Portfolio Diversification
Range
Most Diversified
53 instruments
May 26, 2022
Least Diversified
0 instruments
February 2, 2025
Average
42.5 instruments
Most Consistent Holdings
Top 5
GOOG99.91%
AMZN99.91%
DIS99.91%
C99.91%
BRK.B99.91%
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 |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 9.12% | 0% | 99.91% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 4.12% | 0% | 68.61% | 8/20/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 3.67% | 0% | 91.61% | 2/1/2025 |
 Apple (AAPL) | 3.1% | 0% | 97.9% | 2/1/2025 |
 Microsoft (MSFT) | 3.05% | 0% | 97.17% | 1/2/2025 |
| Alphabet (GOOG) | 3% | 0% | 99.91% | 2/1/2025 |
| Amazon (AMZN) | 2.29% | 0% | 99.91% | 2/1/2025 |
| Disney (DIS) | 2.29% | 0% | 99.91% | 2/1/2025 |
 Invesco QQQ (QQQ) | 2.15% | 0% | 69.71% | 8/20/2024 |
| Citi (C) | 1.83% | 0% | 99.91% | 2/1/2025 |
 Meta (META) | 1.66% | 0% | 70.26% | 3/11/2024 |
 Occidental (OXY) | 1.53% | 0% | 89.51% | 2/1/2025 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 1.44% | 0% | 68.98% | 8/22/2024 |
 iShares China Large-Cap ETF (FXI) | 1.43% | 0% | 99.91% | 2/1/2025 |
 Lithium Americas (LAC) | 1.27% | 0% | 99.91% | 2/1/2025 |
 Alibaba (9988.HK) | 1.06% | 0% | 99.91% | 2/1/2025 |
 Tesla (TSLA) | 1.05% | 0% | 95.07% | 12/10/2024 |
 Abbott (ABT) | 1.03% | 0% | 99.36% | 2/1/2025 |
 SPDR Gold (GLD) | 0.97% | 0% | 56.84% | 2/1/2025 |
 SAP (SAP.DE) | 0.86% | 0% | 62.86% | 12/20/2023 |
 Procter & Gamble (PG) | 0.78% | 0% | 70.89% | 4/11/2024 |
 Bank of America (BAC) | 0.61% | 0% | 58.12% | 2/6/2024 |
 USD/MXN (USDMXN) | 0.6% | 0% | 30.57% | 3/10/2023 |
 Booking (BKNG) | 0.52% | 0% | 51% | 8/8/2023 |
 iShares Semiconductor ETF (SOXX) | 0.52% | 0% | 51% | 8/8/2023 |
 Barrick (GOLD.BARRICK) | 0.5% | 0% | 27.28% | 2/1/2025 |
 ARK Fintech Innovation ETF (ARKF) | 0.49% | 0% | 99.91% | 2/1/2025 |
 YPF (YPF) | 0.44% | 0% | 28.83% | 2/1/2025 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.42% | 0% | 92.15% | 11/8/2024 |
 Nintendo (NTDOY) | 0.42% | 0% | 47.99% | 7/27/2023 |
 Defiance Connective Technologies ETF (SIXG) | 0.36% | 0% | 63.87% | 1/26/2024 |
 PayPal (PYPL) | 0.36% | 0% | 99.91% | 2/1/2025 |
 Adobe (ADBE) | 0.35% | 0% | 67.24% | 2/6/2024 |
 ARK Innovation ETF (ARKK) | 0.34% | 0% | 99.91% | 2/1/2025 |
 NVIDIA (NVDA) | 0.33% | 0% | 42.43% | 5/11/2023 |
 ARK Next Generation Internet ETF (ARKW) | 0.29% | 0% | 99.91% | 2/1/2025 |
 Coupang (CPNG) | 0.27% | 0% | 99.91% | 2/1/2025 |
 Vista Energy (VIST) | 0.27% | 0% | 28.47% | 2/1/2025 |
 Bitcoin (BTC) | 0.26% | 0% | 71.99% | 11/6/2024 |
 ARK Genomic Revolution ETF (ARKG) | 0.26% | 0% | 99.91% | 2/1/2025 |
 VICI Properties (VICI) | 0.24% | 0% | 63.23% | 2/1/2025 |
 Intel (INTC) | 0.21% | 0% | 44.16% | 5/25/2023 |
 Salesforce (CRM) | 0.2% | 0% | 44.8% | 6/1/2023 |
 Lithium Americas Argentina C (LAR) | 0.16% | 0% | 24% | 6/25/2024 |
 MGM (MGM) | 0.15% | 0% | 50.64% | 2/1/2025 |
 Paramount (PARA) | 0.14% | 0% | 55.11% | 5/15/2024 |
 Vanguard Real Estate ETF (VNQ) | 0.13% | 0% | 35.95% | 3/23/2023 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.12% | 0% | 26.92% | 12/20/2023 |
 CNR (CNI) | 0.11% | 0% | 35.22% | 6/25/2024 |
 Lockheed Martin (LMT) | 0.1% | 0% | 24.27% | 5/10/2024 |
 Medtronic (MDT.US) | 0.09% | 0% | 31.84% | 4/8/2024 |
 MercadoLibre (MELI) | 0.09% | 0% | 16.61% | 2/1/2025 |
 iShares Bitcoin Trust (IBIT) | 0.08% | 0% | 18.61% | 9/26/2024 |
 ASML (ASML) | 0.07% | 0% | 17.24% | 2/1/2025 |
 Accenture (ACN) | 0.07% | 0% | 16.24% | 12/20/2023 |
 USD/CAD (USDCAD) | 0.06% | 0% | 6.2% | 3/15/2022 |
 Visa (V) | 0.06% | 0% | 8.12% | 10/7/2022 |
 Applied Materials (AMAT) | 0.06% | 0% | 9.22% | 7/19/2024 |
 BlackRock (BLK) | 0.05% | 0% | 9.85% | 8/8/2022 |
 Johnson & Johnson (JNJ) | 0.05% | 0% | 6.02% | 3/8/2022 |
 Procore (PCOR) | 0.05% | 0% | 16.42% | 11/8/2024 |
 Grupo Financiero Galicia (GGAL) | 0.05% | 0% | 16.24% | 1/24/2025 |
 Pfizer (PFE) | 0.04% | 0% | 12.41% | 5/27/2022 |
 LabCorp (LH) | 0.04% | 0% | 14.78% | 2/1/2025 |
 Twilio (TWLO) | 0.04% | 0% | 64.32% | 2/16/2024 |
 Walmart (WMT) | 0.04% | 0% | 6.11% | 5/27/2022 |
 Yum (YUM) | 0.04% | 0% | 17.52% | 12/20/2023 |
 Arch Capital (ACGL) | 0.04% | 0% | 12.23% | 2/1/2025 |
 Tilray (TLRY) | 0.03% | 0% | 75% | 7/25/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.03% | 0% | 3.47% | 1/30/2023 |
 US Dollar Index (Non Expiry) (USDOLLAR) | 0.03% | 0% | 2.65% | 2/9/2022 |
 Grupo Supervielle (SUPV.US) | 0.03% | 0% | 8.76% | 8/21/2024 |
 LVMH (MC.PA) | 0.03% | 0% | 8.94% | 3/20/2024 |
 TSMC (TSM) | 0.03% | 0% | 7.48% | 2/15/2023 |
 Moody's (MCO) | 0.03% | 0% | 7.03% | 7/27/2023 |
 Chord Energy (CHRD) | 0.03% | 0% | 12.41% | 12/6/2024 |
 EA (EA) | 0.03% | 0% | 11.31% | 6/20/2023 |
 Novo-Nordisk (NVO) | 0.02% | 0% | 7.76% | 11/8/2024 |
 Costco (COST) | 0.02% | 0% | 14.23% | 4/8/2024 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 0.02% | 0% | 5.11% | 2/15/2023 |
 UnitedHealth (UNH) | 0.02% | 0% | 6.84% | 4/8/2024 |
 SoFi (SOFI) | 0.02% | 0% | 13.96% | 12/15/2023 |
 Thermo Fisher (TMO) | 0.02% | 0% | 6.66% | 4/5/2022 |
 Chubb (CB) | 0.02% | 0% | 15.78% | 11/14/2024 |
 Danaos (DAC) | 0.02% | 0% | 14.14% | 4/8/2024 |
 Teradyne (TER) | 0.02% | 0% | 6.3% | 6/25/2024 |
 Netflix (NFLX) | 0.02% | 0% | 11.68% | 10/3/2022 |
 Starbucks (SBUX) | 0.02% | 0% | 7.76% | 11/9/2022 |
 EUR/USD (EURUSD) | 0.02% | 0% | 3.19% | 9/26/2022 |
 Energy Select Sector SPDR (XLE) | 0.02% | 0% | 6.57% | 5/27/2022 |
 United States Oil Fund (USO) | 0.02% | 0% | 3.65% | 10/7/2022 |
 Qualcomm (QCOM) | 0.02% | 0% | 13.05% | 6/25/2024 |
 Ryman (RHP) | 0.01% | 0% | 9.12% | 2/1/2025 |
 Loma Negra (LOMA) | 0.01% | 0% | 6.39% | 2/1/2025 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.01% | 0% | 4.38% | 3/9/2023 |
 Home Depot (HD) | 0.01% | 0% | 4.29% | 7/26/2022 |
 CVS Health (CVS) | 0.01% | 0% | 7.85% | 1/18/2024 |
 Invesco DB Agriculture Fund (DBA) | 0.01% | 0% | 4.93% | 8/17/2022 |
 Green Brick (GRBK) | 0.01% | 0% | 5.2% | 2/1/2025 |
 Quanta Services (PWR) | 0.01% | 0% | 4.65% | 2/1/2025 |
 TransMedics (TMDX) | 0.01% | 0% | 5.93% | 11/8/2024 |
 Enbridge (ENB) | 0.01% | 0% | 3.92% | 9/11/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.01% | 0% | 1.82% | 8/10/2022 |
 Palo Alto Networks (PANW) | 0.01% | 0% | 3.38% | 8/8/2022 |
 RH (RH) | 0.01% | 0% | 6.39% | 10/3/2024 |
 Cloudflare (NET) | 0.01% | 0% | 6.11% | 12/10/2024 |
 Amphenol (APH) | 0.01% | 0% | 7.3% | 2/1/2025 |
 HP (HPQ) | 0.01% | 0% | 4.2% | 5/27/2022 |
 Target (TGT) | 0.01% | 0% | 4.2% | 5/27/2022 |
 Ishares Russell 2000 ETF (IWM) | 0.01% | 0% | 5.38% | 8/8/2022 |
 ETFMG Alternative Harvest ETF (MJ) | 0.01% | 0% | 6.11% | 3/28/2022 |
 Vertiv (VRT) | 0.01% | 0% | 3.56% | 6/25/2024 |
 Globant (GLOB) | 0.01% | 0% | 4.01% | 9/11/2023 |
 Merck (MRK) | 0.01% | 0% | 1.92% | 1/25/2022 |
 Exscientia (EXAI) | 0% | 0% | 2.83% | 6/25/2024 |
 Williams (WMB) | 0% | 0% | 4.29% | 2/1/2025 |
 L'Oréal (OR.PA) | 0% | 0% | 3.65% | 10/24/2023 |
 Gold (Non Expiry) (GOLD) | 0% | 0% | 0.46% | 3/8/2022 |
 Grayscale Bitcoin Trust BTC (GBTC) | 0% | 0% | 1.28% | 1/23/2024 |
 Nio (NIO) | 0% | 0% | 3.01% | 2/2/2022 |
 iShares US Aerospace & Defense ETF (ITA) | 0% | 0% | 2.19% | 8/17/2022 |
 Vale (VALE) | 0% | 0% | 3.1% | 2/1/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0% | 0% | 2.19% | 11/9/2022 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0% | 0% | 2.19% | 11/9/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0% | 0% | 2.74% | 7/11/2022 |
 Sapiens (SPNS) | 0% | 0% | 2.74% | 12/12/2024 |
 SPDR EURO STOXX 50 ETF (FEZ) | 0% | 0% | 0.82% | 3/14/2022 |
 Mastercard (MA) | 0% | 0% | 0.91% | 1/10/2022 |
 Coherent (COHR) | 0% | 0% | 2.28% | 7/5/2024 |
 Spotify (SPOT) | 0% | 0% | 3.01% | 2/2/2022 |
 Financial Select Sector SPDR (XLF) | 0% | 0% | 1.92% | 4/5/2023 |
 Coinbase (COIN) | 0% | 0% | 3.01% | 2/2/2022 |
 SPX500 Index (Non Expiry) (SPX500) | 0% | 0% | 0.82% | 3/6/2023 |
 Clear (YOU) | 0% | 0% | 2.19% | 11/21/2024 |
 Twitter (TWTR) | 0% | 0% | 3.01% | 2/2/2022 |
 Warner Bros Discovery (WBD) | 0% | 0% | 1.46% | 7/1/2022 |
 Mondelez (MDLZ) | 0% | 0% | 1.37% | 7/26/2022 |
 Goldman Sachs (GS) | 0% | 0% | 1% | 1/31/2022 |
 KraneShares CSI China Internet (KWEB) | 0% | 0% | 0.82% | 7/6/2022 |
 TripAdvisor (TRIP) | 0% | 0% | 0.27% | 3/17/2022 |
 Reckitt (RKT.L) | 0% | 0% | 0.55% | 1/6/2022 |
 Chevron (CVX) | 0% | 0% | 0.46% | 1/5/2022 |
 Plug Power (PLUG) | 0% | 0% | 0.46% | 1/5/2022 |
 Edenor (EDN) | 0% | 0% | 0.46% | 2/1/2025 |
 Ethereum (ETH) | 0% | 0% | 0.18% | 5/8/2022 |
 Petrobras (PBR) | 0% | 0% | 0.18% | 3/7/2022 |
 AMSC (AMSC) | 0% | 0% | 0.36% | 2/1/2025 |
 Take-Two (TTWO) | 0% | 0% | 0.27% | 12/17/2022 |
 Ford (F) | 0% | 0% | 0.27% | 5/5/2022 |
 ApeCoin (APE) | 0% | 0% | 1.19% | 7/10/2022 |
 ACM Research (ACMR) | 0% | 0% | 0.27% | 9/15/2023 |
 GBP/USD (GBPUSD) | 0% | 0% | 0.09% | 6/22/2022 |
 CRISPR Therapeutics (CRSP) | 0% | 0% | 0.18% | 12/12/2024 |
 Solana (SOL) | 0% | 0% | 0.36% | 2/11/2022 |
 Loopring (LRC) | 0% | 0% | 0.46% | 3/28/2022 |
 Digital Realty (DLR) | 0% | 0% | 0.09% | 3/30/2022 |
 Kinder Morgan (KMI) | 0% | 0% | 0.09% | 2/1/2025 |
 XRP (XRP) | 0% | 0% | 0.18% | 9/4/2022 |
 Cardano (ADA) | 0% | 0% | 0.09% | 3/24/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 7.72% | 6.88% |
| Berkshire Hathaway (BRK.B) | 4.35% | 6.17% |
| Citi (C) | 2.17% | 2.54% |
| YPF (YPF) | 1.2% | 2.47% |
| Disney (DIS) | 2.93% | 2.25% |
| iShares China Large-Cap ETF (FXI) | 2.39% | 2.21% |
| Occidental (OXY) | 2.5% | 2.01% |
| Alphabet (GOOG) | 1.2% | 1.57% |
| Apple (AAPL) | 1.09% | 1.55% |
| Microsoft (MSFT) | 1.09% | 1.5% |
| Amazon (AMZN) | 1.09% | 1.44% |
| Vista Energy (VIST) | 1.2% | 1.43% |
| Barrick (GOLD.BARRICK) | 1.3% | 1.15% |
| Abbott (ABT) | 1.09% | 1.07% |
| Alibaba (9988.HK) | 1.74% | 1.01% |
| ASML (ASML) | 0.76% | 0.73% |
| ARK Innovation ETF (ARKK) | 0.87% | 0.69% |
| ARK Fintech Innovation ETF (ARKF) | 0.87% | 0.65% |
| SPDR Gold (GLD) | 0.54% | 0.55% |
| Lithium Americas (LAC) | 2.93% | 0.5% |
| VICI Properties (VICI) | 0.54% | 0.49% |
| LabCorp (LH) | 0.33% | 0.34% |
| ARK Next Generation Internet ETF (ARKW) | 0.43% | 0.3% |
| Grupo Financiero Galicia (GGAL) | 0.22% | 0.29% |
| MGM (MGM) | 0.33% | 0.26% |
| ARK Genomic Revolution ETF (ARKG) | 0.65% | 0.25% |
| Coupang (CPNG) | 0.33% | 0.24% |
| Ryman (RHP) | 0.22% | 0.22% |
| Arch Capital (ACGL) | 0.22% | 0.22% |
| PayPal (PYPL) | 0.43% | 0.22% |
| MercadoLibre (MELI) | 0.22% | 0.21% |
| Quanta Services (PWR) | 0.22% | 0.21% |
| Green Brick (GRBK) | 0.22% | 0.2% |
| Loma Negra (LOMA) | 0.11% | 0.11% |
| Amphenol (APH) | 0.11% | 0.11% |
| Williams (WMB) | 0.11% | 0.11% |