Portfolio Diversification
Range
Most Diversified
28 instruments
March 29, 2024
Least Diversified
0 instruments
February 2, 2025
Average
20.3 instruments
Most Consistent Holdings
Top 5
AAPL99.88%
TM99.88%
ULVR.L99.88%
VOOG99.88%
VOOV99.88%
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 |
|---|---|---|---|---|
 Nu (NU) | 31.16% | 37.34% | 99.88% | - |
 Ares Capital (ARCC) | 7.9% | 0% | 54.04% | 4/1/2024 |
| Vanguard S&P 500 Growth ETF (VOOG) | 6.09% | 6.19% | 99.88% | - |
| Vanguard S&P 500 Value ETF (VOOV) | 5.93% | 5.54% | 99.88% | - |
| Apple (AAPL) | 5.68% | 3.82% | 99.88% | - |
| Toyota (TM) | 4.87% | 4.56% | 99.88% | - |
 Amazon (AMZN) | 4.21% | 4.47% | 94.81% | - |
 Desktop Metal (DM) | 4.2% | 0% | 43.43% | 1/21/2025 |
 Tesla (TSLA) | 3.17% | 0% | 38.12% | 2/7/2025 |
 Suncor (SU) | 3.15% | 2.88% | 99.88% | - |
| Unilever (ULVR.L) | 2.99% | 1.13% | 99.88% | - |
 Realty Income (O) | 2.07% | 1.89% | 99.88% | - |
 LTC Properties (LTC.US) | 1.76% | 0% | 54.28% | 4/3/2024 |
 First Solar (FSLR) | 1.75% | 0% | 37.03% | 1/24/2025 |
 KBC (KBC.BR) | 1.4% | 1.65% | 94.45% | - |
 Kraft Heinz (KHC) | 1.4% | 0.57% | 99.88% | - |
 Li Auto (LI) | 1.25% | 2.99% | 46.68% | - |
 ArcelorMittal (MTS.MC) | 1.09% | 0.16% | 94.57% | - |
 Alibaba (BABA) | 0.79% | 1.41% | 58.02% | - |
 Disney (DIS) | 0.7% | 0% | 10.98% | 4/4/2023 |
 Albertsons (ACI) | 0.54% | 1.4% | 47.17% | - |
 Xometry (XMTR) | 0.48% | 1.14% | 46.68% | - |
 Rivian (RIVN) | 0.46% | 0% | 21.83% | 9/20/2024 |
 PayPal (PYPL) | 0.34% | 0% | 16.28% | 5/19/2023 |
 PepsiCo (PEP) | 0.32% | 1.85% | 25.21% | - |
 Fisker (FSRNQ) | 0.27% | 0% | 12.67% | 4/5/2024 |
 Volkswagen (VOW3.DE) | 0.25% | 1.26% | 24.85% | - |
 Novo-Nordisk (NVO) | 0.24% | 1.88% | 10.37% | - |
 FuturePayments | 0.23% | 0% | 8.56% | 4/3/2025 |
 ZIM (ZIM) | 0.23% | 1.34% | 83.23% | - |
 ASML (ASML) | 0.2% | 2.07% | 9.65% | - |
 Upstart (UPST) | 0.19% | 0% | 15.8% | 5/15/2023 |
 AT&T (T) | 0.16% | 0% | 15.08% | 5/9/2023 |
 Nio (NIO) | 0.12% | 0% | 15.08% | 5/9/2023 |
 MFA Financial (MFA) | 0.11% | 0% | 5.43% | 2/16/2023 |
 Skyworks (SWKS) | 0.1% | 0% | 5.07% | 2/13/2023 |
 Sirius XM (SIRI) | 0.09% | 0.39% | 21.35% | - |
 Pfizer (PFE) | 0.09% | 0% | 5.07% | 2/13/2023 |
 Petrobras (PBR.A) | 0.08% | 0.7% | 10.13% | - |
 NVIDIA (NVDA) | 0.07% | 0.66% | 9.65% | - |
 Phunware (PHUN) | 0.06% | 0.08% | 46.44% | - |
 Prospect Capital (PSEC) | 0.03% | 0% | 2.29% | 4/9/2024 |
 Ideanomics (IDEXQ) | 0.02% | 0% | 2.53% | 5/30/2023 |
 Aurora Cannabis (ACB) | 0.01% | 0% | 1.57% | 4/8/2024 |
 Weight Watchers (WW) | 0.01% | 0% | 2.29% | 4/10/2024 |
 Warner Bros Discovery (WBD) | 0% | 0% | 5.07% | 2/13/2023 |
 Bed Bath & Beyond Inc (BBBYQ) | 0% | 0% | 10.37% | 3/30/2023 |
 First Republic Bank (FRCB) | 0% | 0% | 0.72% | 5/15/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Nu (NU) | 19.71% | 30.34% |
| Tesla (TSLA) | 8.25% | 14.21% |
| Vanguard S&P 500 Growth ETF (VOOG) | 5.78% | 6.44% |
| Vanguard S&P 500 Value ETF (VOOV) | 5.7% | 5.41% |
| Amazon (AMZN) | 3.11% | 5.14% |
| Toyota (TM) | 5.23% | 4.56% |
| Apple (AAPL) | 2.98% | 4.4% |
| First Solar (FSLR) | 4.83% | 4.13% |
| Desktop Metal (DM) | 15.18% | 3.29% |
| Li Auto (LI) | 4.82% | 2.81% |
| Suncor (SU) | 2.75% | 2.7% |
| Xometry (XMTR) | 1.08% | 2% |
| Realty Income (O) | 2.65% | 1.57% |
| KBC (KBC.BR) | 1.8% | 1.4% |
| Albertsons (ACI) | 1.66% | 1.15% |
| ArcelorMittal (MTS.MC) | 1.69% | 1.14% |
| Volkswagen (VOW3.DE) | 1.51% | 1.14% |
| Alibaba (BABA) | 1.14% | 0.99% |
| Unilever (ULVR.L) | 1.16% | 0.96% |
| PepsiCo (PEP) | 1.34% | 0.89% |
| Kraft Heinz (KHC) | 0.88% | 0.54% |
| Sirius XM (SIRI) | 0.65% | 0.4% |
| Phunware (PHUN) | 0.37% | 0.15% |
| ZIM (ZIM) | 0.12% | 0.13% |