Portfolio Diversification
Range
Most Diversified
101 instruments
December 28, 2023
Least Diversified
0 instruments
February 2, 2025
Average
97.2 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
GOOG99.87%
META99.87%
MSFT99.87%
AMZN99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 5.39% | 0% | 99.87% | 2/1/2025 |
 Reckitt (RKT.L) | 3.05% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 2.91% | 0% | 99.87% | 2/1/2025 |
 Alibaba (BABA) | 2.72% | 0% | 99.87% | 2/1/2025 |
| Microsoft (MSFT) | 2.58% | 0% | 99.87% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 2.52% | 0% | 54.85% | 2/1/2025 |
 AT&T (T) | 2.38% | 0% | 99.87% | 2/1/2025 |
 Invesco QQQ (QQQ) | 2.36% | 0% | 99.87% | 2/1/2025 |
 iShares Semiconductor ETF (SOXX) | 2.32% | 0% | 99.87% | 2/1/2025 |
 Rolls-Royce (RR.L) | 2.26% | 0% | 99.87% | 2/1/2025 |
 Tencent (0700.HK) | 2.25% | 0% | 99.87% | 2/1/2025 |
 NVIDIA (NVDA) | 2.18% | 0% | 74.63% | 7/25/2024 |
| Alphabet (GOOG) | 2.03% | 0% | 99.87% | 2/1/2025 |
 PDD Holdings (PDD) | 1.91% | 0% | 99.87% | 2/1/2025 |
 Lockheed Martin (LMT) | 1.6% | 0% | 99.87% | 2/1/2025 |
| Apple (AAPL) | 1.54% | 0% | 99.87% | 2/1/2025 |
 Airbnb (ABNB) | 1.48% | 0% | 99.87% | 2/1/2025 |
 First Solar (FSLR) | 1.43% | 0% | 99.87% | 2/1/2025 |
 Netflix (NFLX) | 1.14% | 0% | 92.43% | 2/1/2025 |
 JPMorgan (JPM) | 1.13% | 0% | 99.87% | 2/1/2025 |
 Industrial Select Sector SPDR (XLI) | 1.1% | 0% | 99.87% | 2/1/2025 |
 Ishares Nasdaq Biotechnology (IBB) | 1.1% | 0% | 99.87% | 2/1/2025 |
 Goldman Sachs (GS) | 1.09% | 0% | 99.87% | 2/1/2025 |
 Mastercard (MA) | 1.02% | 0% | 99.87% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 0.99% | 0% | 53.52% | 2/15/2024 |
 Walmart (WMT) | 0.94% | 0% | 99.87% | 2/1/2025 |
 AMD (AMD) | 0.91% | 0% | 99.87% | 2/1/2025 |
 Bank of America (BAC) | 0.9% | 0% | 99.87% | 2/1/2025 |
 STAG (STAG) | 0.89% | 0% | 99.87% | 2/1/2025 |
 Palantir (PLTR) | 0.89% | 0% | 99.87% | 2/1/2025 |
 Tesla (TSLA) | 0.89% | 0% | 99.87% | 2/1/2025 |
 Visa (V) | 0.86% | 0% | 99.87% | 2/1/2025 |
 Liberty Global (LBTYK) | 0.78% | 0% | 99.87% | 2/1/2025 |
 AIXTRON (AIXA.DE) | 0.76% | 0% | 99.87% | 2/1/2025 |
 Rio Tinto (RIO) | 0.75% | 0% | 99.87% | 2/1/2025 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.72% | 0% | 99.87% | 2/1/2025 |
 Invesco Solar ETF (TAN) | 0.71% | 0% | 99.87% | 2/1/2025 |
 Salesforce (CRM) | 0.67% | 0% | 99.87% | 2/1/2025 |
 Sea (SE) | 0.66% | 0% | 99.87% | 2/1/2025 |
 Equinix (EQIX) | 0.65% | 0% | 99.87% | 2/1/2025 |
 SolarEdge (SEDG) | 0.64% | 0% | 99.87% | 2/1/2025 |
 ASML (ASML) | 0.63% | 0% | 99.87% | 2/1/2025 |
 Verizon (VZ) | 0.62% | 0% | 99.87% | 2/1/2025 |
 Wetherspoon (JDW.L) | 0.62% | 0% | 99.87% | 2/1/2025 |
 Splunk Inc (SPLK) | 0.6% | 0% | 57.9% | 3/20/2024 |
 Qualcomm (QCOM) | 0.59% | 0% | 99.87% | 2/1/2025 |
 Digital Realty (DLR) | 0.58% | 0% | 99.87% | 2/1/2025 |
 WP Carey (WPC) | 0.56% | 0% | 99.87% | 2/1/2025 |
 CRISPR Therapeutics (CRSP) | 0.56% | 0% | 99.87% | 2/1/2025 |
 Baidu (BIDU) | 0.55% | 0% | 99.87% | 2/1/2025 |
 Wells Fargo (WFC) | 0.54% | 0% | 99.87% | 2/1/2025 |
 American Tower (AMT) | 0.52% | 0% | 99.87% | 2/1/2025 |
 Spirit AeroSystems (SPR) | 0.52% | 0% | 58.3% | 2/1/2025 |
 ARK Genomic Revolution ETF (ARKG) | 0.51% | 0% | 99.87% | 2/1/2025 |
 Sarepta (SRPT) | 0.49% | 0% | 99.87% | 2/1/2025 |
 Qudian (QD) | 0.49% | 0% | 99.87% | 2/1/2025 |
 Paccar (PCAR) | 0.49% | 0% | 99.87% | 2/1/2025 |
 Dynatrace (DT) | 0.48% | 0% | 99.87% | 2/1/2025 |
 Nio (NIO) | 0.47% | 0% | 99.87% | 2/1/2025 |
 AeroVironment (AVAV) | 0.46% | 0% | 99.87% | 2/1/2025 |
 ARK Fintech Innovation ETF (ARKF) | 0.46% | 0% | 99.87% | 2/1/2025 |
 Alibaba (9988.HK) | 0.46% | 0% | 99.87% | 2/1/2025 |
 Affirm (AFRM) | 0.45% | 0% | 99.87% | 2/1/2025 |
 Intel (INTC) | 0.44% | 0% | 99.87% | 2/1/2025 |
 First Majestic (AG) | 0.41% | 0% | 99.87% | 2/1/2025 |
 Plug Power (PLUG) | 0.4% | 0% | 99.87% | 2/1/2025 |
 Volkswagen (VOW3.DE) | 0.39% | 0% | 88.31% | 11/6/2024 |
 ARK Space Exploration And Innovation ETF (ARKX) | 0.38% | 0% | 99.87% | 2/1/2025 |
 Nano Dimension (NNDM) | 0.38% | 0% | 99.87% | 2/1/2025 |
 ANTA (02020.HK) | 0.37% | 0% | 99.87% | 2/1/2025 |
 Snowflake (SNOW) | 0.37% | 0% | 99.87% | 2/1/2025 |
 BYD (01211.HK) | 0.37% | 0% | 52.99% | 2/1/2025 |
 Procter & Gamble (PG) | 0.36% | 0% | 99.87% | 2/1/2025 |
 VICI Properties (VICI) | 0.36% | 0% | 49.54% | 1/16/2024 |
 MercadoLibre (MELI) | 0.35% | 0% | 99.87% | 2/1/2025 |
 Robinhood (HOOD) | 0.34% | 0% | 99.87% | 2/1/2025 |
 Block Inc. (XYZ) | 0.32% | 0% | 99.87% | 2/1/2025 |
 Warner Bros Discovery (WBD) | 0.31% | 0% | 88.31% | 11/6/2024 |
 JD.com (JD.US) | 0.31% | 0% | 99.87% | 2/1/2025 |
 XRP (XRP) | 0.3% | 0% | 89.91% | 11/18/2024 |
 BP (BP.L) | 0.3% | 0% | 99.87% | 2/1/2025 |
 Gevo (GEVO) | 0.28% | 0% | 99.87% | 2/1/2025 |
 Ballard Power (BLDP) | 0.27% | 0% | 88.31% | 11/6/2024 |
 Elastic (ESTC) | 0.27% | 0% | 99.87% | 2/1/2025 |
 iShares Silver Trust (SLV) | 0.26% | 0% | 74.63% | 7/25/2024 |
 Palo Alto Networks (PANW) | 0.25% | 0% | 44.89% | 2/1/2025 |
 Samsung (SMSN.L) | 0.25% | 0% | 48.07% | 2/1/2025 |
 Datadog (DDOG) | 0.24% | 0% | 99.87% | 2/1/2025 |
 Disney (DIS) | 0.23% | 0% | 99.87% | 2/1/2025 |
 Alteryx Inc. (AYX) | 0.23% | 0% | 58.03% | 3/21/2024 |
 PayPal (PYPL) | 0.22% | 0% | 99.87% | 2/1/2025 |
 Medical Properties Trust (MPW) | 0.21% | 0% | 99.87% | 2/1/2025 |
 Crowdstrike (CRWD) | 0.2% | 0% | 26.03% | 2/1/2025 |
 ExxonMobil (XOM) | 0.2% | 0% | 26.29% | 2/1/2025 |
 Cloudflare (NET) | 0.19% | 0% | 35.59% | 2/1/2025 |
 Jumia (JMIA) | 0.18% | 0% | 88.31% | 11/6/2024 |
 Unity (U) | 0.18% | 0% | 99.87% | 2/1/2025 |
 BHP (BHP) | 0.17% | 0% | 99.87% | 2/1/2025 |
 Occidental (OXY) | 0.16% | 0% | 26.29% | 2/1/2025 |
 Fiverr (FVRR) | 0.14% | 0% | 99.87% | 2/1/2025 |
 Hudson Pacific (HPP) | 0.11% | 0% | 99.87% | 2/1/2025 |
 Dogecoin (DOGE) | 0.09% | 0% | 99.87% | 2/1/2025 |
 Tilray (TLRY) | 0.08% | 0% | 99.87% | 2/1/2025 |
 3D Systems (DDD) | 0.07% | 0% | 99.87% | 2/1/2025 |
 Blink Charging (BLNK) | 0.06% | 0% | 88.31% | 11/6/2024 |
 Store Capital Corp. (STOR) | 0.05% | 0% | 4.65% | 2/6/2023 |
 Meituan (03690.HK) | 0.03% | 0% | 43.03% | 2/21/2024 |
 Applied Materials (AMAT) | 0.03% | 0% | 3.98% | 2/1/2025 |
 Net Lease Office Properties (NLOP) | 0% | 0% | 12.22% | 2/2/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 1.92% | 4.97% |
| Vanguard S&P 500 ETF (VOO) | 3.66% | 4.78% |
| Amazon (AMZN) | 1.95% | 2.91% |
| Invesco QQQ (QQQ) | 1.75% | 2.64% |
| AT&T (T) | 2.95% | 2.5% |
| Microsoft (MSFT) | 1.33% | 2.49% |
| Alphabet (GOOG) | 1.26% | 2.27% |
| Tencent (0700.HK) | 2.96% | 2.24% |
| iShares Semiconductor ETF (SOXX) | 1.13% | 2.23% |
| Alibaba (BABA) | 5.59% | 2.23% |
| Rolls-Royce (RR.L) | 0.42% | 2.1% |
| Tesla (TSLA) | 1.36% | 2.08% |
| Reckitt (RKT.L) | 2.26% | 1.77% |
| Apple (AAPL) | 0.59% | 1.41% |
| PDD Holdings (PDD) | 0.74% | 1.38% |
| Lockheed Martin (LMT) | 0.93% | 1.37% |
| Airbnb (ABNB) | 1.54% | 1.22% |
| JPMorgan (JPM) | 0.74% | 1.18% |
| Goldman Sachs (GS) | 0.69% | 1.13% |
| Industrial Select Sector SPDR (XLI) | 0.73% | 1.05% |
| Bank of America (BAC) | 0.8% | 0.95% |
| Ishares Nasdaq Biotechnology (IBB) | 0.92% | 0.91% |
| Walmart (WMT) | 0.39% | 0.89% |
| Sea (SE) | 1.65% | 0.88% |
| Crowdstrike (CRWD) | 0.68% | 0.81% |
| Visa (V) | 0.5% | 0.81% |
| Affirm (AFRM) | 0.88% | 0.79% |
| Mastercard (MA) | 0.5% | 0.79% |
| Invesco Solar ETF (TAN) | 1.21% | 0.77% |
| First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.53% | 0.75% |
| BYD (01211.HK) | 0.53% | 0.74% |
| Netflix (NFLX) | 0.23% | 0.68% |
| ExxonMobil (XOM) | 0.68% | 0.68% |
| Spirit AeroSystems (SPR) | 0.45% | 0.67% |
| Equinix (EQIX) | 0.53% | 0.65% |
| Digital Realty (DLR) | 0.53% | 0.64% |
| Robinhood (HOOD) | 0.22% | 0.6% |
| Cloudflare (NET) | 0.36% | 0.57% |
| Occidental (OXY) | 0.67% | 0.57% |
| ARK Fintech Innovation ETF (ARKF) | 0.88% | 0.57% |
| Palantir (PLTR) | 0.17% | 0.56% |
| First Solar (FSLR) | 0.3% | 0.56% |
| STAG (STAG) | 0.51% | 0.55% |
| Rio Tinto (RIO) | 0.7% | 0.55% |
| Verizon (VZ) | 0.7% | 0.54% |
| Qualcomm (QCOM) | 0.46% | 0.53% |
| ASML (ASML) | 0.51% | 0.48% |
| Palo Alto Networks (PANW) | 0.36% | 0.46% |
| Wetherspoon (JDW.L) | 0.88% | 0.46% |
| Dynatrace (DT) | 0.39% | 0.45% |
| Liberty Global (LBTYK) | 0.88% | 0.45% |
| ARK Space Exploration And Innovation ETF (ARKX) | 0.32% | 0.41% |
| American Tower (AMT) | 0.53% | 0.4% |
| WP Carey (WPC) | 0.48% | 0.39% |
| AIXTRON (AIXA.DE) | 0.53% | 0.39% |
| Gevo (GEVO) | 1.58% | 0.37% |
| Alibaba (9988.HK) | 0.77% | 0.37% |
| Wells Fargo (WFC) | 0.22% | 0.37% |
| ARK Genomic Revolution ETF (ARKG) | 0.67% | 0.35% |
| Salesforce (CRM) | 0.22% | 0.35% |
| Samsung (SMSN.L) | 0.49% | 0.34% |
| Baidu (BIDU) | 1.05% | 0.34% |
| CRISPR Therapeutics (CRSP) | 0.49% | 0.33% |
| Block Inc. (XYZ) | 0.53% | 0.33% |
| Paccar (PCAR) | 0.18% | 0.33% |
| Sarepta (SRPT) | 0.21% | 0.32% |
| Procter & Gamble (PG) | 0.25% | 0.32% |
| Snowflake (SNOW) | 0.41% | 0.3% |
| First Majestic (AG) | 0.66% | 0.3% |
| Nano Dimension (NNDM) | 0.88% | 0.3% |
| AMD (AMD) | 0.18% | 0.3% |
| Qudian (QD) | 0.17% | 0.29% |
| ANTA (02020.HK) | 0.53% | 0.28% |
| Datadog (DDOG) | 0.32% | 0.27% |
| JD.com (JD.US) | 0.53% | 0.26% |
| Nio (NIO) | 1.83% | 0.23% |
| PayPal (PYPL) | 0.63% | 0.23% |
| AeroVironment (AVAV) | 0.16% | 0.22% |
| Intel (INTC) | 0.67% | 0.22% |
| Disney (DIS) | 0.35% | 0.22% |
| Dogecoin (DOGE) | 0.35% | 0.2% |
| Elastic (ESTC) | 0.21% | 0.2% |
| BP (BP.L) | 0.15% | 0.2% |
| MercadoLibre (MELI) | 0.18% | 0.18% |
| Fiverr (FVRR) | 0.88% | 0.13% |
| Unity (U) | 0.49% | 0.12% |
| BHP (BHP) | 0.18% | 0.12% |
| Plug Power (PLUG) | 2.1% | 0.11% |
| Medical Properties Trust (MPW) | 0.53% | 0.11% |
| Hudson Pacific (HPP) | 0.35% | 0.05% |
| SolarEdge (SEDG) | 1.07% | 0.05% |
| Tilray (TLRY) | 0.88% | 0.04% |
| 3D Systems (DDD) | 0.35% | 0.03% |