Portfolio Diversification
Range
Most Diversified
22 instruments
May 17, 2024
Least Diversified
10 instruments
June 21, 2025
Average
17.2 instruments
Most Consistent Holdings
Top 5
MSFT100%
BIDU100%
TLRY100%
VTI100%
BOXL100%
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 |
|---|---|---|---|---|
 XRP (XRP) | 11.84% | 30.08% | 100% | - |
 Alphabet (GOOG) | 11.53% | 15.05% | 81.21% | - |
| Vanguard Total Stock Market ETF (VTI) | 10.19% | 9.41% | 100% | - |
 IIPR (IIPR) | 8.99% | 0% | 48.3% | 9/16/2024 |
| Microsoft (MSFT) | 7.92% | 8.04% | 100% | - |
 NextEra (NEE) | 6.12% | 0% | 94.59% | 6/20/2025 |
 Crown Castle (CCI) | 3.26% | 6.07% | 49.79% | - |
 C3.ai (AI) | 2.82% | 3.62% | 49.79% | - |
 NVIDIA (NVDA) | 2.82% | 0% | 52.34% | 5/16/2024 |
 AMD (AMD) | 2.78% | 0% | 39.92% | 1/19/2024 |
 Honeywell (HON) | 2.51% | 0% | 53.93% | 6/20/2025 |
 Digital Realty (DLR) | 2.13% | 4.36% | 47.66% | - |
 Equinix (EQIX) | 1.95% | 0% | 44.37% | 6/20/2025 |
 Berkshire Hathaway (BRK.B) | 1.89% | 0% | 26.22% | 9/11/2023 |
 Societe Generale (GLE.PA) | 1.78% | 0% | 21.34% | 7/24/2023 |
 Marvell (MRVL) | 1.75% | 0% | 42.99% | 3/10/2025 |
| Baidu (BIDU) | 1.75% | 0.98% | 100% | - |
 Silicon Labs (SLAB) | 1.65% | 0% | 36.73% | 4/7/2025 |
| Boxlight (BOXL) | 1.55% | 2.25% | 100% | - |
 STMicroelectronics (STMMI.MI) | 1.52% | 0% | 28.77% | 4/2/2025 |
 IBM (IBM) | 1.31% | 0% | 24.42% | 4/15/2024 |
 Scotts (SMG) | 1.3% | 0% | 34.08% | 4/4/2025 |
 Litecoin (LTC) | 1.19% | 0% | 94.27% | 6/17/2025 |
 Cronos (CRON) | 1.12% | 0% | 94.59% | 6/20/2025 |
| Tilray (TLRY) | 1.04% | 0.26% | 100% | - |
 Microchip (MCHP) | 0.9% | 0% | 30.57% | 11/12/2024 |
 Western Digital (WDC) | 0.69% | 0% | 20.17% | 8/5/2024 |
 USD/MXN (USDMXN) | 0.24% | 0% | 2.12% | 8/3/2023 |
 SBA (SBAC) | 0.05% | 0% | 1.91% | 2/13/2024 |
 Flare (FLR) | 0.02% | 0% | 70.28% | 6/17/2025 |
 Songbird (SGB) | 0% | 0% | 16.45% | 6/8/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| XRP (XRP) | 5.1% | 18.37% |
| Alphabet (GOOG) | 10.17% | 12.99% |
| Vanguard Total Stock Market ETF (VTI) | 5.82% | 8.34% |
| C3.ai (AI) | 3.64% | 7.42% |
| Marvell (MRVL) | 4.52% | 6.59% |
| Microsoft (MSFT) | 4.61% | 6.22% |
| STMicroelectronics (STMMI.MI) | 7.28% | 6.08% |
| Digital Realty (DLR) | 3.16% | 4.49% |
| Equinix (EQIX) | 2.91% | 4.49% |
| NextEra (NEE) | 4.85% | 4.48% |
| Honeywell (HON) | 3.64% | 4.44% |
| Crown Castle (CCI) | 4.85% | 4.42% |
| Silicon Labs (SLAB) | 3.64% | 4.19% |
| Scotts (SMG) | 3.27% | 2.97% |
| Boxlight (BOXL) | 9.22% | 1.98% |
| Litecoin (LTC) | 1.46% | 1.07% |
| Baidu (BIDU) | 2.91% | 0.9% |
| Cronos (CRON) | 4.37% | 0.78% |
| Tilray (TLRY) | 15.29% | 0.51% |
| Flare (FLR) | 0% | 0.01% |