Portfolio Diversification
Range
Most Diversified
72 instruments
September 14, 2024
Least Diversified
0 instruments
February 2, 2025
Average
69.1 instruments
Most Consistent Holdings
Top 5
T99.91%
VZ99.91%
TSLA99.91%
NOK99.91%
ADSK99.91%
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 |
|---|---|---|---|---|
| Autodesk (ADSK) | 7.06% | 5.24% | 99.91% | - |
 NVIDIA (NVDA) | 4.68% | 3.28% | 99.91% | - |
 Harmony Gold (HMY) | 4.63% | 8.51% | 99.91% | - |
 Oracle (ORCL) | 4.01% | 2.08% | 99.91% | - |
 Vanguard Total Bond Market ETF (BND) | 3.9% | 3.47% | 99.91% | - |
 Bitcoin (BTC) | 3.43% | 7.49% | 99.91% | - |
 SPDR Gold (GLD) | 3.09% | 3.91% | 99.91% | - |
 First Solar (FSLR) | 3.06% | 0% | 84.31% | 10/18/2024 |
 Meta (META) | 3.03% | 0% | 93.61% | 3/11/2025 |
 Microsoft (MSFT) | 2.77% | 2.79% | 96.68% | - |
 iShares Core Dividend Growth ETF (DGRO) | 2.72% | 2.35% | 99.91% | - |
| AT&T (T) | 2.72% | 3.07% | 99.91% | - |
 JFrog (FROG) | 2.59% | 1% | 99.91% | - |
| Tesla (TSLA) | 2.23% | 3.9% | 99.91% | - |
 Gen Digital (GEN) | 2.09% | 1.78% | 99.91% | - |
 Atlassian (TEAM) | 2.01% | 1.8% | 99.32% | - |
 U.S. Steel (X) | 1.95% | 2.08% | 99.91% | - |
 Merck (MRK) | 1.91% | 0% | 85.85% | 11/5/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.9% | 3.15% | 99.91% | - |
 MongoDB (MDB) | 1.7% | 0.77% | 94.63% | - |
 AMD (AMD) | 1.65% | 2.28% | 99.91% | - |
 Balfour Beatty (BBY.L) | 1.45% | 1.46% | 99.91% | - |
 Fastenal (FAST) | 1.4% | 1.52% | 99.91% | - |
 TRON (TRX) | 1.37% | 2.6% | 99.91% | - |
 Rolls-Royce (RR.L) | 1.36% | 3.07% | 99.91% | - |
 Apple (AAPL) | 1.36% | 0% | 98.55% | 4/4/2025 |
 STMicroelectronics (STMMI.MI) | 1.23% | 0% | 58.23% | 12/14/2023 |
 Western Digital (WDC) | 1.18% | 0% | 85.85% | 11/5/2024 |
 Coca-Cola (KO) | 1.12% | 0% | 85.85% | 11/5/2024 |
 Micron (MU) | 1.11% | 0% | 96.5% | 3/11/2025 |
 Canadian Solar (CSIQ) | 1.1% | 0.24% | 99.91% | - |
 NXP (NXPI) | 1.08% | 0% | 85.85% | 11/5/2024 |
 Sunrun (RUN) | 1.02% | 0.29% | 99.91% | - |
 NextEra (NEE) | 1.02% | 0.73% | 99.91% | - |
 Cisco (CSCO) | 0.93% | 0% | 84.31% | 10/18/2024 |
| Nokia (NOK) | 0.93% | 0.86% | 99.91% | - |
 SunPower (SPWRQ) | 0.86% | 0% | 82.52% | 9/26/2024 |
 Atos (ATO.PA) | 0.86% | 0.05% | 99.91% | - |
| Verizon (VZ) | 0.84% | 0.71% | 99.91% | - |
 Roblox (RBLX) | 0.8% | 0.96% | 96.93% | - |
 Dynatrace (DT) | 0.79% | 0% | 82.95% | 11/5/2024 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.77% | 0.17% | 99.91% | - |
 Unity (U) | 0.76% | 0.31% | 99.91% | - |
 Bayer (BAYN.DE) | 0.76% | 0.29% | 99.91% | - |
 Amazon (AMZN) | 0.75% | 0% | 85.85% | 11/5/2024 |
 Vestas (VWS.CO) | 0.74% | 0.32% | 99.91% | - |
 ARK Space Exploration And Innovation ETF (ARKX) | 0.71% | 0% | 93.52% | 2/4/2025 |
 iRobot (IRBT) | 0.7% | 0.03% | 99.91% | - |
 Peloton (PTON) | 0.58% | 0.35% | 92.16% | - |
 Virgin Galactic (SPCE) | 0.54% | 0.02% | 96.68% | - |
 Valneva (VLA.PA) | 0.54% | 0.2% | 99.91% | - |
 Supermicro (SMCI) | 0.51% | 1.53% | 13.21% | - |
 ZCASH (ZEC) | 0.51% | 0.25% | 99.91% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.42% | 0.14% | 99.91% | - |
 Warner Bros Discovery (WBD) | 0.36% | 0.22% | 91.3% | - |
 Litecoin (LTC) | 0.33% | 0.24% | 99.91% | - |
 SPDR S&P 500 ETF (SPY) | 0.32% | 0% | 31.71% | 1/31/2023 |
 Entegris (ENTG) | 0.31% | 0.19% | 88.92% | - |
 Bitcoin Cash (BCH) | 0.3% | 0.32% | 99.91% | - |
 Stellar (XLM) | 0.29% | 0.39% | 99.91% | - |
 UiPath (PATH) | 0.28% | 0.41% | 41.69% | - |
 Tezos (XTZ) | 0.26% | 0.08% | 99.91% | - |
 FuelCell Energy (FCEL) | 0.23% | 0.01% | 99.91% | - |
 Mandiant Inc (MNDT) | 0.23% | 0% | 21.06% | 9/13/2022 |
 Intel (INTC) | 0.23% | 3.06% | 12.62% | - |
 Novavax (NVAX) | 0.22% | 0.05% | 99.91% | - |
 Nio (NIO) | 0.22% | 0.06% | 99.91% | - |
 Cardano (ADA) | 0.21% | 0.2% | 99.91% | - |
 Dell (DELL) | 0.21% | 1.37% | 12.79% | - |
 Dogecoin (DOGE) | 0.19% | 0.2% | 99.91% | - |
 Plug Power (PLUG) | 0.16% | 0.01% | 99.91% | - |
 Disney (DIS) | 0.16% | 0% | 37.94% | 11/5/2024 |
 Sunworks (SUNWQ) | 0.13% | 0% | 63.6% | 2/15/2024 |
 IOTA (MIOTA) | 0.11% | 0.05% | 99.91% | - |
 EOS (EOS) | 0.1% | 0.05% | 99.91% | - |
 Pfizer (PFE) | 0.1% | 0% | 4.69% | 2/24/2022 |
 easyJet (EZJ.L) | 0.09% | 0% | 4.69% | 2/24/2022 |
 TSMC (TSM) | 0.07% | 4.9% | 1.36% | - |
 IBM (IBM) | 0.07% | 0% | 4.69% | 2/24/2022 |
 Johnson & Johnson (JNJ) | 0.06% | 0% | 5.03% | 2/28/2022 |
 Mastercard (MA) | 0.01% | 0% | 0.94% | 1/11/2022 |
 Flare (FLR) | 0.01% | 0.02% | 67.95% | - |
 Gogoro (GGR) | 0% | 0% | 0.6% | 9/20/2024 |
 Songbird (SGB) | 0% | 0% | 6.22% | 3/12/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 5.16% | 10.24% |
| Tesla (TSLA) | 5.5% | 8% |
| Bitcoin (BTC) | 0.78% | 5.8% |
| Autodesk (ADSK) | 5.2% | 5.62% |
| Meta (META) | 1.96% | 4.46% |
| Harmony Gold (HMY) | 1.78% | 3.74% |
| Supermicro (SMCI) | 2.28% | 3.71% |
| Vanguard Total Bond Market ETF (BND) | 4% | 3.24% |
| Microsoft (MSFT) | 2.2% | 3.02% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 4.02% | 2.97% |
| AMD (AMD) | 3.2% | 2.96% |
| SPDR Gold (GLD) | 2.16% | 2.91% |
| TRON (TRX) | 0.36% | 2.55% |
| Oracle (ORCL) | 1.03% | 2.54% |
| AT&T (T) | 3.2% | 2.43% |
| iShares Core Dividend Growth ETF (DGRO) | 1.78% | 2.33% |
| JFrog (FROG) | 2.24% | 2.24% |
| Rolls-Royce (RR.L) | 0.9% | 2.21% |
| Atlassian (TEAM) | 2.03% | 2.04% |
| Gen Digital (GEN) | 1.53% | 1.87% |
| Dell (DELL) | 2.15% | 1.75% |
| U.S. Steel (X) | 0.83% | 1.6% |
| Intel (INTC) | 1.98% | 1.53% |
| Apple (AAPL) | 0.81% | 1.44% |
| Balfour Beatty (BBY.L) | 0.96% | 1.41% |
| Fastenal (FAST) | 0.87% | 1.26% |
| MongoDB (MDB) | 1.6% | 1.06% |
| Micron (MU) | 0.93% | 0.92% |
| Roblox (RBLX) | 1.01% | 0.88% |
| ARK Space Exploration And Innovation ETF (ARKX) | 0.81% | 0.74% |
| NextEra (NEE) | 0.93% | 0.74% |
| Nokia (NOK) | 0.81% | 0.7% |
| Verizon (VZ) | 0.9% | 0.61% |
| Peloton (PTON) | 0.99% | 0.53% |
| Stellar (XLM) | 0.51% | 0.5% |
| UiPath (PATH) | 1.01% | 0.47% |
| ZCASH (ZEC) | 0.71% | 0.42% |
| Bitcoin Cash (BCH) | 0.46% | 0.39% |
| Dogecoin (DOGE) | 0.67% | 0.38% |
| Vestas (VWS.CO) | 0.86% | 0.38% |
| Sunrun (RUN) | 0.81% | 0.37% |
| Unity (U) | 2.21% | 0.34% |
| Canadian Solar (CSIQ) | 1.62% | 0.34% |
| Litecoin (LTC) | 0.54% | 0.31% |
| Bayer (BAYN.DE) | 0.81% | 0.3% |
| Warner Bros Discovery (WBD) | 0.67% | 0.27% |
| Entegris (ENTG) | 0.29% | 0.26% |
| Cardano (ADA) | 0.81% | 0.25% |
| Atos (ATO.PA) | 2.16% | 0.23% |
| Valneva (VLA.PA) | 0.94% | 0.21% |
| Tezos (XTZ) | 0.47% | 0.19% |
| ProShares UltraPro Short QQQ (SQQQ) | 1.78% | 0.13% |
| iRobot (IRBT) | 1.36% | 0.12% |
| IOTA (MIOTA) | 0.4% | 0.08% |
| iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 1.66% | 0.08% |
| Nio (NIO) | 0.86% | 0.07% |
| EOS (EOS) | 0.31% | 0.06% |
| Novavax (NVAX) | 1.59% | 0.06% |
| Virgin Galactic (SPCE) | 1.11% | 0.04% |
| Flare (FLR) | 0.03% | 0.02% |
| FuelCell Energy (FCEL) | 0.84% | 0.02% |
| Plug Power (PLUG) | 0.82% | 0.02% |
| Songbird (SGB) | 0% | 0% |
| Sunworks (SUNWQ) | 0.93% | 0% |
| SunPower (SPWRQ) | 2.01% | 0% |