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Portfolio Diversification
Range
Most Diversified
23 instruments
May 16, 2024
Least Diversified
0 instruments
February 2, 2025
Average
17.3 instruments
Most Consistent Holdings
Top 5
MPT99.83%
FRCB93.88%
LUNC89.15%
TLT87.94%
ENPH83.46%
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 |
|---|---|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 33.8% | 19.15% | 87.94% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 6.89% | 0% | 65.55% | 4/7/2025 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 5.4% | 0% | 12.75% | 7/6/2023 |
 Kering (KER.PA) | 4.02% | 0% | 55.73% | 2/3/2026 |
| Enphase (ENPH) | 3.97% | 1.44% | 83.46% | - |
 Evolution (EVO.ST) | 2.52% | 3.53% | 54.61% | - |
 SolarEdge (SEDG) | 2.26% | 0% | 39.97% | 7/24/2025 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 2.23% | 0% | 67.1% | 4/10/2025 |
 Trade Desk (TTD) | 2.15% | 16.51% | 34.11% | - |
 Baidu (BIDU) | 1.85% | 0% | 53.06% | 1/29/2026 |
 British American Tobacco (BTI) | 1.76% | 0% | 18.52% | 4/29/2024 |
 OMA (OMAB) | 1.75% | 0% | 54.87% | 3/6/2026 |
 Novo-Nordisk (NVO) | 1.59% | 4.9% | 29.46% | - |
 Stellantis (STLAM.MI) | 1.5% | 2.05% | 47.29% | - |
 Reckitt (RKT.L) | 1.34% | 0% | 20.67% | 11/11/2024 |
 Lululemon (LULU) | 1.19% | 3.26% | 28.17% | - |
 Nebius Group NV (NBIS) | 0.97% | 4.47% | 28.08% | - |
 BYD (01211.HK) | 0.84% | 0% | 20.67% | 10/7/2024 |
 SentinelOne (S.US) | 0.82% | 6.82% | 25.15% | - |
 Alibaba (BABA) | 0.78% | 0% | 18.69% | 4/8/2025 |
 Bank of Hawaii (BOH) | 0.76% | 0% | 20.76% | 11/15/2023 |
 Select Water Solutions (WTTR) | 0.76% | 3.59% | 29.63% | - |
 Cardano (ADA) | 0.75% | 0% | 58.83% | 11/24/2024 |
 Warner Bros Discovery (WBD) | 0.73% | 0% | 59.86% | 12/6/2024 |
| Medical Properties Trust (MPT) | 0.72% | 0.54% | 99.83% | - |
 ProShares UltraPro Short S&P 500 (SPXU) | 0.71% | 0% | 10.16% | 7/31/2023 |
 TUI AG (TUI.L) | 0.63% | 0% | 11.37% | 12/7/2023 |
 PepsiCo (PEP) | 0.58% | 2.6% | 24.81% | - |
 First Solar (FSLR) | 0.53% | 0% | 20.07% | 2/5/2026 |
 PayPal (PYPL) | 0.49% | 5.41% | 11.97% | - |
 KraneShares CSI China Internet (KWEB) | 0.48% | 0% | 13.01% | 6/7/2024 |
 GER40 Index (Non Expiry) (GER40) | 0.48% | 0% | 5.34% | 3/14/2023 |
 Comerica (CMA) | 0.46% | 0% | 10.42% | 7/14/2023 |
 ON Semiconductor (ON) | 0.42% | 0% | 18.26% | 9/11/2025 |
 Sarepta (SRPT) | 0.35% | 0% | 15.33% | 2/5/2026 |
 Roku (ROKU) | 0.31% | 0% | 7.49% | 4/16/2025 |
 Aston Martin (AML.L) | 0.31% | 0% | 8.01% | 6/7/2024 |
 Microsoft (MSFT) | 0.3% | 4.44% | 5.77% | - |
 Starbucks (SBUX) | 0.25% | 0% | 5.25% | 7/3/2024 |
 US Natural Gas (UNG) | 0.25% | 0% | 2.67% | 4/17/2023 |
 JD.com (JD.US) | 0.24% | 0% | 4.48% | 10/7/2024 |
 Estee Lauder (EL) | 0.23% | 0% | 5.17% | 12/30/2024 |
 Berkshire Hathaway (BRK.B) | 0.22% | 0% | 15.85% | 7/7/2023 |
 PUMA (PUM.DE) | 0.2% | 0.58% | 35.75% | - |
 TUI (TUI1.DE) | 0.19% | 0% | 6.29% | 10/3/2024 |
 E-Home (EJH) | 0.17% | 0% | 6.46% | 4/7/2025 |
 United States Oil Fund (USO) | 0.17% | 0% | 2.07% | 6/22/2023 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.17% | 0% | 2.33% | 7/26/2023 |
 Grab (GRAB) | 0.16% | 3.15% | 4.65% | - |
 UK100 Index (Non Expiry) (UK100) | 0.16% | 0% | 1.38% | 1/25/2023 |
 Adobe (ADBE) | 0.15% | 6.58% | 4.65% | - |
 UnitedHealth (UNH) | 0.15% | 0% | 2.84% | 6/17/2025 |
 Groupon (GRPN) | 0.15% | 2.29% | 5.17% | - |
 Pfizer (PFE) | 0.14% | 0% | 5.34% | 4/2/2024 |
 Carl Zeiss Meditec (AFX.DE) | 0.13% | 0% | 4.57% | 2/3/2025 |
 Bayer (BAYN.DE) | 0.12% | 0% | 4.82% | 7/28/2023 |
 Abrdn Palladium ETF Trust (PALL) | 0.12% | 0% | 2.5% | 4/12/2023 |
 Upstart (UPST) | 0.1% | 0% | 2.58% | 4/16/2025 |
 Salesforce (CRM) | 0.1% | 3.32% | 3.01% | - |
 Match Group (MTCH) | 0.09% | 0% | 2.24% | 6/4/2024 |
 Celsius (CELH) | 0.09% | 0% | 2.93% | 2/25/2025 |
 Twilio (TWLO) | 0.07% | 0% | 2.67% | 2/2/2023 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.07% | 0% | 2.24% | 3/14/2024 |
 Occidental (OXY) | 0.07% | 0% | 2.58% | 7/14/2023 |
 Vale (VALE) | 0.06% | 0% | 2.58% | 5/2/2024 |
 Palo Alto Networks (PANW) | 0.06% | 4.69% | 1.21% | - |
 Raytheon (RTX) | 0.05% | 0% | 0.69% | 8/2/2023 |
 SunPower (SPWRQ) | 0.04% | 0% | 0.6% | 8/2/2023 |
| First Republic Bank (FRCB) | 0.04% | 0% | 17.92% | 9/5/2024 |
 VIX Sep 23 Future (VIX.SEP) | 0.03% | 0% | 1.12% | 6/20/2023 |
 Verizon (VZ) | 0.03% | 0% | 1.64% | 8/2/2023 |
 Paramount (PSKY) | 0.03% | 0% | 6.03% | 11/21/2023 |
 Infineon (IFX.DE) | 0.03% | 0% | 1.21% | 4/16/2024 |
 FDM Group (FDM.L) | 0.01% | 0% | 19.12% | 11/12/2024 |
 Chevron (CVX) | 0.01% | 0% | 1.29% | 9/26/2024 |
 Sea (SE) | 0.01% | 0% | 0.34% | 6/5/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.09% | 3/13/2023 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.01% | 0% | 0.17% | 1/25/2023 |
 Incyte (INCY) | 0% | 0% | 7.92% | 7/3/2024 |
 ApeCoin (APE) | 0% | 0% | 0.09% | 3/13/2023 |
 M&T Bank (MTB) | 0% | 0% | 0.09% | 3/15/2023 |
 Citizens (CFG) | 0% | 0% | 0.09% | 3/15/2023 |
| Terra Classic (LUNC) | 0% | 0% | 0% | - |
 Terra 2.0 (LUNA2) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 26.27% | 25.58% |
| Novo-Nordisk (NVO) | 6.11% | 6.2% |
| Enphase (ENPH) | 9.79% | 5.27% |
| Trade Desk (TTD) | 6.58% | 5.18% |
| Baidu (BIDU) | 2.35% | 4.3% |
| Lululemon (LULU) | 4.7% | 4.05% |
| Kering (KER.PA) | 2.35% | 3.66% |
| Evolution (EVO.ST) | 4.54% | 3.64% |
| PayPal (PYPL) | 3.76% | 3.52% |
| OMA (OMAB) | 2.07% | 3.43% |
| Stellantis (STLAM.MI) | 3.76% | 3.34% |
| First Solar (FSLR) | 1.55% | 3.14% |
| Nebius Group NV (NBIS) | 0.71% | 2.77% |
| Select Water Solutions (WTTR) | 1.88% | 2.55% |
| SentinelOne (S.US) | 2.59% | 2.48% |
| Sarepta (SRPT) | 1.88% | 2.4% |
| PepsiCo (PEP) | 1.84% | 2.27% |
| PUMA (PUM.DE) | 0.73% | 0.56% |
| Medical Properties Trust (MPT) | 1.69% | 0.54% |
| First Republic Bank (FRCB) | 2.35% | 0% |
Cash & Instruments Over Time
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