Portfolio Diversification
Range
Most Diversified
10 instruments
April 15, 2025
Least Diversified
0 instruments
April 9, 2024
Average
4.8 instruments
Most Consistent Holdings
Top 5
BTC99.74%
NVDA42.71%
META40.1%
NKE27.6%
KO27.08%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since April 9, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Bitcoin (BTC) | 30.81% | 21.69% | 99.74% | - |
| Meta (META) | 4.27% | 10.09% | 40.1% | - |
 SPX500 Index (Non Expiry) (SPX500) | 4.02% | 0% | 22.66% | 4/16/2025 |
| NVIDIA (NVDA) | 3.92% | 0% | 42.71% | 1/7/2025 |
| Coca-Cola (KO) | 3.03% | 11.98% | 27.08% | - |
| Nike (NKE) | 2.7% | 8.37% | 27.6% | - |
 Gold (Non Expiry) (GOLD) | 1.73% | 0% | 16.41% | 1/30/2025 |
 Tesla (TSLA) | 1.33% | 0% | 14.32% | 2/25/2025 |
 Caixabank (CABK.MC) | 1.15% | 0% | 13.28% | 1/10/2025 |
 DJ30 Index (Non Expiry) (DJ30) | 1.07% | 0% | 8.33% | 3/25/2025 |
 LVMH (MC.PA) | 1.01% | 0% | 11.98% | 12/10/2024 |
 Dash (DASH) | 0.96% | 4.16% | 23.18% | - |
 Starbucks (SBUX) | 0.85% | 0% | 8.07% | 7/22/2024 |
 Alibaba (BABA) | 0.81% | 0% | 6.51% | 10/1/2024 |
 Telefonica (TEF.MC) | 0.81% | 0% | 8.33% | 9/2/2024 |
 Vanguard Real Estate ETF (VNQ) | 0.78% | 0% | 8.07% | 1/27/2025 |
 Cardano (ADA) | 0.72% | 3.03% | 23.7% | - |
 EUR/USD (EURUSD) | 0.58% | 0% | 4.69% | 8/13/2024 |
 CVS Health (CVS) | 0.52% | 5.99% | 8.33% | - |
 Elevance Health (ELV) | 0.51% | 5.92% | 8.33% | - |
 Mastercard (MA) | 0.48% | 0% | 4.43% | 7/22/2024 |
 Official Trump (Experimental) (TRUMP) | 0.42% | 2.04% | 23.7% | - |
 Bayer (BAYN.DE) | 0.36% | 0% | 3.13% | 10/1/2024 |
 USD/BRL (USDBRL) | 0.32% | 0% | 2.86% | 3/5/2025 |
 C3.ai (AI) | 0.31% | 0% | 2.86% | 9/30/2024 |
 EUR/CAD (EURCAD) | 0.3% | 0% | 3.13% | 11/22/2024 |
 USD/JPY (USDJPY) | 0.25% | 0% | 2.08% | 8/15/2024 |
 USD/KRW (USDKRW) | 0.23% | 0% | 3.65% | 12/18/2024 |
 NZD/USD (NZDUSD) | 0.18% | 0% | 1.3% | 8/7/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.18% | 0% | 1.56% | 7/9/2024 |
 Shentel (SHEN) | 0.12% | 0% | 1.56% | 10/24/2024 |
 Oil (Non Expiry) (OIL) | 0.07% | 0% | 0.26% | 10/4/2024 |
 GBP/JPY (GBPJPY) | 0.07% | 0% | 1.04% | 1/6/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 14.14% | 19.6% |
| Meta (META) | 10.1% | 9.89% |
| Vanguard Real Estate ETF (VNQ) | 10.1% | 9.51% |
| Caixabank (CABK.MC) | 10.1% | 9.16% |
| NVIDIA (NVDA) | 10.1% | 8.82% |