Portfolio Diversification
Range
Most Diversified
63 instruments
July 20, 2024
Least Diversified
0 instruments
February 2, 2025
Average
29.7 instruments
Most Consistent Holdings
Top 5
MSFT99.91%
NVDA99.91%
SBUX73.38%
F71.38%
INTC66%
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) | 33.24% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 25.4% | 0% | 99.91% | 2/1/2025 |
 Maersk (MAERSKB.CO) | 5.07% | 0% | 53.42% | 2/1/2025 |
 BlackRock (BLK) | 3.42% | 0% | 57.98% | 2/1/2025 |
 Bitcoin (BTC) | 2.65% | 0% | 57.89% | 2/1/2025 |
 Hermes (RMS.PA) | 2.19% | 0% | 30.26% | 2/1/2025 |
 Hapag-Lloyd (HLAG.DE) | 1.61% | 0% | 44.94% | 2/13/2024 |
 Target (TGT) | 1.39% | 0% | 56.06% | 2/1/2025 |
| Starbucks (SBUX) | 1.18% | 0% | 73.38% | 1/15/2025 |
 Adidas (ADS.DE) | 0.79% | 0% | 31.27% | 2/16/2024 |
 Apple (AAPL) | 0.76% | 0% | 44.76% | 2/1/2025 |
 McDonald's (MCD) | 0.75% | 0% | 32.18% | 11/13/2024 |
 Nucor (NUE) | 0.71% | 0% | 38.47% | 7/5/2023 |
 Netflix (NFLX) | 0.69% | 0% | 22.97% | 2/1/2025 |
 Mercedes-Benz (MBG.DE) | 0.67% | 0% | 43.94% | 12/5/2024 |
 Lowe's (LOW) | 0.6% | 0% | 33.36% | 11/15/2024 |
 Williams-Sonoma (WSM) | 0.57% | 0% | 23.43% | 2/1/2025 |
| Intel (INTC) | 0.55% | 0% | 66% | 2/1/2025 |
| Ford (F) | 0.55% | 0% | 71.38% | 9/23/2024 |
 Oracle (ORCL) | 0.51% | 0% | 50.87% | 2/1/2025 |
 JPMorgan (JPM) | 0.48% | 0% | 31.18% | 2/1/2025 |
 Avolta (AVOL.ZU) | 0.47% | 0% | 17.14% | 3/29/2023 |
 BlackStone (BX) | 0.44% | 0% | 34.46% | 2/1/2025 |
 Macy's (M) | 0.43% | 0% | 38.83% | 8/23/2023 |
 Porsche (P911.DE) | 0.43% | 0% | 15.31% | 3/29/2023 |
 CAVA (CAVA) | 0.39% | 0% | 26.8% | 2/1/2025 |
 Wells Fargo (WFC) | 0.38% | 0% | 51.23% | 2/1/2025 |
 TSMC (TSM) | 0.37% | 0% | 24.52% | 2/1/2025 |
 AMD (AMD) | 0.36% | 0% | 40.84% | 2/1/2025 |
 Tesla (TSLA) | 0.34% | 0% | 23.97% | 2/1/2025 |
 LVMH (MC.PA) | 0.34% | 0% | 20.15% | 2/1/2025 |
 Axon (AXON) | 0.34% | 0% | 24.52% | 2/1/2025 |
 Shell (SHEL.L) | 0.33% | 0% | 27.71% | 3/29/2023 |
 Broadcom (AVGO) | 0.32% | 0% | 22.42% | 2/1/2025 |
 Penn National (PENN) | 0.32% | 0% | 39.56% | 9/14/2023 |
 Chipotle (CMG) | 0.31% | 0% | 20.51% | 11/21/2024 |
 GM (GM) | 0.3% | 0% | 40.38% | 11/14/2023 |
 Morgan Stanley (MS) | 0.27% | 0% | 39.02% | 2/1/2025 |
 Wynn Resorts (WYNN) | 0.27% | 0% | 28.17% | 7/7/2023 |
 PepsiCo (PEP) | 0.25% | 0% | 9.21% | 8/23/2023 |
 Qantas (QAN.ASX) | 0.23% | 0% | 36.37% | 10/31/2023 |
 Trade Desk (TTD) | 0.23% | 0% | 31.63% | 5/26/2023 |
 Shopify (SHOP) | 0.22% | 0% | 19.23% | 5/26/2023 |
 Charles Schwab (SCHW) | 0.22% | 0% | 34.91% | 11/21/2024 |
 Amazon (AMZN) | 0.22% | 0% | 19.78% | 2/1/2025 |
 Alphabet (GOOG) | 0.22% | 0% | 27.35% | 12/18/2024 |
 Bank of America (BAC) | 0.2% | 0% | 37.47% | 11/21/2024 |
 Texas Instruments (TXN) | 0.2% | 0% | 12.94% | 7/7/2023 |
 ASML (ASML.NV) | 0.2% | 0% | 6.2% | 3/29/2023 |
 Sea (SE) | 0.2% | 0% | 21.51% | 10/21/2022 |
 Ethereum (ETH) | 0.2% | 0% | 8.66% | 5/27/2024 |
 Dior (CDI.PA) | 0.19% | 0% | 9.48% | 9/20/2024 |
 L'Oréal (OR.PA) | 0.19% | 0% | 19.23% | 2/1/2025 |
 Coca-Cola (KO) | 0.18% | 0% | 31.54% | 2/1/2025 |
 Nike (NKE) | 0.18% | 0% | 28.44% | 2/1/2025 |
 Qualcomm (QCOM) | 0.17% | 0% | 23.61% | 2/1/2025 |
 Applied Materials (AMAT) | 0.15% | 0% | 23.61% | 2/1/2025 |
 Rheinmetall (RHM.DE) | 0.14% | 0% | 10.76% | 2/1/2025 |
 American Express (AXP) | 0.14% | 0% | 11.67% | 11/20/2024 |
 Phoenix (PHNX.L) | 0.14% | 0% | 26.89% | 10/25/2024 |
 Invesco QQQ (QQQ) | 0.13% | 0% | 7.38% | 9/23/2024 |
 Disney (DIS) | 0.13% | 0% | 9.39% | 10/25/2022 |
 Walmart (WMT) | 0.12% | 0% | 18.41% | 11/13/2024 |
 IAG (IAG.L) | 0.12% | 0% | 17.5% | 1/8/2025 |
 eBay (EBAY) | 0.12% | 0% | 27.44% | 2/1/2025 |
 Roku (ROKU) | 0.11% | 0% | 13.95% | 7/21/2023 |
 Aviva (AV.L) | 0.11% | 0% | 23.34% | 10/25/2024 |
 Petrobras (PBR) | 0.11% | 0% | 38.1% | 2/1/2025 |
 ASM (ASM.NV) | 0.11% | 0% | 6.2% | 3/29/2023 |
 TotalEnergies (TTE.PA) | 0.11% | 0% | 7.57% | 3/29/2023 |
 Allianz (ALV.DE) | 0.1% | 0% | 13.49% | 12/5/2024 |
 Kering (KER.PA) | 0.1% | 0% | 12.12% | 2/1/2025 |
 Hasbro (HAS) | 0.1% | 0% | 9.57% | 1/19/2024 |
 Apollo (APO) | 0.1% | 0% | 11.76% | 2/1/2025 |
 Citi (C) | 0.1% | 0% | 16.68% | 2/1/2025 |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.09% | 0% | 7.38% | 9/23/2024 |
 NatWest (NWG.L) | 0.09% | 0% | 16.23% | 2/1/2025 |
 Costco (COST) | 0.09% | 0% | 11.67% | 2/1/2025 |
 Crowdstrike (CRWD) | 0.08% | 0% | 8.02% | 10/15/2024 |
 Eli Lilly (LLY) | 0.08% | 0% | 11.21% | 9/23/2024 |
 Micron (MU) | 0.08% | 0% | 22.06% | 2/1/2025 |
 Harbour Energy (HBR.L) | 0.08% | 0% | 22.61% | 9/13/2024 |
 Levi's (LEVI) | 0.08% | 0% | 22.06% | 2/1/2025 |
 Royal Caribbean (RCL) | 0.08% | 0% | 9.66% | 2/1/2025 |
 Assura (AGR.L) | 0.07% | 0% | 26.89% | 10/25/2024 |
 Home Depot (HD) | 0.07% | 0% | 4.83% | 1/6/2025 |
 Goldman Sachs (GS) | 0.07% | 0% | 14.59% | 2/1/2025 |
 RH (RH) | 0.07% | 0% | 3.83% | 2/11/2022 |
 Ferrari (RACE) | 0.07% | 0% | 10.12% | 2/1/2025 |
 US Bancorp (USB) | 0.07% | 0% | 9.94% | 11/25/2022 |
 Estee Lauder (EL) | 0.06% | 0% | 14.95% | 2/1/2025 |
 Albemarle (ALB) | 0.06% | 0% | 4.38% | 2/17/2022 |
 HSBC (HSBA.L) | 0.06% | 0% | 4.38% | 2/13/2024 |
 HKEX (00388.HK) | 0.06% | 0% | 8.2% | 4/1/2022 |
 Lennar (LEN) | 0.06% | 0% | 10.85% | 2/1/2025 |
 Progressive (PGR) | 0.06% | 0% | 4.92% | 11/14/2024 |
 IBM (IBM) | 0.06% | 0% | 6.65% | 6/5/2024 |
 Synopsys (SNPS) | 0.05% | 0% | 10.94% | 9/13/2024 |
 SPDR Gold MiniShares Trust (GLDM) | 0.05% | 0% | 20.69% | 12/31/2024 |
 SPDR Gold (GLD) | 0.05% | 0% | 5.47% | 11/13/2024 |
 Yum (YUM) | 0.05% | 0% | 4.1% | 6/6/2023 |
 Deere (DE) | 0.05% | 0% | 14.04% | 3/6/2024 |
 Repsol (REP.MC) | 0.04% | 0% | 5.56% | 3/6/2023 |
 Go-Ahead Group PLC (GOG.L) | 0.04% | 0% | 9.75% | 10/11/2022 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.04% | 0% | 3.74% | 5/16/2023 |
 CSX (CSX) | 0.04% | 0% | 5.83% | 11/14/2023 |
 Comcast (CMCSA) | 0.04% | 0% | 6.29% | 3/6/2024 |
 HUGO BOSS (BOSS.DE) | 0.04% | 0% | 8.57% | 4/5/2022 |
 Allstate (ALL) | 0.04% | 0% | 5.01% | 11/15/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.04% | 0% | 10.85% | 9/23/2024 |
 Legal & General (LGEN.L) | 0.03% | 0% | 18.41% | 12/5/2024 |
 VICI Properties (VICI) | 0.03% | 0% | 7.47% | 7/10/2024 |
 Adobe (ADBE) | 0.03% | 0% | 9.39% | 8/20/2024 |
 iShares Semiconductor ETF (SOXX) | 0.03% | 0% | 10.85% | 9/23/2024 |
 BP (BP.US) | 0.03% | 0% | 3.1% | 2/7/2024 |
 Sprott Physical Gold Trust (PHYS) | 0.03% | 0% | 16.5% | 11/15/2024 |
 Kellanova (K) | 0.03% | 0% | 1.82% | 11/25/2022 |
 Prudential (PRU) | 0.03% | 0% | 6.75% | 12/16/2024 |
 Cracker Barrel (CBRL) | 0.03% | 0% | 8.11% | 7/11/2024 |
 ServiceNow (NOW) | 0.03% | 0% | 0.82% | 2/1/2025 |
 Richemont (CFR.ZU) | 0.03% | 0% | 6.11% | 8/20/2024 |
 ARM (ARM) | 0.03% | 0% | 1.91% | 10/6/2023 |
 Sprott Physical Silver Trust (PSLV) | 0.03% | 0% | 18.14% | 12/16/2024 |
 Willis Towers Watson (WTW) | 0.03% | 0% | 2.37% | 10/31/2024 |
 RBI (QSR) | 0.03% | 0% | 3.1% | 5/26/2023 |
 Amgen (AMGN) | 0.02% | 0% | 8.3% | 8/27/2024 |
 Caterpillar (CAT) | 0.02% | 0% | 8.3% | 2/1/2025 |
 Corebridge (CRBG) | 0.02% | 0% | 10.21% | 1/15/2025 |
 ASML (ASML) | 0.02% | 0% | 7.66% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 0.02% | 0% | 1.28% | 9/27/2024 |
 Quanta Services (PWR) | 0.02% | 0% | 8.66% | 8/20/2024 |
 Las Vegas Sands (LVS) | 0.02% | 0% | 2.01% | 11/25/2022 |
 iShares Silver Trust (SLV) | 0.02% | 0% | 15.31% | 11/15/2024 |
 Diageo (DGE.L) | 0.02% | 0% | 3.28% | 2/13/2024 |
 Unilever (ULVR.L) | 0.02% | 0% | 2.46% | 2/13/2024 |
 Visa (V) | 0.02% | 0% | 5.93% | 2/28/2024 |
 XRP (XRP) | 0.02% | 0% | 2.55% | 2/1/2025 |
 iShares Physical Gold ETC (PPFB.DE) | 0.01% | 0% | 7.47% | 12/5/2024 |
 Toll Brothers (TOL) | 0.01% | 0% | 2.46% | 11/21/2024 |
 Mastercard (MA) | 0.01% | 0% | 4.28% | 2/1/2025 |
 Lazard (LAZ) | 0.01% | 0% | 5.83% | 12/20/2024 |
 Rubrik Inc (RBRK) | 0.01% | 0% | 5.2% | 2/1/2025 |
 Domino's (DOM.L) | 0.01% | 0% | 5.56% | 10/6/2023 |
 Meta (META) | 0.01% | 0% | 4.65% | 2/1/2025 |
 Rocket Lab (RKLB) | 0.01% | 0% | 4.38% | 9/14/2023 |
 Fidelity National Financial (FNF) | 0.01% | 0% | 4.38% | 11/21/2024 |
 Fetch.ai (FET) | 0.01% | 0% | 9.39% | 6/21/2024 |
 Intuit (INTU) | 0.01% | 0% | 2.1% | 6/17/2024 |
 Honeywell (HON) | 0.01% | 0% | 7.38% | 8/20/2024 |
 Kenvue (KVUE) | 0.01% | 0% | 1.09% | 5/16/2023 |
 Phillips 66 (PSX) | 0.01% | 0% | 10.21% | 9/13/2024 |
 Admiral (ADM.L) | 0.01% | 0% | 2.01% | 10/25/2024 |
 Vistra (VST) | 0.01% | 0% | 7.38% | 8/20/2024 |
 M&G (MNG.L) | 0.01% | 0% | 3.37% | 2/16/2024 |
 Alphabet (GOOGL) | 0.01% | 0% | 0.82% | 2/1/2025 |
 Render Token (RENDER) | 0.01% | 0% | 0.91% | 3/19/2024 |
 Carnival (CCL) | 0.01% | 0% | 0.82% | 1/11/2024 |
 BP (BP.L) | 0% | 0% | 1.91% | 3/7/2023 |
 Boeing (BA) | 0% | 0% | 0.73% | 9/11/2024 |
 Wix (WIX) | 0% | 0% | 5.47% | 7/22/2024 |
 Merck (MRK) | 0% | 0% | 3.1% | 7/1/2024 |
 Warner Bros Discovery (WBD) | 0% | 0% | 4.01% | 10/4/2023 |
 Beazley (BEZ.L) | 0% | 0% | 1.82% | 10/23/2024 |
 UBS (UBSG.ZU) | 0% | 0% | 0.64% | 1/15/2025 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0% | 0% | 1.91% | 11/15/2024 |
 MGM (MGM) | 0% | 0% | 1.28% | 6/14/2024 |
 Marsh & McLennan (MMC) | 0% | 0% | 1.55% | 6/5/2023 |
 Texas Roadhouse (TXRH) | 0% | 0% | 3.74% | 7/22/2024 |
 Edison (EIX) | 0% | 0% | 3.74% | 7/11/2024 |
 Rolls-Royce (RR.L) | 0% | 0% | 2.37% | 1/29/2025 |
 Nasdaq (NDAQ) | 0% | 0% | 2.19% | 7/7/2023 |
 BOGG (BGEO.L) | 0% | 0% | 0.64% | 9/27/2024 |
 Barclays (BARC.L) | 0% | 0% | 1.19% | 3/7/2023 |
 Norwegian Cruise Line (NCLH) | 0% | 0% | 1.19% | 10/31/2024 |
 Peloton (PTON) | 0% | 0% | 2.1% | 9/13/2024 |
 Dr. Martens (DOCS.L) | 0% | 0% | 1.28% | 2/15/2024 |
 Caesars (CZR) | 0% | 0% | 1.55% | 6/17/2024 |
 Constellation Brands (STZ) | 0% | 0% | 0.09% | 10/3/2024 |
 Flare (FLR) | 0% | 0% | 1.91% | 2/24/2023 |
 Official Trump (Experimental) (TRUMP) | 0% | 0% | 0.18% | 1/21/2025 |
 Commerzbank (CBK.DE) | 0% | 0% | 0.09% | 2/1/2025 |
 Songbird (SGB) | 0% | 0% | 0.46% | 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% |