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Portfolio Diversification
Range
Most Diversified
112 instruments
September 29, 2022
Least Diversified
0 instruments
February 2, 2025
Average
59.8 instruments
Most Consistent Holdings
Top 5
TLT85.56%
PFE73.95%
INDA65.89%
VOW3.DE62.8%
IAG.L62.8%
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 |
|---|---|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 7.81% | 4.06% | 85.56% | - |
 iShares Core 10+ Year USD Bond ETF (ILTB) | 5.93% | 0% | 43.39% | 4/4/2025 |
| Pfizer (PFE) | 3.33% | 6.94% | 73.95% | - |
 Invesco QQQ (QQQ) | 2.11% | 6.56% | 54.74% | - |
 Global X SuperDividend ETF (SDIV) | 1.73% | 0% | 62.73% | 10/1/2024 |
 iShares MSCI Germany ETF (EWG) | 1.67% | 0% | 62.73% | 10/1/2024 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 1.57% | 0% | 49.84% | 4/1/2024 |
 Vanguard S&P 500 ETF (VOO) | 1.53% | 9.76% | 25.15% | - |
 LKQ (LKQ) | 1.52% | 3.02% | 38.88% | - |
| iShares MSCI India ETF (INDA) | 1.46% | 0% | 65.89% | 4/10/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 1.39% | 0% | 61.57% | 10/1/2024 |
 Alibaba (9988.HK) | 1.36% | 0% | 62.48% | 9/27/2024 |
 Meta (META) | 1.31% | 0% | 62.73% | 10/1/2024 |
 BASF (BAS.DE) | 1.27% | 0% | 50.35% | 3/22/2024 |
 Brazil Index MSCI Ishares (EWZ) | 1.24% | 0% | 55.71% | 10/1/2024 |
 Intel (INTC) | 1.17% | 0% | 56.16% | 11/20/2024 |
 Salesforce (CRM) | 1.12% | 0% | 61.19% | 10/1/2024 |
 Citi (C) | 1.1% | 0% | 57.19% | 10/1/2024 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 1.05% | 0% | 56.74% | 10/1/2024 |
 KraneShares CSI China Internet (KWEB) | 1.03% | 0% | 62.73% | 10/1/2024 |
| Volkswagen (VOW3.DE) | 1.03% | 0% | 62.8% | 10/2/2024 |
 Xiaomi (1810.HK) | 1% | 0% | 53.38% | 5/8/2024 |
 Vanguard FTSE Europe ETF (VGK) | 0.97% | 0% | 49.32% | 3/6/2024 |
 iShares 10-20 Year Treasury Bond ETF (TLH) | 0.96% | 0% | 25.27% | 11/21/2024 |
 iShares Preferred & Income Sec (PFF) | 0.93% | 0% | 47.32% | 10/1/2024 |
 Nike (NKE) | 0.87% | 4.11% | 35.59% | - |
 UnitedHealth (UNH) | 0.85% | 5% | 19.02% | - |
 Bank of America (BAC) | 0.84% | 0% | 62.54% | 6/5/2025 |
 Centene (CNC) | 0.81% | 0% | 17.6% | 10/19/2025 |
 Sibanye Stillwater (SBSW) | 0.8% | 0% | 59.38% | 10/1/2024 |
 BlackRock (BLK) | 0.79% | 0% | 14.38% | 10/19/2025 |
 Marvell (MRVL) | 0.76% | 0% | 12.38% | 10/19/2025 |
 Novo-Nordisk (NVO) | 0.74% | 3.61% | 17.6% | - |
 Verizon (VZ) | 0.74% | 0% | 57% | 10/1/2024 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.74% | 0% | 32.04% | 11/20/2024 |
 Albemarle (ALB) | 0.72% | 0% | 12.77% | 10/19/2025 |
 3M (MMM) | 0.7% | 0% | 28.95% | 10/2/2024 |
 Alphabet (GOOG) | 0.7% | 0% | 35.01% | 10/19/2025 |
 AT&T (T) | 0.68% | 0% | 57% | 10/1/2024 |
 Nio (NIO) | 0.61% | 0% | 62.73% | 10/1/2024 |
 Meituan (03690.HK) | 0.57% | 0% | 44.23% | 9/27/2024 |
 Amazon (AMZN) | 0.57% | 5.34% | 31.01% | - |
 US Bancorp (USB) | 0.53% | 0% | 50.23% | 10/1/2024 |
 Shopify (SHOP) | 0.51% | 4.79% | 33.46% | - |
 Occidental (OXY) | 0.5% | 0% | 20.57% | 2/19/2026 |
 StoneCo (STNE) | 0.49% | 0% | 12.06% | 4/10/2025 |
 ASOS (ASC.L) | 0.48% | 0% | 62.8% | 10/2/2024 |
 Walgreens (WBA) | 0.47% | 0% | 57% | 10/1/2024 |
 JD (9618.HK) | 0.45% | 0% | 46.03% | 9/27/2024 |
 DraftKings (DKNG) | 0.44% | 4.46% | 34.88% | - |
 Tencent (0700.HK) | 0.43% | 0% | 27.6% | 3/29/2023 |
 Microsoft (MSFT) | 0.42% | 8.55% | 8.25% | - |
 Block Inc. (XYZ) | 0.42% | 0% | 14.38% | 10/19/2025 |
 SalMar (SALM.OL) | 0.41% | 0% | 46.1% | 10/2/2024 |
 Barratt (BTRW.L) | 0.41% | 0% | 56.61% | 10/2/2024 |
 Sea (SE) | 0.41% | 3.48% | 31.79% | - |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.39% | 0% | 14.31% | 10/19/2025 |
 Philips (PHIA.NV) | 0.39% | 0% | 55.45% | 10/2/2024 |
 LEG Immobilien (LEG.DE) | 0.38% | 0% | 48.94% | 6/5/2024 |
| IAG (IAG.L) | 0.37% | 0% | 62.8% | 10/2/2024 |
 AMD (AMD) | 0.37% | 0% | 26.43% | 4/4/2023 |
 Just Eat (TKWY.NV) | 0.37% | 0% | 62.8% | 10/2/2024 |
 NVIDIA (NVDA) | 0.37% | 0% | 24.63% | 2/23/2023 |
 SAP (SAP.DE) | 0.35% | 3.77% | 19.34% | - |
 Logitech (LOGN.ZU) | 0.34% | 0% | 57% | 10/2/2024 |
 Western Digital (WDC) | 0.33% | 0% | 10.32% | 6/5/2025 |
 ThyssenKrupp (TKA.DE) | 0.33% | 0% | 48.16% | 10/2/2024 |
 Alibaba (BABA) | 0.31% | 0% | 34.17% | 10/1/2024 |
 Western Alliance (WAL) | 0.31% | 0% | 34.69% | 10/1/2024 |
 VF Corp (VFC) | 0.3% | 0% | 41.39% | 10/1/2024 |
 Starwood Property Trust (STWD) | 0.3% | 0% | 62.73% | 10/1/2024 |
 Sasol (SSL) | 0.3% | 0% | 37.01% | 10/1/2024 |
 Grand City Properties (GYC.DE) | 0.3% | 0% | 42.55% | 10/2/2024 |
 Holcim (HOLN.ZU) | 0.29% | 0% | 16.96% | 11/23/2022 |
 Medtronic (MDT.US) | 0.29% | 0% | 62.73% | 10/1/2024 |
 Micron (MU) | 0.28% | 0% | 14.7% | 6/5/2025 |
 ICBC (1398.HK) | 0.28% | 0% | 18.89% | 3/16/2023 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.28% | 0% | 41.84% | 5/1/2024 |
 Riskified (RSKD) | 0.27% | 0% | 12.96% | 7/21/2022 |
 NIO (9866.HK) | 0.26% | 0% | 27.72% | 8/1/2023 |
 Vertiv (VRT) | 0.25% | 0% | 3.61% | 6/5/2025 |
 iShares China Large-Cap ETF (FXI) | 0.25% | 0% | 17.47% | 10/1/2024 |
 Castellum (CAST.ST) | 0.25% | 0% | 61.64% | 10/2/2024 |
 Twilio (TWLO) | 0.25% | 0% | 62.73% | 10/1/2024 |
 iShares MSCI Hong Kong ETF (EWH) | 0.24% | 0% | 55.38% | 10/1/2024 |
 GM (GM) | 0.24% | 0% | 47.52% | 5/6/2024 |
 Credit Suisse Group AG (CSGN.ZU) | 0.24% | 0% | 32.11% | 6/8/2023 |
 Netflix (NFLX) | 0.23% | 5.04% | 4.32% | - |
 Bristol-Myers Squibb (BMY) | 0.23% | 0% | 9.16% | 11/11/2024 |
 International Paper (IP.US) | 0.23% | 0% | 52.8% | 5/23/2024 |
 Arbor Realty (ABR) | 0.23% | 0% | 41.2% | 10/1/2024 |
 China Everbright Environment (00257.HK) | 0.23% | 0% | 55% | 9/27/2024 |
 Bitcoin (BTC) | 0.23% | 4.72% | 5.16% | - |
 NYMT (ADAM) | 0.22% | 0% | 52.22% | 10/1/2024 |
 Encompass Health (EHC) | 0.22% | 0% | 8.06% | 5/6/2022 |
 Stanley Black & Decker (SWK) | 0.22% | 0% | 53.51% | 10/1/2024 |
 Warner Bros Discovery (WBD) | 0.22% | 0% | 56.22% | 10/1/2024 |
 Uber (UBER) | 0.22% | 0% | 43.33% | 12/27/2023 |
 Crowdstrike (CRWD) | 0.21% | 5.31% | 4.32% | - |
 Avolta (AVOL.ZU) | 0.21% | 0% | 46.42% | 10/2/2024 |
 State Street SPDR EURO STOXX 50 (FEZ) | 0.21% | 0% | 15.93% | 11/21/2022 |
 NRG Energy (NRG) | 0.21% | 0% | 8.06% | 5/6/2022 |
 HP (HPQ) | 0.21% | 0% | 46.29% | 10/1/2024 |
 Snowflake (SNOW) | 0.2% | 3.38% | 5.03% | - |
 Deutsche Wohnen (DWNI.DE) | 0.2% | 0% | 46.42% | 10/2/2024 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.19% | 0% | 21.08% | 3/29/2023 |
 ServiceNow (NOW) | 0.19% | 3.51% | 4.58% | - |
 KeyCorp (KEY) | 0.18% | 0% | 34.69% | 10/1/2024 |
 MercadoLibre (MELI) | 0.18% | 4.4% | 4.19% | - |
 Truist (TFC) | 0.18% | 0% | 34.69% | 10/1/2024 |
 Lyft (LYFT) | 0.17% | 0% | 32.82% | 10/1/2024 |
 South32 (S32.ASX) | 0.17% | 0% | 46.16% | 10/2/2024 |
 Banco Santander Brasil (BSBR) | 0.17% | 0% | 41.65% | 10/1/2024 |
 Essent (ESNT) | 0.17% | 0% | 55.38% | 10/1/2024 |
 BMO Commercial Property Trust (BCPT.L) | 0.16% | 0% | 46.23% | 10/2/2024 |
 Evoke (EVOK.L) | 0.16% | 0% | 49.19% | 10/2/2024 |
 Electricite de France SA (EDF.PA_old) | 0.15% | 0% | 11.99% | 7/6/2022 |
 First American (FAF) | 0.14% | 0% | 56.74% | 10/1/2024 |
 Temenos (TEMN.ZU) | 0.14% | 0% | 45.13% | 10/2/2024 |
 Unilever (UL.US) | 0.14% | 0% | 19.54% | 12/7/2022 |
 Invesco Mortgage Capital (IVR) | 0.14% | 0% | 36.43% | 10/1/2024 |
 Plug Power (PLUG) | 0.13% | 0% | 33.91% | 10/1/2024 |
 Nasdaq (NDAQ) | 0.13% | 0% | 7.03% | 8/22/2022 |
 Garmin (GRMN) | 0.13% | 0% | 22.57% | 5/15/2023 |
 XP (XP) | 0.13% | 0% | 25.92% | 6/28/2023 |
 Vestas (VWS.CO) | 0.12% | 0% | 21.08% | 12/13/2022 |
 Vale (VALE) | 0.12% | 0% | 18.83% | 11/21/2023 |
 Adobe (ADBE) | 0.11% | 0% | 4.9% | 10/19/2025 |
 Starbucks (SBUX) | 0.11% | 0% | 10.57% | 10/4/2022 |
 New Fortress Energy (NFE) | 0.11% | 0% | 33.91% | 10/1/2024 |
 Scatec (SCATC.OL) | 0.11% | 0% | 55% | 10/2/2024 |
 Lovesac (LOVE) | 0.11% | 0% | 53.9% | 10/1/2024 |
 Ericsson (ERIC) | 0.11% | 0% | 53.9% | 10/1/2024 |
 American Eagle (AEO) | 0.11% | 0% | 13.86% | 11/21/2022 |
 Ford (F) | 0.11% | 0% | 12.38% | 3/31/2023 |
 Cemig (CIG) | 0.11% | 0% | 20.95% | 4/12/2023 |
 iShares Global REIT ETF (REET) | 0.1% | 0% | 36.75% | 5/24/2024 |
 Airbus (AIR.PA) | 0.1% | 0% | 10.83% | 11/23/2022 |
 Petrobras (PBR) | 0.1% | 0% | 19.34% | 10/20/2023 |
 ICL Group (ICL) | 0.1% | 0% | 35.72% | 10/1/2024 |
 Jungheinrich (JUN3.DE) | 0.1% | 0% | 13.8% | 11/15/2022 |
 Ballard Power (BLDP) | 0.09% | 0% | 33.01% | 10/1/2024 |
 BNY Mellon (BK) | 0.09% | 0% | 13.09% | 11/28/2022 |
 Haitong (06837.HK) | 0.09% | 0% | 19.21% | 4/3/2023 |
 Canadian Solar (CSIQ) | 0.09% | 0% | 8.06% | 5/19/2022 |
 Lloyd's (LLOY.L) | 0.09% | 0% | 12.06% | 11/23/2022 |
 Codexis (CDXS) | 0.09% | 0% | 26.31% | 10/1/2024 |
 Hochschild Mining (HOC.L) | 0.08% | 0% | 13.93% | 3/31/2023 |
 Yuzhou Properties (1628.HK) | 0.08% | 0% | 62.48% | 9/27/2024 |
 China SCE (1966.HK) | 0.07% | 0% | 61.7% | 9/27/2024 |
 First Solar (FSLR) | 0.07% | 0% | 2.51% | 5/13/2025 |
 Target (TGT) | 0.07% | 0% | 9.48% | 10/25/2022 |
 Country Garden (2007.HK) | 0.07% | 0% | 39.52% | 3/11/2025 |
 ABC (1288.HK) | 0.06% | 0% | 11.15% | 3/16/2023 |
 Mobico (MCG.L) | 0.06% | 0% | 47.9% | 10/2/2024 |
 NextEra Energy Partners (XIFR) | 0.06% | 0% | 29.34% | 10/1/2024 |
 uniQure (QURE) | 0.05% | 0% | 10.51% | 6/23/2022 |
 Decentraland (MANA) | 0.05% | 0% | 62.73% | 10/1/2024 |
 Under Armour (UAA) | 0.05% | 0% | 11.99% | 11/23/2022 |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.05% | 0% | 20.57% | 8/2/2024 |
 NatWest (NWG.L) | 0.05% | 0% | 12.7% | 11/23/2022 |
 Swedbank (SWED-A.ST) | 0.05% | 0% | 11.86% | 10/14/2022 |
 Mizuho Financial Group (MFG) | 0.04% | 0% | 13.09% | 11/28/2022 |
 Autoliv (ALV) | 0.04% | 0% | 11.15% | 10/25/2022 |
 Goldman Sachs (GS) | 0.04% | 0% | 11.61% | 11/15/2022 |
 SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 0.04% | 0% | 6.45% | 8/8/2022 |
 Solventum (SOLV) | 0.04% | 0% | 11.67% | 10/1/2024 |
 BBVA (BBVA.US) | 0.04% | 0% | 10.96% | 10/25/2022 |
 Apple (AAPL) | 0.04% | 0% | 8.64% | 3/8/2023 |
 Barrick (B) | 0.04% | 0% | 9.74% | 1/23/2023 |
 Cisco (CSCO) | 0.04% | 0% | 9.41% | 10/25/2022 |
 Lockheed Martin (LMT) | 0.03% | 0% | 5.8% | 4/1/2022 |
 Sumitomo Mitsui (SMFG) | 0.03% | 0% | 8.58% | 9/9/2022 |
 Plains All American (PAA) | 0.03% | 0% | 7.16% | 10/14/2022 |
 Gap (GAP) | 0.03% | 0% | 9.16% | 10/25/2022 |
 FDJ (FDJU.PA) | 0.03% | 0% | 2.71% | 11/21/2024 |
 Petrobras (PBR.A) | 0.03% | 0% | 6.64% | 3/30/2023 |
 HeidelbergCement (HEI.DE) | 0.03% | 0% | 3.22% | 11/15/2022 |
 JPMorgan (JPM) | 0.03% | 0% | 7.67% | 11/15/2022 |
 ING (INGA.NV) | 0.03% | 0% | 3.48% | 5/24/2022 |
 Gerdau (GGB) | 0.03% | 0% | 7.22% | 10/25/2022 |
 Petrofac (PFC.L) | 0.03% | 0% | 7.41% | 3/30/2023 |
 Energy Transfer (ET) | 0.03% | 0% | 7.16% | 10/14/2022 |
 Corsair (CRSR) | 0.03% | 0% | 7.03% | 8/11/2022 |
 Altria (MO) | 0.02% | 0% | 6.51% | 10/13/2022 |
 Tesla (TSLA) | 0.02% | 0% | 3.68% | 11/20/2024 |
 Barclays (BARC.L) | 0.02% | 0% | 3.42% | 5/24/2022 |
 GSK (GSK.L) | 0.02% | 0% | 6.51% | 12/7/2022 |
 ZIM (ZIM) | 0.02% | 0% | 4.38% | 2/27/2023 |
 Siemens Gamesa Renewable Energy SA (SGRE.MC) | 0.02% | 0% | 3.29% | 5/18/2022 |
 BOGG (BGEO.L) | 0.01% | 0% | 3.42% | 5/24/2022 |
 Kontron (KTN.DE) | 0.01% | 0% | 1.93% | 4/4/2022 |
 Thor (THO) | 0.01% | 0% | 2.71% | 5/4/2022 |
 Bloom Energy (BE) | 0.01% | 0% | 1.35% | 5/27/2022 |
 Bradesco (BBD) | 0.01% | 0% | 1.16% | 5/20/2022 |
 Athenex Inc (ATNXQ) | 0% | 0% | 0.84% | 5/3/2022 |
 PulteGroup (PHM) | 0% | 0% | 0.58% | 5/20/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Pfizer (PFE) | 7.65% | 6.75% |
| Invesco QQQ (QQQ) | 4.33% | 6.15% |
| Vanguard S&P 500 ETF (VOO) | 4.33% | 5.68% |
| UnitedHealth (UNH) | 4.33% | 4.61% |
| Novo-Nordisk (NVO) | 4.33% | 4.3% |
| LKQ (LKQ) | 4.33% | 3.29% |
| Occidental (OXY) | 2.16% | 2.17% |
| Nike (NKE) | 2.16% | 1.69% |
Cash & Instruments Over Time
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