Portfolio Diversification
Range
Most Diversified
265 instruments
December 19, 2023
Least Diversified
1 instruments
August 11, 2023
Average
68.8 instruments
Most Consistent Holdings
Top 5
NVDA87.23%
TQQQ82.16%
META80.03%
COST74.8%
BRK.B71.03%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since August 11, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| ProShares UltraPro QQQ (TQQQ) | 11.74% | 38.39% | 82.16% | - |
 Cintas (CTAS) | 8.19% | 1.06% | 56.63% | - |
 Novo Nordisk (NOVO-B.CO) | 7.97% | 0% | 33.88% | 4/2/2024 |
 Novo-Nordisk (NVO) | 7.42% | 0.16% | 55.81% | - |
 Vanguard S&P 500 ETF (VOO) | 6.08% | 0% | 44.68% | 12/19/2024 |
| NVIDIA (NVDA) | 4.47% | 2.49% | 87.23% | - |
 Intel (INTC) | 3.44% | 0% | 38.13% | 11/20/2024 |
| Meta (META) | 3.05% | 0.12% | 80.03% | - |
 Alpha Metallurgical (AMR) | 2.32% | 0% | 55.97% | 12/3/2024 |
 Realty Income (O) | 1.9% | 0% | 38.63% | 11/20/2024 |
 TSMC (TSM) | 1.89% | 0% | 61.54% | 12/19/2024 |
| Costco (COST) | 1.36% | 0.47% | 74.8% | - |
 UnitedHealth (UNH) | 1.23% | 0.17% | 61.05% | - |
 Salesforce (CRM) | 1.1% | 0.09% | 51.39% | - |
 Apple (AAPL) | 0.95% | 0% | 58.76% | 12/19/2024 |
 Crowdstrike (CRWD) | 0.93% | 0.13% | 51.39% | - |
 Mastercard (MA) | 0.88% | 0% | 60.56% | 11/20/2024 |
 Microsoft (MSFT) | 0.87% | 0% | 58.43% | 11/20/2024 |
 AppLovin (APP) | 0.87% | 2.13% | 52.54% | - |
 Comfort Systems USA (FIX) | 0.84% | 1.48% | 42.88% | - |
 PDD Holdings (PDD) | 0.83% | 0.34% | 56.96% | - |
 McDonald's (MCD) | 0.82% | 0% | 53.68% | 12/19/2024 |
 Coca-Cola Consolidated (COKE) | 0.81% | 0.82% | 43.54% | - |
 Coca-Cola (KO) | 0.74% | 0% | 50.57% | 11/20/2024 |
 Agree Realty (ADC) | 0.72% | 0.25% | 39.61% | - |
 Alphabet (GOOG) | 0.72% | 0% | 63.18% | 12/5/2024 |
| Berkshire Hathaway (BRK.B) | 0.69% | 3.95% | 71.03% | - |
 Zoetis (ZTS) | 0.67% | 0.47% | 63.34% | - |
 Netflix (NFLX) | 0.67% | 4.59% | 67.43% | - |
 Siemens Energy (ENR.DE) | 0.62% | 0% | 10.31% | 6/26/2024 |
 Abercrombie & Fitch (ANF) | 0.52% | 0% | 55.48% | 11/20/2024 |
 Invesco QQQ (QQQ) | 0.49% | 0% | 59.41% | 12/19/2024 |
 Lockheed Martin (LMT) | 0.48% | 0% | 20.29% | 10/29/2024 |
 Supermicro (SMCI) | 0.41% | 0% | 27.82% | 7/29/2024 |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.4% | 0.27% | 51.06% | - |
 Unilever (ULVR.L) | 0.4% | 0% | 19.64% | 7/24/2024 |
 Casey's (CASY) | 0.39% | 0.97% | 61.37% | - |
 Oracle (ORCL) | 0.39% | 0% | 5.73% | 4/30/2024 |
 Cenovus (CVE) | 0.38% | 0% | 19.97% | 7/1/2024 |
 Hershey (HSY) | 0.36% | 0% | 35.68% | 11/7/2024 |
 Tesla (TSLA) | 0.34% | 1.38% | 27.82% | - |
 Altria (MO) | 0.32% | 0% | 38.46% | 9/17/2024 |
 Visa (V) | 0.32% | 0% | 48.28% | 11/20/2024 |
 Lululemon (LULU) | 0.3% | 0.15% | 47.46% | - |
 Broadcom (AVGO) | 0.3% | 0.29% | 30.61% | - |
 Vulcan Materials (VMC) | 0.29% | 0% | 24.06% | 7/10/2024 |
 Commvault (CVLT) | 0.28% | 0% | 31.42% | 12/19/2024 |
 Nike (NKE) | 0.27% | 0% | 21.11% | 11/20/2024 |
 Amazon (AMZN) | 0.25% | 0% | 37.64% | 11/20/2024 |
 Henkel (HEN3.DE) | 0.24% | 0% | 18.49% | 6/19/2024 |
 ASML (ASML) | 0.24% | 0% | 40.26% | 11/20/2024 |
 Fortinet (FTNT) | 0.24% | 0% | 23.57% | 4/30/2024 |
 Capital One (COF) | 0.24% | 0% | 7.04% | 11/28/2023 |
 Rheinmetall (RHM.DE) | 0.23% | 9.99% | 22.26% | - |
 AbbVie (ABBV) | 0.23% | 0% | 41.57% | 11/20/2024 |
 GE (GE) | 0.22% | 0% | 22.59% | 4/30/2024 |
 BlackStone (BX) | 0.22% | 0% | 26.02% | 4/30/2024 |
 Bitcoin (BTC) | 0.21% | 0% | 9.98% | 1/24/2025 |
 Eagle Materials (EXP) | 0.19% | 0.39% | 43.04% | - |
 Citi (C) | 0.19% | 0% | 22.42% | 4/23/2024 |
 Fortuna Silver (FSM) | 0.19% | 4.84% | 14.4% | - |
 Deckers (DECK) | 0.19% | 0% | 23.08% | 12/19/2024 |
 IDEXX (IDXX) | 0.18% | 0% | 27.33% | 11/7/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.18% | 0% | 27.33% | 12/19/2024 |
 TIM (TIMB) | 0.18% | 4.73% | 14.4% | - |
 Vertex (VRTX) | 0.17% | 0% | 28.64% | 10/25/2024 |
 Arch Capital (ACGL) | 0.17% | 0% | 20.46% | 11/7/2024 |
 iShares Semiconductor ETF (SOXX) | 0.17% | 0% | 16.37% | 9/20/2024 |
 Roche (ROG.ZU) | 0.17% | 0% | 25.53% | 10/17/2024 |
 Zscaler (ZS) | 0.17% | 0% | 17.84% | 4/30/2024 |
 Nasdaq (NDAQ) | 0.17% | 0% | 9.33% | 1/12/2024 |
 Alphabet (GOOGL) | 0.16% | 0.14% | 40.1% | - |
 Progressive (PGR) | 0.16% | 0% | 18.49% | 11/20/2024 |
 Disney (DIS) | 0.16% | 0% | 28.15% | 4/30/2024 |
 Nu (NU) | 0.16% | 0% | 19.64% | 11/20/2024 |
 AMD (AMD) | 0.15% | 0% | 21.28% | 5/1/2024 |
 Zurich Insurance (ZURN.ZU) | 0.15% | 3.91% | 15.38% | - |
 Verisign (VRSN) | 0.15% | 0% | 11.46% | 3/6/2024 |
 Waste Management (WM) | 0.15% | 0% | 24.06% | 5/1/2024 |
 Marathon Digital (MARA) | 0.15% | 0% | 5.07% | 4/1/2024 |
 Sabra Health Care REIT (SBRA) | 0.15% | 0% | 20.46% | 7/30/2024 |
 NetEase (NTES) | 0.15% | 0% | 10.31% | 5/23/2024 |
 Modine (MOD) | 0.14% | 0% | 19.15% | 4/30/2024 |
 Rigetti (RGTI) | 0.14% | 0% | 8.02% | 1/27/2025 |
 Eaton (ETN) | 0.14% | 0% | 15.06% | 5/1/2024 |
 Ecolab (ECL) | 0.14% | 0% | 24.22% | 7/1/2024 |
 Axcelis (ACLS) | 0.14% | 0% | 28.64% | 11/20/2024 |
 Endeavour Silver (EXK) | 0.14% | 3.26% | 14.4% | - |
 Chipotle (CMG) | 0.13% | 0% | 45.34% | 11/26/2024 |
 Thermo Fisher (TMO) | 0.13% | 0% | 33.55% | 7/1/2024 |
 WP Carey (WPC) | 0.13% | 0% | 11.78% | 1/18/2024 |
 Vertiv (VRT) | 0.13% | 0% | 8.67% | 7/10/2024 |
 CNR (CNI) | 0.13% | 0% | 9.82% | 3/6/2024 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0.13% | 0.11% | 21.11% | - |
 Halozyme (HALO) | 0.13% | 0% | 16.37% | 11/7/2024 |
 BAT (BATS.L) | 0.12% | 0% | 9.49% | 1/5/2024 |
 Construction Partners (ROAD) | 0.12% | 0% | 11.46% | 4/23/2024 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.12% | 0.43% | 35.68% | - |
 M/I Homes (MHO) | 0.12% | 0% | 21.44% | 4/30/2024 |
 Ally (ALLY) | 0.12% | 0% | 28.31% | 7/1/2024 |
 BlackRock (BLK) | 0.12% | 0% | 16.04% | 3/6/2024 |
 American Express (AXP) | 0.12% | 0.13% | 36.99% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.12% | 0.1% | 24.06% | - |
 Marathon Petroleum (MPC) | 0.12% | 0% | 22.42% | 4/23/2024 |
 Caterpillar (CAT) | 0.11% | 0% | 37.81% | 11/12/2024 |
 HCA (HCA) | 0.11% | 0% | 18.49% | 11/20/2024 |
 Ensign Group (ENSG) | 0.11% | 0% | 25.86% | 7/23/2024 |
 Kellanova (K) | 0.11% | 0% | 10.64% | 10/11/2024 |
 Ulta (ULTA) | 0.11% | 0% | 24.06% | 11/7/2024 |
 Novartis (NVS) | 0.11% | 2.52% | 16.69% | - |
 Johnson & Johnson (JNJ) | 0.11% | 0% | 32.24% | 10/25/2024 |
 MercadoLibre (MELI) | 0.11% | 0% | 11.13% | 5/23/2024 |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.11% | 0% | 14.57% | 12/19/2024 |
 Trade Desk (TTD) | 0.1% | 0% | 21.44% | 7/1/2024 |
 Moody's (MCO) | 0.1% | 0% | 18.66% | 10/14/2024 |
 Emcor (EME) | 0.1% | 0% | 14.24% | 10/25/2024 |
 BOGG (BGEO.L) | 0.09% | 0% | 12.44% | 1/18/2024 |
 Procter & Gamble (PG) | 0.09% | 0% | 35.19% | 10/25/2024 |
 Blue Bird (BLBD) | 0.09% | 0% | 19.64% | 12/5/2024 |
 Vanguard Small-Cap ETF (VB) | 0.09% | 0% | 8.67% | 10/31/2023 |
 Kinsale (KNSL) | 0.09% | 0% | 16.2% | 11/7/2024 |
 AXA (CS.PA) | 0.09% | 1.94% | 15.38% | - |
 Deutsche Telekom (DTE.DE) | 0.09% | 1.83% | 14.57% | - |
 Essex Property Trust (ESS) | 0.09% | 0% | 22.91% | 7/24/2024 |
 AGNC (AGNC) | 0.08% | 0% | 9.49% | 1/4/2024 |
 Colgate (CL) | 0.08% | 0% | 12.93% | 10/14/2024 |
 APA (APA) | 0.08% | 0% | 16.86% | 11/7/2024 |
 Walgreens (WBA) | 0.08% | 0% | 4.58% | 1/4/2024 |
 Hyatt (H) | 0.08% | 0% | 15.71% | 7/1/2024 |
 Airbnb (ABNB) | 0.08% | 0% | 17.02% | 4/30/2024 |
 Wells Fargo (WFC) | 0.08% | 0% | 20.46% | 7/1/2024 |
 Union Pacific (UNP) | 0.07% | 0% | 8.67% | 3/6/2024 |
 Royal Caribbean (RCL) | 0.07% | 0% | 15.71% | 7/1/2024 |
 iShares MSCI Taiwan UCITS ETF (ITWN.L) | 0.07% | 0.15% | 43.04% | - |
 Intuitive Surgical (ISRG) | 0.07% | 0.31% | 33.72% | - |
 Lantheus (LNTH) | 0.07% | 0% | 22.91% | 12/18/2024 |
 Allison (ALSN) | 0.07% | 0% | 20.46% | 10/25/2024 |
 LVMH (MC.PA) | 0.07% | 0% | 17.18% | 7/9/2024 |
 Eli Lilly (LLY) | 0.07% | 0% | 10.47% | 7/26/2024 |
 Floor & Decor (FND) | 0.07% | 0% | 21.11% | 6/27/2024 |
 Philip Morris (PM) | 0.07% | 0% | 14.24% | 4/23/2024 |
 SoFi (SOFI) | 0.07% | 0% | 4.26% | 5/27/2024 |
 Crocs (CROX) | 0.06% | 0% | 21.44% | 12/5/2024 |
 iShares Core Aggressive Allocation ETF (AOA) | 0.06% | 0% | 12.11% | 1/27/2025 |
 Grainger (GWW) | 0.06% | 0% | 22.91% | 12/18/2024 |
 BHP (BHP) | 0.06% | 0% | 32.73% | 11/14/2024 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.06% | 0% | 7.86% | 7/23/2024 |
 CVS Health (CVS) | 0.06% | 0% | 22.75% | 7/1/2024 |
 Inmode (INMD) | 0.06% | 0% | 14.73% | 4/30/2024 |
 Aalberts (AALB.NV) | 0.06% | 0% | 16.2% | 7/2/2024 |
 Dell (DELL) | 0.06% | 0% | 14.73% | 7/11/2024 |
 Vale (VALE) | 0.06% | 0% | 33.55% | 11/11/2024 |
 Ameriprise (AMP.US) | 0.06% | 0% | 17.18% | 12/19/2024 |
 Adobe (ADBE) | 0.06% | 0% | 25.7% | 11/14/2024 |
 Pentair (PNR) | 0.06% | 0% | 12.11% | 4/30/2024 |
 Credit Corp Group (CCP.ASX) | 0.05% | 0% | 6.87% | 1/18/2024 |
 Celsius (CELH) | 0.05% | 0% | 31.75% | 12/5/2024 |
 Deere (DE) | 0.05% | 0% | 18.99% | 3/6/2024 |
 Sherwin-Williams (SHW) | 0.05% | 0% | 24.22% | 7/1/2024 |
 Virtu Financial (VIRT) | 0.05% | 0% | 13.58% | 3/25/2025 |
 Vanguard Total International Stock ETF (VXUS) | 0.05% | 0% | 8.67% | 10/31/2023 |
 Core & Main (CNM) | 0.05% | 0% | 14.89% | 4/30/2024 |
 ADP (ADP) | 0.05% | 0% | 23.08% | 12/19/2024 |
 Vistra (VST) | 0.05% | 0% | 11.62% | 7/1/2024 |
 nVent (NVT) | 0.05% | 0% | 13.91% | 5/1/2024 |
 Dynatrace (DT) | 0.05% | 0% | 18.33% | 7/1/2024 |
 Marriott (MAR) | 0.04% | 0% | 2.95% | 1/4/2024 |
 HeidelbergCement (HEI.DE) | 0.04% | 0% | 17.35% | 6/19/2024 |
 Uber (UBER) | 0.04% | 0% | 15.38% | 4/30/2024 |
 Halliburton (HAL) | 0.04% | 0% | 17.68% | 1/27/2025 |
 Anheuser-Busch (BUD) | 0.04% | 0% | 12.27% | 4/23/2024 |
 Nucor (NUE) | 0.04% | 0% | 2.45% | 1/18/2024 |
 Wendy's (WEN) | 0.04% | 0% | 17.02% | 11/11/2024 |
 Target (TGT) | 0.04% | 0% | 9.82% | 1/4/2024 |
 ON Semiconductor (ON) | 0.04% | 0% | 4.91% | 1/4/2024 |
 Barclays (BARC.L) | 0.04% | 0% | 12.44% | 1/18/2024 |
 iShares Select Dividend ETF (DVY) | 0.04% | 0% | 1.15% | 1/12/2024 |
 Mondelez (MDLZ) | 0.04% | 0% | 20.62% | 7/1/2024 |
 Scorpio Tankers (STNG) | 0.04% | 0% | 14.08% | 5/1/2024 |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 0.04% | 0% | 7.69% | 11/7/2024 |
 PepsiCo (PEP) | 0.04% | 0% | 17.51% | 10/14/2024 |
 Jabil (JBL) | 0.04% | 0% | 12.27% | 12/19/2024 |
 Hilton (HLT) | 0.04% | 0% | 5.07% | 1/4/2024 |
 Rolls-Royce (RR.L) | 0.04% | 0.69% | 13.09% | - |
 Parker-Hannifin (PH) | 0.04% | 0% | 1.47% | 7/26/2024 |
 Pilbara Minerals (PLS.ASX) | 0.04% | 0% | 9.49% | 6/12/2024 |
 Comcast (CMCSA) | 0.04% | 0% | 11.62% | 4/30/2024 |
 ITW (ITW) | 0.03% | 0% | 23.24% | 12/19/2024 |
 NetApp (NTAP) | 0.03% | 0% | 16.86% | 11/11/2024 |
 Shopify (SHOP) | 0.03% | 0% | 15.71% | 4/30/2024 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.03% | 0.22% | 16.2% | - |
 CONSOL Energy (CNR) | 0.03% | 0% | 23.08% | 10/25/2024 |
 Valero (VLO) | 0.03% | 0% | 11.46% | 4/30/2024 |
 Shell (SHEL) | 0.03% | 0% | 6.22% | 4/11/2024 |
 DSV (DSV.CO) | 0.03% | 0% | 6.55% | 1/15/2024 |
 Cencora (COR) | 0.03% | 0% | 14.24% | 10/25/2024 |
 Southern Copper (SCCO) | 0.03% | 0% | 14.08% | 10/25/2024 |
 Best Buy (BBY) | 0.03% | 0% | 37.64% | 11/7/2024 |
 Simon (SPG) | 0.03% | 0% | 8.02% | 4/30/2024 |
 Globant (GLOB) | 0.03% | 0% | 9.49% | 1/12/2024 |
 Verisk (VRSK) | 0.03% | 0% | 19.8% | 11/1/2024 |
 Home Depot (HD) | 0.03% | 0% | 18.99% | 10/25/2024 |
 Bank of America (BAC) | 0.03% | 0% | 10.47% | 1/18/2024 |
 Affirm (AFRM) | 0.03% | 0% | 16.04% | 1/8/2025 |
 Axon (AXON) | 0.02% | 0% | 9% | 1/27/2025 |
 Applied Materials (AMAT) | 0.02% | 0% | 23.08% | 11/7/2024 |
 DocuSign (DOCU) | 0.02% | 0% | 5.07% | 4/30/2024 |
 ADS (WMS) | 0.02% | 0% | 21.11% | 11/1/2024 |
 Chevron (CVX) | 0.02% | 0% | 10.15% | 5/1/2024 |
 Paychex (PAYX) | 0.02% | 0% | 20.79% | 11/14/2024 |
 Palantir (PLTR) | 0.02% | 0% | 21.77% | 5/27/2024 |
 Amp (AMP) | 0.02% | 0% | 17.51% | 11/11/2024 |
 Coeur (CDE) | 0.02% | 0.21% | 14.4% | - |
 Check Point (CHKP) | 0.02% | 0% | 17.51% | 11/14/2024 |
 ICBC (1398.HK) | 0.02% | 0% | 1.15% | 11/7/2023 |
 Copart (CPRT) | 0.02% | 0% | 19.31% | 10/25/2024 |
 JPMorgan (JPM) | 0.02% | 0.13% | 21.11% | - |
 Micron (MU) | 0.02% | 0% | 2.78% | 1/4/2024 |
 SL Green (SLG) | 0.02% | 0% | 7.86% | 1/18/2024 |
 Donaldson (DCI) | 0.02% | 0% | 14.24% | 10/25/2024 |
 Brookfield Infrastructure (BIP) | 0.02% | 0% | 7.36% | 1/18/2024 |
 Allegion (ALLE) | 0.02% | 0% | 7.86% | 4/30/2024 |
 FedEx (FDX) | 0.02% | 0% | 3.93% | 4/30/2024 |
 Murphy USA (MUSA) | 0.02% | 0% | 15.22% | 11/1/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.02% | 0% | 3.93% | 11/25/2024 |
 Li Auto (LI) | 0.02% | 0% | 8.51% | 4/30/2024 |
 Neurocrine Biosciences (NBIX) | 0.02% | 0% | 2.78% | 12/22/2023 |
 T-Mobile (TMUS) | 0.02% | 0% | 15.71% | 4/30/2024 |
 MGM (MGM) | 0.02% | 0% | 3.44% | 2/14/2024 |
 Paycom (PAYC) | 0.02% | 0% | 14.08% | 10/25/2024 |
 HP (HPQ) | 0.02% | 0% | 10.64% | 4/30/2024 |
 Starbucks (SBUX) | 0.02% | 0% | 3.44% | 1/12/2024 |
 Campbell Soup (CPB) | 0.02% | 0% | 6.06% | 5/1/2024 |
 Albemarle (ALB) | 0.02% | 0% | 2.29% | 12/22/2023 |
 Apple Hospitality (APLE) | 0.02% | 0% | 9.49% | 1/4/2024 |
 Raytheon (RTX) | 0.02% | 0% | 6.06% | 7/1/2024 |
 Nestle (NESN.ZU) | 0.02% | 0% | 2.29% | 4/10/2024 |
 Bristol-Myers Squibb (BMY) | 0.01% | 0% | 10.97% | 4/30/2024 |
 iShares MSCI Mexico ETF (EWW) | 0.01% | 0% | 1.8% | 4/1/2024 |
 Besi (BESI.NV) | 0.01% | 0% | 22.42% | 11/11/2024 |
 Universal Corp (UVV) | 0.01% | 0% | 9.66% | 4/30/2024 |
 Walmart (WMT) | 0.01% | 0% | 8.35% | 4/30/2024 |
 STMicroelectronics (STMMI.MI) | 0.01% | 0% | 8.51% | 3/7/2024 |
 C3.ai (AI) | 0.01% | 0% | 3.27% | 3/6/2024 |
 Playa Hotels (PLYA) | 0.01% | 0.13% | 14.4% | - |
 T. Rowe Price (TROW) | 0.01% | 0% | 9.33% | 4/30/2024 |
 Weatherford (WFRD) | 0.01% | 0% | 15.38% | 11/1/2024 |
 Palo Alto Networks (PANW) | 0.01% | 0% | 6.87% | 5/1/2024 |
 SPDR EURO STOXX 50 ETF (FEZ) | 0.01% | 0% | 0.98% | 9/13/2023 |
 BASF (BAS.DE) | 0.01% | 0% | 10.31% | 5/27/2024 |
 VF Corp (VFC) | 0.01% | 0% | 6.55% | 4/23/2024 |
 H&R Block (HRB) | 0.01% | 0% | 11.95% | 11/1/2024 |
 MAG Silver (MAG) | 0.01% | 0.12% | 14.4% | - |
 Industrial Select Sector SPDR (XLI) | 0.01% | 0% | 3.6% | 1/4/2024 |
 Infosys (INFY) | 0.01% | 0% | 17.84% | 10/16/2024 |
 Kimberly-Clark (KMB) | 0.01% | 0% | 23.08% | 10/14/2024 |
 Lincoln Electric (LECO) | 0.01% | 0% | 17.51% | 11/14/2024 |
 Warner Bros Discovery (WBD) | 0.01% | 0% | 11.62% | 4/30/2024 |
 Lennar (LEN) | 0.01% | 0% | 6.38% | 4/30/2024 |
 3M (MMM) | 0.01% | 0% | 13.75% | 7/8/2024 |
 ImmunoGen Inc (IMGN) | 0.01% | 0% | 2.62% | 12/22/2023 |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 0.01% | 0% | 19.64% | 12/20/2024 |
 Mapfre (MAP.MC) | 0.01% | 0% | 9% | 5/27/2024 |
 Technology Select Sector SPDR (XLK) | 0.01% | 0% | 3.27% | 1/2/2024 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.01% | 0% | 11.46% | 10/31/2024 |
 LCI (LCII) | 0.01% | 0% | 0.65% | 1/2/2024 |
 GigaCloud (GCT) | 0.01% | 0% | 0.49% | 4/19/2024 |
 Rivian (RIVN) | 0.01% | 0% | 4.58% | 1/4/2024 |
 Carnival (CCL) | 0.01% | 0% | 5.4% | 4/30/2024 |
 PayPal (PYPL) | 0.01% | 0% | 7.53% | 5/1/2024 |
 ProShares UltraShort 20+ Year Treasury (TBT) | 0.01% | 0% | 13.09% | 11/8/2024 |
 Kingdee (00268.HK) | 0.01% | 0.1% | 8.84% | - |
 Watsco (WSO) | 0.01% | 0% | 15.22% | 10/16/2024 |
 Cemex (CX) | 0.01% | 0% | 9.98% | 6/7/2024 |
 Prologis (PLD) | 0.01% | 0% | 6.87% | 1/18/2024 |
 Ternium (TX) | 0.01% | 0% | 6.06% | 1/4/2024 |
 Chemed (CHE) | 0.01% | 0% | 15.22% | 11/1/2024 |
 Goldman Sachs (GS) | 0.01% | 0.13% | 17.18% | - |
 GE Vernova (GEV) | 0.01% | 0% | 4.42% | 4/30/2024 |
 ZIM (ZIM) | 0.01% | 0% | 2.45% | 12/22/2023 |
 ExxonMobil (XOM) | 0.01% | 0% | 10.15% | 7/11/2024 |
 Autozone (AZO) | 0.01% | 0% | 3.44% | 2/27/2024 |
 Yelp (YELP) | 0.01% | 0% | 7.36% | 5/1/2024 |
 iShares Automation & Robotics UCITS ETF (2B76.DE) | 0.01% | 0% | 19.64% | 12/20/2024 |
 IBM (IBM) | 0.01% | 0% | 9% | 1/8/2025 |
 Alibaba (BABA) | 0.01% | 0% | 14.57% | 7/1/2024 |
 Cameco (CCJ) | 0.01% | 0% | 10.64% | 7/1/2024 |
 Ferguson (FERG.L) | 0.01% | 0% | 15.88% | 11/4/2024 |
 Merck (MRK) | 0.01% | 0% | 16.37% | 10/2/2024 |
 SAP (SAP) | 0.01% | 0% | 4.42% | 4/30/2024 |
 Shell (SHEL.L) | 0.01% | 0% | 13.09% | 7/1/2024 |
 iShares Silver Trust (SLV) | 0.01% | 0.13% | 14.4% | - |
 Warrior Met Coal (HCC) | 0.01% | 0% | 13.58% | 10/25/2024 |
 Qualcomm (QCOM) | 0.01% | 0% | 3.44% | 12/3/2024 |
 MSA (MSA) | 0.01% | 0% | 12.6% | 10/16/2024 |
 Hannon Armstrong (HASI) | 0.01% | 0% | 0.98% | 11/28/2023 |
 TJX (TJX) | 0.01% | 0% | 16.2% | 11/7/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 0.49% | 9/21/2023 |
 Ameris Bank (ABCB) | 0.01% | 0% | 5.89% | 3/6/2024 |
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 0.01% | 0% | 12.93% | 11/7/2024 |
 Main Street Capital (MAIN) | 0.01% | 0% | 14.73% | 3/6/2024 |
 Block Inc. (XYZ) | 0.01% | 0% | 0.98% | 4/1/2024 |
 Perdoceo (PRDO) | 0.01% | 0% | 11.95% | 11/1/2024 |
 Graco (GGG) | 0.01% | 0% | 14.08% | 10/25/2024 |
 Lucid (LCID) | 0.01% | 0% | 2.45% | 12/22/2023 |
 Bayer (BAYN.DE) | 0.01% | 0% | 8.51% | 4/23/2024 |
 Nagarro (NA9.DE) | 0.01% | 0% | 7.04% | 2/28/2024 |
 Vanguard Mega Cap Growth Index Fund (MGK) | 0.01% | 0% | 4.75% | 9/17/2024 |
 Ford (F) | 0.01% | 0% | 8.02% | 1/25/2024 |
 Emerson (EMR) | 0.01% | 0% | 7.86% | 4/30/2024 |
 Powell Industries (POWL) | 0.01% | 0% | 1.47% | 1/12/2024 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.01% | 0.11% | 5.4% | - |
 LendingTree (TREE) | 0.01% | 0% | 4.75% | 1/12/2024 |
 Kraft Heinz (KHC) | 0.01% | 0% | 8.67% | 5/1/2024 |
 GlaxoSmithKline (GSK) | 0.01% | 0% | 0.82% | 4/1/2024 |
 AstraZeneca (AZN) | 0.01% | 0% | 0.82% | 4/1/2024 |
 Sanofi (SNY) | 0.01% | 0% | 0.82% | 4/1/2024 |
 RBC (RY) | 0.01% | 0% | 0.33% | 1/4/2024 |
 Snowflake (SNOW) | 0.01% | 0% | 6.55% | 11/25/2024 |
 SPDR S&P 500 ETF (SPY) | 0.01% | 0% | 6.55% | 10/31/2024 |
 Alexandria (ARE) | 0.01% | 0% | 5.89% | 1/12/2024 |
 Texas Pacific (TPL) | 0% | 0% | 5.89% | 1/8/2025 |
 ANZ (ANZ.ASX) | 0% | 0% | 2.95% | 12/8/2023 |
 CNA (CNA) | 0% | 0.12% | 15.38% | - |
 MGIC (MTG) | 0% | 0.12% | 15.38% | - |
 Heico (HEI) | 0% | 0% | 2.78% | 1/4/2024 |
 Cincinnati Financial (CINF) | 0% | 0.12% | 15.38% | - |
 Assurant (AIZ) | 0% | 0.12% | 15.38% | - |
 Primerica (PRI) | 0% | 0.11% | 15.38% | - |
 Builders FirstSource (BLDR) | 0% | 0% | 3.27% | 3/6/2024 |
 Global Payments (GPN) | 0% | 0.09% | 15.38% | - |
 Texas Instruments (TXN) | 0% | 0% | 5.24% | 7/26/2024 |
 Sony (SONY) | 0% | 0% | 8.02% | 1/25/2024 |
 Nice (NICE) | 0% | 0.14% | 2.95% | - |
 Spirit Realty Capital Inc (SRC) | 0% | 0% | 6.71% | 1/18/2024 |
 ServiceNow (NOW) | 0% | 0% | 6.06% | 1/4/2024 |
 Thales (HO.PA) | 0% | 0.15% | 2.78% | - |
 Hudson (HDSN) | 0% | 0.13% | 2.95% | - |
 ScanSource (SCSC) | 0% | 0.14% | 2.95% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0% | 0% | 0.49% | 4/3/2025 |
 Maersk (MAERSKB.CO) | 0% | 0% | 1.64% | 1/15/2024 |
 Enphase (ENPH) | 0% | 0% | 2.29% | 6/28/2024 |
 Docgo (DCGO) | 0% | 0.12% | 2.95% | - |
 Airbus (AIR.PA) | 0% | 0.12% | 6.71% | - |
 Teleperformance (TEP.PA) | 0% | 0% | 3.44% | 3/7/2024 |
 Allianz (ALV.DE) | 0% | 0.14% | 2.78% | - |
 Leonardo (LDO.MI) | 0% | 0.14% | 2.78% | - |
 Tencent (0700.HK) | 0% | 0.13% | 2.78% | - |
 Kennametal (KMT) | 0% | 0% | 5.73% | 4/30/2024 |
 Medtronic (MDT.US) | 0% | 0% | 5.73% | 4/30/2024 |
 China Evergrande Group (03333.HK) | 0% | 0% | 1.96% | 12/8/2023 |
 Vanguard Growth ETF (VUG) | 0% | 0% | 4.75% | 9/17/2024 |
 Medical Properties Trust (MPW) | 0% | 0% | 4.58% | 1/4/2024 |
 Sunny Optical (02382.HK) | 0% | 0.12% | 2.78% | - |
 General Mills (GIS) | 0% | 0% | 6.06% | 4/30/2024 |
 SPDR S&P Regional Banking ETF (KRE) | 0% | 0% | 3.6% | 1/8/2025 |
 iShares Bitcoin Trust (IBIT) | 0% | 0% | 0.49% | 11/25/2024 |
 MTU Aero Engines (MTX.DE) | 0% | 0.12% | 2.78% | - |
 Mattel (MAT) | 0% | 0% | 3.6% | 4/30/2024 |
 GM (GM) | 0% | 0% | 4.58% | 1/4/2024 |
 Toyota (TM) | 0% | 0% | 5.73% | 4/30/2024 |
 Honeywell (HON) | 0% | 0% | 5.73% | 4/30/2024 |
 Pagseguro (PAGS) | 0% | 0% | 0.98% | 4/1/2024 |
 StoneCo (STNE) | 0% | 0% | 0.98% | 4/1/2024 |
 Weyerhaeuser (WY) | 0% | 0% | 4.58% | 1/4/2024 |
 RBI (QSR) | 0% | 0% | 8.18% | 5/1/2024 |
 Huntington (HBAN) | 0% | 0% | 4.58% | 1/4/2024 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0% | 0% | 0.65% | 12/19/2023 |
 Stryker (SYK) | 0% | 0% | 4.91% | 1/4/2024 |
 iShares Core Conservative Allocation ETF (AOK) | 0% | 0% | 0.98% | 12/5/2024 |
 Linde (LIN) | 0% | 0% | 5.73% | 4/30/2024 |
 FactSet (FDS) | 0% | 0% | 7.04% | 4/30/2024 |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 0% | 0% | 9.17% | 10/17/2024 |
 Ambarella (AMBA) | 0% | 0% | 4.58% | 1/4/2024 |
 Lithium Americas (LAC) | 0% | 0% | 5.07% | 1/4/2024 |
 Cognizant (CTSH) | 0% | 0% | 2.62% | 12/19/2024 |
 British Land (BLND.L) | 0% | 0% | 4.75% | 1/5/2024 |
 NVR (NVR) | 0% | 0% | 2.62% | 12/19/2024 |
 Monster Beverage (MNST) | 0% | 0% | 2.45% | 12/18/2024 |
 Ares Capital (ARCC) | 0% | 0% | 2.45% | 12/22/2023 |
 Deutsche Post (DHL.DE) | 0% | 0% | 2.45% | 12/22/2023 |
 Dorman (DORM) | 0% | 0% | 1.15% | 4/30/2024 |
 Skyline Champion (SKY) | 0% | 0% | 1.15% | 4/30/2024 |
 Appfolio (APPF) | 0% | 0% | 3.11% | 2/26/2024 |
 Snapchat (SNAP) | 0% | 0% | 1.8% | 12/22/2023 |
 VICI Properties (VICI) | 0% | 0% | 5.89% | 1/12/2024 |
 TD (TD) | 0% | 0% | 1.64% | 1/12/2024 |
 J.B.Hunt (JBHT) | 0% | 0% | 0.16% | 4/17/2024 |
 Crown Castle (CCI) | 0% | 0% | 2.45% | 12/22/2023 |
 Acadia (AKR) | 0% | 0% | 14.4% | 3/6/2024 |
 Takeda (TAK) | 0% | 0% | 4.75% | 1/4/2024 |
 STAG (STAG) | 0% | 0% | 6.87% | 1/18/2024 |
 Direxion Daily Tech Bull 3X (TECL) | 0% | 0% | 3.11% | 10/16/2024 |
 A O Smith (AOS) | 0% | 0% | 12.6% | 10/16/2024 |
 Legal & General (LGEN.L) | 0% | 0% | 3.27% | 12/27/2023 |
 Unum (UNM) | 0% | 0% | 6.87% | 1/18/2024 |
 Federal Realty (FRT) | 0% | 0% | 6.87% | 1/18/2024 |
 Newmont (NEM) | 0% | 0% | 2.29% | 7/1/2024 |
 Sphere Entertainment (SPHR) | 0% | 0% | 5.73% | 1/12/2024 |
 Matson (MATX) | 0% | 0% | 2.45% | 4/23/2024 |
 Darling (DAR) | 0% | 0% | 0.16% | 12/5/2023 |
 Expedia (EXPE) | 0% | 0% | 4.42% | 1/4/2024 |
 Enterprise Products (EPD) | 0% | 0% | 2.29% | 7/1/2024 |
 Houlihan Lokey (HLI) | 0% | 0% | 2.45% | 12/22/2023 |
 Metropolitan Bank (MCB) | 0% | 0% | 2.29% | 12/18/2024 |
 Energy Transfer (ET) | 0% | 0% | 5.56% | 3/6/2024 |
 Ingersoll Rand (IR) | 0% | 0% | 10.8% | 7/1/2024 |
 Boeing (BA) | 0% | 0% | 3.76% | 1/4/2024 |
 AutoNation (AN) | 0% | 0% | 10.15% | 7/1/2024 |
 Lithia Motors (LAD) | 0% | 0% | 10.15% | 7/1/2024 |
 Cullen/Frost Bankers (CFR) | 0% | 0% | 2.29% | 12/22/2023 |
 NNN (NNN) | 0% | 0% | 8.02% | 1/25/2024 |
 Abbott (ABT) | 0% | 0% | 8.02% | 1/25/2024 |
 EPR (EPR) | 0% | 0% | 6.87% | 1/18/2024 |
 Verizon (VZ) | 0% | 0% | 6.87% | 1/18/2024 |
 Lamb Weston (LW) | 0% | 0% | 5.56% | 3/6/2024 |
 Innospec (IOSP) | 0% | 0% | 6.71% | 7/1/2024 |
 Cavco (CVCO) | 0% | 0% | 6.71% | 7/1/2024 |
 Littelfuse (LFUS) | 0% | 0% | 6.71% | 7/1/2024 |
 MicroStrategy (MSTR) | 0% | 0% | 1.8% | 1/8/2025 |
 Victoria's Secret (VSCO) | 0% | 0% | 4.58% | 1/4/2024 |
 XPO Logistics (XPO) | 0% | 0% | 0.16% | 12/6/2023 |
 BHP (BHP.L) | 0% | 0% | 5.89% | 1/12/2024 |
 ConocoPhillips (COP) | 0% | 0% | 5.89% | 1/12/2024 |
 Occidental (OXY) | 0% | 0% | 5.24% | 1/12/2024 |
 Oxford Nanopore (ONT.L) | 0% | 0% | 4.75% | 1/5/2024 |
 Vonovia (VNA.DE) | 0% | 0% | 4.75% | 1/5/2024 |
 Smith & Nephew (SN.L) | 0% | 0% | 4.75% | 1/5/2024 |
 BMW (BMW.DE) | 0% | 0% | 4.75% | 1/5/2024 |
 Volkswagen (VOW3.DE) | 0% | 0% | 4.75% | 1/5/2024 |
 Mercedes-Benz (MBG.DE) | 0% | 0% | 4.75% | 1/5/2024 |
 Siemens (SIE.DE) | 0% | 0% | 4.75% | 1/5/2024 |
 Build and Build (BNB) | 0% | 0% | 4.58% | 5/27/2024 |
 Watts (WTS) | 0% | 0% | 4.58% | 1/4/2024 |
 Hercules Capital (HTGC) | 0% | 0% | 4.58% | 1/4/2024 |
 LyondellBasell (LYB) | 0% | 0% | 4.58% | 1/4/2024 |
 L3Harris (LHX) | 0% | 0% | 4.58% | 1/4/2024 |
 Northrop Grumman (NOC) | 0% | 0% | 4.58% | 1/4/2024 |
 Spotify (SPOT) | 0% | 0% | 4.58% | 3/6/2024 |
 Crown (CCK) | 0% | 0% | 4.42% | 1/4/2024 |
 PIMCO Active Bond Exchange-Traded Fund (BOND) | 0% | 0% | 3.93% | 1/4/2024 |
 MetLife (MET) | 0% | 0% | 3.93% | 1/4/2024 |
 Fisker (FSRNQ) | 0% | 0% | 0.49% | 1/25/2024 |
 Tilray (TLRY) | 0% | 0% | 0.16% | 12/5/2023 |
 Griffon (GFF) | 0% | 0% | 3.27% | 3/6/2024 |
 Aramco (SAOC) | 0% | 0% | 2.78% | 12/24/2023 |
 Kahoot! ASA (KAHOT.OL) | 0% | 0% | 2.45% | 12/22/2023 |
 Vivid Seats (SEAT) | 0% | 0% | 2.45% | 12/22/2023 |
 Bloom Energy (BE) | 0% | 0% | 2.45% | 12/22/2023 |
 LTC Properties (LTC.US) | 0% | 0% | 2.45% | 12/22/2023 |
 Dollar General (DG.US) | 0% | 0% | 2.45% | 12/22/2023 |
 United Utilities (UU.L) | 0% | 0% | 2.45% | 12/22/2023 |
 Icahn Enterprises (IEP) | 0% | 0% | 2.45% | 12/22/2023 |
 UPS (UPS) | 0% | 0% | 2.45% | 12/22/2023 |
 Danone (BN.PA) | 0% | 0% | 2.45% | 12/22/2023 |
 Concentrix (CNXC) | 0% | 0% | 2.29% | 2/28/2024 |
 Magellan (MFG.ASX) | 0% | 0% | 0.16% | 12/8/2023 |
 Brown & Brown (BRO) | 0% | 0% | 1.8% | 12/22/2023 |
 Vanguard Information Technology (VGT) | 0% | 0% | 1.8% | 7/1/2024 |
 Energizer (ENR) | 0% | 0% | 0.82% | 7/1/2024 |
 AT&T (T) | 0% | 0% | 0.98% | 7/1/2024 |
 Fortescue (FMG.ASX) | 0% | 0% | 0.16% | 12/8/2023 |
 BHP (BHP.ASX) | 0% | 0% | 0.16% | 12/8/2023 |
 FuelCell Energy (FCEL) | 0% | 0% | 0.16% | 12/13/2023 |
 Seven Group (SGH.ASX) | 0% | 0% | 0.16% | 12/8/2023 |
 China Everbright Environment (00257.HK) | 0% | 0% | 0.16% | 12/8/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Cintas (CTAS) | 49.19% | 47.62% |
| ProShares UltraPro QQQ (TQQQ) | 34.94% | 35.8% |
| NVIDIA (NVDA) | 2.7% | 2.74% |
| Rigetti (RGTI) | 1.07% | 2.02% |
| Tesla (TSLA) | 2.16% | 2.01% |
| AppLovin (APP) | 1.96% | 1.82% |
| Coca-Cola Consolidated (COKE) | 1.63% | 1.65% |
| Comfort Systems USA (FIX) | 1.42% | 1.31% |
| Costco (COST) | 0.5% | 0.51% |
| Zoetis (ZTS) | 0.47% | 0.47% |
| Eagle Materials (EXP) | 0.45% | 0.41% |
| Broadcom (AVGO) | 0.3% | 0.36% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.3% | 0.33% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.27% | 0.29% |
| Bitcoin (BTC) | 0.28% | 0.28% |
| Casey's (CASY) | 0.26% | 0.27% |
| iShares Core Aggressive Allocation ETF (AOA) | 0.25% | 0.26% |
| Axon (AXON) | 0.25% | 0.25% |
| Halliburton (HAL) | 0.24% | 0.23% |
| UnitedHealth (UNH) | 0.2% | 0.18% |
| iShares MSCI Taiwan UCITS ETF (ITWN.L) | 0.15% | 0.17% |
| Berkshire Hathaway (BRK.B) | 0.15% | 0.17% |
| Alphabet (GOOGL) | 0.15% | 0.16% |
| Intuitive Surgical (ISRG) | 0.15% | 0.16% |
| IBM (IBM) | 0.15% | 0.16% |
| Affirm (AFRM) | 0.1% | 0.1% |
| SPDR S&P Regional Banking ETF (KRE) | 0.1% | 0.1% |
| Rheinmetall (RHM.DE) | 0.1% | 0.1% |
| Texas Pacific (TPL) | 0.1% | 0.08% |