Portfolio Diversification
Range
Most Diversified
94 instruments
July 25, 2024
Least Diversified
0 instruments
February 2, 2025
Average
68.8 instruments
Most Consistent Holdings
Top 5
GOOG99.91%
AMZN99.91%
NKE99.91%
STLAM.MI99.91%
DAL99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 10.54% | 0% | 61.6% | 1/22/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 10% | 0% | 61.6% | 1/22/2024 |
 Vanguard S&P 500 ETF (VOO) | 5.08% | 0% | 88.57% | 12/6/2024 |
 DJ30 Index (Non Expiry) (DJ30) | 3% | 0% | 58.62% | 12/18/2023 |
 Vanguard FTSE Europe ETF (VGK) | 2.7% | 3.1% | 99.91% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 2.67% | 0.75% | 99.91% | - |
| Nike (NKE) | 2.2% | 1.15% | 99.91% | - |
 iShares Global clean energy ETF (ICLN) | 2.08% | 0.97% | 99.91% | - |
 Consumer Staples Select Sector SPDR (XLP) | 1.95% | 2.57% | 79.27% | - |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 1.92% | 1.99% | 99.91% | - |
 Ethereum (ETH) | 1.9% | 1.3% | 98.12% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 1.89% | 2.01% | 79.27% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.71% | 0.62% | 99.91% | - |
| Stellantis (STLAM.MI) | 1.64% | 0.71% | 99.91% | - |
 Utilities Select Sector SPDR (XLU) | 1.54% | 2.15% | 78.84% | - |
 BlackRock (BLK) | 1.42% | 1.62% | 99.91% | - |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 1.25% | 1.88% | 79.69% | - |
 Bitcoin (BTC) | 1.22% | 0% | 87.37% | 12/6/2024 |
 Vanguard Total Bond Market ETF (BND) | 1.17% | 1.38% | 81.31% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 1.15% | 2.25% | 99.91% | - |
 Boeing (BA) | 1.08% | 0.83% | 91.72% | - |
 Airbus (AIR.PA) | 1.07% | 1.09% | 99.49% | - |
| Amazon (AMZN) | 1.02% | 1.09% | 99.91% | - |
 Airbnb (ABNB) | 1.01% | 0.92% | 99.91% | - |
 Enel (ENEL.MI) | 0.98% | 1.38% | 87.29% | - |
 Invesco Solar ETF (TAN) | 0.92% | 0.38% | 99.4% | - |
 Samsung (SMSN.L) | 0.91% | 0.69% | 99.91% | - |
 Spotify (SPOT) | 0.85% | 0% | 88.4% | 12/4/2024 |
 Sony (SONY) | 0.77% | 0% | 70.48% | 12/4/2024 |
| Alphabet (GOOG) | 0.76% | 0.89% | 99.91% | - |
 LVMH (MC.PA) | 0.76% | 0.48% | 99.49% | - |
 Stellantis (STLA.US) | 0.75% | 1.72% | 83.02% | - |
 Invesco QQQ (QQQ) | 0.75% | 2.19% | 37.63% | - |
 Mercedes-Benz (MBG.DE) | 0.74% | 0.88% | 93.52% | - |
 Alphabet (GOOGL) | 0.7% | 0.8% | 99.91% | - |
 Microsoft (MSFT) | 0.69% | 0% | 88.48% | 12/5/2024 |
 United Airlines (UAL) | 0.67% | 0.76% | 99.23% | - |
 iShares MSCI India ETF (INDA) | 0.66% | 2.14% | 37.63% | - |
 Coca-Cola (KO) | 0.64% | 1.08% | 92.32% | - |
 IIPR (IIPR) | 0.63% | 0.51% | 80.89% | - |
| Delta (DAL) | 0.62% | 0.54% | 99.91% | - |
 Lithium Americas (LAC) | 0.57% | 0.09% | 98.12% | - |
 Financial Select Sector SPDR (XLF) | 0.53% | 0.86% | 79.18% | - |
 iShares Core S&P Small-Cap ETF (IJR) | 0.52% | 0.43% | 99.91% | - |
 SPDR S&P 500 ETF (SPY) | 0.51% | 0% | 26.28% | 12/6/2024 |
 Ferrari (RACE) | 0.49% | 0% | 79.1% | 8/16/2024 |
 ARK Space Exploration And Innovation ETF (ARKX) | 0.49% | 0% | 53.75% | 5/20/2024 |
 Apple (AAPL) | 0.47% | 0% | 82.17% | 12/4/2024 |
 Mastercard (MA) | 0.45% | 0.84% | 69.2% | - |
 Makemytrip (MMYT) | 0.45% | 1.68% | 30.38% | - |
 Invesco NASDAQ Next Gen 100 ETF (QQQJ) | 0.43% | 1.17% | 37.63% | - |
 Visa (V) | 0.43% | 0.77% | 69.2% | - |
 Essex Property Trust (ESS) | 0.41% | 1.32% | 33.62% | - |
 Duolingo (DUOL) | 0.4% | 0% | 68.34% | 12/4/2024 |
 Rolls-Royce (RR.L) | 0.38% | 0% | 30.38% | 10/18/2024 |
 Live Nation (LYV) | 0.38% | 0% | 54.69% | 12/4/2024 |
 Prologis (PLD) | 0.36% | 1.16% | 30.46% | - |
 Cardano (ADA) | 0.35% | 0.38% | 98.12% | - |
 Kering (KER.PA) | 0.34% | 0.43% | 54.18% | - |
 Nel (NEL.OL) | 0.32% | 0.06% | 99.91% | - |
 First Trust Water ETF (FIW.US) | 0.32% | 1.02% | 31.57% | - |
 Nikola (NKLAQ) | 0.31% | 0% | 88.4% | 12/5/2024 |
 Vanguard Total International Stock ETF (VXUS) | 0.3% | 0% | 43.34% | 7/28/2023 |
 Infosys (INFY) | 0.29% | 0.91% | 29.44% | - |
 Hermes (RMS.PA) | 0.29% | 0.97% | 30.38% | - |
 NextEra (NEE) | 0.28% | 0.56% | 56.74% | - |
 Energy Transfer (ET) | 0.27% | 0.6% | 69.2% | - |
 ExxonMobil (XOM) | 0.27% | 0.99% | 44.2% | - |
 ARK Innovation ETF (ARKK) | 0.27% | 0.91% | 28.24% | - |
 DraftKings (DKNG) | 0.26% | 0.73% | 30.72% | - |
 NEXTracker (NXT.US) | 0.25% | 0.71% | 34.22% | - |
 Caterpillar (CAT) | 0.24% | 0.95% | 22.78% | - |
 SolarEdge (SEDG) | 0.23% | 0% | 30.2% | 1/12/2023 |
 Levi's (LEVI) | 0.23% | 0.83% | 24.74% | - |
 DocuSign (DOCU) | 0.23% | 0.23% | 99.91% | - |
 ChargePoint (CHPT) | 0.23% | 0.01% | 99.91% | - |
 Zoetis (ZTS) | 0.23% | 0.85% | 33.02% | - |
 Coherent (COHR) | 0.22% | 0% | 42.06% | 6/3/2024 |
 Polestar (PSNY) | 0.22% | 0.63% | 33.02% | - |
 EssilorLuxottica (EL.PA) | 0.21% | 0% | 20.31% | 12/6/2024 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.21% | 0.79% | 30.29% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.21% | 0.79% | 30.29% | - |
 Atai (ATAI) | 0.2% | 0.7% | 29.78% | - |
 Leonardo DRS (DRS) | 0.2% | 0% | 18.86% | 12/4/2024 |
 Solana (SOL) | 0.19% | 0.29% | 98.04% | - |
 ICICI Bank (IBN) | 0.18% | 0.8% | 29.44% | - |
 iShares Core High Dividend ETF (HDV) | 0.18% | 0.68% | 30.29% | - |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 0.18% | 0.66% | 30.29% | - |
 HDFC (HDB) | 0.18% | 0.79% | 29.44% | - |
 Albemarle (ALB) | 0.18% | 0% | 22.35% | 1/18/2023 |
 Dr. Reddy's (RDY) | 0.17% | 0.59% | 29.44% | - |
 iShares Global Water UCITS ETF USD (IQQQ.DE) | 0.16% | 0.61% | 29.44% | - |
 ASML (ASML) | 0.16% | 1.92% | 11.43% | - |
 Glencore (GLEN.L) | 0.16% | 0.13% | 67.49% | - |
 ISHARES MSCI INDIA SMALL-CAP (SMIN.US) | 0.16% | 0.55% | 29.44% | - |
 Walmart (WMT) | 0.16% | 0% | 11.18% | 5/12/2022 |
 iShares Core Dividend Growth ETF (DGRO) | 0.15% | 0% | 26.11% | 7/28/2023 |
 Vanguard Real Estate ETF (VNQ) | 0.15% | 1.35% | 11.43% | - |
 MGM (MGM) | 0.15% | 0.81% | 16.38% | - |
 Livent Corp (LTHM) | 0.14% | 0% | 27.65% | 1/4/2024 |
 Columbia India Consumer ETF (INCO) | 0.14% | 0.51% | 29.44% | - |
 IDEXX (IDXX) | 0.14% | 0.4% | 33.02% | - |
 Moderna (MRNA) | 0.12% | 0% | 31.74% | 3/1/2023 |
 Plug Power (PLUG) | 0.12% | 0.03% | 66.98% | - |
 Arista (ANET) | 0.11% | 0.75% | 11.43% | - |
 Procter & Gamble (PG) | 0.1% | 0% | 35.24% | 3/11/2024 |
 MindMed (MNMD) | 0.1% | 0.3% | 29.44% | - |
 PayPal (PYPL) | 0.1% | 0.74% | 11.43% | - |
 Eli Lilly (LLY) | 0.09% | 1.04% | 9.64% | - |
 COMPASS (CMPS) | 0.09% | 0.19% | 29.44% | - |
 Pfizer (PFE) | 0.09% | 0.91% | 9.3% | - |
 Equinix (EQIX) | 0.09% | 0.87% | 9.81% | - |
 Trupanion (TRUP) | 0.08% | 0.66% | 11.43% | - |
 Digital Realty (DLR) | 0.08% | 0.87% | 9.81% | - |
 Crowdstrike (CRWD) | 0.08% | 0% | 26.79% | 11/28/2022 |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 0.07% | 0% | 1.71% | 1/20/2022 |
 Coinbase (COIN) | 0.07% | 0% | 20.39% | 1/27/2023 |
 Lithium Americas Argentina C (LAR) | 0.06% | 0.07% | 47.7% | - |
 GM (GM) | 0.04% | 0% | 3.33% | 2/8/2022 |
 Meta (META) | 0.04% | 0% | 2.9% | 2/3/2022 |
 Copper (Expiring Future) (COPPER.FUT) | 0.03% | 0% | 2.99% | 2/27/2024 |
 Chewy (CHWY) | 0.03% | 0% | 5.8% | 5/29/2024 |
 Nickel (Non Expiry) (Nickel) | 0.02% | 0% | 2.56% | 2/22/2024 |
 Match Group (MTCH) | 0.01% | 0% | 2.05% | 1/24/2022 |
 NVIDIA (NVDA) | 0.01% | 0% | 1.79% | 1/21/2022 |
 CAVA (CAVA) | 0.01% | 0% | 4.44% | 8/9/2024 |
 Ballard Power (BLDP) | 0.01% | 0% | 2.05% | 1/24/2022 |
 Merck (MRK) | 0.01% | 1.06% | 0.77% | - |
 Unilever (ULVR.L) | 0.01% | 0% | 13.05% | 11/20/2023 |
 First Republic Bank (FRCB) | 0% | 0% | 4.78% | 9/5/2024 |
 Disney (DIS) | 0% | 0% | 2.47% | 3/9/2023 |
 Nestle (NESN.ZU) | 0% | 0% | 10.41% | 10/20/2023 |
 Cavendish Hydrogen (CAVEN.OL) | 0% | 0% | 8.45% | 11/6/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Direxion Daily S&P 500 Bull 3X (SPXL) | 2.44% | 2.6% |
| Vanguard FTSE Europe ETF (VGK) | 2.36% | 2.55% |
| Ethereum (ETH) | 2.41% | 2.45% |
| Invesco QQQ (QQQ) | 1.97% | 2.3% |
| Consumer Staples Select Sector SPDR (XLP) | 1.97% | 2.24% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 1.97% | 2.22% |
| Stellantis (STLA.US) | 1.93% | 2.17% |
| iShares MSCI India ETF (INDA) | 1.84% | 1.96% |
| Utilities Select Sector SPDR (XLU) | 1.69% | 1.9% |
| The Health Care Select Sector SPDR Fund (XLV) | 1.77% | 1.85% |
| BlackRock (BLK) | 1.4% | 1.79% |
| First Trust NASDAQ Cybersecurity ETF (CIBR) | 1.5% | 1.74% |
| Makemytrip (MMYT) | 1.45% | 1.66% |
| Nike (NKE) | 3.35% | 1.53% |
| Vanguard Real Estate ETF (VNQ) | 1.14% | 1.26% |
| Vanguard Total Bond Market ETF (BND) | 1.11% | 1.25% |
| Essex Property Trust (ESS) | 1.14% | 1.24% |
| Amazon (AMZN) | 1.06% | 1.23% |
| Invesco NASDAQ Next Gen 100 ETF (QQQJ) | 1.06% | 1.2% |
| Enel (ENEL.MI) | 1.03% | 1.18% |
| Stellantis (STLAM.MI) | 1.97% | 1.16% |
| Airbus (AIR.PA) | 1.03% | 1.14% |
| Infosys (INFY) | 0.98% | 1.13% |
| Prologis (PLD) | 1.14% | 1.09% |
| ARK Innovation ETF (ARKK) | 0.96% | 1.06% |
| Caterpillar (CAT) | 0.98% | 1.06% |
| Arista (ANET) | 0.9% | 1.04% |
| United Airlines (UAL) | 0.9% | 1% |
| Alphabet (GOOG) | 0.87% | 1% |
| Pfizer (PFE) | 0.82% | 0.99% |
| First Trust Water ETF (FIW.US) | 0.87% | 0.97% |
| Airbnb (ABNB) | 1.03% | 0.97% |
| Hermes (RMS.PA) | 0.82% | 0.97% |
| Equinix (EQIX) | 0.79% | 0.95% |
| PayPal (PYPL) | 0.82% | 0.95% |
| ASML (ASML) | 0.82% | 0.94% |
| Digital Realty (DLR) | 0.79% | 0.93% |
| Alphabet (GOOGL) | 0.79% | 0.91% |
| Eli Lilly (LLY) | 0.79% | 0.91% |
| ExxonMobil (XOM) | 0.87% | 0.91% |
| Mercedes-Benz (MBG.DE) | 1.03% | 0.89% |
| Levi's (LEVI) | 0.93% | 0.89% |
| MGM (MGM) | 0.87% | 0.88% |
| iShares Global clean energy ETF (ICLN) | 1.3% | 0.87% |
| Zoetis (ZTS) | 0.82% | 0.85% |
| Coca-Cola (KO) | 0.82% | 0.84% |
| Trupanion (TRUP) | 0.81% | 0.83% |
| Boeing (BA) | 1.03% | 0.83% |
| Financial Select Sector SPDR (XLF) | 0.71% | 0.81% |
| DraftKings (DKNG) | 0.82% | 0.8% |
| Global X Lithium & Battery Tech ETF (LIT) | 1.34% | 0.79% |
| Mastercard (MA) | 0.65% | 0.77% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.67% | 0.76% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.63% | 0.74% |
| Delta (DAL) | 0.67% | 0.72% |
| Visa (V) | 0.55% | 0.68% |
| ICICI Bank (IBN) | 0.59% | 0.65% |
| HDFC (HDB) | 0.55% | 0.64% |
| Vanguard Total Stock Market ETF (VTI) | 0.55% | 0.63% |
| Dr. Reddy's (RDY) | 0.55% | 0.62% |
| ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 0.55% | 0.62% |
| Kering (KER.PA) | 0.79% | 0.62% |
| iShares Core High Dividend ETF (HDV) | 0.54% | 0.61% |
| Energy Transfer (ET) | 0.5% | 0.61% |
| Polestar (PSNY) | 0.87% | 0.6% |
| IIPR (IIPR) | 1.03% | 0.6% |
| LVMH (MC.PA) | 0.67% | 0.6% |
| iShares Global Water UCITS ETF USD (IQQQ.DE) | 0.51% | 0.59% |
| Atai (ATAI) | 0.79% | 0.59% |
| NEXTracker (NXT.US) | 0.81% | 0.59% |
| Samsung (SMSN.L) | 0.88% | 0.59% |
| ISHARES MSCI INDIA SMALL-CAP (SMIN.US) | 0.51% | 0.55% |
| NextEra (NEE) | 0.54% | 0.55% |
| Columbia India Consumer ETF (INCO) | 0.49% | 0.48% |
| iShares Core S&P Small-Cap ETF (IJR) | 0.43% | 0.47% |
| Cardano (ADA) | 0.53% | 0.46% |
| Invesco Solar ETF (TAN) | 0.87% | 0.41% |
| IDEXX (IDXX) | 0.39% | 0.37% |
| Solana (SOL) | 0.24% | 0.36% |
| MindMed (MNMD) | 0.39% | 0.33% |
| DocuSign (DOCU) | 0.34% | 0.25% |
| COMPASS (CMPS) | 0.43% | 0.21% |
| Glencore (GLEN.L) | 0.24% | 0.18% |
| Lithium Americas (LAC) | 0.65% | 0.09% |
| Nel (NEL.OL) | 0.34% | 0.09% |
| Lithium Americas Argentina C (LAR) | 0% | 0.08% |
| Plug Power (PLUG) | 0.4% | 0.07% |
| ChargePoint (CHPT) | 0.4% | 0.02% |
| Nikola (NKLAQ) | 1.14% | 0% |
| First Republic Bank (FRCB) | 0.14% | 0% |
| Cavendish Hydrogen (CAVEN.OL) | 0% | 0% |