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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
KO99.68%
MCD99.68%
T99.68%
RTX99.68%
VZ99.68%
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) | 6.03% | 2.07% | 99.68% | - |
 Visa (V) | 5.61% | 6.03% | 98.9% | - |
 Realty Income (O) | 5.6% | 3.76% | 99.68% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 4.27% | 4.37% | 63.38% | - |
| McDonald's (MCD) | 4.04% | 2.49% | 99.68% | - |
| Coca-Cola (KO) | 3.95% | 2.46% | 99.68% | - |
 Citi (C) | 3.32% | 3.19% | 80.65% | - |
 Main Street Capital (MAIN) | 2.98% | 2.66% | 99.68% | - |
 Meta (META) | 2.87% | 2.11% | 96.88% | - |
| Verizon (VZ) | 2.46% | 2.03% | 99.68% | - |
| AT&T (T) | 2.28% | 0.86% | 99.68% | - |
 Alibaba (BABA) | 2.22% | 1.49% | 90.91% | - |
 Apple (AAPL) | 2.19% | 2.96% | 59.74% | - |
 Petrobras (PBR) | 2.12% | 3.98% | 87.47% | - |
 PayPal (PYPL) | 2.06% | 1.95% | 91.23% | - |
 Qualcomm (QCOM) | 1.83% | 1.49% | 67.79% | - |
 NVIDIA (NVDA) | 1.65% | 4.63% | 51.88% | - |
 Nike (NKE) | 1.65% | 1.54% | 82.08% | - |
 Cardano (ADA) | 1.62% | 0% | 74.94% | 11/7/2025 |
 Riot (RIOT) | 1.61% | 0% | 69.81% | 11/7/2025 |
 Coinbase (COIN) | 1.6% | 0% | 40.65% | 11/4/2025 |
 Tesla (TSLA) | 1.42% | 4.25% | 32.34% | - |
 BMW (BMW.DE) | 1.22% | 2.14% | 57.79% | - |
 Alphabet (GOOG) | 1.21% | 1.5% | 81.75% | - |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 1.21% | 1.86% | 61.1% | - |
 Bank of America (BAC) | 1.19% | 0.76% | 80% | - |
 3M (MMM) | 1.19% | 0.66% | 93.05% | - |
 Ethereum Classic (ETC) | 1.17% | 0% | 70.52% | 11/4/2025 |
 Disney (DIS) | 1.15% | 0% | 58.77% | 7/9/2025 |
 TRON (TRX) | 1.13% | 0% | 73.7% | 10/24/2025 |
 Bitcoin (BTC) | 1.12% | 0% | 75.26% | 10/9/2025 |
 Rio Tinto (RIO) | 1.1% | 1.6% | 83.25% | - |
 Nestle (NESN.ZU) | 1.06% | 0.9% | 63.9% | - |
 ING (INGA.NV) | 1.06% | 1.51% | 76.23% | - |
 HP (HPQ) | 1.02% | 0.7% | 87.14% | - |
 NYMT (ADAM) | 0.98% | 1.62% | 74.48% | - |
 Intel (INTC) | 0.96% | 0.55% | 97.73% | - |
 TSMC (TSM) | 0.96% | 1.91% | 66.43% | - |
 Johnson & Johnson (JNJ) | 0.94% | 1.24% | 67.73% | - |
 Microsoft (MSFT) | 0.93% | 2.04% | 98.51% | - |
 TotalEnergies (TTE.PA) | 0.93% | 1.63% | 66.17% | - |
 Cisco (CSCO) | 0.91% | 0% | 87.08% | 4/21/2026 |
 Philip Morris (PM) | 0.86% | 0.84% | 80% | - |
 Suncor (SU) | 0.86% | 1.59% | 86.17% | - |
 Ethereum (ETH) | 0.85% | 0% | 66.17% | 10/24/2025 |
 Best Buy (BBY) | 0.81% | 0% | 45.58% | 8/29/2024 |
 UnitedHealth (UNH) | 0.68% | 1.52% | 67.73% | - |
 State Street SPDR S&P 500 ETF (SPY) | 0.65% | 0% | 26.04% | 3/13/2023 |
 JPMorgan (JPM) | 0.61% | 0% | 16.36% | 3/13/2023 |
 Filecoin (FIL) | 0.57% | 0% | 56.62% | 9/24/2025 |
 Uniswap (UNI) | 0.54% | 0% | 47.27% | 10/13/2025 |
 Polkadot (DOT) | 0.5% | 0% | 68.96% | 9/24/2025 |
 Organon (OGN.US) | 0.45% | 0% | 57.27% | 1/9/2026 |
 Invesco QQQ (QQQ) | 0.39% | 0% | 25.39% | 3/13/2023 |
 MSCI (MSCI) | 0.37% | 3.23% | 11.49% | - |
 Algorand (ALGO) | 0.37% | 0% | 59.35% | 10/24/2025 |
 BlackRock (BLK) | 0.33% | 1.58% | 18.38% | - |
 Aramco (SAOC) | 0.3% | 0.32% | 60.13% | - |
 ZIM (ZIM) | 0.3% | 0% | 41.36% | 7/29/2024 |
 Medtronic (MDT.US) | 0.27% | 0% | 8.31% | 5/27/2022 |
 BHP (BHP) | 0.26% | 0% | 15.78% | 5/30/2023 |
 Tingyi (00322.HK) | 0.26% | 0% | 17.4% | 2/1/2023 |
 LVMH (MC.PA) | 0.25% | 0.24% | 55.19% | - |
 Nio (NIO) | 0.25% | 0.71% | 60% | - |
 Terra Classic (LUNC) | 0.23% | 0% | 79.16% | 10/24/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.23% | 0% | 14.03% | 3/16/2023 |
 Vanguard Growth ETF (VUG) | 0.2% | 0% | 13.83% | 3/13/2023 |
 Altria (MO) | 0.2% | 1.41% | 16.49% | - |
 Direxion Daily FTSE China Bull 3X Shares (YINN) | 0.19% | 0.78% | 13.38% | - |
 Walmart (WMT) | 0.18% | 0% | 13.96% | 6/25/2024 |
 ApeCoin (APE) | 0.16% | 0% | 45.45% | 9/24/2025 |
 Solana (SOL) | 0.16% | 0% | 7.08% | 7/18/2022 |
 Litecoin (LTC) | 0.15% | 0% | 3.38% | 2/21/2022 |
 Kenon (KEN) | 0.15% | 0% | 9.09% | 4/27/2023 |
 XRP (XRP) | 0.13% | 0% | 3.9% | 3/1/2022 |
 Dash (DASH) | 0.12% | 0% | 3.9% | 3/1/2022 |
 Aurora Cannabis (ACB) | 0.1% | 0% | 38.83% | 6/9/2025 |
 Novartis (NVS) | 0.08% | 0% | 7.6% | 1/11/2024 |
 Amazon (AMZN) | 0.08% | 2.09% | 5.65% | - |
 LTC Properties (LTC.US) | 0.07% | 0% | 2.14% | 2/2/2022 |
 Axie Infinity (AXS) | 0.07% | 0% | 4.55% | 5/11/2022 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.06% | 0% | 14.29% | 6/1/2023 |
 Global X SuperDividend ETF (SDIV) | 0.06% | 0% | 14.29% | 6/1/2023 |
 Netflix (NFLX) | 0.06% | 1.02% | 5.78% | - |
 Novonesis B (NSIS-B.CO) | 0.05% | 0% | 6.69% | 5/31/2023 |
 China Everbright Environment (00257.HK) | 0.05% | 0% | 6.62% | 6/1/2023 |
 iShares Global REIT ETF (REET) | 0.05% | 0% | 7.27% | 3/16/2023 |
 eToro Group LTD (ETOR) | 0.04% | 0.41% | 10% | - |
 Chiliz (CHZ) | 0.04% | 0% | 2.79% | 5/11/2022 |
 StoneCo (STNE) | 0.04% | 0% | 7.4% | 4/11/2023 |
 Shopify (SHOP) | 0.04% | 0% | 7.27% | 4/27/2023 |
 SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 0.03% | 0% | 1.69% | 3/29/2022 |
 Vale (VALE) | 0.02% | 0% | 1.36% | 6/9/2022 |
 Chainlink (LINK) | 0.01% | 0% | 1.1% | 1/17/2022 |
 Terra 2.0 (LUNA2) | 0.01% | 0% | 53.25% | 5/30/2025 |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.01% | 0% | 0.97% | 2/2/2022 |
 Vanguard Total World Stock ETF (VT.US) | 0% | 0% | 0.78% | 2/2/2022 |
 Sandoz (SDZNY) | 0% | 0% | 3.05% | 11/21/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Visa (V) | 5.66% | 6.52% |
| NVIDIA (NVDA) | 5.22% | 6.36% |
| Citi (C) | 3.25% | 5.74% |
| Tesla (TSLA) | 4.71% | 5.26% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 5.97% | 4.69% |
| Realty Income (O) | 5.22% | 4.2% |
| MSCI (MSCI) | 3.69% | 3.36% |
| Main Street Capital (MAIN) | 3.02% | 3.18% |
| Meta (META) | 2.7% | 3.05% |
| Qualcomm (QCOM) | 2.72% | 3% |
| McDonald's (MCD) | 2.45% | 2.69% |
| Alibaba (BABA) | 1.71% | 2.57% |
| BMW (BMW.DE) | 2.55% | 2.57% |
| Coca-Cola (KO) | 2.45% | 2.46% |
| Apple (AAPL) | 2.2% | 2.42% |
| PayPal (PYPL) | 3.38% | 2.39% |
| Petrobras (PBR) | 3.24% | 2.38% |
| Nike (NKE) | 3.24% | 2.26% |
| Raytheon (RTX) | 1.3% | 2.15% |
| Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 3.32% | 2.05% |
| Verizon (VZ) | 2.36% | 1.91% |
| BlackRock (BLK) | 2.04% | 1.74% |
| TSMC (TSM) | 0.66% | 1.68% |
| NYMT (ADAM) | 2.14% | 1.61% |
| ING (INGA.NV) | 0.87% | 1.58% |
| UnitedHealth (UNH) | 2.18% | 1.56% |
| Alphabet (GOOG) | 0.64% | 1.52% |
| Direxion Daily FTSE China Bull 3X Shares (YINN) | 2.08% | 1.49% |
| Bank of America (BAC) | 1.05% | 1.48% |
| Rio Tinto (RIO) | 1.32% | 1.4% |
| Altria (MO) | 1.63% | 1.35% |
| TotalEnergies (TTE.PA) | 1.44% | 1.26% |
| Microsoft (MSFT) | 1.16% | 1.24% |
| Suncor (SU) | 1.12% | 1.21% |
| Johnson & Johnson (JNJ) | 1.05% | 1.21% |
| Nestle (NESN.ZU) | 1.68% | 1.02% |
| Philip Morris (PM) | 0.65% | 0.94% |
| Cisco (CSCO) | 0.59% | 0.9% |
| AT&T (T) | 0.79% | 0.87% |
| HP (HPQ) | 1.22% | 0.78% |
| Intel (INTC) | 0.75% | 0.76% |
| 3M (MMM) | 0.7% | 0.76% |
| Nio (NIO) | 1.06% | 0.6% |
| eToro Group LTD (ETOR) | 0.54% | 0.41% |
| LVMH (MC.PA) | 0.48% | 0.35% |
| Aramco (SAOC) | 0.5% | 0.3% |
| Organon (OGN.US) | 0.89% | 0.25% |
Cash & Instruments Over Time
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