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Portfolio Diversification
Range
Most Diversified
170 instruments
August 17, 2023
Least Diversified
0 instruments
March 26, 2022
Average
45.9 instruments
Most Consistent Holdings
Top 5
MSFT67.11%
UNH55.06%
SPGI52.15%
MA51.8%
AMZN48.13%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 26, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Alphabet (GOOG) | 5.3% | 14.05% | 43.07% | - |
| Amazon (AMZN) | 4.87% | 10.77% | 48.13% | - |
| Mastercard (MA) | 3.01% | 8.03% | 51.8% | - |
 Visa (V) | 2.88% | 7.32% | 44.25% | - |
 Schwab US Dividend Equity ETF (SCHD) | 2.67% | 0% | 25.48% | 2/18/2025 |
| Microsoft (MSFT) | 2.63% | 9.16% | 67.11% | - |
 Meta (META) | 2.45% | 7.53% | 31.58% | - |
| S&P Global (SPGI) | 2.36% | 7.32% | 52.15% | - |
 ASML (ASML) | 2.35% | 4.19% | 46.61% | - |
| UnitedHealth (UNH) | 2.11% | 6.53% | 55.06% | - |
 VICI Properties (VICI) | 1.94% | 0% | 40.37% | 11/12/2025 |
 iShares Core Dividend Growth ETF (DGRO) | 1.49% | 0% | 13.5% | 1/31/2025 |
 Booking (BKNG) | 1.33% | 4.95% | 31.86% | - |
 PepsiCo (PEP) | 1.28% | 0% | 45.98% | 2/20/2025 |
 Unilever (ULVR.L) | 1.17% | 0% | 32.06% | 2/8/2024 |
 Caterpillar (CAT) | 1.14% | 0% | 44.25% | 8/20/2024 |
 Uber (UBER) | 1.1% | 3.64% | 24.52% | - |
 Paramount (PSKY) | 0.9% | 0% | 26.11% | 12/8/2023 |
 Apple (AAPL) | 0.9% | 0% | 44.81% | 8/20/2024 |
 Main Street Capital (MAIN) | 0.84% | 0% | 45.84% | 11/12/2025 |
 AT&T (T) | 0.72% | 0% | 33.38% | 3/1/2024 |
 Kroger (KR) | 0.71% | 0% | 28.88% | 1/2/2024 |
 Cisco (CSCO) | 0.7% | 0% | 40.93% | 6/20/2024 |
 Johnson & Johnson (JNJ) | 0.64% | 0% | 38.23% | 7/25/2025 |
 Target (TGT) | 0.62% | 0% | 39.47% | 8/20/2024 |
 Merck (MRK) | 0.61% | 0% | 36.5% | 8/9/2024 |
 Coca-Cola (KO) | 0.6% | 0% | 40.86% | 8/5/2024 |
 Samsung (SMSN.L) | 0.59% | 0% | 33.24% | 3/13/2024 |
 Aramco (SAOC) | 0.55% | 0% | 29.57% | 4/14/2024 |
 CNBM (3323.HK) | 0.55% | 0% | 27.77% | 1/5/2024 |
 T. Rowe Price (TROW) | 0.54% | 0% | 33.52% | 5/17/2024 |
 Waste Management (WM) | 0.53% | 0% | 26.8% | 8/20/2024 |
 Duolingo (DUOL) | 0.51% | 2.02% | 16.97% | - |
 Netflix (NFLX) | 0.49% | 1.92% | 20.64% | - |
 Sinopec (0386.HK) | 0.49% | 0% | 28.46% | 1/15/2024 |
 ING (INGA.NV) | 0.47% | 0% | 31.51% | 2/27/2024 |
 Stryker (SYK) | 0.45% | 0% | 33.66% | 8/9/2024 |
 Medical Properties Trust (MPT) | 0.44% | 0% | 31.44% | 2/26/2024 |
 MSCI (MSCI) | 0.43% | 0% | 20.22% | 3/23/2026 |
 Maersk (MAERSKB.CO) | 0.43% | 0% | 26.25% | 3/4/2024 |
 Plus500 (PLUS.L) | 0.42% | 0% | 29.57% | 2/8/2024 |
 Costco (COST) | 0.42% | 0% | 17.04% | 8/5/2024 |
 Pfizer (PFE) | 0.41% | 0% | 33.45% | 5/16/2024 |
 Petrobras (PBR) | 0.41% | 0% | 30.89% | 4/9/2024 |
 HP (HPQ) | 0.41% | 0% | 33.31% | 5/22/2024 |
 Realty Income (O) | 0.4% | 0% | 13.99% | 8/13/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.37% | 0% | 11.84% | 2/5/2025 |
 AbbVie (ABBV) | 0.35% | 0% | 33.52% | 8/5/2024 |
 BAT (BATS.L) | 0.35% | 0% | 29.5% | 2/27/2024 |
 McDonald's (MCD) | 0.34% | 0% | 25.83% | 8/5/2024 |
 Golden Ocean (GOGL.OL) | 0.33% | 0% | 29.71% | 2/1/2024 |
 Starbucks (SBUX) | 0.32% | 0% | 35.11% | 8/13/2024 |
 Procter & Gamble (PG) | 0.3% | 0% | 24.24% | 8/5/2024 |
 ABC (1288.HK) | 0.3% | 0% | 22.71% | 11/1/2023 |
 SBM Offshore (SBMO.NV) | 0.29% | 0% | 21.95% | 4/29/2024 |
 CVS Health (CVS) | 0.29% | 0% | 24.79% | 1/11/2024 |
 Domino's (DPZ) | 0.29% | 0% | 11.01% | 8/20/2024 |
 ZIM (ZIM) | 0.28% | 0% | 27.15% | 1/11/2024 |
 L3Harris (LHX) | 0.28% | 0% | 21.88% | 5/21/2024 |
 3M (MMM) | 0.28% | 0% | 29.57% | 6/10/2024 |
 IBM (IBM) | 0.27% | 0% | 22.92% | 5/21/2024 |
 Broadcom (AVGO) | 0.26% | 0% | 11.57% | 7/22/2024 |
 Bank of America (BAC) | 0.25% | 0% | 19.46% | 4/23/2024 |
 Chevron (CVX) | 0.25% | 0% | 28.53% | 8/9/2024 |
 Iron Mountain (IRM) | 0.25% | 0% | 30.06% | 2/29/2024 |
 NextEra (NEE) | 0.24% | 0% | 9.63% | 8/1/2024 |
 American Express (AXP) | 0.24% | 0% | 7.41% | 8/16/2024 |
 Moody's (MCO) | 0.23% | 1.86% | 22.3% | - |
 ABN AMRO (ABN.NV) | 0.23% | 0% | 26.66% | 1/11/2024 |
 Petrobras (PBR.A) | 0.23% | 0% | 22.58% | 11/7/2023 |
 Union Pacific (UNP) | 0.23% | 0% | 6.79% | 7/25/2025 |
 TSMC (TSM) | 0.22% | 0% | 27.15% | 1/18/2024 |
 NextEra Energy Partners (XIFR) | 0.21% | 0% | 13.57% | 5/10/2024 |
 Kenon (KEN) | 0.21% | 0% | 24.79% | 1/11/2024 |
 Volkswagen (VOW3.DE) | 0.21% | 0% | 20.71% | 2/1/2024 |
 Vale (VALE) | 0.2% | 0% | 33.17% | 4/9/2024 |
 Verizon (VZ) | 0.2% | 0% | 29.36% | 2/26/2024 |
 MPC (MPCC.OL) | 0.2% | 0% | 28.25% | 1/11/2024 |
 Texas Instruments (TXN) | 0.2% | 0% | 7.34% | 6/20/2024 |
 Disney (DIS) | 0.2% | 0% | 19.74% | 8/20/2024 |
 Seanergy (SHIP) | 0.2% | 0% | 14.4% | 7/7/2023 |
 ARMOUR Residential REIT (ARR) | 0.19% | 0% | 28.6% | 2/29/2024 |
 Ally (ALLY) | 0.19% | 0% | 18.49% | 3/13/2024 |
 Citi (C) | 0.19% | 0% | 15.03% | 3/4/2024 |
 American States Water (AWR) | 0.18% | 0% | 7.13% | 3/10/2025 |
 Walgreens (WBA) | 0.18% | 0% | 21.12% | 3/27/2024 |
 Global X Uranium ETF (URA) | 0.18% | 0% | 11.5% | 8/22/2023 |
 Paccar (PCAR) | 0.17% | 0% | 22.58% | 12/18/2023 |
 RTL Group (RRTL.DE) | 0.17% | 0% | 28.25% | 1/11/2024 |
 Goldman Sachs (GS) | 0.17% | 0% | 27.42% | 1/22/2024 |
 Bayer (BAYN.DE) | 0.17% | 0% | 24.38% | 2/20/2024 |
 Leggett & Platt (LEG) | 0.16% | 0% | 28.67% | 3/28/2024 |
 Ahold (AD.NV) | 0.16% | 0% | 19.67% | 2/14/2024 |
 BHP (BHP) | 0.16% | 0% | 26.59% | 1/23/2024 |
 ExxonMobil (XOM) | 0.16% | 0% | 20.08% | 2/26/2024 |
 Western Union (WU) | 0.16% | 0% | 27.84% | 1/12/2024 |
 Hapag-Lloyd (HLAG.DE) | 0.16% | 0% | 20.98% | 3/4/2024 |
 Invesco QQQ (QQQ) | 0.16% | 0% | 12.81% | 9/25/2024 |
 Philip Morris (PM) | 0.15% | 0% | 21.12% | 4/25/2024 |
 Novo-Nordisk (NVO) | 0.15% | 0% | 18.63% | 5/21/2024 |
 Aviva (AV.L) | 0.15% | 0% | 27.63% | 1/11/2024 |
 Southern Copper (SCCO) | 0.15% | 0% | 21.75% | 12/18/2023 |
 Eutelsat (ETL.PA) | 0.15% | 0% | 26.66% | 1/11/2024 |
 Cameco (CCJ) | 0.15% | 0% | 16.62% | 2/1/2024 |
 Walmart (WMT) | 0.15% | 0% | 5.4% | 5/16/2024 |
 Rio Tinto (RIO) | 0.15% | 0% | 23.55% | 11/14/2023 |
 Persimmon (PSN.L) | 0.14% | 0% | 25.28% | 12/6/2023 |
 FTAI Aviation (FTAI) | 0.14% | 0% | 19.81% | 10/31/2023 |
 Legal & General (LGEN.L) | 0.14% | 0% | 27.42% | 1/8/2024 |
 Nike (NKE) | 0.14% | 0% | 5.68% | 8/20/2024 |
 Antofagasta (ANTO.L) | 0.14% | 0% | 17.73% | 8/17/2023 |
 Deere (DE) | 0.13% | 0% | 12.33% | 3/27/2024 |
 Golden Ocean (GOGL.US) | 0.13% | 0% | 23.61% | 11/21/2023 |
 MCC (1618.HK) | 0.13% | 0% | 15.79% | 7/20/2023 |
 Anglo American (AAL.L) | 0.13% | 0% | 27.56% | 1/10/2024 |
 iShares Core High Dividend ETF (HDV) | 0.13% | 0% | 3.32% | 10/14/2024 |
 Roche (ROG.ZU) | 0.12% | 0% | 18.35% | 2/8/2024 |
 Arbor Realty (ABR) | 0.12% | 0% | 18.84% | 9/13/2023 |
 Enbridge (ENB) | 0.12% | 0% | 16.48% | 3/13/2024 |
 SuRo Capital (SSSS) | 0.12% | 0% | 15.1% | 7/24/2023 |
 FirstEnergy (FE) | 0.12% | 0% | 24.24% | 1/11/2024 |
 Ferrexpo (FXPO.L) | 0.11% | 0% | 27.08% | 1/10/2024 |
 Ares Capital (ARCC) | 0.11% | 0% | 18.14% | 9/7/2023 |
 VF Corp (VFC) | 0.11% | 0% | 20.57% | 4/9/2024 |
 Accenture (ACN) | 0.11% | 0% | 7.2% | 7/12/2024 |
 Digital Realty (DLR) | 0.11% | 0% | 18.07% | 9/6/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 0.11% | 0% | 4.43% | 11/4/2025 |
 Rockwool (ROCKB.CO) | 0.11% | 0% | 14.27% | 6/28/2023 |
 Nestle (NESN.ZU) | 0.11% | 0% | 16.27% | 3/13/2024 |
 Philips (PHG) | 0.11% | 0% | 16.76% | 12/19/2023 |
 Coterra (CTRA) | 0.11% | 0% | 16.83% | 8/18/2023 |
 Barrick (B) | 0.11% | 0% | 17.87% | 1/11/2024 |
 Dunelm (DNLM.L) | 0.11% | 0% | 12.95% | 6/19/2023 |
 Intel (INTC) | 0.11% | 0% | 10.46% | 2/8/2024 |
 Altria (MO) | 0.11% | 0% | 17.45% | 3/6/2024 |
 Aroundtown (AT1.DE) | 0.11% | 0% | 24.38% | 12/6/2023 |
 Wells Fargo (WFC) | 0.1% | 0% | 14.4% | 12/13/2023 |
 IIPR (IIPR) | 0.1% | 0% | 26.45% | 1/5/2024 |
 Tyson Foods (TSN) | 0.1% | 0% | 24.24% | 1/11/2024 |
 BASF (BAS.DE) | 0.1% | 0% | 18.35% | 1/26/2024 |
 RWE (RWE.DE) | 0.1% | 0% | 14.75% | 3/1/2024 |
 Sanofi (SAN.PA) | 0.1% | 0% | 19.25% | 1/11/2024 |
 BP (BP.L) | 0.1% | 0% | 21.61% | 1/4/2024 |
 Invesco Mortgage Capital (IVR) | 0.1% | 0% | 24.79% | 1/11/2024 |
 Dominion Energy (D) | 0.1% | 0% | 21.61% | 1/11/2024 |
 CSL (CSL.ASX) | 0.1% | 0% | 16.41% | 2/1/2024 |
 BlackRock (BLK) | 0.1% | 0% | 17.38% | 12/1/2023 |
 BMW (BMW.DE) | 0.1% | 0% | 13.02% | 2/8/2024 |
 Siltronic (WAF.DE) | 0.1% | 0% | 15.65% | 12/18/2023 |
 TotalEnergies (TTE.PA) | 0.09% | 0% | 16.69% | 12/18/2023 |
 Newmont (NEM) | 0.09% | 0% | 20.22% | 1/11/2024 |
 Raytheon (RTX) | 0.09% | 0% | 15.03% | 1/16/2024 |
 Scotiabank (BNS) | 0.09% | 0% | 14.96% | 2/1/2024 |
 China Everbright Environment (00257.HK) | 0.09% | 0% | 13.3% | 1/8/2024 |
 Vanguard Information Technology (VGT) | 0.09% | 0% | 2.15% | 9/26/2024 |
 Northrop Grumman (NOC) | 0.09% | 0% | 11.43% | 11/21/2023 |
 American Tower (AMT) | 0.09% | 0% | 18.07% | 11/21/2023 |
 GlaxoSmithKline (GSK) | 0.09% | 0% | 16.2% | 1/3/2024 |
 Sibanye Stillwater (SBSW) | 0.09% | 0% | 19.25% | 1/11/2024 |
 Yum (YUM) | 0.09% | 0% | 13.02% | 2/15/2024 |
 PayPal (PYPL) | 0.08% | 0% | 7.06% | 4/30/2024 |
 Fortune Brands (FBIN) | 0.08% | 0% | 14.4% | 8/18/2023 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.08% | 0% | 2.01% | 11/6/2024 |
 TDS (TDS) | 0.08% | 0% | 15.24% | 10/31/2023 |
 ADO Properties (ADJ.DE) | 0.08% | 0% | 26.66% | 1/11/2024 |
 Dover (DOV) | 0.08% | 0% | 3.95% | 4/25/2024 |
 LVMH (MC.PA) | 0.08% | 0% | 16.2% | 8/14/2024 |
 Vodafone (VOD) | 0.08% | 0% | 16.48% | 1/5/2024 |
 Texas Roadhouse (TXRH) | 0.08% | 0% | 6.23% | 5/13/2025 |
 BoCom (3328.HK) | 0.08% | 0% | 16.48% | 1/9/2024 |
 Eli Lilly (LLY) | 0.08% | 0% | 4.43% | 3/28/2024 |
 Universal Corp (UVV) | 0.08% | 0% | 11.43% | 11/15/2023 |
 Atlantica (AY) | 0.07% | 0% | 10.11% | 1/11/2024 |
 Colgate (CL) | 0.07% | 0% | 15.37% | 3/13/2024 |
 Equinor (EQNR) | 0.07% | 0% | 10.53% | 1/3/2024 |
 Star Bulk (SBLK) | 0.07% | 0% | 14.54% | 12/1/2023 |
 Quidel (QDEL) | 0.07% | 0% | 11.98% | 7/24/2023 |
 JPMorgan (JPM) | 0.07% | 0% | 5.12% | 3/1/2024 |
 Lockheed Martin (LMT) | 0.07% | 0% | 15.37% | 1/11/2024 |
 Garmin (GRMN) | 0.07% | 0% | 10.53% | 6/15/2023 |
 TKH Group (TWEKA.NV) | 0.07% | 0% | 12.74% | 2/1/2024 |
 Lumen (LUMN) | 0.07% | 0% | 24.79% | 1/11/2024 |
 BNP Paribas (BNP.PA) | 0.07% | 0% | 11.43% | 12/6/2023 |
 Constellation Brands (STZ) | 0.07% | 0% | 10.32% | 6/20/2023 |
 Nintendo (NTDOY) | 0.07% | 0% | 9.83% | 11/9/2023 |
 Iberdrola (IBE.MC) | 0.07% | 0% | 15.93% | 1/4/2024 |
 Gerdau (GGB) | 0.06% | 0% | 14.82% | 2/6/2024 |
 Sabra Health Care REIT (SBRA) | 0.06% | 0% | 11.63% | 9/6/2023 |
 Akzo Nobel (AKZA.NV) | 0.06% | 0% | 10.25% | 1/26/2024 |
 Agree Realty (ADC) | 0.06% | 0% | 2.22% | 5/6/2024 |
 Vinci (DG.PA) | 0.06% | 0% | 14.89% | 11/29/2023 |
 FDJ (FDJU.PA) | 0.06% | 0% | 16.9% | 1/11/2024 |
 Lynas (LYC.ASX) | 0.06% | 0% | 15.93% | 1/4/2024 |
 Signify (LIGHT.NV) | 0.06% | 0% | 9.42% | 12/14/2023 |
 Fortescue (FMG.ASX) | 0.06% | 0% | 8.52% | 10/26/2023 |
 Wharf REIC (1997.HK) | 0.06% | 0% | 18.21% | 1/9/2024 |
 Aalberts (AALB.NV) | 0.06% | 0% | 14.96% | 1/11/2024 |
 Adobe (ADBE) | 0.05% | 0% | 5.47% | 6/14/2024 |
 Tingyi (00322.HK) | 0.05% | 0% | 15.24% | 1/8/2024 |
 Henderson Land (12.HK) | 0.05% | 0% | 14.34% | 1/9/2024 |
 Hormel (HRL) | 0.05% | 0% | 4.16% | 4/30/2024 |
 Coinbase (COIN) | 0.05% | 0% | 8.1% | 6/26/2023 |
 DSM-Firmenich (DSFIR.NV) | 0.05% | 0% | 11.29% | 1/11/2024 |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 0.04% | 0% | 7.76% | 6/15/2023 |
 AES (AES) | 0.04% | 0% | 8.52% | 12/14/2023 |
 Nokia (NOK) | 0.04% | 0% | 12.67% | 1/8/2024 |
 Danone (BN.PA) | 0.04% | 0% | 9% | 11/14/2023 |
 Wereldhave (WHA.NV) | 0.04% | 0% | 8.8% | 8/23/2023 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.04% | 0% | 2.08% | 9/26/2024 |
 Enterprise Products (EPD) | 0.04% | 0% | 7.55% | 10/11/2023 |
 New World Development (00017.HK) | 0.04% | 0% | 13.85% | 1/11/2024 |
 Pagegroup (PAGE.L) | 0.04% | 0% | 10.53% | 11/15/2023 |
 Hershey (HSY) | 0.04% | 0% | 12.88% | 1/11/2024 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.04% | 0% | 6.37% | 1/31/2024 |
 Playa Hotels (PLYA) | 0.04% | 0% | 10.87% | 12/19/2023 |
 Adyen (ADYEN.NV) | 0.04% | 0% | 6.65% | 11/24/2023 |
 Schlumberger (SLB) | 0.03% | 0% | 6.44% | 8/29/2023 |
 ArcelorMittal (MTS.MC) | 0.03% | 0% | 9.49% | 12/18/2023 |
 BlackStone (BX) | 0.03% | 0% | 6.37% | 7/25/2023 |
 Diageo (DGE.L) | 0.03% | 0% | 3.25% | 1/29/2024 |
 Danaos (DAC) | 0.03% | 0% | 3.6% | 6/15/2023 |
 Tencent (0700.HK) | 0.03% | 0% | 9.07% | 1/9/2024 |
 Amgen (AMGN) | 0.03% | 0% | 3.74% | 11/1/2023 |
 Aegon (AGN.NV) | 0.02% | 0% | 6.79% | 11/14/2023 |
 Securitas (SECU-B.ST) | 0.02% | 0% | 5.06% | 8/17/2023 |
 Randstad (RAND.NV) | 0.02% | 0% | 5.06% | 8/17/2023 |
 Baidu (BIDU) | 0.02% | 0% | 4.09% | 6/15/2023 |
 SolarEdge (SEDG) | 0.02% | 0% | 12.19% | 1/9/2024 |
 Alibaba (BABA) | 0.02% | 0% | 2.42% | 2/27/2024 |
 NVIDIA (NVDA) | 0.02% | 0% | 3.53% | 2/22/2024 |
 Genuine Parts (GPC) | 0.02% | 0% | 1.52% | 3/21/2024 |
 Willdan Group (WLDN) | 0.02% | 1.3% | 1.59% | - |
 Intuit (INTU) | 0.02% | 1.18% | 2.49% | - |
 Hasbro (HAS) | 0.02% | 0% | 3.74% | 8/15/2023 |
 MPLX (MPLX) | 0.02% | 0% | 2.15% | 9/20/2023 |
 Carvana (CVNA) | 0.02% | 0% | 3.6% | 9/12/2023 |
 AstraZeneca (AZN.L) | 0.01% | 0% | 2.01% | 9/29/2023 |
 Zoetis (ZTS) | 0.01% | 0% | 1.94% | 5/7/2024 |
 Siemens (SIE.DE) | 0.01% | 0% | 2.01% | 1/11/2024 |
 Riot (RIOT) | 0.01% | 0% | 2.49% | 6/20/2023 |
 Berkshire Hathaway (BRK.B) | 0.01% | 0% | 2.08% | 8/17/2023 |
 Kratos (KTOS) | 0.01% | 0% | 2.49% | 7/5/2023 |
 Vanguard Total Stock Market ETF (VTI) | 0.01% | 0% | 0.55% | 9/12/2024 |
 NetEase (NTES) | 0.01% | 0% | 2.77% | 7/25/2023 |
 Varta (VAR1.DE) | 0.01% | 0% | 2.22% | 7/18/2023 |
 Silicon Motion (SIMO) | 0.01% | 0% | 1.8% | 7/26/2023 |
 AMD (AMD) | 0.01% | 0% | 2.15% | 8/31/2023 |
 Pilbara Minerals (PLS.ASX) | 0.01% | 0% | 2.22% | 7/18/2023 |
 Elevance Health (ELV) | 0.01% | 0% | 0.69% | 5/10/2024 |
 Tesla (TSLA) | 0.01% | 0% | 1.8% | 2/27/2024 |
 Icahn Enterprises (IEP) | 0.01% | 0% | 0.9% | 12/20/2022 |
 iShares MSCI India ETF (INDA) | 0.01% | 0% | 1.8% | 2/2/2024 |
 Origin Materials (ORGN) | 0.01% | 0% | 1.66% | 6/15/2023 |
 Royalty Pharma (RPRX) | 0.01% | 0% | 0.69% | 2/15/2024 |
 ASML (ASML.NV) | 0.01% | 0% | 2.08% | 8/24/2023 |
 Novo Nordisk (NOVO-B.CO) | 0.01% | 0% | 1.94% | 10/12/2023 |
 GM (GM) | 0.01% | 0% | 1.59% | 11/29/2023 |
 Lowe's (LOW) | 0% | 0% | 0.83% | 8/19/2024 |
 Host Hotels (HST) | 0% | 0% | 1.11% | 7/28/2023 |
 Energy Transfer (ET) | 0% | 0% | 0.42% | 12/20/2022 |
 Weyerhaeuser (WY) | 0% | 0% | 0.9% | 7/3/2023 |
 Harley-Davidson (HOG) | 0% | 0% | 0.97% | 7/27/2023 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0% | 0% | 0.35% | 2/5/2024 |
 Boeing (BA) | 0% | 0% | 0.83% | 2/6/2024 |
 UPS (UPS) | 0% | 0% | 1.11% | 12/13/2023 |
 Prosus (PRX.NV) | 0% | 0% | 0.76% | 8/29/2023 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0% | 0% | 0.28% | 2/12/2024 |
 Enphase (ENPH) | 0% | 0% | 0.42% | 7/18/2023 |
 Liberty Media Formula One (FWONA) | 0% | 0% | 0.28% | 2/9/2024 |
 Qualcomm (QCOM) | 0% | 0% | 0.28% | 2/5/2024 |
 Micron (MU) | 0% | 0% | 0.35% | 8/29/2023 |
 Paychex (PAYX) | 0% | 0% | 0.21% | 7/13/2023 |
 Bristol-Myers Squibb (BMY) | 0% | 0% | 0.28% | 12/11/2023 |
 Vopak (VPK.NV) | 0% | 0% | 0.28% | 9/29/2023 |
 Comstock Resources (CRK) | 0% | 0% | 0.14% | 7/13/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 11.2% | 16.85% |
| Amazon (AMZN) | 13.65% | 13.39% |
| Visa (V) | 9.84% | 9.47% |
| Microsoft (MSFT) | 9.62% | 8.61% |
| Meta (META) | 9.1% | 8.59% |
| Mastercard (MA) | 8.4% | 8.08% |
| UnitedHealth (UNH) | 9.1% | 7.45% |
| ASML (ASML) | 5.25% | 7.03% |
| S&P Global (SPGI) | 7% | 6.81% |
| Duolingo (DUOL) | 6.3% | 4.1% |
| Uber (UBER) | 4.2% | 3.58% |
| Booking (BKNG) | 2.8% | 2.79% |
| Netflix (NFLX) | 1.4% | 1.21% |
| Moody's (MCO) | 0.7% | 0.69% |
Cash & Instruments Over Time
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