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Portfolio Diversification
Range
Most Diversified
25 instruments
March 8, 2024
Least Diversified
3 instruments
April 18, 2023
Average
13.7 instruments
Most Consistent Holdings
Top 5
PFE68.99%
VZ64.76%
KO59.74%
IOVA57.44%
V49.52%
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 |
|---|---|---|---|---|
 Analisisciclico | 6.34% | 0% | 26.26% | 11/2/2023 |
| Iovance (IOVA) | 6.17% | 4.55% | 57.44% | - |
| Verizon (VZ) | 4.64% | 0% | 64.76% | 2/11/2026 |
 Alibaba (BABA) | 4.6% | 0% | 40.35% | 9/19/2024 |
 StefanULS | 4.28% | 11.49% | 49.25% | - |
 Amazon (AMZN) | 4.26% | 4.38% | 39.91% | - |
| Coca-Cola (KO) | 4.15% | 0% | 59.74% | 1/27/2026 |
| Pfizer (PFE) | 4.08% | 0% | 68.99% | 12/16/2025 |
| Visa (V) | 3.93% | 0% | 49.52% | 1/7/2026 |
 Novo-Nordisk (NVO) | 3.73% | 0% | 40.26% | 1/5/2026 |
 McDonald's (MCD) | 3.55% | 0% | 33.22% | 9/5/2024 |
 Alphabet (GOOG) | 3.42% | 0% | 37.62% | 7/18/2025 |
 Ford (F) | 2.94% | 0% | 22.29% | 5/6/2025 |
 Bath & Body Works (BBWI) | 2.74% | 0% | 38.5% | 11/20/2025 |
 Sirius XM (SIRI) | 2.53% | 4.76% | 28.02% | - |
 PepsiCo (PEP) | 2.12% | 0% | 31.1% | 9/2/2025 |
 Nio (NIO) | 2.03% | 0% | 41.15% | 10/15/2024 |
 Cardano (ADA) | 1.72% | 0% | 39.12% | 10/15/2024 |
 NVIDIA (NVDA) | 1.7% | 0% | 22.47% | 1/20/2026 |
 Cisco (CSCO) | 1.55% | 0% | 38.77% | 10/14/2024 |
 Mercedes-Benz (MBG.DE) | 1.34% | 0% | 33.22% | 5/15/2025 |
 Chevron (CVX) | 1.26% | 0% | 17% | 1/29/2026 |
 Disney (DIS) | 1.15% | 0% | 20.97% | 1/30/2024 |
 Tesla (TSLA) | 1.1% | 0% | 12.07% | 7/8/2025 |
 First American (FAF) | 1.07% | 0% | 30.4% | 4/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.88% | 7.47% | 17.36% | - |
 Bank of America (BAC) | 0.82% | 0% | 18.15% | 4/22/2024 |
 Canadian Solar (CSIQ) | 0.77% | 0% | 5.73% | 8/22/2025 |
 Intel (INTC) | 0.75% | 0% | 20.09% | 8/6/2025 |
 PayPal (PYPL) | 0.73% | 0% | 24.05% | 1/20/2026 |
 Bitcoin (BTC) | 0.63% | 5.05% | 27.22% | - |
 Target (TGT) | 0.57% | 0% | 5.99% | 12/16/2025 |
 JPMorgan (JPM) | 0.57% | 4.76% | 12.78% | - |
 Ethereum (ETH) | 0.55% | 0% | 19.91% | 5/14/2025 |
 Ses Ai (SES) | 0.54% | 25.56% | 6.17% | - |
 XRP (XRP) | 0.52% | 0% | 17.27% | 3/11/2024 |
 Albemarle (ALB) | 0.48% | 0% | 14.8% | 10/15/2024 |
 Microsoft (MSFT) | 0.47% | 17.32% | 7.14% | - |
 Baidu (BIDU) | 0.41% | 0% | 17.18% | 11/25/2024 |
 Amcor (AMCR) | 0.37% | 0% | 7.93% | 2/4/2026 |
 AMD (AMD) | 0.37% | 0% | 19.12% | 2/5/2025 |
 Procter & Gamble (PG) | 0.34% | 0% | 7.75% | 2/4/2026 |
 Citi (C) | 0.34% | 0% | 11.01% | 12/14/2023 |
 UPS (UPS) | 0.33% | 0% | 3.44% | 10/28/2025 |
 Medtronic (MDT.US) | 0.31% | 0% | 17.36% | 8/26/2024 |
 eToro Group LTD (ETOR) | 0.31% | 0% | 4.93% | 2/10/2026 |
 Caesars (CZR) | 0.3% | 0% | 14.63% | 9/19/2024 |
 Oracle (ORCL) | 0.28% | 4.6% | 3.88% | - |
 Palo Alto Networks (PANW) | 0.28% | 0% | 4.14% | 4/23/2024 |
 Lululemon (LULU) | 0.24% | 0% | 2.73% | 10/3/2025 |
 US Bancorp (USB) | 0.23% | 0% | 12.69% | 7/17/2024 |
 Meta (META) | 0.21% | 0% | 8.19% | 6/27/2023 |
 Figma Inc (FIG) | 0.2% | 0.82% | 4.32% | - |
 Apple (AAPL) | 0.2% | 0% | 8.9% | 4/12/2024 |
 Tractor Supply (TSCO) | 0.18% | 0% | 3% | 1/23/2024 |
 Walmart (WMT) | 0.18% | 0% | 4.05% | 1/23/2024 |
 Jasmy (JASMY) | 0.15% | 0% | 12.07% | 3/10/2025 |
 ExxonMobil (XOM) | 0.12% | 0% | 4.23% | 2/11/2025 |
 Johnson & Johnson (JNJ) | 0.12% | 0% | 1.15% | 2/5/2025 |
 Spotify (SPOT) | 0.12% | 0% | 3.88% | 8/1/2023 |
 VIXGold | 0.12% | 0% | 1.76% | 5/15/2024 |
 AT&T (T) | 0.1% | 0% | 7.4% | 5/31/2024 |
 Netflix (NFLX) | 0.09% | 0% | 2.11% | 1/29/2026 |
 Civitas (CIVI) | 0.09% | 0% | 0.62% | 1/13/2025 |
 Huntington (HBAN) | 0.09% | 0% | 4.32% | 7/19/2024 |
 Nike (NKE) | 0.08% | 0% | 5.29% | 12/18/2025 |
 Starbucks (SBUX) | 0.06% | 0% | 2.47% | 2/28/2024 |
 Evolv (EVLV) | 0.06% | 0% | 1.32% | 2/4/2026 |
 ON Semiconductor (ON) | 0.06% | 0% | 3.35% | 5/7/2024 |
 Realty Income (O) | 0.04% | 0% | 0.44% | 12/16/2025 |
 Tencent Music (TME) | 0.04% | 0% | 0.53% | 9/19/2024 |
 Inmode (INMD) | 0.04% | 0% | 3.61% | 1/24/2024 |
 Rivian (RIVN) | 0.04% | 0% | 0.79% | 10/14/2024 |
 Chiliz (CHZ) | 0.03% | 0% | 1.67% | 2/3/2025 |
 AppLovin (APP) | 0.03% | 4.38% | 0.7% | - |
 Robinhood Markets Inc. (HOOD) | 0.03% | 4.82% | 0.62% | - |
 Blacksky (BKSY) | 0.03% | 0% | 1.41% | 6/7/2024 |
 Polygon Ecosystem (ex Matic) (POL) | 0.03% | 0% | 2.38% | 5/4/2023 |
 Deutsche Bank (DBK.DE) | 0.02% | 0% | 2.2% | 10/16/2023 |
 Algorand (ALGO) | 0.02% | 0% | 2.47% | 9/20/2023 |
 Medical Properties Trust (MPT) | 0.02% | 0% | 2.03% | 2/21/2024 |
 Hedera Hashgraph (HBAR) | 0.02% | 0% | 2.82% | 2/19/2024 |
 10xCycleTrader | 0.02% | 0% | 0.35% | 7/1/2024 |
 Siemens Energy (ENR.DE) | 0.01% | 0% | 0.44% | 6/28/2023 |
 Shiba (in millions) (SHIBxM) | 0.01% | 0% | 0.62% | 6/21/2023 |
 Santander (SAN.MC) | 0.01% | 0% | 0.26% | 11/1/2024 |
 HP (HPQ) | 0.01% | 0% | 1.32% | 2/16/2024 |
 Hims & Hers (HIMS) | 0.01% | 0% | 0.44% | 11/19/2024 |
 PulteGroup (PHM) | 0.01% | 0% | 0.26% | 9/28/2023 |
 Fetch.ai (FET) | 0.01% | 0% | 0.88% | 6/18/2024 |
 Goldman Sachs (GS) | 0.01% | 0% | 0.62% | 6/29/2023 |
 Tempus AI Inc (TEM.US) | 0% | 0% | 0.35% | 6/18/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Verizon (VZ) | 13.78% | 13.28% |
| StefanULS | 9.42% | 9.72% |
| Coca-Cola (KO) | 9.19% | 9.18% |
| Visa (V) | 9.19% | 9.14% |
| Vanguard S&P 500 ETF (VOO) | 5.51% | 5.84% |
| NVIDIA (NVDA) | 4.59% | 4.9% |
| JPMorgan (JPM) | 4.59% | 4.83% |
| Novo-Nordisk (NVO) | 4.59% | 4.81% |
| Amcor (AMCR) | 4.59% | 4.69% |
| Figma Inc (FIG) | 4.59% | 4.62% |
| Procter & Gamble (PG) | 4.59% | 4.62% |
| Iovance (IOVA) | 4.59% | 4.47% |
| eToro Group LTD (ETOR) | 4.58% | 4.45% |
| PayPal (PYPL) | 4.59% | 4.4% |
| Ses Ai (SES) | 4.58% | 4.35% |
| Sirius XM (SIRI) | 4.59% | 4.24% |
| Bitcoin (BTC) | 0.46% | 0.47% |
Cash & Instruments Over Time
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