Portfolio Diversification
Range
Most Diversified
84 instruments
February 17, 2023
Least Diversified
0 instruments
February 2, 2025
Average
74.9 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
GOOG99.87%
META99.87%
MSFT99.87%
AMZN99.87%
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) | 14.06% | 0% | 99.87% | 2/1/2025 |
 Invesco QQQ (QQQ) | 14.02% | 0% | 99.87% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 4.55% | 0% | 99.87% | 2/1/2025 |
| Microsoft (MSFT) | 4.53% | 0% | 99.87% | 2/1/2025 |
| Apple (AAPL) | 4.45% | 0% | 99.87% | 2/1/2025 |
| Alphabet (GOOG) | 4.24% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 3.79% | 0% | 99.87% | 2/1/2025 |
| Meta (META) | 3.45% | 0% | 99.87% | 2/1/2025 |
 Bitcoin (BTC) | 3.38% | 0% | 95.62% | 12/31/2024 |
 NVIDIA (NVDA) | 3.33% | 0% | 99.87% | 2/1/2025 |
 Tesla (TSLA) | 3.06% | 0% | 99.87% | 2/1/2025 |
 McDonald's (MCD) | 2.21% | 0% | 99.87% | 2/1/2025 |
 Coca-Cola (KO) | 2.14% | 0% | 99.87% | 2/1/2025 |
 NextEra (NEE) | 1.93% | 0% | 99.87% | 2/1/2025 |
 Mastercard (MA) | 1.16% | 0% | 99.87% | 2/1/2025 |
 Sony (SONY) | 1.09% | 0% | 56.04% | 3/6/2024 |
 Wells Fargo (WFC) | 1.02% | 0% | 99.87% | 2/1/2025 |
 Stellantis (STLAM.MI) | 1% | 0% | 99.87% | 2/1/2025 |
 BlackRock (BLK) | 0.96% | 0% | 99.87% | 2/1/2025 |
 Bank of America (BAC) | 0.95% | 0% | 99.87% | 2/1/2025 |
 Netflix (NFLX) | 0.95% | 0% | 54.18% | 2/20/2024 |
 eBay (EBAY) | 0.79% | 0% | 96.68% | 1/8/2025 |
 Canadian Solar (CSIQ) | 0.76% | 0% | 54.18% | 2/20/2024 |
 Levi's (LEVI) | 0.65% | 0% | 99.87% | 2/1/2025 |
 PubMatic (PUBM) | 0.59% | 0% | 99.87% | 2/1/2025 |
 Energy Transfer (ET) | 0.59% | 0% | 99.87% | 2/1/2025 |
 Enterprise Products (EPD) | 0.58% | 0% | 99.87% | 2/1/2025 |
 Disney (DIS) | 0.58% | 0% | 99.87% | 2/1/2025 |
 Visa (V) | 0.58% | 0% | 99.87% | 2/1/2025 |
 JPMorgan (JPM) | 0.55% | 0% | 99.87% | 2/1/2025 |
 Simon (SPG) | 0.54% | 0% | 99.87% | 2/1/2025 |
 Goldman Sachs (GS) | 0.54% | 0% | 99.87% | 2/1/2025 |
 AGNC (AGNC) | 0.54% | 0% | 99.87% | 2/1/2025 |
 Morgan Stanley (MS) | 0.51% | 0% | 99.87% | 2/1/2025 |
 Cloudflare (NET) | 0.51% | 0% | 99.87% | 2/1/2025 |
 Chevron (CVX) | 0.5% | 0% | 99.87% | 2/1/2025 |
 Realty Income (O) | 0.47% | 0% | 99.87% | 2/1/2025 |
 Royal Caribbean (RCL) | 0.43% | 0% | 22.31% | 6/21/2023 |
 Adobe (ADBE) | 0.42% | 0% | 45.02% | 12/13/2023 |
 NuStar Energy LP (NS) | 0.41% | 0% | 64.28% | 5/7/2024 |
 Verizon (VZ) | 0.38% | 0% | 99.87% | 2/1/2025 |
 Asana (ASAN) | 0.36% | 0% | 54.18% | 2/20/2024 |
 Pfizer (PFE) | 0.36% | 0% | 99.87% | 2/1/2025 |
 Moody's (MCO) | 0.35% | 0% | 64.41% | 5/8/2024 |
 Chimera (CIM) | 0.35% | 0% | 99.34% | 2/1/2025 |
 Crowdstrike (CRWD) | 0.34% | 0% | 45.95% | 12/20/2023 |
 Gen Digital (GEN) | 0.33% | 0% | 69.99% | 6/20/2024 |
 Icahn Enterprises (IEP) | 0.32% | 0% | 99.87% | 2/1/2025 |
 ARMOUR Residential REIT (ARR) | 0.32% | 0% | 99.87% | 2/1/2025 |
 Dynatrace (DT) | 0.29% | 0% | 73.31% | 7/15/2024 |
 Riot (RIOT) | 0.28% | 0% | 88.31% | 11/6/2024 |
 Builders FirstSource (BLDR) | 0.27% | 0% | 50.2% | 2/1/2025 |
 HubSpot (HUBS) | 0.27% | 0% | 49.54% | 1/16/2024 |
 STAAR Surgical (STAA) | 0.26% | 0% | 70.65% | 6/25/2024 |
 Smartsheet (SMAR) | 0.26% | 0% | 70.65% | 6/25/2024 |
 Trade Desk (TTD) | 0.25% | 0% | 27.62% | 7/31/2023 |
 Micron (MU) | 0.25% | 0% | 55.91% | 3/4/2024 |
 IIPR (IIPR) | 0.24% | 0% | 93.89% | 2/1/2025 |
 Darling (DAR) | 0.24% | 0% | 55.91% | 3/4/2024 |
 Synchrony (SYF) | 0.23% | 0% | 55.91% | 3/4/2024 |
 ExxonMobil (XOM) | 0.22% | 0% | 99.87% | 2/1/2025 |
 Golden Ocean (GOGL.US) | 0.22% | 0% | 56.04% | 3/6/2024 |
 STAG (STAG) | 0.22% | 0% | 49.54% | 1/16/2024 |
 Enel (ENEL.MI) | 0.22% | 0% | 93.89% | 2/1/2025 |
 Skyworks (SWKS) | 0.21% | 0% | 49.54% | 1/16/2024 |
 Eni (ENI.MI) | 0.21% | 0% | 93.89% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 0.2% | 0% | 95.62% | 2/1/2025 |
 Altria (MO) | 0.2% | 0% | 89.24% | 2/1/2025 |
 AT&T (T) | 0.19% | 0% | 95.62% | 2/1/2025 |
 Arbor Realty (ABR) | 0.19% | 0% | 88.58% | 2/1/2025 |
 AMD (AMD) | 0.19% | 0% | 18.73% | 5/25/2023 |
 Leonardo (LDO.MI) | 0.18% | 0% | 77.56% | 2/1/2025 |
 MFA Financial (MFA) | 0.17% | 0% | 50.33% | 2/1/2025 |
 Uniti (UNIT) | 0.16% | 0% | 50.33% | 2/1/2025 |
 Global Net Lease (GNL) | 0.16% | 0% | 50.33% | 2/1/2025 |
 Outfront Media (OUT) | 0.16% | 0% | 50.33% | 2/1/2025 |
 Annaly (NLY) | 0.15% | 0% | 99.87% | 2/1/2025 |
 Elastic (ESTC) | 0.15% | 0% | 55.91% | 3/4/2024 |
 Banca Mediolanum (BMED.MI) | 0.15% | 0% | 57.64% | 2/1/2025 |
 PayPal (PYPL) | 0.15% | 0% | 54.18% | 2/20/2024 |
 Digital Turbine (APPS) | 0.14% | 0% | 42.1% | 11/21/2023 |
 MFE (MFEB.MI) | 0.13% | 0% | 56.97% | 2/1/2025 |
 Webuild (WBD.MI) | 0.13% | 0% | 57.64% | 2/1/2025 |
 Home Depot (HD) | 0.11% | 0% | 46.08% | 12/21/2023 |
 IBM (IBM) | 0.11% | 0% | 45.95% | 12/20/2023 |
 Ardmore Shipping (ASC) | 0.11% | 0% | 49.4% | 2/1/2025 |
 Medtronic (MDT.US) | 0.1% | 0% | 42.1% | 11/21/2023 |
 Cleanspark (CLSK) | 0.1% | 0% | 58.7% | 3/26/2024 |
 LVMH (MC.PA) | 0.1% | 0% | 50.33% | 2/1/2025 |
 Bloom Energy (BE) | 0.08% | 0% | 48.47% | 7/15/2024 |
 Marathon Digital (MARA) | 0.07% | 0% | 42.1% | 11/21/2023 |
 Plug Power (PLUG) | 0.07% | 0% | 10.62% | 3/24/2023 |
 Sunoco (SUN) | 0.07% | 0% | 35.46% | 2/1/2025 |
 Walgreens (WBA) | 0.06% | 0% | 50.2% | 1/31/2025 |
 Block Inc. (XYZ) | 0.06% | 0% | 54.18% | 2/20/2024 |
 Ferrari (RACE) | 0.06% | 0% | 29.88% | 2/1/2025 |
 Palo Alto Networks (PANW) | 0.06% | 0% | 29.88% | 2/1/2025 |
 Aramco (SAOC) | 0.06% | 0% | 29.35% | 2/1/2025 |
 Hercules Capital (HTGC) | 0.06% | 0% | 29.22% | 2/1/2025 |
 Woodside (WDS) | 0.05% | 0% | 29.08% | 2/1/2025 |
 Nano Dimension (NNDM) | 0.05% | 0% | 10.62% | 3/24/2023 |
 Twist Bioscience (TWST) | 0.05% | 0% | 42.9% | 11/27/2023 |
 Stem (STEM) | 0.05% | 0% | 38.25% | 11/27/2023 |
 ZIM (ZIM) | 0.05% | 0% | 32.27% | 11/27/2023 |
 Gevo (GEVO) | 0.04% | 0% | 10.62% | 3/24/2023 |
 Teladoc (TDOC) | 0.03% | 0% | 10.62% | 3/24/2023 |
 UPS (UPS) | 0.02% | 0% | 11.55% | 2/1/2025 |
 Prospect Capital (PSEC) | 0% | 0% | 1.33% | 2/1/2025 |
 Chicago Atlantic (REFI) | 0% | 0% | 1.2% | 2/1/2025 |
 NYMT (NYMT) | 0% | 0% | 1.2% | 2/1/2025 |
 Sachem Capital (SACH) | 0% | 0% | 1.2% | 2/1/2025 |
 BW LPG (BWLPG.OL) | 0% | 0% | 1.06% | 2/1/2025 |
 Official Trump (Experimental) (TRUMP) | 0% | 0% | 1.59% | 1/31/2025 |
 NextEra Energy Partners (NEP) | 0% | 0% | 0.66% | 1/28/2025 |
 Rio Tinto (RIO.L) | 0% | 0% | 0.4% | 2/1/2025 |
 MPC (MPCC.OL) | 0% | 0% | 0.4% | 2/1/2025 |
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% |