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Portfolio Diversification
Range
Most Diversified
38 instruments
November 26, 2024
Least Diversified
0 instruments
October 20, 2025
Average
34.6 instruments
Most Consistent Holdings
Top 5
AMZN99.53%
CCEP99.53%
VRTX99.53%
GOOG99.46%
MSFT99.46%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 5.71% | 4.35% | 99.46% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 5.27% | 7.77% | 57.45% | - |
| Alphabet (GOOG) | 4.65% | 6.97% | 99.46% | - |
 AMD (AMD) | 4.49% | 0% | 93.94% | 5/8/2026 |
| Vertex (VRTX) | 4.31% | 4.18% | 99.53% | - |
| Coca-Cola Europacific (CCEP) | 4.03% | 4.37% | 99.53% | - |
 NVIDIA (NVDA) | 3.76% | 0% | 41.38% | 6/26/2024 |
| Amazon (AMZN) | 3.67% | 4.12% | 99.53% | - |
 Wells Fargo (WFC) | 2.91% | 4.77% | 57.69% | - |
 Take-Two (TTWO) | 2.7% | 3.7% | 77.64% | - |
 BHP (BHP) | 2.54% | 2.25% | 99.46% | - |
 IIPR (IIPR) | 2.35% | 1.41% | 89.67% | - |
 Bayer (BAYN.DE) | 2.09% | 2.95% | 99.46% | - |
 EA (EA) | 2.02% | 0% | 67.55% | 5/30/2025 |
 Tencent (0700.HK) | 1.93% | 3.28% | 57.92% | - |
 Altria (MO) | 1.9% | 2.72% | 70.5% | - |
 UWM (UWMC) | 1.84% | 0% | 39.29% | 5/30/2024 |
 Barclays (BCS) | 1.72% | 0% | 50.47% | 1/21/2025 |
 Tyson Foods (TSN) | 1.66% | 0% | 60.71% | 3/3/2025 |
 Enterprise Products (EPD) | 1.62% | 3.71% | 42.7% | - |
 Ellington Financial (EFC) | 1.43% | 1.64% | 70.5% | - |
 Pfizer (PFE) | 1.39% | 1.37% | 72.13% | - |
 Buckle (BKE) | 1.37% | 3.1% | 32.14% | - |
 Corebridge (CRBG) | 1.36% | 0% | 39.91% | 1/2/2025 |
 Alibaba (BABA) | 1.33% | 0% | 83.46% | 12/22/2025 |
 Everest (EG) | 1.33% | 2.22% | 53.03% | - |
 Comcast (CMCSA) | 1.29% | 2.01% | 41.46% | - |
 FedEx (FDX) | 1.22% | 0% | 27.87% | 1/2/2024 |
 Centene (CNC) | 1.04% | 0% | 25.31% | 4/28/2026 |
 Edison (EIX) | 1.03% | 4.32% | 26.09% | - |
 Daqo New Energy (DQ) | 0.97% | 0% | 45.11% | 8/23/2024 |
 Douyu (DOYU) | 0.89% | 0% | 83.46% | 12/22/2025 |
 Sinclair (SBGI) | 0.88% | 0% | 28.96% | 1/16/2024 |
 Pagseguro (PAGS) | 0.84% | 3.16% | 23.76% | - |
 Molson Coors (TAP) | 0.83% | 2.44% | 27.41% | - |
 SK Telecom (SKM) | 0.81% | 0% | 39.75% | 6/5/2024 |
 GM (GM) | 0.81% | 0% | 17.16% | 2/3/2025 |
 Louisiana-Pacific (LPX) | 0.79% | 0% | 28.34% | 1/8/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.75% | 0% | 21.82% | 10/16/2023 |
 Mohawk (MHK) | 0.73% | 0% | 22.44% | 10/24/2023 |
 BMO (BMO) | 0.73% | 0% | 31.91% | 7/23/2025 |
 Domino's (DPZ) | 0.72% | 1.74% | 31.91% | - |
 Lennar (LEN) | 0.68% | 0% | 19.25% | 9/8/2025 |
 Matador (MTDR) | 0.67% | 0% | 28.26% | 1/3/2025 |
 Ethereum (ETH) | 0.66% | 0.33% | 99.22% | - |
 Ford (F) | 0.64% | 0% | 32.38% | 7/23/2025 |
 SPDR Blackstone Senior Loan ETF (SRLN) | 0.61% | 4.61% | 25.54% | - |
 Global Partners (GLP) | 0.6% | 0% | 17.55% | 12/20/2023 |
 Jazz Pharmaceuticals (JAZZ) | 0.6% | 0% | 27.17% | 12/20/2024 |
 Civitas (CIVI) | 0.59% | 0% | 27.17% | 12/20/2024 |
 Stellar (XLM) | 0.56% | 0% | 52.87% | 11/22/2024 |
 Bancorp (TBBK) | 0.56% | 0% | 17.78% | 1/6/2025 |
 Lamb Weston (LW) | 0.51% | 3.48% | 14.52% | - |
 Raymond James (RJF) | 0.48% | 0% | 12.5% | 8/12/2025 |
 Gray Television (GTN) | 0.46% | 0% | 15.92% | 4/8/2024 |
 Philips (PHG) | 0.42% | 0% | 9.16% | 5/4/2023 |
 Vital Energy (VTLE) | 0.37% | 0% | 10.25% | 7/25/2023 |
 Group 1 Automotive (GPI) | 0.34% | 0% | 10.4% | 1/2/2024 |
 SoFi (SOFI) | 0.33% | 0% | 16.15% | 7/31/2023 |
 UHS (UHS) | 0.29% | 0% | 7.07% | 4/3/2025 |
 Owens Corning (OC) | 0.29% | 0% | 7.07% | 4/4/2023 |
 Avalanche (AVAX) | 0.29% | 0.62% | 30.28% | - |
 TechnipFMC (FTI) | 0.26% | 0% | 6.6% | 5/27/2025 |
 Alpha Metallurgical (AMR) | 0.23% | 0% | 7.69% | 7/5/2023 |
 StoneCo (STNE) | 0.22% | 0% | 27.87% | 1/2/2024 |
 Leidos (LDOS) | 0.22% | 3.66% | 5.28% | - |
 TD Synnex (SNX.US) | 0.21% | 0% | 9.32% | 5/4/2023 |
 Accenture (ACN) | 0.19% | 3.65% | 4.58% | - |
 ApeCoin (APE) | 0.19% | 0.02% | 99.22% | - |
 Hologic (HOLX) | 0.18% | 0% | 4.43% | 5/30/2025 |
 Markel (MKL) | 0.13% | 2.67% | 5.12% | - |
 Vermilion (VET.US) | 0.12% | 0% | 3.57% | 9/13/2023 |
 Litecoin (LTC) | 0.12% | 0.05% | 98.99% | - |
 XRP (XRP) | 0.12% | 0% | 52.87% | 11/22/2024 |
 Terra Classic (LUNC) | 0.12% | 0% | 79.11% | 11/13/2025 |
 Helium (HNT) | 0.1% | 0.02% | 46.27% | - |
 Credit Suisse Group AG (CSGN.ZU) | 0.1% | 0% | 12.03% | 6/8/2023 |
 Hershey (HSY) | 0.08% | 0% | 1.86% | 2/27/2025 |
 Anglo American (AAL.L) | 0.08% | 0% | 2.87% | 5/15/2024 |
 Regeneron (REGN) | 0.08% | 0% | 6.44% | 3/27/2023 |
 Shiba (in millions) (SHIBxM) | 0.08% | 0.05% | 46.35% | - |
 Warner Bros Discovery (WBD) | 0.07% | 0% | 6.06% | 3/22/2023 |
 ZIM (ZIM) | 0.07% | 0% | 2.1% | 8/1/2023 |
 Arbitrum (ARB) | 0.07% | 0.03% | 46.35% | - |
 Cardano (ADA) | 0.07% | 0% | 27.8% | 1/3/2025 |
 Meta (META) | 0.04% | 0% | 0.78% | 1/11/2023 |
 U.S. Steel (X) | 0.03% | 0% | 1.01% | 8/14/2023 |
 Flare (FLR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 10.5% | 8.56% |
| Alphabet (GOOG) | 2.94% | 6.64% |
| AMD (AMD) | 2.94% | 5.78% |
| Microsoft (MSFT) | 3.36% | 5.68% |
| Wells Fargo (WFC) | 4.2% | 5.61% |
| Centene (CNC) | 6.3% | 4.62% |
| Buckle (BKE) | 4.2% | 4.31% |
| Take-Two (TTWO) | 3.15% | 4.24% |
| Vertex (VRTX) | 3.36% | 4.22% |
| Amazon (AMZN) | 3.15% | 4.11% |
| Coca-Cola Europacific (CCEP) | 3.15% | 4.08% |
| Tencent (0700.HK) | 3.15% | 3.92% |
| Edison (EIX) | 4.2% | 3.72% |
| Pagseguro (PAGS) | 4.2% | 3.52% |
| Enterprise Products (EPD) | 4.2% | 3.4% |
| Molson Coors (TAP) | 4.2% | 3.1% |
| Comcast (CMCSA) | 4.2% | 2.8% |
| Altria (MO) | 2.1% | 2.38% |
| Bayer (BAYN.DE) | 3.15% | 2.34% |
| Domino's (DPZ) | 3.15% | 2.27% |
| Everest (EG) | 3.15% | 2.23% |
| Ellington Financial (EFC) | 2.1% | 1.83% |
| BHP (BHP) | 2.1% | 1.8% |
| SPDR Blackstone Senior Loan ETF (SRLN) | 2.1% | 1.71% |
| Pfizer (PFE) | 2.1% | 1.52% |
| IIPR (IIPR) | 2.1% | 1.17% |
| Ethereum (ETH) | 0.11% | 0.57% |
| Helium (HNT) | 0.63% | 0.11% |
| Shiba (in millions) (SHIBxM) | 0.42% | 0.09% |
| Litecoin (LTC) | 0.32% | 0.08% |
| Arbitrum (ARB) | 0.42% | 0.07% |
| ApeCoin (APE) | 0.42% | 0.04% |
Cash & Instruments Over Time
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