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Portfolio Diversification
Range
Most Diversified
64 instruments
October 9, 2024
Least Diversified
0 instruments
February 2, 2025
Average
46.8 instruments
Most Consistent Holdings
Top 5
NKE99.75%
HDV99.75%
VTI99.75%
VOO99.75%
O99.75%
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) | 9.82% | 9.41% | 99.75% | - |
| Vanguard S&P 500 ETF (VOO) | 7.41% | 12.34% | 99.75% | - |
| Vanguard Total Stock Market ETF (VTI) | 4.95% | 4.15% | 99.75% | - |
| Realty Income (O) | 3.93% | 2.78% | 99.75% | - |
 Essential Utilities (WTRG) | 3.92% | 3.16% | 99.75% | - |
 iShares Edge MSCI USA Momentum (MTUM) | 3.28% | 0% | 52.74% | 10/7/2024 |
| Nike (NKE) | 3.16% | 0.91% | 99.75% | - |
 Vanguard Growth ETF (VUG) | 2.7% | 0% | 44.78% | 7/3/2024 |
 Intel (INTC) | 1.84% | 0% | 91.54% | 1/20/2026 |
 Adobe (ADBE) | 1.72% | 1.44% | 63.93% | - |
 Disney (DIS) | 1.56% | 1.67% | 79.1% | - |
 Coca-Cola (KO) | 1.47% | 0% | 58.79% | 3/10/2025 |
 Dominion Energy (D) | 1.47% | 1.9% | 70.56% | - |
 Enphase (ENPH) | 1.41% | 0% | 74.21% | 7/30/2025 |
 Salesforce (CRM) | 1.41% | 2.93% | 74.38% | - |
 MSCI (MSCI) | 1.4% | 3.21% | 48.18% | - |
 Shopify (SHOP) | 1.36% | 2.26% | 50.25% | - |
 NXP (NXPI) | 1.21% | 2.49% | 47.01% | - |
 Tesla (TSLA) | 1.21% | 0% | 50.91% | 11/11/2024 |
 Main Street Capital (MAIN) | 1.19% | 0% | 45.27% | 7/9/2024 |
 Adidas (ADS.DE) | 1.16% | 1.52% | 99.67% | - |
 Progress Software (PRGS) | 1.16% | 0.92% | 48.09% | - |
 Zoom (ZM) | 1.09% | 1.88% | 99.75% | - |
 Alibaba (BABA) | 1.07% | 0% | 52.9% | 10/10/2024 |
 Apple (AAPL) | 1.04% | 0.53% | 52.82% | - |
 Tenaris (TS) | 1.02% | 0% | 48.92% | 1/20/2026 |
 Palo Alto Networks (PANW) | 1.01% | 1% | 47.26% | - |
 Snowflake (SNOW) | 1% | 2.44% | 58.54% | - |
 Equinix (EQIX) | 0.98% | 0% | 50.25% | 3/26/2026 |
 celesh | 0.97% | 0% | 32.92% | 4/29/2024 |
 Qualcomm (QCOM) | 0.96% | 2.34% | 50.75% | - |
 Air Products (APD) | 0.91% | 1.43% | 64.34% | - |
 Alphabet (GOOG) | 0.9% | 0% | 47.18% | 9/5/2025 |
 ICE (ICE) | 0.9% | 2.01% | 47.18% | - |
 AMD (AMD) | 0.9% | 0% | 35.16% | 10/8/2025 |
 PayPal (PYPL) | 0.88% | 0% | 66.17% | 3/20/2025 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.87% | 3.56% | 34.41% | - |
 Enterprise Products (EPD) | 0.82% | 0% | 41.21% | 2/18/2026 |
 Corsair (CRSR) | 0.82% | 0% | 52.82% | 10/9/2024 |
 FMC (FMC) | 0.81% | 0% | 54.06% | 10/20/2025 |
 Accenture (ACN) | 0.78% | 1.47% | 43.53% | - |
 3M (MMM) | 0.73% | 0% | 60.28% | 2/19/2025 |
 NVIDIA (NVDA) | 0.72% | 2.51% | 33.25% | - |
 Intapp (INTA) | 0.68% | 0.44% | 36.73% | - |
 Etsy (ETSY) | 0.66% | 0% | 70.15% | 11/13/2025 |
 Autodesk (ADSK) | 0.65% | 2.84% | 47.18% | - |
 Fortinet (FTNT) | 0.63% | 1.94% | 39.3% | - |
 Verizon (VZ) | 0.63% | 0% | 51.66% | 3/26/2026 |
 Paycom (PAYC) | 0.6% | 1.1% | 53.07% | - |
 Renewables Infrastructure Group (TRIG.L) | 0.59% | 0% | 38.64% | 8/28/2025 |
 Trimble (TRMB) | 0.56% | 0% | 35.32% | 7/17/2025 |
 Meta (META) | 0.56% | 1.06% | 32.09% | - |
 Samsung (SMSN.L) | 0.55% | 0% | 28.77% | 9/15/2025 |
 American Water (AWK) | 0.54% | 1.03% | 46.68% | - |
 Prologis (PLD) | 0.53% | 1.27% | 46.68% | - |
 Volkswagen (VOW3.DE) | 0.51% | 0% | 32.26% | 6/16/2025 |
 Sony (SONY) | 0.48% | 1.55% | 29.6% | - |
 Rio Tinto (RIO) | 0.47% | 0% | 54.89% | 1/5/2026 |
 Norwegian Cruise Line (NCLH) | 0.41% | 0% | 53.57% | 10/18/2024 |
 Airbnb (ABNB) | 0.37% | 0% | 32.26% | 1/8/2026 |
 Wynn Resorts (WYNN) | 0.36% | 0.53% | 56.22% | - |
 TeamViewer (TMV.DE) | 0.35% | 0% | 49% | 8/23/2024 |
 ARK Innovation ETF (ARKK) | 0.35% | 0% | 52.82% | 10/9/2024 |
 PubMatic (PUBM) | 0.35% | 0% | 52.9% | 10/10/2024 |
 Itau Unibanco (ITUB) | 0.34% | 0% | 28.52% | 5/19/2025 |
 Amazon (AMZN) | 0.34% | 0% | 27.28% | 4/21/2026 |
 Palantir (PLTR) | 0.34% | 0% | 52.49% | 10/4/2024 |
 HP (HPQ) | 0.34% | 0% | 27.61% | 6/6/2024 |
 Danone (BN.PA) | 0.32% | 0% | 24.13% | 3/10/2025 |
 SAP (SAP) | 0.28% | 0% | 15.75% | 7/13/2023 |
 Invesco QQQ (QQQ) | 0.26% | 2.51% | 11.11% | - |
 Cloudflare (NET) | 0.25% | 0% | 20.98% | 1/30/2025 |
 Eurazeo (RF.PA) | 0.25% | 0% | 17.58% | 1/8/2026 |
 Monday.com (MNDY) | 0.24% | 0% | 20.4% | 2/10/2025 |
 Teradyne (TER) | 0.24% | 0% | 20.81% | 5/17/2024 |
 Nu (NU) | 0.22% | 1.17% | 17.99% | - |
 Sodexo (SW.PA) | 0.21% | 0% | 15.75% | 1/8/2026 |
 Carnival (CCL) | 0.21% | 0% | 53.57% | 10/18/2024 |
 Netflix (NFLX) | 0.2% | 0% | 34.91% | 3/4/2024 |
 Dropbox (DBX) | 0.19% | 0% | 13.93% | 6/21/2023 |
 BNP Paribas (BNP.PA) | 0.19% | 0% | 13.6% | 2/26/2026 |
 Bilibili (BILI) | 0.18% | 0% | 28.28% | 12/15/2023 |
 Persimmon (PSN.L) | 0.18% | 0% | 18.99% | 10/16/2024 |
 triangulacapital | 0.17% | 0% | 8.54% | 6/17/2024 |
 Digital Realty (DLR) | 0.17% | 0% | 15.34% | 1/28/2025 |
 Ingredion (INGR) | 0.17% | 0% | 19.4% | 8/26/2024 |
 Porsche (PAH3.DE) | 0.16% | 0% | 17.41% | 7/26/2024 |
 EQT (EQT) | 0.16% | 0% | 13.93% | 3/2/2026 |
 Diageo (DGE.L) | 0.16% | 0% | 16.75% | 12/10/2025 |
 Chewy (CHWY) | 0.16% | 0% | 28.19% | 12/14/2023 |
 Endava (DAVA) | 0.15% | 0% | 19.49% | 3/20/2025 |
 TransMedics (TMDX) | 0.14% | 0% | 15.59% | 5/19/2025 |
 Home Depot (HD) | 0.13% | 0% | 9.45% | 12/14/2023 |
 PepsiCo (PEP) | 0.12% | 1.39% | 8.62% | - |
 Coinbase (COIN) | 0.12% | 0% | 44.61% | 7/1/2024 |
 TTEC (TTEC) | 0.12% | 0% | 22.64% | 10/4/2024 |
 Comstock Resources (CRK) | 0.12% | 0% | 12.77% | 5/30/2024 |
 Wizz Air (WIZZ.L) | 0.11% | 0% | 17.08% | 1/3/2025 |
 Roche (ROG.ZU) | 0.11% | 0% | 9.95% | 1/22/2026 |
 Valaris (VAL.US) | 0.11% | 0% | 13.43% | 3/20/2025 |
 Wise (WISE.L) | 0.1% | 0% | 8.21% | 1/15/2025 |
 VICI Properties (VICI) | 0.1% | 1.19% | 8.62% | - |
 Teekay Tankers (TNK) | 0.1% | 0% | 14.68% | 1/3/2025 |
 Microchip (MCHP) | 0.1% | 0% | 7.79% | 12/11/2023 |
 Vale (VALE) | 0.1% | 0% | 10.36% | 9/23/2024 |
 AmitKup | 0.1% | 0% | 5.06% | 6/18/2024 |
 Microsoft (MSFT) | 0.09% | 1.04% | 8.62% | - |
 10xCycleTrader | 0.09% | 0% | 4.98% | 6/17/2024 |
 Barrick (B) | 0.09% | 0% | 7.21% | 9/5/2025 |
 ONEOK (OKE) | 0.09% | 0% | 8.79% | 3/26/2026 |
 Arista (ANET) | 0.08% | 0% | 7.55% | 12/8/2023 |
 Target (TGT) | 0.08% | 0% | 5.14% | 3/6/2024 |
 Ford (F) | 0.07% | 0% | 18.08% | 7/18/2024 |
 United Airlines (UAL) | 0.07% | 0% | 8.79% | 4/19/2024 |
 FinVolution (FINV) | 0.06% | 0% | 7.96% | 12/10/2025 |
 ingruc | 0.06% | 0% | 2.9% | 4/28/2023 |
 Iberdrola (IBE.MC) | 0.05% | 0% | 4.39% | 3/25/2025 |
 Novo-Nordisk (NVO) | 0.05% | 1.87% | 2.99% | - |
 Vistra (VST) | 0.05% | 0.84% | 5.8% | - |
 Vonovia (VNA.DE) | 0.05% | 0.77% | 5.8% | - |
 Whirlpool (WHR) | 0.04% | 0% | 3.23% | 7/10/2023 |
 Broadcom (AVGO) | 0.04% | 0% | 3.73% | 10/7/2024 |
 Raytheon (RTX) | 0.04% | 0% | 4.15% | 2/14/2024 |
 Admiral (ADM.L) | 0.04% | 0.73% | 5.8% | - |
 Cardano (ADA) | 0.03% | 0% | 4.39% | 10/20/2025 |
 Nio (NIO) | 0.03% | 0% | 27.94% | 12/11/2023 |
 Constellation Energy (CEG) | 0.03% | 1.18% | 2.82% | - |
 Crowdstrike (CRWD) | 0.03% | 1.07% | 2.99% | - |
 SiTime (SITM) | 0.03% | 0% | 4.89% | 5/9/2024 |
 Anglo American (AAL.L) | 0.03% | 0% | 3.73% | 4/25/2024 |
 e.l.f. (ELF) | 0.02% | 0% | 2.9% | 2/7/2025 |
 Zumiez (ZUMZ) | 0.02% | 0% | 3.57% | 2/15/2024 |
 Bitcoin (BTC) | 0.02% | 0% | 3.07% | 11/5/2025 |
 Visa (V) | 0.02% | 0.77% | 2.99% | - |
| 0.02% | 0% | 1.66% | 5/7/2024 | |
 SoFi (SOFI) | 0.02% | 0% | 2.65% | 11/11/2024 |
 ConAgra (CAG) | 0.02% | 0% | 1.58% | 1/22/2024 |
 Spectris (SXS.L) | 0.02% | 0% | 1.82% | 6/10/2025 |
 FTA (YMM) | 0.02% | 0% | 1.49% | 10/4/2024 |
 Tattooed Chef Inc (TTCFQ) | 0.01% | 0% | 16.5% | 7/26/2023 |
 Fiverr (FVRR) | 0.01% | 0% | 20.65% | 9/13/2023 |
 WisdomTree Artificial Intelligence UCITS ETF - USD Acc (WTAI.L) | 0.01% | 1.32% | 0.91% | - |
 Solana (SOL) | 0.01% | 0% | 1.58% | 8/13/2025 |
 Beyond Meat (BYND) | 0.01% | 0% | 20.65% | 9/13/2023 |
 Global X Robotics & Artifici (BOTZ) | 0.01% | 1.24% | 0.83% | - |
 Spotify (SPOT) | 0.01% | 0.84% | 2.57% | - |
 Boeing (BA) | 0.01% | 0% | 0.83% | 1/11/2023 |
 Avalanche (AVAX) | 0.01% | 0% | 1.33% | 9/13/2025 |
 Block Inc. (XYZ) | 0.01% | 0% | 1.58% | 2/2/2023 |
 Couchbase (BASE) | 0.01% | 0% | 1.41% | 1/31/2023 |
 Polkadot (DOT) | 0% | 0% | 1.82% | 10/13/2025 |
 Solventum (SOLV) | 0% | 0% | 2.24% | 4/29/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 10.41% | 10.9% |
| iShares Core High Dividend ETF (HDV) | 7.16% | 8.32% |
| First Trust NASDAQ Cybersecurity ETF (CIBR) | 3.81% | 3.77% |
| Essential Utilities (WTRG) | 3.46% | 3.17% |
| MSCI (MSCI) | 3.28% | 3.12% |
| Vanguard Total Stock Market ETF (VTI) | 2.24% | 2.75% |
| NXP (NXPI) | 2.92% | 2.66% |
| Realty Income (O) | 2.72% | 2.46% |
| Dominion Energy (D) | 2.09% | 2.36% |
| Invesco QQQ (QQQ) | 2.39% | 2.31% |
| Qualcomm (QCOM) | 2.29% | 2.25% |
| Accenture (ACN) | 2.28% | 2.21% |
| Equinix (EQIX) | 2.33% | 2.2% |
| Intapp (INTA) | 2.37% | 2.15% |
| ICE (ICE) | 2.14% | 2.09% |
| Progress Software (PRGS) | 2.41% | 2.06% |
| Salesforce (CRM) | 1.9% | 2.03% |
| Snowflake (SNOW) | 1.76% | 2.01% |
| Enterprise Products (EPD) | 1.89% | 1.94% |
| Adobe (ADBE) | 2.13% | 1.93% |
| Intel (INTC) | 1.71% | 1.92% |
| Disney (DIS) | 1.68% | 1.84% |
| Fortinet (FTNT) | 2.09% | 1.83% |
| BNP Paribas (BNP.PA) | 1.71% | 1.7% |
| Zoom (ZM) | 1.56% | 1.67% |
| Autodesk (ADSK) | 1.46% | 1.48% |
| Paycom (PAYC) | 1.6% | 1.41% |
| Nu (NU) | 1.29% | 1.36% |
| Tenaris (TS) | 1.14% | 1.31% |
| Nike (NKE) | 1.59% | 1.31% |
| Airbnb (ABNB) | 1.43% | 1.27% |
| Roche (ROG.ZU) | 1.05% | 1.24% |
| Sodexo (SW.PA) | 1.52% | 1.22% |
| Air Products (APD) | 1.35% | 1.19% |
| Prologis (PLD) | 1.14% | 1.17% |
| Meta (META) | 1.14% | 1.14% |
| Apple (AAPL) | 0.95% | 1.12% |
| Amazon (AMZN) | 1.14% | 1.1% |
| Verizon (VZ) | 1.14% | 1.08% |
| American Water (AWK) | 1.14% | 1.05% |
| Palo Alto Networks (PANW) | 1.09% | 1.02% |
| Adidas (ADS.DE) | 1.14% | 0.99% |
| EQT (EQT) | 0.95% | 0.97% |
| Rio Tinto (RIO) | 0.76% | 0.96% |
| ONEOK (OKE) | 0.98% | 0.93% |
| Wynn Resorts (WYNN) | 0.57% | 0.61% |
| Eurazeo (RF.PA) | 0.57% | 0.48% |
Cash & Instruments Over Time
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