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Portfolio Diversification
Range
Most Diversified
43 instruments
February 14, 2025
Least Diversified
0 instruments
February 2, 2025
Average
26.8 instruments
Most Consistent Holdings
Top 5
O88.27%
MAIN88.27%
AMZN87.77%
AAPL86.62%
LTC.US86.12%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 8.11% | 9.66% | 81.76% | - |
 Microsoft (MSFT) | 7.48% | 9.82% | 76.97% | - |
 Alphabet (GOOGL) | 7.15% | 13.68% | 72.46% | - |
| Amazon (AMZN) | 6.71% | 8.69% | 87.77% | - |
 Analisisciclico | 4.46% | 0% | 10.66% | 6/2/2023 |
 ASML (ASML) | 4.25% | 7.89% | 56.65% | - |
| Apple (AAPL) | 3.74% | 1.33% | 86.62% | - |
 Meta (META) | 3.74% | 9.7% | 85.55% | - |
 Alibaba (BABA) | 3.07% | 1.59% | 67.45% | - |
 AI-Revolution | 2.72% | 0% | 31.55% | 10/14/2024 |
 InTheGame | 2.65% | 0% | 31.12% | 10/15/2024 |
 D-Wave (QBTS) | 2.59% | 2.05% | 56.94% | - |
| Realty Income (O) | 2.51% | 1.89% | 88.27% | - |
 Uber (UBER) | 2.36% | 3.42% | 64.66% | - |
| Main Street Capital (MAIN) | 1.92% | 0.74% | 88.27% | - |
 PayPal (PYPL) | 1.73% | 0% | 23.75% | 5/1/2024 |
| LTC Properties (LTC.US) | 1.67% | 0% | 86.12% | 10/9/2026 |
 TSMC (TSM) | 1.57% | 2.6% | 44.64% | - |
 Verizon (VZ) | 1.55% | 0% | 47.5% | 4/7/2025 |
 AT&T (T.US) | 1.54% | 0% | 47.35% | 4/7/2025 |
 Invesco QQQ (QQQ) | 1.45% | 0.4% | 70.96% | - |
 Elevance Health (ELV) | 1.28% | 1.8% | 52% | - |
 Lumen (LUMN) | 1.26% | 0% | 45.49% | 3/25/2025 |
 Agree Realty (ADC) | 1.22% | 0% | 36.19% | 4/7/2025 |
 Novo-Nordisk (NVO) | 1.21% | 1.98% | 70.96% | - |
 Vanguard S&P 500 ETF (VOO) | 1.21% | 0% | 21.6% | 4/4/2024 |
 UnitedHealth (UNH) | 1.1% | 3.19% | 49.28% | - |
 PDD Holdings (PDD) | 0.92% | 0.22% | 56.08% | - |
 Ethereum (ETH) | 0.74% | 0% | 37.84% | 9/16/2025 |
 LVMH (MC.PA) | 0.7% | 0% | 58.58% | 9/8/2026 |
 Salesforce (CRM) | 0.65% | 1.54% | 50.79% | - |
 Essential Utilities (WTRG) | 0.64% | 0% | 28.25% | 3/25/2025 |
 ProShares UltraPro QQQ (TQQQ) | 0.64% | 1.41% | 23.46% | - |
 Oracle (ORCL) | 0.59% | 1.84% | 29.61% | - |
 Baidu (BIDU) | 0.59% | 0% | 40.63% | 3/20/2026 |
 Adobe (ADBE) | 0.56% | 0.47% | 48.07% | - |
 Public Storage (PSA) | 0.55% | 2.23% | 30.83% | - |
 Visa (V) | 0.42% | 1.5% | 57.73% | - |
 Volkswagen (VOW3.DE) | 0.39% | 0% | 12.37% | 3/31/2025 |
 JD.com (JD.US) | 0.31% | 0% | 26.61% | 8/28/2025 |
 Bitcoin (BTC) | 0.31% | 0.02% | 40.06% | - |
 NZD/USD (NZDUSD) | 0.31% | 0% | 0.5% | 4/10/2023 |
 Dave (DAVE) | 0.29% | 1.12% | 30.26% | - |
 EUR/USD (EURUSD) | 0.25% | 0% | 2.15% | 1/29/2024 |
 ExxonMobil (XOM) | 0.2% | 0% | 18.74% | 6/26/2026 |
 Tesla (TSLA) | 0.17% | 0% | 1.57% | 6/21/2023 |
 Coca-Cola (KO) | 0.16% | 0% | 3.51% | 7/18/2023 |
 Vanguard Information Technology (VGT) | 0.15% | 0% | 22.1% | 3/31/2025 |
 Rigetti (RGTI) | 0.14% | 0.16% | 47.14% | - |
 Eli Lilly (LLY) | 0.14% | 0.54% | 31.62% | - |
 Autodesk (ADSK) | 0.12% | 0.81% | 17.24% | - |
 Barrick (B) | 0.12% | 0% | 66.09% | 9/14/2026 |
 Ionq (IONQ) | 0.11% | 0.15% | 47.14% | - |
 Micron (MU) | 0.11% | 2.4% | 7.15% | - |
 MercadoLibre (MELI) | 0.11% | 0.77% | 12.45% | - |
 Crowdstrike (CRWD) | 0.1% | 0% | 7.94% | 11/12/2024 |
 L'Oréal (OR.PA) | 0.09% | 0% | 9.16% | 3/10/2025 |
 AUD/USD (AUDUSD) | 0.08% | 0% | 0.57% | 2/7/2024 |
 Estee Lauder (EL) | 0.07% | 0% | 15.24% | 6/2/2025 |
 AppLovin (APP) | 0.07% | 2.06% | 5.72% | - |
 Netflix (NFLX) | 0.06% | 0.75% | 8.08% | - |
 Chevron (CVX.US) | 0.06% | 0% | 14.31% | 4/20/2026 |
 Reddit Inc (RDDT) | 0.06% | 0% | 3.51% | 5/14/2024 |
 AMD (AMD) | 0.05% | 0% | 3.51% | 3/26/2025 |
 Samsung (SMSN.L) | 0.05% | 0% | 3.51% | 3/14/2024 |
 Vistra (VST) | 0.05% | 1.27% | 4.36% | - |
 Intuit (INTU) | 0.04% | 0% | 10.01% | 7/30/2026 |
 Direxion Daily FTSE China Bull 3X ETF (YINN) | 0.04% | 0% | 9.08% | 2/27/2025 |
 Carvana (CVNA) | 0.03% | 0% | 0.5% | 6/16/2023 |
 Navitas Semiconductor (NVTS) | 0.03% | 0% | 6.72% | 11/7/2025 |
 Solana (SOL) | 0.03% | 0% | 2.5% | 5/17/2024 |
 Cardano (ADA) | 0.02% | 0.01% | 68.53% | - |
 Dogecoin (DOGE) | 0.02% | 0% | 1.93% | 4/1/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 0.01% | 0.13% | 5.72% | - |
 GE Vernova (GEV) | 0.01% | 0% | 23.25% | 2/25/2025 |
 Official Trump (TRUMP) | 0% | 0% | 27.25% | 3/16/2026 |
 Casey's (CASY) | 0% | 0% | 2.58% | 10/21/2026 |
 GBP/USD (GBPUSD) | 0% | 0% | 0.07% | 11/20/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOGL) | 9.4% | 13.38% |
| NVIDIA (NVDA) | 6.83% | 10.34% |
| Microsoft (MSFT) | 11.54% | 9.79% |
| Amazon (AMZN) | 9.4% | 8.08% |
| ASML (ASML) | 7.26% | 7.43% |
| D-Wave (QBTS) | 1.18% | 6.37% |
| TSMC (TSM) | 3.42% | 4.3% |
| Meta (META) | 5.13% | 4.18% |
| Alibaba (BABA) | 2.56% | 3.52% |
| Elevance Health (ELV) | 4.7% | 3.16% |
| Apple (AAPL) | 2.78% | 2.95% |
| Invesco QQQ (QQQ) | 2.99% | 2.85% |
| Uber (UBER) | 3.42% | 2.81% |
| UnitedHealth (UNH) | 3.42% | 2.36% |
| Realty Income (O) | 2.99% | 2.05% |
| Oracle (ORCL) | 3.42% | 1.98% |
| Public Storage (PSA) | 2.99% | 1.95% |
| Novo-Nordisk (NVO) | 3.42% | 1.87% |
| Adobe (ADBE) | 2.14% | 1.39% |
| Baidu (BIDU) | 1.28% | 1.38% |
| LVMH (MC.PA) | 1.54% | 1.01% |
| ExxonMobil (XOM) | 1.28% | 0.96% |
| PDD Holdings (PDD) | 1.28% | 0.93% |
| Main Street Capital (MAIN) | 0.85% | 0.89% |
| Dave (DAVE) | 0.85% | 0.6% |
| LTC Properties (LTC.US) | 0.73% | 0.54% |
| Eli Lilly (LLY) | 0.43% | 0.48% |
| Visa (V) | 0.43% | 0.41% |
| Rigetti (RGTI) | 0.21% | 0.34% |
| Chevron (CVX.US) | 0.44% | 0.3% |
| Ionq (IONQ) | 0.21% | 0.24% |
| Barrick (B) | 0.09% | 0.18% |
| Bitcoin (BTC) | 0.04% | 0.02% |
| Cardano (ADA) | 0.04% | 0.01% |
| Official Trump (TRUMP) | 0.09% | 0.01% |
Cash & Instruments Over Time
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