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Portfolio Diversification
Range
Most Diversified
87 instruments
April 29, 2023
Least Diversified
0 instruments
February 2, 2025
Average
64.9 instruments
Most Consistent Holdings
Top 5
AAPL99.5%
GOOG99.5%
META99.5%
MSFT99.5%
AMZN99.5%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 14% | 19.23% | 99.5% | - |
 BlackRock (BLK) | 4.91% | 5.29% | 99.5% | - |
 Goldman Sachs (GS) | 4.8% | 7.01% | 99.5% | - |
| Amazon (AMZN) | 4.6% | 8.54% | 99.5% | - |
| Apple (AAPL) | 4.01% | 4.39% | 99.5% | - |
| Alphabet (GOOG) | 3.68% | 6.88% | 99.5% | - |
| Meta (META) | 2.94% | 4.61% | 99.5% | - |
 Suncor (SU) | 2.83% | 3.19% | 99.5% | - |
 Alibaba (BABA) | 2.75% | 3.72% | 99.5% | - |
 Morgan Stanley (MS) | 2.14% | 2.5% | 99.5% | - |
 Enphase (ENPH) | 2.02% | 0% | 68.61% | 4/15/2025 |
| Microsoft (MSFT) | 1.97% | 1.69% | 99.5% | - |
 Charles Schwab (SCHW) | 1.97% | 1.9% | 99.5% | - |
 Tesla (TSLA) | 1.96% | 2.3% | 99.5% | - |
 ExxonMobil (XOM) | 1.92% | 1.69% | 99.5% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 1.86% | 1.8% | 99.42% | - |
 Dell (DELL) | 1.73% | 2.82% | 99.5% | - |
 Crowdstrike (CRWD) | 1.72% | 1.79% | 99.5% | - |
 McDonald's (MCD) | 1.64% | 1.3% | 99.5% | - |
 Synopsys (SNPS) | 1.58% | 1.07% | 99.5% | - |
 Caterpillar (CAT) | 1.54% | 3.7% | 99.5% | - |
 Maersk (MAERSKB.CO) | 1.4% | 0% | 83.85% | 10/15/2025 |
 Oil (Non Expiry) (OIL) | 1.35% | 0% | 71.02% | 7/1/2025 |
 Ishares Russell 2000 ETF (IWM) | 1.33% | 0% | 68.61% | 4/15/2025 |
 Nutanix (NTNX) | 1.31% | 0.7% | 99.5% | - |
 Bunge (BG) | 1.23% | 0% | 68.61% | 4/15/2025 |
 Bank of America (BAC) | 1.21% | 1.27% | 99.5% | - |
 SAP (SAP) | 1.14% | 0.68% | 99.25% | - |
 Coca-Cola (KO) | 1.13% | 0% | 86.59% | 4/15/2026 |
 Spotify (SPOT) | 1.01% | 2.53% | 31.22% | - |
 IBM (IBM) | 0.92% | 0.78% | 99.5% | - |
 Wells Fargo (WFC) | 0.9% | 1.05% | 98.17% | - |
 Berkshire Hathaway (BRK.B) | 0.86% | 0.64% | 99.5% | - |
 Nel (NEL.OL) | 0.82% | 0% | 68.53% | 4/14/2025 |
 Visa (V) | 0.8% | 0.76% | 99.5% | - |
 Trade Desk (TTD) | 0.8% | 0% | 68.61% | 4/15/2025 |
 Procter & Gamble (PG) | 0.79% | 0% | 83.68% | 10/13/2025 |
 Occidental (OXY) | 0.77% | 0% | 77.27% | 10/14/2025 |
 JPMorgan (JPM) | 0.77% | 1.02% | 99.5% | - |
 Adobe (ADBE) | 0.75% | 0% | 83.1% | 10/6/2025 |
 Costco (COST) | 0.71% | 1.23% | 51.79% | - |
 PayPal (PYPL) | 0.7% | 0% | 69.69% | 4/28/2025 |
 Qualcomm (QCOM) | 0.68% | 0% | 68.19% | 4/10/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.64% | 0% | 85.1% | 10/30/2025 |
 Covestro (1COV.DE) | 0.64% | 0% | 61.28% | 1/16/2025 |
 Intel (INTC) | 0.59% | 0% | 68.61% | 4/15/2025 |
 Mastercard (MA) | 0.55% | 0% | 93.09% | 2/6/2026 |
 AMD (AMD) | 0.54% | 0% | 65.95% | 3/14/2025 |
 Mercedes-Benz (MBG.DE) | 0.53% | 0% | 66.44% | 3/20/2025 |
 Canadian Solar (CSIQ) | 0.52% | 0% | 65.95% | 3/14/2025 |
 Linde (LIN) | 0.44% | 0% | 69.69% | 4/28/2025 |
 Agilent (A.US) | 0.41% | 0% | 68.61% | 4/15/2025 |
 Netflix (NFLX) | 0.4% | 1.1% | 33.14% | - |
 UPS (UPS) | 0.39% | 0% | 68.28% | 4/11/2025 |
 FedEx (FDX) | 0.37% | 0% | 69.69% | 4/28/2025 |
 Nike (NKE) | 0.36% | 0% | 36.97% | 3/14/2025 |
 Starbucks (SBUX) | 0.35% | 0% | 38.47% | 10/29/2025 |
 BASF (BAS.DE) | 0.35% | 0% | 62.28% | 4/16/2025 |
 NextEra (NEE) | 0.32% | 0% | 68.53% | 4/14/2025 |
 Uber (UBER) | 0.27% | 0% | 68.53% | 4/14/2025 |
 Beyond (BBBY) | 0.26% | 0% | 62.28% | 1/28/2025 |
 Palantir (PLTR) | 0.25% | 1.46% | 16.4% | - |
 Block Inc. (XYZ) | 0.25% | 0% | 65.95% | 3/14/2025 |
 Lithium Americas (LAC) | 0.24% | 0% | 24.73% | 11/1/2023 |
 Plug Power (PLUG) | 0.22% | 0% | 24.73% | 11/1/2023 |
 Baidu (BIDU) | 0.22% | 0% | 66.78% | 4/15/2025 |
 Nio (NIO) | 0.21% | 0% | 24.73% | 11/1/2023 |
 GER40 Index (Non Expiry) (GER40) | 0.21% | 0% | 24.9% | 3/26/2025 |
 BYD (01211.HK) | 0.18% | 0% | 81.1% | 9/16/2025 |
 Eli Lilly (LLY) | 0.13% | 0% | 42.46% | 4/14/2025 |
 SIXT (SIX2.DE) | 0.13% | 0% | 39.47% | 10/15/2025 |
 BioNano (BNGO) | 0.13% | 0% | 25.48% | 11/10/2023 |
 Tellurian (TELL) | 0.12% | 0% | 25.48% | 11/10/2023 |
 Intuitive Surgical (ISRG) | 0.12% | 0% | 24.73% | 11/1/2023 |
 Ballard Power (BLDP) | 0.11% | 0% | 25.48% | 11/10/2023 |
 JD (9618.HK) | 0.1% | 0.69% | 14.4% | - |
 Gevo (GEVO) | 0.09% | 0% | 24.73% | 11/1/2023 |
 Roku (ROKU) | 0.08% | 0% | 24.56% | 10/30/2023 |
 TSMC (TSM) | 0.07% | 0% | 11.57% | 4/28/2025 |
 Rivian (RIVN) | 0.07% | 0.46% | 13.82% | - |
 EHang (EH) | 0.05% | 0% | 25.48% | 11/10/2023 |
 Cleanspark (CLSK) | 0.05% | 0% | 24.73% | 11/1/2023 |
 Adidas (ADS.DE) | 0.04% | 0% | 46.79% | 8/2/2024 |
 3D Systems (DDD) | 0.04% | 0% | 25.48% | 11/10/2023 |
 Iris Energy (IREN) | 0.03% | 0% | 3.16% | 3/31/2026 |
 Nebius Group NV (NBIS) | 0.03% | 0% | 61.7% | 1/21/2025 |
 Digital Turbine (APPS) | 0.03% | 0% | 24.73% | 11/1/2023 |
 Gazprom OAO-ADR (OGZDL.L) | 0.02% | 0.01% | 99.5% | - |
 Sea (SE) | 0.02% | 0% | 24.73% | 11/1/2023 |
 Tilray (TLRY) | 0.02% | 0% | 24.73% | 11/1/2023 |
 Rosneft OAO (ROSNL.L) | 0.02% | 0.01% | 99.5% | - |
 Porsche (P911.DE) | 0.02% | 0% | 24.9% | 11/3/2023 |
 Natural Gas (Non Expiry) (NATGAS) | 0.02% | 0% | 1.58% | 1/22/2024 |
 Varta (VAR1.DE) | 0.02% | 0% | 5.33% | 5/25/2023 |
 UiPath (PATH) | 0.02% | 0% | 1.83% | 10/28/2025 |
 Hive (HIVE) | 0.01% | 0% | 1.83% | 10/28/2025 |
 MMC Norilsk Nickel OJSC-ADR (MNODL.L) | 0.01% | 0.01% | 99.5% | - |
 Marathon Digital (MARA) | 0.01% | 0% | 24.56% | 10/30/2023 |
 Eos Energy (EOSE) | 0.01% | 0% | 1.83% | 10/28/2025 |
 Ascential (ASCL.L) | 0.01% | 0% | 5.91% | 7/31/2024 |
 Lithium Americas Argentina C (LAR) | 0.01% | 0% | 2.33% | 11/1/2023 |
 Cipher (CIFR) | 0.01% | 0% | 1.17% | 10/28/2025 |
 GE Vernova (GEV) | 0.01% | 0% | 2.5% | 10/15/2025 |
 BMW (BMW.DE) | 0% | 0% | 10.91% | 1/21/2025 |
 AST SpaceMobile (ASTS) | 0% | 0% | 1.17% | 10/28/2025 |
 SunCar (SDA) | 0% | 0% | 2.83% | 3/12/2025 |
 Richtech Robotics Inc (RR) | 0% | 0% | 0.75% | 11/13/2025 |
 CoreWeave Inc (CRWV) | 0% | 0.16% | 6.58% | - |
 SoundHound (SOUN) | 0% | 0% | 0.75% | 11/13/2025 |
 DJ30 Index (Non Expiry) (DJ30) | 0% | 0% | 0.5% | 1/23/2023 |
 4DMT (FDMT) | 0% | 0% | 1.33% | 8/2/2024 |
 CSX (CSX) | 0% | 0% | 2.66% | 8/22/2025 |
 D-Wave (QBTS) | 0% | 0% | 0.83% | 10/24/2025 |
 Svitzer (SVITZR.CO) | 0% | 0% | 6.41% | 7/17/2024 |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 0% | 0% | 1.33% | 8/2/2024 |
 Ceconomy (CEC.DE) | 0% | 0% | 0.42% | 3/25/2025 |
 FTAI Aviation (FTAI) | 0% | 0% | 0.5% | 1/27/2025 |
 Cavendish Hydrogen (CAVEN.OL) | 0% | 0% | 2.83% | 7/17/2024 |
 Cloudflare (NET) | 0% | 0% | 0.5% | 5/4/2023 |
 Jaguar Health (JAGX) | 0% | 0% | 3.5% | 2/13/2023 |
 Petrobras (PBR.A) | 0% | 0% | 0.17% | 1/3/2023 |
 Spire (SPIR) | 0% | 0% | 1.08% | 8/28/2024 |
 NextEra Energy Partners (XIFR) | 0% | 0% | 0.17% | 1/30/2025 |
 CVR Energy (CVI.US) | 0% | 0% | 0.42% | 1/12/2026 |
 Intel (INTC.RTH) | 0% | 0% | 0.08% | 12/4/2024 |
 Sberbank Moscow (SBER.MOEX) | 0% | 0% | 0% | - |
 Lukoil OAO-ADR (LKOD.L) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 4.04% | 18.15% |
| Goldman Sachs (GS) | 5.97% | 6.99% |
| Amazon (AMZN) | 8.87% | 6.97% |
| Alphabet (GOOG) | 5.03% | 6.46% |
| BlackRock (BLK) | 8.04% | 5.71% |
| Meta (META) | 5.59% | 4.75% |
| Apple (AAPL) | 4.9% | 4.64% |
| Alibaba (BABA) | 6.33% | 4.24% |
| Spotify (SPOT) | 5.34% | 2.99% |
| Tesla (TSLA) | 3.11% | 2.89% |
| Caterpillar (CAT) | 2.18% | 2.69% |
| Morgan Stanley (MS) | 2.25% | 2.49% |
| Suncor (SU) | 2.36% | 2.33% |
| Charles Schwab (SCHW) | 2.68% | 2.26% |
| Microsoft (MSFT) | 2.36% | 2.03% |
| Crowdstrike (CRWD) | 1.48% | 1.98% |
| Palantir (PLTR) | 3.55% | 1.92% |
| NASDAQ100 Index (Non Expiry) (NSDQ100) | 1.46% | 1.76% |
| Dell (DELL) | 1.75% | 1.73% |
| ExxonMobil (XOM) | 1.75% | 1.44% |
| Bank of America (BAC) | 1.61% | 1.41% |
| McDonald's (MCD) | 2.11% | 1.4% |
| Wells Fargo (WFC) | 1.31% | 1.29% |
| Netflix (NFLX) | 2.36% | 1.17% |
| JPMorgan (JPM) | 1.2% | 1.13% |
| Costco (COST) | 1.85% | 1.11% |
| Mastercard (MA) | 1.56% | 1.06% |
| Synopsys (SNPS) | 0.98% | 1.05% |
| IBM (IBM) | 0.84% | 1.05% |
| SAP (SAP) | 0.73% | 1% |
| Nutanix (NTNX) | 0.81% | 0.94% |
| Visa (V) | 1.25% | 0.91% |
| Berkshire Hathaway (BRK.B) | 0.7% | 0.72% |
| JD (9618.HK) | 1.46% | 0.68% |
| Rivian (RIVN) | 0.84% | 0.58% |
| Gazprom OAO-ADR (OGZDL.L) | 0.29% | 0.02% |
| Rosneft OAO (ROSNL.L) | 0.11% | 0.01% |
| MMC Norilsk Nickel OJSC-ADR (MNODL.L) | 0.77% | 0.01% |
| Sberbank Moscow (SBER.MOEX) | 0% | 0% |
| Lukoil OAO-ADR (LKOD.L) | 0.15% | 0% |
Cash & Instruments Over Time
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