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Portfolio Diversification
Range
Most Diversified
24 instruments
October 19, 2024
Least Diversified
0 instruments
April 4, 2026
Average
12 instruments
Most Consistent Holdings
Top 5
NKE76.72%
LAR72.66%
LAC72.54%
MELI64.86%
NVDA57.06%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Meta (META) | 9.12% | 8.51% | 40.9% | - |
 Schwab US Dividend Equity ETF (SCHD) | 8.88% | 34.31% | 36.38% | - |
| Nike (NKE) | 7.37% | 0% | 76.72% | 11/12/2025 |
| NVIDIA (NVDA) | 7.01% | 9.72% | 57.06% | - |
 Lexicon Pharmaceuticals (LXRX) | 5.99% | 0% | 34.69% | 8/7/2025 |
 Verizon (VZ) | 5.82% | 15.12% | 36.72% | - |
 Crowdstrike (CRWD) | 4.99% | 0% | 49.6% | 10/9/2025 |
| MercadoLibre (MELI) | 4.07% | 4.66% | 64.86% | - |
 Target (TGT) | 3.74% | 0% | 37.29% | 10/17/2025 |
 Chevron (CVX.US) | 3.65% | 10.68% | 38.98% | - |
 Dell (DELL) | 3.41% | 0% | 33.11% | 9/16/2025 |
 Johnson & Johnson (JNJ) | 3.12% | 8.88% | 38.64% | - |
 NextEra (NEE) | 2.89% | 0% | 27.68% | 7/2/2025 |
 Babcock & Wilcox (BW) | 2.07% | 0% | 18.08% | 5/14/2025 |
 Li Auto (LI) | 1.85% | 0% | 14.24% | 10/3/2024 |
 Coca-Cola (KO) | 1.84% | 0% | 39.32% | 10/21/2025 |
 Coinbase (COIN) | 1.83% | 0% | 24.41% | 8/5/2024 |
 Synthomer (SYNT.L) | 1.78% | 0% | 53.11% | 11/12/2025 |
| Lithium Americas (LAC) | 1.59% | 0% | 72.54% | 10/6/2025 |
 Apple (AAPL) | 1.55% | 0% | 16.84% | 5/30/2024 |
| Lithium Americas Argentina C (LAR) | 1.52% | 0% | 72.66% | 10/7/2025 |
 JeppeKirkBonde | 1.47% | 0% | 17.85% | 11/27/2024 |
 Microsoft (MSFT) | 1.28% | 0% | 40.23% | 7/2/2025 |
 Ethereum (ETH) | 1.25% | 0% | 11.07% | 11/13/2024 |
 Alphabet (GOOG) | 1.16% | 0% | 38.42% | 7/2/2025 |
 Bitdeer (BTDR) | 1.11% | 0% | 12.43% | 11/11/2024 |
 Linsanity1 | 1.03% | 0% | 12.54% | 10/18/2024 |
 Taysha Gene Therapies (TSHA) | 0.97% | 0% | 17.97% | 11/27/2024 |
 SentinelOne (S.US) | 0.79% | 0% | 28.7% | 6/27/2025 |
 TSMC (TSM) | 0.5% | 0% | 16.84% | 5/30/2024 |
 Lyft (LYFT) | 0.39% | 0% | 10.85% | 10/14/2024 |
 Ripple / Euro (XRPEUR) | 0.3% | 0% | 22.82% | 7/22/2024 |
 Akash Network (AKT) | 0.29% | 3.84% | 9.83% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.28% | 0% | 5.76% | 11/25/2025 |
 Realty Income (O) | 0.28% | 1.57% | 16.72% | - |
 Moncler (MONC.MI) | 0.28% | 0% | 2.6% | 11/21/2025 |
 Jasmy (JASMY) | 0.26% | 0% | 10.28% | 11/7/2024 |
 ChinaA50 Index (Non Expiry) (CHINA50) | 0.25% | 0% | 7.68% | 1/7/2026 |
 Novo Nordisk (NOVO-B.CO) | 0.25% | 1.98% | 13.45% | - |
 XRP (XRP) | 0.16% | 0% | 3.39% | 11/7/2024 |
 Repsol (REP.MC) | 0.11% | 0% | 1.24% | 6/21/2024 |
 AMD (AMD) | 0.1% | 0% | 1.02% | 6/20/2024 |
 Oil (Non Expiry) (OIL) | 0.07% | 0% | 1.36% | 8/21/2024 |
 E-Home (EJH) | 0.05% | 0% | 0.45% | 6/24/2024 |
 Tilray (TLRY) | 0.05% | 0% | 2.37% | 10/30/2024 |
 Nio (NIO) | 0.03% | 0% | 1.69% | 9/6/2024 |
 McDonald's (MCD) | 0.03% | 0% | 0.34% | 7/29/2024 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0.02% | 0% | 0.23% | 6/5/2024 |
 Robinhood Markets Inc. (HOOD) | 0.01% | 0% | 1.36% | 10/30/2024 |
 Silver (Non Expiry) (SILVER) | 0.01% | 0% | 0.23% | 2/1/2026 |
 PayPal (PYPL) | 0.01% | 0% | 1.36% | 10/30/2024 |
 Ryanair (RYAAY) | 0.01% | 0% | 0.11% | 7/26/2024 |
 BWX Technologies (BWXT) | 0.01% | 0% | 1.36% | 10/30/2024 |
 Tesla (TSLA) | 0% | 0% | 1.36% | 10/30/2024 |
 Brinker Intl. (EAT) | 0% | 0% | 1.36% | 10/30/2024 |
 FTAI Aviation (FTAI) | 0% | 0% | 1.36% | 10/30/2024 |
 AppLovin (APP) | 0% | 0% | 1.36% | 10/30/2024 |
 Bitcoin (BTC) | 0% | 0% | 0.23% | 7/24/2024 |
 VIX (Nov 24 Future) (VIX.NOV24) | 0% | 0% | 0.11% | 11/7/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 29.85% | 28.91% |
| Verizon (VZ) | 21.81% | 20.86% |
| NVIDIA (NVDA) | 11.57% | 11.55% |
| Chevron (CVX.US) | 10.28% | 10.05% |
| Johnson & Johnson (JNJ) | 5.14% | 6.67% |
| MercadoLibre (MELI) | 5.14% | 5.54% |
| Meta (META) | 5.14% | 5.24% |
| ChinaA50 Index (Non Expiry) (CHINA50) | 2.57% | 3.06% |
Cash & Instruments Over Time
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