Portfolio Diversification
Range
Most Diversified
33 instruments
September 25, 2024
Least Diversified
0 instruments
October 12, 2022
Average
13.7 instruments
Most Consistent Holdings
Top 5
MSFT98.49%
TSLA98.49%
GOOGL98.49%
LNC97.45%
LUNC95.48%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since October 12, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Oracle (ORCL) | 17.37% | 0% | 71.58% | 7/29/2024 |
| Alphabet (GOOGL) | 11.44% | 1.19% | 98.49% | - |
| Tesla (TSLA) | 8.69% | 0.62% | 98.49% | - |
 AI-Revolution | 8.17% | 6.14% | 43.27% | - |
| Microsoft (MSFT) | 8.03% | 4.48% | 98.49% | - |
 XRP (XRP) | 6.32% | 1.87% | 80.16% | - |
| Lincoln National (LNC) | 5.04% | 0.49% | 97.45% | - |
 Grab (GRAB) | 3.81% | 13.15% | 23.9% | - |
 Meta (META) | 3.53% | 0% | 26.1% | 4/25/2024 |
| Terra Classic (LUNC) | 1.49% | 0% | 95.48% | 2/3/2025 |
 Heritage Insurance (HRTG) | 1.43% | 8.29% | 16.36% | - |
 BlackRock (BLK) | 1.32% | 3.28% | 24.83% | - |
 Intel (INTC) | 1.27% | 6.67% | 19.26% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 1.13% | 0% | 11.83% | 11/7/2024 |
 ASML (ASML) | 1.12% | 7.73% | 13.92% | - |
 ARK Next Generation Internet ETF (ARKW) | 1.01% | 4.13% | 24.71% | - |
 robchamow | 0.87% | 0% | 14.97% | 11/7/2024 |
 PayPal (PYPL) | 0.85% | 2.75% | 22.74% | - |
 Lockheed Martin (LMT) | 0.81% | 0% | 7.19% | 7/29/2024 |
 Upwork (UPWK) | 0.72% | 2.72% | 22.74% | - |
 Qantas (QAN.ASX) | 0.68% | 0% | 1.62% | 11/1/2022 |
 Visa (V) | 0.67% | 4.28% | 19.37% | - |
 Coca-Cola (KO) | 0.67% | 0% | 24.01% | 9/15/2023 |
 SPDR S&P Bank ETF (KBE) | 0.58% | 2.15% | 20.88% | - |
 Marathon Digital (MARA) | 0.55% | 1.31% | 25.06% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.55% | 0.91% | 33.18% | - |
 AMD (AMD) | 0.53% | 0% | 6.03% | 7/19/2024 |
 pooria1 | 0.49% | 0% | 6.61% | 9/24/2024 |
 AeroVironment (AVAV) | 0.47% | 2.46% | 13.92% | - |
 AIG (AIG) | 0.46% | 1.93% | 22.74% | - |
 Public Storage (PSA) | 0.45% | 3.27% | 13.92% | - |
 Waste Management (WM) | 0.43% | 0% | 4.29% | 1/10/2023 |
 Dream Finders Homes (DFH) | 0.42% | 1.64% | 20.77% | - |
 Apple (AAPL) | 0.41% | 0% | 8.7% | 10/18/2024 |
 Broadcom (AVGO) | 0.37% | 0% | 18.45% | 1/13/2025 |
 JPMorgan (JPM) | 0.36% | 0% | 9.28% | 10/18/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.31% | 0.98% | 22.74% | - |
 Adobe (ADBE) | 0.25% | 5.73% | 4.64% | - |
 Hyzon Motors (HYZN) | 0.22% | 0.16% | 25.99% | - |
 CommBank (CBA.ASX) | 0.19% | 0% | 20.07% | 1/28/2025 |
 First Solar (FSLR) | 0.19% | 0% | 18.33% | 1/22/2025 |
 Nestle (NESN.ZU) | 0.18% | 0% | 2.32% | 8/28/2023 |
 Toyota (TM) | 0.17% | 0% | 1.86% | 6/13/2024 |
 McDonald's (MCD) | 0.15% | 0% | 0.58% | 11/2/2022 |
 Fortuna Silver (FSM) | 0.15% | 0% | 8.35% | 10/18/2024 |
 DEWA (DEWA.AE) | 0.14% | 3.15% | 4.64% | - |
 Symbotic (SYM) | 0.11% | 2.12% | 4.64% | - |
 Whitehaven Coal (WHC.ASX) | 0.1% | 0% | 0.81% | 10/20/2022 |
 Albertsons (ACI) | 0.08% | 0% | 0.46% | 10/25/2022 |
 NVIDIA (NVDA) | 0.08% | 0% | 0.46% | 11/21/2022 |
 Torrid (CURV) | 0.08% | 0.42% | 20.77% | - |
 Coupang (CPNG) | 0.08% | 1.5% | 4.99% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.07% | 0% | 1.28% | 8/16/2024 |
 Nike (NKE) | 0.07% | 0% | 10.9% | 10/18/2024 |
 Crowdstrike (CRWD) | 0.06% | 0% | 7.19% | 10/18/2024 |
 Gold (Non Expiry) (GOLD) | 0.05% | 0% | 0.12% | 10/13/2022 |
 Rentokil (RTO.US) | 0.05% | 0% | 20.65% | 3/10/2025 |
 Natera (NTRA) | 0.05% | 0.83% | 4.99% | - |
 ETFMG Alternative Harvest ETF (MJ) | 0.03% | 0% | 4.87% | 11/6/2024 |
 BrainChip (BRN.ASX) | 0.03% | 0% | 0.81% | 11/4/2022 |
 Snapchat (SNAP) | 0.02% | 0% | 0.12% | 10/25/2022 |
 GE Vernova (GEV) | 0.02% | 0% | 13.46% | 7/29/2024 |
 Amazon (AMZN) | 0.02% | 0% | 0.46% | 10/25/2022 |
 AUD/JPY (AUDJPY) | 0.02% | 0% | 0.12% | 11/3/2022 |
 American Express (AXP) | 0.02% | 0% | 0.12% | 10/25/2022 |
 Cronos (CRO) | 0.01% | 0% | 0.23% | 10/16/2022 |
 Cybergun SA (ALCYB.PA) | 0% | 0.2% | 2.9% | - |
 TransMedics (TMDX) | 0% | 0.26% | 0.12% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Grab (GRAB) | 12.24% | 15.93% |
| Heritage Insurance (HRTG) | 9.07% | 9.38% |
| ASML (ASML) | 9.17% | 8.28% |
| Intel (INTC) | 9.17% | 7.08% |
| AI-Revolution | 7.04% | 6.97% |
| Microsoft (MSFT) | 5.55% | 5.24% |
| ARK Next Generation Internet ETF (ARKW) | 4.82% | 5.15% |
| BlackRock (BLK) | 3.67% | 3.87% |
| PayPal (PYPL) | 3.55% | 3.63% |
| Visa (V) | 2.45% | 3.56% |
| Upwork (UPWK) | 2.45% | 3.47% |
| Public Storage (PSA) | 4.28% | 3.3% |
| AeroVironment (AVAV) | 5.63% | 3.24% |
| SPDR S&P Bank ETF (KBE) | 2.5% | 2.6% |
| XRP (XRP) | 0.73% | 2.56% |
| Broadcom (AVGO) | 1.22% | 2.39% |
| AIG (AIG) | 2.13% | 1.81% |
| Marathon Digital (MARA) | 2.05% | 1.73% |
| Dream Finders Homes (DFH) | 2.45% | 1.55% |
| Alphabet (GOOGL) | 0.86% | 1.44% |
| Vanguard S&P 500 ETF (VOO) | 1.2% | 1.27% |
| Tesla (TSLA) | 0.76% | 1.19% |
| CommBank (CBA.ASX) | 0.66% | 0.86% |
| Schwab US Dividend Equity ETF (SCHD) | 0.77% | 0.83% |
| First Solar (FSLR) | 1.22% | 0.56% |
| Lincoln National (LNC) | 0.61% | 0.48% |
| Torrid (CURV) | 0.37% | 0.4% |
| Hyzon Motors (HYZN) | 2.2% | 0.28% |
| Rentokil (RTO.US) | 0.23% | 0.24% |
| Terra Classic (LUNC) | 0.24% | 0.1% |