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Portfolio Diversification
Range
Most Diversified
28 instruments
March 15, 2023
Least Diversified
17 instruments
October 7, 2025
Average
21.9 instruments
Most Consistent Holdings
Top 5
AAPL100%
MSFT100%
MA100%
AGNC100%
MC.PA100%
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 |
|---|---|---|---|---|
| Mastercard (MA) | 13.16% | 10.77% | 100% | - |
| Microsoft (MSFT) | 11.62% | 10.29% | 100% | - |
 Rolls-Royce (RR.L) | 8.65% | 17.49% | 100% | - |
| Apple (AAPL) | 8.53% | 8.96% | 100% | - |
 Barclays (BARC.L) | 7.23% | 11.54% | 96.19% | - |
| AGNC (AGNC) | 5.73% | 4.45% | 100% | - |
 Hermes (RMS.PA) | 4.3% | 3.6% | 91.52% | - |
 ABB (ABBN.ZU) | 3.16% | 4.9% | 100% | - |
 NVIDIA (NVDA) | 3% | 4.88% | 62.98% | - |
 Logitech (LOGN.ZU) | 2.86% | 1.69% | 86.07% | - |
| LVMH (MC.PA) | 2.84% | 1.44% | 100% | - |
 Dassault Systemes (DSY.PA) | 2.4% | 0.45% | 100% | - |
 Johnson & Johnson (JNJ) | 2.33% | 0% | 70.33% | 4/3/2025 |
 Mercedes-Benz (MBG.DE) | 2.31% | 1.93% | 93.94% | - |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 1.67% | 4.43% | 40.05% | - |
 Rigetti (RGTI) | 1.33% | 3.16% | 37.11% | - |
 Annaly (NLY) | 1.31% | 1.1% | 97.32% | - |
 Zhihu (ZH) | 1.19% | 0% | 49.74% | 8/30/2024 |
 PepsiCo (PEP) | 1.19% | 0% | 70.67% | 4/7/2025 |
 BlackRock (BLK) | 1.11% | 0% | 27.08% | 11/17/2023 |
 Disney (DIS) | 0.94% | 0% | 71.54% | 4/17/2025 |
 ASML (ASML.NV) | 0.94% | 0% | 23.88% | 11/17/2023 |
 Nestle (NESN.ZU) | 0.86% | 0% | 57.61% | 4/17/2025 |
 Lucid (LCID) | 0.83% | 0% | 44.64% | 7/15/2024 |
 Direxion Daily Financial Bull 3X Shares (FAS) | 0.75% | 0% | 38.93% | 12/24/2025 |
 Bitcoin (BTC) | 0.62% | 7.15% | 16.26% | - |
 Starbucks (SBUX) | 0.57% | 0% | 27.34% | 11/22/2023 |
 Lockheed Martin (LMT) | 0.51% | 0% | 28.89% | 5/20/2024 |
 Alphabet (GOOG) | 0.41% | 0% | 10.99% | 5/11/2023 |
 Direxion Daily Semiconductor Bear 3X Shares (SOXS) | 0.34% | 0% | 39.53% | 8/30/2024 |
 Procter & Gamble (PG) | 0.28% | 0% | 14.1% | 11/6/2023 |
 MP Materials (MP) | 0.21% | 0% | 9.69% | 3/2/2026 |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.2% | 0% | 8.74% | 6/20/2023 |
 ProShares UltraPro QQQ (TQQQ) | 0.17% | 0% | 7.7% | 10/3/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 0.16% | 0% | 7.53% | 3/31/2023 |
 Western Alliance (WAL) | 0.16% | 0% | 7.7% | 8/20/2023 |
 Lululemon (LULU) | 0.15% | 0% | 11.42% | 8/2/2024 |
 ExxonMobil (XOM) | 0.13% | 0% | 3.11% | 2/7/2023 |
 Meta (META) | 0.13% | 0% | 7.53% | 3/31/2023 |
 Accelleron (ACLN.ZU) | 0.13% | 0.17% | 100% | - |
 Asensus (ASXC) | 0.11% | 0% | 3.72% | 4/12/2023 |
 Burberry (BRBY.L) | 0.1% | 1.09% | 9% | - |
 TSMC (TSM) | 0.09% | 0% | 3.81% | 2/15/2023 |
 Boeing (BA) | 0.08% | 0% | 3.81% | 2/15/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.07% | 0% | 1.38% | 4/3/2023 |
 Tesla (TSLA) | 0.07% | 0% | 3.03% | 3/21/2023 |
 Ondas Inc (ONDS) | 0.04% | 0% | 3.03% | 2/18/2026 |
 JPMorgan (JPM) | 0.03% | 0% | 0.69% | 1/9/2023 |
 Occidental (OXY) | 0.01% | 0% | 0.61% | 3/17/2023 |
 Red Cat Holdings Inc (RCAT) | 0.01% | 0% | 0.78% | 2/4/2026 |
 Visa (V) | 0% | 0% | 0.17% | 1/3/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 3.64% | 14.66% |
| Barclays (BARC.L) | 7.24% | 12.6% |
| Mastercard (MA) | 10.86% | 11.45% |
| Microsoft (MSFT) | 9.05% | 10.49% |
| Apple (AAPL) | 9.05% | 8.78% |
| NVIDIA (NVDA) | 3.62% | 4.61% |
| AGNC (AGNC) | 7.24% | 4.17% |
| ABB (ABBN.ZU) | 3.62% | 3.93% |
| Rigetti (RGTI) | 3.62% | 3.91% |
| Bitcoin (BTC) | 5.43% | 3.34% |
| MP Materials (MP) | 6.34% | 2.81% |
| Hermes (RMS.PA) | 3.62% | 2.48% |
| Mercedes-Benz (MBG.DE) | 3.62% | 1.98% |
| Logitech (LOGN.ZU) | 1.81% | 1.81% |
| LVMH (MC.PA) | 3.62% | 1.77% |
| Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 1.81% | 1.67% |
| Burberry (BRBY.L) | 1.81% | 1.22% |
| Annaly (NLY) | 1.81% | 1.02% |
| Dassault Systemes (DSY.PA) | 1.81% | 0.54% |
| Accelleron (ACLN.ZU) | 0% | 0.15% |
Cash & Instruments Over Time
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