Portfolio Diversification
Range
Most Diversified
58 instruments
December 16, 2023
Least Diversified
0 instruments
February 2, 2025
Average
47.4 instruments
Most Consistent Holdings
Top 5
KO99.79%
MCD99.79%
T99.79%
RTX99.79%
VZ99.79%
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 |
|---|---|---|---|---|
| Raytheon (RTX) | 6.41% | 1.97% | 99.79% | - |
 Realty Income (O) | 5.72% | 4.34% | 99.79% | - |
 Visa (V) | 5.55% | 6.15% | 98.93% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 4.24% | 4.82% | 59.89% | - |
| McDonald's (MCD) | 4.18% | 2.72% | 99.79% | - |
| Coca-Cola (KO) | 4.09% | 2.5% | 99.79% | - |
 Citi (C) | 3.25% | 5.27% | 78.87% | - |
 Main Street Capital (MAIN) | 2.98% | 3.13% | 99.79% | - |
 Meta (META) | 2.87% | 2.98% | 96.72% | - |
| Verizon (VZ) | 2.5% | 1.92% | 99.79% | - |
| AT&T (T) | 2.42% | 0.89% | 99.79% | - |
 Alibaba (BABA) | 2.2% | 2.79% | 90.15% | - |
 Apple (AAPL) | 2.18% | 2.54% | 55.89% | - |
 PayPal (PYPL) | 2.07% | 2.52% | 90.51% | - |
 Petrobras (PBR) | 2.03% | 2.59% | 86.37% | - |
 Cardano (ADA) | 1.78% | 0% | 82.37% | 11/7/2025 |
 Riot (RIOT) | 1.77% | 0% | 76.73% | 11/7/2025 |
 Coinbase (COIN) | 1.76% | 0% | 44.68% | 11/4/2025 |
 Qualcomm (QCOM) | 1.76% | 3.08% | 64.74% | - |
 Nike (NKE) | 1.61% | 2.33% | 80.44% | - |
 Ethereum Classic (ETC) | 1.29% | 0% | 77.52% | 11/4/2025 |
 Disney (DIS) | 1.26% | 0% | 64.6% | 7/9/2025 |
 TRON (TRX) | 1.24% | 0% | 81.01% | 10/24/2025 |
 3M (MMM) | 1.23% | 0.83% | 92.51% | - |
 Bitcoin (BTC) | 1.23% | 0% | 82.73% | 10/9/2025 |
 NVIDIA (NVDA) | 1.21% | 6.17% | 47.25% | - |
 Alphabet (GOOG) | 1.19% | 1.56% | 80.09% | - |
 Bank of America (BAC) | 1.18% | 1.46% | 78.16% | - |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 1.13% | 2.22% | 57.39% | - |
 BMW (BMW.DE) | 1.12% | 2.46% | 53.75% | - |
 Tesla (TSLA) | 1.09% | 5.25% | 25.77% | - |
 Nestle (NESN.ZU) | 1.07% | 1.03% | 60.46% | - |
 Rio Tinto (RIO) | 1.06% | 1.31% | 81.73% | - |
 HP (HPQ) | 1.05% | 0.88% | 86.01% | - |
 ING (INGA.NV) | 1.01% | 1.48% | 74.02% | - |
 Intel (INTC) | 0.96% | 0.9% | 97.64% | - |
 Ethereum (ETH) | 0.94% | 0% | 72.73% | 10/24/2025 |
 NYMT (ADAM) | 0.92% | 1.69% | 72.09% | - |
 Cisco (CSCO) | 0.91% | 0.92% | 86.01% | - |
 Johnson & Johnson (JNJ) | 0.91% | 1.2% | 64.67% | - |
 Microsoft (MSFT) | 0.9% | 1.24% | 98.5% | - |
 Best Buy (BBY) | 0.89% | 0% | 50.11% | 8/29/2024 |
 TotalEnergies (TTE.PA) | 0.88% | 1.31% | 62.96% | - |
 TSMC (TSM) | 0.87% | 1.64% | 63.24% | - |
 Philip Morris (PM) | 0.85% | 0.89% | 78.16% | - |
 Suncor (SU) | 0.8% | 1.23% | 84.94% | - |
 SPDR S&P 500 ETF (SPY) | 0.71% | 0% | 28.62% | 3/13/2023 |
 JPMorgan (JPM) | 0.67% | 0% | 17.99% | 3/13/2023 |
 Filecoin (FIL) | 0.63% | 0% | 62.24% | 9/24/2025 |
 UnitedHealth (UNH) | 0.61% | 1.61% | 64.67% | - |
 Uniswap (UNI) | 0.59% | 0% | 51.96% | 10/13/2025 |
 Polkadot (DOT) | 0.55% | 0% | 75.8% | 9/24/2025 |
 Organon (OGN.US) | 0.49% | 0.26% | 60.39% | - |
 Invesco QQQ (QQQ) | 0.43% | 0% | 27.91% | 3/13/2023 |
 Algorand (ALGO) | 0.4% | 0% | 65.24% | 10/24/2025 |
 ZIM (ZIM) | 0.32% | 0% | 45.47% | 7/29/2024 |
 Medtronic (MDT.US) | 0.29% | 0% | 9.14% | 5/27/2022 |
 Aramco (SAOC) | 0.29% | 0.3% | 56.46% | - |
 BHP (BHP) | 0.29% | 0% | 17.34% | 5/30/2023 |
 Tingyi (00322.HK) | 0.28% | 0% | 19.13% | 2/1/2023 |
 Terra Classic (LUNC) | 0.25% | 0% | 87.01% | 10/24/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.25% | 0% | 15.42% | 3/16/2023 |
 LVMH (MC.PA) | 0.25% | 0.34% | 50.89% | - |
 Vanguard Growth ETF (VUG) | 0.22% | 0% | 15.2% | 3/13/2023 |
 Nio (NIO) | 0.21% | 0.56% | 56.17% | - |
 BlackRock (BLK) | 0.2% | 1.75% | 10.42% | - |
 Walmart (WMT) | 0.19% | 0% | 15.35% | 6/25/2024 |
 ApeCoin (APE) | 0.18% | 0% | 49.96% | 9/24/2025 |
 Solana (SOL) | 0.18% | 0% | 7.78% | 7/18/2022 |
 Litecoin (LTC) | 0.16% | 0% | 3.71% | 2/21/2022 |
 Kenon (KEN) | 0.16% | 0% | 9.99% | 4/27/2023 |
 XRP (XRP) | 0.14% | 0% | 4.28% | 3/1/2022 |
 Dash (DASH) | 0.13% | 0% | 4.28% | 3/1/2022 |
 Aurora Cannabis (ACB) | 0.11% | 0% | 42.68% | 6/9/2025 |
 MSCI (MSCI) | 0.1% | 3.21% | 2.86% | - |
 Novartis (NVS) | 0.09% | 0% | 8.35% | 1/11/2024 |
 Altria (MO) | 0.08% | 1.37% | 8.35% | - |
 Direxion Daily FTSE China Bull 3X Shares (YINN) | 0.07% | 1.58% | 4.93% | - |
 LTC Properties (LTC.US) | 0.07% | 0% | 2.36% | 2/2/2022 |
 Axie Infinity (AXS) | 0.07% | 0% | 5% | 5/11/2022 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.07% | 0% | 15.7% | 6/1/2023 |
 Global X SuperDividend ETF (SDIV) | 0.07% | 0% | 15.7% | 6/1/2023 |
 Novonesis B (NSIS-B.CO) | 0.06% | 0% | 7.35% | 5/31/2023 |
 China Everbright Environment (00257.HK) | 0.06% | 0% | 7.28% | 6/1/2023 |
 iShares Global REIT ETF (REET) | 0.05% | 0% | 7.99% | 3/16/2023 |
 Chiliz (CHZ) | 0.04% | 0% | 3.07% | 5/11/2022 |
 StoneCo (STNE) | 0.04% | 0% | 8.14% | 4/11/2023 |
 Shopify (SHOP) | 0.04% | 0% | 7.99% | 4/27/2023 |
 SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 0.03% | 0% | 1.86% | 3/29/2022 |
 Vale (VALE) | 0.02% | 0% | 1.5% | 6/9/2022 |
 Chainlink (LINK) | 0.01% | 0% | 1.21% | 1/17/2022 |
 Terra 2.0 (LUNA2) | 0.01% | 0% | 58.53% | 5/30/2025 |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.01% | 0% | 1.07% | 2/2/2022 |
 eToro Group LTD (ETOR) | 0.01% | 0.5% | 1.21% | - |
 Vanguard Total World Stock ETF (VT.US) | 0% | 0% | 0.86% | 2/2/2022 |
 Sandoz (SDZNY) | 0% | 0% | 3.35% | 11/21/2023 |
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) | 8.22% | 6.52% |
| Visa (V) | 3.97% | 5.13% |
| Citi (C) | 3.68% | 5.03% |
| Coinbase (COIN) | 2.98% | 4.04% |
| Realty Income (O) | 5.2% | 3.9% |
| Raytheon (RTX) | 3.24% | 3.76% |
| Cardano (ADA) | 2.16% | 3.56% |
| Coca-Cola (KO) | 3.38% | 3.03% |
| BMW (BMW.DE) | 3.51% | 2.98% |
| McDonald's (MCD) | 2.62% | 2.91% |
| Main Street Capital (MAIN) | 2.53% | 2.85% |
| Riot (RIOT) | 3.39% | 2.69% |
| Petrobras (PBR) | 3.32% | 2.54% |
| Qualcomm (QCOM) | 2.14% | 2.49% |
| Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 3.74% | 2.4% |
| PayPal (PYPL) | 2.03% | 2.08% |
| Disney (DIS) | 2.06% | 2.07% |
| Alibaba (BABA) | 2.35% | 2.06% |
| TRON (TRX) | 0.56% | 1.92% |
| Ethereum Classic (ETC) | 1.62% | 1.83% |
| Uniswap (UNI) | 0.77% | 1.82% |
| TotalEnergies (TTE.PA) | 1.99% | 1.68% |
| Bank of America (BAC) | 1.44% | 1.64% |
| Ethereum (ETH) | 0.88% | 1.56% |
| TSMC (TSM) | 0.91% | 1.52% |
| Meta (META) | 0.9% | 1.45% |
| Nestle (NESN.ZU) | 2.31% | 1.42% |
| ING (INGA.NV) | 1.2% | 1.31% |
| Verizon (VZ) | 1.8% | 1.3% |
| Bitcoin (BTC) | 0.28% | 1.27% |
| Alphabet (GOOG) | 0.88% | 1.27% |
| Nike (NKE) | 1.62% | 1.23% |
| NYMT (ADAM) | 2.03% | 1.17% |
| Johnson & Johnson (JNJ) | 1.44% | 1.17% |
| AT&T (T) | 1.09% | 1.11% |
| HP (HPQ) | 1.19% | 1.06% |
| Philip Morris (PM) | 0.89% | 0.98% |
| Cisco (CSCO) | 0.82% | 0.96% |
| Rio Tinto (RIO) | 1.18% | 0.95% |
| NVIDIA (NVDA) | 0.94% | 0.9% |
| 3M (MMM) | 0.96% | 0.85% |
| UnitedHealth (UNH) | 0.94% | 0.84% |
| Filecoin (FIL) | 1% | 0.79% |
| Algorand (ALGO) | 0.62% | 0.77% |
| Suncor (SU) | 0.81% | 0.77% |
| Organon (OGN.US) | 1.22% | 0.73% |
| Polkadot (DOT) | 0.7% | 0.64% |
| Microsoft (MSFT) | 0.37% | 0.61% |
| LVMH (MC.PA) | 0.66% | 0.49% |
| Aramco (SAOC) | 0.68% | 0.48% |
| ApeCoin (APE) | 0.41% | 0.39% |
| Intel (INTC) | 0.68% | 0.33% |
| Nio (NIO) | 0.64% | 0.28% |
| Aurora Cannabis (ACB) | 0.28% | 0.2% |
| Terra Classic (LUNC) | 0.22% | 0.19% |
| Terra 2.0 (LUNA2) | 0.02% | 0.01% |