Portfolio Diversification
Range
Most Diversified
37 instruments
February 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
31 instruments
Most Consistent Holdings
Top 5
AAPL99.62%
META99.62%
KO99.62%
BYND99.62%
AIR.PA99.62%
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 |
|---|---|---|---|---|
 Carnival (CCL) | 16.58% | 21.14% | 99.62% | - |
 Tesla (TSLA) | 6.86% | 0% | 68.05% | 12/31/2024 |
 ProShares UltraPro QQQ (TQQQ) | 5.04% | 8.64% | 99.62% | - |
 iShares Core High Dividend ETF (HDV) | 4.79% | 4.8% | 99.62% | - |
 Palantir (PLTR) | 4.46% | 0.49% | 75.14% | - |
| Apple (AAPL) | 4.08% | 5.2% | 99.62% | - |
 Technology Select Sector SPDR (XLK) | 4.02% | 5.1% | 99.62% | - |
 NatWest (NWG.L) | 3.34% | 5.62% | 99.62% | - |
| Airbus (AIR.PA) | 3.06% | 3.77% | 99.62% | - |
 Block Inc. (XYZ) | 2.85% | 2.28% | 99.62% | - |
 Walgreens (WBA) | 2.71% | 0% | 91.02% | 9/1/2025 |
 Royal Caribbean (RCL) | 2.59% | 1.59% | 99.62% | - |
 iShares Core S&P 500 ETF (IVV) | 2% | 2.35% | 99.53% | - |
| Coca-Cola (KO) | 1.96% | 1.93% | 99.62% | - |
 PayPal (PYPL) | 1.68% | 1.33% | 99.62% | - |
 Delta (DAL) | 1.58% | 2.06% | 99.62% | - |
| Meta (META) | 1.54% | 1.22% | 99.62% | - |
 Nio (NIO) | 1.46% | 0.92% | 99.62% | - |
 Norwegian Cruise Line (NCLH) | 1.36% | 1.21% | 99.62% | - |
 Shopify (SHOP) | 1.36% | 0% | 65.31% | 12/19/2024 |
 Capri (CPRI) | 1.31% | 0% | 73.25% | 2/25/2025 |
 Boeing (BA) | 0.79% | 0.72% | 99.53% | - |
 Outfront Media (OUT) | 0.61% | 0.45% | 99.62% | - |
| Beyond Meat (BYND) | 0.6% | 0.08% | 99.62% | - |
 TUI AG (TUI.L) | 0.6% | 0% | 52.27% | 7/16/2024 |
 Skyworks (SWKS) | 0.58% | 0.37% | 99.62% | - |
 Dave & Buster's (PLAY) | 0.58% | 0% | 32.14% | 12/14/2023 |
 Oatly (OTLY) | 0.34% | 0.16% | 99.62% | - |
 Alphabet (GOOG) | 0.31% | 0% | 25.99% | 10/10/2023 |
 Xiaomi (1810.HK) | 0.2% | 0% | 20.7% | 8/11/2023 |
 C3.ai (AI) | 0.16% | 0% | 54.25% | 9/5/2024 |
 Tattooed Chef Inc (TTCFQ) | 0.16% | 0% | 53.78% | 9/30/2024 |
 Ocugen (OCGN) | 0.14% | 0.16% | 99.43% | - |
 BioNano (BNGO) | 0.12% | 0% | 70.23% | 1/23/2025 |
 SmileDirectClub Inc (SDCCQ) | 0.1% | 0% | 32.61% | 12/27/2023 |
 Asensus (ASXC) | 0.07% | 0% | 56.05% | 8/25/2024 |
 Cineworld Group PLC (CINE.L) | 0.06% | 0% | 54.44% | 8/8/2024 |
 Lemonade (LMND) | 0.01% | 0.41% | 2.08% | - |
 JPMorgan (JPM) | 0% | 0% | 0.38% | 1/5/2023 |
 WBA US merger CVR (WBA US CVR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Carnival (CCL) | 8.61% | 17.33% |
| ProShares UltraPro QQQ (TQQQ) | 1.65% | 5.21% |
| Apple (AAPL) | 2.06% | 3.89% |
| iShares Core High Dividend ETF (HDV) | 3.17% | 3.71% |
| Technology Select Sector SPDR (XLK) | 1.8% | 3.47% |
| NatWest (NWG.L) | 0.92% | 2.92% |
| Block Inc. (XYZ) | 3.36% | 2.69% |
| Airbus (AIR.PA) | 1.34% | 2.36% |
| iShares Core S&P 500 ETF (IVV) | 0.83% | 1.71% |
| PayPal (PYPL) | 2.06% | 1.58% |
| Delta (DAL) | 0.83% | 1.57% |
| Coca-Cola (KO) | 1.08% | 1.44% |
| Norwegian Cruise Line (NCLH) | 1.24% | 1.41% |
| Walgreens (WBA) | 4.66% | 1.34% |
| Capri (CPRI) | 1.24% | 1.26% |
| Royal Caribbean (RCL) | 0.41% | 1.18% |
| Meta (META) | 0.41% | 0.94% |
| Nio (NIO) | 4.54% | 0.71% |
| Boeing (BA) | 0.41% | 0.53% |
| Skyworks (SWKS) | 0.41% | 0.41% |
| Outfront Media (OUT) | 0.41% | 0.3% |
| Beyond Meat (BYND) | 3.58% | 0.21% |
| Oatly (OTLY) | 0.66% | 0.14% |
| Ocugen (OCGN) | 0.83% | 0.09% |
| BioNano (BNGO) | 1.9% | 0.01% |
| Tattooed Chef Inc (TTCFQ) | 3.39% | 0% |