Portfolio Diversification
Range
Most Diversified
104 instruments
January 25, 2025
Least Diversified
0 instruments
February 2, 2025
Average
73.3 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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 4.48% | 0% | 99.87% | 2/1/2025 |
 Boston Scientific (BSX.US) | 2.1% | 0% | 99.87% | 2/1/2025 |
 TSMC (TSM) | 2.03% | 0% | 99.87% | 2/1/2025 |
| Microsoft (MSFT) | 2% | 0% | 99.87% | 2/1/2025 |
 Netflix (NFLX) | 2% | 0% | 99.87% | 2/1/2025 |
| Apple (AAPL) | 1.98% | 0% | 99.87% | 2/1/2025 |
| Meta (META) | 1.97% | 0% | 99.87% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 1.91% | 0% | 99.87% | 2/1/2025 |
 Airbus (AIR.PA) | 1.88% | 0% | 99.87% | 2/1/2025 |
 Mastercard (MA) | 1.84% | 0% | 99.87% | 2/1/2025 |
 Deere (DE) | 1.83% | 0% | 99.87% | 2/1/2025 |
 AbbVie (ABBV) | 1.78% | 0% | 99.87% | 2/1/2025 |
 United Airlines (UAL) | 1.76% | 0% | 99.87% | 2/1/2025 |
 AMD (AMD) | 1.74% | 0% | 99.87% | 2/1/2025 |
 McDonald's (MCD) | 1.69% | 0% | 99.87% | 2/1/2025 |
 Procter & Gamble (PG) | 1.66% | 0% | 99.87% | 2/1/2025 |
 Genuine Parts (GPC) | 1.65% | 0% | 99.87% | 2/1/2025 |
 NextEra (NEE) | 1.64% | 0% | 99.87% | 2/1/2025 |
 Omega Healthcare (OHI) | 1.64% | 0% | 99.87% | 2/1/2025 |
 PepsiCo (PEP) | 1.64% | 0% | 99.87% | 2/1/2025 |
 Coca-Cola (KO) | 1.61% | 0% | 99.87% | 2/1/2025 |
 Colgate (CL) | 1.59% | 0% | 99.87% | 2/1/2025 |
 Emerson (EMR) | 1.58% | 0% | 99.87% | 2/1/2025 |
 Starbucks (SBUX) | 1.58% | 0% | 99.87% | 2/1/2025 |
 VICI Properties (VICI) | 1.56% | 0% | 99.87% | 2/1/2025 |
 Dover (DOV) | 1.53% | 0% | 99.87% | 2/1/2025 |
 Pinterest (PINS) | 1.5% | 0% | 99.87% | 2/1/2025 |
 American Homes 4 Rent (AMH) | 1.48% | 0% | 99.87% | 2/1/2025 |
 Visa (V) | 1.47% | 0% | 99.87% | 2/1/2025 |
 Airbnb (ABNB) | 1.45% | 0% | 99.87% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 1.44% | 0% | 99.87% | 2/1/2025 |
 Boeing (BA) | 1.37% | 0% | 99.87% | 2/1/2025 |
| Alphabet (GOOG) | 1.34% | 0% | 99.87% | 2/1/2025 |
 EA (EA) | 1.32% | 0% | 99.87% | 2/1/2025 |
 FedEx (FDX) | 1.31% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 1.25% | 0% | 99.87% | 2/1/2025 |
 American Airlines (AAL) | 1.18% | 0% | 99.87% | 2/1/2025 |
 Southwest (LUV) | 1.18% | 0% | 99.87% | 2/1/2025 |
 Tesla (TSLA) | 1.15% | 0% | 99.87% | 2/1/2025 |
 Enphase (ENPH) | 1.14% | 0% | 99.87% | 2/1/2025 |
 Continental (CON.DE) | 1.14% | 0% | 99.87% | 2/1/2025 |
 3M (MMM) | 1.13% | 0% | 99.87% | 2/1/2025 |
 Adobe (ADBE) | 1.07% | 0% | 99.87% | 2/1/2025 |
 Corsair (CRSR) | 1.01% | 0% | 99.87% | 2/1/2025 |
 Disney (DIS) | 1% | 0% | 99.87% | 2/1/2025 |
 ASML (ASML) | 0.97% | 0% | 60.69% | 2/1/2025 |
 PayPal (PYPL) | 0.9% | 0% | 99.87% | 2/1/2025 |
 Altria (MO) | 0.9% | 0% | 69.46% | 2/1/2025 |
 Realty Income (O) | 0.83% | 0% | 69.46% | 2/1/2025 |
 ZIM (ZIM) | 0.78% | 0% | 41.3% | 2/1/2025 |
 Bank of America (BAC) | 0.77% | 0% | 69.46% | 2/1/2025 |
 Volkswagen (VOW3.DE) | 0.76% | 0% | 69.46% | 2/1/2025 |
 IBM (IBM) | 0.74% | 0% | 69.46% | 2/1/2025 |
 Verizon (VZ) | 0.74% | 0% | 69.46% | 2/1/2025 |
 BlackRock (BLK) | 0.71% | 0% | 69.46% | 2/1/2025 |
 Take-Two (TTWO) | 0.7% | 0% | 58.83% | 2/1/2025 |
 BAT (BATS.L) | 0.65% | 0% | 58.7% | 2/1/2025 |
 Petrobras (PBR) | 0.64% | 0% | 58.83% | 2/1/2025 |
 Match Group (MTCH) | 0.63% | 0% | 99.87% | 2/1/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.62% | 0% | 37.32% | 10/16/2023 |
 NN Group (NN.NV) | 0.6% | 0% | 50.46% | 2/1/2025 |
 Ford (F) | 0.58% | 0% | 69.46% | 2/1/2025 |
 Walgreens (WBA) | 0.57% | 0% | 69.46% | 2/1/2025 |
 Vale (VALE) | 0.55% | 0% | 58.83% | 2/1/2025 |
 IMAX (IMAX) | 0.49% | 0% | 48.61% | 2/1/2025 |
 Chewy (CHWY) | 0.46% | 0% | 48.61% | 2/1/2025 |
 Medifast (MED.US) | 0.44% | 0% | 69.46% | 2/1/2025 |
 Plug Power (PLUG) | 0.43% | 0% | 99.87% | 2/1/2025 |
 Lowe's (LOW) | 0.42% | 0% | 48.61% | 2/1/2025 |
 Union Pacific (UNP) | 0.42% | 0% | 48.61% | 2/1/2025 |
 Ardmore Shipping (ASC) | 0.41% | 0% | 48.61% | 2/1/2025 |
 Anheuser-Busch (BUD) | 0.4% | 0% | 48.61% | 2/1/2025 |
 Duke Energy (DUK) | 0.4% | 0% | 48.61% | 2/1/2025 |
 Target (TGT) | 0.4% | 0% | 48.61% | 2/1/2025 |
 L3Harris (LHX) | 0.39% | 0% | 48.61% | 2/1/2025 |
 American Water (AWK) | 0.39% | 0% | 48.61% | 2/1/2025 |
 General Mills (GIS) | 0.39% | 0% | 48.61% | 2/1/2025 |
 Nio (NIO) | 0.38% | 0% | 99.87% | 2/1/2025 |
 DoorDash (DASH.US) | 0.38% | 0% | 34.66% | 2/1/2025 |
 Legend Biotech (LEGN) | 0.37% | 0% | 48.61% | 2/1/2025 |
 Eli Lilly (LLY) | 0.37% | 0% | 34.66% | 2/1/2025 |
 Primo Water (PRMB) | 0.36% | 0% | 34.66% | 2/1/2025 |
 Heico (HEI) | 0.34% | 0% | 34.66% | 2/1/2025 |
 Xcel Energy (XEL) | 0.34% | 0% | 34.66% | 2/1/2025 |
 Raytheon (RTX) | 0.33% | 0% | 34.66% | 2/1/2025 |
 Comcast (CMCSA) | 0.33% | 0% | 48.61% | 2/1/2025 |
 JPMorgan (JPM) | 0.33% | 0% | 34.66% | 2/1/2025 |
 Dynatrace (DT) | 0.32% | 0% | 32.8% | 2/1/2025 |
 MercadoLibre (MELI) | 0.31% | 0% | 32.8% | 2/1/2025 |
 Tyson Foods (TSN) | 0.3% | 0% | 34.66% | 2/1/2025 |
 AT&T (T) | 0.3% | 0% | 34.66% | 2/1/2025 |
 Symbotic (SYM) | 0.3% | 0% | 48.61% | 2/1/2025 |
 Global Ship Lease (GSL) | 0.29% | 0% | 34.66% | 2/1/2025 |
 Booking (BKNG) | 0.29% | 0% | 34.66% | 2/1/2025 |
 Danaos (DAC) | 0.29% | 0% | 34.66% | 2/1/2025 |
 Ryanair (RYAAY) | 0.29% | 0% | 35.59% | 2/1/2025 |
 Xylem (XYL) | 0.23% | 0% | 34.66% | 2/1/2025 |
 Nike (NKE) | 0.21% | 0% | 27.09% | 2/1/2025 |
 Intuitive Surgical (ISRG) | 0.05% | 0% | 8.1% | 2/1/2025 |
 Akamai (AKAM) | 0.04% | 0% | 8.1% | 2/1/2025 |
 Solventum (SOLV) | 0.04% | 0% | 40.24% | 2/1/2025 |
 Monster Beverage (MNST) | 0.01% | 0% | 1.06% | 2/1/2025 |
 Equifax (EFX) | 0.01% | 0% | 1.06% | 2/1/2025 |
 Capital One (COF) | 0.01% | 0% | 1.06% | 2/1/2025 |
 Uber (UBER) | 0.01% | 0% | 1.06% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 1.33% | 5.81% |
| Netflix (NFLX) | 1% | 2.23% |
| ZIM (ZIM) | 1% | 1.92% |
| United Airlines (UAL) | 1% | 1.92% |
| TSMC (TSM) | 1% | 1.88% |
| Meta (META) | 1% | 1.84% |
| Boston Scientific (BSX.US) | 1% | 1.72% |
| Apple (AAPL) | 1% | 1.5% |
| IMAX (IMAX) | 1% | 1.4% |
| Tesla (TSLA) | 1% | 1.36% |
| Berkshire Hathaway (BRK.B) | 1% | 1.35% |
| Chewy (CHWY) | 1% | 1.33% |
| Microsoft (MSFT) | 1% | 1.33% |
| DoorDash (DASH.US) | 1% | 1.29% |
| Mastercard (MA) | 1% | 1.27% |
| Primo Water (PRMB) | 1% | 1.26% |
| Airbus (AIR.PA) | 1% | 1.22% |
| Amazon (AMZN) | 1% | 1.22% |
| Alphabet (GOOG) | 1% | 1.2% |
| Visa (V) | 1% | 1.18% |
| Bank of America (BAC) | 1% | 1.18% |
| BlackRock (BLK) | 1% | 1.17% |
| Emerson (EMR) | 1% | 1.16% |
| IBM (IBM) | 1% | 1.16% |
| Booking (BKNG) | 1% | 1.1% |
| AbbVie (ABBV) | 1% | 1.09% |
| Volkswagen (VOW3.DE) | 1.6% | 1.09% |
| Omega Healthcare (OHI) | 1% | 1.08% |
| Dover (DOV) | 1% | 1.08% |
| AMD (AMD) | 1% | 1.07% |
| Xcel Energy (XEL) | 1% | 1.06% |
| NextEra (NEE) | 1.33% | 1.06% |
| Altria (MO) | 1% | 1.06% |
| Deere (DE) | 1% | 1.06% |
| Take-Two (TTWO) | 1% | 1.06% |
| AT&T (T) | 1% | 1.06% |
| Dynatrace (DT) | 1% | 1.04% |
| Procter & Gamble (PG) | 1% | 1.03% |
| ASML (ASML) | 1% | 1.02% |
| Colgate (CL) | 1% | 1.02% |
| JPMorgan (JPM) | 1% | 1.02% |
| McDonald's (MCD) | 1% | 1% |
| BAT (BATS.L) | 1% | 0.98% |
| Verizon (VZ) | 1% | 0.98% |
| NN Group (NN.NV) | 1% | 0.97% |
| Heico (HEI) | 1% | 0.96% |
| EA (EA) | 1% | 0.96% |
| Raytheon (RTX) | 1% | 0.96% |
| Lowe's (LOW) | 1% | 0.95% |
| American Airlines (AAL) | 1% | 0.95% |
| FedEx (FDX) | 1% | 0.95% |
| Airbnb (ABNB) | 1% | 0.93% |
| Duke Energy (DUK) | 1% | 0.93% |
| Pinterest (PINS) | 1% | 0.91% |
| Eli Lilly (LLY) | 1% | 0.89% |
| Coca-Cola (KO) | 1% | 0.89% |
| American Homes 4 Rent (AMH) | 1% | 0.88% |
| Nike (NKE) | 1% | 0.87% |
| MercadoLibre (MELI) | 1% | 0.86% |
| VICI Properties (VICI) | 1% | 0.84% |
| Tyson Foods (TSN) | 1% | 0.84% |
| American Water (AWK) | 1% | 0.83% |
| General Mills (GIS) | 1% | 0.83% |
| Union Pacific (UNP) | 1% | 0.83% |
| Realty Income (O) | 1% | 0.82% |
| L3Harris (LHX) | 1% | 0.82% |
| Target (TGT) | 1% | 0.82% |
| Danaos (DAC) | 1% | 0.8% |
| Starbucks (SBUX) | 1% | 0.8% |
| Disney (DIS) | 1% | 0.8% |
| PepsiCo (PEP) | 1% | 0.78% |
| Boeing (BA) | 1% | 0.77% |
| Johnson & Johnson (JNJ) | 1% | 0.76% |
| 3M (MMM) | 1% | 0.75% |
| Global Ship Lease (GSL) | 1% | 0.74% |
| Continental (CON.DE) | 1% | 0.74% |
| Comcast (CMCSA) | 1% | 0.73% |
| Ford (F) | 1% | 0.73% |
| Xylem (XYL) | 1% | 0.72% |
| Ryanair (RYAAY) | 1% | 0.72% |
| Petrobras (PBR) | 1% | 0.72% |
| Anheuser-Busch (BUD) | 1% | 0.7% |
| Genuine Parts (GPC) | 1% | 0.7% |
| Southwest (LUV) | 1% | 0.7% |
| Adobe (ADBE) | 1% | 0.65% |
| PayPal (PYPL) | 1% | 0.62% |
| Ardmore Shipping (ASC) | 1% | 0.61% |
| Akamai (AKAM) | 0.67% | 0.56% |
| Intuitive Surgical (ISRG) | 0.67% | 0.55% |
| Symbotic (SYM) | 1% | 0.53% |
| Legend Biotech (LEGN) | 1% | 0.53% |
| Vale (VALE) | 1% | 0.53% |
| Match Group (MTCH) | 1% | 0.4% |
| Corsair (CRSR) | 1% | 0.33% |
| Walgreens (WBA) | 1% | 0.31% |
| Enphase (ENPH) | 1% | 0.29% |
| Medifast (MED.US) | 1% | 0.18% |
| Nio (NIO) | 1% | 0.18% |
| Solventum (SOLV) | 0% | 0.1% |
| Plug Power (PLUG) | 1% | 0.07% |