Portfolio Diversification
Range
Most Diversified
47 instruments
July 19, 2022
Least Diversified
0 instruments
February 2, 2025
Average
29.1 instruments
Most Consistent Holdings
Top 5
BRK.B99.92%
VOO83.6%
JPM68.95%
IWD67.81%
KRO63.77%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 4.84% | 0% | 83.6% | 2/3/2025 |
| Berkshire Hathaway (BRK.B) | 4.15% | 5.54% | 99.92% | - |
 Vanguard Total Stock Market ETF (VTI) | 3.36% | 0% | 58.43% | 3/7/2024 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 3.22% | 0% | 27.99% | 4/7/2025 |
 Eiffage (FGR.PA) | 3.21% | 8% | 58.96% | - |
 ProShares UltraPro QQQ (TQQQ) | 2.8% | 0% | 15.26% | 4/7/2025 |
 Alphabet (GOOG) | 2.64% | 0% | 36.31% | 5/17/2023 |
 Apple (AAPL) | 2.63% | 0% | 28.6% | 2/3/2023 |
 SSAB (SSABAH.HE) | 2.62% | 2.52% | 58.96% | - |
 IG Group (IGG.L) | 2.62% | 9.2% | 47.52% | - |
| iShares Russell 1000 Value ETF (IWD) | 2.51% | 0% | 67.81% | 7/9/2024 |
 Rentokil (RTO.L) | 2.47% | 6.35% | 43.17% | - |
 Stifel (SF.US) | 2.46% | 0% | 43.48% | 2/14/2025 |
 Diageo (DGE.L) | 2.25% | 5.86% | 49.43% | - |
 Interactive Brokers (IBKR) | 2.24% | 0% | 34.17% | 2/24/2025 |
 Schwab US Large-Cap ETF (SCHX) | 2.09% | 0% | 56.45% | 2/9/2024 |
| Kronos (KRO) | 2.09% | 3.5% | 63.77% | - |
 Wise (WISE.L) | 2.03% | 0% | 31.88% | 8/11/2025 |
| JPMorgan (JPM) | 1.7% | 0% | 68.95% | 7/24/2024 |
 KKR (KKR) | 1.54% | 0% | 31.73% | 2/14/2025 |
 BioNTech SE (BNTX) | 1.49% | 0% | 31.66% | 3/20/2023 |
 Brookfield (BAM) | 1.46% | 0% | 31.81% | 2/14/2025 |
 CBRE (CBRE) | 1.42% | 0% | 38.98% | 6/21/2023 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 1.37% | 0% | 6.18% | 8/4/2025 |
 Discover (DFS) | 1.36% | 0% | 23.26% | 7/24/2024 |
 LendingTree (TREE) | 1.32% | 3.88% | 24.33% | - |
 Cemex (CX) | 1.16% | 0% | 29.44% | 4/25/2024 |
 iShares MSCI India ETF (INDA) | 1.15% | 0% | 26.77% | 7/10/2024 |
 Johnson Outdoors (JOUT) | 1.13% | 0% | 59.27% | 3/18/2024 |
 Lithia Motors (LAD) | 1.04% | 0% | 42.18% | 8/2/2023 |
 Markel (MKL) | 0.95% | 7.46% | 12.89% | - |
 Trimble (TRMB) | 0.91% | 0% | 16.32% | 4/7/2025 |
 Ameris Bank (ABCB) | 0.9% | 0% | 23.42% | 11/18/2022 |
 Vontier (VNT) | 0.87% | 0% | 16.32% | 4/7/2025 |
 MasterCraft (MCFT) | 0.77% | 0% | 20.59% | 2/3/2025 |
 Alcoa (AA) | 0.76% | 0% | 27.61% | 1/20/2023 |
 Fortinet (FTNT) | 0.75% | 0% | 16.7% | 8/10/2022 |
 Spie (SPIE.PA) | 0.69% | 5.07% | 14.72% | - |
 Steel Dynamics (STLD) | 0.64% | 0% | 23.65% | 11/21/2022 |
 Global X SuperDividend ETF (SDIV) | 0.6% | 0% | 42.56% | 4/7/2025 |
 IDEXX (IDXX) | 0.6% | 0% | 38.98% | 6/21/2023 |
 TD Synnex (SNX.US) | 0.57% | 0% | 45.84% | 9/22/2023 |
 iShares Core S&P US Value (IUSV) | 0.56% | 0% | 30.59% | 8/2/2023 |
 Regal Rexnord (RRX) | 0.55% | 0% | 38.98% | 6/21/2023 |
 Microsoft (MSFT) | 0.54% | 0% | 36.46% | 4/2/2024 |
 Apollo (APO) | 0.54% | 0% | 10.83% | 2/14/2025 |
 Amazon (AMZN) | 0.53% | 0% | 38.98% | 6/21/2023 |
 iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) | 0.53% | 0% | 42.56% | 4/7/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.53% | 0% | 21.97% | 7/9/2024 |
 iShares Core MSCI Europe ETF (IEUR) | 0.52% | 0% | 21.97% | 7/9/2024 |
 Hologic (HOLX) | 0.49% | 0% | 32.72% | 3/30/2023 |
 Fresenius (FRE.DE) | 0.49% | 0% | 12.74% | 7/30/2025 |
 Infineon (IFX.DE) | 0.48% | 2.83% | 15.48% | - |
 Sherwin-Williams (SHW) | 0.48% | 0% | 38.98% | 6/21/2023 |
 Ford (F) | 0.46% | 0% | 59.27% | 3/18/2024 |
 Olin (OLN) | 0.45% | 0% | 38.98% | 6/21/2023 |
 Textron (TXT) | 0.45% | 0% | 29.98% | 2/21/2023 |
 BlackRock (BLK) | 0.45% | 0% | 38.98% | 6/21/2023 |
 Gartner (IT) | 0.45% | 0% | 32.72% | 3/30/2023 |
 KraneShares Global Carbon ETF (KRBN) | 0.45% | 0% | 41.19% | 3/20/2025 |
 Commercial Metals (CMC) | 0.44% | 0% | 23.65% | 11/21/2022 |
 Ulta (ULTA) | 0.44% | 0% | 16.55% | 12/20/2024 |
 Li Auto (LI) | 0.43% | 0% | 25.02% | 2/27/2025 |
 Hexagon B (HEXA-B.ST) | 0.42% | 2.7% | 15.48% | - |
 Accenture (ACN) | 0.42% | 2.29% | 15.48% | - |
 Cisco (CSCO) | 0.41% | 0% | 42.11% | 9/11/2023 |
 AutoNation (AN) | 0.41% | 0% | 23.42% | 11/18/2022 |
 Fisker (FSRNQ) | 0.38% | 0% | 35.32% | 3/18/2024 |
 ZIM (ZIM) | 0.37% | 0% | 30.66% | 6/21/2023 |
 Goldman Sachs (GS) | 0.37% | 0% | 27.61% | 1/20/2023 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.37% | 0% | 28.83% | 10/7/2024 |
 Gevo (GEVO) | 0.3% | 0% | 25.78% | 3/20/2023 |
 VICI Properties (VICI) | 0.3% | 0% | 23.95% | 3/30/2023 |
 Intel (INTC) | 0.3% | 0% | 36.08% | 6/21/2023 |
 Altria (MO) | 0.27% | 0% | 17.24% | 12/24/2024 |
 BAT (BATS.L) | 0.26% | 0% | 16.93% | 12/23/2024 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.26% | 0% | 22.88% | 7/2/2024 |
 Unity (U) | 0.26% | 0% | 15.1% | 12/2/2024 |
 Exor (EXO.NV) | 0.25% | 7.04% | 3.51% | - |
 Vanguard Information Technology (VGT) | 0.23% | 0% | 11.82% | 12/13/2024 |
 Volkswagen (VOW3.DE) | 0.2% | 0% | 39.05% | 6/22/2023 |
 NVR (NVR) | 0.19% | 7.59% | 2.75% | - |
 Direxion Daily S&P 500 Bear 3X Shares (SPXS) | 0.19% | 0% | 5.72% | 5/2/2025 |
 Sonic Automotive (SAH) | 0.18% | 0% | 23.42% | 11/18/2022 |
 Cracker Barrel (CBRL) | 0.18% | 0% | 27.38% | 1/17/2023 |
 Nano Dimension (NNDM) | 0.18% | 0% | 6.79% | 2/21/2023 |
 Lucid (LCID) | 0.15% | 0% | 9.15% | 2/3/2025 |
 ACM Research (ACMR) | 0.14% | 0% | 3.59% | 2/22/2023 |
 Philip Morris (PM) | 0.14% | 0% | 17.24% | 12/24/2024 |
 Confluent (CFLT) | 0.14% | 0% | 2.21% | 6/2/2023 |
 Macy's (M) | 0.12% | 0% | 4.65% | 2/3/2025 |
 AMD (AMD) | 0.11% | 0% | 3.43% | 4/7/2025 |
 Oaktree (OCSL) | 0.1% | 7.22% | 1.37% | - |
 M/I Homes (MHO) | 0.09% | 0% | 6.79% | 1/27/2023 |
 First Republic Bank (FRCB) | 0.09% | 0% | 2.9% | 4/28/2023 |
 Topgolf Callaway (MODG) | 0.08% | 0% | 1.37% | 6/2/2023 |
 First Trust Water ETF (FIW.US) | 0.07% | 0% | 4.04% | 4/7/2025 |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 0.07% | 0% | 6.48% | 11/30/2023 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 0.07% | 0% | 16.7% | 8/10/2022 |
 Zillow (ZG) | 0.07% | 0% | 2.21% | 6/2/2023 |
 Alibaba (BABA) | 0.07% | 0% | 2.21% | 6/2/2023 |
 Invesco QQQ (QQQ) | 0.06% | 0% | 1.6% | 4/9/2025 |
 Schlumberger (SLB) | 0.06% | 3.81% | 1.75% | - |
 SPDR S&P 500 ETF (SPY) | 0.06% | 0% | 1.37% | 4/9/2025 |
 Coinbase (COIN) | 0.06% | 0% | 1.53% | 4/12/2023 |
 Redfin (RDFN) | 0.06% | 0% | 1.75% | 6/2/2023 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.06% | 0% | 1.53% | 9/20/2023 |
 Ally (ALLY) | 0.06% | 3.79% | 1.6% | - |
 SPDR Gold (GLD) | 0.05% | 0% | 1.07% | 6/28/2023 |
 SPDR EURO STOXX 50 ETF (FEZ) | 0.05% | 0% | 0.99% | 9/20/2023 |
 Oil (Non Expiry) (OIL) | 0.04% | 0% | 0.38% | 9/12/2023 |
 Kimberly-Clark (KMB) | 0.04% | 0% | 4.5% | 8/2/2022 |
 Xtrackers MSCI India Swap UCITS ETF (XCX5.L) | 0.04% | 0% | 8.24% | 1/5/2024 |
 LVMH (MC.PA) | 0.04% | 3.27% | 1.14% | - |
 Nike (NKE) | 0.04% | 0% | 2.14% | 4/30/2024 |
 Nikola (NKLAQ) | 0.04% | 0% | 9.08% | 3/20/2023 |
 Tutor Perini (TPC) | 0.04% | 0% | 4.73% | 1/17/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.04% | 0% | 0.84% | 5/2/2025 |
 Disney (DIS) | 0.04% | 0% | 0.53% | 6/12/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.03% | 0% | 0.99% | 4/22/2022 |
 NVIDIA (NVDA) | 0.02% | 0% | 0.61% | 6/2/2023 |
 Meritage Homes (MTH) | 0.02% | 0% | 1.45% | 11/10/2022 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0.02% | 0% | 0.46% | 5/6/2024 |
 Utilities Select Sector SPDR (XLU) | 0.02% | 0% | 0.69% | 9/20/2023 |
 Bristol-Myers Squibb (BMY) | 0.02% | 0% | 0.76% | 8/25/2022 |
 Tesla (TSLA) | 0.01% | 0% | 0.38% | 4/7/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.23% | 8/24/2023 |
 Northrop Grumman (NOC) | 0.01% | 0% | 0.69% | 8/10/2022 |
 Kraft Heinz (KHC) | 0.01% | 0% | 0.99% | 8/25/2022 |
 Boeing (BA) | 0.01% | 0% | 0.46% | 10/21/2024 |
 VIX Sep 23 Future (VIX.SEP) | 0.01% | 0% | 0.23% | 4/17/2023 |
 Alnylam (ALNY) | 0% | 0% | 0.53% | 7/25/2022 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0% | 0% | 0.15% | 3/8/2024 |
 Voestalpine (VOE.DE) | 0% | 0% | 2.21% | 7/22/2022 |
 Palantir (PLTR) | 0% | 0% | 0.08% | 5/2/2023 |
 Curtiss-Wright (CW) | 0% | 0% | 0.31% | 7/26/2022 |
 Weyerhaeuser (WY) | 0% | 0% | 0.08% | 5/4/2023 |
 Pinterest (PINS) | 0% | 0% | 0.08% | 5/11/2023 |
 APA (APA) | 0% | 0% | 0.15% | 8/12/2022 |
 Fiverr (FVRR) | 0% | 0% | 0.08% | 5/11/2023 |
 Plains GP (PAGP) | 0% | 0% | 0.08% | 5/4/2023 |
 Cytokinetics (CYTK) | 0% | 0% | 0.15% | 8/4/2022 |
 Barrick (B) | 0% | 0% | 0.08% | 5/5/2023 |
 ADM (ADM) | 0% | 0% | 0.08% | 7/29/2022 |
 Sweetgreen (SG) | 0% | 0% | 0.23% | 7/18/2022 |
 Cleveland-Cliffs (CLF.US) | 0% | 0% | 0.23% | 7/18/2022 |
 Marathon Petroleum (MPC) | 0% | 0% | 0.23% | 7/21/2022 |
 NetEase (NTES) | 0% | 0% | 0.08% | 7/26/2022 |
 Gossamer Bio (GOSS) | 0% | 0% | 0.08% | 7/14/2022 |
 M&T Bank (MTB) | 0% | 0% | 0.08% | 7/22/2022 |
 Continental Resources Inc (CLR) | 0% | 0% | 0.08% | 7/21/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Interactive Brokers (IBKR) | 4.24% | 8.18% |
| Wise (WISE.L) | 5.82% | 7.26% |
| Rentokil (RTO.L) | 8.49% | 6.97% |
| Stifel (SF.US) | 4.24% | 6.08% |
| KKR (KKR) | 4.24% | 5.97% |
| Trimble (TRMB) | 5.3% | 5.82% |
| SSAB (SSABAH.HE) | 8.49% | 5.45% |
| Apollo (APO) | 4.67% | 5.21% |
| Berkshire Hathaway (BRK.B) | 4.24% | 5.07% |
| Vontier (VNT) | 5.3% | 5.06% |
| Brookfield (BAM) | 4.24% | 4.94% |
| IG Group (IGG.L) | 4.24% | 4.78% |
| MasterCraft (MCFT) | 4.24% | 3.36% |
| Diageo (DGE.L) | 4.24% | 3.27% |
| Eiffage (FGR.PA) | 4.24% | 3.23% |
| Macy's (M) | 3.18% | 2.74% |
| Vanguard S&P 500 ETF (VOO) | 2.16% | 2.42% |
| Li Auto (LI) | 2.12% | 1.39% |
| Global X SuperDividend ETF (SDIV) | 1.27% | 1.03% |
| iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) | 1.27% | 0.94% |
| Lucid (LCID) | 1.06% | 0.85% |
| KraneShares Global Carbon ETF (KRBN) | 1.27% | 0.84% |