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Portfolio Diversification
Range
Most Diversified
68 instruments
August 16, 2023
Least Diversified
0 instruments
April 4, 2026
Average
57.6 instruments
Most Consistent Holdings
Top 5
BABA99.8%
CMCSA99.8%
01114.HK99.8%
DQ99.8%
ETH99.8%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares 20+ Year Treasury Bond ETF (TLT) | 3.44% | 5.31% | 63.42% | - |
 Civitas (CIVI) | 2.84% | 0% | 79.23% | 2/3/2026 |
 PDD Holdings (PDD) | 2.8% | 0% | 81.76% | 4/8/2026 |
 Chord Energy (CHRD) | 2.73% | 0% | 80.85% | 4/8/2026 |
 Alphabet (GOOG) | 2.66% | 2.07% | 67.17% | - |
 Catalyst Pharmaceuticals (CPRX) | 2.64% | 4.91% | 96.76% | - |
 Alpha Metallurgical (AMR) | 2.25% | 1.61% | 78.42% | - |
 Encore Wire Corporation (WIRE) | 1.89% | 0% | 47.82% | 4/25/2024 |
 Danaos (DAC) | 1.84% | 0% | 51.17% | 6/1/2025 |
 Woodside (WDS) | 1.84% | 0% | 84.5% | 4/8/2026 |
 MSC (MSM) | 1.8% | 0% | 51.17% | 3/1/2025 |
 NVIDIA (NVDA) | 1.77% | 4.23% | 57.85% | - |
 Verizon (VZ) | 1.66% | 0% | 81.76% | 10/24/2025 |
 Ituran (ITRN) | 1.62% | 4% | 42.45% | - |
 Arch Resources (ARCH) | 1.61% | 0% | 56.33% | 12/16/2024 |
 Bio-Rad (BIO) | 1.5% | 0% | 73.15% | 1/14/2025 |
 Copa (CPA) | 1.49% | 0% | 44.17% | 2/20/2026 |
| Comcast (CMCSA) | 1.49% | 2.52% | 99.8% | - |
 Academy Sports (ASO) | 1.46% | 0% | 86.02% | 3/18/2026 |
 Qualcomm (QCOM) | 1.43% | 0% | 43.26% | 3/11/2024 |
 PayPal (PYPL) | 1.43% | 0% | 66.57% | 10/29/2024 |
 CVS Health (CVS) | 1.42% | 0% | 74.97% | 10/27/2025 |
 Tapestry (TPR) | 1.38% | 0% | 40.63% | 4/4/2024 |
 Vertex (VRTX) | 1.38% | 0% | 40.93% | 7/15/2025 |
 Shell (SHEL) | 1.29% | 0% | 55.72% | 9/15/2025 |
 Salesforce (CRM) | 1.27% | 1.94% | 63.63% | - |
 Infineon (IFX.DE) | 1.22% | 0% | 81.76% | 12/9/2025 |
 Amazon (AMZN) | 1.21% | 2.34% | 78.32% | - |
 Ennis (EBF) | 1.16% | 1.71% | 51.37% | - |
 Humana (HUM) | 1.15% | 0.57% | 77.71% | - |
 Neurocrine Biosciences (NBIX) | 1.1% | 3.15% | 31.51% | - |
 Berkshire Hathaway (BRK.B) | 1.05% | 1.67% | 37.59% | - |
 BorgWarner (BWA) | 0.98% | 0% | 92.71% | 2/9/2026 |
 Seagate (STX.US) | 0.98% | 0% | 36.37% | 1/2/2024 |
 CONSOL Energy (CNR) | 0.98% | 0% | 40.53% | 11/7/2024 |
 Gilead Sciences (GILD) | 0.94% | 0% | 31.51% | 11/11/2024 |
 eBay (EBAY) | 0.93% | 0% | 65.75% | 10/21/2024 |
| Alibaba (BABA) | 0.89% | 0.86% | 99.8% | - |
| Daqo New Energy (DQ) | 0.88% | 0.35% | 99.8% | - |
 BioNTech SE (BNTX) | 0.86% | 0% | 83.89% | 12/2/2025 |
 Accenture (ACN) | 0.85% | 0% | 39.11% | 1/29/2024 |
 Enel (ENEL.MI) | 0.77% | 0% | 75.28% | 5/3/2025 |
 JD.com (JD.US) | 0.77% | 0.38% | 99.7% | - |
 Harmony Biosciences (HRMY) | 0.76% | 0% | 27.36% | 9/24/2024 |
 Bosideng Intl Hldgs Ltd (3998.HK) | 0.66% | 3.2% | 21.28% | - |
 Intel (INTC) | 0.64% | 0% | 98.58% | 4/9/2026 |
| Brilliance (01114.HK) | 0.64% | 0.56% | 99.8% | - |
 Cal-Maine Foods (CALM) | 0.63% | 0% | 34.95% | 2/26/2024 |
 TF1 (TFI.PA) | 0.62% | 8.46% | 24.62% | - |
 Cencora (COR) | 0.6% | 0% | 25.94% | 5/1/2024 |
 Blue Owl Capital (OWL) | 0.59% | 0% | 20.06% | 10/22/2024 |
 Weichai (2338.HK) | 0.58% | 0% | 90.07% | 1/14/2026 |
 Amerisafe (AMSF) | 0.58% | 2.05% | 23% | - |
 Global Ship Lease (GSL) | 0.58% | 0% | 16.82% | 6/3/2024 |
 Regeneron (REGN) | 0.57% | 1.93% | 28.88% | - |
 Hoegh Autoliners ASA (HAUTO.OL) | 0.56% | 3.1% | 23% | - |
 SQM (SQM) | 0.55% | 0% | 73.45% | 1/12/2026 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.54% | 0% | 10.44% | 6/1/2025 |
 Ternium (TX) | 0.5% | 0% | 27.56% | 12/8/2025 |
 Yalla (YALA) | 0.49% | 2.56% | 23.71% | - |
 Liberty Media (LSXMA) | 0.48% | 0% | 61.8% | 9/11/2024 |
 PulteGroup (PHM) | 0.47% | 1.76% | 24.01% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.46% | 0% | 17.93% | 4/17/2026 |
 ASUR (ASR) | 0.45% | 0% | 11.96% | 12/9/2024 |
 XRP (XRP) | 0.44% | 0% | 70.82% | 12/10/2024 |
 iShares MSCI India ETF (INDA) | 0.44% | 1.72% | 22.9% | - |
 Western Digital (WDC) | 0.43% | 0% | 29.18% | 10/23/2023 |
 Chimera (CIM) | 0.42% | 0% | 94.22% | 2/24/2026 |
 Netflix (NFLX) | 0.41% | 1.01% | 31.51% | - |
 Xinyi Solar (0968.HK) | 0.41% | 0% | 19.66% | 7/25/2023 |
 AT&T (T) | 0.41% | 0% | 76.09% | 6/13/2025 |
 Cognizant (CTSH) | 0.4% | 0% | 21.18% | 4/9/2024 |
 Silicon Motion (SIMO) | 0.39% | 0% | 18.03% | 7/26/2023 |
 Axcelis (ACLS) | 0.39% | 0% | 15.5% | 9/23/2025 |
 3M (MMM) | 0.37% | 0% | 66.16% | 10/25/2024 |
 Decentraland (MANA) | 0.36% | 0% | 76.8% | 7/15/2025 |
 Vale (VALE) | 0.36% | 0% | 19.55% | 2/17/2026 |
 Kulicke and Soffa (KLIC) | 0.35% | 0% | 15.91% | 6/12/2023 |
 Adeia (ADEA) | 0.34% | 0% | 9.93% | 11/22/2024 |
 Exelixis (EXEL) | 0.34% | 0% | 14.08% | 1/8/2024 |
 Wallenius Wilhelmsen ASA (WAWI.OL) | 0.33% | 2.16% | 22.8% | - |
 Global X Uranium ETF (URA) | 0.33% | 0% | 13.58% | 6/3/2024 |
 iShares NASDAQ 100 UCITS ETF EUR Hedged (NQSE.DE) | 0.32% | 1.79% | 17.63% | - |
 Booking (BKNG) | 0.32% | 0% | 9.63% | 1/3/2024 |
 Petrobras (PBR.A) | 0.31% | 0% | 13.88% | 6/15/2023 |
 Ferrari (RACE) | 0.3% | 1.83% | 18.84% | - |
 SeSa (SES.MI) | 0.29% | 1.47% | 20.36% | - |
| Ethereum (ETH) | 0.28% | 0.25% | 99.8% | - |
 Bitcoin (BTC) | 0.28% | 1.43% | 24.42% | - |
 SPDR Gold (GLD) | 0.27% | 0% | 6.08% | 10/28/2025 |
 NetEase (NTES) | 0.26% | 0% | 11.14% | 11/22/2024 |
 Host Hotels (HST) | 0.25% | 0% | 11.55% | 12/5/2023 |
 Opera (OPRA) | 0.24% | 2.62% | 13.48% | - |
 Group 1 Automotive (GPI) | 0.24% | 0% | 6.79% | 3/10/2023 |
 Meta (META) | 0.23% | 0% | 8.71% | 2/25/2025 |
 Eni (ENI.MI) | 0.23% | 0% | 8.71% | 5/2/2023 |
 Sanlorenzo (SL.MI) | 0.22% | 2.12% | 15.6% | - |
 Banco Santander (SAN) | 0.21% | 0% | 7.7% | 12/8/2025 |
 Xiaomi (1810.HK) | 0.21% | 1.47% | 13.07% | - |
 Terra Classic (LUNC) | 0.2% | 0% | 76.8% | 7/15/2025 |
 China Coal Energy (1898.HK) | 0.19% | 0% | 9.12% | 5/2/2023 |
 Novo-Nordisk (NVO) | 0.19% | 1.2% | 14.79% | - |
 Applied Materials (AMAT) | 0.18% | 0% | 9.42% | 4/6/2026 |
 TSMC (TSM) | 0.18% | 0% | 9.52% | 3/10/2026 |
 UnitedHealth (UNH) | 0.18% | 0% | 15.4% | 3/2/2026 |
 Adobe (ADBE) | 0.17% | 0% | 13.07% | 4/10/2026 |
 Coherus (CHRS) | 0.17% | 0% | 75.28% | 5/3/2025 |
 Drax Group (DRX.L) | 0.17% | 0% | 7.7% | 12/16/2025 |
 Tenet Healthcare (THC) | 0.16% | 0% | 4.36% | 9/29/2023 |
 Dogecoin (DOGE) | 0.16% | 0% | 76.8% | 7/15/2025 |
 AbbVie (ABBV) | 0.16% | 0% | 5.27% | 12/9/2024 |
 iShares China Large-Cap ETF (FXI) | 0.16% | 0% | 2.94% | 7/15/2025 |
 Cardano (ADA) | 0.15% | 0.05% | 99.8% | - |
 Supermicro (SMCI) | 0.15% | 0.63% | 13.48% | - |
 Novartis (NVS) | 0.15% | 0% | 11.85% | 5/1/2023 |
 Gevo (GEVO) | 0.14% | 0% | 76.09% | 6/13/2025 |
 MetLife (MET) | 0.14% | 0% | 9.22% | 12/15/2025 |
 Star Bulk (SBLK) | 0.14% | 0% | 3.95% | 10/1/2024 |
 Uniswap (UNI) | 0.13% | 0% | 76.8% | 7/15/2025 |
 Fiserv (FISV) | 0.13% | 0.38% | 23.61% | - |
 Equinor (EQNR) | 0.13% | 0% | 4.46% | 8/16/2023 |
 Expedia (EXPE) | 0.12% | 0% | 8.61% | 10/11/2024 |
 Sanofi (SNY) | 0.12% | 0% | 10.44% | 4/17/2023 |
 Haier Smart Home Co Ltd (690D.DE) | 0.12% | 0% | 8.31% | 3/28/2025 |
 American Express (AXP) | 0.11% | 0% | 4.96% | 2/13/2024 |
 FedEx (FDX) | 0.11% | 0% | 6.18% | 11/11/2024 |
 Thermo Fisher (TMO) | 0.11% | 1.02% | 10.64% | - |
 Devon Energy (DVN) | 0.11% | 0% | 4.96% | 5/2/2023 |
 Global X SuperDividend ETF (SDIV) | 0.11% | 0% | 5.17% | 9/30/2025 |
 Frontdoor (FTDR) | 0.11% | 0% | 6.28% | 4/1/2024 |
 OMA (OMAB) | 0.11% | 0% | 2.94% | 9/10/2024 |
 Big Lots (BIGGQ) | 0.11% | 0% | 24.62% | 9/5/2023 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.1% | 2.79% | 3.55% | - |
 Darling (DAR) | 0.1% | 0% | 3.44% | 5/1/2023 |
 UPS (UPS) | 0.09% | 1.04% | 8.21% | - |
 Vir (VIR) | 0.09% | 0% | 2.53% | 1/26/2023 |
 Fossil (FOSL) | 0.09% | 0% | 30.9% | 11/9/2023 |
 Tencent (0700.HK) | 0.09% | 0% | 2.94% | 9/19/2025 |
 Zoom (ZM) | 0.09% | 0% | 4.15% | 1/14/2025 |
 Julius Baer (BAER.ZU) | 0.09% | 0% | 8.92% | 12/2/2025 |
 Cemig (CIG) | 0.09% | 0% | 3.44% | 4/17/2023 |
 China Telecom (0728.HK) | 0.08% | 0% | 14.49% | 1/26/2026 |
 Amgen (AMGN) | 0.08% | 0% | 6.18% | 12/1/2025 |
 Ross Stores (ROST) | 0.08% | 0% | 4.56% | 2/16/2023 |
 Autodesk (ADSK) | 0.08% | 0% | 5.98% | 11/3/2025 |
 Workday (WDAY) | 0.08% | 0% | 6.38% | 1/5/2026 |
 Shiba (in millions) (SHIBxM) | 0.07% | 0% | 76.8% | 7/15/2025 |
 Berry Plastics (BERY) | 0.07% | 0% | 3.14% | 2/2/2023 |
 China SCE (1966.HK) | 0.07% | 0% | 75.28% | 5/3/2025 |
 Alkermes (ALKS) | 0.07% | 0% | 2.13% | 4/1/2024 |
 TFI (TFII) | 0.07% | 0% | 2.53% | 1/26/2023 |
 United Therapeutics (UTHR) | 0.06% | 0% | 3.34% | 9/23/2025 |
 Barrick (B) | 0.06% | 0% | 3.04% | 10/11/2024 |
 Equinor (EQNR.OL) | 0.06% | 0% | 2.94% | 6/13/2025 |
 Texas Instruments (TXN) | 0.06% | 0% | 4.56% | 2/16/2023 |
 STMicroelectronics (STM.US) | 0.06% | 0% | 3.24% | 9/18/2023 |
 Campari (CPR.MI) | 0.06% | 0.9% | 6.18% | - |
 Innoviva (INVA) | 0.06% | 2.31% | 3.14% | - |
 K+S (SDF.DE) | 0.06% | 0% | 4.05% | 9/6/2023 |
 Rio Tinto (RIO) | 0.06% | 0% | 2.53% | 1/26/2023 |
 Endava (DAVA) | 0.05% | 0% | 2.23% | 1/23/2023 |
 iShares Core MSCI Europe ETF (IEUR) | 0.05% | 0% | 5.27% | 10/27/2025 |
 Vistra (VST) | 0.05% | 0% | 1.42% | 5/9/2024 |
 Twilio (TWLO) | 0.05% | 0% | 2.53% | 9/30/2025 |
 Oracle (ORCL) | 0.05% | 0% | 2.23% | 1/23/2023 |
 Moody's (MCO) | 0.05% | 0.92% | 4.96% | - |
 Perseus Mining (PRU.ASX) | 0.05% | 0% | 1.82% | 6/9/2025 |
 Wells Fargo (WFC) | 0.05% | 0% | 2.94% | 6/13/2025 |
 Brembo (BRE.MI) | 0.04% | 0.74% | 5.67% | - |
 McKesson (MCK) | 0.04% | 0% | 3.95% | 10/1/2025 |
 Warner Bros Discovery (WBD) | 0.04% | 0% | 39.82% | 2/5/2024 |
 Iren (IRE.MI) | 0.04% | 0% | 1.32% | 4/7/2025 |
 Microsoft (MSFT) | 0.04% | 0% | 2.13% | 4/7/2026 |
 Apple (AAPL) | 0.04% | 2.39% | 2.03% | - |
 HCA (HCA) | 0.04% | 0% | 2.63% | 10/1/2025 |
 IQVIA (IQV) | 0.04% | 0% | 2.84% | 2/2/2026 |
 Ondo Finance (ONDO) | 0.03% | 0.05% | 26.55% | - |
 SF Holding Co Ltd (6936.HK) | 0.03% | 0% | 0.81% | 6/13/2025 |
 MFE (MFEB.MI) | 0.03% | 0% | 1.01% | 3/28/2025 |
 Merck (MRK) | 0.03% | 0% | 1.62% | 1/14/2025 |
 BYD (01211.HK) | 0.03% | 0% | 0.81% | 5/3/2025 |
 Danieli (DAN.MI) | 0.03% | 0% | 1.62% | 6/9/2025 |
 Bristol-Myers Squibb (BMY) | 0.03% | 0% | 2.84% | 2/2/2026 |
 W. R. Berkley (WRB.US) | 0.03% | 0% | 0.81% | 3/1/2025 |
 Euronet (EEFT) | 0.02% | 0% | 1.22% | 12/18/2023 |
 Raydium (RAY) | 0.02% | 0.03% | 26.65% | - |
 Argenx (ARGX) | 0.02% | 1.45% | 1.42% | - |
 Monolithic Power (MPWR) | 0.02% | 0% | 0.91% | 3/1/2025 |
 Imperial Oil (IMO) | 0.02% | 0% | 1.11% | 9/11/2023 |
 Cadence (CDNS) | 0.02% | 0% | 1.32% | 7/15/2025 |
 Tenaris (TS) | 0.02% | 0% | 0.81% | 8/23/2023 |
 Jabil (JBL) | 0.02% | 0% | 0.81% | 3/1/2025 |
 BPER Banca (BPE.MI) | 0.02% | 0% | 1.01% | 4/15/2025 |
 Meritage Homes (MTH) | 0.01% | 0% | 1.11% | 9/18/2023 |
 Banca Mediolanum (BMED.MI) | 0.01% | 0.77% | 1.82% | - |
 Lottomatica (LTMC.MI) | 0.01% | 0% | 0.51% | 4/7/2025 |
 Broadcom (AVGO) | 0.01% | 1.97% | 0.81% | - |
 Moncler (MONC.MI) | 0.01% | 0.98% | 1.22% | - |
 JPMorgan (JPM) | 0.01% | 0.95% | 1.11% | - |
 Cigna (CI) | 0.01% | 0% | 0.41% | 8/14/2023 |
 Rubrik Inc (RBRK) | 0.01% | 0% | 1.82% | 12/5/2025 |
 Lennar (LEN) | 0.01% | 0% | 0.61% | 6/13/2025 |
 Delta (DAL) | 0.01% | 0% | 0.61% | 6/13/2025 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.01% | 0% | 0.2% | 8/17/2023 |
 Sleep Number (SNBR) | 0.01% | 0% | 0.71% | 3/23/2026 |
 Centene (CNC) | 0.01% | 0% | 0.3% | 8/17/2023 |
 Diasorin (DIA.MI) | 0% | 0% | 0.2% | 3/28/2025 |
 eToro Group LTD (ETOR) | 0% | 0% | 0.2% | 6/1/2025 |
 Invesco QQQ (QQQ) | 0% | 0% | 0.1% | 12/13/2024 |
 Morgan Stanley (MS) | 0% | 0% | 0.2% | 4/8/2026 |
 Liberty Media (LLYVA) | 0% | 0% | 0.3% | 8/7/2023 |
 Phinia (PHIN) | 0% | 0% | 0.3% | 7/13/2023 |
 Solventum (SOLV) | 0% | 0% | 0.3% | 4/5/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 5.48% | 5.55% |
| Ituran (ITRN) | 3.68% | 4.3% |
| Copa (CPA) | 2.83% | 3.56% |
| Catalyst Pharmaceuticals (CPRX) | 2.91% | 3.48% |
| PDD Holdings (PDD) | 3.05% | 2.99% |
| Alpha Metallurgical (AMR) | 2.99% | 2.95% |
| Bosideng Intl Hldgs Ltd (3998.HK) | 2.57% | 2.74% |
| TF1 (TFI.PA) | 2.48% | 2.74% |
| Amerisafe (AMSF) | 2.74% | 2.66% |
| NVIDIA (NVDA) | 2.14% | 2.46% |
| Salesforce (CRM) | 1.97% | 2.42% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 2.24% | 2.34% |
| Amazon (AMZN) | 1.97% | 2.23% |
| Yalla (YALA) | 2.14% | 2.17% |
| Hoegh Autoliners ASA (HAUTO.OL) | 2.14% | 2.15% |
| Neurocrine Biosciences (NBIX) | 1.82% | 2.13% |
| iShares MSCI India ETF (INDA) | 1.71% | 1.94% |
| Regeneron (REGN) | 1.71% | 1.91% |
| Novo-Nordisk (NVO) | 1.58% | 1.84% |
| iShares NASDAQ 100 UCITS ETF EUR Hedged (NQSE.DE) | 1.61% | 1.8% |
| Ferrari (RACE) | 1.63% | 1.67% |
| PulteGroup (PHM) | 1.71% | 1.67% |
| Xiaomi (1810.HK) | 1.54% | 1.65% |
| Comcast (CMCSA) | 1.8% | 1.6% |
| SeSa (SES.MI) | 1.28% | 1.51% |
| Bitcoin (BTC) | 1.52% | 1.49% |
| Vale (VALE) | 1.03% | 1.49% |
| Ennis (EBF) | 1.62% | 1.45% |
| Wallenius Wilhelmsen ASA (WAWI.OL) | 1.28% | 1.44% |
| Adobe (ADBE) | 1.17% | 1.42% |
| Chord Energy (CHRD) | 2.14% | 1.41% |
| TSMC (TSM) | 1.2% | 1.41% |
| Supermicro (SMCI) | 1.37% | 1.39% |
| Opera (OPRA) | 1.2% | 1.36% |
| Netflix (NFLX) | 1.2% | 1.26% |
| Woodside (WDS) | 1.73% | 1.23% |
| Berkshire Hathaway (BRK.B) | 1.03% | 1.18% |
| Civitas (CIVI) | 3.03% | 1.16% |
| UnitedHealth (UNH) | 1.04% | 1.12% |
| Workday (WDAY) | 1.06% | 1.09% |
| Academy Sports (ASO) | 1.11% | 0.96% |
| Sanlorenzo (SL.MI) | 0.77% | 0.87% |
| Brilliance (01114.HK) | 0.94% | 0.81% |
| Alibaba (BABA) | 1.37% | 0.8% |
| BorgWarner (BWA) | 0.68% | 0.7% |
| Humana (HUM) | 1.2% | 0.7% |
| JD.com (JD.US) | 1.2% | 0.65% |
| Weichai (2338.HK) | 0.51% | 0.54% |
| China Telecom (0728.HK) | 0.51% | 0.54% |
| Daqo New Energy (DQ) | 0.86% | 0.53% |
| SQM (SQM) | 0.43% | 0.43% |
| Intel (INTC) | 0.6% | 0.43% |
| Fiserv (FISV) | 0.96% | 0.42% |
| Ethereum (ETH) | 0.47% | 0.33% |
| Chimera (CIM) | 0.68% | 0.21% |
| Ondo Finance (ONDO) | 0.26% | 0.07% |
| Cardano (ADA) | 0.43% | 0.07% |
| Raydium (RAY) | 0.26% | 0.04% |
Cash & Instruments Over Time
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