Portfolio Diversification
Range
Most Diversified
89 instruments
March 10, 2023
Least Diversified
0 instruments
February 2, 2025
Average
58.7 instruments
Most Consistent Holdings
Top 5
MSFT99.79%
PLTR99.79%
BTC99.79%
SOFI98.23%
CRWD97.16%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 3.96% | 2.85% | 99.79% | - |
 Broadcom (AVGO) | 3.76% | 5.79% | 84.11% | - |
| Palantir (PLTR) | 3.52% | 4.4% | 99.79% | - |
| Bitcoin (BTC) | 3.5% | 3.63% | 99.79% | - |
 Vanguard Information Technology (VGT) | 3.38% | 6.19% | 84.89% | - |
| SoFi (SOFI) | 2.89% | 4.99% | 98.23% | - |
 Schwab US Dividend Equity ETF (SCHD) | 2.73% | 0% | 64.75% | 6/23/2025 |
 Vanguard Russell 1000 Growth ETF (VONG) | 2.13% | 0% | 69.36% | 6/18/2025 |
| Crowdstrike (CRWD) | 1.85% | 2.57% | 97.16% | - |
 Modine (MOD) | 1.64% | 3.03% | 49.08% | - |
 NVIDIA (NVDA) | 1.53% | 3.29% | 68.58% | - |
 Pfizer (PFE) | 1.45% | 2.03% | 56.81% | - |
 MercadoLibre (MELI) | 1.41% | 0% | 46.88% | 11/10/2025 |
 Delta (DAL) | 1.28% | 0% | 67.87% | 8/1/2025 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 1.26% | 0% | 43.55% | 11/7/2025 |
 GigaCloud (GCT) | 1.26% | 1.99% | 49.29% | - |
 AppLovin (APP) | 1.23% | 4.39% | 39.57% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 1.18% | 0% | 18.09% | 3/25/2024 |
 Ethereum (ETH) | 1.14% | 0% | 69.79% | 8/16/2025 |
 Starbucks (SBUX) | 1.14% | 0% | 52.13% | 9/25/2024 |
 Berkshire Hathaway (BRK.B) | 1.13% | 0% | 47.8% | 11/10/2025 |
 ProShares UltraPro Dow30 (UDOW) | 1.02% | 0% | 44.47% | 10/19/2023 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 1.01% | 0% | 44.47% | 10/19/2023 |
 Nu (NU) | 0.99% | 0.86% | 44.54% | - |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 0.96% | 0% | 65.6% | 8/14/2024 |
 Twilio (TWLO) | 0.94% | 0% | 84.47% | 10/10/2025 |
 JPMorgan (JPM) | 0.93% | 2.84% | 57.94% | - |
 Chewy (CHWY) | 0.93% | 0% | 69.15% | 10/30/2024 |
 ProShares UltraPro QQQ (TQQQ) | 0.93% | 0% | 44.47% | 10/19/2023 |
 e.l.f. (ELF) | 0.91% | 0.6% | 57.94% | - |
 Alibaba (BABA) | 0.91% | 0% | 65.67% | 8/15/2024 |
 Mosaic (MOS) | 0.9% | 0% | 55.53% | 11/20/2024 |
 Legal & General (LGEN.L) | 0.86% | 0% | 22.84% | 8/23/2024 |
 Disney (DIS) | 0.81% | 0% | 60.21% | 5/30/2024 |
 Invesco QQQ (QQQ) | 0.8% | 0% | 33.4% | 9/6/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.78% | 5.15% | 22.62% | - |
 AstraZeneca (AZN) | 0.72% | 0% | 19.65% | 12/6/2024 |
 Alphabet (GOOGL) | 0.71% | 3.6% | 28.23% | - |
 Meta (META) | 0.7% | 1.02% | 49.08% | - |
 PayPal (PYPL) | 0.7% | 0% | 70.14% | 10/18/2024 |
 Powell Industries (POWL) | 0.69% | 3.59% | 30.71% | - |
 Royal Caribbean (RCL) | 0.65% | 1.78% | 27.87% | - |
 ESP35 Index (Non Expiry) (ESP35) | 0.65% | 0% | 26.52% | 2/2/2023 |
 Direxion Daily Financial Bull 3X Shares (FAS) | 0.65% | 0% | 44.47% | 10/19/2023 |
 Bunge (BG) | 0.64% | 0% | 38.79% | 3/27/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.62% | 0% | 17.09% | 7/20/2023 |
 Pagseguro (PAGS) | 0.61% | 0% | 32.48% | 11/22/2024 |
 Comfort Systems USA (FIX) | 0.59% | 2.12% | 34.11% | - |
 Prospect Capital (PSEC) | 0.59% | 0% | 69.79% | 1/30/2025 |
 Lowe's (LOW) | 0.58% | 0% | 21.84% | 8/14/2024 |
 Arista (ANET) | 0.57% | 0% | 25.82% | 11/7/2025 |
 Direxion Daily Small Cap Bull 3X Shares (TNA) | 0.56% | 0% | 48.51% | 12/15/2023 |
 Defiance Connective Technologies ETF (SIXG) | 0.56% | 0% | 19.36% | 5/21/2025 |
 FRA40 Index (Non Expiry) (FRA40) | 0.54% | 0% | 11.99% | 4/6/2023 |
 D.R. Horton (DHI) | 0.54% | 0% | 28.44% | 10/11/2024 |
 SPDR S&P 500 ETF (SPY) | 0.54% | 0% | 21.06% | 5/23/2023 |
 iShares Semiconductor ETF (SOXX) | 0.52% | 4.95% | 12.48% | - |
 Airbnb (ABNB) | 0.51% | 0% | 35.82% | 6/15/2023 |
 Riot (RIOT) | 0.49% | 0% | 58.58% | 11/22/2024 |
 Canadian Solar (CSIQ) | 0.49% | 0% | 57.94% | 8/22/2024 |
 Stride (LRN) | 0.49% | 0.95% | 34.18% | - |
 Uber (UBER) | 0.49% | 1.39% | 30.57% | - |
 Salesforce (CRM) | 0.49% | 1.94% | 25.6% | - |
 Block Inc. (XYZ) | 0.49% | 0% | 65.67% | 8/15/2024 |
 M/I Homes (MHO) | 0.48% | 0% | 19.5% | 2/27/2024 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.48% | 0% | 20.07% | 5/23/2023 |
 Fortinet (FTNT) | 0.46% | 0% | 28.3% | 11/10/2025 |
 Virgin Galactic (SPCE) | 0.45% | 0% | 48.51% | 12/15/2023 |
 IIPR (IIPR) | 0.44% | 0% | 15.11% | 2/29/2024 |
 Brinker Intl. (EAT) | 0.43% | 0.65% | 26.88% | - |
 Snowflake (SNOW) | 0.42% | 0% | 53.9% | 2/29/2024 |
 MicroStrategy (MSTR) | 0.41% | 0.93% | 23.97% | - |
 Direxion Daily FTSE China Bull 3X Shares (YINN) | 0.41% | 0% | 46.24% | 12/15/2023 |
 Credo (CRDO) | 0.41% | 2.85% | 17.87% | - |
 Baidu (BIDU) | 0.41% | 0% | 65.67% | 8/15/2024 |
 3M (MMM) | 0.4% | 0% | 26.95% | 8/14/2024 |
 Supermicro (SMCI) | 0.4% | 0% | 22.27% | 9/26/2024 |
 Monster Beverage (MNST) | 0.4% | 0% | 19.65% | 1/8/2024 |
 First Trust Cloud Computing (SKYY) | 0.4% | 0% | 44.47% | 10/19/2023 |
 Shift4 (FOUR) | 0.38% | 0% | 17.52% | 8/15/2024 |
 Hci Group (HCI) | 0.38% | 0% | 19.22% | 3/26/2025 |
 iShares Global clean energy ETF (ICLN) | 0.37% | 0% | 27.3% | 10/19/2023 |
 American Homes 4 Rent (AMH) | 0.37% | 0% | 33.69% | 5/19/2023 |
 Opera (OPRA) | 0.36% | 0% | 15.89% | 6/18/2025 |
 Roblox (RBLX) | 0.36% | 0% | 29.72% | 3/20/2023 |
 Heidelberg (HDD.DE) | 0.36% | 0% | 49.08% | 1/9/2024 |
 VICI Properties (VICI) | 0.35% | 0% | 20.99% | 2/29/2024 |
 ARK Fintech Innovation ETF (ARKF) | 0.35% | 0% | 13.55% | 3/30/2023 |
 Clean Harbors (CLH) | 0.35% | 0% | 13.05% | 12/6/2023 |
 Allison (ALSN) | 0.35% | 0% | 21.49% | 11/10/2023 |
 Apple (AAPL) | 0.35% | 0% | 29.15% | 3/22/2023 |
 Home Depot (HD) | 0.34% | 0% | 33.62% | 5/18/2023 |
 Trade Desk (TTD) | 0.33% | 0.86% | 28.23% | - |
 Dick's (DKS) | 0.33% | 0% | 16.45% | 2/26/2024 |
 Amazon (AMZN) | 0.31% | 0.87% | 29.08% | - |
 LendingClub (LC) | 0.3% | 1.5% | 25.46% | - |
 IAG (IAG.L) | 0.29% | 0% | 38.72% | 7/26/2023 |
 Marathon Digital (MARA) | 0.28% | 0% | 35.89% | 6/16/2023 |
 Crocs (CROX) | 0.28% | 0% | 22.27% | 1/8/2024 |
 The Sandbox (SAND) | 0.27% | 0% | 41.7% | 9/7/2023 |
 ARK Next Generation Internet ETF (ARKW) | 0.27% | 0% | 44.47% | 10/19/2023 |
 AMD (AMD) | 0.27% | 0% | 31.13% | 6/23/2025 |
 Booking (BKNG) | 0.25% | 0% | 13.26% | 2/8/2024 |
 Global X Cloud Computing ETF (CLOU) | 0.24% | 0% | 11.35% | 1/25/2023 |
 Silicon Motion (SIMO) | 0.23% | 0% | 8.44% | 7/27/2023 |
 Nio (NIO) | 0.22% | 0% | 48.44% | 12/14/2023 |
 Coinbase (COIN) | 0.22% | 0% | 54.26% | 3/6/2024 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.21% | 0% | 10.07% | 6/26/2023 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.21% | 0% | 5.18% | 10/21/2025 |
 Nike (NKE) | 0.2% | 0% | 14.54% | 12/13/2023 |
 Etsy (ETSY) | 0.2% | 0% | 10.43% | 1/25/2023 |
 Xiaomi (1810.HK) | 0.19% | 0% | 45.82% | 11/7/2023 |
 Palo Alto Networks (PANW) | 0.19% | 2.13% | 10.78% | - |
 Realty Income (O) | 0.18% | 0% | 14.33% | 7/22/2022 |
 PulteGroup (PHM) | 0.18% | 0% | 6.31% | 9/15/2023 |
 AGCO (AGCO) | 0.18% | 0% | 9.36% | 1/26/2024 |
 UK100 Index (Non Expiry) (UK100) | 0.17% | 0% | 8.51% | 4/3/2024 |
 Match Group (MTCH) | 0.17% | 0% | 50.5% | 1/12/2024 |
 Roku (ROKU) | 0.17% | 0% | 45.46% | 11/2/2023 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.17% | 0% | 7.38% | 10/13/2025 |
 GM (GM) | 0.16% | 0% | 7.66% | 12/6/2024 |
 Pilgrim's Pride (PPC) | 0.16% | 0% | 12.7% | 5/21/2025 |
 ASOS (ASC.L) | 0.16% | 0% | 38.72% | 7/26/2023 |
 Visa (V) | 0.16% | 0% | 27.45% | 3/22/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.16% | 0% | 7.38% | 7/5/2023 |
 Atlassian (TEAM) | 0.16% | 0% | 23.26% | 7/26/2023 |
 Decentraland (MANA) | 0.16% | 0% | 26.52% | 9/7/2023 |
 TRON (TRX) | 0.15% | 0% | 41.7% | 9/7/2023 |
 ToughBuilt (TBLT) | 0.14% | 0% | 38.72% | 7/26/2023 |
 Snapchat (SNAP) | 0.14% | 0% | 38.72% | 7/26/2023 |
 Taylor Morrison (TMHC) | 0.13% | 0% | 13.05% | 10/10/2025 |
 ZIM (ZIM) | 0.13% | 0% | 8.87% | 8/2/2023 |
 ARK Space Exploration And Innovation ETF (ARKX) | 0.13% | 0% | 12.55% | 6/6/2023 |
 Bumble (BMBL) | 0.13% | 0% | 48.44% | 12/14/2023 |
 Build-A-Bear (BBW) | 0.12% | 1.37% | 12.91% | - |
 Morgan Stanley (MS) | 0.12% | 0% | 11.7% | 8/11/2022 |
 Ares Capital (ARCC) | 0.12% | 0% | 6.17% | 5/30/2025 |
 SharkNinja (SN) | 0.12% | 0% | 13.4% | 10/28/2025 |
 Cardano (ADA) | 0.12% | 0% | 41.7% | 9/7/2023 |
 StoneX (SNEX) | 0.11% | 0% | 6.31% | 8/2/2023 |
 Tyson Foods (TSN) | 0.11% | 0% | 11.84% | 6/17/2022 |
 Rocket Lab (RKLB) | 0.11% | 0% | 14.75% | 12/10/2025 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.11% | 0% | 4.75% | 3/30/2023 |
 Netflix (NFLX) | 0.11% | 0% | 9.08% | 5/9/2022 |
 Zoom (ZM) | 0.1% | 0% | 50.5% | 1/12/2024 |
 First Solar (FSLR) | 0.1% | 0% | 14.68% | 7/28/2022 |
 ARM (ARM) | 0.1% | 0% | 10.57% | 10/10/2025 |
 Carnival (CCL) | 0.09% | 0% | 65.67% | 8/15/2024 |
 GER40 Index (Non Expiry) (GER40) | 0.09% | 0% | 3.48% | 8/9/2024 |
 EUSTX50 Index (Non Expiry) (EUSTX50) | 0.08% | 0% | 3.26% | 11/28/2023 |
 Invesco Preferred ETF (PGX) | 0.08% | 0% | 4.54% | 6/22/2022 |
 TSMC (TSM) | 0.08% | 0% | 4.54% | 5/18/2023 |
 Loopring (LRC) | 0.08% | 0% | 35.53% | 9/7/2023 |
 CommScope (COMM) | 0.08% | 1.18% | 8.09% | - |
 Gevo (GEVO) | 0.08% | 0% | 38.72% | 7/26/2023 |
 United Airlines (UAL) | 0.08% | 0% | 2.98% | 7/27/2023 |
 RenaissanceRe (RNR) | 0.07% | 0% | 3.55% | 11/22/2024 |
 Enphase (ENPH) | 0.07% | 0% | 5.11% | 11/28/2022 |
 Blue Bird (BLBD) | 0.07% | 0% | 5.46% | 8/1/2024 |
 Alphabet (GOOG) | 0.07% | 0% | 10.64% | 5/31/2022 |
 Abercrombie & Fitch (ANF) | 0.06% | 0% | 9.29% | 12/4/2025 |
 Build and Build (BNB) | 0.06% | 0.31% | 34.11% | - |
 Celsius (CELH) | 0.06% | 2.09% | 3.26% | - |
 BioNano (BNGO) | 0.06% | 0% | 38.72% | 7/26/2023 |
 Celestica Inc (CLS) | 0.06% | 1.77% | 4.47% | - |
 Alamos Gold (AGI) | 0.06% | 0% | 6.03% | 5/1/2025 |
 Asensus (ASXC) | 0.06% | 0% | 38.72% | 7/26/2023 |
 Peloton (PTON) | 0.06% | 0% | 37.3% | 7/6/2023 |
 Stellar (XLM) | 0.05% | 0% | 41.7% | 9/7/2023 |
 Tesla (TSLA) | 0.05% | 0% | 9.65% | 5/31/2022 |
 Altria (MO) | 0.05% | 0% | 2.55% | 5/27/2022 |
 Datadog (DDOG) | 0.05% | 0% | 2.7% | 6/16/2023 |
 TTM Technologies (TTMI) | 0.04% | 1.25% | 4.4% | - |
 dYdX (DYDX) | 0.04% | 0% | 17.52% | 11/5/2024 |
 Willdan Group (WLDN) | 0.04% | 1.72% | 2.41% | - |
 Iamgold (IAG) | 0.04% | 1.91% | 2.2% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0.03% | 0% | 4.18% | 3/28/2022 |
 Polygon Ecosystem (ex Matic) (POL) | 0.03% | 0% | 41.28% | 9/7/2023 |
 Carvana (CVNA) | 0.03% | 0% | 3.9% | 12/10/2025 |
 Reddit Inc (RDDT) | 0.03% | 0% | 6.81% | 11/10/2025 |
 Solana (SOL) | 0.03% | 0% | 41.7% | 9/7/2023 |
 Tezos (XTZ) | 0.02% | 0% | 41.7% | 9/7/2023 |
 SentinelOne (S.US) | 0.02% | 0% | 1.7% | 8/15/2024 |
 Gold (Non Expiry) (GOLD) | 0.02% | 0% | 1.63% | 12/1/2023 |
 CHF/JPY (CHFJPY) | 0.02% | 0% | 1.06% | 8/3/2022 |
 USD/CAD (USDCAD) | 0.02% | 0% | 2.13% | 12/23/2024 |
 UNFI (UNFI) | 0.02% | 0.34% | 4.04% | - |
 EUR/USD (EURUSD) | 0.01% | 0% | 1.7% | 8/27/2024 |
 Wish (LOGC) | 0.01% | 0% | 1.42% | 7/5/2023 |
 EUR/AUD (EURAUD) | 0.01% | 0% | 1.21% | 7/21/2022 |
 Qualcomm (QCOM) | 0.01% | 0% | 1.49% | 1/21/2022 |
 US Natural Gas (UNG) | 0.01% | 0% | 3.33% | 7/26/2022 |
 Oil (Non Expiry) (OIL) | 0.01% | 0% | 1.13% | 7/12/2022 |
 Energy Transfer (ET) | 0.01% | 0% | 3.12% | 12/28/2022 |
 Galaxy Digital (GLXY) | 0.01% | 0.7% | 1.84% | - |
 Alaska Air (ALK) | 0.01% | 0% | 0.5% | 8/2/2023 |
 USD/ZAR (USDZAR) | 0.01% | 0% | 0.5% | 3/15/2022 |
 Sunworks (SUNWQ) | 0.01% | 0% | 15.6% | 8/11/2022 |
 GBP/USD (GBPUSD) | 0.01% | 0% | 2.06% | 8/29/2024 |
 EUR/JPY (EURJPY) | 0.01% | 0% | 1.28% | 1/15/2024 |
 AUD/USD (AUDUSD) | 0.01% | 0% | 2.06% | 12/23/2024 |
 Credit Acceptance (CACC) | 0.01% | 0% | 2.34% | 4/25/2023 |
 EUR/CHF (EURCHF) | 0.01% | 0% | 1.28% | 9/1/2024 |
 GBP/CHF (GBPCHF) | 0.01% | 0% | 0.5% | 5/23/2022 |
 AUD/CAD (AUDCAD) | 0.01% | 0% | 0.85% | 6/7/2022 |
 eToro Group LTD (ETOR) | 0.01% | 0% | 1.99% | 6/11/2025 |
 CAD/CHF (CADCHF) | 0.01% | 0% | 0.78% | 7/13/2022 |
 GBP/AUD (GBPAUD) | 0.01% | 0% | 0.43% | 8/1/2022 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.01% | 0% | 0.92% | 6/13/2022 |
 USD/JPY (USDJPY) | 0.01% | 0% | 0.92% | 12/22/2024 |
 EUR/CAD (EURCAD) | 0.01% | 0% | 0.43% | 6/1/2022 |
 EUR/GBP (EURGBP) | 0.01% | 0% | 1.13% | 12/25/2023 |
 AUS200 Index (Non Expiry) (AUS200) | 0.01% | 0% | 0.21% | 3/23/2022 |
 China A50 Index (China50.FUTURE) | 0.01% | 0% | 0.21% | 3/24/2022 |
 GBP/NZD (GBPNZD) | 0% | 0% | 0.5% | 6/8/2022 |
 SPX500 Index (Non Expiry) (SPX500) | 0% | 0% | 0.64% | 3/26/2024 |
 GBP/JPY (GBPJPY) | 0% | 0% | 0.78% | 3/22/2024 |
 ARK Innovation ETF (ARKK) | 0% | 0% | 0.21% | 6/23/2025 |
 Affirm (AFRM) | 0% | 0% | 0.21% | 6/23/2025 |
 GBP/CAD (GBPCAD) | 0% | 0% | 0.43% | 7/6/2022 |
 EUR/NZD (EURNZD) | 0% | 0% | 0.28% | 6/8/2022 |
 USD/CHF (USDCHF) | 0% | 0% | 0.71% | 3/31/2024 |
 AUD/CHF (AUDCHF) | 0% | 0% | 0.28% | 8/8/2022 |
 NZD/USD (NZDUSD) | 0% | 0% | 0.35% | 12/26/2024 |
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 0% | 0% | 1.13% | 12/17/2022 |
 AUD/NZD (AUDNZD) | 0% | 0% | 0.21% | 8/1/2022 |
 AUD/JPY (AUDJPY) | 0% | 0% | 0.21% | 6/10/2022 |
 USD/CNH (USDCNH) | 0% | 0% | 0.14% | 3/11/2022 |
 Silver (Non Expiry) (SILVER) | 0% | 0% | 0.14% | 3/5/2022 |
 CAD/JPY (CADJPY) | 0% | 0% | 0.21% | 5/5/2022 |
 NZD/JPY (NZDJPY) | 0% | 0% | 0.14% | 6/24/2022 |
 NZD/CAD (NZDCAD) | 0% | 0% | 0.14% | 6/7/2022 |
 USD/SEK (USDSEK) | 0% | 0% | 0.21% | 6/9/2022 |
 RGA (RGA) | 0% | 0% | 0.07% | 8/15/2024 |
 Natural Gas (Non Expiry) (NATGAS) | 0% | 0% | 0.14% | 2/13/2022 |
 GE (GE) | 0% | 0% | 0.21% | 1/3/2022 |
 Lightspeed (LSPD) | 0% | 0% | 0.14% | 3/7/2022 |
 DJ30 Index (Non Expiry) (DJ30) | 0% | 0% | 0.43% | 8/13/2024 |
 Sunrun (RUN) | 0% | 0% | 0.07% | 3/30/2023 |
 Daqo New Energy (DQ) | 0% | 0% | 0.35% | 7/5/2022 |
 USD/MXN (USDMXN) | 0% | 0% | 0.07% | 6/8/2022 |
 ChinaA50 Index (Non Expiry) (CHINA50) | 0% | 0% | 0.21% | 3/14/2024 |
 Clorox (CLX) | 0% | 0% | 0.21% | 6/30/2022 |
 Brown-Forman (BF-B) | 0% | 0% | 0.21% | 6/27/2022 |
 WP Carey (WPC) | 0% | 0% | 0.21% | 6/27/2022 |
 Cemig (CIG) | 0% | 0% | 0.21% | 6/27/2022 |
 Dollar General (DG.US) | 0% | 0% | 0.21% | 6/27/2022 |
 Hershey (HSY) | 0% | 0% | 0.21% | 6/27/2022 |
 Nike (NKE.RTH) | 0% | 0% | 0.21% | 10/2/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Broadcom (AVGO) | 3.82% | 7.01% |
| SoFi (SOFI) | 4.24% | 6% |
| Vanguard Information Technology (VGT) | 4.94% | 5.13% |
| Vanguard Russell 1000 Growth ETF (VONG) | 4.94% | 4.96% |
| Modine (MOD) | 4.53% | 4.68% |
| Bitcoin (BTC) | 3.07% | 4.24% |
| Berkshire Hathaway (BRK.B) | 4.76% | 3.86% |
| Schwab US Dividend Equity ETF (SCHD) | 4.29% | 3.75% |
| Microsoft (MSFT) | 2.98% | 3.65% |
| AppLovin (APP) | 2.36% | 3.61% |
| Palantir (PLTR) | 1.05% | 3.45% |
| NVIDIA (NVDA) | 3.57% | 3.42% |
| Royal Caribbean (RCL) | 2.38% | 3.24% |
| Defiance Connective Technologies ETF (SIXG) | 2.98% | 2.85% |
| Pfizer (PFE) | 3.57% | 2.61% |
| Brinker Intl. (EAT) | 1.79% | 2.35% |
| Alphabet (GOOGL) | 2.63% | 2.34% |
| MercadoLibre (MELI) | 2.98% | 2.23% |
| e.l.f. (ELF) | 3.57% | 2.2% |
| Opera (OPRA) | 2.38% | 2.15% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 2.47% | 2.15% |
| GigaCloud (GCT) | 4.17% | 2.11% |
| Arista (ANET) | 2.38% | 2.11% |
| Ethereum (ETH) | 2.38% | 1.96% |
| Hci Group (HCI) | 1.79% | 1.92% |
| Powell Industries (POWL) | 2.98% | 1.81% |
| Crowdstrike (CRWD) | 1.79% | 1.78% |
| Stride (LRN) | 1.79% | 1.7% |
| LendingClub (LC) | 1.99% | 1.53% |
| Delta (DAL) | 1.79% | 1.37% |
| Nu (NU) | 1.21% | 1.26% |
| Uber (UBER) | 1.79% | 1.23% |
| Comfort Systems USA (FIX) | 1.19% | 1.14% |
| Pilgrim's Pride (PPC) | 1.56% | 1.14% |
| Prospect Capital (PSEC) | 0.6% | 0.32% |