Portfolio Diversification
Range
Most Diversified
59 instruments
July 11, 2025
Least Diversified
24 instruments
March 7, 2023
Average
40.2 instruments
Most Consistent Holdings
Top 5
AGNC100%
DIV100%
SDIV100%
NIO100%
SPWRQ100%
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 |
|---|---|---|---|---|
 AI-Edge | 6.79% | 32.08% | 16.47% | - |
 Mattel (MAT) | 4.5% | 0% | 58.03% | 2/26/2025 |
 ALTIA-Investment | 3.96% | 0% | 50.3% | 8/1/2025 |
 Warner Bros Discovery (WBD) | 3.86% | 0% | 56.12% | 4/10/2025 |
 iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) | 3.48% | 0% | 75.5% | 8/7/2025 |
 Disney (DIS) | 3.45% | 0% | 54.22% | 5/12/2025 |
 BAT (BATS.L) | 3.04% | 0% | 40.66% | 7/30/2024 |
| 2.86% | 0% | 32.83% | 4/24/2024 | |
 Semtech (SMTC) | 2.09% | 0% | 64.96% | 9/24/2025 |
 BILL (BILL) | 1.78% | 0% | 10.64% | 6/6/2023 |
 iShares MSCI China ETF (MCHI) | 1.73% | 0% | 48.19% | 4/2/2025 |
 PDD Holdings (PDD) | 1.69% | 0% | 30.92% | 3/20/2025 |
 Etsy (ETSY) | 1.6% | 0.3% | 82.43% | - |
| 1.58% | 0% | 27.71% | 3/22/2024 | |
 Solana (SOL) | 1.52% | 0% | 21.59% | 8/19/2025 |
 Alexebi | 1.51% | 0% | 15.86% | 7/10/2023 |
 Sumitomo Mitsui (SMFG) | 1.43% | 0% | 54.42% | 9/24/2025 |
 Mitsubishi UFJ (MUFG) | 1.42% | 0% | 51.61% | 10/1/2025 |
 Intel (INTC) | 1.36% | 0% | 44.58% | 5/12/2025 |
 Amazon (AMZN) | 1.31% | 9.16% | 18.98% | - |
 Alibaba (BABA) | 1.28% | 0% | 59.84% | 4/2/2025 |
 Chord Energy (CHRD) | 1.21% | 0.61% | 37.85% | - |
 AI-Revolution | 1.19% | 0% | 13.45% | 1/31/2025 |
 Telecom Italia (TIT.MI) | 1.18% | 0% | 65.66% | 3/26/2025 |
 Alphabet (GOOG) | 1.18% | 0% | 44.18% | 9/24/2025 |
 Target2030-FT | 1.09% | 12.65% | 8.53% | - |
| Global SuperDividend US ETF (DIV) | 1.06% | 0.18% | 100% | - |
 GSK (GSK.L) | 1% | 0% | 21.99% | 7/30/2024 |
 Block Inc. (XYZ) | 0.95% | 0% | 39.16% | 11/11/2024 |
 Petrobras (PBR) | 0.86% | 1.88% | 21.79% | - |
 Farfetch (FTCHQ) | 0.78% | 0% | 59.34% | 9/24/2024 |
| Global X SuperDividend ETF (SDIV) | 0.78% | 0.25% | 100% | - |
 Weyerhaeuser (WY) | 0.77% | 0.35% | 39.96% | - |
 Corsair (CRSR) | 0.74% | 0% | 56.93% | 2/21/2025 |
 VanEck Morningstar Wide Moat ETF (MOAT) | 0.74% | 0% | 21.89% | 3/19/2024 |
 EuropeDefense | 0.73% | 7.96% | 10.14% | - |
 AT&T (T) | 0.72% | 0% | 33.53% | 4/15/2024 |
 AMD (AMD) | 0.72% | 0.28% | 54.22% | - |
 GoPro (GPRO) | 0.71% | 0.14% | 78.71% | - |
 DHT Holdings (DHT) | 0.71% | 0% | 26.71% | 5/30/2025 |
 Paramount (PSKY) | 0.69% | 0% | 37.05% | 5/17/2024 |
 PayPal (PYPL) | 0.69% | 0% | 75% | 5/30/2025 |
 Hasbro (HAS) | 0.67% | 0.98% | 34.44% | - |
 STMicroelectronics (STMMI.MI) | 0.65% | 0% | 32.43% | 2/10/2025 |
 Tencent (0700.HK) | 0.65% | 0% | 36.35% | 8/6/2024 |
 Enel (ENEL.MI) | 0.64% | 0% | 34.84% | 4/26/2024 |
 Tesla (TSLA) | 0.64% | 0% | 12.85% | 4/24/2025 |
 acetoandrea | 0.63% | 0% | 7.73% | 6/14/2023 |
 Truist (TFC) | 0.62% | 0% | 18.78% | 1/24/2024 |
 Ethereum (ETH) | 0.62% | 0% | 17.17% | 7/24/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.58% | 8.26% | 8.84% | - |
 CSPC (01093.HK) | 0.58% | 0% | 52.71% | 6/2/2025 |
 Bayer (BAYN.DE) | 0.58% | 0.15% | 65.06% | - |
 IBM (IBM) | 0.57% | 0% | 17.67% | 2/28/2024 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.55% | 0% | 48.69% | 5/8/2024 |
| 0.54% | 0% | 6.22% | 6/15/2023 | |
 Invesco Preferred ETF (PGX) | 0.53% | 0% | 43.17% | 3/14/2024 |
 Intesa Sanpaolo (ISP.MI) | 0.49% | 0% | 12.65% | 3/26/2025 |
 XRP (XRP) | 0.49% | 0% | 16.47% | 3/24/2024 |
 Baidu (BIDU) | 0.48% | 0% | 50.9% | 9/24/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.48% | 0% | 15.86% | 10/16/2023 |
 Tritax (BBOX.L) | 0.47% | 0% | 15.86% | 5/30/2025 |
 Sanofi (SAN.PA) | 0.47% | 0.83% | 33.53% | - |
 Pfizer (PFE) | 0.47% | 1.92% | 19.38% | - |
 Qualcomm (QCOM) | 0.46% | 0.16% | 52.51% | - |
 Devon Energy (DVN) | 0.45% | 0.38% | 32.33% | - |
 Nike (NKE) | 0.42% | 0.2% | 41.27% | - |
 NVIDIA (NVDA) | 0.41% | 0% | 15.16% | 5/29/2025 |
 Canopy Growth (CGC) | 0.4% | 0.03% | 54.72% | - |
 Ferragamo (SFER.MI) | 0.4% | 0.03% | 81.22% | - |
 Ubisoft (UBI.PA) | 0.36% | 0% | 4.62% | 2/28/2023 |
 Roku (ROKU) | 0.35% | 0% | 14.56% | 9/19/2024 |
 Casino (CO.PA) | 0.33% | 0.01% | 54.02% | - |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 0.32% | 0% | 14.66% | 5/30/2023 |
 thomaspj | 0.31% | 3.32% | 9.84% | - |
 Bitcoin (BTC) | 0.27% | 0% | 7.83% | 8/1/2025 |
 Cracker Barrel (CBRL) | 0.27% | 0% | 6.43% | 1/2/2024 |
 MercadoLibre (MELI) | 0.26% | 0% | 7.13% | 8/16/2023 |
 Cardano (ADA) | 0.23% | 0% | 13.96% | 11/5/2023 |
 MicroStrategy (MSTR) | 0.22% | 0% | 16.47% | 5/30/2025 |
 Invitae Corp (NVTAQ) | 0.22% | 0% | 39.86% | 2/14/2024 |
 eToro Group LTD (ETOR) | 0.22% | 0.86% | 14.16% | - |
 Yancoal Australia Ltd (YAL.ASX) | 0.22% | 0.94% | 15.86% | - |
 Nucor (NUE) | 0.2% | 1.02% | 15.66% | - |
 ARM (ARM) | 0.19% | 0% | 10.54% | 1/23/2025 |
 Splunk Inc (SPLK) | 0.19% | 0% | 7.03% | 8/24/2023 |
 Hon Hai Precision (HHPD.L) | 0.19% | 0.33% | 27.01% | - |
 Asana (ASAN) | 0.18% | 0% | 6.33% | 3/6/2023 |
 OutSmartNSDQ | 0.17% | 2.79% | 6.33% | - |
 Litecoin (LTC) | 0.17% | 0% | 22.09% | 3/13/2024 |
| AGNC (AGNC) | 0.16% | 0.03% | 100% | - |
 Netflix (NFLX) | 0.16% | 0% | 8.94% | 11/30/2023 |
 Lockheed Martin (LMT) | 0.16% | 1.47% | 10.54% | - |
 LucaMeier | 0.15% | 0% | 3.11% | 7/17/2023 |
 Verizon (VZ) | 0.15% | 0% | 5.52% | 9/13/2023 |
 UnitedHealth (UNH) | 0.15% | 0.71% | 16.27% | - |
 Northrop Grumman (NOC) | 0.15% | 1.36% | 10.54% | - |
 Boeing (BA) | 0.14% | 1.13% | 10.54% | - |
 Enterprise Products (EPD) | 0.13% | 0% | 5.02% | 9/6/2023 |
 SoundHound (SOUN) | 0.13% | 0% | 10.14% | 8/5/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.13% | 0.53% | 14.06% | - |
 Orchid (OXT) | 0.12% | 0% | 19.28% | 8/11/2023 |
 Canaan (CAN) | 0.12% | 0.15% | 28.21% | - |
 Upstart (UPST) | 0.12% | 0.11% | 29.12% | - |
| SunPower (SPWRQ) | 0.11% | 0% | 57.73% | 8/7/2024 |
| Nio (NIO) | 0.11% | 0.01% | 100% | - |
 EVgo (EVGO) | 0.11% | 0% | 2.81% | 1/30/2023 |
 Lucid (LCID) | 0.11% | 0.03% | 98.19% | - |
 Brookfield (BN.US) | 0.11% | 0% | 14.66% | 5/30/2023 |
 Pepe (in millions) (Experimental) (PEPExM) | 0.1% | 0.15% | 25.8% | - |
 MFE (MFEB.MI) | 0.1% | 0% | 1.91% | 1/20/2023 |
 American Airlines (AAL) | 0.1% | 0% | 3.01% | 2/6/2023 |
 FundManagerZech | 0.1% | 0% | 0.8% | 3/16/2023 |
 First Republic Bank (FRCB) | 0.09% | 0% | 59.54% | 3/25/2025 |
 ZIM (ZIM) | 0.09% | 0% | 5.42% | 7/19/2023 |
 Rekor Systems (REKR) | 0.09% | 0% | 11.24% | 5/29/2025 |
 Take-Two (TTWO) | 0.08% | 0% | 2.71% | 3/6/2023 |
 Johnson & Johnson (JNJ) | 0.08% | 0% | 1.1% | 5/30/2023 |
 BJ's (BJ) | 0.08% | 0% | 4.62% | 2/17/2023 |
 Diasorin (DIA.MI) | 0.08% | 0.74% | 9.14% | - |
 ChinaA50 Index (Non Expiry) (CHINA50) | 0.08% | 0% | 2.91% | 7/14/2023 |
 Jaguar Health (JAGX) | 0.07% | 0% | 6.53% | 3/8/2023 |
 Corbus Pharmaceuticals (CRBP) | 0.07% | 0% | 3.61% | 6/14/2023 |
 Bank of America (BAC) | 0.07% | 0% | 3.31% | 8/9/2023 |
 Atai (ATAI) | 0.07% | 0.89% | 9.24% | - |
 Shopify (SHOP) | 0.06% | 0% | 2.01% | 9/1/2023 |
 Fetch.ai (FET) | 0.05% | 0% | 27.41% | 11/13/2023 |
 Atos (ATO.PA) | 0.05% | 0% | 10.04% | 3/7/2025 |
 Kellanova (K) | 0.03% | 0% | 1% | 7/10/2023 |
 Alibaba (9988.HK) | 0.03% | 0% | 1.61% | 1/17/2023 |
 Brookfield (BAM) | 0.03% | 0% | 20.18% | 7/24/2023 |
 Deere (DE) | 0.03% | 0% | 3.01% | 5/30/2025 |
 SPDR S&P 500 ETF (SPY) | 0.03% | 0% | 7.43% | 9/5/2025 |
 Terra Classic (LUNC) | 0.03% | 0% | 1.71% | 3/15/2024 |
 3M (MMM) | 0.03% | 0% | 0.9% | 7/26/2023 |
 Emcor (EME) | 0.03% | 0% | 7.73% | 8/7/2025 |
 Chipotle (CMG) | 0.03% | 0% | 4.22% | 3/23/2023 |
 Invesco QQQ (QQQ) | 0.02% | 0% | 7.53% | 9/5/2025 |
 Apple (AAPL) | 0.02% | 0% | 0.4% | 2/6/2023 |
 Vanguard Total Bond Market ETF (BND) | 0.02% | 0.17% | 10.24% | - |
 Curve (CRV) | 0.02% | 0% | 2.21% | 6/25/2023 |
 SharonConnolly | 0.02% | 0% | 0.3% | 7/12/2023 |
 StoneCo (STNE) | 0.02% | 0% | 0.6% | 5/11/2023 |
 TRON (TRX) | 0.02% | 0% | 0.8% | 7/22/2023 |
| 0.02% | 0% | 0.3% | 8/1/2024 | |
 Juventus (JUVE.MI) | 0.02% | 0% | 0.6% | 4/3/2023 |
 Alphabet (GOOGL) | 0.02% | 0% | 0.5% | 2/8/2023 |
 Ishares Russell 2000 ETF (IWM) | 0.01% | 0% | 7.43% | 9/5/2025 |
 Vanguard Total International Stock ETF (VXUS) | 0.01% | 0% | 7.43% | 9/5/2025 |
 GE (GE) | 0.01% | 0% | 0.3% | 2/3/2023 |
 Vallourec (VK.PA) | 0.01% | 0.73% | 1.81% | - |
 Occidental (OXY) | 0.01% | 0% | 0.5% | 5/24/2023 |
 Oil (Non Expiry) (OIL) | 0.01% | 0% | 0.1% | 7/7/2023 |
 Kyber Network (KNC) | 0.01% | 0% | 0.9% | 2/8/2023 |
 Atmos (ATO) | 0.01% | 0% | 1.61% | 1/17/2023 |
 Immutable X (IMX) | 0.01% | 0% | 0.8% | 2/15/2023 |
 Prysmian (PRY.MI) | 0.01% | 0% | 0.5% | 8/16/2023 |
 Poste Italiane (PST.MI) | 0.01% | 0% | 0.3% | 3/23/2023 |
 Meta (META) | 0.01% | 0% | 0.5% | 12/12/2024 |
 Serum (SRM) | 0.01% | 0% | 1.41% | 1/15/2023 |
 Aurora Cannabis (ACB) | 0% | 0% | 2.81% | 5/1/2024 |
 Lennar (LEN) | 0% | 0% | 0.1% | 6/15/2023 |
 Amp (AMP) | 0% | 0% | 1.1% | 7/24/2023 |
 Accenture (ACN) | 0% | 0% | 0.2% | 8/18/2023 |
 Dick's (DKS) | 0% | 0% | 0.1% | 9/4/2024 |
 Maersk (MAERSKB.CO) | 0% | 0% | 0.1% | 4/3/2025 |
 Build and Build (BNB) | 0% | 0% | 0.3% | 6/12/2023 |
 Golden Ocean (GOGL.US) | 0% | 0% | 0.2% | 2/8/2023 |
 Viking Holdings Ltd (VIK) | 0% | 0% | 0.1% | 5/2/2024 |
 GE Vernova (GEV) | 0% | 0% | 2.81% | 5/1/2024 |
 Bonk Inu (in millions) (Experimental) (BONKxM) | 0% | 0% | 0.2% | 12/6/2024 |
 Shiba (in millions) (SHIBxM) | 0% | 0% | 0.2% | 8/17/2023 |
 Wolfspeed (WOLF) | 0% | 0% | 0.2% | 5/2/2025 |
 ApeCoin (APE) | 0% | 0% | 0.1% | 3/13/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| AI-Revolution | 8.03% | 9.21% |
| ALTIA-Investment | 5.68% | 6.48% |
| Solana (SOL) | 5.3% | 6.03% |
| Mattel (MAT) | 5.97% | 5.88% |
| PDD Holdings (PDD) | 6.58% | 5.84% |
| Chord Energy (CHRD) | 4.7% | 4.58% |
| Semtech (SMTC) | 2.36% | 4.56% |
| iShares MSCI China ETF (MCHI) | 3.67% | 4.49% |
| iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) | 3.25% | 3.81% |
| Intesa Sanpaolo (ISP.MI) | 3.14% | 3.73% |
| Tritax (BBOX.L) | 2.82% | 3.29% |
| Mitsubishi UFJ (MUFG) | 2.59% | 3.28% |
| Alphabet (GOOG) | 2.35% | 2.62% |
| Weyerhaeuser (WY) | 2.35% | 2.48% |
| DHT Holdings (DHT) | 2.35% | 2.4% |
| Devon Energy (DVN) | 2.35% | 2.24% |
| Rekor Systems (REKR) | 1.08% | 2.15% |
| Disney (DIS) | 1.67% | 1.91% |
| Sumitomo Mitsui (SMFG) | 1.31% | 1.84% |
| MicroStrategy (MSTR) | 1.88% | 1.58% |
| NVIDIA (NVDA) | 1.41% | 1.58% |
| Alibaba (BABA) | 1.6% | 1.54% |
| Etsy (ETSY) | 1.89% | 1.35% |
| Nike (NKE) | 1.2% | 1.26% |
| Telecom Italia (TIT.MI) | 1.32% | 1.25% |
| AMD (AMD) | 1.5% | 1.22% |
| STMicroelectronics (STMMI.MI) | 1.69% | 1.2% |
| Hasbro (HAS) | 0.94% | 1.05% |
| ARM (ARM) | 0.94% | 0.99% |
| Canaan (CAN) | 0.94% | 0.96% |
| Baidu (BIDU) | 1.13% | 0.96% |
| Qualcomm (QCOM) | 0.97% | 0.88% |
| Intel (INTC) | 0.77% | 0.84% |
| PayPal (PYPL) | 0.56% | 0.81% |
| Upstart (UPST) | 0.94% | 0.79% |
| CSPC (01093.HK) | 0.94% | 0.73% |
| Bayer (BAYN.DE) | 0.94% | 0.66% |
| Global SuperDividend US ETF (DIV) | 0.56% | 0.6% |
| Corsair (CRSR) | 1.26% | 0.54% |
| Atos (ATO.PA) | 0.47% | 0.48% |
| Canopy Growth (CGC) | 1.5% | 0.43% |
| GoPro (GPRO) | 1.38% | 0.42% |
| Global X SuperDividend ETF (SDIV) | 0.38% | 0.39% |
| Casino (CO.PA) | 1.02% | 0.38% |
| Ferragamo (SFER.MI) | 0.56% | 0.31% |
| AGNC (AGNC) | 0.09% | 0.08% |
| Lucid (LCID) | 0.14% | 0.03% |
| Nio (NIO) | 0.14% | 0.03% |
| SunPower (SPWRQ) | 0.19% | 0% |
| Farfetch (FTCHQ) | 2.35% | 0% |
| First Republic Bank (FRCB) | 0.83% | 0% |