Portfolio Diversification
Range
Most Diversified
24 instruments
February 26, 2025
Least Diversified
0 instruments
September 10, 2024
Average
11 instruments
Most Consistent Holdings
Top 5
KSS83.44%
SMCI74.84%
AMD68.79%
AGNC58.28%
AAPL47.77%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since September 10, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Supermicro (SMCI) | 9.56% | 0% | 74.84% | 6/26/2025 |
 Nio (NIO) | 6.4% | 0% | 40.13% | 2/27/2025 |
| AGNC (AGNC) | 5.81% | 0% | 58.28% | 7/8/2025 |
 Terawulf (WULF) | 5.25% | 0% | 9.24% | 5/21/2025 |
| Kohl's (KSS) | 4.1% | 1.66% | 83.44% | - |
| Apple (AAPL) | 3.34% | 12.31% | 47.77% | - |
 Aehr (AEHR) | 3.01% | 0% | 39.17% | 7/10/2025 |
 Snapchat (SNAP) | 2.99% | 0% | 19.11% | 7/15/2025 |
 Moderna (MRNA) | 2.61% | 0% | 22.29% | 7/17/2025 |
| AMD (AMD) | 2.42% | 0% | 68.79% | 6/30/2025 |
 Ethereum (ETH) | 2.31% | 0% | 19.11% | 4/24/2025 |
 DexCom (DXCM) | 2.31% | 0% | 10.19% | 11/26/2024 |
 Pfizer (PFE) | 2.16% | 0% | 33.76% | 3/6/2025 |
 Sirius XM (SIRI) | 2.14% | 1.86% | 47.77% | - |
 DJ30 Index (Non Expiry) (DJ30) | 1.85% | 0% | 3.5% | 6/24/2025 |
 Lumen (LUMN) | 1.83% | 0% | 24.84% | 6/30/2025 |
 Jumia (JMIA) | 1.75% | 0% | 10.19% | 7/1/2025 |
 Cardano (ADA) | 1.71% | 0% | 30.57% | 4/24/2025 |
 EVgo (EVGO) | 1.64% | 0% | 14.33% | 7/18/2025 |
 Polkadot (DOT) | 1.6% | 0% | 34.71% | 4/24/2025 |
 Real Estate Select Sector SPDR (XLRE) | 1.57% | 0% | 40.45% | 4/10/2025 |
 Etsy (ETSY) | 1.57% | 0% | 30.89% | 4/14/2025 |
 NEXTracker (NXT.US) | 1.52% | 0% | 20.38% | 1/7/2025 |
 GameStop (GME) | 1.37% | 8.23% | 21.02% | - |
 Shiba (in millions) (SHIBxM) | 1.37% | 0% | 33.76% | 4/24/2025 |
 NVIDIA (NVDA) | 1.25% | 0% | 6.37% | 6/5/2025 |
 TMTG (DJT) | 1.23% | 0% | 7.32% | 12/13/2024 |
 Peanut the Squirrel (Experimental) (PNUT) | 1.14% | 31.13% | 5.73% | - |
 Microsoft (MSFT) | 1.12% | 0% | 15.29% | 4/10/2025 |
 Under Armour (UAA) | 1.09% | 0% | 10.83% | 7/1/2025 |
 Symbotic (SYM) | 1.08% | 0% | 6.69% | 11/8/2024 |
 Bigbear.Ai (BBAI) | 0.88% | 5.83% | 5.73% | - |
 Applied Digital (APLD) | 0.88% | 0% | 3.18% | 7/18/2025 |
 Dogecoin (DOGE) | 0.85% | 0% | 6.37% | 10/18/2024 |
 Micron (MU) | 0.84% | 0% | 11.46% | 6/5/2025 |
 TRON (TRX) | 0.83% | 0% | 9.87% | 4/8/2025 |
 Fluence (FLNC) | 0.66% | 0% | 1.59% | 6/30/2025 |
 Altria (MO) | 0.61% | 0% | 11.46% | 2/10/2025 |
 Eagle Bancorp (EGBN) | 0.59% | 0% | 4.46% | 7/1/2025 |
 American Eagle (AEO) | 0.58% | 8.25% | 6.37% | - |
 Merck (MRK) | 0.57% | 8.59% | 6.05% | - |
 Abercrombie & Fitch (ANF) | 0.56% | 0% | 1.91% | 5/28/2025 |
 Johnson & Johnson (JNJ) | 0.56% | 0% | 8.28% | 2/4/2025 |
 TriplePoint (TPVG) | 0.51% | 0% | 7.96% | 12/3/2024 |
 Vinci (DG.PA) | 0.46% | 0% | 6.05% | 2/13/2025 |
 Riot (RIOT) | 0.44% | 0% | 5.41% | 2/25/2025 |
 Main Street Capital (MAIN) | 0.42% | 0% | 4.14% | 6/10/2025 |
 PepsiCo (PEP) | 0.4% | 0% | 5.1% | 6/13/2025 |
 Invesco QQQ (QQQ) | 0.37% | 0% | 7.96% | 1/23/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.37% | 0% | 5.41% | 1/23/2025 |
 Bitcoin (BTC) | 0.35% | 0% | 3.5% | 3/6/2025 |
 Robinhood (HOOD) | 0.34% | 0% | 2.23% | 4/24/2025 |
 Realty Income (O) | 0.31% | 0% | 7.96% | 2/25/2025 |
 Dolby (DLB) | 0.3% | 0% | 4.14% | 2/4/2025 |
 MicroStrategy (MSTR) | 0.28% | 0% | 1.91% | 9/26/2024 |
 Macy's (M) | 0.28% | 0% | 2.55% | 12/3/2024 |
 BlackBerry (BB) | 0.23% | 0% | 4.14% | 12/9/2024 |
 Coca-Cola (KO) | 0.23% | 0% | 4.14% | 2/10/2025 |
 Joby Aviation (JOBY) | 0.23% | 0% | 1.59% | 10/23/2024 |
 Meta (META) | 0.23% | 0% | 4.78% | 2/4/2025 |
 XRP (XRP) | 0.22% | 0% | 3.5% | 3/6/2025 |
 Verizon (VZ) | 0.22% | 0% | 5.41% | 2/13/2025 |
 Citi (C) | 0.21% | 0% | 2.23% | 10/15/2024 |
 Bristol-Myers Squibb (BMY) | 0.21% | 0% | 1.27% | 9/27/2024 |
 McDonald's (MCD) | 0.18% | 0% | 4.78% | 2/27/2025 |
 Solana (SOL) | 0.17% | 0% | 3.82% | 1/18/2025 |
 ExxonMobil (XOM) | 0.17% | 0% | 4.14% | 2/10/2025 |
 Snowflake (SNOW) | 0.17% | 0% | 1.59% | 11/13/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.15% | 0% | 0.96% | 4/14/2025 |
 Floki (in millions) (Experimental) (FLOKIxM) | 0.14% | 14.84% | 0.96% | - |
 Halliburton (HAL) | 0.13% | 6.68% | 1.91% | - |
 CVS Health (CVS) | 0.12% | 0% | 2.23% | 1/13/2025 |
 ConocoPhillips (COP) | 0.12% | 0% | 2.23% | 1/13/2025 |
 Marathon Digital (MARA) | 0.11% | 0% | 1.91% | 1/23/2025 |
 iShares Russell 1000 Growth ETF (IWF) | 0.1% | 0% | 2.55% | 12/11/2024 |
 Amazon (AMZN) | 0.09% | 0% | 2.55% | 2/5/2025 |
 Zoom (ZM) | 0.08% | 0% | 2.23% | 2/4/2025 |
 AES (AES) | 0.08% | 0% | 4.78% | 6/10/2025 |
 ConEd (ED) | 0.07% | 0% | 0.96% | 7/18/2025 |
 Southwestern Energy (SWN) | 0.06% | 0% | 0.32% | 9/19/2024 |
 EUR/CHF (EURCHF) | 0.04% | 0% | 0.32% | 9/27/2024 |
 TotalEnergies (TTE.PA) | 0.04% | 0% | 1.91% | 9/17/2024 |
 Redwood Trust (RWT) | 0.03% | 0% | 0.64% | 2/27/2025 |
 Whitehorse Finance (WHF) | 0.03% | 0% | 0.64% | 2/27/2025 |
 Tesla (TSLA) | 0.02% | 0% | 0.32% | 10/24/2024 |
 Intel (INTC) | 0.02% | 0% | 0.64% | 3/6/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Supermicro (SMCI) | 38.11% | 35.83% |
| Nio (NIO) | 17.69% | 15.89% |
| Dolby (DLB) | 9.47% | 11.74% |
| Lumen (LUMN) | 7.9% | 7.74% |
| AGNC (AGNC) | 6.63% | 7.33% |
| NEXTracker (NXT.US) | 6.32% | 6.89% |
| Kohl's (KSS) | 6.63% | 6.37% |
| Real Estate Select Sector SPDR (XLRE) | 3.47% | 4.03% |
| AMD (AMD) | 3.47% | 3.77% |