Portfolio Diversification
Range
Most Diversified
65 instruments
April 5, 2025
Least Diversified
0 instruments
February 2, 2025
Average
31.8 instruments
Most Consistent Holdings
Top 5
MSFT99.91%
NVDA99.91%
SBUX68.63%
F68.37%
INTC68.2%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 32.46% | 16.2% | 99.91% | - |
| Microsoft (MSFT) | 23.87% | 1.96% | 99.91% | - |
 Maersk (MAERSKB.CO) | 4.77% | 0.85% | 54.39% | - |
 BlackRock (BLK) | 3.23% | 0.93% | 60.7% | - |
 Bitcoin (BTC) | 2.66% | 2.23% | 60.61% | - |
 Hermes (RMS.PA) | 2.39% | 0% | 31.97% | 3/17/2025 |
 Hapag-Lloyd (HLAG.DE) | 1.51% | 0% | 42.03% | 2/13/2024 |
 Target (TGT) | 1.34% | 0.99% | 58.91% | - |
| Starbucks (SBUX) | 1.11% | 0% | 68.63% | 1/15/2025 |
 Netflix (NFLX) | 0.77% | 0.52% | 26.43% | - |
 Adidas (ADS.DE) | 0.74% | 0% | 29.24% | 2/16/2024 |
 Apple (AAPL) | 0.73% | 0% | 44.93% | 3/10/2025 |
 McDonald's (MCD) | 0.71% | 0% | 30.09% | 11/13/2024 |
 Rheinmetall (RHM.DE) | 0.7% | 8.54% | 16.54% | - |
 Nucor (NUE) | 0.67% | 0% | 35.98% | 7/5/2023 |
 Mercedes-Benz (MBG.DE) | 0.63% | 0% | 41.09% | 12/5/2024 |
 Axon (AXON) | 0.62% | 5.95% | 29.41% | - |
 Oracle (ORCL) | 0.59% | 2.05% | 54.05% | - |
 Williams-Sonoma (WSM) | 0.58% | 0.74% | 28.39% | - |
 Lowe's (LOW) | 0.56% | 0% | 31.2% | 11/15/2024 |
| Intel (INTC) | 0.54% | 0.3% | 68.2% | - |
 JPMorgan (JPM) | 0.53% | 2.47% | 35.64% | - |
| Ford (F) | 0.51% | 0% | 68.37% | 2/25/2025 |
 TSMC (TSM) | 0.49% | 2.42% | 29.41% | - |
 Tesla (TSLA) | 0.47% | 2.57% | 28.9% | - |
 Broadcom (AVGO) | 0.46% | 2.73% | 27.45% | - |
 BlackStone (BX) | 0.45% | 0.69% | 38.7% | - |
 Avolta (AVOL.ZU) | 0.44% | 0% | 16.03% | 3/29/2023 |
 CAVA (CAVA) | 0.43% | 1.37% | 31.54% | - |
 Wells Fargo (WFC) | 0.41% | 1.03% | 54.39% | - |
 Macy's (M) | 0.4% | 0% | 36.32% | 8/23/2023 |
 AMD (AMD) | 0.4% | 1.4% | 44.67% | - |
 Porsche (P911.DE) | 0.4% | 0% | 14.32% | 3/29/2023 |
 LVMH (MC.PA) | 0.37% | 0% | 22.59% | 3/18/2025 |
 Morgan Stanley (MS) | 0.35% | 1.74% | 42.97% | - |
 Shell (SHEL.L) | 0.31% | 0% | 25.92% | 3/29/2023 |
 Penn National (PENN) | 0.3% | 0% | 37% | 9/14/2023 |
 Chipotle (CMG) | 0.29% | 0% | 19.18% | 11/21/2024 |
 ServiceNow (NOW) | 0.28% | 4.11% | 7.25% | - |
 GM (GM) | 0.28% | 0% | 37.77% | 11/14/2023 |
 Amazon (AMZN) | 0.26% | 0.92% | 24.98% | - |
 Wynn Resorts (WYNN) | 0.25% | 0% | 26.34% | 7/7/2023 |
 PepsiCo (PEP) | 0.24% | 0% | 8.61% | 8/23/2023 |
 Applied Materials (AMAT) | 0.22% | 1.46% | 28.56% | - |
 Royal Caribbean (RCL) | 0.21% | 2.05% | 15.52% | - |
 Qantas (QAN.ASX) | 0.21% | 0% | 34.02% | 10/31/2023 |
 Trade Desk (TTD) | 0.21% | 0% | 29.58% | 5/26/2023 |
 Shopify (SHOP) | 0.21% | 0% | 17.99% | 5/26/2023 |
 Charles Schwab (SCHW) | 0.21% | 0% | 32.65% | 11/21/2024 |
 Alphabet (GOOG) | 0.2% | 0% | 25.58% | 12/18/2024 |
 Qualcomm (QCOM) | 0.2% | 0.73% | 28.56% | - |
 Nike (NKE) | 0.19% | 0.89% | 33.08% | - |
 NatWest (NWG.L) | 0.19% | 3.13% | 21.65% | - |
 Bank of America (BAC) | 0.19% | 0% | 35.04% | 11/21/2024 |
 Texas Instruments (TXN) | 0.19% | 0% | 12.11% | 7/7/2023 |
 ASML (ASML.NV) | 0.19% | 0% | 5.8% | 3/29/2023 |
 Sea (SE) | 0.19% | 0% | 20.12% | 10/21/2022 |
 Apollo (APO) | 0.19% | 1.35% | 17.48% | - |
 Ethereum (ETH) | 0.18% | 0% | 8.1% | 5/27/2024 |
 Dior (CDI.PA) | 0.18% | 0% | 8.87% | 9/20/2024 |
 L'Oréal (OR.PA) | 0.18% | 0% | 20.46% | 3/3/2025 |
 Coca-Cola (KO) | 0.18% | 0% | 31.12% | 2/21/2025 |
 Deere (DE) | 0.17% | 2.4% | 19.52% | - |
 Citi (C) | 0.15% | 1.35% | 22.08% | - |
 American Express (AXP) | 0.14% | 0.27% | 17.05% | - |
 Lennar (LEN) | 0.14% | 1.67% | 16.62% | - |
 Phoenix (PHNX.L) | 0.13% | 0% | 25.15% | 10/25/2024 |
 Micron (MU) | 0.12% | 0.73% | 27.11% | - |
 Ferrari (RACE) | 0.12% | 0% | 15.69% | 4/16/2025 |
 Invesco QQQ (QQQ) | 0.12% | 0% | 6.91% | 9/23/2024 |
 Petrobras (PBR) | 0.12% | 0.31% | 42.11% | - |
 Disney (DIS) | 0.12% | 0% | 8.78% | 10/25/2022 |
 Walmart (WMT) | 0.11% | 0% | 17.82% | 2/27/2025 |
 Caterpillar (CAT) | 0.11% | 1.57% | 14.24% | - |
 eBay (EBAY) | 0.11% | 0% | 27.62% | 2/25/2025 |
 IAG (IAG.L) | 0.11% | 0% | 16.37% | 1/8/2025 |
 Roku (ROKU) | 0.1% | 0% | 13.04% | 7/21/2023 |
 Aviva (AV.L) | 0.1% | 0% | 21.82% | 10/25/2024 |
 Estee Lauder (EL) | 0.1% | 0.58% | 20.46% | - |
 ASM (ASM.NV) | 0.1% | 0% | 5.8% | 3/29/2023 |
 Kering (KER.PA) | 0.1% | 0% | 12.11% | 2/11/2025 |
 Costco (COST) | 0.1% | 0.53% | 14.66% | - |
 TotalEnergies (TTE.PA) | 0.1% | 0% | 7.08% | 3/29/2023 |
 Allianz (ALV.DE) | 0.1% | 0% | 12.62% | 12/5/2024 |
 Alphabet (GOOGL) | 0.1% | 1.61% | 7.25% | - |
 SPDR Gold (GLD) | 0.09% | 1.63% | 8.35% | - |
 Levi's (LEVI) | 0.09% | 0.39% | 27.11% | - |
 Hasbro (HAS) | 0.09% | 0% | 8.95% | 1/19/2024 |
 Crowdstrike (CRWD) | 0.09% | 0.2% | 11.94% | - |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.09% | 0% | 6.91% | 9/23/2024 |
 Quanta Services (PWR) | 0.08% | 1.42% | 13.73% | - |
 Eli Lilly (LLY) | 0.08% | 0% | 12.36% | 2/27/2025 |
 Harbour Energy (HBR.L) | 0.07% | 0% | 21.14% | 9/13/2024 |
 Palantir (PLTR) | 0.07% | 1.5% | 6.31% | - |
 Goldman Sachs (GS) | 0.07% | 0% | 14.41% | 2/11/2025 |
 Assura (AGR.L) | 0.07% | 0% | 25.15% | 10/25/2024 |
 Home Depot (HD) | 0.07% | 0% | 4.52% | 1/6/2025 |
 RH (RH) | 0.07% | 0% | 3.58% | 2/11/2022 |
 Santander (SAN.MC) | 0.07% | 2.03% | 6.22% | - |
 Meta (META) | 0.06% | 0.27% | 10.83% | - |
 US Bancorp (USB) | 0.06% | 0% | 9.29% | 11/25/2022 |
 Albemarle (ALB) | 0.06% | 0% | 4.09% | 2/17/2022 |
 HSBC (HSBA.L) | 0.06% | 0% | 4.09% | 2/13/2024 |
 HKEX (00388.HK) | 0.06% | 0% | 7.67% | 4/1/2022 |
 Progressive (PGR) | 0.05% | 0% | 4.6% | 11/14/2024 |
 IBM (IBM) | 0.05% | 0% | 6.65% | 2/11/2025 |
 Synopsys (SNPS) | 0.05% | 0% | 10.23% | 9/13/2024 |
 Thales (HO.PA) | 0.05% | 1.43% | 3.92% | - |
 SPDR Gold MiniShares Trust (GLDM) | 0.05% | 0% | 19.35% | 12/31/2024 |
 Yum (YUM) | 0.05% | 0% | 3.84% | 6/6/2023 |
 XRP (XRP) | 0.05% | 0% | 6.05% | 3/17/2025 |
 NOS SGPS SA (NOS.LS) | 0.04% | 1.4% | 4.43% | - |
 Repsol (REP.MC) | 0.04% | 0% | 5.2% | 3/6/2023 |
 Go-Ahead Group PLC (GOG.L) | 0.04% | 0% | 9.12% | 10/11/2022 |
 ASML (ASML) | 0.04% | 0.34% | 13.64% | - |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.04% | 0% | 3.5% | 5/16/2023 |
 CSX (CSX) | 0.04% | 0% | 5.46% | 11/14/2023 |
 SPDR S&P 500 ETF (SPY) | 0.04% | 1.12% | 3.24% | - |
 Comcast (CMCSA) | 0.04% | 0% | 5.88% | 3/6/2024 |
 HUGO BOSS (BOSS.DE) | 0.04% | 0% | 8.01% | 4/5/2022 |
 Allstate (ALL) | 0.03% | 0% | 4.69% | 11/15/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.03% | 0% | 10.14% | 9/23/2024 |
 Visa (V) | 0.03% | 0% | 7.42% | 2/25/2025 |
 Legal & General (LGEN.L) | 0.03% | 0% | 17.22% | 12/5/2024 |
 VICI Properties (VICI) | 0.03% | 0% | 6.99% | 7/10/2024 |
 Adobe (ADBE) | 0.03% | 0% | 8.78% | 8/20/2024 |
 iShares Semiconductor ETF (SOXX) | 0.03% | 0% | 10.14% | 9/23/2024 |
 BP (BP.US) | 0.03% | 0% | 2.9% | 2/7/2024 |
 Sprott Physical Gold Trust (PHYS) | 0.03% | 0% | 15.43% | 11/15/2024 |
 Kellanova (K) | 0.03% | 0% | 1.71% | 11/25/2022 |
 Rubrik Inc (RBRK) | 0.03% | 0.33% | 11.34% | - |
 Prudential (PRU) | 0.03% | 0% | 6.31% | 12/16/2024 |
 Cracker Barrel (CBRL) | 0.03% | 0% | 7.59% | 7/11/2024 |
 Richemont (CFR.ZU) | 0.03% | 0% | 5.71% | 8/20/2024 |
 ARM (ARM) | 0.03% | 0% | 1.79% | 10/6/2023 |
 Sprott Physical Silver Trust (PSLV) | 0.03% | 0% | 16.97% | 12/16/2024 |
 Willis Towers Watson (WTW) | 0.02% | 0% | 2.22% | 10/31/2024 |
 RBI (QSR) | 0.02% | 0% | 2.9% | 5/26/2023 |
 Amgen (AMGN) | 0.02% | 0% | 7.76% | 8/27/2024 |
 iShares Silver Trust (SLV) | 0.02% | 0.16% | 17.56% | - |
 Corebridge (CRBG) | 0.02% | 0% | 9.55% | 1/15/2025 |
 Berkshire Hathaway (BRK.B) | 0.02% | 0% | 1.19% | 9/27/2024 |
 Commerzbank (CBK.DE) | 0.02% | 0.66% | 4.18% | - |
 Las Vegas Sands (LVS) | 0.02% | 0% | 1.88% | 11/25/2022 |
 Diageo (DGE.L) | 0.02% | 0% | 3.07% | 2/13/2024 |
 Unilever (ULVR.L) | 0.01% | 0% | 2.3% | 2/13/2024 |
 Mastercard (MA) | 0.01% | 0% | 4.77% | 2/11/2025 |
 iShares Physical Gold ETC (PPFB.DE) | 0.01% | 0% | 6.99% | 12/5/2024 |
 Toll Brothers (TOL) | 0.01% | 0% | 2.3% | 11/21/2024 |
 Ramada Investimentos e Industria SA (RAM.LS) | 0.01% | 0.4% | 4.43% | - |
 Lazard (LAZ) | 0.01% | 0% | 5.46% | 12/20/2024 |
 Mota Engil SGPS SA (EGL.LS) | 0.01% | 0.37% | 4.43% | - |
 Domino's (DOM.L) | 0.01% | 0% | 5.2% | 10/6/2023 |
 NOVABASE SGPS SA (NBA.LS) | 0.01% | 0.41% | 4.43% | - |
 Rocket Lab (RKLB) | 0.01% | 0% | 4.09% | 9/14/2023 |
 Fidelity National Financial (FNF) | 0.01% | 0% | 4.09% | 11/21/2024 |
 Fetch.ai (FET) | 0.01% | 0% | 8.78% | 6/21/2024 |
 Intuit (INTU) | 0.01% | 0% | 1.96% | 6/17/2024 |
 BAE Systems (BA.L) | 0.01% | 0% | 1.19% | 3/17/2025 |
 Altri SGPS SA (ALTR.LS) | 0.01% | 0.17% | 4.43% | - |
 Honeywell (HON) | 0.01% | 0% | 6.91% | 8/20/2024 |
 Kenvue (KVUE) | 0.01% | 0% | 1.02% | 5/16/2023 |
 Deutsche Bank (DBK.DE) | 0.01% | 0.36% | 2.64% | - |
 Phillips 66 (PSX) | 0.01% | 0% | 9.55% | 9/13/2024 |
 Admiral (ADM.L) | 0.01% | 0% | 1.88% | 10/25/2024 |
 Vistra (VST) | 0.01% | 0% | 6.91% | 8/20/2024 |
 Emirates NBD (EMIRATESNBD.AE) | 0.01% | 0.13% | 4.26% | - |
 M&G (MNG.L) | 0% | 0% | 3.15% | 2/16/2024 |
 Render Token (RENDER) | 0% | 0% | 0.85% | 3/19/2024 |
 Carnival (CCL) | 0% | 0% | 0.77% | 1/11/2024 |
 Equinix (EQIX) | 0% | 0% | 1.45% | 2/20/2025 |
 BP (BP.L) | 0% | 0% | 1.79% | 3/7/2023 |
 Boeing (BA) | 0% | 0% | 0.68% | 9/11/2024 |
 Wix (WIX) | 0% | 0% | 5.12% | 7/22/2024 |
 Merck (MRK) | 0% | 0% | 2.9% | 7/1/2024 |
 ING (INGA.NV) | 0% | 0.19% | 2.05% | - |
 Warner Bros Discovery (WBD) | 0% | 0% | 3.75% | 10/4/2023 |
 Navigator Company SA (NVG.LS) | 0% | 0.09% | 4.43% | - |
 Beazley (BEZ.L) | 0% | 0% | 1.71% | 10/23/2024 |
 UBS (UBSG.ZU) | 0% | 0% | 0.6% | 1/15/2025 |
 Impact Healthcare Reit (CRT.L) | 0% | 0.15% | 2.05% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0% | 0% | 1.79% | 11/15/2024 |
 MGM (MGM) | 0% | 0% | 1.19% | 6/14/2024 |
 Marsh & McLennan (MMC) | 0% | 0% | 1.45% | 6/5/2023 |
 Texas Roadhouse (TXRH) | 0% | 0% | 3.5% | 7/22/2024 |
 Edison (EIX) | 0% | 0% | 3.5% | 7/11/2024 |
 Nordea (NDA_SE.ST) | 0% | 0.13% | 2.05% | - |
 Rolls-Royce (RR.L) | 0% | 0% | 2.22% | 1/29/2025 |
 Nasdaq (NDAQ) | 0% | 0% | 2.05% | 7/7/2023 |
 BOGG (BGEO.L) | 0% | 0% | 0.6% | 9/27/2024 |
 Barclays (BARC.L) | 0% | 0% | 1.11% | 3/7/2023 |
 NRG Energy (NRG) | 0% | 0.05% | 4.43% | - |
 Norwegian Cruise Line (NCLH) | 0% | 0% | 1.11% | 10/31/2024 |
 Peloton (PTON) | 0% | 0% | 1.96% | 9/13/2024 |
 Dr. Martens (DOCS.L) | 0% | 0% | 1.19% | 2/15/2024 |
 Caesars (CZR) | 0% | 0% | 1.45% | 6/17/2024 |
 Eutelsat (ETL.PA) | 0% | 0% | 0.68% | 3/18/2025 |
 Constellation Brands (STZ) | 0% | 0% | 0.09% | 10/3/2024 |
 Flare (FLR) | 0% | 0% | 1.79% | 2/24/2023 |
 Official Trump (Experimental) (TRUMP) | 0% | 0% | 0.17% | 1/21/2025 |
 Songbird (SGB) | 0% | 0% | 0.43% | 11/21/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 49.05% | 53.39% |
| Bitcoin (BTC) | 17% | 15.3% |
| BlackRock (BLK) | 10.91% | 10.17% |
| Costco (COST) | 3.4% | 3.03% |
| Axon (AXON) | 2.31% | 1.97% |
| Microsoft (MSFT) | 0.89% | 1.4% |
| Tesla (TSLA) | 0.81% | 1.34% |
| Home Depot (HD) | 1.45% | 1.29% |
| Starbucks (SBUX) | 1.39% | 1.21% |
| Broadcom (AVGO) | 0.5% | 0.77% |
| Royal Caribbean (RCL) | 0.74% | 0.76% |
| CAVA (CAVA) | 1.05% | 0.75% |
| TSMC (TSM) | 0.53% | 0.65% |
| Maersk (MAERSKB.CO) | 0.7% | 0.57% |
| BlackStone (BX) | 0.7% | 0.57% |
| Apollo (APO) | 0.46% | 0.55% |
| Oracle (ORCL) | 0.52% | 0.55% |
| Applied Materials (AMAT) | 0.9% | 0.54% |
| Qualcomm (QCOM) | 0.75% | 0.51% |
| Lennar (LEN) | 0.68% | 0.45% |
| Target (TGT) | 0.56% | 0.45% |
| Morgan Stanley (MS) | 0.37% | 0.42% |
| AMD (AMD) | 0.53% | 0.4% |
| Intel (INTC) | 0.51% | 0.33% |
| Levi's (LEVI) | 0.36% | 0.29% |
| Micron (MU) | 0.49% | 0.28% |
| Estee Lauder (EL) | 0.34% | 0.25% |
| Nike (NKE) | 0.31% | 0.25% |
| Wells Fargo (WFC) | 0.22% | 0.23% |
| Citi (C) | 0.22% | 0.23% |
| Rubrik Inc (RBRK) | 0.27% | 0.22% |
| Petrobras (PBR) | 0.3% | 0.21% |
| Coca-Cola (KO) | 0.26% | 0.21% |
| Corebridge (CRBG) | 0.21% | 0.2% |
| NatWest (NWG.L) | 0.16% | 0.17% |