Portfolio Diversification
Range
Most Diversified
28 instruments
March 15, 2023
Least Diversified
18 instruments
April 18, 2025
Average
23.2 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
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Mastercard (MA) | 13.37% | 16.08% | 100% | - |
| Microsoft (MSFT) | 11.58% | 12.3% | 100% | - |
| Apple (AAPL) | 8.49% | 10% | 100% | - |
| AGNC (AGNC) | 6.25% | 5.06% | 100% | - |
 Rolls-Royce (RR.L) | 6.16% | 13.82% | 100% | - |
 Barclays (BARC.L) | 5.62% | 11.5% | 94.72% | - |
 Hermes (RMS.PA) | 4.66% | 4.17% | 88.25% | - |
| LVMH (MC.PA) | 3.28% | 2.08% | 100% | - |
 Johnson & Johnson (JNJ) | 3.23% | 0% | 97.48% | 4/3/2025 |
 Logitech (LOGN.ZU) | 3.22% | 2.03% | 80.7% | - |
 Dassault Systemes (DSY.PA) | 3% | 2.48% | 100% | - |
 ABB (ABBN.ZU) | 2.81% | 4.02% | 100% | - |
 Mercedes-Benz (MBG.DE) | 2.43% | 2.63% | 91.61% | - |
 NVIDIA (NVDA) | 2.36% | 3.84% | 48.68% | - |
 Zhihu (ZH) | 1.65% | 0% | 68.94% | 8/30/2024 |
 PepsiCo (PEP) | 1.65% | 0% | 97.96% | 4/7/2025 |
 BlackRock (BLK) | 1.54% | 0% | 37.53% | 11/17/2023 |
 Annaly (NLY) | 1.39% | 1.29% | 96.28% | - |
 Disney (DIS) | 1.31% | 0% | 99.16% | 4/17/2025 |
 ASML (ASML.NV) | 1.3% | 0% | 33.09% | 11/17/2023 |
 Nestle (NESN.ZU) | 1.19% | 0% | 79.86% | 4/17/2025 |
 Lucid (LCID) | 1.15% | 0% | 61.87% | 7/15/2024 |
 Starbucks (SBUX) | 0.78% | 0% | 37.89% | 11/22/2023 |
 Lockheed Martin (LMT) | 0.71% | 0% | 40.05% | 5/20/2024 |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 0.68% | 1.93% | 27.94% | - |
 Direxion Daily Financial Bull 3X Shares (FAS) | 0.64% | 1.43% | 24.7% | - |
 Alphabet (GOOG) | 0.57% | 0% | 15.23% | 5/11/2023 |
 Direxion Daily Semiconductor Bear 3X Shares (SOXS) | 0.47% | 0% | 54.8% | 8/30/2024 |
 Procter & Gamble (PG) | 0.39% | 0% | 19.54% | 11/6/2023 |
 Bitcoin (BTC) | 0.34% | 0% | 8.87% | 4/8/2024 |
 Rigetti (RGTI) | 0.31% | 2.44% | 12.83% | - |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.27% | 0% | 12.11% | 6/20/2023 |
 ProShares UltraPro QQQ (TQQQ) | 0.24% | 0% | 10.67% | 10/3/2024 |
 SPDR S&P 500 ETF (SPY) | 0.23% | 0% | 10.43% | 3/31/2023 |
 Western Alliance (WAL) | 0.23% | 0% | 10.67% | 8/20/2023 |
 Lululemon (LULU) | 0.21% | 0% | 15.83% | 8/2/2024 |
 ExxonMobil (XOM) | 0.19% | 0% | 4.32% | 2/7/2023 |
 Meta (META) | 0.18% | 0% | 10.43% | 3/31/2023 |
 Asensus (ASXC) | 0.15% | 0% | 5.16% | 4/12/2023 |
 TSMC (TSM) | 0.12% | 0% | 5.28% | 2/15/2023 |
 Boeing (BA) | 0.11% | 0% | 5.28% | 2/15/2023 |
 Accelleron (ACLN.ZU) | 0.11% | 0.14% | 100% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0.1% | 0% | 1.92% | 4/3/2023 |
 Tesla (TSLA) | 0.1% | 0% | 4.2% | 3/21/2023 |
 JPMorgan (JPM) | 0.04% | 0% | 0.96% | 1/9/2023 |
 Occidental (OXY) | 0.02% | 0% | 0.84% | 3/17/2023 |
 Visa (V) | 0.01% | 0% | 0.24% | 1/3/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Mastercard (MA) | 11.76% | 14.52% |
| Microsoft (MSFT) | 9.8% | 12.58% |
| Apple (AAPL) | 9.8% | 11.11% |
| Rolls-Royce (RR.L) | 3.94% | 9.46% |
| Barclays (BARC.L) | 7.84% | 9.29% |
| AGNC (AGNC) | 7.84% | 4.92% |
| NVIDIA (NVDA) | 3.92% | 4.56% |
| ABB (ABBN.ZU) | 3.92% | 4.19% |
| Logitech (LOGN.ZU) | 3.92% | 3.65% |
| Hermes (RMS.PA) | 3.92% | 3.65% |
| Johnson & Johnson (JNJ) | 3.92% | 2.53% |
| LVMH (MC.PA) | 3.92% | 2.49% |
| Mercedes-Benz (MBG.DE) | 3.92% | 2.47% |
| Dassault Systemes (DSY.PA) | 3.92% | 2.29% |
| Disney (DIS) | 1.96% | 1.26% |
| PepsiCo (PEP) | 1.96% | 1.25% |
| Annaly (NLY) | 1.96% | 1.15% |
| Nestle (NESN.ZU) | 1.96% | 1.05% |
| Accelleron (ACLN.ZU) | 0% | 0.13% |