Portfolio Diversification
Range
Most Diversified
86 instruments
February 3, 2022
Least Diversified
0 instruments
February 2, 2025
Average
45.5 instruments
Most Consistent Holdings
Top 5
META99.86%
MSFT99.86%
NVDA99.86%
BABA99.86%
NIO99.86%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 8.55% | 11.12% | 99.86% | - |
| Alibaba (BABA) | 7.26% | 2.97% | 99.86% | - |
| Microsoft (MSFT) | 6.63% | 5.48% | 99.86% | - |
 Supermicro (SMCI) | 3.86% | 0% | 46.95% | 11/26/2024 |
| Meta (META) | 3.27% | 3.29% | 99.86% | - |
 Schwab US Dividend Equity ETF (SCHD) | 3.08% | 0% | 44.61% | 7/24/2024 |
 AppLovin (APP) | 3.04% | 12.5% | 53.48% | - |
 Visa (V) | 3.01% | 3.83% | 67.3% | - |
 Alphabet (GOOG) | 2.68% | 3.78% | 91.49% | - |
 Realty Income (O) | 2.43% | 0% | 60.21% | 12/30/2024 |
 AMD (AMD) | 2.01% | 0% | 53.48% | 2/23/2024 |
 Palantir (PLTR) | 1.89% | 3.56% | 63.76% | - |
 PDD Holdings (PDD) | 1.78% | 0% | 75.32% | 12/30/2024 |
 Block Inc. (XYZ) | 1.63% | 0% | 79.01% | 2/21/2025 |
 Crowdstrike (CRWD) | 1.58% | 0% | 65.04% | 12/2/2025 |
 Caterpillar (CAT) | 1.57% | 0% | 52.98% | 1/10/2025 |
 Petrobras (PBR) | 1.49% | 0% | 42.27% | 11/30/2023 |
 Ethereum (ETH) | 1.42% | 2.36% | 49.15% | - |
 Baidu (BIDU) | 1.36% | 0% | 75.32% | 12/30/2024 |
| Nio (NIO) | 1.33% | 0.2% | 99.86% | - |
 Enphase (ENPH) | 1.28% | 0% | 24.11% | 12/28/2022 |
 ASML (ASML.NV) | 1.27% | 3.19% | 60.78% | - |
 PayPal (PYPL) | 1.26% | 0% | 95.82% | 11/20/2025 |
 Sea (SE) | 1.18% | 0% | 50.21% | 1/8/2024 |
 TSMC (TSM) | 1.14% | 5.5% | 32.2% | - |
 Cardano (ADA) | 1.13% | 0.61% | 54.75% | - |
 JD.com (JD.US) | 1.03% | 0% | 65.04% | 9/17/2025 |
 Bilibili (BILI) | 0.88% | 0% | 42.62% | 9/22/2023 |
 Daqo New Energy (DQ) | 0.85% | 0% | 45.46% | 7/2/2024 |
 Airbus (AIR.PA) | 0.83% | 1.97% | 58.72% | - |
 Credo (CRDO) | 0.81% | 3.99% | 27.3% | - |
 Plug Power (PLUG) | 0.79% | 0% | 42.62% | 9/22/2023 |
 Arbor Realty (ABR) | 0.73% | 0% | 28.3% | 10/9/2023 |
 Bitcoin Cash (BCH) | 0.68% | 0% | 60.07% | 5/27/2024 |
 OppFi (OPFI) | 0.64% | 0% | 22.2% | 9/30/2025 |
 NextEra (NEE) | 0.62% | 2.27% | 29.79% | - |
 Amazon (AMZN) | 0.61% | 2.24% | 26.67% | - |
 Vanguard Information Technology (VGT) | 0.61% | 2.65% | 26.31% | - |
 Nintendo (NTDOY) | 0.57% | 0% | 35.96% | 5/2/2024 |
 Dash (DASH) | 0.53% | 0% | 58.3% | 5/2/2024 |
 Manulife (MFC) | 0.52% | 1.7% | 27.8% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.49% | 0% | 12.98% | 8/9/2022 |
 M/I Homes (MHO) | 0.47% | 0% | 30.5% | 2/21/2025 |
 Blue Bird (BLBD) | 0.46% | 0% | 38.94% | 11/18/2025 |
 AGNC (AGNC) | 0.45% | 0% | 21.13% | 9/22/2023 |
 FDJ (FDJU.PA) | 0.45% | 0.97% | 37.3% | - |
 Berkshire Hathaway (BRK.B) | 0.45% | 0% | 21.7% | 5/6/2025 |
 Bitcoin (BTC) | 0.44% | 1.94% | 31.63% | - |
 Riot (RIOT) | 0.43% | 0% | 45.89% | 11/8/2023 |
 Vertex (VRTX) | 0.43% | 1.38% | 29.79% | - |
 Intuitive Surgical (ISRG) | 0.42% | 1.21% | 30.71% | - |
 Modine (MOD) | 0.42% | 0% | 25.53% | 12/30/2024 |
 Sunrun (RUN) | 0.4% | 0% | 32.48% | 6/2/2023 |
 IIPR (IIPR) | 0.4% | 0% | 22.55% | 10/17/2024 |
 Valero (VLO) | 0.4% | 0% | 20.21% | 10/2/2023 |
 Alibaba (9988.HK) | 0.39% | 0% | 30.07% | 4/12/2023 |
 Mizuho Financial Group (MFG) | 0.37% | 1.89% | 22.55% | - |
 Synchrony (SYF) | 0.37% | 1.62% | 24.54% | - |
 Salesforce (CRM) | 0.36% | 0% | 21.42% | 7/8/2024 |
 Brookfield (BAM) | 0.34% | 0% | 24.18% | 6/17/2024 |
 Schneider Electric (SU.PA) | 0.33% | 1.15% | 28.72% | - |
 Engie (ENGI.PA) | 0.33% | 0% | 20.64% | 5/3/2023 |
 Xiaomi (1810.HK) | 0.32% | 0% | 25.25% | 2/2/2023 |
 Enterprise Products (EPD) | 0.31% | 0% | 18.51% | 10/25/2023 |
 Intesa Sanpaolo (ISP.MI) | 0.3% | 0% | 19.72% | 5/22/2024 |
 Carnival (CCL) | 0.29% | 0% | 22.91% | 11/20/2025 |
 Discover (DFS) | 0.28% | 0% | 15.18% | 12/27/2023 |
 TRON (TRX) | 0.27% | 0% | 11.56% | 6/13/2022 |
 Coinbase (COIN) | 0.26% | 0% | 17.16% | 9/7/2022 |
 Uber (UBER) | 0.26% | 1.12% | 20.85% | - |
 SkyWest (SKYW) | 0.26% | 0.76% | 29.5% | - |
 GigaCloud (GCT) | 0.26% | 0% | 24.04% | 12/30/2024 |
 Robinhood Markets Inc. (HOOD) | 0.24% | 0% | 34.89% | 6/2/2023 |
 PepsiCo (PEP) | 0.24% | 0% | 19.15% | 9/16/2024 |
 DXP (DXPE) | 0.22% | 0% | 14.89% | 8/7/2025 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.21% | 0% | 31.35% | 4/12/2023 |
 SoFi (SOFI) | 0.21% | 0% | 22.27% | 12/30/2024 |
 UnitedHealth (UNH) | 0.2% | 1.54% | 14.96% | - |
 Lululemon (LULU) | 0.19% | 0% | 13.83% | 2/14/2025 |
 Sinopec (0386.HK) | 0.19% | 0% | 7.09% | 7/15/2022 |
 CommScope (COMM) | 0.19% | 2.37% | 10.71% | - |
 Mastercard (MA) | 0.19% | 0% | 17.94% | 11/22/2024 |
 Oklo (OKLO) | 0.19% | 0% | 21.35% | 3/27/2025 |
 Solana (SOL) | 0.18% | 0% | 31.06% | 8/26/2025 |
 Veolia (VIE.PA) | 0.18% | 0% | 14.33% | 12/14/2023 |
 StoneCo (STNE) | 0.18% | 0% | 15.25% | 7/2/2024 |
 ZIM (ZIM) | 0.18% | 0% | 12.84% | 12/20/2022 |
 Brinker Intl. (EAT) | 0.17% | 0% | 22.91% | 8/4/2025 |
 iShares Select Dividend ETF (DVY) | 0.16% | 0% | 14.11% | 8/24/2023 |
 Apple (AAPL) | 0.16% | 0% | 11.56% | 6/13/2022 |
 Coupang (CPNG) | 0.16% | 0% | 19.65% | 8/6/2025 |
 NRZ (RITM) | 0.16% | 0% | 10.99% | 6/12/2023 |
 Dollar General (DG.US) | 0.15% | 1.24% | 17.94% | - |
 Comcast (CMCSA) | 0.15% | 0% | 20.14% | 9/12/2024 |
 Royal Caribbean (RCL) | 0.15% | 0% | 15.6% | 10/23/2024 |
 JB Hi-Fi (JBH.ASX) | 0.15% | 0% | 19.86% | 8/15/2023 |
 Broadcom (AVGO) | 0.14% | 0% | 7.02% | 12/16/2022 |
 Intapp (INTA) | 0.14% | 0% | 13.05% | 7/14/2025 |
 Xinyi Solar (0968.HK) | 0.14% | 0% | 10.28% | 2/3/2023 |
 Moneylion (ML.US) | 0.13% | 0% | 19.65% | 10/9/2023 |
 Lemonade (LMND) | 0.13% | 0% | 11.56% | 6/13/2022 |
 Magnite (MGNI) | 0.13% | 0% | 17.09% | 9/4/2022 |
 Invesco China Technology ETF (CQQQ) | 0.13% | 0% | 15.46% | 8/9/2022 |
 Twilio (TWLO) | 0.13% | 0% | 17.59% | 10/9/2024 |
 Terawulf (WULF) | 0.12% | 0.81% | 28.72% | - |
 GM (GM) | 0.12% | 0% | 12.84% | 10/31/2024 |
 Upwork (UPWK) | 0.12% | 0% | 13.83% | 7/15/2022 |
 Cardinal Health (CAH) | 0.12% | 0% | 13.69% | 9/12/2024 |
 Tesla (TSLA) | 0.12% | 0% | 30.71% | 10/2/2024 |
 CIBC (CM) | 0.11% | 0% | 8.87% | 9/5/2023 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.11% | 0% | 11.56% | 6/13/2022 |
 Okta (OKTA) | 0.11% | 0% | 14.75% | 9/12/2024 |
 FinVolution (FINV) | 0.11% | 0% | 11.77% | 12/1/2025 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.1% | 0% | 3.9% | 6/13/2022 |
 ARK Innovation ETF (ARKK) | 0.1% | 0% | 7.66% | 4/19/2022 |
 iShares Silver Trust (SLV) | 0.09% | 0% | 9.01% | 5/2/2023 |
 SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 0.09% | 0% | 3.9% | 6/13/2022 |
 Ubisoft (UBI.PA) | 0.08% | 0% | 11.28% | 6/14/2022 |
 XRP (XRP) | 0.08% | 0% | 11.56% | 6/13/2022 |
 Eli Lilly (LLY) | 0.08% | 1.44% | 8.09% | - |
 Siemens (SIE.DE) | 0.08% | 0% | 8.51% | 9/22/2023 |
 Constellation Brands (STZ) | 0.07% | 0% | 6.17% | 1/27/2025 |
 SentinelOne (S.US) | 0.07% | 0% | 9.43% | 7/15/2022 |
 Unity (U) | 0.07% | 0% | 11.56% | 6/13/2022 |
 Fintech Acquisition Corp. V (FTCV) | 0.07% | 0% | 7.66% | 4/19/2022 |
 Direxion Daily Junior Gold Miners Index Bull 2X Shares (JNUG) | 0.07% | 0% | 11.56% | 6/13/2022 |
 Terex (TEX) | 0.06% | 0% | 8.72% | 1/5/2024 |
 Nebius Group NV (NBIS) | 0.06% | 0% | 9.72% | 7/1/2025 |
 Silvercrest Metals (SILV) | 0.06% | 0% | 6.03% | 9/18/2024 |
 XPeng (XPEV) | 0.06% | 0% | 11.56% | 6/13/2022 |
 JPMorgan (JPM) | 0.06% | 0% | 4.82% | 1/8/2025 |
 Vale (VALE) | 0.06% | 0% | 5.11% | 3/14/2022 |
 Corsair (CRSR) | 0.06% | 0% | 11.56% | 6/13/2022 |
 Flare (FLR) | 0.06% | 0% | 29.15% | 4/7/2024 |
 Sunworks (SUNWQ) | 0.06% | 0% | 7.66% | 4/19/2022 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.06% | 0% | 3.4% | 12/6/2022 |
 T-Mobile (TMUS) | 0.06% | 0% | 5.6% | 12/4/2023 |
 Qantas (QAN.ASX) | 0.06% | 0% | 12.2% | 7/24/2023 |
 TotalEnergies (TTE.PA) | 0.06% | 0% | 2.77% | 8/9/2022 |
 Celestica Inc (CLS) | 0.06% | 1.17% | 7.52% | - |
 Jumia (JMIA) | 0.06% | 0% | 13.83% | 7/15/2022 |
 CubeSmart (CUBE) | 0.06% | 0% | 10.35% | 7/21/2023 |
 Micron (MU) | 0.06% | 0.97% | 8.09% | - |
 Intel (INTC) | 0.05% | 0% | 5.96% | 10/30/2025 |
 Livent Corp (LTHM) | 0.05% | 0% | 4.96% | 12/14/2022 |
 Altria (MO) | 0.05% | 0% | 3.4% | 1/27/2023 |
 Weimob (2013.HK) | 0.05% | 0% | 7.8% | 4/21/2022 |
 Sprouts (SFM) | 0.04% | 0% | 6.24% | 9/13/2024 |
 RGA (RGA) | 0.04% | 0% | 6.24% | 10/29/2024 |
 Ford (F) | 0.04% | 0% | 6.45% | 12/20/2022 |
 Gaotu (GOTU) | 0.04% | 0% | 7.66% | 4/19/2022 |
 ARK Fintech Innovation ETF (ARKF) | 0.04% | 0% | 3.97% | 2/25/2025 |
 Celestia (TIA) | 0.04% | 0% | 8.79% | 11/25/2024 |
 Tattooed Chef Inc (TTCFQ) | 0.04% | 0% | 7.66% | 4/19/2022 |
 ARK Next Generation Internet ETF (ARKW) | 0.04% | 0% | 4.82% | 4/20/2023 |
 Bank of America (BAC) | 0.03% | 0% | 3.9% | 6/13/2022 |
 Cal-Maine Foods (CALM) | 0.03% | 0.44% | 7.66% | - |
 VICI Properties (VICI) | 0.03% | 0% | 5.6% | 7/21/2023 |
 Meituan (03690.HK) | 0.03% | 0% | 6.88% | 4/8/2022 |
 DMK Pharmaceuticals (DMKPQ) | 0.03% | 0% | 7.66% | 4/19/2022 |
 Norwegian (NAS.OL) | 0.03% | 0% | 9.29% | 6/14/2022 |
 ARK Genomic Revolution ETF (ARKG) | 0.03% | 0% | 7.66% | 4/19/2022 |
 EHang (EH) | 0.03% | 0% | 7.66% | 4/19/2022 |
 American Well (AMWL) | 0.03% | 0% | 7.66% | 4/19/2022 |
 Nano Dimension (NNDM) | 0.03% | 0% | 7.66% | 4/19/2022 |
 Chewy (CHWY) | 0.03% | 0% | 7.66% | 4/19/2022 |
 Evofem Biosciences (EVFM) | 0.03% | 0% | 7.66% | 4/19/2022 |
 Douyu (DOYU) | 0.03% | 0% | 7.66% | 4/19/2022 |
 XTI Aerospace (XTIA) | 0.03% | 0% | 29.79% | 4/19/2023 |
 Allstate (ALL) | 0.03% | 0% | 2.91% | 2/21/2025 |
 Power Solutions International Inc (PSIX) | 0.03% | 0.59% | 6.1% | - |
 Canaan (CAN) | 0.03% | 0% | 7.73% | 4/20/2022 |
 Texas Pacific (TPL) | 0.03% | 0% | 12.48% | 10/28/2025 |
 Gevo (GEVO) | 0.03% | 0% | 7.66% | 4/19/2022 |
 Ocugen (OCGN) | 0.03% | 0% | 7.66% | 4/19/2022 |
 Organigram (OGI) | 0.03% | 0% | 7.66% | 4/19/2022 |
 SNDL (SNDL) | 0.03% | 0% | 7.66% | 4/19/2022 |
 Energy Select Sector SPDR (XLE) | 0.02% | 0% | 3.48% | 2/24/2022 |
 Aurora Cannabis (ACB) | 0.02% | 0% | 7.66% | 4/19/2022 |
 Adtalem (ATGE) | 0.02% | 0% | 5.04% | 9/24/2024 |
 NatWest (NWG.L) | 0.02% | 0% | 3.33% | 2/15/2023 |
 Booking (BKNG) | 0.02% | 0% | 2.41% | 12/5/2024 |
 Futu (FUTU) | 0.02% | 0% | 7.66% | 4/19/2022 |
 Rivian (RIVN) | 0.02% | 0% | 13.05% | 7/15/2022 |
 ANZ (ANZ.ASX) | 0.02% | 0% | 4.96% | 2/24/2023 |
 Tezos (XTZ) | 0.02% | 0% | 7.8% | 4/21/2022 |
 Affirm (AFRM) | 0.02% | 0% | 5.74% | 4/20/2022 |
 eToro Group LTD (ETOR) | 0.02% | 0.91% | 2.27% | - |
 NeueHealth (NEUE) | 0.02% | 0% | 7.66% | 4/19/2022 |
 SSR Mining (SSRM) | 0.02% | 0% | 2.84% | 11/5/2025 |
 UniCredit (UCG.MI) | 0.02% | 0% | 1.99% | 6/19/2023 |
 Asensus (ASXC) | 0.01% | 0% | 7.66% | 4/19/2022 |
 Novavax (NVAX) | 0.01% | 0% | 7.66% | 4/19/2022 |
 AT&T (T) | 0.01% | 0% | 1.84% | 1/26/2022 |
 ProShares UltraPro S&P 500 (UPRO) | 0.01% | 0% | 1.35% | 6/20/2023 |
 Ondo Finance (ONDO) | 0.01% | 0.09% | 6.1% | - |
 Jaguar Health (JAGX) | 0.01% | 0% | 7.66% | 4/19/2022 |
 Electricite de France SA (EDF.PA_old) | 0.01% | 0% | 1.49% | 8/4/2022 |
 Home Depot (HD) | 0.01% | 0% | 0.43% | 8/9/2022 |
 Atos (ATO.PA) | 0.01% | -0.03% | 17.94% | 9/18/2025 |
 AI16Z (Experimental) (AI16Z) | 0.01% | 0.04% | 6.38% | - |
 CAAP (CAAP) | 0.01% | 0% | 0.78% | 4/7/2025 |
 CoreWeave Inc (CRWV) | 0.01% | 0.68% | 0.85% | - |
 Enova (ENVA) | 0.01% | 0.82% | 0.78% | - |
 Incyte (INCY) | 0% | 0.62% | 0.71% | - |
 Veren (VRN) | 0% | 0% | 0.85% | 11/8/2022 |
 Heritage Insurance (HRTG) | 0% | 0.66% | 0.64% | - |
 VAULTA (A) | 0% | 0% | 0.92% | 1/13/2022 |
 Vanguard S&P 500 Value ETF (VOOV) | 0% | 0% | 0.71% | 6/12/2023 |
 JD (9618.HK) | 0% | 0% | 0.85% | 6/13/2022 |
 Abercrombie & Fitch (ANF) | 0% | 0% | 0.43% | 10/9/2023 |
 Life Storage Inc (LSI) | 0% | 0% | 1.06% | 1/27/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0% | 0% | 0.57% | 8/28/2025 |
 Societe Generale (GLE.PA) | 0% | 0% | 0.28% | 3/11/2022 |
 Netflix (NFLX) | 0% | 0% | 0.35% | 2/2/2022 |
 Songbird (SGB) | 0% | 0% | 0.35% | 11/21/2022 |
 Natural Gas (Non Expiry) (NATGAS) | 0% | 0% | 0.07% | 2/3/2022 |
 USD/ILS (USDILS) | 0% | 0% | 0.07% | 5/25/2023 |
 EUR/JPY (EURJPY) | 0% | 0% | 0.07% | 5/24/2023 |
 Cronos (CRO) | 0% | 0% | 0.07% | 4/21/2022 |
 Datadog (DDOG) | 0% | 0% | 0.14% | 1/5/2023 |
 ASML (ASML) | 0% | 0% | 0.64% | 7/25/2025 |
 Rigetti (RGTI) | 0% | 0% | 0.28% | 1/17/2025 |
 CXApp (CXAI) | 0% | 0% | 0.35% | 4/18/2023 |
 Drormant6423 (DMNIF) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 3.33% | 12.22% |
| AppLovin (APP) | 2.26% | 8.54% |
| Microsoft (MSFT) | 6.41% | 7.02% |
| Visa (V) | 5.02% | 5.11% |
| Alibaba (BABA) | 9.41% | 4.6% |
| Meta (META) | 2.52% | 4.29% |
| Caterpillar (CAT) | 3.2% | 3.53% |
| Alphabet (GOOG) | 2.7% | 2.99% |
| TSMC (TSM) | 3.13% | 2.8% |
| Vanguard Information Technology (VGT) | 3.13% | 2.44% |
| Ethereum (ETH) | 2.88% | 2.37% |
| Credo (CRDO) | 2.52% | 2.25% |
| ASML (ASML.NV) | 2.92% | 2.25% |
| Palantir (PLTR) | 0.58% | 2.18% |
| JD.com (JD.US) | 2.39% | 2.16% |
| Berkshire Hathaway (BRK.B) | 2.51% | 2.09% |
| OppFi (OPFI) | 2.51% | 2.05% |
| Amazon (AMZN) | 2.51% | 1.98% |
| Manulife (MFC) | 2.51% | 1.89% |
| Cardano (ADA) | 1.14% | 1.85% |
| NextEra (NEE) | 2.51% | 1.76% |
| Airbus (AIR.PA) | 1.95% | 1.76% |
| Crowdstrike (CRWD) | 1.88% | 1.72% |
| Lululemon (LULU) | 1.38% | 1.66% |
| Intuitive Surgical (ISRG) | 1.88% | 1.58% |
| M/I Homes (MHO) | 1.9% | 1.49% |
| Synchrony (SYF) | 1.88% | 1.48% |
| Carnival (CCL) | 1.88% | 1.47% |
| Vertex (VRTX) | 2.19% | 1.45% |
| JPMorgan (JPM) | 1.63% | 1.37% |
| PayPal (PYPL) | 1.57% | 1.33% |
| Blue Bird (BLBD) | 2.07% | 1.28% |
| Block Inc. (XYZ) | 3.45% | 1.18% |
| Constellation Brands (STZ) | 1.56% | 1.17% |
| Schneider Electric (SU.PA) | 1.44% | 1.15% |
| Oklo (OKLO) | 0.78% | 0.97% |
| ARK Fintech Innovation ETF (ARKF) | 1.17% | 0.91% |
| Solana (SOL) | 0.75% | 0.61% |
| Bitcoin (BTC) | 0.71% | 0.53% |
| Terawulf (WULF) | 0.63% | 0.41% |
| Nio (NIO) | 2.57% | 0.26% |
| Atos (ATO.PA) | 0.64% | 0.05% |
| Drormant6423 (DMNIF) | 0% | 0% |