Portfolio Diversification
Range
Most Diversified
84 instruments
February 17, 2023
Least Diversified
0 instruments
February 2, 2025
Average
74.4 instruments
Most Consistent Holdings
Top 5
AAPL99.88%
GOOG99.88%
META99.88%
MSFT99.88%
AMZN99.88%
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 |
|---|---|---|---|---|
 SPDR S&P 500 ETF (SPY) | 14.39% | 17.85% | 99.88% | - |
 Invesco QQQ (QQQ) | 14.35% | 17.48% | 99.88% | - |
 Berkshire Hathaway (BRK.B) | 4.55% | 4.75% | 99.88% | - |
| Microsoft (MSFT) | 4.47% | 3.96% | 99.88% | - |
| Apple (AAPL) | 4.43% | 4.09% | 99.88% | - |
| Alphabet (GOOG) | 4.23% | 4.05% | 99.88% | - |
| Amazon (AMZN) | 3.84% | 4.03% | 99.88% | - |
| Meta (META) | 3.56% | 3.92% | 99.88% | - |
 NVIDIA (NVDA) | 3.35% | 3.37% | 99.88% | - |
 Tesla (TSLA) | 3.12% | 3.4% | 99.88% | - |
 Bitcoin (BTC) | 3.07% | 0% | 86.85% | 12/31/2024 |
 McDonald's (MCD) | 2.21% | 2.43% | 99.88% | - |
 Coca-Cola (KO) | 2.14% | 2.46% | 99.88% | - |
 NextEra (NEE) | 1.92% | 1.9% | 99.88% | - |
 Mastercard (MA) | 1.16% | 1.17% | 99.88% | - |
 Wells Fargo (WFC) | 1.02% | 1.02% | 99.88% | - |
 Sony (SONY) | 0.99% | 0% | 50.9% | 3/6/2024 |
 BlackRock (BLK) | 0.97% | 1.03% | 99.88% | - |
 Bank of America (BAC) | 0.96% | 0.96% | 99.88% | - |
 Stellantis (STLAM.MI) | 0.95% | 0.35% | 99.88% | - |
 Netflix (NFLX) | 0.86% | 0% | 49.22% | 2/20/2024 |
 eBay (EBAY) | 0.72% | 0% | 87.82% | 1/8/2025 |
 Canadian Solar (CSIQ) | 0.69% | 0% | 49.22% | 2/20/2024 |
 Energy Transfer (ET) | 0.6% | 0.66% | 99.88% | - |
 Levi's (LEVI) | 0.59% | 0% | 90.83% | 2/3/2025 |
 Enterprise Products (EPD) | 0.59% | 0.67% | 99.88% | - |
 Visa (V) | 0.58% | 0.6% | 99.88% | - |
 JPMorgan (JPM) | 0.56% | 0.58% | 99.88% | - |
 AGNC (AGNC) | 0.56% | 0.68% | 99.88% | - |
 Simon (SPG) | 0.55% | 0.61% | 99.88% | - |
 Goldman Sachs (GS) | 0.54% | 0.53% | 99.88% | - |
 PubMatic (PUBM) | 0.54% | 0% | 90.83% | 2/3/2025 |
 Disney (DIS) | 0.52% | 0% | 90.83% | 2/3/2025 |
 Morgan Stanley (MS) | 0.51% | 0.51% | 99.88% | - |
 Chevron (CVX) | 0.5% | 0.47% | 99.88% | - |
 Realty Income (O) | 0.47% | 0.5% | 99.88% | - |
 Cloudflare (NET) | 0.46% | 0% | 90.83% | 2/3/2025 |
 Royal Caribbean (RCL) | 0.39% | 0% | 20.27% | 6/21/2023 |
 Adobe (ADBE) | 0.38% | 0% | 40.89% | 12/13/2023 |
 Verizon (VZ) | 0.38% | 0.45% | 99.88% | - |
 Pepe (in millions) (Experimental) (PEPExM) | 0.37% | 4.15% | 9.17% | - |
 NuStar Energy LP (NS) | 0.37% | 0% | 58.38% | 5/7/2024 |
 Pfizer (PFE) | 0.35% | 0.26% | 99.88% | - |
 Chimera (CIM) | 0.35% | 0.36% | 99.4% | - |
 Asana (ASAN) | 0.33% | 0% | 49.22% | 2/20/2024 |
 ARMOUR Residential REIT (ARR) | 0.33% | 0.4% | 99.88% | - |
 Moody's (MCO) | 0.32% | 0% | 58.5% | 5/8/2024 |
 Icahn Enterprises (IEP) | 0.31% | 0.19% | 99.88% | - |
 Crowdstrike (CRWD) | 0.31% | 0% | 41.74% | 12/20/2023 |
 Gen Digital (GEN) | 0.3% | 0% | 63.57% | 6/20/2024 |
 Builders FirstSource (BLDR) | 0.28% | 0.36% | 54.76% | - |
 Dynatrace (DT) | 0.26% | 0% | 66.59% | 7/15/2024 |
 Riot (RIOT) | 0.25% | 0% | 80.22% | 11/6/2024 |
 HubSpot (HUBS) | 0.24% | 0% | 44.99% | 1/16/2024 |
 IIPR (IIPR) | 0.24% | 0.19% | 94.45% | - |
 STAAR Surgical (STAA) | 0.23% | 0% | 64.17% | 6/25/2024 |
 Smartsheet (SMAR) | 0.23% | 0% | 64.17% | 6/25/2024 |
 Trade Desk (TTD) | 0.23% | 0% | 25.09% | 7/31/2023 |
 Micron (MU) | 0.23% | 0% | 50.78% | 3/4/2024 |
 Darling (DAR) | 0.22% | 0% | 50.78% | 3/4/2024 |
 ExxonMobil (XOM) | 0.22% | 0.21% | 99.88% | - |
 Enel (ENEL.MI) | 0.22% | 0.25% | 94.45% | - |
 Synchrony (SYF) | 0.21% | 0% | 50.78% | 3/4/2024 |
 Arbor Realty (ABR) | 0.21% | 0.33% | 89.63% | - |
 Eni (ENI.MI) | 0.2% | 0.19% | 94.45% | - |
 Leonardo (LDO.MI) | 0.2% | 0.56% | 79.61% | - |
 Johnson & Johnson (JNJ) | 0.2% | 0.22% | 96.02% | - |
 Golden Ocean (GOGL.US) | 0.2% | 0% | 50.9% | 3/6/2024 |
 AT&T (T) | 0.2% | 0.24% | 96.02% | - |
 STAG (STAG) | 0.2% | 0% | 44.99% | 1/16/2024 |
 Altria (MO) | 0.2% | 0.25% | 90.23% | - |
 Skyworks (SWKS) | 0.19% | 0% | 44.99% | 1/16/2024 |
 MFA Financial (MFA) | 0.19% | 0.34% | 54.89% | - |
 Uniti (UNIT) | 0.18% | 0.4% | 54.89% | - |
 Global Net Lease (GNL) | 0.18% | 0.41% | 54.89% | - |
 Outfront Media (OUT) | 0.18% | 0.36% | 54.89% | - |
 Banca Mediolanum (BMED.MI) | 0.17% | 0.61% | 61.52% | - |
 Annaly (NLY) | 0.17% | 0.35% | 99.88% | - |
 AMD (AMD) | 0.17% | 0% | 17.01% | 5/25/2023 |
 Webuild (WBD.MI) | 0.15% | 0.49% | 61.52% | - |
 MFE (MFEB.MI) | 0.14% | 0.24% | 60.92% | - |
 Elastic (ESTC) | 0.14% | 0% | 50.78% | 3/4/2024 |
 PayPal (PYPL) | 0.13% | 0% | 49.22% | 2/20/2024 |
 Digital Turbine (APPS) | 0.13% | 0% | 38.24% | 11/21/2023 |
 Ardmore Shipping (ASC) | 0.12% | 0.27% | 54.04% | - |
 LVMH (MC.PA) | 0.1% | 0.14% | 54.89% | - |
 Home Depot (HD) | 0.1% | 0% | 41.86% | 12/21/2023 |
 IBM (IBM) | 0.1% | 0% | 41.74% | 12/20/2023 |
 Medtronic (MDT.US) | 0.09% | 0% | 38.24% | 11/21/2023 |
 Cleanspark (CLSK) | 0.09% | 0% | 53.32% | 3/26/2024 |
 Sunoco (SUN) | 0.08% | 0.24% | 41.38% | - |
 Ferrari (RACE) | 0.08% | 0.23% | 36.31% | - |
 Aramco (SAOC) | 0.07% | 0.22% | 35.83% | - |
 Bloom Energy (BE) | 0.07% | 0% | 44.03% | 7/15/2024 |
 Palo Alto Networks (PANW) | 0.07% | 0.21% | 36.31% | - |
 Hercules Capital (HTGC) | 0.07% | 0.21% | 35.71% | - |
 Woodside (WDS) | 0.07% | 0.17% | 35.59% | - |
 Marathon Digital (MARA) | 0.06% | 0% | 38.24% | 11/21/2023 |
 Plug Power (PLUG) | 0.06% | 0% | 9.65% | 3/24/2023 |
 Walgreens (WBA) | 0.06% | 0% | 45.6% | 1/31/2025 |
 Block Inc. (XYZ) | 0.06% | 0% | 49.22% | 2/20/2024 |
 Nano Dimension (NNDM) | 0.05% | 0% | 9.65% | 3/24/2023 |
 Twist Bioscience (TWST) | 0.05% | 0% | 38.96% | 11/27/2023 |
 Stem (STEM) | 0.05% | 0% | 34.74% | 11/27/2023 |
 ZIM (ZIM) | 0.04% | 0% | 29.31% | 11/27/2023 |
 UPS (UPS) | 0.04% | 0.18% | 19.66% | - |
 Gevo (GEVO) | 0.03% | 0% | 9.65% | 3/24/2023 |
 Teladoc (TDOC) | 0.03% | 0% | 9.65% | 3/24/2023 |
 NYMT (NYMT) | 0.02% | 0.19% | 10.25% | - |
 Chicago Atlantic (REFI) | 0.02% | 0.22% | 10.25% | - |
 Prospect Capital (PSEC) | 0.02% | 0.2% | 10.37% | - |
 Rio Tinto (RIO.L) | 0.02% | 0.22% | 9.53% | - |
 Sachem Capital (SACH) | 0.02% | 0.2% | 10.25% | - |
 BW LPG (BWLPG.OL) | 0.02% | 0.17% | 10.13% | - |
 MPC (MPCC.OL) | 0.02% | 0.2% | 9.53% | - |
 Bancolombia (CIB) | 0.01% | 0.22% | 3.86% | - |
 Kohl's (KSS) | 0.01% | 0.19% | 3.86% | - |
 Official Trump (Experimental) (TRUMP) | 0% | 0% | 1.45% | 1/31/2025 |
 NextEra Energy Partners (XIFR) | 0% | 0% | 0.6% | 1/28/2025 |
 BAT (BATS.L) | 0% | 0.24% | 0.24% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 16.03% | 17.05% |
| SPDR S&P 500 ETF (SPY) | 16.03% | 16.83% |
| Tesla (TSLA) | 4.01% | 4.97% |
| Apple (AAPL) | 4.01% | 4.55% |
| Amazon (AMZN) | 4.01% | 4.47% |
| Alphabet (GOOG) | 4.01% | 4.4% |
| Meta (META) | 4.01% | 4.22% |
| Berkshire Hathaway (BRK.B) | 4.01% | 4.06% |
| Microsoft (MSFT) | 4.01% | 3.97% |
| NVIDIA (NVDA) | 4.01% | 3.9% |
| McDonald's (MCD) | 2% | 1.98% |
| Coca-Cola (KO) | 2% | 1.83% |
| NextEra (NEE) | 2% | 1.8% |
| Mastercard (MA) | 1% | 1.06% |
| BlackRock (BLK) | 1% | 1.05% |
| Bank of America (BAC) | 1% | 0.98% |
| Wells Fargo (WFC) | 1% | 0.97% |
| eBay (EBAY) | 1% | 0.95% |
| Cloudflare (NET) | 1% | 0.67% |
| Energy Transfer (ET) | 0.6% | 0.65% |
| AGNC (AGNC) | 0.81% | 0.65% |
| Simon (SPG) | 0.6% | 0.61% |
| Enterprise Products (EPD) | 0.6% | 0.61% |
| Levi's (LEVI) | 1% | 0.61% |
| Disney (DIS) | 1% | 0.61% |
| Stellantis (STLAM.MI) | 1% | 0.55% |
| Visa (V) | 0.5% | 0.55% |
| JPMorgan (JPM) | 0.5% | 0.53% |
| Goldman Sachs (GS) | 0.5% | 0.52% |
| Morgan Stanley (MS) | 0.5% | 0.51% |
| PubMatic (PUBM) | 1% | 0.49% |
| ARMOUR Residential REIT (ARR) | 0.6% | 0.46% |
| Chevron (CVX) | 0.5% | 0.43% |
| Realty Income (O) | 0.5% | 0.4% |
| Outfront Media (OUT) | 0.4% | 0.4% |
| Uniti (UNIT) | 0.4% | 0.4% |
| Chimera (CIM) | 0.46% | 0.39% |
| Builders FirstSource (BLDR) | 0.5% | 0.38% |
| Arbor Realty (ABR) | 0.4% | 0.36% |
| Verizon (VZ) | 0.5% | 0.36% |
| Global Net Lease (GNL) | 0.4% | 0.35% |
| MFA Financial (MFA) | 0.4% | 0.34% |
| Ardmore Shipping (ASC) | 0.4% | 0.31% |
| Annaly (NLY) | 0.4% | 0.31% |
| Pfizer (PFE) | 0.5% | 0.27% |
| Banca Mediolanum (BMED.MI) | 0.23% | 0.26% |
| Webuild (WBD.MI) | 0.2% | 0.25% |
| MFE (MFEB.MI) | 0.22% | 0.22% |
| Aramco (SAOC) | 0.2% | 0.21% |
| Hercules Capital (HTGC) | 0.2% | 0.21% |
| IIPR (IIPR) | 0.4% | 0.21% |
| Leonardo (LDO.MI) | 0.2% | 0.21% |
| Enel (ENEL.MI) | 0.2% | 0.21% |
| AT&T (T) | 0.2% | 0.21% |
| Palo Alto Networks (PANW) | 0.2% | 0.2% |
| UPS (UPS) | 0.2% | 0.2% |
| Sunoco (SUN) | 0.2% | 0.19% |
| Ferrari (RACE) | 0.2% | 0.19% |
| Altria (MO) | 0.2% | 0.19% |
| ExxonMobil (XOM) | 0.2% | 0.19% |
| Woodside (WDS) | 0.2% | 0.18% |
| Eni (ENI.MI) | 0.2% | 0.18% |
| Johnson & Johnson (JNJ) | 0.2% | 0.18% |
| Icahn Enterprises (IEP) | 0.6% | 0.17% |
| LVMH (MC.PA) | 0.2% | 0.17% |
| Walgreens (WBA) | 0.2% | 0.09% |