Portfolio Diversification
Range
Most Diversified
64 instruments
January 28, 2023
Least Diversified
0 instruments
February 2, 2025
Average
38.5 instruments
Most Consistent Holdings
Top 5
SPY73.57%
COST46.88%
PCAR35.72%
TT35.46%
BKNG33.47%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR S&P 500 ETF (SPY) | 10.5% | 0% | 73.57% | 2/1/2025 |
 GER40 Index (Non Expiry) (GER40) | 1.78% | 0% | 30.28% | 12/19/2024 |
 JeppeKirkBonde | 0.92% | 0% | 3.19% | 2/1/2025 |
| Costco (COST) | 0.92% | 0% | 46.88% | 8/30/2024 |
 Bitcoin (BTC) | 0.74% | 0% | 19.65% | 1/13/2025 |
 JPMorgan (JPM) | 0.71% | 0% | 29.22% | 8/5/2024 |
 Monster Beverage (MNST) | 0.7% | 0% | 29.88% | 12/19/2024 |
 GE (GE) | 0.66% | 0% | 26.56% | 7/17/2024 |
 Eli Lilly (LLY) | 0.65% | 0% | 30.81% | 11/15/2024 |
| Paccar (PCAR) | 0.62% | 0% | 35.72% | 4/25/2024 |
| Trane (TT) | 0.6% | 0% | 35.46% | 2/1/2025 |
 ON Semiconductor (ON) | 0.55% | 0% | 15.01% | 5/23/2023 |
 DJ30 Index (Non Expiry) (DJ30) | 0.55% | 0% | 9.16% | 11/12/2024 |
| Booking (BKNG) | 0.53% | 0% | 33.47% | 2/1/2025 |
 McDonald's (MCD) | 0.53% | 0% | 28.42% | 1/16/2025 |
 Moody's (MCO) | 0.52% | 0% | 23.51% | 1/10/2025 |
 MTU Aero Engines (MTX.DE) | 0.51% | 0% | 17.93% | 2/1/2025 |
 AT&T (T) | 0.51% | 0% | 28.82% | 2/1/2025 |
 AIG (AIG) | 0.5% | 0% | 24.04% | 7/19/2024 |
 Mastercard (MA) | 0.5% | 0% | 32.14% | 2/1/2025 |
 Assurant (AIZ) | 0.5% | 0% | 17.13% | 5/8/2024 |
 Applied Materials (AMAT) | 0.48% | 0% | 26.29% | 1/2/2024 |
 Netflix (NFLX) | 0.47% | 0% | 24.3% | 8/30/2024 |
 Microsoft (MSFT) | 0.47% | 0% | 27.09% | 8/5/2024 |
 McKesson (MCK) | 0.47% | 0% | 23.37% | 8/8/2024 |
 Walmart (WMT) | 0.46% | 0% | 28.29% | 2/1/2025 |
 Merck (MRK) | 0.46% | 0% | 24.57% | 3/4/2024 |
 Cencora (COR) | 0.46% | 0% | 21.12% | 6/27/2024 |
 Rheinmetall (RHM.DE) | 0.46% | 0% | 22.44% | 5/7/2024 |
 3M (MMM) | 0.46% | 0% | 27.76% | 2/1/2025 |
 Xcel Energy (XEL) | 0.45% | 0% | 28.42% | 2/1/2025 |
 Cadence (CDNS) | 0.44% | 0% | 21.91% | 2/27/2024 |
 Meta (META) | 0.44% | 0% | 20.72% | 7/17/2024 |
 NVIDIA (NVDA) | 0.43% | 0% | 22.31% | 8/30/2024 |
 Expedia (EXPE) | 0.42% | 0% | 14.08% | 2/1/2025 |
 Alphabet (GOOG) | 0.42% | 0% | 23.9% | 7/18/2024 |
 MetLife (MET) | 0.42% | 0% | 14.48% | 2/1/2025 |
 Raytheon (RTX) | 0.42% | 0% | 23.77% | 2/1/2025 |
 Paychex (PAYX) | 0.42% | 0% | 25.5% | 2/1/2025 |
 Grainger (GWW) | 0.41% | 0% | 22.18% | 2/20/2024 |
 Crowdstrike (CRWD) | 0.41% | 0% | 13.94% | 1/2/2024 |
 Amgen (AMGN) | 0.4% | 0% | 15.27% | 2/7/2024 |
 A O Smith (AOS) | 0.39% | 0% | 26.16% | 1/18/2024 |
 Coca-Cola (KO) | 0.39% | 0% | 24.7% | 10/16/2024 |
 United Airlines (UAL) | 0.39% | 0% | 11.55% | 6/5/2023 |
 Republic Services (RSG) | 0.38% | 0% | 22.84% | 8/30/2024 |
 Abbott (ABT) | 0.38% | 0% | 21.78% | 12/19/2024 |
 Martin Marietta (MLM) | 0.38% | 0% | 19.52% | 11/19/2024 |
 Cintas (CTAS) | 0.37% | 0% | 22.97% | 8/2/2024 |
 NRG Energy (NRG) | 0.37% | 0% | 16.2% | 8/30/2024 |
 BNY Mellon (BK) | 0.37% | 0% | 22.05% | 1/13/2025 |
 Zscaler (ZS) | 0.37% | 0% | 11.69% | 1/2/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.37% | 0% | 8.9% | 8/20/2024 |
 Hilton (HLT) | 0.36% | 0% | 18.46% | 6/26/2024 |
 T-Mobile (TMUS) | 0.36% | 0% | 18.59% | 12/17/2024 |
 Mondelez (MDLZ) | 0.36% | 0% | 19.12% | 10/7/2024 |
 Accenture (ACN) | 0.36% | 0% | 21.91% | 12/18/2024 |
 IBM (IBM) | 0.35% | 0% | 21.78% | 10/31/2024 |
 Nike (NKE) | 0.35% | 0% | 14.74% | 12/22/2023 |
 Norfolk Southern (NSC) | 0.34% | 0% | 20.32% | 12/19/2024 |
 Arista (ANET) | 0.34% | 0% | 16.47% | 7/18/2024 |
 Fox (FOX) | 0.33% | 0% | 19.79% | 2/1/2025 |
 Splunk Inc (SPLK) | 0.33% | 0% | 14.87% | 1/11/2024 |
 Palo Alto Networks (PANW) | 0.33% | 0% | 18.86% | 8/2/2024 |
 Salesforce (CRM) | 0.33% | 0% | 18.19% | 2/1/2025 |
 Progressive (PGR) | 0.33% | 0% | 19.92% | 8/30/2024 |
 Stryker (SYK) | 0.32% | 0% | 19.52% | 7/25/2023 |
 UnitedHealth (UNH) | 0.32% | 0% | 14.74% | 10/15/2024 |
 Eaton (ETN) | 0.32% | 0% | 18.19% | 6/26/2024 |
 ADP (ADP) | 0.32% | 0% | 20.05% | 2/1/2025 |
 Microchip (MCHP) | 0.32% | 0% | 14.21% | 11/22/2023 |
 Loews (L) | 0.32% | 0% | 20.72% | 8/30/2024 |
 Target (TGT) | 0.31% | 0% | 12.22% | 5/15/2024 |
 FICO (FICO) | 0.31% | 0% | 13.15% | 8/30/2024 |
 GE HealthCare (GEHC) | 0.31% | 0% | 12.75% | 5/23/2023 |
 Steel Dynamics (STLD) | 0.31% | 0% | 12.75% | 5/23/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.31% | 0% | 9.56% | 10/16/2023 |
 Visa (V) | 0.31% | 0% | 17.53% | 6/10/2024 |
 Lamb Weston (LW) | 0.3% | 0% | 14.74% | 5/23/2023 |
 Aflac (AFL) | 0.3% | 0% | 17.8% | 8/30/2024 |
 Quanta Services (PWR) | 0.3% | 0% | 12.88% | 6/15/2023 |
 Southern Co (SO) | 0.3% | 0% | 19.79% | 1/6/2025 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0.3% | 0% | 9.83% | 7/17/2024 |
 Marriott (MAR) | 0.3% | 0% | 19.12% | 7/31/2024 |
 Amazon (AMZN) | 0.29% | 0% | 16.07% | 6/28/2024 |
 Arthur J. Gallagher (AJG) | 0.29% | 0% | 18.06% | 8/8/2024 |
 UK100 Index (Non Expiry) (UK100) | 0.29% | 0% | 9.83% | 10/4/2024 |
 jaynemesis | 0.29% | 0% | 9.56% | 8/16/2023 |
 EA (EA) | 0.29% | 0% | 10.76% | 12/20/2023 |
 Verisk (VRSK) | 0.29% | 0% | 17.93% | 8/5/2024 |
 Dior (CDI.PA) | 0.29% | 0% | 9.96% | 5/24/2023 |
 Targa Resources (TRGP) | 0.28% | 0% | 15.41% | 2/1/2025 |
 Roper (ROP) | 0.28% | 0% | 12.75% | 7/24/2024 |
 Tesla (TSLA) | 0.28% | 0% | 13.55% | 12/27/2024 |
 Brown & Brown (BRO) | 0.28% | 0% | 18.19% | 6/26/2024 |
 Ingersoll Rand (IR) | 0.28% | 0% | 16.87% | 8/2/2024 |
 Capital One (COF) | 0.28% | 0% | 10.76% | 1/10/2024 |
 General Dynamics (GD) | 0.27% | 0% | 16.73% | 6/27/2024 |
 SAP (SAP.DE) | 0.27% | 0% | 15.01% | 10/31/2024 |
 Western Digital (WDC) | 0.27% | 0% | 15.41% | 7/17/2024 |
 rubymza | 0.27% | 0% | 8.63% | 8/9/2023 |
 Intuit (INTU) | 0.27% | 0% | 16.6% | 5/1/2024 |
 Ulta (ULTA) | 0.26% | 0% | 15.54% | 5/22/2023 |
 Medtronic (MDT.US) | 0.26% | 0% | 17.13% | 11/20/2024 |
 Simon (SPG) | 0.25% | 0% | 9.56% | 1/3/2024 |
 Las Vegas Sands (LVS) | 0.25% | 0% | 14.34% | 5/23/2023 |
 Procter & Gamble (PG) | 0.25% | 0% | 16.47% | 11/4/2024 |
 News Corp (NWS) | 0.25% | 0% | 16.6% | 8/30/2024 |
 TJX (TJX) | 0.25% | 0% | 15.67% | 8/5/2024 |
 Marathon Petroleum (MPC) | 0.25% | 0% | 7.57% | 5/1/2024 |
 Linde (LIN) | 0.24% | 0% | 15.14% | 8/8/2023 |
 Travelers (TRV) | 0.24% | 0% | 15.14% | 3/6/2024 |
 GM (GM) | 0.24% | 0% | 10.89% | 3/6/2024 |
 Copart (CPRT) | 0.24% | 0% | 11.95% | 9/5/2024 |
 Regeneron (REGN) | 0.23% | 0% | 10.49% | 1/18/2024 |
 Citizens (CFG) | 0.23% | 0% | 13.68% | 2/1/2025 |
 Consumer Discret Select Sector SPDR (XLY) | 0.23% | 0% | 5.98% | 8/16/2024 |
 Transdigm (TDG) | 0.23% | 0% | 17.53% | 8/7/2024 |
 Welltower (WELL) | 0.23% | 0% | 11.42% | 6/6/2024 |
 Colgate (CL) | 0.23% | 0% | 14.74% | 10/25/2024 |
 Vertex (VRTX) | 0.23% | 0% | 8.5% | 2/2/2024 |
 Porsche (P911.DE) | 0.22% | 0% | 14.34% | 7/3/2023 |
 ServiceNow (NOW) | 0.22% | 0% | 14.61% | 8/2/2024 |
 Centrica (CNA.L) | 0.22% | 0% | 7.3% | 5/31/2023 |
 Verisign (VRSN) | 0.22% | 0% | 14.61% | 10/28/2024 |
 ASML (ASML) | 0.22% | 0% | 8.5% | 1/2/2024 |
 Cognizant (CTSH) | 0.22% | 0% | 8.5% | 8/30/2024 |
 Cboe (CBOE) | 0.21% | 0% | 13.15% | 8/30/2024 |
 Clorox (CLX) | 0.21% | 0% | 12.88% | 7/27/2023 |
 Leidos (LDOS) | 0.21% | 0% | 13.28% | 11/14/2024 |
 Synopsys (SNPS) | 0.21% | 0% | 11.16% | 2/13/2024 |
 Lululemon (LULU) | 0.2% | 0% | 8.37% | 2/16/2024 |
 Realty Income (O) | 0.2% | 0% | 12.48% | 1/17/2024 |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.2% | 0% | 8.76% | 12/3/2024 |
 First Solar (FSLR) | 0.2% | 0% | 8.9% | 5/4/2023 |
 General Mills (GIS) | 0.2% | 0% | 8.5% | 5/19/2023 |
 AbbVie (ABBV) | 0.2% | 0% | 12.48% | 11/11/2024 |
 Verizon (VZ) | 0.2% | 0% | 14.21% | 10/22/2024 |
 AEP (AEP) | 0.19% | 0% | 13.15% | 11/11/2024 |
 Thermo Fisher (TMO) | 0.19% | 0% | 10.49% | 1/24/2024 |
 Beiersdorf (BEI.DE) | 0.19% | 0% | 11.82% | 2/28/2024 |
 H&R Block (HRB) | 0.19% | 0% | 5.71% | 11/8/2023 |
 Energy Select Sector SPDR (XLE) | 0.19% | 0% | 7.84% | 8/5/2024 |
 O'Reilly Auto (ORLY) | 0.19% | 0% | 7.3% | 2/12/2024 |
 BorgWarner (BWA) | 0.19% | 0% | 6.11% | 3/10/2023 |
 Broadridge (BR) | 0.19% | 0% | 11.82% | 8/30/2024 |
 BD (BDX) | 0.19% | 0% | 11.42% | 9/6/2023 |
 PCA (PKG) | 0.19% | 0% | 10.09% | 5/29/2024 |
 NVR (NVR) | 0.19% | 0% | 12.08% | 8/30/2024 |
 Berkshire Hathaway (BRK.B) | 0.19% | 0% | 12.88% | 11/4/2024 |
 Apple (AAPL) | 0.18% | 0% | 10.09% | 1/26/2024 |
 Boston Scientific (BSX.US) | 0.18% | 0% | 12.08% | 8/3/2023 |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 0.18% | 0% | 8.76% | 10/31/2024 |
 Kraft Heinz (KHC) | 0.18% | 0% | 12.22% | 10/30/2024 |
 PulteGroup (PHM) | 0.18% | 0% | 12.08% | 5/22/2024 |
 Builders FirstSource (BLDR) | 0.18% | 0% | 11.29% | 8/2/2024 |
 MAA (MAA) | 0.18% | 0% | 5.58% | 12/18/2024 |
 Frasers (FRAS) | 0.18% | 0% | 9.96% | 12/22/2023 |
 ChinaA50 Index (Non Expiry) (CHINA50) | 0.17% | 0% | 8.5% | 11/8/2024 |
 CVS Health (CVS) | 0.17% | 0% | 8.63% | 1/12/2024 |
 Analog Devices (ADI) | 0.17% | 0% | 10.76% | 7/14/2023 |
 LKQ (LKQ) | 0.17% | 0% | 11.02% | 5/25/2023 |
 NetEase (NTES) | 0.17% | 0% | 8.5% | 3/4/2024 |
 Johnson & Johnson (JNJ) | 0.17% | 0% | 11.02% | 11/5/2024 |
 Solvay (SOLB.BR) | 0.17% | 0% | 10.76% | 5/24/2023 |
 FRA40 Index (Non Expiry) (FRA40) | 0.17% | 0% | 6.64% | 10/1/2024 |
 Hershey (HSY) | 0.16% | 0% | 10.09% | 6/15/2023 |
 Ameriprise (AMP.US) | 0.16% | 0% | 10.89% | 7/16/2024 |
 BAE Systems (BA.L) | 0.16% | 0% | 9.43% | 5/5/2023 |
 The Hartford (HIG) | 0.16% | 0% | 9.69% | 6/26/2024 |
 Ross Stores (ROST) | 0.15% | 0% | 10.36% | 8/2/2024 |
 S&P Global (SPGI) | 0.15% | 0% | 6.37% | 2/7/2024 |
 Bank of America (BAC) | 0.15% | 0% | 7.57% | 1/10/2024 |
 Philip Morris (PM) | 0.15% | 0% | 10.36% | 11/6/2024 |
 Akamai (AKAM) | 0.15% | 0% | 9.56% | 8/30/2024 |
 Fastenal (FAST) | 0.15% | 0% | 9.56% | 1/29/2024 |
 Edenred (EDEN.PA) | 0.15% | 0% | 8.9% | 5/5/2023 |
 KLA (KLAC) | 0.15% | 0% | 8.9% | 12/20/2023 |
 W. R. Berkley (WRB.US) | 0.15% | 0% | 9.96% | 8/30/2024 |
 Phillips 66 (PSX) | 0.15% | 0% | 6.64% | 4/26/2024 |
 Gilead Sciences (GILD) | 0.14% | 0% | 8.76% | 1/22/2024 |
 Emerson (EMR) | 0.14% | 0% | 6.37% | 9/13/2023 |
 American Express (AXP) | 0.14% | 0% | 8.23% | 10/20/2023 |
 Baker Hughes (BKR) | 0.14% | 0% | 8.63% | 8/8/2023 |
 Burberry (BRBY.L) | 0.14% | 0% | 8.9% | 5/18/2023 |
 Keurig Dr Pepper (KDP) | 0.14% | 0% | 9.96% | 10/24/2024 |
 West Pharma (WST) | 0.14% | 0% | 6.77% | 1/12/2024 |
 Lagardere (MMB.PA) | 0.14% | 0% | 9.16% | 8/8/2023 |
 Lowe's (LOW) | 0.14% | 0% | 8.76% | 1/3/2024 |
 Wabtec (WAB) | 0.14% | 0% | 8.9% | 2/14/2024 |
 Valero (VLO) | 0.14% | 0% | 6.64% | 5/30/2023 |
 Chipotle (CMG) | 0.13% | 0% | 7.7% | 4/6/2023 |
 Deutsche Bank (DBK.DE) | 0.13% | 0% | 6.64% | 11/27/2024 |
 Williams (WMB) | 0.13% | 0% | 7.7% | 8/18/2023 |
 Cooper (COO) | 0.13% | 0% | 7.97% | 8/8/2023 |
 Deutsche Telekom (DTE.DE) | 0.13% | 0% | 8.1% | 12/9/2024 |
 Dow (DOW) | 0.13% | 0% | 7.84% | 3/6/2024 |
 Coca Cola Hellenic (CCH.L) | 0.12% | 0% | 7.17% | 5/15/2023 |
 Wolters Kluwer (WKL.NV) | 0.12% | 0% | 9.03% | 2/28/2024 |
 AMD (AMD) | 0.12% | 0% | 7.3% | 1/30/2024 |
 Molina (MOH) | 0.12% | 0% | 5.44% | 3/28/2024 |
 Hermes (RMS.PA) | 0.12% | 0% | 6.91% | 5/9/2023 |
 Lam Research (LRCX) | 0.12% | 0% | 5.71% | 5/10/2024 |
 BMW (BMW.DE) | 0.12% | 0% | 7.44% | 7/31/2023 |
 Expeditors (EXPD) | 0.12% | 0% | 4.78% | 8/8/2023 |
 Union Pacific (UNP) | 0.12% | 0% | 7.7% | 10/7/2024 |
 Intel (INTC) | 0.12% | 0% | 6.77% | 1/26/2024 |
 Schlumberger (SLB) | 0.11% | 0% | 5.71% | 3/9/2023 |
 Halliburton (HAL) | 0.11% | 0% | 5.44% | 10/5/2023 |
 Mohawk (MHK) | 0.11% | 0% | 3.72% | 12/4/2024 |
 Textron (TXT) | 0.11% | 0% | 7.3% | 4/11/2024 |
 BIC (BB.PA) | 0.11% | 0% | 6.64% | 10/25/2023 |
 Munich Re (MUV2.DE) | 0.11% | 0% | 7.17% | 6/20/2023 |
 Nucor (NUE) | 0.11% | 0% | 6.37% | 8/24/2023 |
 Dover (DOV) | 0.1% | 0% | 6.91% | 3/17/2023 |
 Disney (DIS) | 0.1% | 0% | 6.51% | 2/22/2024 |
 ConocoPhillips (COP) | 0.1% | 0% | 8.1% | 8/30/2024 |
 Exelon (EXC) | 0.1% | 0% | 5.44% | 11/10/2023 |
 Uber (UBER) | 0.1% | 0% | 7.04% | 7/17/2024 |
 Severn Trent (SVT.L) | 0.1% | 0% | 6.37% | 5/24/2023 |
 Cardinal Health (CAH) | 0.1% | 0% | 6.51% | 3/13/2024 |
 Marvell (MRVL) | 0.1% | 0% | 5.98% | 2/9/2024 |
 Digital Realty (DLR) | 0.1% | 0% | 6.37% | 7/25/2024 |
 United Rentals (URI) | 0.1% | 0% | 4.91% | 1/17/2024 |
 Vulcan Materials (VMC) | 0.1% | 0% | 6.91% | 6/20/2024 |
 J.B.Hunt (JBHT) | 0.1% | 0% | 5.84% | 8/4/2023 |
 ICE (ICE) | 0.1% | 0% | 7.44% | 5/29/2024 |
 Baxter (BAX) | 0.1% | 0% | 6.11% | 1/17/2024 |
 Seagate (STX.US) | 0.09% | 0% | 5.84% | 1/30/2024 |
 Consumer Staples Select Sector SPDR (XLP) | 0.09% | 0% | 1.06% | 8/3/2023 |
 Wynn Resorts (WYNN) | 0.09% | 0% | 5.58% | 2/17/2023 |
 Hormel (HRL) | 0.09% | 0% | 5.44% | 9/1/2023 |
 Prudential (PRU) | 0.09% | 0% | 5.05% | 6/26/2024 |
 Broadcom (AVGO) | 0.09% | 0% | 3.59% | 3/8/2024 |
 IDEXX (IDXX) | 0.09% | 0% | 5.44% | 8/1/2023 |
 Align (ALGN) | 0.09% | 0% | 5.84% | 1/4/2024 |
 Snap-on (SNA) | 0.09% | 0% | 4.52% | 3/13/2023 |
 Celanese (CE) | 0.09% | 0% | 5.58% | 8/2/2023 |
 Johnson Controls (JCI) | 0.09% | 0% | 5.58% | 8/2/2023 |
 Howmet Aerospace (HWM) | 0.09% | 0% | 5.44% | 8/1/2023 |
 Intertek (ITRK.L) | 0.09% | 0% | 5.71% | 8/18/2023 |
 Aon (AON) | 0.09% | 0% | 6.37% | 7/12/2023 |
 Cigna (CI) | 0.09% | 0% | 5.84% | 8/31/2023 |
 Best Buy (BBY) | 0.09% | 0% | 3.72% | 8/4/2023 |
 DexCom (DXCM) | 0.09% | 0% | 4.91% | 12/20/2023 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.09% | 0% | 2.92% | 7/24/2024 |
 Chubb (CB) | 0.08% | 0% | 4.25% | 11/30/2023 |
 Masco (MAS) | 0.08% | 0% | 3.98% | 11/18/2024 |
 Siemens (SIE.DE) | 0.08% | 0% | 4.12% | 4/9/2024 |
 Altria (MO) | 0.08% | 0% | 5.84% | 10/7/2024 |
 FedEx (FDX) | 0.08% | 0% | 5.18% | 10/12/2023 |
 ANSYS (ANSS) | 0.08% | 0% | 4.65% | 1/16/2024 |
 Honeywell (HON) | 0.08% | 0% | 5.05% | 1/3/2024 |
 Amphenol (APH) | 0.08% | 0% | 5.18% | 7/3/2023 |
 CSX (CSX) | 0.08% | 0% | 5.31% | 8/13/2024 |
 Albemarle (ALB) | 0.08% | 0% | 5.18% | 6/15/2023 |
 Pentair (PNR) | 0.08% | 0% | 5.31% | 6/25/2024 |
 Glad1988 | 0.08% | 0% | 4.65% | 5/19/2023 |
 Okta (OKTA) | 0.08% | 0% | 4.78% | 1/4/2024 |
 Otis (OTIS) | 0.07% | 0% | 4.78% | 3/15/2023 |
 Home Depot (HD) | 0.07% | 0% | 3.45% | 9/7/2023 |
 Qualcomm (QCOM) | 0.07% | 0% | 4.78% | 9/20/2023 |
 Airbnb (ABNB) | 0.07% | 0% | 4.52% | 2/14/2024 |
 US Bancorp (USB) | 0.07% | 0% | 4.91% | 3/14/2024 |
 Chevron (CVX) | 0.07% | 0% | 3.98% | 10/23/2023 |
 Dollar Tree (DLTR) | 0.07% | 0% | 3.45% | 1/11/2024 |
 Freeport-McMoRan (FCX) | 0.07% | 0% | 4.38% | 11/27/2023 |
 Fresenius Medical Care (FME.DE) | 0.07% | 0% | 4.38% | 9/1/2023 |
 Cummins (CMI) | 0.07% | 0% | 4.52% | 3/13/2023 |
 Deckers (DECK) | 0.07% | 0% | 4.25% | 6/13/2024 |
 Global Payments (GPN) | 0.07% | 0% | 3.32% | 9/1/2023 |
 Principal Financial (PFG) | 0.07% | 0% | 4.38% | 5/24/2023 |
 Cincinnati Financial (CINF) | 0.07% | 0% | 4.12% | 3/2/2023 |
 Parker-Hannifin (PH) | 0.07% | 0% | 4.65% | 6/14/2024 |
 Fresenius (FRE.DE) | 0.07% | 0% | 4.12% | 12/27/2023 |
 CDW (CDW) | 0.07% | 0% | 4.12% | 8/16/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.06% | 0% | 1.2% | 4/11/2024 |
 Fortive (FTV) | 0.06% | 0% | 4.25% | 3/10/2023 |
 Oracle (ORCL) | 0.06% | 0% | 3.98% | 9/11/2023 |
 Carnival (CCL) | 0.06% | 0% | 4.25% | 8/1/2023 |
 D.R. Horton (DHI) | 0.06% | 0% | 5.05% | 1/23/2024 |
 CF Industries (CF) | 0.06% | 0% | 3.85% | 10/25/2023 |
 Huntington (HBAN) | 0.06% | 0% | 4.12% | 3/10/2023 |
 Partners Group (PGHN.ZU) | 0.06% | 0% | 3.98% | 3/25/2024 |
 Lennar (LEN) | 0.06% | 0% | 1.99% | 1/23/2024 |
 Volkswagen (VOW3.DE) | 0.06% | 0% | 4.12% | 8/5/2024 |
 Airbus (AIR.PA) | 0.06% | 0% | 4.12% | 4/5/2024 |
 Saab (SAABB.ST) | 0.06% | 0% | 3.85% | 4/9/2024 |
 Corning (GLW) | 0.06% | 0% | 3.72% | 2/3/2023 |
 Autodesk (ADSK) | 0.06% | 0% | 3.72% | 8/30/2024 |
 Comcast (CMCSA) | 0.06% | 0% | 3.72% | 10/20/2023 |
 Ventas (VTR) | 0.06% | 0% | 3.59% | 2/3/2023 |
 Nordson (NDSN) | 0.06% | 0% | 1.99% | 2/21/2023 |
 Caterpillar (CAT) | 0.06% | 0% | 3.72% | 8/16/2023 |
 Hess (HES) | 0.06% | 0% | 3.72% | 2/28/2023 |
 Glencore (GLEN.L) | 0.06% | 0% | 3.72% | 5/11/2023 |
 Infineon (IFX.DE) | 0.06% | 0% | 3.59% | 4/26/2023 |
 Quest Diagnostics (DGX) | 0.06% | 0% | 3.72% | 8/16/2023 |
 Estee Lauder (EL) | 0.06% | 0% | 3.59% | 2/2/2023 |
 UHS (UHS) | 0.06% | 0% | 3.59% | 2/24/2023 |
 Allianz (ALV.DE) | 0.06% | 0% | 3.85% | 11/8/2024 |
 Franklin Resources (BEN) | 0.06% | 0% | 3.45% | 6/15/2023 |
 eBay (EBAY) | 0.06% | 0% | 3.59% | 1/4/2024 |
 Walgreens (WBA) | 0.06% | 0% | 3.45% | 10/18/2023 |
 Mowi (MOWI.OL) | 0.05% | 0% | 3.32% | 9/14/2023 |
 EPAM (EPAM) | 0.05% | 0% | 3.59% | 8/16/2023 |
 Cisco (CSCO) | 0.05% | 0% | 3.45% | 9/15/2023 |
 Adobe (ADBE) | 0.05% | 0% | 3.45% | 9/13/2024 |
 Darden (DRI) | 0.05% | 0% | 3.45% | 2/2/2023 |
 State Street (STT) | 0.05% | 0% | 3.32% | 2/22/2023 |
 Ethereum (ETH) | 0.05% | 0% | 2.66% | 3/14/2024 |
 AptarGroup (ATR) | 0.05% | 0% | 10.49% | 11/15/2023 |
 Ashtead (AHT.L) | 0.05% | 0% | 3.32% | 3/4/2024 |
 FactSet (FDS) | 0.05% | 0% | 2.12% | 4/23/2024 |
 Arch Capital (ACGL) | 0.05% | 0% | 2.92% | 5/22/2023 |
 Goldman Sachs (GS) | 0.05% | 0% | 3.19% | 3/2/2023 |
 Caesars (CZR) | 0.05% | 0% | 2.92% | 8/2/2023 |
 HOCHTIEF (HOT.DE) | 0.05% | 0% | 3.19% | 6/29/2023 |
 DSV (DSV.CO) | 0.05% | 0% | 1.46% | 7/7/2023 |
 Rolls-Royce (RR.L) | 0.05% | 0% | 3.05% | 8/31/2023 |
 Take-Two (TTWO) | 0.05% | 0% | 3.05% | 2/5/2024 |
 Air Products (APD) | 0.05% | 0% | 2.92% | 8/2/2023 |
 Allstate (ALL) | 0.05% | 0% | 1.59% | 1/13/2023 |
 Charter (CHTR) | 0.05% | 0% | 3.19% | 9/19/2023 |
 CBRE (CBRE) | 0.04% | 0% | 3.05% | 2/2/2023 |
 Alaska Air (ALK) | 0.04% | 0% | 2.66% | 2/3/2023 |
 Church & Dwight (CHD) | 0.04% | 0% | 2.92% | 2/9/2024 |
 AIXTRON (AIXA.DE) | 0.04% | 0% | 2.79% | 6/15/2023 |
 Moderna (MRNA) | 0.04% | 0% | 2.66% | 1/3/2024 |
 Pfizer (PFE) | 0.04% | 0% | 2.66% | 12/29/2023 |
 Bath & Body Works (BBWI) | 0.04% | 0% | 2.66% | 8/11/2023 |
 SalMar (SALM.OL) | 0.04% | 0% | 2.52% | 9/6/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.04% | 0% | 1.46% | 3/18/2024 |
 PTC (PTC) | 0.04% | 0% | 2.92% | 3/22/2024 |
 Wells Fargo (WFC) | 0.04% | 0% | 2.92% | 9/6/2024 |
 Tapestry (TPR) | 0.04% | 0% | 2.39% | 1/23/2023 |
 Avery Dennison (AVY) | 0.04% | 0% | 2.52% | 1/25/2023 |
 Carrier (CARR) | 0.04% | 0% | 2.52% | 6/15/2023 |
 Hewlett Packard Enterprise (HPE) | 0.04% | 0% | 2.52% | 2/22/2023 |
 Kinder Morgan (KMI) | 0.04% | 0% | 2.52% | 1/30/2023 |
 Old Dominion (ODFL) | 0.04% | 0% | 2.39% | 1/2/2024 |
 BlackRock (BLK) | 0.04% | 0% | 2.39% | 7/5/2023 |
 Hexagon B (HEXA-B.ST) | 0.04% | 0% | 2.52% | 3/27/2024 |
 Corpay (CPAY) | 0.04% | 0% | 2.39% | 2/6/2024 |
 Royal Caribbean (RCL) | 0.04% | 0% | 2.26% | 2/10/2023 |
 Bunge (BG) | 0.04% | 0% | 2.26% | 8/10/2023 |
 WPP (WPP.L) | 0.04% | 0% | 2.26% | 3/10/2023 |
 CMS Energy (CMS) | 0.04% | 0% | 2.26% | 1/18/2023 |
 Regions (RF) | 0.04% | 0% | 2.26% | 2/10/2023 |
 International Paper (IP) | 0.04% | 0% | 2.12% | 8/4/2023 |
 TMTG (DJT) | 0.03% | 0% | 2.12% | 10/12/2023 |
 PSEG (PEG) | 0.03% | 0% | 2.26% | 1/18/2023 |
 Duke Energy (DUK) | 0.03% | 0% | 2.26% | 1/18/2023 |
 CoStar (CSGP) | 0.03% | 0% | 3.72% | 6/15/2023 |
 HP (HPQ) | 0.03% | 0% | 1.86% | 12/6/2023 |
 Morgan Stanley (MS) | 0.03% | 0% | 2.26% | 12/6/2023 |
 DTE Energy (DTE) | 0.03% | 0% | 2.26% | 1/18/2023 |
 Texas Instruments (TXN) | 0.03% | 0% | 2.26% | 12/20/2023 |
 Genuine Parts (GPC) | 0.03% | 0% | 2.26% | 3/13/2023 |
 Driverless | 0.03% | 0% | 1.33% | 8/10/2023 |
 Citi (C) | 0.03% | 0% | 2.12% | 6/2/2023 |
 Stanley Black & Decker (SWK) | 0.03% | 0% | 2.12% | 8/25/2023 |
 JD.com (JD.US) | 0.03% | 0% | 1.99% | 1/2/2024 |
 Allegion (ALLE) | 0.03% | 0% | 2.12% | 6/15/2023 |
 Aptiv (APTV) | 0.03% | 0% | 1.99% | 2/22/2023 |
 Swiss Re (SREN.ZU) | 0.03% | 0% | 5.31% | 11/15/2023 |
 Hologic (HOLX) | 0.03% | 0% | 1.99% | 2/17/2023 |
 DocuSign (DOCU) | 0.03% | 0% | 1.86% | 8/30/2024 |
 Kohl's (KSS) | 0.03% | 0% | 1.99% | 2/17/2023 |
 Hasbro (HAS) | 0.03% | 0% | 1.86% | 9/14/2023 |
 Boeing (BA) | 0.03% | 0% | 2.39% | 1/19/2023 |
 ConEd (ED) | 0.03% | 0% | 1.2% | 1/10/2023 |
 Match Group (MTCH) | 0.03% | 0% | 3.45% | 1/9/2024 |
 Atlassian (TEAM) | 0.03% | 0% | 1.73% | 6/7/2023 |
 Viatris (VTRS) | 0.03% | 0% | 1.86% | 2/2/2023 |
 American Water (AWK) | 0.03% | 0% | 1.86% | 1/18/2023 |
 News Corp (NWSA) | 0.03% | 0% | 1.99% | 4/8/2024 |
 Petrobras (PBR) | 0.03% | 0% | 1.86% | 2/13/2024 |
 Westrock (SW) | 0.03% | 0% | 1.99% | 4/3/2024 |
 SCA (SCAB.ST) | 0.03% | 0% | 1.59% | 8/30/2023 |
 BBVA (BBVA.MC) | 0.02% | 0% | 1.59% | 3/15/2023 |
 Charles Schwab (SCHW) | 0.02% | 0% | 1.59% | 1/13/2023 |
 NXP (NXPI) | 0.02% | 0% | 1.46% | 12/5/2023 |
 Delta (DAL) | 0.02% | 0% | 1.59% | 2/7/2023 |
 Zebra (ZBRA) | 0.02% | 0% | 1.59% | 2/14/2023 |
 PDD Holdings (PDD) | 0.02% | 0% | 1.33% | 10/16/2023 |
 CRH (CRH.L) | 0.02% | 0% | 1.73% | 8/24/2023 |
 Keysight Technologies (KEYS) | 0.02% | 0% | 1.46% | 10/31/2024 |
 Zoetis (ZTS) | 0.02% | 0% | 1.46% | 1/16/2024 |
 PayPal (PYPL) | 0.02% | 0% | 1.46% | 1/25/2024 |
 SMA (S92.DE) | 0.02% | 0% | 1.46% | 6/5/2023 |
 Kirby (KEX) | 0.02% | 0% | 3.05% | 9/19/2023 |
 Unilever (ULVR.L) | 0.02% | 0% | 1.33% | 7/6/2023 |
 Evergy (EVRG) | 0.02% | 0% | 1.33% | 1/13/2023 |
 Teradyne (TER) | 0.02% | 0% | 1.33% | 2/3/2023 |
 iShares MSCI Germany ETF (EWG) | 0.02% | 0% | 0.66% | 5/31/2023 |
 ExxonMobil (XOM) | 0.02% | 0% | 1.2% | 10/5/2023 |
 Datadog (DDOG) | 0.02% | 0% | 1.2% | 10/2/2023 |
 US Dollar Index (Non Expiry) (USDOLLAR) | 0.02% | 0% | 0.66% | 10/29/2024 |
 Omnicom (OMC) | 0.02% | 0% | 1.2% | 1/10/2023 |
 MercadoLibre (MELI) | 0.02% | 0% | 1.46% | 9/19/2023 |
 Centene (CNC) | 0.02% | 0% | 1.2% | 7/28/2023 |
 ConAgra (CAG) | 0.02% | 0% | 1.2% | 1/12/2023 |
 Pool Corp. (POOL) | 0.02% | 0% | 1.2% | 2/3/2023 |
 Antofagasta (ANTO.L) | 0.02% | 0% | 1.2% | 3/10/2023 |
 Prologis (PLD) | 0.02% | 0% | 1.2% | 2/2/2023 |
 Eversource (ES) | 0.02% | 0% | 1.2% | 2/3/2023 |
 Cardano (ADA) | 0.02% | 0% | 1.99% | 8/25/2024 |
 VICI Properties (VICI) | 0.02% | 0% | 1.2% | 3/1/2023 |
 Pinnacle West (PNW) | 0.02% | 0% | 1.2% | 1/10/2023 |
 Agilent (A) | 0.02% | 0% | 1.2% | 1/20/2023 |
 Ralph Lauren (RL) | 0.02% | 0% | 1.2% | 2/2/2023 |
 Baidu (BIDU) | 0.02% | 0% | 1.2% | 11/17/2023 |
 Workday (WDAY) | 0.02% | 0% | 1.06% | 9/1/2023 |
 UPS (UPS) | 0.02% | 0% | 1.46% | 1/16/2024 |
 Biogen (BIIB) | 0.02% | 0% | 1.06% | 9/25/2023 |
 Incyte (INCY) | 0.02% | 0% | 1.06% | 2/2/2023 |
 KBC (KBC.BR) | 0.02% | 0% | 1.06% | 3/10/2023 |
 Roku (ROKU) | 0.02% | 0% | 0.93% | 2/9/2023 |
 Compass Group (CPG.L) | 0.02% | 0% | 1.06% | 1/9/2023 |
 AMETEK (AME) | 0.02% | 0% | 1.06% | 7/19/2023 |
 ABN AMRO (ABN.NV) | 0.02% | 0% | 1.06% | 8/15/2023 |
 First Republic Bank (FRCB) | 0.02% | 0% | 1.06% | 2/10/2023 |
 PepsiCo (PEP) | 0.01% | 0% | 0.93% | 9/21/2023 |
 Communication Services Select Sector SPDR Fund (XLC) | 0.01% | 0% | 0.93% | 8/9/2023 |
 ADM (ADM) | 0.01% | 0% | 0.93% | 8/14/2023 |
 Garmin (GRMN) | 0.01% | 0% | 0.93% | 8/9/2023 |
 PVH (PVH) | 0.01% | 0% | 0.93% | 1/16/2024 |
 Skyworks (SWKS) | 0.01% | 0% | 0.93% | 6/21/2023 |
 Zions (ZION) | 0.01% | 0% | 0.93% | 2/9/2023 |
 Dentsply Sirona (XRAY) | 0.01% | 0% | 0.93% | 2/9/2023 |
 Equifax (EFX) | 0.01% | 0% | 0.93% | 2/9/2023 |
 ResMed (RMD) | 0.01% | 0% | 0.93% | 1/31/2023 |
 Globe Life (GL) | 0.01% | 0% | 0.93% | 11/4/2024 |
 Renault (RNO.PA) | 0.01% | 0% | 0.93% | 3/10/2023 |
 Ford (F) | 0.01% | 0% | 0.8% | 9/18/2023 |
 Standard Chartered (STAN.L) | 0.01% | 0% | 0.8% | 8/15/2023 |
 Fifth Third (FITB) | 0.01% | 0% | 0.8% | 2/6/2023 |
 RWE (RWE.DE) | 0.01% | 0% | 0.8% | 3/8/2023 |
 DaVita (DVA) | 0.01% | 0% | 0.8% | 6/14/2023 |
 Lucid (LCID) | 0.01% | 0% | 0.66% | 10/5/2023 |
 Solana (SOL) | 0.01% | 0% | 0.8% | 7/14/2024 |
 Vanguard Value ETF (VTV) | 0.01% | 0% | 0.8% | 1/23/2023 |
 Fortinet (FTNT) | 0.01% | 0% | 0.66% | 9/12/2023 |
 Zoom (ZM) | 0.01% | 0% | 0.66% | 12/13/2023 |
 Tractor Supply (TSCO) | 0.01% | 0% | 0.66% | 1/6/2023 |
 Weyerhaeuser (WY) | 0.01% | 0% | 0.66% | 2/6/2023 |
 Etsy (ETSY) | 0.01% | 0% | 0.66% | 2/7/2023 |
 Starbucks (SBUX) | 0.01% | 0% | 0.66% | 1/18/2023 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.01% | 0% | 0.93% | 8/16/2023 |
 Charles River Labs (CRL) | 0.01% | 0% | 0.66% | 2/7/2023 |
 Devon Energy (DVN) | 0.01% | 0% | 0.53% | 9/29/2023 |
 Fiserv (FI) | 0.01% | 0% | 0.53% | 1/5/2023 |
 Atmos (ATO) | 0.01% | 0% | 0.53% | 2/24/2023 |
 HUGO BOSS (BOSS.DE) | 0.01% | 0% | 0.53% | 6/6/2023 |
 Mettler-Toledo (MTD) | 0.01% | 0% | 0.53% | 2/10/2023 |
 DXC Technology (DXC) | 0.01% | 0% | 0.53% | 2/6/2023 |
 Gartner (IT) | 0.01% | 0% | 0.66% | 2/7/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.13% | 10/18/2024 |
 Sherwin-Williams (SHW) | 0.01% | 0% | 0.4% | 8/17/2023 |
 AvalonBay (AVB) | 0.01% | 0% | 0.4% | 6/15/2023 |
 Nestle (NESN.ZU) | 0.01% | 0% | 0.4% | 2/22/2024 |
 IFF (IFF) | 0.01% | 0% | 0.4% | 1/13/2023 |
 SES (SESG.PA) | 0.01% | 0% | 0.4% | 4/15/2024 |
 Supermicro (SMCI) | 0.01% | 0% | 2.39% | 7/1/2024 |
 AES (AES) | 0% | 0% | 0.27% | 1/3/2023 |
 ITW (ITW) | 0% | 0% | 0.27% | 8/18/2023 |
 Norwegian Cruise Line (NCLH) | 0% | 0% | 0.27% | 1/18/2024 |
 Micron (MU) | 0% | 0% | 0.27% | 1/10/2024 |
 NextEra (NEE) | 0% | 0% | 0.13% | 1/13/2023 |
 Dayforce (DAY) | 0% | 0% | 0.27% | 8/2/2023 |
 HeidelbergCement (HEI.DE) | 0% | 0% | 0.27% | 10/30/2024 |
 KION (KGX.DE) | 0% | 0% | 0.27% | 10/30/2024 |
 Mirati Therapeutics Inc (MRTX) | 0% | 0% | 0.13% | 9/26/2023 |
 Jacobs (J) | 0% | 0% | 0.13% | 8/4/2023 |
 Edison (EIX) | 0% | 0% | 0.13% | 1/6/2023 |
 Marsh & McLennan (MMC) | 0% | 0% | 0.13% | 8/4/2023 |
 Truist (TFC) | 0% | 0% | 0.13% | 1/24/2023 |
 American Tower (AMT) | 0% | 0% | 0.13% | 2/3/2023 |
 Polygon Ecosystem (ex Matic) (POL) | 0% | 0% | 0.13% | 3/3/2024 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0% | 0% | 0.13% | 2/14/2024 |
 GE Vernova (GEV) | 0% | 0% | 0.27% | 4/5/2024 |
 XRP (XRP) | 0% | 0% | 0.13% | 3/3/2024 |
 Revolution Medicines (RVMD) | 0% | 0% | 0.4% | 8/28/2023 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0% | 0% | 0.13% | 5/29/2024 |
 Uniswap (UNI) | 0% | 0% | 0.13% | 3/11/2024 |
 Silver (Non Expiry) (SILVER) | 0% | 0% | 0.13% | 7/11/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 ETF (SPY) | 19.9% | 19.42% |
| Bitcoin (BTC) | 6.63% | 6.1% |
| Expedia (EXPE) | 3.31% | 3.68% |
| Moody's (MCO) | 3.32% | 3.39% |
| MTU Aero Engines (MTX.DE) | 3.32% | 3.35% |
| MetLife (MET) | 3.32% | 3.24% |
| Fox (FOX) | 1.66% | 1.95% |
| Walmart (WMT) | 1.66% | 1.91% |
| Targa Resources (TRGP) | 1.66% | 1.85% |
| BNY Mellon (BK) | 1.66% | 1.85% |
| Salesforce (CRM) | 1.66% | 1.83% |
| AT&T (T) | 1.66% | 1.81% |
| Mastercard (MA) | 1.66% | 1.78% |
| Xcel Energy (XEL) | 1.66% | 1.76% |
| Paychex (PAYX) | 1.66% | 1.74% |
| ADP (ADP) | 1.66% | 1.74% |
| Booking (BKNG) | 1.66% | 1.7% |
| Citizens (CFG) | 1.66% | 1.69% |
| McDonald's (MCD) | 1.66% | 1.65% |
| 3M (MMM) | 1.66% | 1.59% |
| Raytheon (RTX) | 1.66% | 1.56% |
| Trane (TT) | 1.66% | 1.53% |
| Southern Co (SO) | 1.66% | 1.51% |