3% | 2/29/2024 |
 Gold (Non Expiry) (GOLD) | 0.77% | 0% | 22.11% | 2/1/2025 |
 Barrick (GOLD.BARRICK) | 0.71% | 0% | 41.93% | 2/1/2025 |
 Oil (Non Expiry) (OIL) | 0.64% | 0% | 17.02% | 12/13/2024 |
 BNP Paribas (BNP.PA) | 0.39% | 0% | 35.44% | 1/17/2025 |
 Norwegian Cruise Line (NCLH) | 0.24% | 0% | 27.37% | 12/14/2023 |
 Grifols (GRFS) | 0.22% | 0% | 21.23% | 7/8/2024 |
 Vanguard Short-Term Bond ETF (BSV) | 0.13% | 0% | 3.68% | 2/1/2024 |
 Boeing (BA) | 0.13% | 0% | 17.89% | 2/1/2025 |
 NVIDIA (NVDA) | 0.12% | 0% | 16.49% | 6/11/2024 |
 Coca-Cola (KO) | 0.1% | 0% | 9.12% | 2/1/2025 |
 PepsiCo (PEP) | 0.1% | 0% | 9.12% | 2/1/2025 |
 Mondelez (MDLZ) | 0.1% | 0% | 9.12% | 2/1/2025 |
 Anheuser-Busch (BUD) | 0.1% | 0% | 8.95% | 2/1/2025 |
 iShares Global REIT ETF (REET) | 0.08% | 0% | 2.63% | 2/1/2025 |
 iShares Select Dividend ETF (DVY) | 0.08% | 0% | 2.63% | 2/1/2025 |
 Nio (NIO) | 0.07% | 0% | 11.58% | 7/16/2024 |
 Nike (NKE) | 0.07% | 0% | 16.14% | 10/1/2024 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.04% | 0% | 2.63% | 2/1/2025 |
 Uber (UBER) | 0.03% | 0% | 1.93% | 7/18/2023 |
 Intel (INTC) | 0.02% | 0% | 3.51% | 10/1/2024 |
 Pfizer (PFE) | 0.02% | 0% | 1.23% | 7/14/2023 |
 PDD Holdings (PDD) | 0.01% | 0% | 2.28% | 1/30/2025 |
 Etsy (ETSY) | 0.01% | 0% | 2.46% | 11/12/2024 |
 iShares MSCI South Korea ETF (EWY) | 0% | 0% | 1.23% | 12/11/2024 |
 Silver (Non Expiry) (SILVER) | 0% | 0% | 0.7% | 8/5/2024 |
 XRP (XRP) | 0% | 0% | 1.23% | 3/25/2024 |
 Rivian (RIVN) | 0% | 0% | 0.18% | 7/20/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 14.88% | 25.97% |
| Tesla (TSLA) | 15.91% | 22.78% |
| Realty Income (O) | 26.47% | 18.63% |
| MSCI (MSCI) | 11.03% | 8.81% |
| Ishares Russell 2000 ETF (IWM) | 6.62% | 5.24% |
| Gold (Non Expiry) (GOLD) | 4.41% | 3.26% |
| Tilray (TLRY) | 4.41% | 2.4% |
| BNP Paribas (BNP.PA) | 2.43% | 1.81% |
| Palantir (PLTR) | 0.51% | 1.23% |
| Coca-Cola (KO) | 1.54% | 1.13% |
| PepsiCo (PEP) | 1.54% | 1.11% |
| Anheuser-Busch (BUD) | 1.54% | 1.1% |
| Mondelez (MDLZ) | 1.54% | 1.1% |
| Match Group (MTCH) | 1.32% | 1.05% |
| Boeing (BA) | 0.56% | 0.49% |