Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 4.15% | 4.65% | 90.35% | - |
 Invesco QQQ (QQQ) | 3.97% | 5.09% | 90.16% | - |
 Microsoft (MSFT) | 3.95% | 4% | 99.71% | - |
 Alphabet (GOOG) | 3.94% | 3.73% | 89.67% | - |
 Adobe (ADBE) | 3.77% | 4.08% | 99.71% | - |
 Salesforce (CRM) | 3.55% | 5.14% | 99.71% | - |
 Bitcoin (BTC) | 3.28% | 5.54% | 89.77% | - |
 JPMorgan (JPM) | 3.19% | 5.17% | 75.44% | - |
 Visa (V) | 3.09% | 4.16% | 96.69% | - |
 Meta (META) | 3.02% | 4.76% | 61.01% | - |
 PepsiCo (PEP) | 2.77% | 2.21% | 96.98% | - |
 McDonald's (MCD) | 2.69% | 0% | 91.03% | 9/16/2024 |
 NVIDIA (NVDA) | 2.57% | 3.87% | 76.8% | - |
 Rio Tinto (RIO) | 2.56% | 0% | 79.04% | 10/3/2024 |
 Starbucks (SBUX) | 2.41% | 0% | 68.62% | 9/16/2024 |
 Apple (AAPL) | 2.36% | 0% | 71.93% | 2/26/2024 |
 Amazon (AMZN) | 2.25% | 4.31% | 57.41% | - |
 Caterpillar (CAT) | 2.02% | 4.44% | 51.85% | - |
 iShares Select Dividend ETF (DVY) | 1.91% | 0% | 53.22% | 9/21/2023 |
 Lockheed Martin (LMT) | 1.64% | 0% | 62.38% | 10/3/2024 |
 UnitedHealth (UNH) | 1.62% | 3% | 49.42% | - |
 IAG (IAG.L) | 1.6% | 5.18% | 40.84% | - |
 Procter & Gamble (PG) | 1.55% | 2.54% | 51.85% | - |
 Mastercard (MA) | 1.5% | 3.69% | 42.98% | - |
 Nike (NKE) | 1.49% | 0% | 55.46% | 9/25/2023 |
 Lam Research (LRCX) | 1.44% | 0% | 40.35% | 9/10/2024 |
 Realty Income (O) | 1.29% | 0% | 39.47% | 11/6/2023 |
 Alibaba (9988.HK) | 1.28% | 0% | 44.54% | 11/10/2023 |
 BP (BP.L) | 1.16% | 0% | 38.6% | 5/2/2023 |
 Johnson & Johnson (JNJ) | 1.13% | 0% | 35.87% | 9/29/2023 |
 Energy Select Sector SPDR (XLE) | 1.11% | 0% | 34.11% | 5/2/2023 |
 Tencent (0700.HK) | 1.09% | 0% | 41.13% | 9/29/2023 |
 Vanguard Real Estate ETF (VNQ) | 1.08% | 0% | 36.16% | 2/9/2023 |
 AMD (AMD) | 1.07% | 0% | 42.5% | 5/18/2023 |
 Vale (VALE) | 1.01% | 0% | 32.26% | 2/13/2023 |
 Arbor Realty (ABR) | 0.94% | 0% | 26.71% | 11/16/2023 |
 Frontline (FRO) | 0.93% | 2.74% | 26.02% | - |
 iShares China Large-Cap ETF (FXI) | 0.79% | 0% | 40.35% | 9/21/2023 |
 Pampa Energia (PAM) | 0.72% | 0% | 23.88% | 5/1/2023 |
 HP (HPQ) | 0.71% | 0% | 21.35% | 9/25/2023 |
 Lululemon (LULU) | 0.69% | 0% | 23.78% | 9/15/2022 |
 Coca-Cola (KO) | 0.63% | 0% | 22.9% | 9/12/2024 |
 Li Auto (LI) | 0.57% | 0% | 19.1% | 5/21/2024 |
 Ethereum (ETH) | 0.56% | 3.42% | 24.37% | - |
 NextEra (NEE) | 0.53% | 0% | 21.35% | 9/25/2023 |
 SPDR Gold (GLD) | 0.51% | 0% | 19.01% | 1/13/2023 |
 Pfizer (PFE) | 0.49% | 0% | 30.99% | 12/14/2022 |
 ExxonMobil (XOM) | 0.47% | 0% | 13.94% | 9/16/2022 |
 Bank of America (BAC) | 0.45% | 3.83% | 14.42% | - |
 American Express (AXP) | 0.34% | 0% | 10.92% | 10/9/2023 |
 Airbnb (ABNB) | 0.33% | 0% | 9.84% | 4/22/2022 |
 Boeing (BA) | 0.26% | 0% | 20.76% | 4/24/2023 |
 TSMC (TSM) | 0.25% | 3.63% | 6.73% | - |
 Roku (ROKU) | 0.25% | 0% | 11.4% | 5/4/2022 |
 GM (GM) | 0.22% | 4.03% | 6.14% | - |
 PayPal (PYPL) | 0.18% | 0% | 10.72% | 4/21/2022 |
 Chevron (CVX) | 0.16% | 0% | 7.41% | 5/2/2023 |
 Snapchat (SNAP) | 0.16% | 0% | 4.68% | 7/11/2023 |
 First Financial (FFIN) | 0.16% | 0% | 6.24% | 7/27/2023 |
 ProShares UltraPro QQQ (TQQQ) | 0.13% | 2.72% | 4.68% | - |
 SkyWest (SKYW) | 0.11% | 0% | 3.12% | 10/16/2024 |
 SPDR S&P 500 ETF (SPY) | 0.03% | 0% | 0.88% | 6/14/2022 |
 Disney (DIS) | 0.03% | 0% | 1.66% | 2/1/2022 |
 Shopify (SHOP) | 0.02% | 0% | 0.88% | 2/23/2022 |
 Confluent (CFLT) | 0.01% | 0% | 0.39% | 5/12/2023 |
 BioNTech SE (BNTX) | 0.01% | 0% | 0.19% | 5/10/2023 |
 Affirm (AFRM) | 0.01% | 0% | 0.29% | 1/31/2022 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0% | 0% | 0.68% | 3/3/2022 |
 Zoom (ZM) | 0% | 0% | 0.39% | 1/31/2022 |
 Shift Technologies Inc Class A (SFTGQ) | 0% | 0% | 0.68% | 3/3/2022 |
 Roblox (RBLX) | 0% | 0% | 0.39% | 2/28/2022 |
 Liberty Broadband (LBRDK) | 0% | 0% | 0.1% | 5/25/2023 |
 VanEck Vectors Russia ETF (RSX) | 0% | 0% | 0.1% | 2/25/2022 |
 Meituan (03690.HK) | 0% | 0% | 0.1% | 3/30/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 4.57% | 5.76% |
| Adobe (ADBE) | 4.18% | 5.24% |
| Salesforce (CRM) | 4.07% | 4.93% |
| JPMorgan (JPM) | 4.07% | 4.64% |
| Microsoft (MSFT) | 4.06% | 4.5% |
| Caterpillar (CAT) | 4.07% | 4.3% |
| Meta (META) | 4.09% | 4.21% |
| Lam Research (LRCX) | 4.09% | 4.18% |
| Visa (V) | 4.07% | 4.16% |
| Invesco QQQ (QQQ) | 4.09% | 4.09% |
| NVIDIA (NVDA) | 4.16% | 4.06% |
| Apple (AAPL) | 4.06% | 4.06% |
| Li Auto (LI) | 4.62% | 4.04% |
| Vanguard S&P 500 ETF (VOO) | 4.09% | 3.94% |
| Rio Tinto (RIO) | 3.69% | 3.8% |
| Alphabet (GOOG) | 4.07% | 3.78% |
| IAG (IAG.L) | 4.13% | 3.77% |
| UnitedHealth (UNH) | 3.85% | 3.72% |
| McDonald's (MCD) | 3.48% | 3.37% |
| Starbucks (SBUX) | 3.88% | 3.36% |
| PepsiCo (PEP) | 3.88% | 3.28% |
| Procter & Gamble (PG) | 3.5% | 3.06% |
| Lockheed Martin (LMT) | 3.35% | 2.83% |