Portfolio Diversification
Range
Most Diversified
24 instruments
June 5, 2025
Least Diversified
0 instruments
July 7, 2023
Average
12.5 instruments
Most Consistent Holdings
Top 5
TSLA99.71%
O99.71%
BTC99.71%
TLRY87.61%
PLTR80.69%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since July 7, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Bitcoin (BTC) | 28.43% | 23.07% | 99.71% | - |
| Realty Income (O) | 22.28% | 13.7% | 99.71% | - |
| Tesla (TSLA) | 18.55% | 10.98% | 99.71% | - |
 MSCI (MSCI) | 5.29% | 10.46% | 72.33% | - |
 Ishares Russell 2000 ETF (IWM) | 3.54% | 5.5% | 80.69% | - |
| Tilray (TLRY) | 2.32% | 2.26% | 87.61% | - |
 Disney (DIS) | 2.24% | 0% | 26.66% | 1/12/2024 |
| Palantir (PLTR) | 1.82% | 0% | 80.69% | 2/14/2025 |
 Enphase (ENPH) | 1.74% | 0% | 27.23% | 12/11/2024 |
 Alibaba (BABA) | 1.64% | 1.14% | 50.86% | - |
 Gold (Non Expiry) (GOLD) | 1.32% | 3.83% | 36.02% | - |
 Match Group (MTCH) | 1.06% | 1.01% | 59.37% | - |
 Apple (AAPL) | 0.81% | 1.52% | 26.08% | - |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.62% | 3.62% | 20.03% | - |
 Barrick (B) | 0.6% | 0% | 36.17% | 2/14/2025 |
 iShares Select Dividend ETF (DVY) | 0.54% | 0% | 15.85% | 5/8/2025 |
 Oil (Non Expiry) (OIL) | 0.52% | 0% | 13.98% | 12/13/2024 |
 iShares Global REIT ETF (REET) | 0.52% | 0% | 14.99% | 5/2/2025 |
 BNP Paribas (BNP.PA) | 0.32% | 0% | 29.11% | 1/17/2025 |
 Microsoft (MSFT) | 0.22% | 1.53% | 14.41% | - |
 PepsiCo (PEP) | 0.22% | 2.24% | 15.71% | - |
 Coca-Cola (KO) | 0.21% | 0% | 16.28% | 4/4/2025 |
 SPDR Gold (GLD) | 0.21% | 1.59% | 16.28% | - |
 Norwegian Cruise Line (NCLH) | 0.2% | 0% | 22.48% | 12/14/2023 |
 Alphabet (GOOG) | 0.19% | 1.59% | 14.41% | - |
 Grifols (GRFS) | 0.18% | 0% | 17.44% | 7/8/2024 |
 Meta (META) | 0.18% | 1.65% | 14.41% | - |
 AMD (AMD) | 0.17% | 0% | 11.24% | 5/15/2025 |
 Solana (SOL) | 0.16% | 0% | 11.24% | 5/15/2025 |
 Bumble (BMBL) | 0.13% | 0% | 10.52% | 5/8/2025 |
 Anheuser-Busch (BUD) | 0.12% | 0% | 10.81% | 2/26/2025 |
 NVIDIA (NVDA) | 0.12% | 1.56% | 15.56% | - |
 Mondelez (MDLZ) | 0.11% | 0% | 10.23% | 2/21/2025 |
 Boeing (BA) | 0.11% | 0% | 16.43% | 2/14/2025 |
 Vanguard Short-Term Bond ETF (BSV) | 0.11% | 0% | 3.03% | 2/1/2024 |
 Main Street Capital (MAIN) | 0.09% | 2.39% | 4.18% | - |
 Nio (NIO) | 0.06% | 0% | 9.51% | 7/16/2024 |
 Nike (NKE) | 0.05% | 0% | 13.26% | 10/1/2024 |
 Constellation Brands (STZ) | 0.05% | 0% | 4.76% | 3/31/2025 |
 iShares Silver Trust (SLV) | 0.04% | 1.15% | 4.18% | - |
 Uber (UBER) | 0.02% | 0% | 1.59% | 7/18/2023 |
 Intel (INTC) | 0.02% | 0% | 2.88% | 10/1/2024 |
 Amazon (AMZN) | 0.02% | 1.54% | 2.02% | - |
 Pfizer (PFE) | 0.02% | 0% | 1.01% | 7/14/2023 |
 PDD Holdings (PDD) | 0.02% | 0.76% | 3.31% | - |
 Volkswagen (VOW3.DE) | 0.01% | 0% | 2.16% | 2/26/2025 |
 UnitedHealth (UNH) | 0.01% | 0.6% | 2.16% | - |
 Etsy (ETSY) | 0.01% | 0% | 2.02% | 11/12/2024 |
 Novo Nordisk (NOVO-B.CO) | 0% | 0.92% | 0.43% | - |
 iShares MSCI South Korea ETF (EWY) | 0% | 0% | 1.01% | 12/11/2024 |
 Silver (Non Expiry) (SILVER) | 0% | 0% | 0.58% | 8/5/2024 |
 XRP (XRP) | 0% | 0% | 1.01% | 3/25/2024 |
 Rivian (RIVN) | 0% | 0% | 0.14% | 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% |