Portfolio Diversification
Range
Most Diversified
85 instruments
November 19, 2024
Least Diversified
0 instruments
February 2, 2025
Average
71.6 instruments
Most Consistent Holdings
Top 5
GOOG99.87%
MSFT99.87%
DIS99.87%
INTC99.87%
MCD99.87%
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 |
|---|---|---|---|---|
 CryptoPortfolio | 13.7% | 0% | 99.87% | 2/1/2025 |
 FranciscoOrtiz13 | 5.14% | 0% | 99.87% | 2/1/2025 |
| Disney (DIS) | 4.37% | 0% | 99.87% | 2/1/2025 |
 PayPal (PYPL) | 4.23% | 0% | 99.87% | 2/1/2025 |
 JeppeKirkBonde | 4% | 0% | 99.87% | 2/1/2025 |
 Block Inc. (XYZ) | 3.68% | 0% | 99.87% | 2/1/2025 |
 Cardano (ADA) | 3.38% | 0% | 99.87% | 2/1/2025 |
| Alphabet (GOOG) | 3.34% | 0% | 99.87% | 2/1/2025 |
 Occidental (OXY) | 2.23% | 0% | 99.87% | 2/1/2025 |
 Meta (META) | 2.16% | 0% | 87.38% | 2/1/2025 |
 Roche (ROG.ZU) | 1.86% | 0% | 95.75% | 2/1/2025 |
 Warner Bros Discovery (WBD) | 1.86% | 0% | 99.87% | 2/1/2025 |
 Polkadot (DOT) | 1.83% | 0% | 99.87% | 2/1/2025 |
 LVMH (MC.PA) | 1.79% | 0% | 79.42% | 2/1/2025 |
 Bitcoin (BTC) | 1.72% | 0% | 81.27% | 9/13/2024 |
| McDonald's (MCD) | 1.57% | 0% | 99.87% | 2/1/2025 |
 Alphabet (GOOGL) | 1.51% | 0% | 96.55% | 2/1/2025 |
 Target (TGT) | 1.48% | 0% | 99.87% | 2/1/2025 |
 Nike (NKE) | 1.32% | 0% | 99.87% | 2/1/2025 |
 Pershing Square (PSH.L) | 1.25% | 0% | 94.29% | 2/1/2025 |
 Fortinet (FTNT) | 1.18% | 0% | 70.39% | 2/1/2025 |
 Procter & Gamble (PG) | 1.17% | 0% | 80.08% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 1.09% | 0% | 78.49% | 2/1/2025 |
| Microsoft (MSFT) | 1.02% | 0% | 99.87% | 2/1/2025 |
 Amazon (AMZN) | 0.99% | 0% | 75.96% | 2/1/2025 |
 MercadoLibre (MELI) | 0.97% | 0% | 43.29% | 11/30/2023 |
 Adobe (ADBE) | 0.86% | 0% | 74.24% | 2/1/2025 |
 Walmart (WMT) | 0.8% | 0% | 99.87% | 2/1/2025 |
 Salesforce (CRM) | 0.78% | 0% | 95.48% | 1/13/2025 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.76% | 0% | 21.25% | 6/13/2023 |
 ASML (ASML) | 0.75% | 0% | 26.16% | 2/1/2025 |
 Coca-Cola (KO) | 0.75% | 0% | 78.49% | 2/1/2025 |
 Shopify (SHOP) | 0.73% | 0% | 99.87% | 2/1/2025 |
 NVIDIA (NVDA) | 0.71% | 0% | 74.77% | 2/1/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.71% | 0% | 66.14% | 2/1/2025 |
 Alibaba (BABA) | 0.67% | 0% | 99.87% | 2/1/2025 |
 SPDR Gold (GLD) | 0.64% | 0% | 99.87% | 2/1/2025 |
 Apple (AAPL) | 0.63% | 0% | 67.73% | 8/5/2024 |
 Spotify (SPOT) | 0.62% | 0% | 55.38% | 2/29/2024 |
 Costco (COST) | 0.62% | 0% | 93.63% | 12/16/2024 |
 Tencent (0700.HK) | 0.61% | 0% | 99.87% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 0.58% | 0% | 99.87% | 2/1/2025 |
 JPMorgan (JPM) | 0.57% | 0% | 47.01% | 12/28/2023 |
 Polygon Ecosystem (ex Matic) (POL) | 0.56% | 0% | 99.87% | 2/1/2025 |
 AMD (AMD) | 0.56% | 0% | 77.56% | 2/1/2025 |
 Visa (V) | 0.55% | 0% | 99.87% | 2/1/2025 |
 Royal Gold (RGLD) | 0.54% | 0% | 39.18% | 2/1/2025 |
 Vanguard Total World Stock ETF (VT.US) | 0.52% | 0% | 99.87% | 2/1/2025 |
 ARK Innovation ETF (ARKK) | 0.51% | 0% | 99.87% | 2/1/2025 |
 FDJ (FDJ.PA) | 0.51% | 0% | 82.6% | 9/23/2024 |
 thomaspj | 0.51% | 0% | 27.89% | 2/1/2025 |
 Quant (QNT) | 0.51% | 0% | 44.22% | 12/3/2024 |
 Deere (DE) | 0.49% | 0% | 55.78% | 2/1/2025 |
 Pfizer (PFE) | 0.45% | 0% | 72.11% | 2/1/2025 |
 Vanguard Small-Cap ETF (VB) | 0.45% | 0% | 99.87% | 2/1/2025 |
 Chipotle (CMG) | 0.42% | 0% | 67.46% | 2/1/2025 |
 Netflix (NFLX) | 0.41% | 0% | 58.17% | 3/22/2024 |
 CVS Health (CVS) | 0.4% | 0% | 79.55% | 2/1/2025 |
 Teladoc (TDOC) | 0.4% | 0% | 87.12% | 10/28/2024 |
| Intel (INTC) | 0.39% | 0% | 99.87% | 2/1/2025 |
 General Mills (GIS) | 0.39% | 0% | 67.6% | 2/1/2025 |
 PepsiCo (PEP) | 0.39% | 0% | 53.12% | 2/1/2025 |
 Expedia (EXPE) | 0.37% | 0% | 96.41% | 2/1/2025 |
 Lockheed Martin (LMT) | 0.36% | 0% | 79.15% | 2/1/2025 |
 ARK Fintech Innovation ETF (ARKF) | 0.36% | 0% | 99.87% | 2/1/2025 |
 iShares Core Conservative Allocation ETF (AOK) | 0.36% | 0% | 76.76% | 2/1/2025 |
 FNV (FNV) | 0.36% | 0% | 36.65% | 1/13/2025 |
 Starbucks (SBUX) | 0.35% | 0% | 37.58% | 2/1/2025 |
 Celanese (CE) | 0.32% | 0% | 41.97% | 11/20/2023 |
 iShares Core Aggressive Allocation ETF (AOA) | 0.32% | 0% | 76.76% | 2/1/2025 |
 TransUnion (TRU) | 0.32% | 0% | 42.9% | 9/23/2024 |
 Fidelity National Financial (FNF) | 0.29% | 0% | 48.47% | 1/8/2024 |
 Kinross Gold (KGC) | 0.29% | 0% | 37.58% | 2/1/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.27% | 0% | 66.27% | 1/28/2025 |
 Nio (NIO) | 0.25% | 0% | 99.87% | 2/1/2025 |
 Qualcomm (QCOM) | 0.25% | 0% | 35.59% | 3/4/2024 |
 IOTA (MIOTA) | 0.22% | 0% | 99.87% | 2/1/2025 |
 Merck (MRK) | 0.22% | 0% | 28.42% | 2/1/2025 |
 Ishares Russell 2000 ETF (IWM) | 0.2% | 0% | 24.7% | 2/1/2025 |
 Coinbase (COIN) | 0.2% | 0% | 27.36% | 10/31/2024 |
 PDD Holdings (PDD) | 0.19% | 0% | 34.66% | 9/25/2023 |
 Litecoin (LTC) | 0.19% | 0% | 41.17% | 11/14/2023 |
 FedEx (FDX) | 0.18% | 0% | 40.77% | 10/31/2024 |
 Gestamp (GEST.MC) | 0.18% | 0% | 52.86% | 2/1/2025 |
 Micron (MU) | 0.16% | 0% | 24.17% | 2/1/2025 |
 TRON (TRX) | 0.16% | 0% | 87.52% | 10/31/2024 |
 Ferrari (RACE) | 0.15% | 0% | 35.59% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 0.14% | 0% | 21.12% | 6/12/2023 |
 GSK (GSK.L) | 0.13% | 0% | 71.98% | 2/1/2025 |
 3M (MMM) | 0.13% | 0% | 37.32% | 2/1/2025 |
 Inmode (INMD) | 0.13% | 0% | 53.12% | 2/1/2025 |
 Moncler (MONC.MI) | 0.12% | 0% | 17% | 2/1/2025 |
 Verallia (VRLA.PA) | 0.1% | 0% | 17% | 2/1/2025 |
 Domino's (DPZ) | 0.1% | 0% | 26.16% | 2/1/2025 |
 SPDR S&P Midcap 400 (MDY) | 0.1% | 0% | 9.96% | 2/1/2025 |
 Estee Lauder (EL) | 0.09% | 0% | 19.12% | 2/1/2025 |
 RBI (QSR) | 0.09% | 0% | 32.67% | 2/1/2025 |
 Solana (SOL) | 0.08% | 0% | 20.45% | 2/1/2025 |
 Victoria's Secret (VSCO) | 0.08% | 0% | 57.1% | 8/15/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.07% | 0% | 72.11% | 2/1/2025 |
 Roku (ROKU) | 0.06% | 0% | 9.16% | 3/13/2023 |
 Verizon (VZ) | 0.06% | 0% | 21.12% | 6/12/2023 |
 Ishares Msci Canada Etf (EWC) | 0.06% | 0% | 35.72% | 2/1/2025 |
 Global Payments (GPN) | 0.04% | 0% | 9.96% | 2/1/2025 |
 Invesco S&P Smallcap Low Vol (XSLV) | 0.03% | 0% | 9.96% | 2/1/2025 |
 Porsche (P911.DE) | 0.03% | 0% | 12.75% | 2/1/2025 |
 Tesla (TSLA) | 0.02% | 0% | 3.32% | 4/29/2024 |
 Carvana (CVNA) | 0.02% | 0% | 26.69% | 7/24/2023 |
 Avalanche (AVAX) | 0.02% | 0% | 9.83% | 3/12/2024 |
 XRP (XRP) | 0.02% | 0% | 9.03% | 3/11/2024 |
 Decentraland (MANA) | 0.01% | 0% | 21.12% | 6/12/2023 |
 Nestle (NESN.ZU) | 0.01% | 0% | 2.52% | 2/1/2025 |
 F&G Annuities & Life (FG) | 0% | 0% | 21.12% | 6/12/2023 |
 Broadcom (AVGO) | 0% | 0% | 0.53% | 2/1/2025 |
 Solventum (SOLV) | 0% | 0% | 34.13% | 2/1/2025 |
 Meituan (03690.HK) | 0% | 0% | 9.96% | 6/13/2023 |
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% |