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Portfolio Diversification
Range
Most Diversified
36 instruments
July 7, 2026
Least Diversified
0 instruments
May 30, 2023
Average
5.8 instruments
Most Consistent Holdings
Top 5
MSTR48.84%
BTC30.78%
GOOGL30.66%
0386.HK28.34%
AMD21.54%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| MicroStrategy (MSTR) | 29.54% | 55.34% | 48.84% | - |
| Bitcoin (BTC) | 27.7% | 1.03% | 30.78% | - |
 BAE Systems (BA.L) | 2.81% | 0% | 20.15% | 8/10/2026 |
 Swedbank (SWED-A.ST) | 2.57% | 1.43% | 18.18% | - |
| Alphabet (GOOGL) | 2.44% | 1.24% | 30.66% | - |
 Solana (SOL) | 2.15% | 0% | 7.67% | 5/4/2025 |
| AMD (AMD) | 1.8% | 0% | 21.54% | 12/19/2024 |
 MSCI (MSCI) | 1.66% | 0% | 19.22% | 11/4/2024 |
 Morningstar (MORN) | 1.65% | 0% | 18.93% | 11/4/2024 |
 Supermicro (SMCI) | 1.25% | 0% | 8.01% | 4/23/2024 |
 NXP (NXPI) | 1.19% | 0% | 13.53% | 12/19/2024 |
 SPX (SPXC) | 1.16% | 0% | 10.92% | 11/4/2024 |
 Autoliv (ALV) | 1.1% | 0% | 13.82% | 12/19/2024 |
 Ashtead (SUNB.L) | 1.06% | 0% | 11.21% | 11/4/2024 |
 BlackRock (BLK) | 1.02% | 0% | 11.21% | 11/4/2024 |
 Texas Roadhouse (TXRH) | 0.94% | 0% | 8.25% | 11/4/2024 |
 Wingstop (WING) | 0.68% | 0.95% | 14.05% | - |
 Apollo (APO) | 0.58% | 0% | 8.01% | 4/23/2024 |
 PFG (PFGC) | 0.56% | 0% | 8.01% | 4/23/2024 |
 Dell (DELL) | 0.55% | 1.61% | 8.89% | - |
 J.B.Hunt (JBHT) | 0.54% | 0% | 8.01% | 4/23/2024 |
 Progressive (PGR) | 0.54% | 1.23% | 9.12% | - |
 LPL Financial (LPLA.US) | 0.53% | 1.43% | 8.89% | - |
 Palo Alto Networks (PANW) | 0.53% | 1.27% | 9.12% | - |
| Sinopec (0386.HK) | 0.52% | 0% | 28.34% | 5/29/2023 |
 VICI Properties (VICI) | 0.51% | 0% | 8.01% | 4/23/2024 |
 Bunge (BG) | 0.48% | 0% | 8.01% | 4/23/2024 |
 Investor AB (INVE-A.ST) | 0.23% | 0% | 4.18% | 7/5/2024 |
 Microsoft (MSFT) | 0.1% | 1.78% | 6.04% | - |
 CNRL (CNQ) | 0.1% | 1.79% | 6.04% | - |
 Arista (ANET) | 0.1% | 1.49% | 6.04% | - |
 Cheniere (LNG) | 0.09% | 1.5% | 6.04% | - |
 CF Industries (CF) | 0.09% | 1.37% | 6.04% | - |
 Ubiquiti (UI) | 0.09% | 1.49% | 6.04% | - |
 KKR (KKR) | 0.09% | 1.24% | 6.04% | - |
 Western Midstream (WES) | 0.09% | 1.32% | 6.04% | - |
 Delek Logistics Partners LP (DKL) | 0.09% | 1.38% | 6.04% | - |
 Rio Tinto (RIO) | 0.09% | 1.23% | 6.04% | - |
 MPLX (MPLX.US) | 0.08% | 1.33% | 6.04% | - |
 Darden (DRI) | 0.08% | 1.37% | 6.04% | - |
 Capital Southwest (CSWC) | 0.08% | 1.23% | 6.04% | - |
 UnitedHealth (UNH) | 0.08% | 0% | 0.23% | 5/23/2025 |
 Schneider Electric (SU.PA) | 0.08% | 1.13% | 6.04% | - |
 US Bancorp (USB) | 0.08% | 1.22% | 6.04% | - |
 Fortis (FTS) | 0.08% | 1.27% | 6.04% | - |
 Realty Income (O) | 0.08% | 1.16% | 6.04% | - |
 PNC (PNC) | 0.08% | 1.14% | 6.04% | - |
 TKO (TKO) | 0.08% | 1.17% | 6.04% | - |
 ABB (ABBN.ZU) | 0.08% | 1.08% | 6.04% | - |
 Southern Co (SO) | 0.08% | 1.19% | 6.04% | - |
 Texas Pacific (TPL) | 0.08% | 1.09% | 6.04% | - |
 DraftKings (DKNG) | 0.07% | 1.03% | 6.04% | - |
 L3Harris (LHX) | 0.07% | 1.05% | 6.04% | - |
 ACS (ACS.MC) | 0.07% | 0.96% | 6.04% | - |
 Reddit Inc (RDDT) | 0.07% | 1.02% | 6.04% | - |
 Lennox (LII) | 0.06% | 0.84% | 6.04% | - |
 Cardano (ADA) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| MicroStrategy (MSTR) | 70.09% | 48.56% |
| Swedbank (SWED-A.ST) | 14.51% | 28.51% |
| BAE Systems (BA.L) | 15.31% | 21.44% |
Cash & Instruments Over Time
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