Portfolio Diversification
Range
Most Diversified
37 instruments
February 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
31.9 instruments
Most Consistent Holdings
Top 5
AAPL99.89%
META99.89%
BA99.89%
KO99.89%
BYND99.89%
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) | 15.65% | 24.5% | 99.89% | - |
 Tesla (TSLA) | 7.87% | 0% | 78.09% | 12/31/2024 |
 Palantir (PLTR) | 5.05% | 0% | 73.43% | 11/18/2024 |
 iShares Core High Dividend ETF (HDV) | 4.82% | 4.68% | 99.89% | - |
 ProShares UltraPro QQQ (TQQQ) | 4.69% | 6.81% | 99.89% | - |
| Apple (AAPL) | 4.04% | 3.91% | 99.89% | - |
 Technology Select Sector SPDR (XLK) | 3.92% | 4.65% | 99.89% | - |
 NatWest (NWG.L) | 3.13% | 4.52% | 99.89% | - |
 Walgreens (WBA) | 3.02% | 1.97% | 99.89% | - |
 Airbus (AIR.PA) | 2.99% | 3.59% | 99.89% | - |
 Block Inc. (XYZ) | 2.88% | 2.75% | 99.89% | - |
 Royal Caribbean (RCL) | 2.7% | 2.15% | 99.89% | - |
| Coca-Cola (KO) | 1.98% | 1.92% | 99.89% | - |
 iShares Core S&P 500 ETF (IVV) | 1.97% | 2.19% | 99.89% | - |
 PayPal (PYPL) | 1.72% | 1.63% | 99.89% | - |
| Meta (META) | 1.58% | 1.36% | 99.89% | - |
 Delta (DAL) | 1.56% | 1.75% | 99.89% | - |
 Shopify (SHOP) | 1.56% | 0% | 74.95% | 12/19/2024 |
 Nio (NIO) | 1.5% | 0.85% | 99.89% | - |
 Capri (CPRI) | 1.5% | 0% | 84.06% | 2/25/2025 |
 Norwegian Cruise Line (NCLH) | 1.35% | 1.54% | 99.89% | - |
| Boeing (BA) | 0.8% | 0.83% | 99.89% | - |
 TUI AG (TUI.L) | 0.68% | 0% | 59.98% | 7/16/2024 |
| Beyond Meat (BYND) | 0.67% | 0.24% | 99.89% | - |
 Dave & Buster's (PLAY) | 0.66% | 0% | 36.88% | 12/14/2023 |
 Outfront Media (OUT) | 0.65% | 0.35% | 99.89% | - |
 Skyworks (SWKS) | 0.61% | 0.4% | 99.89% | - |
 Oatly (OTLY) | 0.36% | 0.19% | 99.89% | - |
 Alphabet (GOOG) | 0.35% | 0% | 29.83% | 10/10/2023 |
 Xiaomi (1810.HK) | 0.23% | 0% | 23.75% | 8/11/2023 |
 C3.ai (AI) | 0.19% | 0% | 62.26% | 9/5/2024 |
 Tattooed Chef Inc (TTCFQ) | 0.18% | 0% | 61.71% | 9/30/2024 |
 BioNano (BNGO) | 0.14% | 0% | 80.59% | 1/23/2025 |
 Ocugen (OCGN) | 0.13% | 0.13% | 99.89% | - |
 SmileDirectClub Inc (SDCCQ) | 0.12% | 0% | 37.42% | 12/27/2023 |
 Asensus (ASXC) | 0.08% | 0% | 64.32% | 8/25/2024 |
 Cineworld Group PLC (CINE.L) | 0.07% | 0% | 62.47% | 8/8/2024 |
 JPMorgan (JPM) | 0% | 0% | 0.43% | 1/5/2023 |
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% |