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Portfolio Diversification
Range
Most Diversified
42 instruments
November 28, 2024
Least Diversified
0 instruments
February 2, 2025
Average
34.2 instruments
Most Consistent Holdings
Top 5
AGNC99.67%
PYPL99.67%
XYZ99.67%
SPY99.67%
PALL99.67%
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 |
|---|---|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 9.74% | 12.18% | 99.67% | - |
| AGNC (AGNC) | 6.62% | 5.43% | 99.67% | - |
 Altria (MO) | 6.45% | 8.61% | 77.78% | - |
 AT&T (T) | 5.87% | 6.82% | 85.71% | - |
 thomaspj | 5.47% | 0% | 65.08% | 4/21/2026 |
 Coca-Cola (KO) | 5.37% | 5.36% | 95.91% | - |
 Bank of America (BAC) | 3.44% | 0.85% | 60.9% | - |
| Abrdn Palladium ETF Trust (PALL) | 3.32% | 2.97% | 99.67% | - |
 Direxion Daily S&P Biotech Bear 3X Shares (LABD) | 3.16% | 0.11% | 91.81% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 3.14% | 3.52% | 86.05% | - |
 Adobe (ADBE) | 3.03% | 2.35% | 85.63% | - |
 ARK Innovation ETF (ARKK) | 2.2% | 0% | 81.2% | 9/11/2025 |
 AbbVie (ABBV) | 1.95% | 2.09% | 84.04% | - |
 Nestle (NESN.ZU) | 1.86% | 1.03% | 68.92% | - |
 Wise (WISE.L) | 1.69% | 2.22% | 60.9% | - |
 Chevron (CVX) | 1.61% | 0% | 93.98% | 3/27/2026 |
 Novo-Nordisk (NVO) | 1.58% | 0.91% | 65.5% | - |
 NVIDIA (NVDA) | 1.56% | 2.94% | 51.88% | - |
 Direxion Shares Etf Trust-Direxion Daily Homebuilders & Supplies Bull 3x Shares (NAIL) | 1.53% | 1.25% | 55.72% | - |
 Procter & Gamble (PG) | 1.4% | 0% | 74.27% | 8/4/2025 |
 iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 1.39% | 0% | 67.75% | 6/5/2025 |
 Johnson & Johnson (JNJ) | 1.13% | 0% | 72.85% | 7/16/2025 |
 Intel (INTC) | 1.12% | 0% | 31.16% | 8/15/2025 |
 3M (MMM) | 1% | 0% | 49.87% | 10/14/2024 |
 UPS (UPS) | 0.86% | 1.13% | 90.31% | - |
 Nu (NU) | 0.85% | 0% | 18.96% | 6/30/2025 |
 Rheinmetall (RHM.DE) | 0.83% | 0% | 29.16% | 11/8/2024 |
 Starbucks (SBUX) | 0.76% | 0% | 54.14% | 2/18/2025 |
 Amazon (AMZN) | 0.74% | 0% | 15.62% | 8/17/2023 |
 Citi (C) | 0.73% | 0% | 29.57% | 12/28/2023 |
 Apple (AAPL) | 0.67% | 0% | 21.3% | 11/19/2024 |
 Tesla (TSLA) | 0.67% | 0% | 31.08% | 12/13/2024 |
 Wizz Air (WIZZ.L) | 0.6% | 2.73% | 35.67% | - |
 Flight Centre (FLT.ASX) | 0.57% | 0.89% | 45.53% | - |
 Deere (DE) | 0.5% | 0% | 16.88% | 3/28/2024 |
 HP (HPQ) | 0.48% | 0.84% | 42.36% | - |
 Reckitt (RKT.L) | 0.48% | 0% | 26.15% | 1/24/2025 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.48% | 0% | 22.56% | 4/5/2024 |
 ASML (ASML) | 0.44% | 2.72% | 20.22% | - |
 Domino's (DOM.L) | 0.44% | 0% | 26.4% | 12/9/2024 |
 Levi's (LEVI) | 0.41% | 0% | 18.63% | 11/24/2023 |
 SPDR Gold (GLD) | 0.39% | 0% | 13.7% | 2/3/2025 |
| Block Inc. (XYZ) | 0.38% | 0.3% | 99.67% | - |
 Ambarella (AMBA) | 0.37% | 0% | 37.34% | 11/26/2024 |
 Shopify (SHOP) | 0.36% | 0% | 22.39% | 11/11/2024 |
 Netflix (NFLX) | 0.34% | 0% | 13.62% | 6/16/2023 |
| PayPal (PYPL) | 0.34% | 0.18% | 99.67% | - |
 Siemens Energy (ENR.DE) | 0.33% | 0% | 18.46% | 3/21/2024 |
 UnitedHealth (UNH) | 0.31% | 1.61% | 20.63% | - |
 Sherwin-Williams (SHW) | 0.3% | 0% | 12.7% | 6/5/2023 |
 ADM (ADM) | 0.3% | 0% | 13.62% | 7/8/2024 |
 Dollarydoos | 0.29% | 0% | 42.44% | 4/21/2026 |
 Triton International Limited (TRTN) | 0.28% | 0% | 14.7% | 10/10/2023 |
 Amcor (AMCR) | 0.28% | 1.33% | 19.8% | - |
 Shiba (in millions) (SHIBxM) | 0.27% | 0% | 35.17% | 3/4/2024 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.27% | 0% | 16.29% | 7/23/2025 |
 AMC (AMC) | 0.26% | 0% | 79.37% | 4/21/2026 |
 Constellation Brands (STZ) | 0.25% | 1.33% | 19.8% | - |
 Direxion Daily Gold Miners Index Bear 2X Shares (DUST) | 0.25% | 0% | 9.52% | 6/20/2023 |
 Pepe (in millions) (PEPExM) | 0.24% | 0% | 30.49% | 12/25/2025 |
 AUS200 Index (Non Expiry) (AUS200) | 0.24% | 0% | 9.27% | 10/23/2023 |
 GitLab (GTLB) | 0.23% | 0% | 12.45% | 3/15/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.22% | 0% | 3.09% | 2/8/2023 |
 a.k.a. Brands (AKA.US) | 0.22% | 0.13% | 99.67% | - |
 Aramark (ARMK) | 0.2% | 0% | 10.53% | 2/6/2024 |
 Meta (META) | 0.19% | 0% | 9.52% | 4/28/2023 |
 Vertiv (VRT) | 0.19% | 0% | 10.61% | 12/11/2023 |
 Direct Line Group (DLG.L) | 0.18% | 0% | 17.21% | 6/25/2025 |
 New Relic (NEWR) | 0.18% | 0% | 8.1% | 11/13/2023 |
 Lamb Weston (LW) | 0.17% | 0% | 9.11% | 7/24/2024 |
 Dell (DELL) | 0.17% | 0% | 14.54% | 3/1/2024 |
 Viasat (VSAT) | 0.15% | 0% | 28.82% | 8/4/2025 |
 Bitcoin (BTC) | 0.15% | 0% | 11.95% | 8/19/2025 |
 Deutsche Telekom (DTE.DE) | 0.15% | 0% | 18.38% | 2/16/2026 |
 FedEx (FDX) | 0.15% | 0% | 7.52% | 3/21/2024 |
 Macy's (M) | 0.13% | 0% | 13.37% | 12/26/2024 |
 PVH (PVH) | 0.12% | 0% | 6.18% | 6/17/2024 |
 Verizon (VZ) | 0.11% | 1.27% | 8.77% | - |
 BigTech | 0.11% | 0% | 7.18% | 4/4/2025 |
 Workday (WDAY) | 0.1% | 0% | 6.77% | 8/23/2024 |
 Foot Locker (FL) | 0.1% | 0% | 7.02% | 5/30/2024 |
 Nordic Semiconductor (NOD.OL) | 0.1% | 0% | 7.27% | 1/16/2025 |
 Siemens (SIE.DE) | 0.1% | 0% | 2.17% | 1/27/2023 |
 USD/HUF (USDHUF) | 0.09% | 0% | 3.76% | 9/16/2025 |
 Oracle (ORCL) | 0.09% | 0% | 3.51% | 1/24/2024 |
 U.S. Steel (X) | 0.09% | 0% | 7.18% | 12/18/2023 |
 Nuvei (NVEI) | 0.09% | 0% | 5.6% | 11/14/2023 |
 Palo Alto Networks (PANW) | 0.07% | 0.27% | 23.48% | - |
 Warner Bros Discovery (WBD) | 0.07% | 0% | 2.92% | 12/14/2023 |
 Williams-Sonoma (WSM) | 0.07% | 0% | 11.03% | 4/7/2025 |
 LendingTree (TREE) | 0.06% | 0% | 4.68% | 1/27/2025 |
 EUR/HUF (EURHUF) | 0.05% | 0% | 2.01% | 11/28/2024 |
 Coffee Arabica (Expiring Future) (Coffee.FUT) | 0.05% | 0% | 3.26% | 3/9/2026 |
 Gold (Non Expiry) (GOLD) | 0.04% | 0% | 2.42% | 8/13/2024 |
 Discover (DFS) | 0.04% | 0% | 2.09% | 9/27/2023 |
 Maersk (MAERSKB.CO) | 0.03% | 0% | 1.67% | 2/8/2024 |
 PostNL (PNL.NV) | 0.03% | 0% | 1.84% | 8/31/2023 |
 Spirit (SAVEQ) | 0.03% | 0% | 1.67% | 3/6/2024 |
 Capri (CPRI) | 0.03% | 0% | 1.5% | 8/29/2023 |
 Direxion Daily FTSE China Bull 3X Shares (YINN) | 0.03% | 0% | 1.92% | 11/6/2024 |
 Dick's (DKS) | 0.03% | 0% | 1.75% | 8/2/2024 |
 Alphabet (GOOG) | 0.03% | 0% | 1.34% | 3/14/2024 |
 Silver (Non Expiry) (SILVER) | 0.02% | 0% | 0.75% | 4/14/2023 |
 Kohl's (KSS) | 0.02% | 0% | 1.25% | 6/20/2024 |
 Alibaba (BABA) | 0.02% | 0% | 0.84% | 9/21/2023 |
 ACM Research (ACMR) | 0.02% | 0% | 2.67% | 9/23/2025 |
 Datadog (DDOG) | 0.02% | 0% | 0.75% | 11/29/2023 |
 Solventum (SOLV) | 0.01% | 0% | 5.35% | 6/6/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 1% | 7/8/2025 |
 GER40 Index (Non Expiry) (GER40) | 0.01% | 0% | 0.92% | 3/31/2026 |
 Lean Hogs (Expiring Future) (LeanHogs.FUT) | 0.01% | 0% | 0.42% | 5/1/2023 |
 Athersys (ATHXQ) | 0.01% | 0% | 18.21% | 8/10/2023 |
 Similarweb (SMWB) | 0.01% | 0% | 0.33% | 9/18/2023 |
 NextEra Energy Partners (XIFR) | 0% | 0% | 0.25% | 10/2/2023 |
 iRhythm (IRTC) | 0% | 0% | 0.25% | 8/7/2023 |
 Caterpillar (CAT) | 0% | 0% | 0.17% | 8/4/2023 |
 SoFi (SOFI) | 0% | 0% | 0.17% | 8/2/2023 |
 UK100 Index (Non Expiry) (UK100) | 0% | 0% | 0.17% | 8/17/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| thomaspj | 20.29% | 20.35% |
| State Street SPDR S&P 500 ETF (SPY) | 8.93% | 12.14% |
| Altria (MO) | 5.95% | 7.98% |
| AT&T (T) | 4.17% | 6.73% |
| AGNC (AGNC) | 5.95% | 5.52% |
| Coca-Cola (KO) | 4.46% | 5.18% |
| Adobe (ADBE) | 5.8% | 4.85% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 2.98% | 3.41% |
| Abrdn Palladium ETF Trust (PALL) | 3.72% | 3.23% |
| NVIDIA (NVDA) | 1.49% | 2.83% |
| Wise (WISE.L) | 2.23% | 2.65% |
| AbbVie (ABBV) | 1.49% | 2.42% |
| Nestle (NESN.ZU) | 2.98% | 2.26% |
| ASML (ASML) | 1.49% | 2.06% |
| Wizz Air (WIZZ.L) | 1.49% | 1.71% |
| UnitedHealth (UNH) | 1.49% | 1.6% |
| Amcor (AMCR) | 1.49% | 1.4% |
| Chevron (CVX) | 1.49% | 1.28% |
| Direxion Shares Etf Trust-Direxion Daily Homebuilders & Supplies Bull 3x Shares (NAIL) | 3.57% | 1.28% |
| Flight Centre (FLT.ASX) | 1.49% | 1.23% |
| Novo-Nordisk (NVO) | 2.98% | 1.22% |
| Constellation Brands (STZ) | 1.49% | 1.22% |
| UPS (UPS) | 1.49% | 1.09% |
| HP (HPQ) | 1.49% | 0.91% |
| Bank of America (BAC) | 1.19% | 0.85% |
| Deutsche Telekom (DTE.DE) | 0.89% | 0.79% |
| Dollarydoos | 0.7% | 0.72% |
| Palo Alto Networks (PANW) | 0.3% | 0.3% |
| Block Inc. (XYZ) | 0.6% | 0.28% |
| PayPal (PYPL) | 0.89% | 0.22% |
| Direxion Daily S&P Biotech Bear 3X Shares (LABD) | 1.49% | 0.18% |
| a.k.a. Brands (AKA.US) | 0.89% | 0.15% |
| AMC (AMC) | 0.89% | 0.1% |
Cash & Instruments Over Time
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