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Portfolio Diversification
Range
Most Diversified
84 instruments
February 17, 2023
Least Diversified
0 instruments
February 2, 2025
Average
74.8 instruments
Most Consistent Holdings
Top 5
AAPL99.67%
MSFT99.67%
AMZN99.67%
CVX99.67%
MCD99.67%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Invesco QQQ (QQQ) | 15.76% | 19% | 99.67% | - |
 State Street SPDR S&P 500 ETF (SPY) | 15.72% | 18.67% | 99.67% | - |
 Berkshire Hathaway (BRK.B) | 4.27% | 3.39% | 99.67% | - |
| Apple (AAPL) | 4.25% | 3.92% | 99.67% | - |
| Microsoft (MSFT) | 4.25% | 3.19% | 99.67% | - |
 Alphabet (GOOG) | 4.21% | 3.97% | 99.58% | - |
| Amazon (AMZN) | 3.85% | 4.01% | 99.67% | - |
 Meta (META) | 3.62% | 3.5% | 99.58% | - |
 NVIDIA (NVDA) | 3.57% | 3.93% | 99.67% | - |
 Tesla (TSLA) | 3.42% | 3.61% | 99.67% | - |
 Bitcoin (BTC) | 2.36% | 1.95% | 73.98% | - |
| McDonald's (MCD) | 2.13% | 1.81% | 99.67% | - |
 Coca-Cola (KO) | 2.07% | 1.91% | 99.58% | - |
 NextEra (NEE) | 1.54% | 0.25% | 98.67% | - |
 Mastercard (MA) | 1.1% | 0.88% | 99.58% | - |
 Wells Fargo (WFC) | 1.02% | 0.95% | 99.67% | - |
 Bank of America (BAC) | 0.98% | 1.07% | 99.58% | - |
 BlackRock (BLK) | 0.97% | 0.95% | 99.67% | - |
 Stellantis (STLAM.MI) | 0.74% | 0% | 95.66% | 3/6/2026 |
 Goldman Sachs (GS) | 0.72% | 1.29% | 99.67% | - |
 JPMorgan (JPM) | 0.7% | 1.07% | 99.25% | - |
 Sony (SONY) | 0.68% | 0% | 35.2% | 3/6/2024 |
 Visa (V) | 0.68% | 0.84% | 99.33% | - |
 Netflix (NFLX) | 0.64% | 0.59% | 40.45% | - |
 AGNC (AGNC) | 0.59% | 0.7% | 99.67% | - |
 Enterprise Products (EPD) | 0.58% | 0.65% | 99.67% | - |
 Energy Transfer (ET) | 0.58% | 0.58% | 99.67% | - |
 Simon (SPG) | 0.56% | 0.65% | 99.67% | - |
 Pepe (in millions) (PEPExM) | 0.55% | 1.41% | 22.1% | - |
 Morgan Stanley (MS) | 0.53% | 0.64% | 99.67% | - |
 eBay (EBAY) | 0.5% | 0% | 60.72% | 1/8/2025 |
| Chevron (CVX) | 0.48% | 0.5% | 99.67% | - |
 Canadian Solar (CSIQ) | 0.48% | 0% | 34.03% | 2/20/2024 |
 Realty Income (O) | 0.45% | 0.44% | 99.67% | - |
 Levi's (LEVI) | 0.41% | 0% | 62.8% | 2/3/2025 |
 Verizon (VZ) | 0.37% | 0.38% | 99.67% | - |
 PubMatic (PUBM) | 0.37% | 0% | 62.8% | 2/3/2025 |
 Disney (DIS) | 0.36% | 0% | 62.8% | 2/3/2025 |
 Chimera (CIM) | 0.35% | 0.34% | 99.33% | - |
 ARMOUR Residential REIT (ARR) | 0.34% | 0.39% | 99.67% | - |
 Banca Mediolanum (BMED.MI) | 0.32% | 0.69% | 73.14% | - |
 Cloudflare (NET) | 0.32% | 0% | 62.8% | 2/3/2025 |
 Pfizer (PFE) | 0.32% | 0.25% | 99.67% | - |
 Leonardo (LDO.MI) | 0.3% | 0.56% | 85.32% | - |
 Royal Caribbean (RCL) | 0.27% | 0% | 14.01% | 6/21/2023 |
 Adobe (ADBE) | 0.26% | 0% | 28.27% | 12/13/2023 |
 Icahn Enterprises (IEP) | 0.26% | 0.14% | 99.67% | - |
 NuStar Energy LP (NS) | 0.26% | 0% | 40.37% | 5/7/2024 |
 Outfront Media (OUT) | 0.25% | 0.59% | 68.56% | - |
 Builders FirstSource (BLDR) | 0.24% | 0.49% | 51.54% | - |
 Webuild (WBD.MI) | 0.24% | 0.32% | 73.14% | - |
 Global Net Lease (GNL) | 0.24% | 0.41% | 68.56% | - |
 Asana (ASAN) | 0.23% | 0% | 34.03% | 2/20/2024 |
 Annaly (NLY) | 0.22% | 0.35% | 99.58% | - |
 MFA Financial (MFA) | 0.22% | 0.31% | 68.47% | - |
 Moody's (MCO) | 0.22% | 0% | 40.45% | 5/8/2024 |
 Enel (ENEL.MI) | 0.22% | 0.24% | 95.91% | - |
 Arbor Realty (ABR) | 0.22% | 0.18% | 92.58% | - |
 IIPR (IIPR) | 0.21% | 0.15% | 95.58% | - |
 Crowdstrike (CRWD) | 0.21% | 0% | 28.86% | 12/20/2023 |
 ExxonMobil (XOM) | 0.21% | 0.24% | 99.33% | - |
 Johnson & Johnson (JNJ) | 0.21% | 0.26% | 97% | - |
 Eni (ENI.MI) | 0.21% | 0.3% | 95.91% | - |
 Gen Digital (GEN) | 0.21% | 0% | 43.95% | 6/20/2024 |
 Altria (MO) | 0.2% | 0.22% | 92.91% | - |
 AT&T (T) | 0.2% | 0.19% | 97% | - |
 Dynatrace (DT) | 0.18% | 0% | 46.04% | 7/15/2024 |
 Riot (RIOT) | 0.17% | 0% | 55.46% | 11/6/2024 |
 Ardmore Shipping (ASC) | 0.17% | 0.38% | 67.89% | - |
 HubSpot (HUBS) | 0.17% | 0% | 31.11% | 1/16/2024 |
 STAAR Surgical (STAA) | 0.16% | 0% | 44.37% | 6/25/2024 |
 Smartsheet (SMAR) | 0.16% | 0% | 44.37% | 6/25/2024 |
 Trade Desk (TTD) | 0.16% | 0% | 17.35% | 7/31/2023 |
 Micron (MU) | 0.16% | 0% | 35.11% | 3/4/2024 |
 MFE (MFEB.MI) | 0.15% | 0.17% | 72.73% | - |
 Darling (DAR) | 0.15% | 0% | 35.11% | 3/4/2024 |
 Synchrony (SYF) | 0.14% | 0% | 35.11% | 3/4/2024 |
 Golden Ocean (GOGL.US) | 0.14% | 0% | 35.2% | 3/6/2024 |
 STAG (STAG) | 0.14% | 0% | 31.11% | 1/16/2024 |
 Uniti (UNIT) | 0.14% | 0% | 40.03% | 5/14/2025 |
 Skyworks (SWKS) | 0.13% | 0% | 31.11% | 1/16/2024 |
 eToro Group LTD (ETOR) | 0.12% | 0.41% | 28.52% | - |
 AMD (AMD) | 0.12% | 0% | 11.76% | 5/25/2023 |
 Sunoco (SUN) | 0.11% | 0.22% | 59.22% | - |
 LVMH (MC.PA) | 0.11% | 0.11% | 68.56% | - |
 Palo Alto Networks (PANW) | 0.11% | 0.16% | 55.71% | - |
 Aramco (SAOC) | 0.11% | 0.19% | 55.05% | - |
 Ferrari (RACE) | 0.11% | 0.14% | 55.63% | - |
 Hercules Capital (HTGC) | 0.1% | 0.15% | 55.3% | - |
 Woodside (WDS) | 0.1% | 0.24% | 55.21% | - |
 Elastic (ESTC) | 0.09% | 0% | 35.11% | 3/4/2024 |
 PayPal (PYPL) | 0.09% | 0% | 34.03% | 2/20/2024 |
 Digital Turbine (APPS) | 0.09% | 0% | 26.44% | 11/21/2023 |
 Bancolombia (CIB) | 0.08% | 0.31% | 33.19% | - |
 Rio Tinto (RIO.L) | 0.08% | 0.3% | 36.86% | - |
 Kohl's (KSS) | 0.08% | 0.23% | 33.03% | - |
 NYMT (ADAM) | 0.08% | 0.22% | 37.7% | - |
 BW LPG (BWLPG.OL) | 0.08% | 0.26% | 37.53% | - |
 MPC (MPCC.OL) | 0.08% | 0.24% | 36.95% | - |
 UPS (UPS) | 0.07% | 0.16% | 43.87% | - |
 Home Depot (HD) | 0.07% | 0% | 28.94% | 12/21/2023 |
 BAT (BATS.L) | 0.07% | 0.22% | 30.78% | - |
 Chicago Atlantic (REFI) | 0.07% | 0.15% | 37.7% | - |
 Torm PLC (TRMD-A.CO) | 0.07% | 0.33% | 28.36% | - |
 IBM (IBM) | 0.07% | 0% | 28.86% | 12/20/2023 |
 Sachem Capital (SACH) | 0.07% | 0.15% | 37.7% | - |
 Eli Lilly (LLY) | 0.07% | 0.23% | 28.94% | - |
 Medtronic (MDT.US) | 0.06% | 0% | 26.44% | 11/21/2023 |
 WP Carey (WPC) | 0.06% | 0.23% | 28.94% | - |
 Cleanspark (CLSK) | 0.06% | 0% | 36.86% | 3/26/2024 |
 Main Street Capital (MAIN) | 0.06% | 0.17% | 29.52% | - |
 Prospect Capital (PSEC) | 0.06% | 0.12% | 37.7% | - |
 HP (HPQ) | 0.05% | 0.15% | 29.02% | - |
 Bloom Energy (BE) | 0.05% | 0% | 30.44% | 7/15/2024 |
 Marathon Digital (MARA) | 0.04% | 0% | 26.44% | 11/21/2023 |
 Plug Power (PLUG) | 0.04% | 0% | 6.67% | 3/24/2023 |
 Walgreens (WBA) | 0.04% | 0% | 31.53% | 1/31/2025 |
 Block Inc. (XYZ) | 0.04% | 0% | 34.03% | 2/20/2024 |
 PepsiCo (PEP) | 0.04% | 0.21% | 19.02% | - |
 Nano Dimension (NNDM) | 0.03% | 0% | 6.67% | 3/24/2023 |
 Comcast (CMCSA) | 0.03% | 0.18% | 19.6% | - |
 Twist Bioscience (TWST) | 0.03% | 0% | 26.94% | 11/27/2023 |
 Stem (STEM) | 0.03% | 0% | 24.02% | 11/27/2023 |
 ZIM (ZIM) | 0.03% | 0% | 20.27% | 11/27/2023 |
 Gevo (GEVO) | 0.02% | 0% | 6.67% | 3/24/2023 |
 MercadoLibre (MELI) | 0.02% | 0.51% | 4.67% | - |
 Teladoc (TDOC) | 0.02% | 0% | 6.67% | 3/24/2023 |
 Official Trump (TRUMP) | 0% | 0% | 1% | 1/31/2025 |
 NextEra Energy Partners (XIFR) | 0% | 0% | 0.42% | 1/28/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 18.09% | 19.15% |
| State Street SPDR S&P 500 ETF (SPY) | 18.09% | 19.15% |
| Tesla (TSLA) | 3.85% | 4.32% |
| Alphabet (GOOG) | 3.85% | 4.27% |
| NVIDIA (NVDA) | 3.85% | 4.17% |
| Apple (AAPL) | 3.85% | 3.88% |
| Amazon (AMZN) | 3.85% | 3.84% |
| Microsoft (MSFT) | 3.85% | 3.65% |
| Berkshire Hathaway (BRK.B) | 3.85% | 3.59% |
| Meta (META) | 3.85% | 3.47% |
| McDonald's (MCD) | 1.92% | 1.88% |
| Coca-Cola (KO) | 1.92% | 1.85% |
| Bitcoin (BTC) | 1.74% | 1.59% |
| Pepe (in millions) (PEPExM) | 1.84% | 1.47% |
| Goldman Sachs (GS) | 0.96% | 1.21% |
| Bank of America (BAC) | 0.96% | 1.11% |
| Wells Fargo (WFC) | 0.96% | 1.1% |
| JPMorgan (JPM) | 0.96% | 1.1% |
| Mastercard (MA) | 0.96% | 0.99% |
| BlackRock (BLK) | 0.96% | 0.95% |
| Visa (V) | 0.96% | 0.95% |
| Banca Mediolanum (BMED.MI) | 0.55% | 0.73% |
| AGNC (AGNC) | 0.78% | 0.69% |
| Morgan Stanley (MS) | 0.48% | 0.6% |
| Simon (SPG) | 0.58% | 0.59% |
| Enterprise Products (EPD) | 0.58% | 0.55% |
| Energy Transfer (ET) | 0.58% | 0.5% |
| Leonardo (LDO.MI) | 0.48% | 0.49% |
| Outfront Media (OUT) | 0.38% | 0.47% |
| Webuild (WBD.MI) | 0.48% | 0.43% |
| Chevron (CVX) | 0.48% | 0.41% |
| ARMOUR Residential REIT (ARR) | 0.58% | 0.39% |
| eToro Group LTD (ETOR) | 0.52% | 0.38% |
| Realty Income (O) | 0.48% | 0.38% |
| Global Net Lease (GNL) | 0.38% | 0.37% |
| Annaly (NLY) | 0.38% | 0.34% |
| Verizon (VZ) | 0.48% | 0.33% |
| Chimera (CIM) | 0.44% | 0.31% |
| Kohl's (KSS) | 0.19% | 0.31% |
| Stellantis (STLAM.MI) | 0.96% | 0.31% |
| MFA Financial (MFA) | 0.38% | 0.28% |
| Bancolombia (CIB) | 0.19% | 0.27% |
| Eli Lilly (LLY) | 0.19% | 0.26% |
| Ardmore Shipping (ASC) | 0.38% | 0.24% |
| Rio Tinto (RIO.L) | 0.19% | 0.24% |
| Pfizer (PFE) | 0.48% | 0.23% |
| Johnson & Johnson (JNJ) | 0.19% | 0.23% |
| BAT (BATS.L) | 0.19% | 0.22% |
| Torm PLC (TRMD-A.CO) | 0.19% | 0.21% |
| NextEra (NEE) | 0.19% | 0.21% |
| Enel (ENEL.MI) | 0.19% | 0.21% |
| NYMT (ADAM) | 0.19% | 0.2% |
| WP Carey (WPC) | 0.19% | 0.2% |
| BW LPG (BWLPG.OL) | 0.19% | 0.2% |
| Eni (ENI.MI) | 0.19% | 0.2% |
| Main Street Capital (MAIN) | 0.19% | 0.19% |
| MPC (MPCC.OL) | 0.19% | 0.19% |
| Altria (MO) | 0.19% | 0.19% |
| PepsiCo (PEP) | 0.19% | 0.19% |
| ExxonMobil (XOM) | 0.19% | 0.19% |
| Hercules Capital (HTGC) | 0.19% | 0.18% |
| Arbor Realty (ABR) | 0.38% | 0.18% |
| MFE (MFEB.MI) | 0.21% | 0.18% |
| Sunoco (SUN) | 0.19% | 0.17% |
| Palo Alto Networks (PANW) | 0.19% | 0.17% |
| Comcast (CMCSA) | 0.19% | 0.17% |
| AT&T (T) | 0.19% | 0.17% |
| Woodside (WDS) | 0.19% | 0.16% |
| Aramco (SAOC) | 0.19% | 0.16% |
| HP (HPQ) | 0.19% | 0.16% |
| Sachem Capital (SACH) | 0.19% | 0.15% |
| Chicago Atlantic (REFI) | 0.19% | 0.15% |
| Ferrari (RACE) | 0.19% | 0.15% |
| LVMH (MC.PA) | 0.19% | 0.15% |
| UPS (UPS) | 0.19% | 0.14% |
| IIPR (IIPR) | 0.38% | 0.13% |
| Icahn Enterprises (IEP) | 0.58% | 0.13% |
| Prospect Capital (PSEC) | 0.19% | 0.11% |
Cash & Instruments Over Time
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