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Portfolio Diversification
Range
Most Diversified
64 instruments
October 9, 2024
Least Diversified
0 instruments
February 2, 2025
Average
46.9 instruments
Most Consistent Holdings
Top 5
NKE99.91%
HDV99.91%
VTI99.91%
VOO99.91%
O99.91%
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) | 9.87% | 8.75% | 99.91% | - |
| Vanguard S&P 500 ETF (VOO) | 6.98% | 12.03% | 99.91% | - |
| Vanguard Total Stock Market ETF (VTI) | 5.08% | 2.78% | 99.91% | - |
| Realty Income (O) | 4.03% | 2.7% | 99.91% | - |
 Essential Utilities (WTRG) | 3.98% | 3.29% | 99.91% | - |
 iShares Edge MSCI USA Momentum (MTUM) | 3.58% | 0% | 57.5% | 10/7/2024 |
| Nike (NKE) | 3.35% | 1.32% | 99.91% | - |
 Vanguard Growth ETF (VUG) | 2.95% | 0% | 48.82% | 7/3/2024 |
 Intel (INTC) | 2% | 0% | 99.82% | 1/20/2026 |
 Adobe (ADBE) | 1.73% | 2.36% | 60.85% | - |
 Coca-Cola (KO) | 1.61% | 0% | 64.1% | 3/10/2025 |
 Disney (DIS) | 1.55% | 1.79% | 77.4% | - |
 Enphase (ENPH) | 1.54% | 0% | 80.92% | 7/30/2025 |
 Dominion Energy (D) | 1.41% | 2.47% | 68.08% | - |
 Shopify (SHOP) | 1.33% | 0% | 47.83% | 8/12/2025 |
 Tesla (TSLA) | 1.32% | 0% | 55.52% | 11/11/2024 |
 Main Street Capital (MAIN) | 1.3% | 0% | 49.37% | 7/9/2024 |
 Salesforce (CRM) | 1.29% | 1.7% | 72.24% | - |
 MSCI (MSCI) | 1.25% | 3.16% | 43.67% | - |
 Alibaba (BABA) | 1.16% | 0% | 57.69% | 10/10/2024 |
 Adidas (ADS.DE) | 1.13% | 1.59% | 99.82% | - |
 NXP (NXPI) | 1.13% | 2.86% | 42.41% | - |
 Tenaris (TS) | 1.11% | 0% | 53.35% | 1/20/2026 |
 Progress Software (PRGS) | 1.08% | 2.52% | 43.58% | - |
 Apple (AAPL) | 1.06% | 1.02% | 48.73% | - |
 celesh | 1.06% | 0% | 35.9% | 4/29/2024 |
 Zoom (ZM) | 1.04% | 1.59% | 99.91% | - |
 Palo Alto Networks (PANW) | 1.02% | 1.02% | 42.68% | - |
 Alphabet (GOOG) | 0.98% | 0% | 51.45% | 9/5/2025 |
 AMD (AMD) | 0.98% | 0% | 38.34% | 10/8/2025 |
 Equinix (EQIX) | 0.97% | 2.27% | 49.01% | - |
 PayPal (PYPL) | 0.96% | 0% | 72.15% | 3/20/2025 |
 Corsair (CRSR) | 0.89% | 0% | 57.59% | 10/9/2024 |
 FMC (FMC) | 0.89% | 0% | 58.95% | 10/20/2025 |
 Qualcomm (QCOM) | 0.88% | 2.05% | 46.47% | - |
 Air Products (APD) | 0.87% | 1.26% | 61.3% | - |
 Enterprise Products (EPD) | 0.85% | 2.01% | 42.41% | - |
 Snowflake (SNOW) | 0.84% | 2.9% | 54.97% | - |
 3M (MMM) | 0.8% | 0% | 65.73% | 2/19/2025 |
 ICE (ICE) | 0.79% | 2.23% | 42.59% | - |
 Etsy (ETSY) | 0.72% | 0% | 76.49% | 11/13/2025 |
 Accenture (ACN) | 0.69% | 2.27% | 38.61% | - |
 Renewables Infrastructure Group (TRIG.L) | 0.65% | 0% | 42.13% | 8/28/2025 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.64% | 3.73% | 28.66% | - |
 Intapp (INTA) | 0.64% | 2.49% | 31.19% | - |
 Trimble (TRMB) | 0.61% | 0% | 38.52% | 7/17/2025 |
 Verizon (VZ) | 0.61% | 1.04% | 50.54% | - |
 Samsung (SMSN.L) | 0.6% | 0% | 31.37% | 9/15/2025 |
 NVIDIA (NVDA) | 0.59% | 1.09% | 27.4% | - |
 Volkswagen (VOW3.DE) | 0.56% | 0% | 35.17% | 6/16/2025 |
 Paycom (PAYC) | 0.55% | 1.31% | 49.01% | - |
 Fortinet (FTNT) | 0.52% | 1.75% | 34% | - |
 Rio Tinto (RIO) | 0.52% | 0% | 59.86% | 1/5/2026 |
 Autodesk (ADSK) | 0.52% | 1.94% | 42.59% | - |
 Meta (META) | 0.5% | 2.1% | 26.13% | - |
 American Water (AWK) | 0.49% | 1.06% | 42.04% | - |
 Prologis (PLD) | 0.47% | 1.2% | 42.04% | - |
 Norwegian Cruise Line (NCLH) | 0.44% | 0% | 58.41% | 10/18/2024 |
 Airbnb (ABNB) | 0.41% | 0% | 35.17% | 1/8/2026 |
 Sony (SONY) | 0.39% | 1.04% | 23.42% | - |
 TeamViewer (TMV.DE) | 0.39% | 0% | 53.44% | 8/23/2024 |
 ARK Innovation ETF (ARKK) | 0.38% | 0% | 57.59% | 10/9/2024 |
 PubMatic (PUBM) | 0.38% | 0% | 57.69% | 10/10/2024 |
 Itau Unibanco (ITUB) | 0.38% | 0% | 31.1% | 5/19/2025 |
 Palantir (PLTR) | 0.37% | 0% | 57.23% | 10/4/2024 |
 HP (HPQ) | 0.37% | 0% | 30.11% | 6/6/2024 |
 Danone (BN.PA) | 0.35% | 0% | 26.31% | 3/10/2025 |
 Wynn Resorts (WYNN) | 0.35% | 0.57% | 52.44% | - |
 SAP (SAP) | 0.31% | 0% | 17.18% | 7/13/2023 |
 Cloudflare (NET) | 0.27% | 0% | 22.88% | 1/30/2025 |
 Eurazeo (RF.PA) | 0.27% | 0% | 19.17% | 1/8/2026 |
 Monday.com (MNDY) | 0.27% | 0% | 22.24% | 2/10/2025 |
 Teradyne (TER) | 0.26% | 0% | 22.69% | 5/17/2024 |
 Amazon (AMZN) | 0.24% | 1.11% | 21.79% | - |
 Sodexo (SW.PA) | 0.23% | 0% | 17.18% | 1/8/2026 |
 Carnival (CCL) | 0.23% | 0% | 58.41% | 10/18/2024 |
 Netflix (NFLX) | 0.22% | 0% | 38.07% | 3/4/2024 |
 Dropbox (DBX) | 0.21% | 0% | 15.19% | 6/21/2023 |
 Bilibili (BILI) | 0.2% | 0% | 30.83% | 12/15/2023 |
 Persimmon (PSN.L) | 0.19% | 0% | 20.71% | 10/16/2024 |
 triangulacapital | 0.19% | 0% | 9.31% | 6/17/2024 |
 Digital Realty (DLR) | 0.19% | 0% | 16.73% | 1/28/2025 |
 Ingredion (INGR) | 0.18% | 0% | 21.16% | 8/26/2024 |
 Porsche (PAH3.DE) | 0.18% | 0% | 18.99% | 7/26/2024 |
 Diageo (DGE.L) | 0.17% | 0% | 18.26% | 12/10/2025 |
 Chewy (CHWY) | 0.17% | 0% | 30.74% | 12/14/2023 |
 BNP Paribas (BNP.PA) | 0.17% | 1.83% | 11.57% | - |
 Endava (DAVA) | 0.16% | 0% | 21.25% | 3/20/2025 |
 TransMedics (TMDX) | 0.15% | 0% | 17% | 5/19/2025 |
 Home Depot (HD) | 0.15% | 0% | 10.31% | 12/14/2023 |
 EQT (EQT) | 0.14% | 0.94% | 11.57% | - |
 Coinbase (COIN) | 0.13% | 0% | 48.64% | 7/1/2024 |
 TTEC (TTEC) | 0.13% | 0% | 24.68% | 10/4/2024 |
 Nu (NU) | 0.13% | 1.39% | 10.76% | - |
 Comstock Resources (CRK) | 0.13% | 0% | 13.92% | 5/30/2024 |
 Wizz Air (WIZZ.L) | 0.13% | 0% | 18.63% | 1/3/2025 |
 Roche (ROG.ZU) | 0.12% | 0.48% | 10.76% | - |
 Valaris (VAL.US) | 0.11% | 0% | 14.65% | 3/20/2025 |
 Wise (WISE.L) | 0.11% | 0% | 8.95% | 1/15/2025 |
 Teekay Tankers (TNK) | 0.11% | 0% | 16% | 1/3/2025 |
 Microchip (MCHP) | 0.11% | 0% | 8.5% | 12/11/2023 |
 Vale (VALE) | 0.11% | 0% | 11.3% | 9/23/2024 |
 AmitKup | 0.11% | 0% | 5.52% | 6/18/2024 |
 10xCycleTrader | 0.1% | 0% | 5.42% | 6/17/2024 |
 Barrick (B) | 0.09% | 0% | 7.87% | 9/5/2025 |
 Arista (ANET) | 0.09% | 0% | 8.23% | 12/8/2023 |
 Target (TGT) | 0.08% | 0% | 5.61% | 3/6/2024 |
 Ford (F) | 0.07% | 0% | 19.71% | 7/18/2024 |
 United Airlines (UAL) | 0.07% | 0% | 9.58% | 4/19/2024 |
 Invesco QQQ (QQQ) | 0.07% | 2.31% | 3.25% | - |
 FinVolution (FINV) | 0.07% | 0% | 8.68% | 12/10/2025 |
 ingruc | 0.06% | 0% | 3.16% | 4/28/2023 |
 Iberdrola (IBE.MC) | 0.06% | 0% | 4.79% | 3/25/2025 |
 Whirlpool (WHR) | 0.05% | 0% | 3.53% | 7/10/2023 |
 Broadcom (AVGO) | 0.05% | 0% | 4.07% | 10/7/2024 |
 Raytheon (RTX) | 0.05% | 0% | 4.52% | 2/14/2024 |
 Cardano (ADA) | 0.04% | 0% | 4.79% | 10/20/2025 |
 Nio (NIO) | 0.04% | 0% | 30.47% | 12/11/2023 |
 ONEOK (OKE) | 0.04% | 0.95% | 3.8% | - |
 SiTime (SITM) | 0.03% | 0% | 5.33% | 5/9/2024 |
 Anglo American (AAL.L) | 0.03% | 0% | 4.07% | 4/25/2024 |
 e.l.f. (ELF) | 0.03% | 0% | 3.16% | 2/7/2025 |
 Zumiez (ZUMZ) | 0.03% | 0% | 3.89% | 2/15/2024 |
 Bitcoin (BTC) | 0.02% | 0% | 3.35% | 11/5/2025 |
| 0.02% | 0% | 1.81% | 5/7/2024 | |
 SoFi (SOFI) | 0.02% | 0% | 2.89% | 11/11/2024 |
 ConAgra (CAG) | 0.02% | 0% | 1.72% | 1/22/2024 |
 Spectris (SXS.L) | 0.02% | 0% | 1.99% | 6/10/2025 |
 FTA (YMM) | 0.02% | 0% | 1.63% | 10/4/2024 |
 Tattooed Chef Inc (TTCFQ) | 0.01% | 0% | 17.99% | 7/26/2023 |
 Fiverr (FVRR) | 0.01% | 0% | 22.51% | 9/13/2023 |
 Solana (SOL) | 0.01% | 0% | 1.72% | 8/13/2025 |
 Beyond Meat (BYND) | 0.01% | 0% | 22.51% | 9/13/2023 |
 Boeing (BA) | 0.01% | 0% | 0.9% | 1/11/2023 |
 Spotify (SPOT) | 0.01% | 0% | 2.62% | 1/31/2023 |
 Avalanche (AVAX) | 0.01% | 0% | 1.45% | 9/13/2025 |
 Block Inc. (XYZ) | 0.01% | 0% | 1.72% | 2/2/2023 |
 PepsiCo (PEP) | 0.01% | 1.3% | 0.54% | - |
 Couchbase (BASE) | 0.01% | 0% | 1.54% | 1/31/2023 |
 VICI Properties (VICI) | 0.01% | 1.2% | 0.54% | - |
 Microsoft (MSFT) | 0.01% | 1.17% | 0.54% | - |
 Polkadot (DOT) | 0% | 0% | 1.99% | 10/13/2025 |
 Solventum (SOLV) | 0% | 0% | 2.44% | 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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