Portfolio Diversification
Range
Most Diversified
17 instruments
November 19, 2024
Least Diversified
0 instruments
November 8, 2024
Average
12 instruments
Most Consistent Holdings
Top 5
BA70.11%
UAL58.62%
TSLA57.47%
WMB56.32%
NFLX51.72%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since November 8, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Boeing (BA) | 6% | 0% | 70.11% | 2/1/2025 |
| Tesla (TSLA) | 4.74% | 0% | 57.47% | 2/1/2025 |
 Brinker Intl. (EAT) | 4.19% | 0% | 51.72% | 1/2/2025 |
| United Airlines (UAL) | 3.47% | 0% | 58.62% | 1/2/2025 |
| Netflix (NFLX) | 3.21% | 0% | 51.72% | 1/2/2025 |
| Williams (WMB) | 3.18% | 0% | 56.32% | 2/1/2025 |
 Walmart (WMT) | 3.05% | 0% | 48.28% | 1/2/2025 |
 BlackStone (BX) | 2.86% | 0% | 51.72% | 1/2/2025 |
 Meta (META) | 2.77% | 0% | 29.89% | 2/1/2025 |
 Amazon (AMZN) | 2.69% | 0% | 29.89% | 2/1/2025 |
 Apple (AAPL) | 2.51% | 0% | 35.63% | 1/2/2025 |
 Alphabet (GOOGL) | 2.51% | 0% | 29.89% | 2/1/2025 |
 GM (GM) | 2.36% | 0% | 35.63% | 12/12/2024 |
 Royal Caribbean (RCL) | 2.15% | 0% | 43.68% | 1/2/2025 |
 Kinder Morgan (KMI) | 2.05% | 0% | 28.74% | 2/1/2025 |
 Uber (UBER) | 1.98% | 0% | 28.74% | 2/1/2025 |
 DT Midstream (DTM) | 1.74% | 0% | 28.74% | 12/13/2024 |
 Xcel Energy (XEL) | 1.72% | 0% | 28.74% | 12/13/2024 |
 First Solar (FSLR) | 1.59% | 0% | 26.44% | 1/30/2025 |
 Dollar Tree (DLTR) | 1.52% | 0% | 32.18% | 1/30/2025 |
 Hims & Hers (HIMS) | 1.4% | 0% | 24.14% | 1/2/2025 |
 ASML (ASML) | 1.32% | 0% | 22.99% | 1/2/2025 |
 Baker Hughes (BKR) | 1.24% | 0% | 21.84% | 2/1/2025 |
 Warner Bros Discovery (WBD) | 1.22% | 0% | 17.24% | 12/17/2024 |
 Delta (DAL) | 1.05% | 0% | 22.99% | 12/2/2024 |
 MPLX (MPLX) | 1.04% | 0% | 26.44% | 1/30/2025 |
 Chevron (CVX) | 1.01% | 0% | 19.54% | 1/30/2025 |
 Procter & Gamble (PG) | 0.99% | 0% | 16.09% | 12/2/2024 |
 Verizon (VZ) | 0.96% | 0% | 16.09% | 12/2/2024 |
 Occidental (OXY) | 0.95% | 0% | 19.54% | 1/30/2025 |
 Pampa Energia (PAM) | 0.93% | 0% | 16.09% | 12/2/2024 |
 Live Nation (LYV) | 0.92% | 0% | 19.54% | 12/12/2024 |
 Petrobras (PBR) | 0.81% | 0% | 16.09% | 12/2/2024 |
 Schlumberger (SLB) | 0.67% | 0% | 19.54% | 1/30/2025 |
 Goodyear (GT) | 0.64% | 0% | 11.49% | 12/12/2024 |
 Broadcom (AVGO) | 0.6% | 0% | 10.34% | 12/26/2024 |
 NVIDIA (NVDA) | 0.5% | 0% | 12.64% | 11/22/2024 |
 Alaska Air (ALK) | 0.44% | 0% | 8.05% | 11/25/2024 |
 Bank of America (BAC) | 0.35% | 0% | 11.49% | 11/22/2024 |
 DraftKings (DKNG) | 0.35% | 0% | 5.75% | 12/17/2024 |
 Palantir (PLTR) | 0.29% | 0% | 4.6% | 12/17/2024 |
 Penn National (PENN) | 0.25% | 0% | 4.6% | 12/17/2024 |
 Victoria's Secret (VSCO) | 0.22% | 0% | 3.45% | 11/21/2024 |
 TSMC (TSM) | 0.18% | 0% | 8.05% | 11/18/2024 |
 Global X MSCI Argentina ETF (ARGT) | 0.1% | 0% | 4.6% | 11/22/2024 |
 United Therapeutics (UTHR) | 0.05% | 0% | 4.6% | 11/15/2024 |
 Leidos (LDOS) | 0.03% | 0% | 3.45% | 11/14/2024 |
 Lockheed Martin (LMT) | 0.02% | 0% | 2.3% | 11/14/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Boeing (BA) | 9.89% | 10.68% |
| Netflix (NFLX) | 10.36% | 10.63% |
| Brinker Intl. (EAT) | 7.72% | 8.46% |
| Apple (AAPL) | 6.95% | 7.22% |
| United Airlines (UAL) | 6.22% | 6.73% |
| Walmart (WMT) | 6.2% | 6.32% |
| Tesla (TSLA) | 6.36% | 6.03% |
| ASML (ASML) | 5.93% | 5.67% |
| BlackStone (BX) | 5.65% | 5.32% |
| Hims & Hers (HIMS) | 6.59% | 5.19% |
| Royal Caribbean (RCL) | 5.09% | 4.8% |