Portfolio Diversification
Range
Most Diversified
95 instruments
December 19, 2023
Least Diversified
0 instruments
February 2, 2025
Average
37 instruments
Most Consistent Holdings
Top 5
JNJ94.75%
MCD94.75%
INTC91.18%
DIA.US85.86%
SPY84.62%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR S&P 500 ETF (SPY) | 14.62% | 20.8% | 84.62% | - |
 Invesco QQQ (QQQ) | 7.15% | 6.8% | 84.04% | - |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 5.52% | 14.59% | 85.86% | - |
 Apple (AAPL) | 3.61% | 0% | 61.37% | 12/17/2024 |
 SPDR Gold (GLD) | 2.88% | 0% | 55.98% | 11/12/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 2.86% | 0% | 14.07% | 7/13/2022 |
| Johnson & Johnson (JNJ) | 2.82% | 0% | 94.75% | 8/25/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 2.4% | 10.87% | 33.09% | - |
 Coca-Cola (KO) | 2.25% | 0% | 54.08% | 8/25/2025 |
| McDonald's (MCD) | 2.19% | 0% | 94.75% | 8/25/2025 |
 Netflix (NFLX) | 2.09% | 0% | 64.5% | 7/5/2024 |
 Vanguard Total Stock Market ETF (VTI) | 1.7% | 0% | 30.03% | 9/26/2023 |
| Intel (INTC) | 1.63% | 0% | 91.18% | 9/26/2025 |
 Amazon (AMZN) | 1.44% | 0% | 48.03% | 2/24/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 1.4% | 0% | 51.9% | 9/11/2025 |
 Berkshire Hathaway (BRK.B) | 1.31% | 14.12% | 58.02% | - |
 Gold (Non Expiry) (GOLD) | 1.31% | 0% | 19.68% | 10/10/2022 |
 NVIDIA (NVDA) | 1.23% | 8.04% | 52.7% | - |
 BlackRock (BLK) | 1.22% | 0% | 30.32% | 10/1/2024 |
 Microsoft (MSFT) | 1.2% | 0% | 57.73% | 7/30/2025 |
 iShares Core MSCI Europe ETF (IEUR) | 1.14% | 3.12% | 57.14% | - |
 Vanguard FTSE Europe ETF (VGK) | 1.14% | 3.12% | 57.14% | - |
 iShares S&P Mid-Cap 400 Value ETF (IJJ) | 1.09% | 2.8% | 56.92% | - |
 GE (GE) | 0.99% | 8.35% | 22.16% | - |
 Platinum (Non Expiry) (PLATINUM) | 0.98% | 0% | 14.07% | 7/13/2022 |
 Vanguard Real Estate ETF (VNQ) | 0.97% | 0% | 51.97% | 8/25/2025 |
 Visa (V) | 0.95% | 0% | 47.52% | 6/13/2025 |
 DJ30 Index (Non Expiry) (DJ30) | 0.91% | 0% | 14.07% | 7/13/2022 |
 Meta (META) | 0.91% | 0% | 30.25% | 2/2/2024 |
 Lockheed Martin (LMT) | 0.78% | 0% | 52.92% | 8/25/2025 |
 AMD (AMD) | 0.78% | 0% | 34.4% | 3/8/2024 |
 TSMC (TSM) | 0.75% | 7.26% | 32.51% | - |
 iShares S&P 100 ETF (OEF) | 0.73% | 0% | 18.22% | 6/5/2024 |
 SolarEdge (SEDG) | 0.72% | 0% | 40.96% | 1/2/2025 |
 Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) | 0.69% | 0% | 41.91% | 4/9/2025 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.67% | 0% | 5.54% | 7/13/2022 |
 iShares MSCI India ETF (INDA) | 0.63% | 0% | 29.74% | 10/23/2024 |
 Walmart (WMT) | 0.58% | 0% | 16.98% | 8/25/2025 |
 Cardano (ADA) | 0.53% | 0% | 22.16% | 11/15/2022 |
 Nio (NIO) | 0.53% | 0% | 18.66% | 10/24/2022 |
 Ethereum (ETH) | 0.5% | 0% | 11.73% | 6/11/2022 |
 Bitcoin (BTC) | 0.49% | 0% | 16.62% | 2/24/2023 |
 Target (TGT) | 0.31% | 0% | 9.77% | 5/18/2022 |
 Nike (NKE) | 0.26% | 0% | 16.98% | 8/25/2025 |
 iShares S&P 500 Growth ETF (IVW) | 0.25% | 0% | 11.81% | 3/8/2024 |
 GER40 Index (Non Expiry) (GER40) | 0.21% | 0% | 3.21% | 7/13/2022 |
 Public Storage (PSA) | 0.04% | 0% | 19.31% | 8/20/2024 |
 Take-Two (TTWO) | 0.02% | 0% | 35.86% | 1/2/2025 |
 Official Trump (Experimental) (TRUMP) | 0.02% | 0% | 0.44% | 1/25/2025 |
 Honeywell (HON) | 0.01% | 0% | 35.86% | 1/2/2025 |
 Everest (EG) | 0.01% | 0% | 35.86% | 1/2/2025 |
 Sony (SONY) | 0.01% | 0% | 35.93% | 1/2/2025 |
 Workday (WDAY) | 0.01% | 0% | 35.93% | 1/2/2025 |
 UnitedHealth (UNH) | 0.01% | 0% | 35.86% | 1/2/2025 |
 Hercules Capital (HTGC) | 0.01% | 0% | 35.42% | 1/2/2025 |
 ExxonMobil (XOM) | 0.01% | 0% | 35.86% | 1/2/2025 |
 MetLife (MET) | 0.01% | 0% | 33.24% | 11/27/2024 |
 Camtek (CAMT) | 0.01% | 0% | 27.84% | 1/2/2025 |
 Adobe (ADBE) | 0.01% | 0% | 35.86% | 1/2/2025 |
 Trimble (TRMB) | 0.01% | 0% | 33.75% | 12/4/2024 |
 EPAM (EPAM) | 0.01% | 0% | 35.93% | 1/2/2025 |
 Vestas (VWS.CO) | 0.01% | 0% | 35.86% | 1/3/2025 |
 Coterra (CTRA) | 0.01% | 0% | 35.86% | 1/2/2025 |
 Marvell (MRVL) | 0.01% | 0% | 27.84% | 1/2/2025 |
 Devon Energy (DVN) | 0.01% | 0% | 35.86% | 1/2/2025 |
 Rockwell Automation (ROK) | 0.01% | 0% | 35.86% | 1/2/2025 |
 Alaska Air (ALK) | 0.01% | 0% | 28.57% | 1/2/2025 |
 Deutsche Telekom (DTE.DE) | 0.01% | 0% | 28.06% | 9/17/2024 |
 Corpay (CPAY) | 0.01% | 0% | 29.59% | 10/7/2024 |
 Cisco (CSCO) | 0.01% | 0% | 35.93% | 1/2/2025 |
 IMAX (IMAX) | 0.01% | 0% | 28.57% | 1/2/2025 |
 Autodesk (ADSK) | 0.01% | 0% | 26.9% | 8/30/2024 |
 AEP (AEP) | 0.01% | 0% | 28.13% | 9/17/2024 |
 Nisource (NI) | 0.01% | 0% | 28.13% | 9/17/2024 |
 AbbVie (ABBV) | 0.01% | 0% | 26.82% | 8/30/2024 |
 General Dynamics (GD) | 0.01% | 0% | 27.84% | 1/2/2025 |
 Dover (DOV) | 0.01% | 0% | 26.02% | 8/20/2024 |
 Cenovus (CVE) | 0.01% | 0% | 27.84% | 1/2/2025 |
 Intuit (INTU) | 0.01% | 0% | 27.84% | 1/2/2025 |
 Analog Devices (ADI) | 0.01% | 0% | 27.84% | 1/2/2025 |
 Oracle (ORCL) | 0.01% | 0% | 27.92% | 9/13/2024 |
 Under Armour (UA) | 0.01% | 0% | 0.36% | 8/22/2022 |
 Cadence (CDNS) | 0.01% | 0% | 27.84% | 1/2/2025 |
 Toro (TORO) | 0.01% | 0% | 35.35% | 1/2/2025 |
 Wynn Resorts (WYNN) | 0.01% | 0% | 27.84% | 1/2/2025 |
 Vivendi (VIV.PA) | 0.01% | 0% | 27.7% | 1/3/2025 |
 Tyler (TYL) | 0.01% | 0% | 23.62% | 7/18/2024 |
 Las Vegas Sands (LVS) | 0.01% | 0% | 27.84% | 1/2/2025 |
 JPMorgan (JPM) | 0.01% | 0% | 22.45% | 7/2/2024 |
 Tenable (TENB) | 0.01% | 0% | 27.84% | 1/2/2025 |
 Vinci (DG.PA) | 0.01% | 0% | 27.7% | 1/3/2025 |
 Alphabet (GOOGL) | 0.01% | 0% | 22.16% | 6/27/2024 |
 Block Inc. (XYZ) | 0.01% | 0% | 27.84% | 1/2/2025 |
 WillScot Mobile Mini (WSC) | 0.01% | 0% | 27.84% | 1/2/2025 |
 Costco (COST) | 0.01% | 0% | 20.12% | 9/17/2024 |
 Microchip (MCHP) | 0.01% | 0% | 27.84% | 1/2/2025 |
 Leidos (LDOS) | 0.01% | 0% | 18.8% | 8/30/2024 |
 Applied Materials (AMAT) | 0.01% | 0% | 18% | 8/20/2024 |
 Curtiss-Wright (CW) | 0.01% | 0% | 18.8% | 8/30/2024 |
 HP (HPQ) | 0.01% | 0% | 19.61% | 5/30/2024 |
 Regeneron (REGN) | 0.01% | 0% | 18.8% | 8/30/2024 |
 dLocal (DLO) | 0.01% | 0% | 35.35% | 1/2/2025 |
 PowerSchool (PWSC) | 0.01% | 0% | 21.21% | 10/2/2024 |
 Alnylam (ALNY) | 0.01% | 0% | 18.8% | 8/30/2024 |
 First Solar (FSLR) | 0.01% | 0% | 19.75% | 5/24/2024 |
 Garmin (GRMN) | 0.01% | 0% | 14.36% | 3/12/2024 |
 DexCom (DXCM) | 0.01% | 0% | 15.31% | 3/25/2024 |
 Lennar (LEN) | 0.01% | 0% | 13.63% | 3/1/2024 |
 AMC (AMC) | 0% | 0% | 35.42% | 1/2/2025 |
 Natera (NTRA) | 0% | 0% | 13.05% | 2/29/2024 |
 Allstate (ALL) | 0% | 0% | 9.48% | 1/4/2024 |
 BioNano (BNGO) | 0% | 0% | 24.56% | 8/22/2024 |
 Palo Alto Networks (PANW) | 0% | 0% | 7.8% | 12/12/2023 |
 Lyft (LYFT) | 0% | 0% | 7.51% | 12/15/2023 |
 PDD Holdings (PDD) | 0% | 0% | 6.27% | 11/28/2023 |
 Interactive Brokers (IBKR) | 0% | 0% | 5.9% | 3/6/2024 |
 Okta (OKTA) | 0% | 0% | 1.97% | 9/21/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 5.13% | 5.69% |
| Visa (V) | 3.45% | 4.15% |
| Invesco QQQ (QQQ) | 3.42% | 3.92% |
| VanEck Vectors Semiconductor ETF (SMH) | 3.42% | 3.78% |
| Ishares MSCI JAPAN ETF (EWJ) | 3.42% | 3.63% |
| Microsoft (MSFT) | 3.42% | 3.53% |
| Amazon (AMZN) | 1.71% | 2.63% |
| iShares S&P Mid-Cap 400 Value ETF (IJJ) | 1.71% | 1.97% |
| Vanguard Real Estate ETF (VNQ) | 1.71% | 1.83% |
| McDonald's (MCD) | 1.71% | 1.82% |
| Vanguard FTSE Europe ETF (VGK) | 1.71% | 1.78% |
| iShares Core MSCI Europe ETF (IEUR) | 1.71% | 1.78% |
| Coca-Cola (KO) | 1.71% | 1.72% |
| Intel (INTC) | 1.71% | 1.53% |
| Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) | 1.71% | 1.46% |
| Johnson & Johnson (JNJ) | 1.71% | 1.41% |
| SolarEdge (SEDG) | 2.73% | 0.46% |
| Take-Two (TTWO) | 0.07% | 0.08% |
| Marvell (MRVL) | 0.03% | 0.06% |
| Alaska Air (ALK) | 0.03% | 0.06% |
| IMAX (IMAX) | 0.03% | 0.05% |
| Camtek (CAMT) | 0.03% | 0.04% |
| Hercules Capital (HTGC) | 0.03% | 0.04% |
| Cadence (CDNS) | 0.03% | 0.04% |
| Analog Devices (ADI) | 0.03% | 0.04% |
| Workday (WDAY) | 0.03% | 0.04% |
| Block Inc. (XYZ) | 0.03% | 0.04% |
| General Dynamics (GD) | 0.03% | 0.04% |
| Honeywell (HON) | 0.03% | 0.04% |
| Lockheed Martin (LMT) | 0.03% | 0.04% |
| Berkshire Hathaway (BRK.B) | 0.03% | 0.04% |
| Las Vegas Sands (LVS) | 0.03% | 0.04% |
| Sony (SONY) | 0.03% | 0.04% |
| Cisco (CSCO) | 0.03% | 0.04% |
| WillScot Mobile Mini (WSC) | 0.03% | 0.03% |
| EPAM (EPAM) | 0.03% | 0.03% |
| Tenable (TENB) | 0.03% | 0.03% |
| Cenovus (CVE) | 0.03% | 0.03% |
| Everest (EG) | 0.03% | 0.03% |
| Coterra (CTRA) | 0.03% | 0.03% |
| Intuit (INTU) | 0.03% | 0.03% |
| Wynn Resorts (WYNN) | 0.03% | 0.03% |
| Rockwell Automation (ROK) | 0.03% | 0.03% |
| Vinci (DG.PA) | 0.03% | 0.03% |
| Adobe (ADBE) | 0.03% | 0.03% |
| ExxonMobil (XOM) | 0.03% | 0.03% |
| UnitedHealth (UNH) | 0.03% | 0.03% |
| dLocal (DLO) | 0.03% | 0.02% |
| Microchip (MCHP) | 0.03% | 0.02% |
| Toro (TORO) | 0.03% | 0.02% |
| Vestas (VWS.CO) | 0.03% | 0.02% |
| Devon Energy (DVN) | 0.03% | 0.02% |
| AMC (AMC) | 0.03% | 0.01% |
| Vivendi (VIV.PA) | 0.03% | 0.01% |
| BioNano (BNGO) | 0.03% | 0% |