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Portfolio Diversification
Range
Most Diversified
72 instruments
November 14, 2023
Least Diversified
0 instruments
April 4, 2026
Average
26.4 instruments
Most Consistent Holdings
Top 5
AAPL81.79%
NVDA80.09%
AMZN79.86%
MSFT76.31%
KO72.15%
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 |
|---|---|---|---|---|
 Bank of America (BAC) | 5.29% | 0% | 61.88% | 12/30/2025 |
| Apple (AAPL) | 5.27% | 4.6% | 81.79% | - |
 AGNC (AGNC) | 5.12% | 0% | 26% | 12/11/2023 |
| Microsoft (MSFT) | 4.96% | 4.81% | 76.31% | - |
| NVIDIA (NVDA) | 4.73% | 6.58% | 80.09% | - |
| Coca-Cola (KO) | 3.96% | 1.56% | 72.15% | - |
 Citi (C) | 3.89% | 1.9% | 64.97% | - |
 ZIM (ZIM) | 3.85% | 0% | 36.42% | 10/24/2025 |
 American Express (AXP) | 3.54% | 0% | 66.44% | 3/23/2026 |
 TSMC (TSM) | 3.06% | 5.06% | 63.27% | - |
| Amazon (AMZN) | 2.88% | 2.68% | 79.86% | - |
 Alphabet (GOOG) | 2.88% | 5.39% | 70.99% | - |
 Chevron (CVX.US) | 2.76% | 0% | 63.89% | 5/7/2026 |
 Kraft Heinz (KHC) | 2.04% | 0% | 46.99% | 10/24/2025 |
 ARMOUR Residential REIT (ARR) | 1.86% | 0% | 19.44% | 12/12/2023 |
 Petrobras (PBR.A) | 1.71% | 0% | 24.85% | 4/1/2025 |
 Occidental (OXY) | 1.71% | 0% | 51.08% | 4/14/2026 |
 Star Bulk (SBLK) | 1.51% | 0% | 19.06% | 12/5/2023 |
 ExxonMobil (XOM) | 1.37% | 2.49% | 27.16% | - |
 AMD (AMD) | 1.28% | 3.17% | 38.73% | - |
 Tesla (TSLA) | 1.26% | 2.08% | 61.03% | - |
 Meta (META) | 1.22% | 3.39% | 62.96% | - |
 Pfizer (PFE) | 1.18% | 0.83% | 29.71% | - |
 Sirius XM (SIRI) | 1.02% | 0% | 26.62% | 10/24/2025 |
 IBM (IBM) | 0.85% | 0% | 19.68% | 2/21/2024 |
 Frontline (FRO) | 0.77% | 0% | 17.05% | 5/6/2026 |
 Netflix (NFLX) | 0.74% | 0% | 49.46% | 12/29/2025 |
 MPC (MPCC.OL) | 0.73% | 0% | 19.44% | 10/27/2025 |
 Petrobras (PBR) | 0.73% | 0% | 20.99% | 10/24/2025 |
 PepsiCo (PEP) | 0.71% | 0% | 36.03% | 7/11/2025 |
 Golden Ocean (GOGL.OL) | 0.7% | 0% | 3.55% | 3/17/2023 |
 Intel (INTC) | 0.69% | 1.93% | 38.27% | - |
 Micron (MU) | 0.66% | 2.78% | 29.63% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.58% | 0% | 17.59% | 6/5/2025 |
 Solana (SOL) | 0.56% | 0% | 3.94% | 5/17/2026 |
 Kroger (KR) | 0.54% | 0% | 25.69% | 3/23/2026 |
 Palantir (PLTR) | 0.52% | 2.82% | 20.99% | - |
 Hoegh Autoliners ASA (HAUTO.OL) | 0.5% | 0% | 14.51% | 10/27/2025 |
 Ecopetrol (EC) | 0.49% | 0% | 11.73% | 10/22/2025 |
 Nu (NU) | 0.48% | 0% | 30.09% | 3/25/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.45% | 0% | 25.31% | 10/9/2024 |
 LVMH (MC.PA) | 0.44% | 0% | 18.52% | 7/12/2024 |
 Visa (V) | 0.42% | 0% | 38.43% | 3/25/2025 |
 Mastercard (MA) | 0.4% | 0% | 36.5% | 3/25/2025 |
 NYCB (FLG) | 0.39% | 0% | 13.97% | 11/27/2023 |
 Chubb (CB) | 0.39% | 0% | 17.36% | 2/12/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.36% | 0% | 0.85% | 3/15/2023 |
 Bitcoin (BTC) | 0.35% | 0% | 3.94% | 5/17/2026 |
 Capital One (COF) | 0.35% | 0% | 30.56% | 3/25/2025 |
 Scorpio Tankers (STNG) | 0.34% | 0% | 9.18% | 5/6/2026 |
 ALNG ASA (ALNG.OL) | 0.34% | 0% | 9.72% | 8/12/2025 |
 ASML (ASML) | 0.34% | 0% | 18.44% | 5/6/2026 |
 Valero (VLO) | 0.34% | 0% | 8.02% | 4/14/2026 |
 Ralph Lauren (RL) | 0.33% | 0% | 22.45% | 3/23/2026 |
 Marathon Petroleum (MPC) | 0.33% | 0% | 8.02% | 4/14/2026 |
 Rheinmetall (RHM.DE) | 0.33% | 0% | 21.76% | 10/7/2024 |
 Walmart (WMT) | 0.32% | 0% | 19.14% | 3/23/2026 |
 ConocoPhillips (COP) | 0.31% | 0% | 9.72% | 5/6/2026 |
 Nordic American Tankers (NAT) | 0.31% | 0% | 12.73% | 5/6/2026 |
 NextEra Energy Partners (XIFR) | 0.3% | 0% | 7.41% | 10/15/2025 |
 Merck (MRK) | 0.26% | 0% | 18.06% | 7/11/2025 |
 Coinbase (COIN) | 0.25% | 0% | 5.17% | 6/3/2026 |
 McDonald's (MCD) | 0.24% | 0% | 31.1% | 5/7/2025 |
 Shiba (in millions) (SHIBxM) | 0.24% | 0% | 3.01% | 5/6/2026 |
 UMC (UMC) | 0.24% | 1.88% | 10.19% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.24% | 0% | 9.8% | 3/18/2025 |
 XRP (XRP) | 0.23% | 0% | 3.7% | 5/17/2026 |
 EOG Resources (EOG) | 0.23% | 0% | 6.48% | 3/23/2026 |
 Credo (CRDO) | 0.22% | 2.22% | 5.32% | - |
 Phillips 66 (PSX) | 0.21% | 0% | 6.48% | 3/23/2026 |
 Bancolombia (CIB) | 0.21% | 0% | 6.79% | 12/12/2023 |
 BW LPG (BWLPG.OL) | 0.21% | 0% | 20.91% | 10/27/2025 |
 Hercules Capital (HTGC) | 0.2% | 0% | 7.56% | 12/5/2023 |
 Invesco QQQ (QQQ) | 0.2% | 2.62% | 7.72% | - |
 Itau Unibanco (ITUB) | 0.19% | 0% | 5.56% | 6/5/2025 |
 Eli Lilly (LLY) | 0.19% | 0% | 15.43% | 11/13/2024 |
 ASE Technology (ASX) | 0.19% | 2.08% | 5.17% | - |
 SPDR Gold (GLD) | 0.19% | 2.47% | 7.41% | - |
 Crowdstrike (CRWD) | 0.19% | 0.74% | 17.98% | - |
 Devon Energy (DVN) | 0.19% | 0% | 10.26% | 4/14/2026 |
 Arbor Realty (ABR) | 0.18% | 0% | 7.1% | 12/5/2023 |
 NRZ (RITM) | 0.17% | 0% | 6.79% | 12/5/2023 |
 EUR/USD (EURUSD) | 0.17% | 0% | 0.46% | 3/22/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.17% | 2.72% | 6.56% | - |
 SL Green (SLG) | 0.16% | 0% | 5.79% | 12/5/2023 |
 OneMain (OMF) | 0.15% | 0% | 8.95% | 1/16/2024 |
 Mitsubishi UFJ (MUFG) | 0.15% | 0% | 19.98% | 9/27/2024 |
 Schlumberger (SLB) | 0.15% | 0% | 7.02% | 5/6/2026 |
 Procter & Gamble (PG) | 0.15% | 0% | 4.01% | 3/23/2026 |
 L'Oréal (OR.PA) | 0.15% | 0% | 8.49% | 3/25/2024 |
 EQT (EQT) | 0.14% | 0% | 6.48% | 3/23/2026 |
 JPMorgan (JPM) | 0.14% | 0% | 4.94% | 12/29/2025 |
 Blackstone Mortgage Trust (BXMT) | 0.14% | 0% | 5.56% | 11/27/2023 |
 Halliburton (HAL) | 0.14% | 0% | 5.94% | 3/23/2026 |
 Amkor (AMKR) | 0.13% | 0.72% | 5.09% | - |
 Salesforce (CRM) | 0.13% | 0% | 15.59% | 7/9/2024 |
 Brandywine (BDN) | 0.13% | 0% | 4.71% | 11/16/2023 |
 Sumitomo Mitsui (SMFG) | 0.13% | 0% | 16.28% | 9/27/2024 |
 Marvell (MRVL) | 0.12% | 1.97% | 4.32% | - |
 ESCO Technologies (ESE) | 0.12% | 1.97% | 5.17% | - |
 Colgate (CL) | 0.12% | 0% | 4.01% | 3/23/2026 |
 iShares Silver Trust (SLV) | 0.12% | 2.1% | 5.32% | - |
 MFA Financial (MFA) | 0.11% | 0% | 4.71% | 11/16/2023 |
 Costco (COST) | 0.11% | 0% | 5.25% | 2/20/2024 |
 FS KKR (FSK) | 0.11% | 0% | 5.25% | 1/16/2024 |
 Cerebras Systems, Inc (CBRS) | 0.11% | 1.78% | 5.32% | - |
 Global X SuperDividend ETF (SDIV) | 0.11% | 0% | 1.31% | 4/3/2023 |
 Var Energi ASA (VAR.OL) | 0.1% | 0% | 4.86% | 10/27/2025 |
 Alibaba (BABA) | 0.1% | 0% | 3.09% | 5/6/2026 |
 Cisco (CSCO) | 0.1% | 1.05% | 5.71% | - |
 Rio Tinto (RIO) | 0.1% | 0% | 7.41% | 1/16/2024 |
 ServiceNow (NOW) | 0.09% | 1.56% | 4.55% | - |
 Chimera (CIM) | 0.09% | 0% | 3.63% | 11/2/2023 |
 Host Hotels (HST) | 0.08% | 0% | 9.03% | 2/20/2024 |
 Circle Internet Group Inc (CRCL) | 0.08% | 1.19% | 5.63% | - |
 Barrick (B) | 0.08% | 0% | 7.02% | 1/16/2024 |
 CSN (SID) | 0.07% | 0% | 5.63% | 12/18/2023 |
 Ethereum (ETH) | 0.07% | 0% | 3.55% | 5/17/2026 |
 Adobe (ADBE) | 0.07% | 1.43% | 7.02% | - |
 iShares MSCI China ETF (MCHI) | 0.06% | 0% | 2.08% | 4/24/2023 |
 MicroStrategy (MSTR) | 0.06% | 0% | 3.01% | 6/3/2026 |
 Omega Healthcare (OHI) | 0.06% | 0% | 5.17% | 11/28/2023 |
 iShares Core 1-5 Year USD Bond ETF (ISTB) | 0.06% | 0% | 1.23% | 4/12/2023 |
 Uniti (UNIT) | 0.06% | 0% | 5.17% | 12/27/2023 |
 iShares MSCI India ETF (INDA) | 0.06% | 0% | 2.08% | 4/24/2023 |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.06% | 0% | 2.08% | 4/24/2023 |
 Ares (ARES) | 0.05% | 0% | 6.4% | 1/16/2024 |
 Hannon Armstrong (HASI) | 0.05% | 0% | 5.25% | 12/28/2023 |
 Clearway Energy (CWEN) | 0.05% | 0% | 5.17% | 12/27/2023 |
 Evolv (EVLV) | 0.05% | 0% | 5.25% | 10/22/2025 |
 Sony (SONY) | 0.05% | 0% | 5.02% | 2/21/2024 |
 Oracle (ORCL) | 0.05% | 0% | 2.16% | 11/21/2025 |
 Nike (NKE) | 0.05% | 0% | 5.4% | 2/21/2024 |
 Lam Research (LRCX) | 0.05% | 0.97% | 4.24% | - |
 Norsk Hydro (NHY.OL) | 0.05% | 0% | 5.71% | 1/17/2024 |
 Verizon (VZ) | 0.05% | 0% | 4.71% | 12/18/2023 |
 Applied Digital (APLD) | 0.05% | 0% | 1.54% | 10/22/2025 |
 Prospect Capital (PSEC) | 0.05% | 0% | 4.4% | 12/5/2023 |
 ARM (ARM) | 0.05% | 0% | 2.85% | 11/21/2025 |
 Telenor (TEL.OL) | 0.04% | 0% | 0.23% | 1/4/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 0.04% | 0% | 1.77% | 4/24/2023 |
 Dell (DELL) | 0.04% | 0.94% | 4.4% | - |
 Enbridge (ENB) | 0.04% | 0% | 4.78% | 12/18/2023 |
 Space Exploration Technologies Corp (SPCX) | 0.04% | 1.27% | 2.85% | - |
 Hewlett Packard Enterprise (HPE) | 0.04% | 0.99% | 4.17% | - |
 ACM Research (ACMR) | 0.04% | 0.64% | 3.78% | - |
 D-Wave (QBTS) | 0.04% | 0.37% | 5.63% | - |
 Broadcom (AVGO) | 0.04% | 0.93% | 4.24% | - |
 Seanergy (SHIP) | 0.04% | 0% | 4.01% | 12/27/2023 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.03% | 0% | 1.23% | 4/12/2023 |
 Supermicro (SMCI) | 0.03% | 0% | 1.16% | 2/16/2024 |
 Kronos (KRO) | 0.03% | 0% | 3.7% | 12/5/2023 |
 Build and Build (BNB) | 0.03% | 0% | 0.69% | 5/17/2026 |
 Piedmont (PDM) | 0.03% | 0% | 3.55% | 11/27/2023 |
 Vistra (VST) | 0.03% | 1.14% | 2.93% | - |
 Dior (CDI.PA) | 0.03% | 0% | 2.62% | 1/17/2024 |
 EPR (EPR) | 0.02% | 0% | 3.86% | 12/5/2023 |
 SkyWater (SKYT) | 0.02% | 0.64% | 3.78% | - |
 3M (MMM) | 0.02% | 0% | 2.78% | 3/18/2025 |
 NuStar Energy LP (NS) | 0.02% | 0% | 4.17% | 12/5/2023 |
 Rigetti (RGTI) | 0.02% | 0% | 1.23% | 10/22/2025 |
 Starwood Property Trust (STWD) | 0.02% | 0% | 4.17% | 12/5/2023 |
 Lululemon (LULU) | 0.02% | 0% | 2.24% | 1/16/2024 |
 Rocket Lab (RKLB) | 0.02% | 0.4% | 4.01% | - |
 Two Harbors (TWO) | 0.02% | 0% | 3.86% | 12/5/2023 |
 Venice Token (VVV) | 0.02% | 0% | 0.62% | 5/18/2026 |
 Celsius (CELH) | 0.02% | 0% | 0.85% | 9/21/2023 |
 Bitcoin Cash (BCH) | 0.02% | 0% | 0.62% | 5/17/2026 |
 Hive (HIVE) | 0.02% | 0% | 1.16% | 10/22/2025 |
 Hubbell (HUBB) | 0.02% | 0% | 0.85% | 9/21/2023 |
 HP (HPQ) | 0.02% | 0% | 2.62% | 7/8/2026 |
 Altria (MO) | 0.02% | 0% | 3.63% | 11/29/2023 |
 Vale (VALE) | 0.02% | 0% | 3.32% | 11/29/2023 |
 CVS Health (CVS) | 0.02% | 0% | 0.77% | 8/18/2023 |
 AT&T (T.US) | 0.02% | 0% | 3.16% | 11/27/2023 |
 Kopin (KOPN) | 0.02% | 0% | 1.16% | 10/22/2025 |
 BCE (BCE) | 0.02% | 0% | 3.24% | 11/27/2023 |
 Realty Income (O) | 0.02% | 0% | 3.24% | 11/27/2023 |
 Main Street Capital (MAIN) | 0.02% | 0% | 3.24% | 11/27/2023 |
 Golden Ocean (GOGL.US) | 0.02% | 0% | 0.69% | 8/17/2023 |
 Global Net Lease (GNL) | 0.02% | 0% | 3.16% | 11/27/2023 |
 Freeport-McMoRan (FCX) | 0.02% | 0% | 1.85% | 2/3/2025 |
 NatWest (NWG) | 0.02% | 0% | 2.24% | 6/5/2025 |
 AST SpaceMobile (ASTS) | 0.01% | 0% | 2.39% | 7/8/2026 |
 Redwood Trust (RWT) | 0.01% | 0% | 2.7% | 11/16/2023 |
 Annaly (NLY) | 0.01% | 0% | 2.7% | 11/16/2023 |
 New Horizon (HOVR) | 0.01% | 0% | 0.77% | 10/17/2025 |
 Invesco Mortgage Capital (IVR) | 0.01% | 0% | 2.7% | 11/16/2023 |
 Sandisk Corp/DE (SNDK) | 0.01% | 0.71% | 1.62% | - |
 KLA (KLAC) | 0.01% | 0.64% | 1.7% | - |
 Western Digital (WDC) | 0.01% | 0.75% | 1.62% | - |
 SuRo Capital (NSLR) | 0.01% | 0% | 1.23% | 10/14/2025 |
 Humacyte (HUMA) | 0.01% | 0% | 0.77% | 10/17/2025 |
 Ford (F) | 0.01% | 0% | 2.16% | 11/27/2023 |
 Equity Residential (EQR) | 0.01% | 0% | 2.16% | 11/27/2023 |
 Medical Properties Trust (MPT) | 0.01% | 0% | 2.08% | 11/13/2023 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.01% | 0% | 1.77% | 11/8/2023 |
 Applied Materials (AMAT) | 0.01% | 0.57% | 1.47% | - |
 Microvast (MVST) | 0.01% | 0% | 0.54% | 10/22/2025 |
 SK Hynix Inc (SKHY) | 0.01% | 0.73% | 1.08% | - |
 NYMT (ADAM) | 0.01% | 0% | 1.62% | 11/2/2023 |
 Direxion Daily S&P Biotech Bull 3X ETF (LABU.US) | 0.01% | 0% | 0.31% | 4/3/2023 |
 D.R. Horton (DHI) | 0.01% | 0% | 0.77% | 2/14/2024 |
 NextEra (NEE) | 0.01% | 0.82% | 1.08% | - |
 Terawulf (WULF) | 0.01% | 0% | 0.54% | 10/22/2025 |
 Akash Network (AKT) | 0.01% | 0% | 0.46% | 5/17/2026 |
 e.l.f. (ELF) | 0.01% | 0% | 0.62% | 1/3/2024 |
 DNO (DNO.OL) | 0.01% | 0% | 1% | 10/26/2023 |
 iShares 0-1 Year Treasury Bond (SHV) | 0.01% | 0% | 0.39% | 3/18/2025 |
 HF Company SA (ALHF.PA) | 0.01% | 0% | 0.54% | 8/25/2025 |
 Cardano (ADA) | 0.01% | 0% | 0.23% | 5/17/2026 |
 TRON (TRX) | 0% | 0% | 0.31% | 5/18/2026 |
 AbbVie (ABBV) | 0% | 0% | 0.85% | 11/27/2023 |
 Iberdrola (IBE.MC) | 0% | 0% | 0.69% | 10/26/2023 |
 NuScale Power (SMR) | 0% | 0% | 0.39% | 10/22/2025 |
 Vertiv (VRT) | 0% | 0% | 0.62% | 7/17/2024 |
 Direxion Daily MSCI Brazil Bull 2X ETF (BRZU) | 0% | 0% | 0.08% | 3/30/2023 |
 BYD (01211.HK) | 0% | 0% | 0.54% | 11/8/2023 |
 Quantum-Si (QSI) | 0% | 0% | 0.23% | 10/17/2025 |
 Render Token (RENDER) | 0% | 0% | 0.54% | 5/18/2026 |
 Stellar (XLM) | 0% | 0% | 0.15% | 5/17/2026 |
 Equitrans (ETRN) | 0% | 0% | 0.23% | 9/14/2023 |
 BlackRock (BLK) | 0% | 0% | 0.23% | 12/21/2023 |
 Fetch.ai (FET) | 0% | 0% | 0.15% | 5/17/2026 |
 Avance Gas Holding Ltd (AGAS.OL) | 0% | 0% | 0.23% | 4/25/2025 |
 Lenovo (0992.HK) | 0% | 0% | 0.23% | 3/31/2023 |
 China Everbright Environment (00257.HK) | 0% | 0% | 0.23% | 3/31/2023 |
 Critical Metals Corp (CRML) | 0% | 0% | 0.08% | 5/7/2026 |
 Berkshire Hathaway (BRK.B) | 0% | 0% | 0.15% | 12/14/2023 |
 Vertex (VRTX) | 0% | 0% | 0.15% | 1/10/2024 |
 Moderna (MRNA) | 0% | 0% | 0.08% | 5/13/2026 |
 OCI (OCI.NV) | 0% | 0% | 0.23% | 10/16/2023 |
 Saras (SRS.MI) | 0% | 0% | 0.23% | 10/16/2023 |
 UBS (UBSG.ZU) | 0% | 0% | 0.23% | 10/16/2023 |
 Dogecoin (DOGE) | 0% | 0% | 0.08% | 3/23/2023 |
 Hedera Hashgraph (HBAR) | 0% | 0% | 0.08% | 11/19/2024 |
 Nintendo (NTDOY) | 0% | 0% | 0.08% | 12/7/2023 |
 Ferrari (RACE) | 0% | 0% | 0.08% | 12/19/2023 |
 Global X Uranium ETF (URA) | 0% | 0% | 0.08% | 5/9/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Coca-Cola (KO) | 8.14% | 8.44% |
| Pfizer (PFE) | 6.16% | 6.05% |
| Chevron (CVX.US) | 5.64% | 5.57% |
| ExxonMobil (XOM) | 5.39% | 5.5% |
| Valero (VLO) | 3.07% | 2.98% |
| Marathon Petroleum (MPC) | 3.03% | 2.97% |
| ConocoPhillips (COP) | 2.91% | 2.9% |
| EOG Resources (EOG) | 2.88% | 2.88% |
| American Express (AXP) | 2.39% | 2.82% |
| Ralph Lauren (RL) | 2.77% | 2.81% |
| Scorpio Tankers (STNG) | 2.87% | 2.79% |
| Walmart (WMT) | 2.5% | 2.53% |
| Phillips 66 (PSX) | 2.37% | 2.36% |
| Kroger (KR) | 2.32% | 2.29% |
| Occidental (OXY) | 2.23% | 2.26% |
| Frontline (FRO) | 2.22% | 2.19% |
| Nordic American Tankers (NAT) | 2.26% | 2.19% |
| Devon Energy (DVN) | 2.01% | 2.01% |
| EQT (EQT) | 2% | 1.96% |
Cash & Instruments Over Time
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