Portfolio Diversification
Range
Most Diversified
24 instruments
November 26, 2024
Least Diversified
1 instruments
January 2, 2023
Average
12.1 instruments
Most Consistent Holdings
Top 5
AAPL53.88%
MSFT53.88%
JPM53.88%
KO53.88%
WMT53.88%
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 |
|---|---|---|---|---|
| 44.63% | 0% | 46.12% | 5/16/2024 | |
 Global-EdgePro | 15.43% | 35.38% | 36.01% | - |
 AI-Edge | 5.81% | 23.68% | 24.13% | - |
 NVIDIA (NVDA) | 5.31% | 5.38% | 53.88% | - |
 Palantir (PLTR) | 4.08% | 8.39% | 53.88% | - |
 Global X MSCI Argentina ETF (ARGT) | 3.41% | 3.79% | 53.88% | - |
 Alphabet (GOOG) | 1.97% | 0% | 25.82% | 2/18/2025 |
 Amazon (AMZN) | 1.93% | 1.18% | 52.29% | - |
 Arista (ANET) | 1.66% | 2.55% | 53.88% | - |
| Apple (AAPL) | 1.55% | 2.08% | 53.88% | - |
 SPDR Gold (GLD) | 1.19% | 0% | 22.83% | 2/18/2025 |
 Shopify (SHOP) | 0.92% | 1.34% | 53.88% | - |
 Tesla (TSLA) | 0.77% | 0.58% | 46.59% | - |
 Goldman Sachs (GS) | 0.76% | 1.15% | 53.88% | - |
| Microsoft (MSFT) | 0.72% | 0.65% | 53.88% | - |
 Aon (AON) | 0.71% | 0.93% | 53.88% | - |
| Coca-Cola (KO) | 0.7% | 0.56% | 53.88% | - |
 AMD (AMD) | 0.69% | 1.43% | 53.88% | - |
| JPMorgan (JPM) | 0.63% | 0.89% | 53.88% | - |
| Walmart (WMT) | 0.56% | 0.92% | 53.88% | - |
 iShares Silver Trust (SLV) | 0.53% | 0% | 22.83% | 2/18/2025 |
 McDonald's (MCD) | 0.45% | 0% | 25.82% | 2/18/2025 |
 Fortinet (FTNT) | 0.41% | 0.33% | 53.88% | - |
 SPDR S&P 500 ETF (SPY) | 0.41% | 0.45% | 53.88% | - |
 Dell (DELL) | 0.38% | 0.41% | 49.3% | - |
 Ishares Russell 2000 ETF (IWM) | 0.25% | 1.26% | 20.77% | - |
 Intel (INTC) | 0.07% | 0% | 25.82% | 2/18/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Global-EdgePro | 63.66% | 56.78% |
| Palantir (PLTR) | 3.32% | 7.52% |
| NVIDIA (NVDA) | 4.89% | 5.78% |
| Global X MSCI Argentina ETF (ARGT) | 3.77% | 4.58% |
| Alphabet (GOOG) | 4.06% | 4.03% |
| Amazon (AMZN) | 2.92% | 3.06% |
| SPDR Gold (GLD) | 2.08% | 2.05% |
| Arista (ANET) | 1.55% | 1.86% |
| Apple (AAPL) | 1.36% | 1.59% |
| Tesla (TSLA) | 0.82% | 1.48% |
| Shopify (SHOP) | 0.73% | 1.18% |
| Goldman Sachs (GS) | 0.78% | 0.86% |
| iShares Silver Trust (SLV) | 1.01% | 0.84% |
| McDonald's (MCD) | 0.75% | 0.74% |
| Microsoft (MSFT) | 0.79% | 0.71% |
| Coca-Cola (KO) | 0.77% | 0.68% |
| Dell (DELL) | 0.74% | 0.62% |
| Aon (AON) | 0.54% | 0.61% |
| JPMorgan (JPM) | 0.53% | 0.56% |
| Fortinet (FTNT) | 0.37% | 0.53% |
| Walmart (WMT) | 0.41% | 0.52% |
| SPDR S&P 500 ETF (SPY) | 0.42% | 0.41% |
| AMD (AMD) | 0.61% | 0.4% |
| Intel (INTC) | 0.15% | 0.09% |