Portfolio Diversification
Range
Most Diversified
64 instruments
October 9, 2024
Least Diversified
0 instruments
February 2, 2025
Average
46.6 instruments
Most Consistent Holdings
Top 5
INTC99.89%
NKE99.89%
HDV99.89%
VTI99.89%
VOO99.89%
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 |
|---|---|---|---|---|
| iShares Core High Dividend ETF (HDV) | 10.24% | 8.52% | 99.89% | - |
| Vanguard S&P 500 ETF (VOO) | 7.51% | 2.23% | 99.89% | - |
| Vanguard Total Stock Market ETF (VTI) | 5.81% | 2.36% | 99.89% | - |
 iShares Edge MSCI USA Momentum (MTUM) | 4.52% | 0% | 72.52% | 10/7/2024 |
 Realty Income (O) | 4.31% | 3.26% | 99.89% | - |
 Essential Utilities (WTRG) | 3.98% | 4.22% | 99.89% | - |
 Vanguard Growth ETF (VUG) | 3.72% | 0% | 61.57% | 7/3/2024 |
| Nike (NKE) | 3.47% | 2.91% | 99.89% | - |
| Intel (INTC) | 2.15% | 0.51% | 99.89% | - |
 Coca-Cola (KO) | 2.03% | 0% | 80.84% | 3/10/2025 |
 Enphase (ENPH) | 1.93% | 0.13% | 95.9% | - |
 Tesla (TSLA) | 1.67% | 0% | 70.01% | 11/11/2024 |
 Main Street Capital (MAIN) | 1.64% | 0% | 62.26% | 7/9/2024 |
 Shopify (SHOP) | 1.48% | 2.44% | 52.68% | - |
 Alibaba (BABA) | 1.47% | 0% | 72.75% | 10/10/2024 |
 Disney (DIS) | 1.47% | 1.96% | 71.49% | - |
 celesh | 1.34% | 0% | 45.27% | 4/29/2024 |
 Salesforce (CRM) | 1.33% | 0% | 72.52% | 1/28/2025 |
 Adobe (ADBE) | 1.29% | 3.79% | 50.63% | - |
 PayPal (PYPL) | 1.21% | 0% | 90.99% | 3/20/2025 |
 Dominion Energy (D) | 1.14% | 2.42% | 59.75% | - |
 Adidas (ADS.DE) | 1.13% | 0.86% | 99.77% | - |
 Corsair (CRSR) | 1.12% | 0% | 72.63% | 10/9/2024 |
 Alphabet (GOOG) | 1.04% | 2.13% | 54.5% | - |
 3M (MMM) | 1% | 0% | 82.9% | 2/19/2025 |
 FMC (FMC) | 0.99% | 1.28% | 58.84% | - |
 Tenaris (TS) | 0.94% | 2% | 41.28% | - |
 AMD (AMD) | 0.91% | 4.03% | 35.69% | - |
 Zoom (ZM) | 0.9% | 1.69% | 99.89% | - |
 Etsy (ETSY) | 0.77% | 0.79% | 78.22% | - |
 MSCI (MSCI) | 0.76% | 3.31% | 28.96% | - |
 Air Products (APD) | 0.75% | 1.44% | 51.2% | - |
 Renewables Infrastructure Group (TRIG.L) | 0.73% | 0.91% | 43.67% | - |
 Trimble (TRMB) | 0.71% | 1.22% | 43.9% | - |
 NXP (NXPI) | 0.71% | 2.72% | 27.37% | - |
 Volkswagen (VOW3.DE) | 0.69% | 0.91% | 43.22% | - |
 Palo Alto Networks (PANW) | 0.68% | 3.49% | 27.71% | - |
 Apple (AAPL) | 0.65% | 2.5% | 35.35% | - |
 NVIDIA (NVDA) | 0.64% | 3.56% | 28.85% | - |
 Progress Software (PRGS) | 0.59% | 3.69% | 28.85% | - |
 Samsung (SMSN.L) | 0.56% | 2.11% | 28.05% | - |
 Enterprise Products (EPD) | 0.56% | 2.03% | 27.37% | - |
 Norwegian Cruise Line (NCLH) | 0.56% | 0% | 73.66% | 10/18/2024 |
 Equinix (EQIX) | 0.56% | 1.75% | 35.69% | - |
 Qualcomm (QCOM) | 0.54% | 2.09% | 32.5% | - |
 Meta (META) | 0.52% | 0% | 24.06% | 1/10/2024 |
 TeamViewer (TMV.DE) | 0.49% | 0% | 67.39% | 8/23/2024 |
 Sony (SONY) | 0.49% | 0% | 28.51% | 2/14/2025 |
 ICE (ICE) | 0.48% | 2.01% | 27.59% | - |
 ARK Innovation ETF (ARKK) | 0.48% | 0% | 72.63% | 10/9/2024 |
 Verizon (VZ) | 0.48% | 1.23% | 37.63% | - |
 PubMatic (PUBM) | 0.48% | 0% | 72.75% | 10/10/2024 |
 Itau Unibanco (ITUB) | 0.47% | 0% | 39.22% | 5/19/2025 |
 Palantir (PLTR) | 0.47% | 0% | 72.18% | 10/4/2024 |
 HP (HPQ) | 0.47% | 0% | 37.97% | 6/6/2024 |
 Rio Tinto (RIO) | 0.45% | 0.76% | 51.2% | - |
 Danone (BN.PA) | 0.44% | 0% | 33.18% | 3/10/2025 |
 Snowflake (SNOW) | 0.43% | 2.12% | 43.22% | - |
 Paycom (PAYC) | 0.4% | 1.27% | 35.69% | - |
 SAP (SAP) | 0.39% | 0% | 21.66% | 7/13/2023 |
 Cloudflare (NET) | 0.35% | 0% | 28.85% | 1/30/2025 |
 Monday.com (MNDY) | 0.33% | 0% | 28.05% | 2/10/2025 |
 American Water (AWK) | 0.33% | 1.21% | 27.25% | - |
 Teradyne (TER) | 0.33% | 0% | 28.62% | 5/17/2024 |
 Prologis (PLD) | 0.31% | 1.06% | 27.25% | - |
 Carnival (CCL) | 0.29% | 0% | 73.66% | 10/18/2024 |
 Autodesk (ADSK) | 0.28% | 1.01% | 27.59% | - |
 Netflix (NFLX) | 0.28% | 0% | 48% | 3/4/2024 |
 Dropbox (DBX) | 0.27% | 0% | 19.16% | 6/21/2023 |
 Bilibili (BILI) | 0.25% | 0% | 38.88% | 12/15/2023 |
 Accenture (ACN) | 0.25% | 1.23% | 22.58% | - |
 Persimmon (PSN.L) | 0.25% | 0% | 26.11% | 10/16/2024 |
 Wynn Resorts (WYNN) | 0.24% | 0.56% | 40.02% | - |
 triangulacapital | 0.24% | 0% | 11.74% | 6/17/2024 |
 Digital Realty (DLR) | 0.24% | 0% | 21.09% | 1/28/2025 |
 Ingredion (INGR) | 0.23% | 0% | 26.68% | 8/26/2024 |
 Porsche (PAH3.DE) | 0.22% | 0% | 23.95% | 7/26/2024 |
 Fortinet (FTNT) | 0.22% | 1.28% | 16.76% | - |
 Chewy (CHWY) | 0.22% | 0% | 38.77% | 12/14/2023 |
 Airbnb (ABNB) | 0.21% | 1.38% | 19.73% | - |
 Endava (DAVA) | 0.21% | 0% | 26.8% | 3/20/2025 |
 TransMedics (TMDX) | 0.19% | 0% | 21.44% | 5/19/2025 |
 Home Depot (HD) | 0.19% | 0% | 13% | 12/14/2023 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.17% | 1.8% | 10.03% | - |
 Coinbase (COIN) | 0.17% | 0% | 61.35% | 7/1/2024 |
 TTEC (TTEC) | 0.17% | 0% | 31.13% | 10/4/2024 |
 Comstock Resources (CRK) | 0.16% | 0% | 17.56% | 5/30/2024 |
 Wizz Air (WIZZ.L) | 0.16% | 0% | 23.49% | 1/3/2025 |
 Amazon (AMZN) | 0.15% | 0% | 13.23% | 11/6/2024 |
 Valaris (VAL.US) | 0.14% | 0% | 18.47% | 3/20/2025 |
 Wise (WISE.L) | 0.14% | 0% | 11.29% | 1/15/2025 |
 Teekay Tankers (TNK) | 0.14% | 0% | 20.18% | 1/3/2025 |
 Microchip (MCHP) | 0.13% | 0% | 10.72% | 12/11/2023 |
 Vale (VALE) | 0.13% | 0% | 14.25% | 9/23/2024 |
 AmitKup | 0.13% | 0% | 6.96% | 6/18/2024 |
 10xCycleTrader | 0.13% | 0% | 6.84% | 6/17/2024 |
 Intapp (INTA) | 0.11% | 1.48% | 13.23% | - |
 Arista (ANET) | 0.11% | 0% | 10.38% | 12/8/2023 |
 Target (TGT) | 0.1% | 0% | 7.07% | 3/6/2024 |
 Ford (F) | 0.09% | 0% | 24.86% | 7/18/2024 |
 United Airlines (UAL) | 0.09% | 0% | 12.09% | 4/19/2024 |
 ingruc | 0.08% | 0% | 3.99% | 4/28/2023 |
 Iberdrola (IBE.MC) | 0.07% | 0% | 6.04% | 3/25/2025 |
 Whirlpool (WHR) | 0.06% | 0% | 4.45% | 7/10/2023 |
 Broadcom (AVGO) | 0.06% | 0% | 5.13% | 10/7/2024 |
 Raytheon (RTX) | 0.06% | 0% | 5.7% | 2/14/2024 |
 Nio (NIO) | 0.05% | 0% | 38.43% | 12/11/2023 |
 SiTime (SITM) | 0.04% | 0% | 6.73% | 5/9/2024 |
 Anglo American (AAL.L) | 0.04% | 0% | 5.13% | 4/25/2024 |
 e.l.f. (ELF) | 0.03% | 0% | 3.99% | 2/7/2025 |
 Zumiez (ZUMZ) | 0.03% | 0% | 4.9% | 2/15/2024 |
 SwissWay | 0.03% | 0% | 2.28% | 5/7/2024 |
 SoFi (SOFI) | 0.03% | 0% | 3.65% | 11/11/2024 |
 ConAgra (CAG) | 0.03% | 0% | 2.17% | 1/22/2024 |
 FTA (YMM) | 0.02% | 0% | 2.05% | 10/4/2024 |
 Diageo (DGE.L) | 0.02% | 1.01% | 2.05% | - |
 Spectris (SXS.L) | 0.02% | 0.96% | 2.05% | - |
 Tattooed Chef Inc (TTCFQ) | 0.02% | 0% | 22.69% | 7/26/2023 |
 Fiverr (FVRR) | 0.02% | 0% | 28.39% | 9/13/2023 |
 Beyond Meat (BYND) | 0.01% | 0% | 28.39% | 9/13/2023 |
 Boeing (BA) | 0.01% | 0% | 1.14% | 1/11/2023 |
 Spotify (SPOT) | 0.01% | 0% | 3.31% | 1/31/2023 |
 Block Inc. (XYZ) | 0.01% | 0% | 2.17% | 2/2/2023 |
 Couchbase (BASE) | 0.01% | 0% | 1.94% | 1/31/2023 |
 Solventum (SOLV) | 0.01% | 0% | 3.08% | 4/29/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Core High Dividend ETF (HDV) | 6.73% | 7.85% |
| Essential Utilities (WTRG) | 4.78% | 4.27% |
| Nike (NKE) | 5.37% | 4.05% |
| Vanguard S&P 500 ETF (VOO) | 2.77% | 3.56% |
| Tenaris (TS) | 2.6% | 3.28% |
| Realty Income (O) | 3.68% | 3.27% |
| NXP (NXPI) | 3.07% | 2.87% |
| MSCI (MSCI) | 2.45% | 2.62% |
| Alphabet (GOOG) | 2.11% | 2.5% |
| Samsung (SMSN.L) | 2.82% | 2.49% |
| Vanguard Total Stock Market ETF (VTI) | 1.87% | 2.45% |
| Dominion Energy (D) | 2.2% | 2.44% |
| Shopify (SHOP) | 1.6% | 2.42% |
| Trimble (TRMB) | 1.8% | 2.31% |
| Coca-Cola (KO) | 2.2% | 2.26% |
| Renewables Infrastructure Group (TRIG.L) | 2.5% | 2.15% |
| Enterprise Products (EPD) | 1.99% | 2.15% |
| Sony (SONY) | 1.6% | 2.1% |
| AMD (AMD) | 2.32% | 2.09% |
| Disney (DIS) | 1.77% | 2.03% |
| Cloudflare (NET) | 1.44% | 1.96% |
| Intel (INTC) | 3.43% | 1.92% |
| Equinix (EQIX) | 1.6% | 1.9% |
| FMC (FMC) | 2.2% | 1.87% |
| ICE (ICE) | 1.83% | 1.76% |
| Salesforce (CRM) | 1.2% | 1.71% |
| Volkswagen (VOW3.DE) | 2% | 1.61% |
| Air Products (APD) | 1.42% | 1.58% |
| Wise (WISE.L) | 0.94% | 1.55% |
| 3M (MMM) | 1.29% | 1.44% |
| Palo Alto Networks (PANW) | 1.2% | 1.33% |
| Danone (BN.PA) | 1.2% | 1.33% |
| Qualcomm (QCOM) | 1.41% | 1.3% |
| Progress Software (PRGS) | 1.04% | 1.22% |
| Verizon (VZ) | 1.2% | 1.19% |
| Enphase (ENPH) | 2.2% | 1.14% |
| American Water (AWK) | 1.2% | 1.13% |
| Prologis (PLD) | 1.2% | 1.09% |
| Monday.com (MNDY) | 1% | 1.08% |
| Autodesk (ADSK) | 0.93% | 1.05% |
| Paycom (PAYC) | 0.8% | 1.03% |
| Digital Realty (DLR) | 0.8% | 1.02% |
| Adidas (ADS.DE) | 1% | 1% |
| Zoom (ZM) | 0.84% | 0.98% |
| Itau Unibanco (ITUB) | 1% | 0.85% |
| Endava (DAVA) | 0.8% | 0.83% |
| Rio Tinto (RIO) | 0.8% | 0.79% |
| Valaris (VAL.US) | 0.96% | 0.78% |
| Snowflake (SNOW) | 0.8% | 0.78% |
| TransMedics (TMDX) | 1.04% | 0.73% |
| Etsy (ETSY) | 1.2% | 0.7% |
| Wizz Air (WIZZ.L) | 1% | 0.62% |
| Wynn Resorts (WYNN) | 0.6% | 0.6% |
| Teekay Tankers (TNK) | 0.8% | 0.51% |
| PayPal (PYPL) | 1.17% | 0.45% |