Portfolio Diversification
Range
Most Diversified
37 instruments
February 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
33.4 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
META99.87%
BA99.87%
KO99.87%
BYND99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Carnival (CCL) | 14.91% | 0% | 99.87% | 2/1/2025 |
 Tesla (TSLA) | 9.64% | 0% | 95.62% | 12/31/2024 |
 Palantir (PLTR) | 6.19% | 0% | 89.91% | 11/18/2024 |
 iShares Core High Dividend ETF (HDV) | 4.87% | 0% | 99.87% | 2/1/2025 |
 ProShares UltraPro QQQ (TQQQ) | 4.53% | 0% | 99.87% | 2/1/2025 |
| Apple (AAPL) | 4.07% | 0% | 99.87% | 2/1/2025 |
 Technology Select Sector SPDR (XLK) | 3.89% | 0% | 99.87% | 2/1/2025 |
 Walgreens (WBA) | 3.27% | 0% | 99.87% | 2/1/2025 |
 Block Inc. (XYZ) | 3% | 0% | 99.87% | 2/1/2025 |
 Airbus (AIR.PA) | 2.97% | 0% | 99.87% | 2/1/2025 |
 Royal Caribbean (RCL) | 2.97% | 0% | 99.87% | 2/1/2025 |
 NatWest (NWG.L) | 2.86% | 0% | 99.87% | 2/1/2025 |
| Coca-Cola (KO) | 1.99% | 0% | 99.87% | 2/1/2025 |
 iShares Core S&P 500 ETF (IVV) | 1.96% | 0% | 99.87% | 2/1/2025 |
 Shopify (SHOP) | 1.91% | 0% | 91.77% | 12/19/2024 |
 Capri (CPRI) | 1.82% | 0% | 99.87% | 2/1/2025 |
 PayPal (PYPL) | 1.75% | 0% | 99.87% | 2/1/2025 |
 Nio (NIO) | 1.67% | 0% | 99.87% | 2/1/2025 |
| Meta (META) | 1.65% | 0% | 99.87% | 2/1/2025 |
 Delta (DAL) | 1.57% | 0% | 99.87% | 2/1/2025 |
 Norwegian Cruise Line (NCLH) | 1.36% | 0% | 99.87% | 2/1/2025 |
 TUI AG (TUI.L) | 0.84% | 0% | 73.44% | 7/16/2024 |
| Boeing (BA) | 0.83% | 0% | 99.87% | 2/1/2025 |
 Dave & Buster's (PLAY) | 0.81% | 0% | 45.15% | 12/14/2023 |
| Beyond Meat (BYND) | 0.77% | 0% | 99.87% | 2/1/2025 |
 Outfront Media (OUT) | 0.73% | 0% | 99.87% | 2/1/2025 |
 Skyworks (SWKS) | 0.66% | 0% | 99.87% | 2/1/2025 |
 Alphabet (GOOG) | 0.43% | 0% | 36.52% | 10/10/2023 |
 Oatly (OTLY) | 0.41% | 0% | 99.87% | 2/1/2025 |
 Xiaomi (1810.HK) | 0.29% | 0% | 29.08% | 8/11/2023 |
 C3.ai (AI) | 0.23% | 0% | 76.23% | 9/5/2024 |
 Tattooed Chef Inc (TTCFQ) | 0.22% | 0% | 75.56% | 9/30/2024 |
 BioNano (BNGO) | 0.17% | 0% | 98.67% | 1/23/2025 |
 SmileDirectClub Inc (SDCCQ) | 0.14% | 0% | 45.82% | 12/27/2023 |
 Ocugen (OCGN) | 0.14% | 0% | 99.87% | 2/1/2025 |
 Asensus (ASXC) | 0.1% | 0% | 78.75% | 8/25/2024 |
 Cineworld Group PLC (CINE.L) | 0.09% | 0% | 76.49% | 8/8/2024 |
 JPMorgan (JPM) | 0.01% | 0% | 0.53% | 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% |