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Portfolio Diversification
Range
Most Diversified
70 instruments
February 9, 2023
Least Diversified
0 instruments
February 2, 2025
Average
30.4 instruments
Most Consistent Holdings
Top 5
BRK.B99.82%
TLT99.82%
RUN99.82%
U99.82%
TIP99.46%
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 |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 12.79% | 14.75% | 99.82% | - |
 Alphabet (GOOG) | 7.19% | 0% | 94.03% | 11/18/2025 |
 Tesla (TSLA) | 5.68% | 3.33% | 96.83% | - |
 Invesco QQQ (QQQ) | 4.05% | 0% | 75.29% | 11/18/2025 |
| iShares 20+ Year Treasury Bond ETF (TLT) | 3.5% | 5.69% | 99.82% | - |
 SPDR S&P 500 ETF (SPY) | 2.86% | 0% | 76.92% | 11/18/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 2.77% | 10.53% | 40.9% | - |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 2.22% | 3.06% | 96.47% | - |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 2.12% | 0% | 25.16% | 12/29/2023 |
 ProShares UltraPro QQQ (TQQQ) | 1.7% | 0% | 29.05% | 12/29/2023 |
 Microsoft (MSFT) | 1.68% | 0% | 66.24% | 7/28/2025 |
 Apple (AAPL) | 1.3% | 0% | 56.02% | 9/29/2025 |
 ARK Innovation ETF (ARKK) | 1.19% | 0% | 64.07% | 12/19/2024 |
 Amazon (AMZN) | 1.08% | 0% | 51.49% | 11/6/2024 |
| Unity (U) | 1.08% | 0.87% | 99.82% | - |
 Alibaba (BABA) | 0.96% | 0% | 67.15% | 3/3/2025 |
| iShares TIPS Bond ETF (TIP) | 0.65% | 0.49% | 99.46% | - |
 UNFI (UNFI) | 0.62% | 0.42% | 97.74% | - |
| Sunrun (RUN) | 0.58% | 0.41% | 99.82% | - |
 Buenaventura (BVN) | 0.51% | 0% | 40.18% | 10/24/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.51% | 0% | 25.07% | 5/22/2024 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.44% | 0% | 53.76% | 8/26/2024 |
 Roblox (RBLX) | 0.4% | 0% | 60% | 11/4/2024 |
 3M (MMM) | 0.39% | 0% | 43.44% | 8/5/2024 |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.38% | 0% | 17.92% | 7/21/2023 |
 Nio (NIO) | 0.31% | 0% | 75.48% | 9/29/2025 |
 GEO (GEO) | 0.29% | 0% | 39.28% | 3/18/2024 |
 Caterpillar (CAT) | 0.25% | 0% | 16.47% | 7/21/2023 |
 Coca-Cola (KO) | 0.24% | 0% | 46.52% | 6/7/2024 |
 iShares MSCI India ETF (INDA) | 0.23% | 0% | 17.92% | 7/21/2023 |
 Vanguard FTSE Developed Market ETF (VEA) | 0.21% | 0% | 13.94% | 6/22/2023 |
 Citi (C) | 0.17% | 0% | 13.39% | 11/6/2024 |
 Vale (VALE) | 0.15% | 0% | 13.57% | 9/27/2024 |
 AT&T (T) | 0.14% | 0% | 45.34% | 8/26/2024 |
 SPDR Gold (GLD) | 0.14% | 0% | 24.8% | 12/8/2023 |
 Reliance Steel (RS) | 0.13% | 0% | 16.29% | 7/22/2024 |
 Visa (V) | 0.13% | 0% | 5.25% | 3/1/2023 |
 Nike (NKE) | 0.12% | 0% | 15.75% | 12/8/2023 |
 NVIDIA (NVDA) | 0.12% | 0% | 20.36% | 5/13/2025 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.11% | 0% | 27.15% | 1/10/2024 |
 CF Industries (CF) | 0.1% | 0% | 10.23% | 7/28/2023 |
| 0.09% | 0% | 4.43% | 3/8/2023 | |
 Enslinjaco | 0.09% | 0% | 4.34% | 3/10/2023 |
 Meta (META) | 0.09% | 0% | 6.33% | 3/14/2023 |
 Ford (F) | 0.08% | 0% | 16.56% | 7/6/2023 |
 PayPal (PYPL) | 0.07% | 0% | 35.57% | 7/5/2024 |
 Freeport-McMoRan (FCX) | 0.07% | 0% | 34.75% | 4/4/2024 |
 mrstocky | 0.07% | 0% | 3.17% | 3/8/2023 |
 DennisFantoni | 0.07% | 0% | 3.08% | 3/8/2023 |
 Genesco (GCO) | 0.06% | 0% | 12.58% | 8/26/2024 |
 M/I Homes (MHO) | 0.05% | 0% | 9.59% | 8/8/2023 |
 Qurate (QVCGA) | 0.05% | 0% | 4.07% | 2/16/2023 |
 Johnson & Johnson (JNJ) | 0.04% | 0% | 48.51% | 11/6/2024 |
 ProShares UltraPro Dow30 (UDOW) | 0.04% | 0% | 2.35% | 6/14/2023 |
 Barrick (B) | 0.04% | 0% | 5.7% | 7/21/2023 |
 Vanguard Total World Stock ETF (VT.US) | 0.04% | 0% | 2.53% | 1/30/2023 |
 SkyWest (SKYW) | 0.04% | 0% | 20.72% | 11/24/2023 |
 HP (HPQ) | 0.04% | 0% | 41.99% | 5/22/2024 |
 TJX (TJX) | 0.03% | 0% | 3.26% | 2/23/2023 |
 MPA (MPAA) | 0.03% | 0% | 22.35% | 12/13/2024 |
 Verizon (VZ) | 0.03% | 0% | 25.52% | 1/17/2024 |
 Medical Properties Trust (MPW) | 0.03% | 0% | 42.99% | 11/6/2024 |
 AMD (AMD) | 0.03% | 0% | 16.2% | 12/8/2023 |
 Disney (DIS) | 0.03% | 0% | 17.19% | 11/21/2023 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.03% | 0% | 2.9% | 2/3/2023 |
 Rockwool (ROCKB.CO) | 0.03% | 0% | 28.51% | 12/11/2023 |
 Cigna (CI) | 0.03% | 0% | 35.29% | 2/2/2024 |
 Palo Alto Networks (PANW) | 0.03% | 0% | 3.17% | 8/4/2023 |
 Prosus (PRX.NV) | 0.03% | 0% | 27.78% | 1/17/2024 |
 Bristol-Myers Squibb (BMY) | 0.03% | 0% | 35.84% | 2/8/2024 |
 Netflix (NFLX) | 0.03% | 0% | 16.38% | 5/13/2024 |
 Ovintiv (OVV) | 0.03% | 0% | 27.78% | 1/17/2024 |
 Devon Energy (DVN) | 0.02% | 0% | 27.15% | 1/10/2024 |
 Heico (HEI) | 0.02% | 0% | 8.69% | 5/15/2023 |
 Block Inc. (XYZ) | 0.02% | 0% | 30.68% | 1/17/2024 |
 Diamondback (FANG) | 0.02% | 0% | 13.03% | 8/3/2023 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.02% | 0% | 1.54% | 1/18/2023 |
 Starbucks (SBUX) | 0.02% | 0% | 1.9% | 8/3/2023 |
 iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) | 0.02% | 0% | 16.02% | 9/6/2023 |
 Enphase (ENPH) | 0.02% | 0% | 33.21% | 1/10/2024 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.02% | 0% | 1.72% | 8/30/2023 |
 Marathon Oil (MRO) | 0.02% | 0% | 19.37% | 10/16/2023 |
 Vanguard Total Stock Market ETF (VTI) | 0.02% | 0% | 2.9% | 2/3/2023 |
 Aerojet Rocketdyne Holdings Inc (AJRD) | 0.01% | 0% | 8.87% | 4/11/2023 |
 iShares Silver Trust (SLV) | 0.01% | 0% | 2.08% | 8/23/2024 |
 Boeing (BA) | 0.01% | 0% | 16.2% | 12/8/2023 |
 Tri Pointe (TPH) | 0.01% | 0% | 2.81% | 2/24/2023 |
 ProShares UltraPro Short S&P 500 (SPXU) | 0.01% | 0% | 1.18% | 6/7/2023 |
 Mastercard (MA) | 0.01% | 0% | 3.53% | 6/30/2023 |
 Adecoagro (AGRO) | 0.01% | 0% | 8.96% | 4/12/2023 |
 Vanguard Information Technology (VGT) | 0.01% | 0% | 1.72% | 8/19/2024 |
 Cenovus (CVE) | 0.01% | 0% | 13.12% | 8/4/2023 |
 SoFi (SOFI) | 0.01% | 0% | 10.68% | 6/6/2023 |
 Vanguard FTSE Emerging Markets (VWO) | 0.01% | 0% | 1.45% | 1/17/2023 |
 Adobe (ADBE) | 0.01% | 0% | 3.26% | 7/14/2023 |
 VanEck Vectors Oil Services ETF (OIH) | 0.01% | 0% | 11.13% | 7/13/2023 |
 Fortuna Silver (FSM) | 0.01% | 0% | 6.24% | 4/4/2023 |
 Clean Harbors (CLH) | 0.01% | 0% | 2.81% | 3/9/2023 |
 Duolingo (DUOL) | 0.01% | 0% | 5.43% | 3/3/2023 |
 LVMH (MC.PA) | 0.01% | 0% | 4.71% | 3/31/2023 |
 Schneider Electric (SU.PA) | 0.01% | 0% | 4.71% | 3/31/2023 |
 Burberry (BRBY.L) | 0% | 0% | 4.71% | 3/31/2023 |
 Callon Petroleum Co (CPE) | 0% | 0% | 27.33% | 1/10/2024 |
 ElectraMeccanica Vehicles Corp (SOLO) | 0% | 0% | 24.34% | 12/8/2023 |
 Newmont (NEM) | 0% | 0% | 2.9% | 2/3/2023 |
 Boston Scientific (BSX.US) | 0% | 0% | 3.8% | 3/21/2023 |
 Sportsman's Warehouse (SPWH) | 0% | 0% | 3.53% | 2/16/2023 |
 Atlas Air Worlwide Holdings (AAWW) | 0% | 0% | 3.44% | 3/17/2023 |
 Pan American Silver (PAAS) | 0% | 0% | 2.9% | 2/3/2023 |
 Western Alliance (WAL) | 0% | 0% | 1.9% | 8/3/2023 |
 Ulta (ULTA) | 0% | 0% | 2.9% | 3/10/2023 |
 Intel (INTC) | 0% | 0% | 3.89% | 9/12/2023 |
 Lufthansa (LHA.DE) | 0% | 0% | 2.9% | 3/10/2023 |
 Genworth (GNW) | 0% | 0% | 2.53% | 2/21/2023 |
 Novavax (NVAX) | 0% | 0% | 17.92% | 7/21/2023 |
 Oportun (OPRT) | 0% | 0% | 1.63% | 4/26/2024 |
 Meritage Homes (MTH) | 0% | 0% | 2.08% | 2/16/2023 |
 Cameco (CCJ) | 0% | 0% | 2.08% | 2/16/2023 |
 First Horizon (FHN) | 0% | 0% | 2.08% | 3/1/2023 |
 Northern Oil and Gas (NOG) | 0% | 0% | 2.35% | 4/6/2023 |
 GE (GE) | 0% | 0% | 1.99% | 4/28/2023 |
 Travelers (TRV) | 0% | 0% | 1.81% | 4/27/2023 |
 PepsiCo (PEP) | 0% | 0% | 1.9% | 8/3/2023 |
 Veren (VRN) | 0% | 0% | 2.17% | 4/4/2023 |
 Cisco (CSCO) | 0% | 0% | 1.63% | 2/24/2023 |
 Vanguard Value ETF (VTV) | 0% | 0% | 1.45% | 1/17/2023 |
 Frontline (FRO) | 0% | 0% | 1.54% | 1/18/2023 |
 CommBank (CBA.ASX) | 0% | 0% | 1.45% | 2/21/2023 |
 IBM (IBM) | 0% | 0% | 1.36% | 7/28/2023 |
 Petrobras (PBR.A) | 0% | 0% | 2.81% | 4/11/2023 |
 Wells Fargo (WFC) | 0% | 0% | 0.63% | 4/12/2023 |
 Hermes (RMS.PA) | 0% | 0% | 0.36% | 2/10/2023 |
 Baidu (BIDU) | 0% | 0% | 0.54% | 3/17/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 0% | 0% | 0.18% | 6/30/2023 |
 Solventum (SOLV) | 0% | 0% | 0.09% | 4/3/2024 |
 Nucor (NUE) | 0% | 0% | 0.09% | 2/7/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 11.21% | 15.2% |
| Schwab US Dividend Equity ETF (SCHD) | 10.15% | 10.02% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 6.41% | 5.69% |
| Tesla (TSLA) | 3.2% | 3.56% |
| Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 4.43% | 3.12% |
| Unity (U) | 1.12% | 0.92% |
| iShares TIPS Bond ETF (TIP) | 0.53% | 0.49% |
| Sunrun (RUN) | 0.8% | 0.45% |
| UNFI (UNFI) | 0.53% | 0.41% |
Cash & Instruments Over Time
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