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Portfolio Diversification
Range
Most Diversified
20 instruments
March 15, 2024
Least Diversified
0 instruments
February 2, 2025
Average
10.3 instruments
Most Consistent Holdings
Top 5
BTC67.5%
BIIB63.02%
NVDA60.71%
MSFT55.5%
DASH50.96%
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 |
|---|---|---|---|---|
| Bitcoin (BTC) | 42.29% | 0% | 67.5% | 11/22/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 17.25% | 50.72% | 48.38% | - |
| NVIDIA (NVDA) | 8.86% | 12.29% | 60.71% | - |
 Alphabet (GOOG) | 4.08% | 8.71% | 49.77% | - |
 Amazon (AMZN) | 3.04% | 4.3% | 49.77% | - |
| Microsoft (MSFT) | 2.69% | 3.29% | 55.5% | - |
 Mastercard (MA) | 2.52% | 4.06% | 48.91% | - |
| Biogen (BIIB) | 2.36% | 1.27% | 63.02% | - |
 Rheinmetall (RHM.DE) | 1.79% | 3.63% | 48.91% | - |
 Raytheon (RTX) | 1.26% | 0% | 22.61% | 7/29/2024 |
 Pfizer (PFE) | 1.2% | 0% | 34.74% | 1/30/2025 |
 L3Harris (LHX) | 0.99% | 0% | 12.2% | 2/20/2024 |
 Realty Income (O) | 0.98% | 1.46% | 48.91% | - |
 Apple (AAPL) | 0.96% | 1.82% | 48.91% | - |
 AMD (AMD) | 0.78% | 1.68% | 48.91% | - |
 WP Carey (WPC) | 0.73% | 1.04% | 48.91% | - |
 VICI Properties (VICI) | 0.72% | 0.79% | 48.91% | - |
 Adobe (ADBE) | 0.7% | 0.54% | 48.71% | - |
 PayPal (PYPL) | 0.66% | 0.74% | 48.91% | - |
 Qualcomm (QCOM) | 0.63% | 0% | 7.12% | 12/5/2023 |
 Starbucks (SBUX) | 0.5% | 0.78% | 48.91% | - |
| Dash (DASH) | 0.39% | 0% | 50.96% | 3/14/2024 |
 Coinbase (COIN) | 0.36% | 0% | 9.36% | 7/22/2024 |
 ExxonMobil (XOM) | 0.16% | 0% | 1.78% | 9/14/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.09% | 0% | 0.46% | 3/21/2024 |
 Monster Beverage (MNST) | 0.03% | 0.62% | 5.01% | - |
 Ethereum (ETH) | 0.03% | 0% | 0.46% | 2/4/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 44.29% | 39.66% |
| NVIDIA (NVDA) | 8.58% | 15.38% |
| Alphabet (GOOG) | 7.9% | 11.23% |
| Amazon (AMZN) | 6.18% | 5.59% |
| Mastercard (MA) | 6.18% | 5.39% |
| Microsoft (MSFT) | 6.11% | 5.01% |
| Rheinmetall (RHM.DE) | 2.06% | 4.7% |
| Apple (AAPL) | 2.4% | 2.24% |
| AMD (AMD) | 2.06% | 2.01% |
| Realty Income (O) | 2.06% | 1.53% |
| Biogen (BIIB) | 2.77% | 1.37% |
| WP Carey (WPC) | 1.37% | 1.11% |
| PayPal (PYPL) | 2.06% | 1.11% |
| VICI Properties (VICI) | 1.37% | 0.94% |
| Adobe (ADBE) | 2.06% | 0.9% |
| Starbucks (SBUX) | 1.37% | 0.85% |
Cash & Instruments Over Time
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