Portfolio Diversification
Range
Most Diversified
28 instruments
March 15, 2023
Least Diversified
17 instruments
October 7, 2025
Average
22.1 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) | 13.34% | 11.56% | 100% | - |
| Microsoft (MSFT) | 11.76% | 10.47% | 100% | - |
| Apple (AAPL) | 8.53% | 9.06% | 100% | - |
 Rolls-Royce (RR.L) | 8.06% | 13.98% | 100% | - |
 Barclays (BARC.L) | 6.8% | 11.84% | 95.88% | - |
| AGNC (AGNC) | 5.84% | 4.05% | 100% | - |
 Hermes (RMS.PA) | 4.31% | 2.51% | 90.83% | - |
 ABB (ABBN.ZU) | 3.06% | 3.86% | 100% | - |
 Logitech (LOGN.ZU) | 2.96% | 2.01% | 84.94% | - |
| LVMH (MC.PA) | 2.92% | 1.74% | 100% | - |
 NVIDIA (NVDA) | 2.88% | 4.36% | 59.96% | - |
 Dassault Systemes (DSY.PA) | 2.55% | 0.54% | 100% | - |
 Johnson & Johnson (JNJ) | 2.52% | 0% | 76.05% | 4/3/2025 |
 Mercedes-Benz (MBG.DE) | 2.34% | 2.05% | 93.45% | - |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 1.75% | 0% | 40.69% | 12/10/2025 |
 Annaly (NLY) | 1.33% | 1.02% | 97.1% | - |
 Zhihu (ZH) | 1.29% | 0% | 53.79% | 8/30/2024 |
 PepsiCo (PEP) | 1.29% | 0% | 76.43% | 4/7/2025 |
 BlackRock (BLK) | 1.2% | 0% | 29.28% | 11/17/2023 |
 Rigetti (RGTI) | 1.15% | 4.6% | 31.99% | - |
 Disney (DIS) | 1.02% | 0% | 77.36% | 4/17/2025 |
 ASML (ASML.NV) | 1.02% | 0% | 25.82% | 11/17/2023 |
 Nestle (NESN.ZU) | 0.93% | 0% | 62.3% | 4/17/2025 |
 Lucid (LCID) | 0.9% | 0% | 48.27% | 7/15/2024 |
 Direxion Daily Financial Bull 3X Shares (FAS) | 0.8% | 1.24% | 41.25% | - |
 Starbucks (SBUX) | 0.61% | 0% | 29.56% | 11/22/2023 |
 Lockheed Martin (LMT) | 0.56% | 0% | 31.24% | 5/20/2024 |
 Alphabet (GOOG) | 0.45% | 0% | 11.88% | 5/11/2023 |
 Direxion Daily Semiconductor Bear 3X Shares (SOXS) | 0.37% | 0% | 42.75% | 8/30/2024 |
 Bitcoin (BTC) | 0.33% | 3.39% | 9.45% | - |
 Procter & Gamble (PG) | 0.3% | 0% | 15.25% | 11/6/2023 |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.21% | 0% | 9.45% | 6/20/2023 |
 ProShares UltraPro QQQ (TQQQ) | 0.19% | 0% | 8.33% | 10/3/2024 |
 SPDR S&P 500 ETF (SPY) | 0.18% | 0% | 8.14% | 3/31/2023 |
 Western Alliance (WAL) | 0.18% | 0% | 8.33% | 8/20/2023 |
 Lululemon (LULU) | 0.16% | 0% | 12.35% | 8/2/2024 |
 ExxonMobil (XOM) | 0.15% | 0% | 3.37% | 2/7/2023 |
 Meta (META) | 0.14% | 0% | 8.14% | 3/31/2023 |
 Accelleron (ACLN.ZU) | 0.12% | 0.15% | 100% | - |
 Asensus (ASXC) | 0.12% | 0% | 4.02% | 4/12/2023 |
 TSMC (TSM) | 0.1% | 0% | 4.12% | 2/15/2023 |
 Boeing (BA) | 0.09% | 0% | 4.12% | 2/15/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.08% | 0% | 1.5% | 4/3/2023 |
 Tesla (TSLA) | 0.08% | 0% | 3.27% | 3/21/2023 |
 MP Materials (MP) | 0.04% | 1.17% | 3.27% | - |
 JPMorgan (JPM) | 0.03% | 0% | 0.75% | 1/9/2023 |
 Burberry (BRBY.L) | 0.02% | 1.22% | 1.59% | - |
 Occidental (OXY) | 0.01% | 0% | 0.65% | 3/17/2023 |
 Visa (V) | 0% | 0% | 0.19% | 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% |