Portfolio Diversification
Range
Most Diversified
85 instruments
November 19, 2024
Least Diversified
0 instruments
February 2, 2025
Average
73 instruments
Most Consistent Holdings
Top 5
GOOG99.9%
MSFT99.9%
DIS99.9%
INTC99.9%
MCD99.9%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 CryptoPortfolio | 12.38% | 6.66% | 99.79% | - |
 FranciscoOrtiz13 | 4.09% | 0% | 91.33% | 6/16/2025 |
| Disney (DIS) | 3.58% | 0.31% | 99.9% | - |
 PayPal (PYPL) | 3.43% | 0.54% | 99.9% | - |
| Alphabet (GOOG) | 3.36% | 4.97% | 99.9% | - |
 JeppeKirkBonde | 3.35% | 0% | 91.43% | 6/17/2025 |
 Block Inc. (XYZ) | 3.17% | 0.99% | 99.9% | - |
 Cardano (ADA) | 3.13% | 1.61% | 99.9% | - |
 LVMH (MC.PA) | 3.05% | 7.19% | 84% | - |
 ASML (ASML) | 2.48% | 8.26% | 42.62% | - |
 Occidental (OXY) | 2.44% | 2.67% | 99.9% | - |
 Meta (META) | 2.33% | 3.97% | 87% | - |
 Alphabet (GOOGL) | 1.81% | 3.72% | 97.32% | - |
 Polkadot (DOT) | 1.76% | 1.32% | 99.9% | - |
 Roche (ROG.ZU) | 1.55% | 0% | 80.7% | 4/4/2025 |
| McDonald's (MCD) | 1.54% | 0.83% | 99.9% | - |
 Warner Bros Discovery (WBD) | 1.48% | 0% | 80.19% | 2/27/2025 |
 Target (TGT) | 1.44% | 0.98% | 99.9% | - |
| Microsoft (MSFT) | 1.38% | 2.61% | 99.9% | - |
 Bitcoin (BTC) | 1.33% | 0% | 63.16% | 9/13/2024 |
 Johnson & Johnson (JNJ) | 1.3% | 1.88% | 83.28% | - |
 Pershing Square (PSH.L) | 1.25% | 1.19% | 95.56% | - |
 Procter & Gamble (PG) | 1.25% | 1.27% | 84.52% | - |
 Amazon (AMZN) | 1.22% | 2.45% | 81.32% | - |
 Nike (NKE) | 1.21% | 0.88% | 99.9% | - |
 Novo Nordisk (NOVO-B.CO) | 1.18% | 3.02% | 73.68% | - |
 NVIDIA (NVDA) | 1.1% | 2.21% | 80.39% | - |
 Fortinet (FTNT) | 1.08% | 0.62% | 76.99% | - |
 AMD (AMD) | 0.88% | 1.6% | 82.56% | - |
 SPDR Gold (GLD) | 0.8% | 1.33% | 99.9% | - |
 Royal Gold (RGLD) | 0.79% | 1.46% | 52.63% | - |
 Walmart (WMT) | 0.76% | 0.53% | 99.9% | - |
 Salesforce (CRM) | 0.76% | 0.66% | 92.78% | - |
 MercadoLibre (MELI) | 0.76% | 0% | 33.64% | 11/30/2023 |
 Adobe (ADBE) | 0.75% | 0.28% | 79.98% | - |
 Coca-Cola (KO) | 0.7% | 0.36% | 83.28% | - |
 PepsiCo (PEP) | 0.7% | 1.93% | 63.57% | - |
 Visa (V) | 0.67% | 0.91% | 99.9% | - |
 Kinross Gold (KGC) | 0.63% | 2.22% | 51.5% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.59% | 0% | 16.51% | 6/13/2023 |
 Shopify (SHOP) | 0.59% | 0% | 83.69% | 4/2/2025 |
 Alibaba (BABA) | 0.56% | 0% | 98.04% | 8/19/2025 |
 Broadcom (AVGO) | 0.55% | 3.54% | 22.7% | - |
 thomaspj | 0.53% | 0% | 31.17% | 5/6/2025 |
 Polygon Ecosystem (ex Matic) (POL) | 0.52% | 0% | 98.76% | 8/26/2025 |
 Tencent (0700.HK) | 0.51% | 0% | 83.49% | 4/1/2025 |
 Berkshire Hathaway (BRK.B) | 0.5% | 0% | 87% | 5/5/2025 |
 Vanguard Total World Stock ETF (VT.US) | 0.49% | 0.35% | 99.79% | - |
 Apple (AAPL) | 0.49% | 0% | 52.63% | 8/5/2024 |
 Coinbase (COIN) | 0.49% | 2.37% | 40.97% | - |
 Pfizer (PFE) | 0.49% | 0.66% | 78.33% | - |
 ARK Innovation ETF (ARKK) | 0.49% | 0.6% | 99.79% | - |
 Spotify (SPOT) | 0.48% | 0% | 43.03% | 2/29/2024 |
 Costco (COST) | 0.48% | 0% | 72.76% | 12/16/2024 |
 Vanguard Small-Cap ETF (VB) | 0.47% | 0.48% | 99.9% | - |
 JPMorgan (JPM) | 0.45% | 0% | 36.53% | 12/28/2023 |
 General Mills (GIS) | 0.45% | 0.8% | 74.82% | - |
 Deere (DE) | 0.43% | 0% | 48.92% | 3/28/2025 |
 CVS Health (CVS) | 0.42% | 0.39% | 84.11% | - |
 FDJ (FDJU.PA) | 0.4% | 0% | 64.19% | 9/23/2024 |
 Chipotle (CMG) | 0.4% | 0% | 67.18% | 6/25/2025 |
 Quant (QNT) | 0.39% | 0% | 34.37% | 12/3/2024 |
 Micron (MU) | 0.39% | 1.39% | 41.07% | - |
| Intel (INTC) | 0.37% | 0.32% | 99.9% | - |
 Lockheed Martin (LMT) | 0.34% | 0.23% | 83.8% | - |
 Merck (MRK) | 0.33% | 0.89% | 44.38% | - |
 iShares Core Conservative Allocation ETF (AOK) | 0.32% | 0% | 67.7% | 4/21/2025 |
 Netflix (NFLX) | 0.32% | 0% | 45.2% | 3/22/2024 |
 Celanese (CE) | 0.31% | 1.16% | 42.52% | - |
 Teladoc (TDOC) | 0.31% | 0% | 67.7% | 10/28/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.31% | 0.63% | 41.49% | - |
 ARK Fintech Innovation ETF (ARKF) | 0.3% | 0% | 83.18% | 3/28/2025 |
 Expedia (EXPE) | 0.29% | 0% | 77.19% | 2/24/2025 |
 iShares Core Aggressive Allocation ETF (AOA) | 0.29% | 0% | 67.7% | 4/21/2025 |
 Starbucks (SBUX) | 0.28% | 0% | 31.48% | 2/24/2025 |
 Global Payments (GPN) | 0.28% | 1.39% | 30.03% | - |
 FNV (FNV) | 0.28% | 0% | 28.48% | 1/13/2025 |
 SPDR S&P Midcap 400 (MDY) | 0.27% | 0.8% | 29.93% | - |
 Gestamp (GEST.MC) | 0.27% | 0.59% | 63.36% | - |
 Verallia (VRLA.PA) | 0.26% | 0.53% | 35.5% | - |
 TransUnion (TRU) | 0.25% | 0% | 33.33% | 9/23/2024 |
 Fidelity National Financial (FNF) | 0.22% | 0% | 37.67% | 1/8/2024 |
 Nio (NIO) | 0.22% | 0% | 96.49% | 8/4/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.21% | 0% | 51.5% | 1/28/2025 |
 Estee Lauder (EL) | 0.2% | 0.71% | 37.15% | - |
 IOTA (MIOTA) | 0.2% | 0% | 98.76% | 8/26/2025 |
 Qualcomm (QCOM) | 0.19% | 0% | 27.66% | 3/4/2024 |
 Moncler (MONC.MI) | 0.19% | 0.26% | 35.5% | - |
 3M (MMM) | 0.15% | 0.2% | 51.29% | - |
 PDD Holdings (PDD) | 0.15% | 0% | 26.93% | 9/25/2023 |
 Litecoin (LTC) | 0.14% | 0% | 31.99% | 11/14/2023 |
 GSK (GSK.L) | 0.14% | 0.15% | 78.22% | - |
 Inmode (INMD) | 0.14% | 0.16% | 63.57% | - |
 FedEx (FDX) | 0.14% | 0% | 31.68% | 10/31/2024 |
 Ferrari (RACE) | 0.14% | 0% | 33.23% | 3/28/2025 |
 UnitedHealth (UNH) | 0.14% | 1.66% | 12.07% | - |
 TRON (TRX) | 0.13% | 0% | 68.01% | 10/31/2024 |
 Porsche (P911.DE) | 0.12% | 0.66% | 32.2% | - |
 RBI (QSR) | 0.11% | 0.17% | 47.68% | - |
 SPDR S&P 500 ETF (SPY) | 0.11% | 0% | 16.41% | 6/12/2023 |
 Constellation Brands (STZ) | 0.11% | 0.39% | 19.09% | - |
 Invesco S&P Smallcap Low Vol (XSLV) | 0.09% | 0.25% | 30.03% | - |
 Domino's (DPZ) | 0.09% | 0% | 22.7% | 2/25/2025 |
 Ishares Msci Canada Etf (EWC) | 0.07% | 0.13% | 49.95% | - |
 Campbell Soup (CPB) | 0.07% | 0.72% | 14.86% | - |
 Teva (TEVA) | 0.07% | 0.4% | 19.09% | - |
 ExxonMobil (XOM) | 0.07% | 0.58% | 12.49% | - |
 IFF (IFF) | 0.07% | 0.7% | 14.24% | - |
 EPAM (EPAM) | 0.07% | 0% | 13% | 8/26/2025 |
 Solana (SOL) | 0.07% | 0.02% | 38.18% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.06% | 0% | 65.12% | 5/1/2025 |
 Victoria's Secret (VSCO) | 0.06% | 0% | 44.38% | 8/15/2024 |
 Roku (ROKU) | 0.05% | 0% | 7.12% | 3/13/2023 |
 Verizon (VZ) | 0.04% | 0% | 16.41% | 6/12/2023 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.04% | 0.35% | 13.42% | - |
 Novo-Nordisk (NVO) | 0.04% | 0.87% | 7.74% | - |
 Hims & Hers (HIMS) | 0.03% | 0.51% | 10.84% | - |
 National Vision (EYE) | 0.03% | 0.25% | 9.91% | - |
 Nestle (NESN.ZU) | 0.02% | 0% | 7.84% | 3/31/2025 |
 Zegona (ZEG.L) | 0.02% | 1.22% | 2.58% | - |
 Tesla (TSLA) | 0.02% | 0% | 2.58% | 4/29/2024 |
 Carvana (CVNA) | 0.01% | 0% | 20.74% | 7/24/2023 |
 Avalanche (AVAX) | 0.01% | 0% | 7.64% | 3/12/2024 |
 XRP (XRP) | 0.01% | 0% | 7.02% | 3/11/2024 |
 Decentraland (MANA) | 0.01% | 0% | 16.41% | 6/12/2023 |
 Solventum (SOLV) | 0% | 0% | 40.25% | 7/8/2025 |
 F&G Annuities & Life (FG) | 0% | 0% | 16.41% | 6/12/2023 |
 Meituan (03690.HK) | 0% | 0% | 7.74% | 6/13/2023 |
 NOVATEK OAO (NVTKL.L) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| CryptoPortfolio | 8.72% | 13.43% |
| Cardano (ADA) | 3.72% | 5.8% |
| LVMH (MC.PA) | 5.71% | 5.14% |
| ASML (ASML) | 5.27% | 4.78% |
| Occidental (OXY) | 4.3% | 3.41% |
| McDonald's (MCD) | 2.99% | 3% |
| Polkadot (DOT) | 2.9% | 2.97% |
| Block Inc. (XYZ) | 2.46% | 2.64% |
| Novo Nordisk (NOVO-B.CO) | 3.35% | 2.5% |
| Disney (DIS) | 1.99% | 2.31% |
| Johnson & Johnson (JNJ) | 2.39% | 2% |
| Roche (ROG.ZU) | 2.22% | 1.97% |
| NVIDIA (NVDA) | 1.68% | 1.93% |
| JeppeKirkBonde | 1.66% | 1.73% |
| thomaspj | 1.83% | 1.7% |
| AMD (AMD) | 2.13% | 1.67% |
| Warner Bros Discovery (WBD) | 1.66% | 1.39% |
| Royal Gold (RGLD) | 1.44% | 1.36% |
| Pershing Square (PSH.L) | 1.27% | 1.35% |
| Alphabet (GOOGL) | 0.91% | 1.31% |
| Alphabet (GOOG) | 0.83% | 1.31% |
| Fortinet (FTNT) | 0.85% | 1.3% |
| Nike (NKE) | 1.61% | 1.18% |
| Procter & Gamble (PG) | 1.12% | 1.16% |
| Salesforce (CRM) | 0.9% | 1.15% |
| Kinross Gold (KGC) | 1.21% | 1.12% |
| Visa (V) | 1.1% | 1.09% |
| SPDR S&P Midcap 400 (MDY) | 1.13% | 0.98% |
| SPDR Gold (GLD) | 0.96% | 0.98% |
| Moncler (MONC.MI) | 1.04% | 0.95% |
| Target (TGT) | 1.02% | 0.93% |
| PayPal (PYPL) | 1.04% | 0.88% |
| Polygon Ecosystem (ex Matic) (POL) | 1.35% | 0.84% |
| FNV (FNV) | 0.93% | 0.81% |
| Deere (DE) | 0.77% | 0.79% |
| Microsoft (MSFT) | 0.77% | 0.77% |
| Ishares Russell 2000 ETF (IWM) | 0.82% | 0.76% |
| Amazon (AMZN) | 0.62% | 0.76% |
| FranciscoOrtiz13 | 0.73% | 0.74% |
| Shopify (SHOP) | 0.52% | 0.73% |
| Verallia (VRLA.PA) | 0.83% | 0.72% |
| Merck (MRK) | 0.92% | 0.69% |
| Pfizer (PFE) | 0.8% | 0.64% |
| Coca-Cola (KO) | 0.71% | 0.64% |
| Starbucks (SBUX) | 0.58% | 0.63% |
| CVS Health (CVS) | 0.88% | 0.62% |
| Walmart (WMT) | 0.4% | 0.62% |
| Vanguard Small-Cap ETF (VB) | 0.58% | 0.59% |
| ARK Innovation ETF (ARKK) | 0.82% | 0.59% |
| Micron (MU) | 0.73% | 0.58% |
| Gestamp (GEST.MC) | 0.71% | 0.56% |
| iShares Core Aggressive Allocation ETF (AOA) | 0.54% | 0.53% |
| Estee Lauder (EL) | 0.59% | 0.52% |
| PepsiCo (PEP) | 0.65% | 0.52% |
| iShares Core Conservative Allocation ETF (AOK) | 0.54% | 0.51% |
| Tencent (0700.HK) | 0.58% | 0.49% |
| Adobe (ADBE) | 0.58% | 0.46% |
| General Mills (GIS) | 0.51% | 0.44% |
| Berkshire Hathaway (BRK.B) | 0.38% | 0.44% |
| Meta (META) | 0.38% | 0.43% |
| Vanguard Total World Stock ETF (VT.US) | 0.39% | 0.41% |
| Global Payments (GPN) | 0.44% | 0.39% |
| ARK Fintech Innovation ETF (ARKF) | 0.31% | 0.38% |
| Ferrari (RACE) | 0.38% | 0.36% |
| Domino's (DPZ) | 0.38% | 0.35% |
| Invesco S&P Smallcap Low Vol (XSLV) | 0.38% | 0.33% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 0.36% | 0.32% |
| Lockheed Martin (LMT) | 0.38% | 0.31% |
| Intel (INTC) | 0.53% | 0.28% |
| Inmode (INMD) | 0.31% | 0.23% |
| Porsche (P911.DE) | 0.28% | 0.22% |
| RBI (QSR) | 0.26% | 0.22% |
| 3M (MMM) | 0.18% | 0.22% |
| IOTA (MIOTA) | 0.38% | 0.21% |
| Chipotle (CMG) | 0.19% | 0.21% |
| GSK (GSK.L) | 0.21% | 0.18% |
| Nio (NIO) | 0.6% | 0.17% |
| Expedia (EXPE) | 0.11% | 0.16% |
| Ishares Msci Canada Etf (EWC) | 0.15% | 0.14% |
| Alibaba (BABA) | 0.38% | 0.13% |
| Vanguard Total Stock Market ETF (VTI) | 0.08% | 0.09% |
| Solana (SOL) | 0.01% | 0.01% |
| Solventum (SOLV) | 0% | 0.01% |