Portfolio Diversification
Range
Most Diversified
28 instruments
March 15, 2023
Least Diversified
18 instruments
April 18, 2025
Average
22.6 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) | 13.52% | 13.26% | 100% | - |
| Microsoft (MSFT) | 11.76% | 13.17% | 100% | - |
| Apple (AAPL) | 8.52% | 8.06% | 100% | - |
 Rolls-Royce (RR.L) | 7.05% | 14.95% | 100% | - |
 Barclays (BARC.L) | 6.2% | 11.47% | 95.27% | - |
| AGNC (AGNC) | 6.09% | 4.47% | 100% | - |
 Hermes (RMS.PA) | 4.56% | 3.28% | 89.47% | - |
| LVMH (MC.PA) | 3.12% | 1.5% | 100% | - |
 Logitech (LOGN.ZU) | 3.09% | 1.96% | 82.71% | - |
 ABB (ABBN.ZU) | 2.93% | 4.08% | 100% | - |
 Johnson & Johnson (JNJ) | 2.89% | 0% | 87.33% | 4/3/2025 |
 Dassault Systemes (DSY.PA) | 2.84% | 0.8% | 100% | - |
 NVIDIA (NVDA) | 2.59% | 5.14% | 54.03% | - |
 Mercedes-Benz (MBG.DE) | 2.41% | 2.05% | 92.48% | - |
 Zhihu (ZH) | 1.48% | 0% | 61.76% | 8/30/2024 |
 PepsiCo (PEP) | 1.48% | 0% | 87.76% | 4/7/2025 |
 BlackRock (BLK) | 1.38% | 0% | 33.62% | 11/17/2023 |
 Annaly (NLY) | 1.37% | 1.12% | 96.67% | - |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 1.25% | 9.49% | 35.45% | - |
 Disney (DIS) | 1.17% | 0% | 88.83% | 4/17/2025 |
 ASML (ASML.NV) | 1.17% | 0% | 29.65% | 11/17/2023 |
 Nestle (NESN.ZU) | 1.07% | 0% | 71.54% | 4/17/2025 |
 Lucid (LCID) | 1.03% | 0% | 55.42% | 7/15/2024 |
 Direxion Daily Financial Bull 3X Shares (FAS) | 0.73% | 1.46% | 32.55% | - |
 Starbucks (SBUX) | 0.7% | 0% | 33.94% | 11/22/2023 |
 Lockheed Martin (LMT) | 0.64% | 0% | 35.88% | 5/20/2024 |
 Rigetti (RGTI) | 0.57% | 3.07% | 21.91% | - |
 Alphabet (GOOG) | 0.51% | 0% | 13.64% | 5/11/2023 |
 Direxion Daily Semiconductor Bear 3X Shares (SOXS) | 0.42% | 0% | 49.09% | 8/30/2024 |
 Procter & Gamble (PG) | 0.35% | 0% | 17.51% | 11/6/2023 |
 Bitcoin (BTC) | 0.3% | 0% | 7.95% | 4/8/2024 |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.24% | 0% | 10.85% | 6/20/2023 |
 ProShares UltraPro QQQ (TQQQ) | 0.22% | 0% | 9.56% | 10/3/2024 |
 SPDR S&P 500 ETF (SPY) | 0.2% | 0% | 9.34% | 3/31/2023 |
 Western Alliance (WAL) | 0.2% | 0% | 9.56% | 8/20/2023 |
 Lululemon (LULU) | 0.19% | 0% | 14.18% | 8/2/2024 |
 ExxonMobil (XOM) | 0.17% | 0% | 3.87% | 2/7/2023 |
 Meta (META) | 0.17% | 0% | 9.34% | 3/31/2023 |
 Asensus (ASXC) | 0.13% | 0% | 4.62% | 4/12/2023 |
 Accelleron (ACLN.ZU) | 0.12% | 0.2% | 100% | - |
 TSMC (TSM) | 0.11% | 0% | 4.73% | 2/15/2023 |
 Boeing (BA) | 0.1% | 0% | 4.73% | 2/15/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.09% | 0% | 1.72% | 4/3/2023 |
 Tesla (TSLA) | 0.09% | 0% | 3.76% | 3/21/2023 |
 JPMorgan (JPM) | 0.04% | 0% | 0.86% | 1/9/2023 |
 Occidental (OXY) | 0.01% | 0% | 0.75% | 3/17/2023 |
 Visa (V) | 0% | 0% | 0.21% | 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% |