Portfolio Diversification
Range
Most Diversified
64 instruments
April 29, 2023
Least Diversified
0 instruments
March 11, 2025
Average
37.8 instruments
Most Consistent Holdings
Top 5
SOXX87.22%
VTI87.14%
GOOG81%
VXUS77.4%
BTC76.99%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Invesco QQQ (QQQ) | 11.02% | 33.5% | 50.2% | - |
| Vanguard Total Stock Market ETF (VTI) | 10.35% | 0% | 87.14% | 1/2/2025 |
 Vanguard S&P 500 ETF (VOO) | 9.03% | 0% | 36.69% | 6/17/2024 |
| Vanguard Total International Stock ETF (VXUS) | 8.73% | 35.58% | 77.4% | - |
 Vanguard Real Estate ETF (VNQ) | 4% | 0% | 61.75% | 2/23/2024 |
| Alphabet (GOOG) | 3.83% | 3.19% | 81% | - |
| iShares Semiconductor ETF (SOXX) | 2.84% | 0% | 87.22% | 1/2/2025 |
 Microsoft (MSFT) | 2.71% | 0% | 38% | 5/5/2023 |
 SPDR Gold (GLD) | 1.97% | 13.3% | 12.69% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 1.85% | 0% | 24.32% | 12/14/2022 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 1.52% | 0% | 58.31% | 1/12/2024 |
| Bitcoin (BTC) | 1.35% | 3.8% | 76.99% | - |
 Berkshire Hathaway (BRK.B) | 1.29% | 0% | 47.83% | 1/2/2025 |
 Apple (AAPL) | 1.12% | 0% | 43.16% | 8/12/2024 |
 iShares MSCI China ETF (MCHI) | 1.08% | 0% | 57.66% | 2/23/2024 |
 Crowdstrike (CRWD) | 1.07% | 0% | 51.02% | 1/2/2025 |
 Twilio (TWLO) | 1.04% | 0% | 76.49% | 1/2/2025 |
 Starbucks (SBUX) | 1.02% | 0% | 38.82% | 1/2/2025 |
 Airbnb (ABNB) | 1% | 0% | 41.85% | 2/23/2024 |
 Meta (META) | 0.88% | 0% | 35.46% | 12/19/2023 |
 Disney (DIS) | 0.86% | 0% | 49.14% | 2/23/2024 |
 iShares Global clean energy ETF (ICLN) | 0.84% | 0% | 50.94% | 1/12/2024 |
 TSMC (TSM) | 0.84% | 0% | 25.47% | 1/2/2025 |
 Alibaba (BABA) | 0.74% | 0% | 49.8% | 7/29/2024 |
 Okta (OKTA) | 0.69% | 0% | 35.3% | 12/30/2024 |
 JD.com (JD.US) | 0.67% | 0% | 47.99% | 1/2/2025 |
 GM (GM) | 0.63% | 0% | 25.47% | 1/2/2025 |
 Ethereum (ETH) | 0.62% | 1.22% | 74.69% | - |
 Vanguard Total Bond Market ETF (BND) | 0.61% | 0% | 8.44% | 4/4/2025 |
 Tesla (TSLA) | 0.58% | 0% | 38% | 5/5/2023 |
 Vanguard Financials ETF (VFH) | 0.58% | 0% | 38% | 5/5/2023 |
 Cigna (CI) | 0.54% | 0% | 45.37% | 5/24/2024 |
 Nintendo (NTDOY) | 0.52% | 0% | 38% | 5/5/2023 |
 Cronos (CRON) | 0.51% | 0% | 55.69% | 12/5/2024 |
 SPDR S&P Biotech ETF (XBI) | 0.5% | 0% | 23.83% | 5/5/2023 |
 Iberdrola (IBE.MC) | 0.49% | 0% | 27.35% | 1/2/2025 |
 Global X Uranium ETF (URA) | 0.49% | 0% | 52.74% | 12/30/2024 |
 Builders FirstSource (BLDR) | 0.47% | 0% | 38% | 5/5/2023 |
 Novo Nordisk (NOVO-B.CO) | 0.44% | 1.61% | 21.38% | - |
 Amadeus (AMS.MC) | 0.42% | 0% | 46.03% | 1/2/2025 |
 Tesco (TSCO.L) | 0.42% | 0% | 15.56% | 1/2/2025 |
 TotalEnergies (TTE) | 0.41% | 0% | 33.66% | 5/5/2023 |
 iShares Silver Trust (SLV) | 0.41% | 4.96% | 8.35% | - |
 UPS (UPS) | 0.41% | 0% | 33.09% | 5/5/2023 |
 Meritage Homes (MTH) | 0.4% | 0% | 38% | 5/5/2023 |
 Vanguard Total International Bond ETF (BNDX) | 0.4% | 0% | 7.94% | 11/18/2024 |
 PDD Holdings (PDD) | 0.4% | 0% | 41.61% | 7/29/2024 |
 Tyson Foods (TSN) | 0.37% | 0% | 16.95% | 12/30/2024 |
 IIPR (IIPR) | 0.36% | 0% | 38% | 5/5/2023 |
 NVIDIA (NVDA) | 0.36% | 0% | 16.79% | 1/2/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.35% | 0% | 12.29% | 12/30/2024 |
 Enterprise Products (EPD) | 0.34% | 0% | 16.22% | 1/2/2025 |
 Salesforce (CRM) | 0.34% | 0% | 29.24% | 1/2/2025 |
 Shopify (SHOP) | 0.32% | 0% | 24.32% | 8/21/2024 |
 Suncor (SU) | 0.32% | 0% | 15.97% | 12/30/2024 |
 Western Midstream (WES) | 0.32% | 0% | 16.22% | 1/2/2025 |
 Tencent (0700.HK) | 0.32% | 0% | 25.23% | 1/2/2025 |
 Trip.com (TCOM.CH) | 0.31% | 0% | 28.26% | 1/2/2025 |
 Eli Lilly (LLY) | 0.31% | 0% | 9.83% | 1/2/2025 |
 SPDR S&P Bank ETF (KBE) | 0.31% | 0% | 12.45% | 1/2/2025 |
 Build and Build (BNB) | 0.3% | 0% | 62.08% | 2/27/2024 |
 Lennar (LEN) | 0.28% | 0% | 23.01% | 12/29/2022 |
 AIG (AIG) | 0.28% | 0% | 23.59% | 12/29/2022 |
 Pfizer (PFE) | 0.26% | 0% | 17.28% | 12/30/2024 |
 Ford (F) | 0.25% | 0% | 20.8% | 5/5/2023 |
 Atlassian (TEAM) | 0.25% | 0% | 10.81% | 1/2/2025 |
 Roivant Sciences (ROIV) | 0.25% | 0% | 11.47% | 1/2/2025 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.24% | 0% | 27.93% | 5/5/2023 |
 HSBC (HSBC) | 0.24% | 0% | 32.02% | 5/5/2023 |
 Tapestry (TPR) | 0.24% | 0% | 25.23% | 1/2/2025 |
 BYD (01211.HK) | 0.24% | 0% | 10.81% | 1/2/2025 |
 Despegar (DESP) | 0.23% | 0% | 22.44% | 1/2/2025 |
 Tezos (XTZ) | 0.22% | 0% | 49.63% | 9/27/2023 |
 Merck (MRK) | 0.22% | 0% | 19.98% | 4/28/2023 |
 Columbia India Consumer ETF (INCO) | 0.22% | 0% | 10.24% | 12/5/2024 |
 Raytheon (RTX) | 0.21% | 0% | 32.68% | 5/5/2023 |
 General Dynamics (GD) | 0.21% | 0% | 32.68% | 5/5/2023 |
 Royal Caribbean (RCL) | 0.21% | 0% | 18.1% | 1/2/2025 |
 TRON (TRX) | 0.21% | 0% | 58.07% | 1/9/2024 |
 Toyota (TM) | 0.21% | 0% | 24.9% | 12/30/2024 |
 Cardano (ADA) | 0.19% | 0% | 49.63% | 9/27/2023 |
 Allianz (ALV.DE) | 0.19% | 0% | 16.79% | 1/2/2025 |
 Centene (CNC) | 0.19% | 0% | 15.15% | 5/5/2023 |
 Silvercrest Metals (SILV) | 0.19% | 0% | 18.18% | 1/2/2025 |
 MINISO (MNSO) | 0.18% | 0% | 16.46% | 1/2/2025 |
 Block Inc. (XYZ) | 0.17% | 0% | 19.74% | 5/5/2023 |
 Vanguard FTSE Europe ETF (VGK) | 0.17% | 0% | 5.32% | 3/7/2022 |
 American Airlines (AAL) | 0.17% | 0% | 34.81% | 6/14/2024 |
 United Airlines (UAL) | 0.16% | 0% | 27.85% | 5/5/2023 |
 Barclays (BCS) | 0.16% | 0% | 10.89% | 1/2/2025 |
 CRISPR Therapeutics (CRSP) | 0.16% | 0% | 22.69% | 12/5/2024 |
 JD (9618.HK) | 0.16% | 0% | 12.37% | 7/30/2024 |
 Dell (DELL) | 0.16% | 0% | 12.69% | 7/29/2024 |
 Huntington Ingalls (HII) | 0.15% | 0% | 12.12% | 8/4/2022 |
 Rolls-Royce (RR.L) | 0.15% | 0% | 14.66% | 8/22/2024 |
 VICI Properties (VICI) | 0.15% | 0% | 16.95% | 12/30/2024 |
 L'Oréal (OR.PA) | 0.15% | 0% | 12.37% | 8/2/2022 |
 Arch Capital (ACGL) | 0.15% | 0% | 10.65% | 12/30/2024 |
 Encore Wire Corporation (WIRE) | 0.15% | 0% | 16.38% | 3/10/2023 |
 Daqo New Energy (DQ) | 0.15% | 0% | 19.74% | 5/5/2023 |
 Brazil Index MSCI Ishares (EWZ) | 0.14% | 0% | 8.6% | 4/26/2022 |
 Northrop Grumman (NOC) | 0.14% | 0% | 11.88% | 8/1/2022 |
 Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) | 0.14% | 0% | 12.29% | 12/30/2024 |
 SkyWest (SKYW) | 0.13% | 0% | 16.38% | 1/2/2025 |
 GigaCloud (GCT) | 0.13% | 0% | 12.69% | 7/29/2024 |
 Veolia (VIE.PA) | 0.13% | 0% | 13.35% | 8/15/2022 |
 DocuSign (DOCU) | 0.13% | 0% | 11.22% | 3/31/2023 |
 Snowflake (SNOW) | 0.12% | 0% | 11.47% | 8/22/2024 |
 Abrdn Palladium ETF Trust (PALL) | 0.12% | 0% | 11.96% | 11/18/2024 |
 Schwab US Large-Cap ETF (SCHX) | 0.12% | 0% | 2.54% | 1/31/2022 |
 Tencent Music (TME) | 0.12% | 0% | 12.2% | 6/10/2024 |
 McDonald's (MCD) | 0.12% | 0% | 11.3% | 8/1/2022 |
 Porsche (PAH3.DE) | 0.12% | 0% | 12.12% | 12/5/2024 |
 Nike (NKE) | 0.11% | 2.07% | 5.24% | - |
 Oscar Health (OSCR) | 0.11% | 0% | 5.57% | 8/21/2024 |
 Lloyds (LYG) | 0.11% | 0% | 10.24% | 12/5/2024 |
 Intel (INTC) | 0.1% | 0% | 10.16% | 2/23/2024 |
 Valero (VLO) | 0.1% | 0% | 9.5% | 5/5/2023 |
 Amazon (AMZN) | 0.1% | 0% | 6.47% | 2/3/2023 |
 Dogecoin (DOGE) | 0.1% | 0% | 49.63% | 9/27/2023 |
 ZIM (ZIM) | 0.1% | 0% | 32.02% | 5/5/2023 |
 Vital Farms (VITL) | 0.09% | 0% | 6.63% | 6/5/2024 |
 Zoom (ZM) | 0.09% | 0% | 8.85% | 7/5/2024 |
 Acciona (ANA.MC) | 0.08% | 0% | 7.21% | 5/27/2024 |
 Bumble (BMBL) | 0.08% | 0% | 9.5% | 8/21/2024 |
 FedEx (FDX) | 0.08% | 0% | 11.22% | 8/1/2022 |
 BioNTech SE (BNTX) | 0.07% | 0% | 12.69% | 5/5/2023 |
 Enphase (ENPH) | 0.07% | 0% | 7.78% | 6/5/2024 |
 Teladoc (TDOC) | 0.07% | 0% | 5% | 5/2/2022 |
 HUYA (HUYA.US) | 0.06% | 0% | 5% | 8/14/2024 |
 BRF (BRFS) | 0.06% | 0% | 8.68% | 12/30/2024 |
 MongoDB (MDB) | 0.06% | 0% | 10.07% | 5/5/2023 |
 Teck (TECK) | 0.06% | 0% | 8.68% | 6/21/2022 |
 Couchbase (BASE) | 0.05% | 0% | 5.32% | 4/29/2024 |
 Altria (MO) | 0.05% | 0% | 7.29% | 5/5/2023 |
 ARK Innovation ETF (ARKK) | 0.05% | 0% | 2.05% | 1/25/2022 |
 Roku (ROKU) | 0.05% | 0% | 3.85% | 2/22/2022 |
 Palantir (PLTR) | 0.05% | 0% | 4.01% | 2/23/2024 |
 Tsakos (TEN.US) | 0.05% | 0% | 5.32% | 7/29/2024 |
 Upstart (UPST) | 0.05% | 0% | 4.67% | 5/4/2022 |
 Etsy (ETSY) | 0.04% | 0% | 5.41% | 2/23/2024 |
 Micron (MU) | 0.04% | 0% | 3.11% | 12/30/2024 |
 Ralph Lauren (RL) | 0.04% | 0% | 4.42% | 5/5/2023 |
 AXA (CS.PA) | 0.04% | 0% | 4.26% | 5/24/2024 |
 Unity (U) | 0.04% | 0% | 4.75% | 8/21/2024 |
 Opendoor (OPEN) | 0.04% | 0% | 8.52% | 5/5/2023 |
 Asana (ASAN) | 0.04% | 0% | 10.16% | 3/10/2023 |
 Uber (UBER) | 0.04% | 0% | 2.05% | 12/30/2024 |
 Netflix (NFLX) | 0.04% | 0% | 3.77% | 2/15/2022 |
 GoPro (GPRO) | 0.04% | 0% | 2.87% | 2/4/2022 |
 Spotify (SPOT) | 0.04% | 0% | 3.77% | 2/15/2022 |
 Lyft (LYFT) | 0.04% | 0% | 2.05% | 12/30/2024 |
 Vale (VALE) | 0.04% | 0% | 3.03% | 4/1/2022 |
 Allbirds (BIRD) | 0.04% | 0% | 7.78% | 2/3/2023 |
 Global X Cloud Computing ETF (CLOU) | 0.03% | 0% | 3.77% | 2/15/2022 |
 Autohome (ATHM.CH) | 0.03% | 0% | 5.08% | 3/14/2022 |
 Rivian (RIVN) | 0.03% | 0% | 4.59% | 8/21/2024 |
 IMAX (IMAX) | 0.03% | 0% | 3.11% | 12/30/2024 |
 U.S. Steel (X) | 0.03% | 0% | 2.54% | 1/31/2022 |
 Chevron (CVX) | 0.03% | 0% | 2.46% | 4/1/2022 |
 Solana (SOL) | 0.03% | 0% | 14% | 6/21/2022 |
 ExxonMobil (XOM) | 0.03% | 0% | 2.46% | 4/1/2022 |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 0.02% | 0% | 1.23% | 3/1/2022 |
 Store Capital Corp. (STOR) | 0.02% | 0% | 3.44% | 9/15/2022 |
 Nio (NIO) | 0.02% | 0% | 3.52% | 2/22/2022 |
 Energy Select Sector SPDR (XLE) | 0.02% | 0% | 1.23% | 3/1/2022 |
 First Republic Bank (FRCB) | 0.02% | 0% | 3.69% | 5/5/2023 |
 Ingredion (INGR) | 0.02% | 0.75% | 2.38% | - |
 WisdomTree Cloud Computing Fund (WCLD) | 0.02% | 0% | 2.05% | 1/25/2022 |
 Moderna (MRNA) | 0.02% | 0% | 0.98% | 2/8/2022 |
 Mosaic (MOS) | 0.01% | 0% | 1.15% | 3/9/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0.01% | 0% | 1.47% | 5/9/2025 |
 Mercedes-Benz (MBG.DE) | 0.01% | 0% | 0.98% | 3/7/2022 |
 Zurich Insurance (ZURN.ZU) | 0.01% | 0% | 0.82% | 5/8/2023 |
 Inditex (ITX.MC) | 0% | 0% | 0.41% | 3/7/2022 |
 ProShares UltraPro Short QQQ (SQQQ) | 0% | 0% | 0.16% | 5/4/2022 |
 MicroSectors FANG+ Index 3X Leveraged ETN (FNGA) | 0% | 0% | 0.49% | 1/6/2022 |
 Novavax (NVAX) | 0% | 0% | 0.41% | 1/5/2022 |
 Oil (Non Expiry) (OIL) | 0% | 0% | 0.16% | 3/9/2022 |
 Silver (Non Expiry) (SILVER) | 0% | 0% | 0.16% | 3/9/2022 |
 Grifols (GRF.MC) | 0% | 0% | 0.25% | 1/12/2024 |
 Natural Gas (Non Expiry) (NATGAS) | 0% | 0% | 0.08% | 3/8/2022 |
 Flare (FLR) | 0% | 0% | 2.87% | 3/14/2023 |
 Songbird (SGB) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| TSMC (TSM) | 5.41% | 5.87% |
| Vanguard Total Stock Market ETF (VTI) | 4.59% | 5.69% |
| Starbucks (SBUX) | 4.3% | 4.28% |
| Berkshire Hathaway (BRK.B) | 4.38% | 4.09% |
| GM (GM) | 3.22% | 3.42% |
| Tesco (TSCO.L) | 3.18% | 3.15% |
| Atlassian (TEAM) | 2.04% | 2.72% |
| Crowdstrike (CRWD) | 2.11% | 2.54% |
| SPDR S&P Bank ETF (KBE) | 2.79% | 2.51% |
| JD.com (JD.US) | 2.2% | 2.5% |
| iShares Semiconductor ETF (SOXX) | 2.02% | 2.4% |
| Twilio (TWLO) | 1.93% | 2.37% |
| BYD (01211.HK) | 2.15% | 2.22% |
| Roivant Sciences (ROIV) | 2.39% | 2.2% |
| NVIDIA (NVDA) | 2.28% | 2.2% |
| Enterprise Products (EPD) | 2.26% | 2.19% |
| Iberdrola (IBE.MC) | 2.23% | 2.15% |
| Western Midstream (WES) | 2.15% | 1.93% |
| Barclays (BCS) | 1.61% | 1.58% |
| Despegar (DESP) | 1.01% | 1.42% |
| Royal Caribbean (RCL) | 1.04% | 1.42% |
| MINISO (MNSO) | 1.36% | 1.39% |
| Tencent (0700.HK) | 1.07% | 1.38% |
| Trip.com (TCOM.CH) | 1.07% | 1.38% |
| Tapestry (TPR) | 1.07% | 1.28% |
| Allianz (ALV.DE) | 1.18% | 1.17% |
| Amadeus (AMS.MC) | 1.18% | 1.16% |
| Salesforce (CRM) | 1.07% | 1.07% |
| Eli Lilly (LLY) | 1.07% | 1.01% |
| Silvercrest Metals (SILV) | 1.06% | 0.99% |
| Bitcoin (BTC) | 1.03% | 0.97% |
| SkyWest (SKYW) | 0.79% | 0.91% |