Portfolio Diversification
Range
Most Diversified
51 instruments
April 16, 2025
Least Diversified
0 instruments
February 2, 2025
Average
39 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
META99.91%
MSFT99.91%
AMZN99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 6.86% | 5.85% | 99.91% | - |
| Alphabet (GOOG) | 6.62% | 6% | 99.91% | - |
| Amazon (AMZN) | 4.54% | 4.36% | 99.91% | - |
 NVIDIA (NVDA) | 3.66% | 3.59% | 91.81% | - |
 Applied Materials (AMAT) | 3.65% | 2.67% | 99.91% | - |
 McDonald's (MCD) | 3.6% | 2.95% | 99.91% | - |
 Block Inc. (XYZ) | 3.56% | 2.24% | 91.81% | - |
| Apple (AAPL) | 3.46% | 3.38% | 99.91% | - |
 Netflix (NFLX) | 3.43% | 5.47% | 99.91% | - |
| Meta (META) | 2.76% | 3.22% | 99.91% | - |
 Walmart (WMT) | 2.65% | 3.25% | 99.91% | - |
 Tesla (TSLA) | 2.56% | 0% | 84.98% | 2/19/2025 |
 iShares Silver Trust (SLV) | 2.52% | 1.19% | 79.35% | - |
 Bank of America (BAC) | 2.45% | 2.05% | 99.91% | - |
 Target (TGT) | 2.08% | 1.23% | 99.91% | - |
 Twilio (TWLO) | 1.89% | 2.65% | 93% | - |
 Thermo Fisher (TMO) | 1.66% | 0.92% | 99.91% | - |
 Shopify (SHOP) | 1.44% | 2.25% | 91.81% | - |
 Micron (MU) | 1.41% | 1.13% | 91.38% | - |
 Visa (V) | 1.35% | 1.25% | 99.91% | - |
 Accenture (ACN) | 1.34% | 0.88% | 99.91% | - |
 PayPal (PYPL) | 1.28% | 1.03% | 99.91% | - |
 Prudential (PRU.L) | 1.16% | 0.77% | 94.28% | - |
 Waste Management (WM) | 1.12% | 1.07% | 99.91% | - |
 Crowdstrike (CRWD) | 1.06% | 3.54% | 73.04% | - |
 Cognizant (CTSH) | 1.05% | 0.76% | 99.91% | - |
 ABM (ABM) | 1.04% | 0.73% | 99.91% | - |
 Activision Blizzard, Inc. (ATVI) | 1.04% | 0% | 53.24% | 10/16/2023 |
 Alibaba (BABA) | 0.97% | 1.49% | 99.91% | - |
 Nintendo (NTDOY) | 0.83% | 0.76% | 99.91% | - |
 Disney (DIS) | 0.81% | 0.51% | 99.91% | - |
 SPDR Gold (GLD) | 0.79% | 0% | 47.61% | 6/7/2024 |
 Delta (DAL) | 0.71% | 0.52% | 99.91% | - |
 Bunge (BG) | 0.59% | 0.43% | 80.63% | - |
 Silicon Motion (SIMO) | 0.58% | 0.74% | 72.7% | - |
 Just Eat (TKWY.NV) | 0.58% | 0.54% | 91.38% | - |
 Nio (NIO) | 0.56% | 0.14% | 99.91% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.35% | 9.83% | 5.03% | - |
 PBF Energy (PBF) | 0.33% | 0.2% | 72.95% | - |
 Plug Power (PLUG) | 0.22% | 0.04% | 72.7% | - |
 Playa Hotels (PLYA) | 0.22% | 1.39% | 17.83% | - |
 Novo Nordisk (NOVO-B.CO) | 0.21% | 2.32% | 7.76% | - |
 Rolls-Royce (RR.L) | 0.21% | 2.32% | 17.24% | - |
 BYD (01211.HK) | 0.2% | 0.39% | 19.37% | - |
 AMD (AMD) | 0.2% | 1.2% | 31.66% | - |
 Gold (Non Expiry) (GOLD) | 0.13% | 0% | 20.99% | 9/12/2022 |
 Paramount (PARA) | 0.12% | 0.04% | 99.91% | - |
 ASML (ASML.NV) | 0.09% | 2.27% | 3.67% | - |
 ZEPP Health (ZEPP) | 0.08% | 0% | 18.69% | 3/14/2025 |
 Intel (INTC) | 0.07% | 0% | 10.67% | 12/6/2024 |
 Eli Lilly (LLY) | 0.07% | 1.15% | 6.14% | - |
 MercadoLibre (MELI) | 0.05% | 1.72% | 3.24% | - |
 Sumitomo Mitsui (SMFG) | 0.04% | 1.48% | 3.33% | - |
 TSMC (TSM) | 0.03% | 0.83% | 3.33% | - |
 BAE Systems (BA.L) | 0.03% | 0.91% | 3.16% | - |
 Toyota (TM) | 0.01% | 0.96% | 1.37% | - |
 SAP (SAP.DE) | 0.01% | 0.68% | 1.37% | - |
 Terra Classic (LUNC) | 0% | 0% | 0.51% | 5/18/2022 |
 Terra 2.0 (LUNA2) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 6.05% | 7.92% |
| Microsoft (MSFT) | 5.86% | 7.13% |
| Amazon (AMZN) | 5.08% | 5.89% |
| Netflix (NFLX) | 2.15% | 5.32% |
| NVIDIA (NVDA) | 1.97% | 5.06% |
| Meta (META) | 1.84% | 4% |
| Apple (AAPL) | 2.73% | 3.84% |
| Block Inc. (XYZ) | 5.27% | 3.76% |
| Applied Materials (AMAT) | 2.93% | 3.36% |
| Walmart (WMT) | 2.34% | 3.36% |
| McDonald's (MCD) | 3.12% | 2.92% |
| Bank of America (BAC) | 2.73% | 2.56% |
| Crowdstrike (CRWD) | 1.65% | 2.44% |
| Twilio (TWLO) | 3.71% | 2.33% |
| Shopify (SHOP) | 1.37% | 2.12% |
| Tesla (TSLA) | 1.56% | 1.8% |
| PayPal (PYPL) | 2.15% | 1.54% |
| Target (TGT) | 2.73% | 1.51% |
| Micron (MU) | 1.76% | 1.47% |
| Playa Hotels (PLYA) | 1.17% | 1.4% |
| Visa (V) | 0.98% | 1.28% |
| Thermo Fisher (TMO) | 1.56% | 1.19% |
| Accenture (ACN) | 1.17% | 1.16% |
| iShares Silver Trust (SLV) | 1.17% | 1.13% |
| Silicon Motion (SIMO) | 1.56% | 1.08% |
| Waste Management (WM) | 0.98% | 1% |
| Rolls-Royce (RR.L) | 1.18% | 0.95% |
| Cognizant (CTSH) | 1.07% | 0.89% |
| ABM (ABM) | 0.98% | 0.87% |
| Delta (DAL) | 0.78% | 0.82% |
| Alibaba (BABA) | 1.63% | 0.74% |
| Disney (DIS) | 1.17% | 0.72% |
| Prudential (PRU.L) | 1.37% | 0.67% |
| Nintendo (NTDOY) | 0.61% | 0.65% |
| Bunge (BG) | 0.78% | 0.45% |
| Just Eat (TKWY.NV) | 0.98% | 0.42% |
| AMD (AMD) | 0.78% | 0.42% |
| ZEPP Health (ZEPP) | 0.39% | 0.37% |
| PBF Energy (PBF) | 0.68% | 0.37% |
| Nio (NIO) | 1.17% | 0.18% |
| Plug Power (PLUG) | 0.78% | 0.1% |
| Paramount (PARA) | 0.2% | 0.04% |