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Portfolio Diversification
Range
Most Diversified
35 instruments
October 10, 2023
Least Diversified
0 instruments
May 31, 2024
Average
16.5 instruments
Most Consistent Holdings
Top 5
MSFT64.49%
AAPL61.92%
GOOG59.02%
NVDA53.3%
WISE.L47.42%
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 | 13.74% | 0% | 35.43% | 3/3/2026 |
| Apple (AAPL) | 6.29% | 2.49% | 61.92% | - |
| Microsoft (MSFT) | 6.29% | 2.21% | 64.49% | - |
| Wise (WISE.L) | 4.53% | 0% | 47.42% | 5/28/2025 |
 Amazon (AMZN) | 3.53% | 0% | 31.48% | 12/27/2024 |
 Tesla (TSLA) | 2.95% | 0% | 43.56% | 12/31/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 2.86% | 11.24% | 18.92% | - |
 Alibaba (BABA) | 2.82% | 0% | 35.99% | 4/4/2025 |
| NVIDIA (NVDA) | 2.57% | 0% | 53.3% | 3/30/2026 |
 McDonald's (MCD) | 2.25% | 0% | 18.04% | 3/10/2025 |
| Alphabet (GOOG) | 1.86% | 3.45% | 59.02% | - |
 Gold (Non Expiry) (GOLD) | 1.53% | 28.99% | 14.41% | - |
 Michalhla | 1.49% | 0% | 19.08% | 3/3/2026 |
 Lloyd's (LLOY.L) | 1.33% | 0% | 9.26% | 3/10/2025 |
 Coca-Cola (KO) | 1.17% | 0% | 18.44% | 1/21/2026 |
 US Natural Gas (UNG) | 1.14% | 0% | 29.47% | 3/13/2024 |
 PayPal (PYPL) | 1.08% | 0% | 40.1% | 5/30/2024 |
 Meta (META) | 1.05% | 0% | 34.38% | 5/15/2025 |
 Regeneron (REGN) | 0.94% | 0% | 42.67% | 3/13/2026 |
 Intel (INTC) | 0.93% | 0% | 43.08% | 4/6/2026 |
 Adobe (ADBE) | 0.84% | 0% | 32.69% | 1/9/2026 |
 B&M (BME.L) | 0.82% | 0% | 42.27% | 3/13/2026 |
 TSMC (TSM) | 0.8% | 0% | 4.51% | 10/30/2024 |
 Walmart (WMT) | 0.79% | 0% | 23.67% | 2/21/2025 |
 Starbucks (SBUX) | 0.76% | 0% | 23.83% | 1/8/2026 |
 Biogen (BIIB) | 0.73% | 0% | 38.41% | 2/12/2026 |
 Sea (SE) | 0.67% | 0% | 34.54% | 3/13/2024 |
 PureMomentum | 0.66% | 19.22% | 8.05% | - |
 Lowe's (LOW) | 0.65% | 0% | 34.62% | 1/22/2025 |
 Oil (Non Expiry) (OIL) | 0.63% | 0% | 2.9% | 5/20/2024 |
 Ford (F) | 0.61% | 0% | 21.26% | 3/13/2024 |
 Netflix (NFLX) | 0.55% | 0% | 23.11% | 4/6/2026 |
 Bitcoin (BTC) | 0.52% | 0% | 27.7% | 12/18/2023 |
 Accenture (ACN) | 0.48% | 0% | 7.73% | 2/18/2025 |
 Citi (C) | 0.42% | 0% | 18.6% | 7/29/2025 |
 IBM (IBM) | 0.38% | 11.05% | 11.11% | - |
 Spirit (SAVEQ) | 0.37% | 0% | 18.04% | 3/13/2024 |
 eBay (EBAY) | 0.33% | 0% | 20.77% | 4/16/2024 |
 mick_repo | 0.32% | 0% | 2.74% | 10/1/2024 |
 AT&T (T.US) | 0.29% | 0% | 13.12% | 2/18/2026 |
 Home Depot (HD) | 0.29% | 0% | 4.75% | 12/28/2023 |
 Mamas Creations (MAMA) | 0.24% | 0% | 19% | 8/4/2025 |
 BYD (01211.HK) | 0.19% | 3.52% | 26.89% | - |
 McKesson (MCK) | 0.19% | 0% | 2.58% | 10/30/2024 |
 Lockheed Martin (LMT) | 0.17% | 3.33% | 7.25% | - |
 Northern Trust (NTRS) | 0.15% | 0% | 8.05% | 1/10/2025 |
 Disney (DIS) | 0.15% | 0% | 5.72% | 10/18/2023 |
 easyJet (EZJ.L) | 0.14% | 0% | 13.45% | 5/27/2025 |
 HCA (HCA) | 0.14% | 0% | 10.31% | 4/16/2025 |
 McCormick (MKC) | 0.14% | 0% | 25.44% | 3/13/2026 |
 Novo Nordisk (NOVO-B.CO) | 0.13% | 0% | 6.36% | 5/30/2024 |
 addeprod | 0.13% | 0% | 2.74% | 10/1/2024 |
 UnitedHealth (UNH) | 0.11% | 0% | 2.82% | 4/22/2024 |
 XRP (XRP) | 0.11% | 0% | 27.7% | 12/18/2023 |
 Molina (MOH) | 0.1% | 0% | 24.4% | 3/13/2026 |
 Litecoin (LTC) | 0.1% | 0% | 27.7% | 12/18/2023 |
 Block Inc. (XYZ) | 0.09% | 0% | 10.39% | 12/14/2023 |
 Medtronic (MDT.US) | 0.09% | 0% | 4.83% | 1/31/2025 |
 Waste Management (WM) | 0.09% | 0% | 7% | 4/7/2025 |
 MongoDB (MDB) | 0.09% | 0% | 3.3% | 12/10/2024 |
 eToro Group LTD (ETOR) | 0.08% | 0% | 24.15% | 3/13/2026 |
 iShares Gold Trust (IAU) | 0.08% | 0% | 6.84% | 1/30/2026 |
 Alphabet (GOOGL) | 0.08% | 0% | 1.37% | 10/15/2024 |
 FRA40 Index (Non Expiry) (FRA40) | 0.08% | 4.52% | 1.77% | - |
 Procter & Gamble (PG) | 0.08% | 0% | 3.78% | 5/8/2024 |
 Chevron (CVX.US) | 0.07% | 0% | 1.29% | 5/30/2024 |
 Ethereum Classic (ETC) | 0.07% | 0% | 27.7% | 12/18/2023 |
 Cloudflare (NET) | 0.07% | 0% | 3.46% | 11/22/2024 |
 AppLovin (APP) | 0.06% | 0% | 4.67% | 12/15/2023 |
 NEO (NEO) | 0.06% | 0% | 27.7% | 12/18/2023 |
 Delta (DAL) | 0.06% | 0% | 1.69% | 7/14/2023 |
 PepsiCo (PEP) | 0.06% | 0% | 1.29% | 10/18/2024 |
 Edwards Lifesciences (EW) | 0.06% | 0% | 3.38% | 11/29/2024 |
 Centene (CNC) | 0.06% | 0% | 24.8% | 3/13/2026 |
 Supermicro (SMCI) | 0.05% | 0% | 6.6% | 6/20/2025 |
 ABF (ABF.L) | 0.05% | 0% | 1.13% | 10/18/2024 |
 Amgen (AMGN) | 0.05% | 0% | 7.41% | 7/31/2025 |
 Berkshire Hathaway (BRK.B) | 0.05% | 0% | 1.93% | 12/2/2024 |
 YieldMax AMD Option Income Strategy ETF (AMDY) | 0.04% | 0% | 1.85% | 6/4/2026 |
 HSBC (HSBA.L) | 0.04% | 0% | 2.09% | 2/3/2025 |
 GSK (GSK.L) | 0.04% | 0% | 0.56% | 10/10/2024 |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.04% | 2.22% | 1.77% | - |
 Colgate (CL) | 0.04% | 0% | 0.97% | 11/27/2024 |
 CVS Health (CVS) | 0.03% | 0% | 0.89% | 7/28/2023 |
 UPS (UPS) | 0.03% | 0% | 2.17% | 4/5/2023 |
 BOGG (BGEO.L) | 0.03% | 0% | 2.74% | 7/27/2023 |
 Broadcom (AVGO) | 0.03% | 0% | 4.67% | 3/13/2026 |
 Brent Oil (Non Expiry) (EuroOIL) | 0.03% | 0% | 1.29% | 3/19/2026 |
 ProShares UltraPro QQQ (TQQQ) | 0.03% | 0% | 4.67% | 1/14/2026 |
 Synopsys (SNPS) | 0.03% | 0% | 1.21% | 11/14/2024 |
 Silver (Non Expiry) (SILVER) | 0.03% | 0% | 2.09% | 2/2/2026 |
 Welltower (WELL.US) | 0.03% | 0% | 2.58% | 3/9/2026 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.03% | 0% | 11.27% | 10/6/2025 |
 Linde (LIN) | 0.03% | 0% | 1.37% | 1/27/2025 |
 Cenovus (CVE) | 0.03% | 0% | 0.56% | 10/7/2024 |
 Energy Transfer (ET) | 0.02% | 0% | 0.81% | 11/25/2024 |
 Sui (SUI) | 0.02% | 0% | 0.56% | 1/3/2025 |
 Invesco QQQ (QQQ) | 0.02% | 0% | 2.9% | 12/24/2025 |
 Jack Henry (JKHY) | 0.02% | 0% | 2.33% | 5/29/2025 |
 Dogecoin (DOGE) | 0.02% | 0% | 27.7% | 12/18/2023 |
 Palo Alto Networks (PANW) | 0.02% | 0% | 2.82% | 6/27/2025 |
 Allstate (ALL) | 0.02% | 0% | 0.72% | 3/27/2024 |
 Union Pacific (UNP) | 0.02% | 0% | 0.4% | 1/8/2025 |
 Jacobs (J) | 0.01% | 0% | 0.48% | 10/7/2024 |
 Stellar (XLM) | 0.01% | 0% | 27.7% | 12/18/2023 |
 Hewlett Packard Enterprise (HPE) | 0.01% | 0% | 0.32% | 3/6/2024 |
 Comcast (CMCSA) | 0.01% | 0% | 1.29% | 5/8/2025 |
 Progressive (PGR) | 0.01% | 0% | 0.4% | 11/13/2024 |
 Robinhood Markets Inc. (HOOD) | 0.01% | 0% | 0.64% | 7/1/2025 |
 Hess (HES) | 0.01% | 0% | 1.29% | 5/14/2025 |
 Coca-Cola Consolidated (COKE) | 0.01% | 0% | 0.08% | 4/28/2026 |
 Aon (AON) | 0.01% | 0% | 1.05% | 5/20/2025 |
 Elevance Health (ELV) | 0.01% | 0% | 1.61% | 3/10/2025 |
 Philip Morris (PM) | 0.01% | 0% | 0.16% | 10/25/2024 |
 AstraZeneca (AZN) | 0.01% | 0% | 0.16% | 3/13/2024 |
 Micron (MU) | 0.01% | 0% | 0.48% | 3/30/2023 |
 Kimberly-Clark (KMB) | 0.01% | 0% | 0.4% | 11/20/2024 |
 AES (AES) | 0.01% | 0% | 1.61% | 5/20/2025 |
 EUR/USD (EURUSD) | 0% | 0% | 0.24% | 3/22/2024 |
 LKQ (LKQ) | 0% | 0% | 1.05% | 5/21/2025 |
 Nuvation Bio (NUVB) | 0% | 0% | 0.48% | 10/17/2024 |
 GBP/USD (GBPUSD) | 0% | 0% | 1.45% | 7/14/2025 |
 Norsk Hydro (NHY.OL) | 0% | 0% | 1.13% | 5/19/2025 |
 Baxter (BAX) | 0% | 0% | 0.97% | 2/28/2025 |
 Enbridge (ENB) | 0% | 0% | 0.16% | 3/13/2024 |
 Arthur J. Gallagher (AJG) | 0% | 0% | 1.21% | 5/21/2025 |
 Church & Dwight (CHD) | 0% | 0% | 0.48% | 5/21/2025 |
 Xcel Energy (XEL) | 0% | 0% | 0.16% | 3/20/2024 |
 Bristol-Myers Squibb (BMY) | 0% | 0% | 0.4% | 5/6/2025 |
 Texas Pacific (TPL) | 0% | 0% | 1.13% | 10/23/2023 |
 Paccar (PCAR) | 0% | 0% | 0.56% | 2/4/2026 |
 Bank of America (BAC) | 0% | 0% | 0.4% | 4/5/2023 |
 FedEx (FDX) | 0% | 0% | 0.24% | 2/5/2026 |
 ACM Research (ACMR) | 0% | 0% | 0.72% | 10/18/2023 |
 GlaxoSmithKline (GSK) | 0% | 0% | 0.24% | 2/27/2025 |
 Qualcomm (QCOM) | 0% | 0% | 0.08% | 1/8/2026 |
 Tesla (TSLA.RTH) | 0% | 0% | 0.08% | 10/24/2024 |
 Loews (L) | 0% | 0% | 0.16% | 5/1/2025 |
 Aspen Insurance Holdings Limited (AHL) | 0% | 0% | 0.32% | 5/12/2025 |
 ExxonMobil (XOM) | 0% | 0% | 0.08% | 12/12/2025 |
 AbbVie (ABBV) | 0% | 0% | 0.08% | 4/29/2025 |
 Dormant Stock15558 (Drm.15558) | 0% | 0.08% | 0.24% | - |
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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