Portfolio Diversification
Range
Most Diversified
93 instruments
November 25, 2023
Least Diversified
29 instruments
February 3, 2023
Average
63.6 instruments
Most Consistent Holdings
Top 5
AMZN100%
FRT100%
MMM99.89%
V99.89%
PYPL99.89%
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 |
|---|---|---|---|---|
 InTheGame | 10.74% | 0% | 89.29% | 3/5/2025 |
 Bitcoin (BTC) | 4.86% | 0% | 56.83% | 5/22/2024 |
| Amazon (AMZN) | 3.99% | 7.57% | 100% | - |
 Ethereum (ETH) | 3.27% | 0% | 61.39% | 2/25/2025 |
| Visa (V) | 2.84% | 3.66% | 99.89% | - |
| 3M (MMM) | 2.48% | 2.77% | 99.89% | - |
 Cisco (CSCO) | 2.42% | 2.52% | 95.1% | - |
 Nike (NKE) | 2.31% | 1.95% | 97.95% | - |
 Vanguard FTSE Emerging Markets (VWO) | 2.27% | 0.77% | 99.89% | - |
 Chevron (CVX) | 1.92% | 1.78% | 61.28% | - |
 Oracle (ORCL) | 1.91% | 4.66% | 89.52% | - |
 VICI Properties (VICI) | 1.78% | 3.18% | 63.78% | - |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 1.74% | 1.83% | 87.02% | - |
 Spotify (SPOT) | 1.71% | 0% | 45.33% | 7/17/2024 |
 Essity (ESSITYB.ST) | 1.67% | 0% | 65.26% | 8/5/2024 |
 Starbucks (SBUX) | 1.67% | 1.9% | 79.16% | - |
 Swiss Life (SLHN.ZU) | 1.51% | 3.89% | 77.68% | - |
 Shell (SHEL.L) | 1.33% | 1.53% | 75.28% | - |
| Federal Realty (FRT) | 1.3% | 1% | 100% | - |
 BASF (BAS.DE) | 1.26% | 0% | 87.93% | 2/21/2025 |
 FundManagerZech | 1.24% | 0% | 29.84% | 9/26/2023 |
 Banco Sabadell (SAB.MC) | 1.2% | 0% | 48.97% | 3/19/2024 |
 Tesla (TSLA) | 1.17% | 0% | 75.97% | 11/8/2024 |
 BlackRock (BLK) | 1.12% | 1.98% | 68.79% | - |
| PayPal (PYPL) | 1.08% | 2.07% | 99.89% | - |
 McDonald's (MCD) | 1.04% | 2.06% | 66.63% | - |
 SSR Mining (SSRM) | 1.01% | 3.8% | 54.33% | - |
 Ares Capital (ARCC) | 1.01% | 0.79% | 94.99% | - |
 Snowflake (SNOW) | 0.99% | 3.16% | 52.05% | - |
 Veolia (VIE.PA) | 0.97% | 0% | 76.08% | 2/21/2025 |
 CVS Health (CVS) | 0.94% | 1.52% | 69.13% | - |
 Alibaba (BABA) | 0.92% | 1.84% | 67.77% | - |
 Microsoft (MSFT) | 0.88% | 0% | 36.9% | 11/28/2023 |
 VF Corp (VFC) | 0.86% | 1.79% | 49.54% | - |
 Vodafone (VOD) | 0.82% | 1.12% | 68.68% | - |
 Kraft Heinz (KHC) | 0.81% | 0.87% | 69.02% | - |
 Albemarle (ALB) | 0.81% | 0.64% | 67.54% | - |
 Altria (MO) | 0.75% | 0% | 62.19% | 4/7/2025 |
 Medical Properties Trust (MPW) | 0.75% | 0% | 63.44% | 2/28/2025 |
 Cousins Properties (CUZ) | 0.74% | 0% | 60.71% | 11/21/2024 |
 Johnson Controls (JCI) | 0.71% | 1.51% | 60.71% | - |
 Disney (DIS) | 0.71% | 0% | 92.94% | 5/8/2025 |
 Nel (NEL.OL) | 0.71% | 0% | 78.36% | 11/29/2024 |
 Lufthansa (LHA.DE) | 0.7% | 1.06% | 69.13% | - |
 Air Liquide (AI.PA) | 0.7% | 0% | 87.93% | 2/21/2025 |
 ASML (ASML) | 0.67% | 2.28% | 40.21% | - |
 Baidu (BIDU) | 0.66% | 1.76% | 60.82% | - |
 Volkswagen (VOW3.DE) | 0.66% | 0% | 74.72% | 10/28/2024 |
 AT&T (T) | 0.66% | 1.28% | 69.02% | - |
 ICL Group (ICL) | 0.6% | 0% | 53.99% | 2/21/2025 |
 Ballard Power (BLDP) | 0.6% | 0% | 91.46% | 3/24/2025 |
 Qualcomm (QCOM) | 0.6% | 1.04% | 68.68% | - |
 Equinor (EQNR) | 0.55% | 1.29% | 64.69% | - |
 Pfizer (PFE) | 0.53% | 1.04% | 69.13% | - |
 Seagate (STX.US) | 0.53% | 1.14% | 69.02% | - |
 Samsung (SMSN.L) | 0.52% | 2.46% | 42.71% | - |
 Phillips 66 (PSX) | 0.49% | 0.66% | 69.13% | - |
 Novo-Nordisk (NVO) | 0.49% | 2.47% | 19.25% | - |
 Honda (HMC) | 0.46% | 0% | 47.95% | 3/4/2024 |
 Target (TGT) | 0.45% | 0% | 47.84% | 4/3/2025 |
 Petrobras (PBR) | 0.45% | 3.62% | 11.16% | - |
 Mosaic (MOS) | 0.44% | 0.75% | 69.13% | - |
 Editas (EDIT) | 0.43% | 0% | 70.39% | 9/19/2024 |
 Nordic American Tankers (NAT) | 0.43% | 0.49% | 69.13% | - |
 EPAM (EPAM) | 0.42% | 0.49% | 69.13% | - |
 Bayer (BAYN.DE) | 0.41% | 0% | 47.15% | 11/29/2024 |
 Yancoal Australia Ltd (YAL.ASX) | 0.41% | 2.38% | 28.93% | - |
 International Paper (IP.US) | 0.38% | 0.38% | 68.79% | - |
 Plug Power (PLUG) | 0.37% | 0% | 91.46% | 3/24/2025 |
 Digital Realty (DLR) | 0.37% | 0.58% | 64.01% | - |
 Fastly (FSLY) | 0.36% | 0% | 39.41% | 12/20/2023 |
 Ocugen (OCGN) | 0.34% | 0% | 91.34% | 3/24/2025 |
 Lowe's (LOW) | 0.33% | 0.39% | 69.02% | - |
 Citi (C) | 0.33% | 0% | 29.04% | 6/18/2024 |
 Occidental (OXY) | 0.32% | 1.98% | 31.21% | - |
 PDD Holdings (PDD) | 0.31% | 1.34% | 20.39% | - |
 Golden Ocean (GOGL.US) | 0.31% | 0% | 44.31% | 2/1/2024 |
 Oil (Non Expiry) (OIL) | 0.28% | 0% | 9.34% | 1/2/2025 |
 Medtronic (MDT.US) | 0.28% | 0% | 59.23% | 3/12/2025 |
 ConAgra (CAG) | 0.28% | 0% | 59% | 3/10/2025 |
 Coinbase (COIN) | 0.27% | 0% | 35.31% | 11/14/2023 |
 NVIDIA (NVDA) | 0.27% | 0% | 19.82% | 12/5/2023 |
 General Mills (GIS) | 0.27% | 0% | 61.16% | 4/9/2025 |
 Porsche (P911.DE) | 0.26% | 1.26% | 20.73% | - |
 Intel (INTC) | 0.25% | 0.41% | 46.36% | - |
 Dow (DOW) | 0.25% | 0% | 61.28% | 4/3/2025 |
 Nu (NU) | 0.22% | 0.78% | 31.89% | - |
 Crown Castle (CCI) | 0.22% | 0% | 51.48% | 2/21/2025 |
 Sabre (SABR) | 0.21% | 0% | 57.06% | 2/21/2025 |
 Domino's (DPZ) | 0.21% | 1.22% | 16.4% | - |
 Hormel (HRL) | 0.2% | 0% | 48.06% | 4/3/2025 |
 Enphase (ENPH) | 0.2% | 0% | 56.61% | 3/17/2025 |
 Ishares Russell 2000 ETF (IWM) | 0.19% | 0% | 19.25% | 5/31/2024 |
 Polestar (PSNY) | 0.18% | 0% | 42.6% | 3/17/2025 |
 A-Mark Precious Metals (AMRK) | 0.18% | 0% | 30.64% | 11/7/2024 |
 ExxonMobil (XOM) | 0.17% | 0% | 37.13% | 9/5/2024 |
 Mastercard (MA) | 0.16% | 0.6% | 28.82% | - |
 Tyson Foods (TSN) | 0.16% | 0% | 30.87% | 7/5/2024 |
 Unilever (UL.US) | 0.15% | 0% | 31.09% | 7/10/2024 |
 BNP Paribas (BNP.PA) | 0.14% | 0% | 19.59% | 4/23/2024 |
 Palantir (PLTR) | 0.14% | 0% | 8.43% | 12/4/2023 |
 Duke Energy (DUK) | 0.14% | 0% | 30.18% | 9/5/2024 |
 LVMH (MC.PA) | 0.14% | 0.61% | 17.2% | - |
 Edison (EIX) | 0.13% | 0% | 26.99% | 7/2/2024 |
 Brookfield (BN.US) | 0.12% | 0% | 21.18% | 4/10/2024 |
 NextEra (NEE) | 0.12% | 0% | 23.8% | 5/22/2024 |
 Teladoc (TDOC) | 0.12% | 0% | 43.05% | 2/6/2025 |
 Lockheed Martin (LMT) | 0.12% | 1.52% | 7.52% | - |
 Kimberly-Clark (KMB) | 0.11% | 0% | 22.21% | 4/23/2024 |
 Moderna (MRNA) | 0.11% | 0% | 24.37% | 5/8/2024 |
 ADM (ADM) | 0.1% | 0% | 19.7% | 8/2/2024 |
 Unity (U) | 0.1% | 0% | 7.97% | 12/15/2023 |
 Delta (DAL) | 0.09% | 0% | 9.45% | 1/8/2024 |
 EOG Resources (EOG) | 0.09% | 0% | 20.05% | 5/8/2024 |
 Valero (VLO) | 0.08% | 0% | 16.29% | 2/26/2024 |
 Meta (META) | 0.08% | 1.17% | 7.52% | - |
 American Express (AXP) | 0.08% | 0% | 13.55% | 2/1/2024 |
 Cal-Maine Foods (CALM) | 0.07% | 0% | 13.44% | 2/1/2024 |
 OneMain (OMF) | 0.06% | 0% | 10.71% | 1/8/2024 |
 DigitalOcean (DOCN) | 0.04% | 0% | 4.56% | 11/28/2023 |
 StoneCo (STNE) | 0.03% | 0% | 5.92% | 11/27/2023 |
 Coca-Cola (KO) | 0.03% | 0% | 5.58% | 11/29/2023 |
 Gold (Non Expiry) (GOLD) | 0.02% | 0% | 1.48% | 1/19/2024 |
 Dell (DELL) | 0.02% | 0% | 2.05% | 6/18/2024 |
 PepsiCo (PEP) | 0.02% | 0.7% | 2.96% | - |
 Cosmos (ATOM) | 0.02% | 0% | 2.05% | 8/5/2024 |
 Sugar (Expiring Future) (SUGAR.FUT) | 0.01% | 0% | 1.03% | 12/1/2023 |
 Heating Oil (Expiring Future) (HeatingOil.FUT) | 0.01% | 0% | 1.25% | 10/24/2023 |
 Solventum (SOLV) | 0.01% | 0% | 2.39% | 4/23/2024 |
 Emerson (EMR) | 0.01% | 0% | 0.68% | 11/1/2023 |
 Natural Gas (Non Expiry) (NATGAS) | 0% | 0% | 0.46% | 9/9/2024 |
 Silver (Non Expiry) (SILVER) | 0% | 0% | 0.34% | 10/13/2023 |
 Cavendish Hydrogen (CAVEN.OL) | 0% | 0% | 4.1% | 7/19/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| InTheGame | 8.73% | 12.02% |
| Amazon (AMZN) | 4.28% | 5.72% |
| VICI Properties (VICI) | 3.33% | 3.13% |
| Visa (V) | 2.38% | 3.01% |
| Swiss Life (SLHN.ZU) | 2.53% | 2.71% |
| 3M (MMM) | 2.46% | 2.61% |
| Nike (NKE) | 3.57% | 2.48% |
| Snowflake (SNOW) | 2.38% | 2.46% |
| Cisco (CSCO) | 2.14% | 2.39% |
| Novo-Nordisk (NVO) | 2.38% | 2.27% |
| ASML (ASML) | 2.38% | 2.23% |
| SSR Mining (SSRM) | 1.78% | 2.2% |
| BlackRock (BLK) | 1.58% | 2.17% |
| McDonald's (MCD) | 1.98% | 2.06% |
| Starbucks (SBUX) | 2.14% | 2.05% |
| Chevron (CVX) | 2.04% | 1.95% |
| VF Corp (VFC) | 1.35% | 1.9% |
| iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 1.67% | 1.74% |
| Shell (SHEL.L) | 1.69% | 1.6% |
| Ethereum (ETH) | 1.58% | 1.57% |
| Altria (MO) | 1.19% | 1.45% |
| PDD Holdings (PDD) | 1.58% | 1.37% |
| Pfizer (PFE) | 1.43% | 1.26% |
| Federal Realty (FRT) | 1.43% | 1.23% |
| Alibaba (BABA) | 1.19% | 1.23% |
| Johnson Controls (JCI) | 0.87% | 1.22% |
| Qualcomm (QCOM) | 1.11% | 1.14% |
| CVS Health (CVS) | 1.74% | 1.14% |
| Porsche (P911.DE) | 1.21% | 1.12% |
| AT&T (T) | 0.79% | 1.1% |
| Baidu (BIDU) | 1.27% | 1.09% |
| Oil (Non Expiry) (OIL) | 1.58% | 1.07% |
| Kraft Heinz (KHC) | 1.19% | 1.06% |
| ICL Group (ICL) | 1.07% | 1.02% |
| Vodafone (VOD) | 1.19% | 1.02% |
| Albemarle (ALB) | 1.58% | 0.98% |
| Lufthansa (LHA.DE) | 1.19% | 0.97% |
| Medical Properties Trust (MPW) | 1.58% | 0.85% |
| Yancoal Australia Ltd (YAL.ASX) | 0.79% | 0.84% |
| Ares Capital (ARCC) | 0.79% | 0.83% |
| Seagate (STX.US) | 0.79% | 0.82% |
| Vanguard FTSE Emerging Markets (VWO) | 0.71% | 0.74% |
| Phillips 66 (PSX) | 0.79% | 0.69% |
| EPAM (EPAM) | 0.79% | 0.68% |
| Target (TGT) | 0.79% | 0.65% |
| Equinor (EQNR) | 0.79% | 0.63% |
| Digital Realty (DLR) | 0.49% | 0.61% |
| Mastercard (MA) | 0.55% | 0.57% |
| Mosaic (MOS) | 0.79% | 0.56% |
| BASF (BAS.DE) | 0.79% | 0.5% |
| Nordic American Tankers (NAT) | 0.79% | 0.47% |
| International Paper (IP.US) | 0.4% | 0.46% |
| Lowe's (LOW) | 0.4% | 0.46% |
| Intel (INTC) | 0.79% | 0.44% |
| ConAgra (CAG) | 0.4% | 0.4% |
| Medtronic (MDT.US) | 0.4% | 0.4% |
| Hormel (HRL) | 0.4% | 0.38% |
| General Mills (GIS) | 0.4% | 0.38% |
| Air Liquide (AI.PA) | 0.4% | 0.36% |
| Sabre (SABR) | 0.4% | 0.35% |
| Crown Castle (CCI) | 0.4% | 0.33% |
| Dow (DOW) | 0.4% | 0.29% |
| Veolia (VIE.PA) | 0.17% | 0.15% |
| Ocugen (OCGN) | 0.4% | 0.12% |
| PayPal (PYPL) | 0.08% | 0.08% |
| Plug Power (PLUG) | 0.48% | 0.05% |
| Ballard Power (BLDP) | 0.08% | 0.02% |