Portfolio Diversification
Range
Most Diversified
41 instruments
January 21, 2025
Least Diversified
0 instruments
February 2, 2025
Average
19.4 instruments
Most Consistent Holdings
Top 5
VZ79.68%
LTC.US79.68%
O79.55%
MAIN79.55%
T79.42%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Analisisciclico | 8.28% | 0% | 19.79% | 6/2/2023 |
 Amazon (AMZN) | 6.36% | 0% | 78.62% | 2/1/2025 |
 NVIDIA (NVDA) | 6.21% | 0% | 67.46% | 2/1/2025 |
 AI-Revolution | 5.05% | 0% | 58.57% | 10/14/2024 |
 InTheGame | 4.92% | 0% | 57.77% | 10/15/2024 |
 Microsoft (MSFT) | 4.91% | 0% | 58.57% | 2/1/2025 |
 Apple (AAPL) | 4.39% | 0% | 76.49% | 2/1/2025 |
 Alphabet (GOOGL) | 3.58% | 0% | 50.2% | 2/1/2025 |
 PayPal (PYPL) | 3.22% | 0% | 44.09% | 5/1/2024 |
| Realty Income (O) | 3.14% | 0% | 79.55% | 2/1/2025 |
 Meta (META) | 3.01% | 0% | 74.5% | 2/1/2025 |
| Verizon (VZ) | 2.77% | 0% | 79.68% | 2/1/2025 |
| Main Street Capital (MAIN) | 2.77% | 0% | 79.55% | 2/1/2025 |
| AT&T (T) | 2.71% | 0% | 79.42% | 2/1/2025 |
| LTC Properties (LTC.US) | 2.55% | 0% | 79.68% | 2/1/2025 |
 Alibaba (BABA) | 2.26% | 0% | 40.9% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 2.25% | 0% | 40.11% | 4/4/2024 |
 Lumen (LUMN) | 2.24% | 0% | 77.69% | 2/1/2025 |
 Agree Realty (ADC) | 2.05% | 0% | 58.7% | 2/1/2025 |
 Uber (UBER) | 1.52% | 0% | 35.72% | 2/1/2025 |
 ASML (ASML) | 1.33% | 0% | 20.85% | 2/1/2025 |
 Essential Utilities (WTRG) | 1.09% | 0% | 45.68% | 2/1/2025 |
 Ethereum (ETH) | 1% | 0% | 40.37% | 2/1/2025 |
 PDD Holdings (PDD) | 0.99% | 0% | 20.85% | 2/1/2025 |
 Novo-Nordisk (NVO) | 0.8% | 0% | 47.41% | 2/1/2025 |
 Invesco QQQ (QQQ) | 0.63% | 0% | 47.41% | 2/1/2025 |
 LVMH (MC.PA) | 0.59% | 0% | 32.54% | 2/1/2025 |
 NZD/USD (NZDUSD) | 0.57% | 0% | 0.93% | 4/10/2023 |
 Bitcoin (BTC) | 0.55% | 0% | 10.76% | 3/4/2024 |
 D-Wave (QBTS) | 0.52% | 0% | 21.65% | 2/1/2025 |
 Volkswagen (VOW3.DE) | 0.49% | 0% | 15.41% | 2/1/2025 |
 EUR/USD (EURUSD) | 0.47% | 0% | 3.98% | 1/29/2024 |
 Salesforce (CRM) | 0.46% | 0% | 30.15% | 2/1/2025 |
 Baidu (BIDU) | 0.36% | 0% | 20.85% | 2/1/2025 |
 ProShares UltraPro QQQ (TQQQ) | 0.33% | 0% | 13.94% | 5/23/2024 |
 Tesla (TSLA) | 0.32% | 0% | 2.92% | 6/21/2023 |
 Coca-Cola (KO) | 0.29% | 0% | 6.51% | 7/18/2023 |
 JD.com (JD.US) | 0.29% | 0% | 21.91% | 2/1/2025 |
 Vanguard Information Technology (VGT) | 0.23% | 0% | 33.47% | 2/1/2025 |
 Elevance Health (ELV) | 0.2% | 0% | 12.22% | 2/1/2025 |
 Crowdstrike (CRWD) | 0.19% | 0% | 14.74% | 11/12/2024 |
 Visa (V) | 0.16% | 0% | 25.1% | 2/1/2025 |
 AUD/USD (AUDUSD) | 0.16% | 0% | 1.06% | 2/7/2024 |
 L'Oréal (OR.PA) | 0.12% | 0% | 12.22% | 2/1/2025 |
 Barrick (GOLD.BARRICK) | 0.11% | 0% | 45.68% | 2/1/2025 |
 Reddit Inc (RDDT) | 0.11% | 0% | 6.51% | 5/14/2024 |
 Samsung (SMSN.L) | 0.09% | 0% | 6.51% | 3/14/2024 |
 Estee Lauder (EL) | 0.07% | 0% | 12.35% | 2/1/2025 |
 UnitedHealth (UNH) | 0.07% | 0% | 7.17% | 2/1/2025 |
 Direxion Daily FTSE China Bull 3X Shares (YINN) | 0.06% | 0% | 13.55% | 2/1/2025 |
 Carvana (CVNA) | 0.05% | 0% | 0.93% | 6/16/2023 |
 Solana (SOL) | 0.05% | 0% | 4.65% | 5/17/2024 |
 Dogecoin (DOGE) | 0.04% | 0% | 3.59% | 4/1/2024 |
 Adobe (ADBE) | 0.02% | 0% | 4.91% | 2/1/2025 |
 Cardano (ADA) | 0.02% | 0% | 43.96% | 2/1/2025 |
 GE Vernova (GEV) | 0.01% | 0% | 40.11% | 2/1/2025 |
 Ionq (IONQ) | 0.01% | 0% | 3.19% | 2/1/2025 |
 Rigetti (RGTI) | 0.01% | 0% | 3.19% | 2/1/2025 |
 GBP/USD (GBPUSD) | 0% | 0% | 0.13% | 11/20/2023 |
 Official Trump (Experimental) (TRUMP) | 0% | 0% | 1.59% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 10.2% | 9.14% |
| Amazon (AMZN) | 7.2% | 8.04% |
| Alphabet (GOOGL) | 7.2% | 7.86% |
| NVIDIA (NVDA) | 5.39% | 7.82% |
| ASML (ASML) | 9.6% | 7.61% |
| D-Wave (QBTS) | 0.8% | 5.45% |
| Alibaba (BABA) | 5.4% | 4.94% |
| PDD Holdings (PDD) | 6% | 4.75% |
| Uber (UBER) | 6% | 4.7% |
| Apple (AAPL) | 3.9% | 4.62% |
| Volkswagen (VOW3.DE) | 4.2% | 3.52% |
| Agree Realty (ADC) | 2.4% | 2.5% |
| Meta (META) | 1.8% | 2.04% |
| Realty Income (O) | 2.4% | 1.95% |
| Ethereum (ETH) | 2.4% | 1.88% |
| Elevance Health (ELV) | 2.4% | 1.84% |
| Invesco QQQ (QQQ) | 1.8% | 1.75% |
| LVMH (MC.PA) | 2.16% | 1.72% |
| Lumen (LUMN) | 1.17% | 1.6% |
| Essential Utilities (WTRG) | 1.8% | 1.53% |
| Baidu (BIDU) | 1.8% | 1.52% |
| Salesforce (CRM) | 1.2% | 1.49% |
| AT&T (T) | 1.2% | 1.49% |
| Main Street Capital (MAIN) | 1.2% | 1.48% |
| JD.com (JD.US) | 1.2% | 1.2% |
| Verizon (VZ) | 1.2% | 1.19% |
| LTC Properties (LTC.US) | 1.17% | 1.05% |
| L'Oréal (OR.PA) | 1.2% | 1.01% |
| UnitedHealth (UNH) | 1.2% | 0.94% |
| Novo-Nordisk (NVO) | 1.2% | 0.74% |
| Visa (V) | 0.6% | 0.63% |
| Vanguard Information Technology (VGT) | 0.6% | 0.59% |
| Estee Lauder (EL) | 0.58% | 0.54% |
| Adobe (ADBE) | 0.6% | 0.51% |
| Direxion Daily FTSE China Bull 3X Shares (YINN) | 0.6% | 0.41% |
| Barrick (GOLD.BARRICK) | 0.12% | 0.11% |
| Cardano (ADA) | 0.06% | 0.05% |
| GE Vernova (GEV) | 0% | 0.03% |