Portfolio Diversification
Range
Most Diversified
110 instruments
March 1, 2025
Least Diversified
0 instruments
July 12, 2023
Average
27.1 instruments
Most Consistent Holdings
Top 5
AVGO78.76%
MSFT67.79%
NVO67.25%
META64.14%
GOOG62.65%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since July 12, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Broadcom (AVGO) | 15.01% | 2.46% | 74.02% | - |
 NVIDIA (NVDA) | 3.74% | 1.62% | 54.53% | - |
| Novo-Nordisk (NVO) | 3.52% | 0% | 53.04% | 2/25/2025 |
 iShares China Large-Cap ETF (FXI) | 2.6% | 11.33% | 41.68% | - |
 Invesco QQQ (QQQ) | 2.47% | 9.87% | 33.96% | - |
 Bitcoin (BTC) | 2.44% | 0.26% | 52.37% | - |
| Microsoft (MSFT) | 2.32% | 0% | 61.3% | 5/16/2025 |
 LVMH (MC.PA) | 1.94% | 0% | 43.44% | 4/4/2025 |
| Alphabet (GOOG) | 1.87% | 1.9% | 58.05% | - |
| Meta (META) | 1.74% | 1.45% | 58.59% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 1.7% | 0% | 39.51% | 1/24/2025 |
 TSMC (TSM) | 1.43% | 0% | 42.9% | 2/13/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 1.41% | 0% | 22.19% | 11/27/2024 |
 Amazon (AMZN) | 1.32% | 1.48% | 55.48% | - |
 VMware (VMW) | 1.21% | 0% | 6.9% | 10/12/2023 |
 Eli Lilly (LLY) | 1.16% | 1.5% | 49.93% | - |
 Ethereum (ETH) | 1.15% | 0% | 41.27% | 3/3/2025 |
 Salesforce (CRM) | 1.13% | 1.37% | 48.17% | - |
 Dell (DELL) | 1.01% | 1.51% | 46.82% | - |
 Gold (Non Expiry) (GOLD) | 0.98% | 0% | 14.88% | 5/28/2025 |
 Solana (SOL) | 0.95% | 0% | 37.08% | 3/3/2025 |
 Crowdstrike (CRWD) | 0.94% | 1.64% | 42.63% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.92% | 0% | 7.17% | 6/9/2025 |
 Palo Alto Networks (PANW) | 0.83% | 0% | 21.24% | 2/21/2024 |
 Walmart (WMT) | 0.74% | 0% | 32.61% | 5/16/2025 |
 iShares MSCI China ETF (MCHI) | 0.7% | 0% | 16.37% | 7/5/2024 |
 Arista (ANET) | 0.68% | 0% | 32.75% | 2/25/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.68% | 9.42% | 10.15% | - |
 Oil (Non Expiry) (OIL) | 0.66% | 0% | 7.04% | 5/29/2025 |
 HKG50 Index (Non Expiry) (HKG50) | 0.64% | 0% | 6.22% | 6/9/2025 |
 Palantir (PLTR) | 0.63% | 0% | 30.18% | 5/16/2025 |
 iShares Semiconductor ETF (SOXX) | 0.62% | 0% | 15.97% | 5/23/2024 |
 GER40 Index (Non Expiry) (GER40) | 0.62% | 0% | 9.2% | 7/9/2025 |
 Apple (AAPL) | 0.62% | 1.39% | 30.99% | - |
 SPDR Gold (GLD) | 0.59% | 0% | 18.4% | 3/31/2025 |
 Samsung (SMSN.L) | 0.58% | 1.8% | 33.02% | - |
 Costco (COST) | 0.57% | 0% | 27.88% | 3/3/2025 |
 Nike (NKE) | 0.54% | 1.64% | 29.23% | - |
 iShares MSCI Germany ETF (EWG) | 0.53% | 8.04% | 6.9% | - |
 Supermicro (SMCI) | 0.47% | 0% | 23.82% | 2/12/2025 |
 SPDR S&P 500 ETF (SPY) | 0.46% | 0% | 3.79% | 4/12/2024 |
 Home Depot (HD) | 0.45% | 0% | 20.7% | 12/18/2024 |
 SPDR S&P Regional Banking ETF (KRE) | 0.44% | 0% | 18% | 12/18/2024 |
 Russell 2000 Index (Non Expiry) (RTY) | 0.43% | 0% | 2.44% | 3/31/2025 |
 Bank of America (BAC) | 0.43% | 0% | 9.34% | 2/13/2025 |
 Silver (Non Expiry) (SILVER) | 0.43% | 5.14% | 12.58% | - |
 First Solar (FSLR) | 0.4% | 0% | 19.76% | 11/6/2024 |
 CVS Health (CVS) | 0.37% | 1.29% | 17.73% | - |
 ASML (ASML) | 0.37% | 0% | 15.43% | 10/16/2024 |
 BYD (01211.HK) | 0.36% | 1.48% | 21.92% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.34% | 0% | 3.52% | 6/9/2025 |
 KraneShares CSI China Internet (KWEB) | 0.33% | 0% | 3.92% | 4/10/2025 |
 Visa (V) | 0.33% | 0% | 18.13% | 12/16/2024 |
 Natural Gas (Non Expiry) (NATGAS) | 0.33% | 0% | 10.96% | 5/9/2025 |
 Vanguard Growth ETF (VUG) | 0.28% | 0% | 5.41% | 8/24/2023 |
 Nice (NICE) | 0.28% | 0% | 15.02% | 12/18/2024 |
 Stanley Black & Decker (SWK) | 0.27% | 0% | 13.4% | 10/29/2024 |
 Ishares Expanded Tech-Softwa (IGV) | 0.26% | 2.01% | 11.77% | - |
 Target (TGT) | 0.26% | 1.49% | 10.83% | - |
 Adobe (ADBE) | 0.26% | 0% | 14.34% | 11/25/2024 |
 On (ONON) | 0.25% | 0.44% | 15.97% | - |
 D.R. Horton (DHI) | 0.24% | 0% | 12.99% | 10/29/2024 |
 Weyerhaeuser (WY) | 0.23% | 0% | 13.4% | 3/4/2025 |
 iShares MSCI India ETF (INDA) | 0.23% | 0% | 11.91% | 1/30/2025 |
 Affirm (AFRM) | 0.22% | 1.7% | 12.86% | - |
 ServiceNow (NOW) | 0.22% | 1.27% | 12.04% | - |
 CAVA (CAVA) | 0.22% | 0% | 10.55% | 4/4/2025 |
 Goldman Sachs (GS) | 0.21% | 1.58% | 12.99% | - |
 JPMorgan (JPM) | 0.21% | 1.49% | 14.34% | - |
 iShares Russell 2000 Growth ETF (IWO) | 0.2% | 0% | 9.34% | 4/9/2024 |
 Spdr S&P Homebuilders Etf (XHB) | 0.2% | 0% | 10.15% | 10/25/2024 |
 MongoDB (MDB) | 0.19% | 1.69% | 11.91% | - |
 Oracle (ORCL) | 0.19% | 0% | 10.42% | 4/10/2025 |
 Tesla (TSLA) | 0.18% | 1.29% | 11.23% | - |
 NRG Energy (NRG) | 0.18% | 0% | 10.01% | 1/8/2025 |
 Alibaba (9988.HK) | 0.18% | 1.61% | 12.99% | - |
 EA (EA) | 0.17% | 0% | 3.92% | 11/10/2023 |
 Ferrari (RACE) | 0.17% | 0% | 4.74% | 8/18/2023 |
 Xiaomi (1810.HK) | 0.17% | 1.77% | 11.23% | - |
 Vistra (VST) | 0.16% | 1.48% | 9.61% | - |
 Copper (Expiring Future) (COPPER.FUT) | 0.16% | 0% | 6.77% | 7/18/2024 |
 UnitedHealth (UNH) | 0.16% | 1.43% | 10.01% | - |
 Abercrombie & Fitch (ANF) | 0.15% | 0% | 9.88% | 2/4/2025 |
 Crocs (CROX) | 0.15% | 0% | 8.25% | 2/3/2025 |
 DJ30 Index (Non Expiry) (DJ30) | 0.15% | 0% | 1.22% | 3/24/2025 |
 Lockheed Martin (LMT) | 0.15% | 0% | 8.39% | 3/10/2025 |
 Alibaba (BABA) | 0.15% | 0% | 8.8% | 5/16/2025 |
 SPDR EURO STOXX 50 ETF (FEZ) | 0.15% | 0% | 6.9% | 3/11/2025 |
 ExxonMobil (XOM) | 0.15% | 0% | 4.06% | 4/26/2024 |
 Soybeans Oil (Expiring Future) (SoyOil.FUT) | 0.15% | 0% | 2.57% | 5/13/2025 |
 Bristol-Myers Squibb (BMY) | 0.14% | 1.36% | 9.88% | - |
 Roche (ROG.ZU) | 0.14% | 0% | 7.04% | 9/12/2024 |
 PDD Holdings (PDD) | 0.13% | 0% | 4.19% | 6/25/2024 |
 Innodata (INOD) | 0.13% | 1.61% | 8.8% | - |
 Domino's (DPZ) | 0.13% | 0% | 7.85% | 6/21/2024 |
 Brinker Intl. (EAT) | 0.12% | 1.22% | 8.39% | - |
 Delivery Hero (DHER.DE) | 0.12% | 0% | 7.58% | 5/31/2024 |
 Fortinet (FTNT) | 0.12% | 1.36% | 8.66% | - |
 Starbucks (SBUX) | 0.12% | 1.48% | 7.98% | - |
 Celsius (CELH) | 0.12% | 0% | 7.71% | 2/25/2025 |
 Zillow (Z) | 0.12% | 1.58% | 8.12% | - |
 Uber (UBER) | 0.12% | 1.38% | 8.39% | - |
 Coffee Arabica (Expiring Future) (Coffee.FUT) | 0.11% | 0% | 3.38% | 4/4/2025 |
 Axcelis (ACLS) | 0.11% | 1.46% | 8.12% | - |
 Johnson & Johnson (JNJ) | 0.11% | 0% | 4.74% | 3/12/2025 |
 Snowflake (SNOW) | 0.1% | 0% | 4.33% | 4/10/2025 |
 Okta (OKTA) | 0.1% | 1.11% | 8.53% | - |
 US Natural Gas (UNG) | 0.1% | 0% | 5.55% | 11/20/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.1% | 0% | 2.71% | 8/1/2024 |
 Netflix (NFLX) | 0.09% | 0% | 4.06% | 2/20/2025 |
 iShares Core S&P Small-Cap ETF (IJR) | 0.09% | 0% | 3.65% | 12/18/2024 |
 DocuSign (DOCU) | 0.09% | 0.95% | 7.85% | - |
 AMD (AMD) | 0.09% | 0% | 5.55% | 11/15/2024 |
 Kering (KER.PA) | 0.08% | 0% | 5.14% | 3/4/2025 |
 Citi (C) | 0.08% | 0% | 4.47% | 2/25/2025 |
 Intuitive Machines (LUNR) | 0.08% | 0% | 9.34% | 2/20/2025 |
 Marvell (MRVL) | 0.08% | 0% | 6.09% | 3/3/2025 |
 Consumer Staples Select Sector SPDR (XLP) | 0.08% | 0% | 0.95% | 3/4/2025 |
 Tencent (0700.HK) | 0.07% | 0% | 7.44% | 3/31/2025 |
 Micron (MU) | 0.07% | 0% | 5.41% | 2/19/2025 |
 GE Vernova (GEV) | 0.07% | 0% | 4.6% | 2/20/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.07% | 0% | 2.57% | 1/30/2024 |
 GlaxoSmithKline (GSK) | 0.07% | 0% | 4.06% | 3/12/2025 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0.07% | 0% | 4.33% | 6/7/2024 |
 Hermes (RMS.PA) | 0.06% | 0% | 3.25% | 12/30/2024 |
 Axon (AXON) | 0.06% | 0% | 3.65% | 3/31/2025 |
 JPN225 Index (Non Expiry) (JPN225) | 0.06% | 0% | 1.49% | 3/31/2025 |
 NOK/SEK (NOKSEK) | 0.06% | 0% | 3.11% | 4/10/2025 |
 Baidu (BIDU) | 0.06% | 0% | 4.19% | 3/31/2025 |
 Bilibili (BILI) | 0.06% | 0% | 4.33% | 4/4/2025 |
 Intuitive Surgical (ISRG) | 0.05% | 0% | 3.65% | 2/25/2025 |
 iShares Silver Trust (SLV) | 0.05% | 0% | 3.11% | 11/6/2024 |
 Sanofi (SAN.PA) | 0.05% | 0% | 2.71% | 3/24/2025 |
 Orange Juice (Expiring Future) (OJ.FUT) | 0.05% | 0% | 3.25% | 6/28/2024 |
 Akamai (AKAM) | 0.05% | 0% | 2.71% | 1/27/2025 |
 XPeng (XPEV) | 0.04% | 0% | 4.47% | 3/25/2025 |
 Oklo (OKLO) | 0.04% | 0% | 4.33% | 2/19/2025 |
 IShares MSCI Italy ETF (EWI) | 0.04% | 0% | 1.62% | 3/4/2025 |
 NuScale Power (SMR) | 0.04% | 0% | 4.47% | 2/20/2025 |
 Intuit (INTU) | 0.04% | 0% | 2.57% | 2/25/2025 |
 Bigbear.Ai (BBAI) | 0.04% | 0.67% | 5.14% | - |
 Meituan (03690.HK) | 0.04% | 0% | 4.06% | 3/31/2025 |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 0.04% | 0% | 2.17% | 5/3/2024 |
 Inditex (ITX.MC) | 0.03% | 0% | 2.57% | 5/19/2025 |
 SentinelOne (S.US) | 0.03% | 0% | 1.08% | 8/8/2023 |
 RBI (QSR) | 0.03% | 0% | 2.57% | 2/26/2025 |
 Schlumberger (SLB) | 0.03% | 0% | 1.22% | 4/10/2025 |
 JD.com (JD.US) | 0.03% | 0% | 2.57% | 3/3/2025 |
 Adidas (ADS.DE) | 0.03% | 0% | 1.22% | 7/21/2023 |
 JD (9618.HK) | 0.03% | 0% | 3.25% | 4/2/2025 |
 SQM (SQM) | 0.03% | 0% | 0.27% | 9/15/2023 |
 Booking (BKNG) | 0.03% | 0% | 0.27% | 9/8/2023 |
 L'Oréal (OR.PA) | 0.03% | 0% | 1.89% | 3/12/2025 |
 Rocket Lab (RKLB) | 0.03% | 0% | 3.25% | 2/19/2025 |
 Volkswagen (VOW3.DE) | 0.03% | 0% | 1.76% | 7/26/2023 |
 Check Point (CHKP) | 0.03% | 0% | 0.95% | 4/3/2025 |
 Airbnb (ABNB) | 0.02% | 0% | 3.79% | 1/11/2024 |
 Nestle (NESN.ZU) | 0.02% | 0% | 1.35% | 3/12/2025 |
 iShares MSCI South Korea ETF (EWY) | 0.02% | 0% | 0.81% | 2/27/2025 |
 Teucrium Wheat Fund (WEAT) | 0.02% | 0% | 2.17% | 6/6/2024 |
 D-Wave (QBTS) | 0.02% | 0% | 2.57% | 2/25/2025 |
 Tempus AI Inc (TEM.US) | 0.02% | 0% | 1.89% | 2/25/2025 |
 Wisdomtree India Earnings (EPI) | 0.02% | 0% | 2.84% | 1/10/2025 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.02% | 0% | 0.68% | 3/27/2025 |
 Rigetti (RGTI) | 0.02% | 0% | 2.44% | 2/24/2025 |
 Zscaler (ZS) | 0.02% | 0% | 0.68% | 4/10/2025 |
 GigaCloud (GCT) | 0.02% | 0% | 2.98% | 7/24/2024 |
 Rheinmetall (RHM.DE) | 0.02% | 0% | 2.17% | 3/21/2025 |
 Nebius Group NV (NBIS) | 0.02% | 0% | 1.89% | 2/25/2025 |
 Brent Oil (Non Expiry) (EuroOIL) | 0.02% | 0% | 0.95% | 4/17/2024 |
 Saab (SAABB.ST) | 0.02% | 0% | 2.17% | 3/21/2025 |
 Chevron (CVX) | 0.01% | 0% | 0.68% | 4/30/2024 |
 Ionq (IONQ) | 0.01% | 0% | 2.03% | 2/25/2025 |
 ProShares Short QQQ ETF (PSQ) | 0.01% | 0% | 0.41% | 8/5/2024 |
 Atlassian (TEAM) | 0.01% | 0% | 0.68% | 4/10/2025 |
 Utilities Select Sector SPDR (XLU) | 0.01% | 0% | 0.14% | 7/25/2024 |
 NextEra (NEE) | 0.01% | 0% | 0.95% | 1/22/2025 |
 Cloudflare (NET) | 0.01% | 0% | 0.81% | 5/16/2025 |
 Photronics (PLAB) | 0.01% | 0% | 0.95% | 9/3/2024 |
 iShares Russell 1000 Growth ETF (IWF) | 0.01% | 0% | 0.81% | 1/11/2024 |
 EUSTX50 Index (Non Expiry) (EUSTX50) | 0.01% | 0% | 0.27% | 3/14/2025 |
 Financial Select Sector SPDR (XLF) | 0.01% | 0% | 0.41% | 3/3/2025 |
 Communication Services Select Sector SPDR Fund (XLC) | 0.01% | 0% | 0.41% | 3/3/2025 |
 Archer Aviation (ACHR) | 0.01% | 0% | 1.49% | 3/3/2025 |
 Aluminum (Non Expiry) (Aluminum) | 0.01% | 0% | 0.14% | 4/4/2025 |
 C3.ai (AI) | 0.01% | 0% | 1.35% | 2/20/2025 |
 Nu (NU) | 0.01% | 0% | 0.41% | 12/2/2024 |
 Lemonade (LMND) | 0.01% | 0% | 0.54% | 5/16/2025 |
 iShares MSCI United Kingdom ETF (EWU) | 0.01% | 0% | 0.27% | 3/12/2025 |
 AECOM (ACM) | 0.01% | 0% | 0.27% | 4/10/2025 |
 Verisign (VRSN) | 0.01% | 0% | 0.14% | 4/3/2025 |
 Motorola (MSI) | 0.01% | 0% | 2.44% | 1/7/2025 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.01% | 0% | 0.54% | 2/27/2025 |
 ASML (ASML.NV) | 0.01% | 0% | 0.14% | 4/4/2025 |
 Darden (DRI) | 0.01% | 0% | 0.14% | 4/4/2025 |
 Direxion Daily FTSE China Bull 3X Shares (YINN) | 0% | 0% | 0.27% | 2/27/2025 |
 Apellis (APLS) | 0% | 0% | 0.14% | 8/24/2023 |
 Shell (SHEL.L) | 0% | 0% | 0.14% | 5/2/2025 |
 CarMax (KMX) | 0% | 0% | 0.14% | 4/1/2025 |
 Spotify (SPOT) | 0% | 0% | 0.54% | 12/27/2024 |
 Ishares Nasdaq Biotechnology (IBB) | 0% | 0% | 0.14% | 2/25/2025 |
 SPDR S&P Biotech ETF (XBI) | 0% | 0% | 0.14% | 2/20/2025 |
 Hims & Hers (HIMS) | 0% | 0% | 0.27% | 2/25/2025 |
 EOG Resources (EOG) | 0% | 0% | 0.14% | 2/28/2025 |
 Geely (00175.HK) | 0% | 0% | 0.41% | 1/27/2025 |
 GE HealthCare (GEHC) | 0% | 0% | 0.14% | 4/10/2025 |
 Lam Research (LRCX) | 0% | 0% | 0.14% | 4/10/2025 |
 TJX (TJX) | 0% | 0% | 0.14% | 4/10/2025 |
 ARM (ARM) | 0% | 0% | 0.14% | 2/6/2025 |
 Global X Robotics & Artifici (BOTZ) | 0% | 0% | 0% | - |
 iShares Edge MSCI USA Momentum (MTUM) | 0% | 0% | 0% | - |
 Planet Labs (PL) | 0% | 0% | 0% | - |
 Mercedes-Benz (MBG.DE) | 0% | 0% | 0% | - |
 GE (GE) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 8.2% | 7.28% |
| Broadcom (AVGO) | 4.27% | 5.67% |
| Alphabet (GOOG) | 4.25% | 4.64% |
| iShares China Large-Cap ETF (FXI) | 3.96% | 3.64% |
| Natural Gas (Non Expiry) (NATGAS) | 2.99% | 3.08% |
| Solana (SOL) | 3.18% | 2.95% |
| Amazon (AMZN) | 2.43% | 2.87% |
| Ethereum (ETH) | 3.18% | 2.84% |
| NVIDIA (NVDA) | 2.7% | 2.79% |
| Salesforce (CRM) | 2.43% | 2.67% |
| Walmart (WMT) | 2.16% | 2.61% |
| Palantir (PLTR) | 2.33% | 2.5% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 2.43% | 2.43% |
| CVS Health (CVS) | 2.43% | 2.37% |
| Arista (ANET) | 2.16% | 2.29% |
| TSMC (TSM) | 1.97% | 1.98% |
| On (ONON) | 1.91% | 1.97% |
| Lockheed Martin (LMT) | 2.16% | 1.97% |
| Costco (COST) | 1.74% | 1.86% |
| Novo-Nordisk (NVO) | 2.07% | 1.71% |
| Crocs (CROX) | 1.62% | 1.7% |
| Intuitive Machines (LUNR) | 1% | 1.43% |
| Wisdomtree India Earnings (EPI) | 0.54% | 0.51% |
| Motorola (MSI) | 0.27% | 0.25% |
| VanEck Vectors Semiconductor ETF (SMH) | 0% | 0% |
| Dell (DELL) | 0% | 0% |
| CAVA (CAVA) | 0% | 0% |
| Micron (MU) | 0% | 0% |
| Supermicro (SMCI) | 0% | 0% |
| Bank of America (BAC) | 0% | 0% |
| Meta (META) | 0% | 0% |