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Portfolio Diversification
Range
Most Diversified
35 instruments
October 10, 2023
Least Diversified
0 instruments
May 31, 2024
Average
17.1 instruments
Most Consistent Holdings
Top 5
MSFT67.59%
GOOG61.51%
AAPL59.77%
NVDA55.52%
WISE.L51.17%
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 |
|---|---|---|---|---|
 thomaspj | 14.82% | 0% | 38.23% | 3/3/2026 |
| Microsoft (MSFT) | 6.75% | 0% | 67.59% | 8/26/2025 |
| Apple (AAPL) | 6.5% | 9.73% | 59.77% | - |
| Wise (WISE.L) | 4.89% | 0% | 51.17% | 5/28/2025 |
 Amazon (AMZN) | 3.81% | 0% | 33.97% | 12/27/2024 |
 Tesla (TSLA) | 3.18% | 0% | 47% | 12/31/2024 |
 Alibaba (BABA) | 3.04% | 0% | 38.84% | 4/4/2025 |
| NVIDIA (NVDA) | 2.75% | 0.71% | 55.52% | - |
 SPX500 Index (Non Expiry) (SPX500) | 2.52% | 4.29% | 13.03% | - |
 McDonald's (MCD) | 2.43% | 0% | 19.46% | 3/10/2025 |
| Alphabet (GOOG) | 1.94% | 0% | 61.51% | 2/4/2026 |
 Michalhla | 1.61% | 0% | 20.59% | 3/3/2026 |
 Lloyd's (LLOY.L) | 1.43% | 0% | 9.99% | 3/10/2025 |
 Coca-Cola (KO) | 1.26% | 0% | 19.9% | 1/21/2026 |
 US Natural Gas (UNG) | 1.23% | 0% | 31.8% | 3/13/2024 |
 PayPal (PYPL) | 1.17% | 0% | 43.27% | 5/30/2024 |
 Meta (META) | 1.14% | 0% | 37.1% | 5/15/2025 |
 Regeneron (REGN) | 1% | 1.35% | 45.53% | - |
 Intel (INTC) | 0.97% | 1.19% | 43.96% | - |
 Adobe (ADBE) | 0.91% | 0% | 35.27% | 1/9/2026 |
 B&M (BME.L) | 0.88% | 1.38% | 45.09% | - |
 TSMC (TSM) | 0.86% | 0% | 4.87% | 10/30/2024 |
 Walmart (WMT) | 0.86% | 0% | 25.54% | 2/21/2025 |
 Starbucks (SBUX) | 0.82% | 0% | 25.72% | 1/8/2026 |
 Biogen (BIIB) | 0.79% | 0% | 41.44% | 2/12/2026 |
 Sea (SE) | 0.73% | 0% | 37.27% | 3/13/2024 |
 Lowe's (LOW) | 0.7% | 0% | 37.36% | 1/22/2025 |
 Oil (Non Expiry) (OIL) | 0.68% | 0% | 3.13% | 5/20/2024 |
 Ford (F) | 0.66% | 0% | 22.94% | 3/13/2024 |
 Bitcoin (BTC) | 0.56% | 0% | 29.89% | 12/18/2023 |
 Netflix (NFLX) | 0.55% | 1.68% | 22.42% | - |
 Accenture (ACN) | 0.52% | 0% | 8.34% | 2/18/2025 |
 Citi (C) | 0.45% | 0% | 20.07% | 7/29/2025 |
 Spirit (SAVEQ) | 0.4% | 0% | 19.46% | 3/13/2024 |
 Gold (Non Expiry) (GOLD) | 0.37% | 0% | 8.6% | 3/3/2026 |
 eBay (EBAY) | 0.36% | 0% | 22.42% | 4/16/2024 |
 mick_repo | 0.34% | 0% | 2.95% | 10/1/2024 |
 AT&T (T) | 0.32% | 0% | 14.16% | 2/18/2026 |
 Home Depot (HD) | 0.31% | 0% | 5.13% | 12/28/2023 |
 Mamas Creations (MAMA) | 0.26% | 0% | 20.5% | 8/4/2025 |
 McKesson (MCK) | 0.2% | 0% | 2.78% | 10/30/2024 |
 Northern Trust (NTRS) | 0.16% | 0% | 8.69% | 1/10/2025 |
 Disney (DIS) | 0.16% | 0% | 6.17% | 10/18/2023 |
 easyJet (EZJ.L) | 0.16% | 0% | 14.51% | 5/27/2025 |
 HCA (HCA) | 0.15% | 0% | 11.12% | 4/16/2025 |
 McCormick (MKC) | 0.15% | 0.47% | 26.93% | - |
 Novo Nordisk (NOVO-B.CO) | 0.14% | 0% | 6.86% | 5/30/2024 |
 addeprod | 0.14% | 0% | 2.95% | 10/1/2024 |
 UnitedHealth (UNH) | 0.12% | 0% | 3.04% | 4/22/2024 |
 XRP (XRP) | 0.11% | 0% | 29.89% | 12/18/2023 |
 Molina (MOH) | 0.11% | 0.3% | 25.8% | - |
 Litecoin (LTC) | 0.11% | 0% | 29.89% | 12/18/2023 |
 BYD (01211.HK) | 0.1% | 0.42% | 21.63% | - |
 Block Inc. (XYZ) | 0.1% | 0% | 11.21% | 12/14/2023 |
 Medtronic (MDT.US) | 0.1% | 0% | 5.21% | 1/31/2025 |
 Waste Management (WM) | 0.1% | 0% | 7.56% | 4/7/2025 |
 MongoDB (MDB) | 0.09% | 0% | 3.56% | 12/10/2024 |
 eToro Group LTD (ETOR) | 0.09% | 0.22% | 25.54% | - |
 iShares Gold Trust (IAU) | 0.09% | 0% | 7.38% | 1/30/2026 |
 Alphabet (GOOGL) | 0.08% | 0% | 1.48% | 10/15/2024 |
 Procter & Gamble (PG) | 0.08% | 0% | 4.08% | 5/8/2024 |
 PureMomentum | 0.07% | 4.19% | 1.65% | - |
 Chevron (CVX) | 0.07% | 0% | 1.39% | 5/30/2024 |
 Ethereum Classic (ETC) | 0.07% | 0% | 29.89% | 12/18/2023 |
 Cloudflare (NET) | 0.07% | 0% | 3.74% | 11/22/2024 |
 AppLovin (APP) | 0.07% | 0% | 5.04% | 12/15/2023 |
 NEO (NEO) | 0.07% | 0% | 29.89% | 12/18/2023 |
 Delta (DAL) | 0.07% | 0% | 1.82% | 7/14/2023 |
 PepsiCo (PEP) | 0.06% | 0% | 1.39% | 10/18/2024 |
 Edwards Lifesciences (EW) | 0.06% | 0% | 3.65% | 11/29/2024 |
 IBM (IBM) | 0.06% | 2.35% | 4.6% | - |
 Centene (CNC) | 0.06% | 0.23% | 26.24% | - |
 Supermicro (SMCI) | 0.06% | 0% | 7.12% | 6/20/2025 |
 ABF (ABF.L) | 0.06% | 0% | 1.22% | 10/18/2024 |
 Amgen (AMGN) | 0.05% | 0% | 7.99% | 7/31/2025 |
 Berkshire Hathaway (BRK.B) | 0.05% | 0% | 2.09% | 12/2/2024 |
 HSBC (HSBA.L) | 0.04% | 0% | 2.26% | 2/3/2025 |
 GSK (GSK.L) | 0.04% | 0% | 0.61% | 10/10/2024 |
 Colgate (CL) | 0.04% | 0% | 1.04% | 11/27/2024 |
 CVS Health (CVS) | 0.04% | 0% | 0.96% | 7/28/2023 |
 UPS (UPS) | 0.04% | 0% | 2.35% | 4/5/2023 |
 BOGG (BGEO.L) | 0.04% | 0% | 2.95% | 7/27/2023 |
 ProShares UltraPro QQQ (TQQQ) | 0.03% | 0% | 5.04% | 1/14/2026 |
 Synopsys (SNPS) | 0.03% | 0% | 1.3% | 11/14/2024 |
 Silver (Non Expiry) (SILVER) | 0.03% | 0% | 2.26% | 2/2/2026 |
 Broadcom (AVGO) | 0.03% | 0.73% | 4.52% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.03% | 0% | 12.16% | 10/6/2025 |
 Welltower (WELL) | 0.03% | 1.19% | 2.61% | - |
 Linde (LIN) | 0.03% | 0% | 1.48% | 1/27/2025 |
 Cenovus (CVE) | 0.03% | 0% | 0.61% | 10/7/2024 |
 Energy Transfer (ET) | 0.02% | 0% | 0.87% | 11/25/2024 |
 Sui (SUI) | 0.02% | 0% | 0.61% | 1/3/2025 |
 Invesco QQQ (QQQ) | 0.02% | 0% | 3.13% | 12/24/2025 |
 Jack Henry (JKHY) | 0.02% | 0% | 2.52% | 5/29/2025 |
 Dogecoin (DOGE) | 0.02% | 0% | 29.89% | 12/18/2023 |
 Palo Alto Networks (PANW) | 0.02% | 0% | 3.04% | 6/27/2025 |
 Allstate (ALL) | 0.02% | 0% | 0.78% | 3/27/2024 |
 Union Pacific (UNP) | 0.02% | 0% | 0.43% | 1/8/2025 |
 Jacobs (J) | 0.01% | 0% | 0.52% | 10/7/2024 |
 Stellar (XLM) | 0.01% | 0% | 29.89% | 12/18/2023 |
 Hewlett Packard Enterprise (HPE) | 0.01% | 0% | 0.35% | 3/6/2024 |
 Comcast (CMCSA) | 0.01% | 0% | 1.39% | 5/8/2025 |
 Progressive (PGR) | 0.01% | 0% | 0.43% | 11/13/2024 |
 Robinhood Markets Inc. (HOOD) | 0.01% | 0% | 0.7% | 7/1/2025 |
 Lockheed Martin (LMT) | 0.01% | 2.11% | 0.43% | - |
 Hess (HES) | 0.01% | 0% | 1.39% | 5/14/2025 |
 Aon (AON) | 0.01% | 0% | 1.13% | 5/20/2025 |
 Elevance Health (ELV) | 0.01% | 0% | 1.74% | 3/10/2025 |
 Brent Oil (Non Expiry) (EuroOIL) | 0.01% | 2.45% | 0.35% | - |
 Philip Morris (PM) | 0.01% | 0% | 0.17% | 10/25/2024 |
 AstraZeneca (AZN) | 0.01% | 0% | 0.17% | 3/13/2024 |
 Micron (MU) | 0.01% | 0% | 0.52% | 3/30/2023 |
 Kimberly-Clark (KMB) | 0.01% | 0% | 0.43% | 11/20/2024 |
 AES (AES) | 0.01% | 0% | 1.74% | 5/20/2025 |
 EUR/USD (EURUSD) | 0.01% | 0% | 0.26% | 3/22/2024 |
 LKQ (LKQ) | 0.01% | 0% | 1.13% | 5/21/2025 |
 Nuvation Bio (NUVB) | 0% | 0% | 0.52% | 10/17/2024 |
 GBP/USD (GBPUSD) | 0% | 0% | 1.56% | 7/14/2025 |
 Norsk Hydro (NHY.OL) | 0% | 0% | 1.22% | 5/19/2025 |
 Baxter (BAX) | 0% | 0% | 1.04% | 2/28/2025 |
 Enbridge (ENB) | 0% | 0% | 0.17% | 3/13/2024 |
 Arthur J. Gallagher (AJG) | 0% | 0% | 1.3% | 5/21/2025 |
 Church & Dwight (CHD) | 0% | 0% | 0.52% | 5/21/2025 |
 Xcel Energy (XEL) | 0% | 0% | 0.17% | 3/20/2024 |
 Bristol-Myers Squibb (BMY) | 0% | 0% | 0.43% | 5/6/2025 |
 Texas Pacific (TPL) | 0% | 0% | 1.22% | 10/23/2023 |
 Paccar (PCAR) | 0% | 0% | 0.61% | 2/4/2026 |
 Bank of America (BAC) | 0% | 0% | 0.43% | 4/5/2023 |
 FedEx (FDX) | 0% | 0% | 0.26% | 2/5/2026 |
 ACM Research (ACMR) | 0% | 0% | 0.78% | 10/18/2023 |
 GlaxoSmithKline (GSK) | 0% | 0% | 0.26% | 2/27/2025 |
 Qualcomm (QCOM) | 0% | 0% | 0.09% | 1/8/2026 |
 Tesla (TSLA.RTH) | 0% | 0% | 0.09% | 10/24/2024 |
 Loews (L) | 0% | 0% | 0.17% | 5/1/2025 |
 Aspen Insurance Holdings Limited (AHL) | 0% | 0% | 0.35% | 5/12/2025 |
 ExxonMobil (XOM) | 0% | 0% | 0.09% | 12/12/2025 |
 AbbVie (ABBV) | 0% | 0% | 0.09% | 4/29/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| thomaspj | 50.49% | 50.16% |
| Apple (AAPL) | 15.99% | 17.68% |
| Michalhla | 9.2% | 8.95% |
| Alphabet (GOOG) | 2.72% | 3.28% |
| Adobe (ADBE) | 2.27% | 2.35% |
| Gold (Non Expiry) (GOLD) | 2.27% | 2.31% |
| Intel (INTC) | 1.48% | 2.19% |
| Netflix (NFLX) | 1.7% | 1.53% |
| Biogen (BIIB) | 1.48% | 1.49% |
| Regeneron (REGN) | 1.7% | 1.33% |
| B&M (BME.L) | 2.38% | 1.25% |
| iShares Gold Trust (IAU) | 1.13% | 1.15% |
| NVIDIA (NVDA) | 0.57% | 0.72% |
| ProShares UltraPro QQQ (TQQQ) | 0.68% | 0.65% |
| McCormick (MKC) | 0.57% | 0.47% |
| BYD (01211.HK) | 0.57% | 0.41% |
| Molina (MOH) | 0.68% | 0.35% |
| eToro Group LTD (ETOR) | 0.45% | 0.23% |
| Centene (CNC) | 0.34% | 0.21% |
Cash & Instruments Over Time
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