Portfolio Diversification
Range
Most Diversified
69 instruments
April 12, 2024
Least Diversified
0 instruments
February 2, 2025
Average
58.6 instruments
Most Consistent Holdings
Top 5
AAPL99.81%
MSFT99.81%
JPM99.81%
KO99.81%
PFE99.81%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 12.15% | 20.53% | 99.81% | - |
 SM Energy (SM) | 12.09% | 8.76% | 99.81% | - |
| Microsoft (MSFT) | 6.13% | 8.87% | 99.81% | - |
 Nio (NIO) | 4.32% | 4.07% | 99.81% | - |
| Coca-Cola (KO) | 4.19% | 5.58% | 99.81% | - |
 Mastercard (MA) | 4.13% | 5.76% | 99.72% | - |
| JPMorgan (JPM) | 3.33% | 5.87% | 99.81% | - |
 TRON (TRX) | 2.72% | 5.13% | 99.81% | - |
 Tata Motors Shs Sponsored American Deposit Receipt Repr 5 Shs-ADR (TTM) | 2.65% | 0% | 24.95% | 9/28/2023 |
 Walmart (WMT) | 2.48% | 4.54% | 99.81% | - |
 PayPal (PYPL) | 2.2% | 2.36% | 99.81% | - |
 AMD (AMD) | 1.92% | 3.77% | 99.81% | - |
 Palantir (PLTR) | 1.86% | 0% | 59.17% | 9/27/2024 |
 Riot (RIOT) | 1.82% | 3.09% | 99.81% | - |
| Pfizer (PFE) | 1.8% | 1.93% | 99.81% | - |
 Dell (DELL) | 1.74% | 2.87% | 99.72% | - |
 Rolls-Royce (RR.L) | 1.74% | 4.16% | 99.72% | - |
 Canadian Solar (CSIQ) | 1.68% | 2.48% | 99.81% | - |
 Western Digital (WDC) | 1.68% | 0% | 59.17% | 9/27/2024 |
 Marathon Oil (MRO) | 1.67% | 0% | 59.17% | 9/27/2024 |
 Ondo Finance (ONDO) | 1.45% | 1.53% | 56.52% | - |
 Visa (V) | 1.32% | 0% | 59.45% | 9/30/2024 |
 Transocean (RIG) | 1.17% | 0% | 59.45% | 9/30/2024 |
 Citi (C) | 1.05% | 0% | 59.45% | 9/30/2024 |
 Murphy Oil (MUR) | 1% | 0% | 59.45% | 9/30/2024 |
 Cleanspark (CLSK) | 0.92% | 1.65% | 99.81% | - |
 Cracker Barrel (CBRL) | 0.91% | 0.51% | 99.62% | - |
 Service Corp Intl (SCI) | 0.72% | 0% | 59.45% | 9/30/2024 |
 Shell (SHEL) | 0.68% | 0% | 59.45% | 9/30/2024 |
 GE (GE) | 0.68% | 0% | 59.17% | 9/27/2024 |
 Global X Cloud Computing ETF (CLOU) | 0.59% | 0.78% | 99.62% | - |
 Airbus (AIR.PA) | 0.54% | 0% | 59.17% | 9/27/2024 |
 Trip.com (TCOM.CH) | 0.53% | 0% | 59.17% | 9/27/2024 |
 Eni (ENI.MI) | 0.52% | 0% | 59.17% | 9/27/2024 |
 AT&T (T) | 0.48% | 0.68% | 99.81% | - |
 United Airlines (UAL) | 0.45% | 0% | 59.45% | 9/30/2024 |
 IBM (IBM) | 0.44% | 0% | 59.45% | 9/30/2024 |
 Ameris Bank (ABCB) | 0.43% | 0% | 59.17% | 9/27/2024 |
 Delta (DAL) | 0.42% | 0% | 59.17% | 9/27/2024 |
 Nano Dimension (NNDM) | 0.42% | 0.42% | 99.81% | - |
 Johnson & Johnson (JNJ) | 0.41% | 0% | 59.17% | 9/27/2024 |
 JetBlue (JBLU) | 0.4% | 0.39% | 99.81% | - |
 Stellar (XLM) | 0.31% | 0.47% | 99.81% | - |
 Nel (NEL.OL) | 0.26% | 0.2% | 99.62% | - |
 Dogecoin (DOGE) | 0.26% | 0.3% | 99.81% | - |
 Chainlink (LINK) | 0.25% | 0.31% | 99.62% | - |
 Asensus (ASXC) | 0.22% | 0% | 56.05% | 8/25/2024 |
 Cardano (ADA) | 0.21% | 0.21% | 99.72% | - |
 Medical Properties Trust (MPW) | 0.2% | 0.24% | 99.81% | - |
 Air France-KLM (AF.PA) | 0.2% | 0.2% | 99.81% | - |
 My Neighbor Alice (ALICE) | 0.18% | 0% | 48.49% | 8/27/2025 |
 DocuSign (DOCU) | 0.18% | 0.24% | 99.81% | - |
 Xinyi Solar (0968.HK) | 0.18% | 0.15% | 99.81% | - |
 Gol (GOLLQ) | 0.16% | 0% | 85.26% | 7/2/2025 |
 IOTA (MIOTA) | 0.14% | 0.09% | 99.81% | - |
 GE HealthCare (GEHC) | 0.14% | 0% | 58.88% | 9/27/2024 |
 Synthetix (SNX) | 0.12% | 0.1% | 57.56% | - |
 SNDL (SNDL) | 0.12% | 0.15% | 99.62% | - |
 ElectraMeccanica Vehicles Corp (SOLO) | 0.08% | 0% | 42.34% | 4/1/2024 |
 GE Vernova (GEV) | 0.06% | 0% | 16.64% | 9/27/2024 |
 Warner Bros Discovery (WBD) | 0.06% | 0.16% | 99.81% | - |
 Virgin Galactic (SPCE) | 0.05% | 0.01% | 99.81% | - |
 AYRO (SBLX) | 0.05% | 0.01% | 99.62% | - |
 Cenntro (CENN) | 0.04% | 0.01% | 99.62% | - |
 Tatneft OAO-ADR (ATADL.L) | 0.03% | 0.04% | 99.81% | - |
 BioNano (BNGO) | 0.03% | 0% | 60.68% | 1/6/2025 |
 Store Capital Corp. (STOR) | 0.03% | 0% | 3.31% | 2/6/2023 |
 FuelCell Energy (FCEL) | 0.03% | 0.01% | 98.39% | - |
 Nikola (NKLAQ) | 0.02% | 0% | 60.3% | 11/4/2024 |
 Sunworks (SUNWQ) | 0.01% | 0% | 37.24% | 2/6/2024 |
 Jaguar Health (JAGX) | 0% | 0% | 7.47% | 11/19/2025 |
 Agile Therapeutics (AGRX) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 8.8% | 18.4% |
| SM Energy (SM) | 3.35% | 17.12% |
| Microsoft (MSFT) | 3.35% | 7.94% |
| Mastercard (MA) | 2.68% | 5.61% |
| Coca-Cola (KO) | 3.7% | 5% |
| TRON (TRX) | 0.85% | 4.68% |
| JPMorgan (JPM) | 1.67% | 4.6% |
| Ondo Finance (ONDO) | 2.6% | 4.02% |
| Nio (NIO) | 22.46% | 3.78% |
| Walmart (WMT) | 1.67% | 3.66% |
| PayPal (PYPL) | 6.08% | 3.35% |
| Dell (DELL) | 0.84% | 2.52% |
| Rolls-Royce (RR.L) | 0.92% | 2.16% |
| AMD (AMD) | 0.87% | 2.13% |
| Riot (RIOT) | 3.6% | 2.06% |
| Pfizer (PFE) | 2.51% | 2.04% |
| Canadian Solar (CSIQ) | 3.35% | 1.2% |
| Cleanspark (CLSK) | 1.79% | 1.07% |
| Cracker Barrel (CBRL) | 1.67% | 0.96% |
| Global X Cloud Computing ETF (CLOU) | 0.84% | 0.82% |
| JetBlue (JBLU) | 0.84% | 0.66% |
| Dogecoin (DOGE) | 0.84% | 0.62% |
| AT&T (T) | 0.84% | 0.62% |
| Stellar (XLM) | 0.84% | 0.61% |
| Nano Dimension (NNDM) | 2.68% | 0.59% |
| My Neighbor Alice (ALICE) | 0.94% | 0.55% |
| Chainlink (LINK) | 0.49% | 0.43% |
| Cardano (ADA) | 0.42% | 0.4% |
| Synthetix (SNX) | 0.84% | 0.35% |
| DocuSign (DOCU) | 0.85% | 0.3% |
| Nel (NEL.OL) | 0.84% | 0.29% |
| IOTA (MIOTA) | 0.84% | 0.25% |
| Air France-KLM (AF.PA) | 0.84% | 0.24% |
| Medical Properties Trust (MPW) | 0.84% | 0.17% |
| SNDL (SNDL) | 0.84% | 0.15% |
| Xinyi Solar (0968.HK) | 0.84% | 0.15% |
| Warner Bros Discovery (WBD) | 0.15% | 0.07% |
| Gol (GOLLQ) | 1.06% | 0.06% |
| Tatneft OAO-ADR (ATADL.L) | 0.84% | 0.04% |
| Cenntro (CENN) | 1.79% | 0.03% |
| AYRO (SBLX) | 1.76% | 0.02% |
| Virgin Galactic (SPCE) | 0.84% | 0.01% |
| FuelCell Energy (FCEL) | 0.84% | 0.01% |
| BioNano (BNGO) | 0.92% | 0.01% |
| Nikola (NKLAQ) | 0.84% | 0% |
| Sunworks (SUNWQ) | 0.84% | 0% |
| Jaguar Health (JAGX) | 1.67% | 0% |