Portfolio Diversification
Range
Most Diversified
178 instruments
November 17, 2022
Least Diversified
0 instruments
February 2, 2025
Average
137.3 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
MSFT99.91%
AMZN99.91%
BAC99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 7.62% | 0% | 99.91% | 2/1/2025 |
 AMD (AMD) | 3.13% | 0% | 99.91% | 2/1/2025 |
| Amazon (AMZN) | 2.92% | 0% | 99.91% | 2/1/2025 |
| Alphabet (GOOG) | 2.92% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 2.91% | 0% | 99.91% | 2/1/2025 |
| Apple (AAPL) | 2.55% | 0% | 99.91% | 2/1/2025 |
 Realty Income (O) | 2.34% | 0% | 99.91% | 2/1/2025 |
 Vertex (VRTX) | 2.31% | 0% | 99.91% | 2/1/2025 |
 Meta (META) | 2.18% | 0% | 89.16% | 2/1/2025 |
 PayPal (PYPL) | 2.01% | 0% | 99.91% | 2/1/2025 |
 WP Carey (WPC) | 1.74% | 0% | 99.91% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 1.56% | 0% | 99.91% | 2/1/2025 |
 Enphase (ENPH) | 1.54% | 0% | 93.08% | 11/18/2024 |
 TSMC (TSM) | 1.49% | 0% | 34.43% | 2/1/2025 |
 Mastercard (MA) | 1.38% | 0% | 99.91% | 2/1/2025 |
 Philip Morris (PM) | 1.15% | 0% | 99.91% | 2/1/2025 |
 Alibaba (BABA) | 1.11% | 0% | 99.91% | 2/1/2025 |
 Lowe's (LOW) | 1.11% | 0% | 99.91% | 2/1/2025 |
 Coca-Cola (KO) | 1.05% | 0% | 99.91% | 2/1/2025 |
 PepsiCo (PEP) | 1.03% | 0% | 99.91% | 2/1/2025 |
 Chevron (CVX) | 0.94% | 0% | 99.91% | 2/1/2025 |
 Parker-Hannifin (PH) | 0.93% | 0% | 99.91% | 2/1/2025 |
 CVS Health (CVS) | 0.89% | 0% | 99.91% | 2/1/2025 |
 AbbVie (ABBV) | 0.89% | 0% | 99.91% | 2/1/2025 |
 ExxonMobil (XOM) | 0.88% | 0% | 99.91% | 2/1/2025 |
 Grainger (GWW) | 0.87% | 0% | 99.91% | 2/1/2025 |
 Vistra (VST) | 0.87% | 0% | 99.91% | 2/1/2025 |
 Reata Pharmaceuticals Inc (RETA) | 0.83% | 0% | 54.46% | 9/19/2023 |
 Shell (SHEL) | 0.79% | 0% | 99.91% | 2/1/2025 |
 Home Depot (HD) | 0.78% | 0% | 99.91% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 0.74% | 0% | 85.61% | 8/29/2024 |
 Salesforce (CRM) | 0.73% | 0% | 99.91% | 2/1/2025 |
 Emerson (EMR) | 0.71% | 0% | 99.91% | 2/1/2025 |
 Procter & Gamble (PG) | 0.71% | 0% | 99.91% | 2/1/2025 |
 Visa (V) | 0.7% | 0% | 99.91% | 2/1/2025 |
 Alcoa (AA) | 0.68% | 0% | 86.07% | 9/3/2024 |
 Ford (F) | 0.67% | 0% | 99.91% | 2/1/2025 |
 Broadcom (AVGO) | 0.67% | 0% | 99.91% | 2/1/2025 |
 Kimberly-Clark (KMB) | 0.65% | 0% | 99.91% | 2/1/2025 |
 Walmart (WMT) | 0.61% | 0% | 99.91% | 2/1/2025 |
 Cintas (CTAS) | 0.61% | 0% | 99.91% | 2/1/2025 |
 McDonald's (MCD) | 0.6% | 0% | 99.91% | 2/1/2025 |
 Tesla (TSLA) | 0.59% | 0% | 65.48% | 1/19/2024 |
 S&P Global (SPGI) | 0.57% | 0% | 99.91% | 2/1/2025 |
 ADM (ADM) | 0.56% | 0% | 99.91% | 2/1/2025 |
 ACADIA (ACAD) | 0.55% | 0% | 54.46% | 9/19/2023 |
 STAG (STAG) | 0.55% | 0% | 65.48% | 1/19/2024 |
 Six Flags Entertainment Corporation (SIX) | 0.54% | 0% | 81.06% | 7/10/2024 |
 APA (APA) | 0.54% | 0% | 53.83% | 9/12/2023 |
 Cincinnati Financial (CINF) | 0.54% | 0% | 99.91% | 2/1/2025 |
 Colgate (CL) | 0.53% | 0% | 99.91% | 2/1/2025 |
 ConEd (ED) | 0.53% | 0% | 99.91% | 2/1/2025 |
 Dover (DOV) | 0.53% | 0% | 99.91% | 2/1/2025 |
 VICI Properties (VICI) | 0.52% | 0% | 31.24% | 2/1/2025 |
 Mosaic (MOS) | 0.5% | 0% | 85.61% | 8/29/2024 |
 Macy's (M) | 0.5% | 0% | 53.73% | 9/11/2023 |
 Murphy Oil (MUR) | 0.49% | 0% | 54.46% | 9/19/2023 |
 Abbott (ABT) | 0.49% | 0% | 99.91% | 2/1/2025 |
 BNP Paribas (BNP.PA) | 0.48% | 0% | 99.91% | 2/1/2025 |
 PPG (PPG) | 0.48% | 0% | 99.91% | 2/1/2025 |
 ADP (ADP) | 0.47% | 0% | 99.91% | 2/1/2025 |
 Target (TGT) | 0.47% | 0% | 99.91% | 2/1/2025 |
 Genuine Parts (GPC) | 0.45% | 0% | 84.7% | 8/19/2024 |
 JPMorgan (JPM) | 0.44% | 0% | 99.91% | 2/1/2025 |
 IBM (IBM) | 0.43% | 0% | 99.91% | 2/1/2025 |
 Nucor (NUE) | 0.42% | 0% | 65.48% | 1/19/2024 |
 Unity (U) | 0.41% | 0% | 85.61% | 8/29/2024 |
 Federal Realty (FRT) | 0.4% | 0% | 99.91% | 2/1/2025 |
 iRhythm (IRTC) | 0.4% | 0% | 88.25% | 9/27/2024 |
 Air Products (APD) | 0.39% | 0% | 68.67% | 2/23/2024 |
 Sherwin-Williams (SHW) | 0.39% | 0% | 99.91% | 2/1/2025 |
 Sysco (SYY) | 0.38% | 0% | 99.91% | 2/1/2025 |
 BD (BDX) | 0.38% | 0% | 85.61% | 8/29/2024 |
 Nike (NKE) | 0.38% | 0% | 71.04% | 3/21/2024 |
| Bank of America (BAC) | 0.38% | 0% | 99.91% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 0.38% | 0% | 67.4% | 2/9/2024 |
 American Eagle (AEO) | 0.38% | 0% | 85.61% | 8/29/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.38% | 0% | 67.4% | 2/9/2024 |
 Disney (DIS) | 0.37% | 0% | 68.03% | 2/1/2025 |
 Atmos (ATO) | 0.36% | 0% | 84.7% | 8/19/2024 |
 Chemours (CC) | 0.36% | 0% | 85.61% | 8/29/2024 |
 Wells Fargo (WFC) | 0.36% | 0% | 85.61% | 8/29/2024 |
 Canadian Solar (CSIQ) | 0.36% | 0% | 53.83% | 9/12/2023 |
 Icahn Enterprises (IEP) | 0.35% | 0% | 30.97% | 12/28/2022 |
 AT&T (T) | 0.35% | 0% | 68.67% | 2/23/2024 |
 Adecoagro (AGRO) | 0.35% | 0% | 53.73% | 9/11/2023 |
 Leggett & Platt (LEG) | 0.35% | 0% | 85.61% | 8/29/2024 |
 Crowdstrike (CRWD) | 0.34% | 0% | 45.45% | 2/1/2025 |
 Planet Fitness (PLNT) | 0.34% | 0% | 71.04% | 3/21/2024 |
 General Dynamics (GD) | 0.34% | 0% | 86.07% | 9/3/2024 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.34% | 0% | 67.4% | 2/9/2024 |
 Airbus (AIR.PA) | 0.33% | 0% | 86.16% | 9/4/2024 |
 Royal Caribbean (RCL) | 0.33% | 0% | 86.07% | 9/3/2024 |
 Bunge (BG) | 0.33% | 0% | 85.61% | 8/29/2024 |
 SPDR Dow Jones REIT ETF (RWR) | 0.33% | 0% | 67.4% | 2/9/2024 |
 Medtronic (MDT.US) | 0.32% | 0% | 52.82% | 8/30/2023 |
 American Express (AXP) | 0.32% | 0% | 86.07% | 9/3/2024 |
 iShares Core S&P 500 ETF (IVV) | 0.32% | 0% | 67.4% | 2/9/2024 |
 Ecolab (ECL) | 0.31% | 0% | 84.34% | 8/15/2024 |
 CenterPoint Energy (CNP) | 0.3% | 0% | 86.07% | 9/3/2024 |
 Bloomin' Brands (BLMN) | 0.3% | 0% | 85.61% | 8/29/2024 |
 Encompass Health (EHC) | 0.29% | 0% | 86.07% | 9/3/2024 |
 Pentair (PNR) | 0.28% | 0% | 86.07% | 9/3/2024 |
 Huntsman (HUN) | 0.28% | 0% | 68.67% | 2/23/2024 |
 Vulcan Materials (VMC) | 0.28% | 0% | 84.7% | 8/19/2024 |
 Walgreens (WBA) | 0.28% | 0% | 68.67% | 2/23/2024 |
 Westlake (WLK) | 0.27% | 0% | 53.73% | 9/11/2023 |
 McCormick (MKC) | 0.27% | 0% | 53.73% | 9/11/2023 |
 Constellation Brands (STZ) | 0.27% | 0% | 67.4% | 2/9/2024 |
 Aflac (AFL) | 0.27% | 0% | 65.48% | 1/19/2024 |
 Eli Lilly (LLY) | 0.27% | 0% | 67.4% | 2/9/2024 |
 Brinks (BCO) | 0.27% | 0% | 86.07% | 9/3/2024 |
 Deere (DE) | 0.26% | 0% | 85.61% | 8/29/2024 |
 Veolia (VIE.PA) | 0.26% | 0% | 86.16% | 9/4/2024 |
 Morgan Stanley (MS) | 0.26% | 0% | 86.07% | 9/3/2024 |
 CryptoPortfolio | 0.26% | 0% | 52.73% | 8/29/2023 |
 Rheinmetall (RHM.DE) | 0.26% | 0% | 54.46% | 9/19/2023 |
 Applied Materials (AMAT) | 0.26% | 0% | 86.07% | 9/3/2024 |
 Palantir (PLTR) | 0.26% | 0% | 85.61% | 8/29/2024 |
 Starbucks (SBUX) | 0.26% | 0% | 84.34% | 8/15/2024 |
 Churchill Downs (CHDN) | 0.25% | 0% | 67.4% | 2/9/2024 |
 3M (MMM) | 0.24% | 0% | 53.83% | 9/12/2023 |
 Hormel (HRL) | 0.24% | 0% | 71.04% | 3/21/2024 |
 Xiaomi (1810.HK) | 0.24% | 0% | 66.58% | 1/31/2024 |
 Shell (SHEL.L) | 0.24% | 0% | 65.48% | 1/19/2024 |
 Boeing (BA) | 0.23% | 0% | 86.07% | 9/3/2024 |
 Vanguard FTSE All-World ex-US (VEU) | 0.22% | 0% | 53.83% | 9/12/2023 |
 Xinyi Solar (0968.HK) | 0.21% | 0% | 52.82% | 8/30/2023 |
 Regions (RF) | 0.21% | 0% | 65.48% | 1/19/2024 |
 Siemens Gamesa Renewable Energy SA (SGRE.MC) | 0.21% | 0% | 34.43% | 2/6/2023 |
 ITW (ITW) | 0.2% | 0% | 53.83% | 9/12/2023 |
 Citi (C) | 0.2% | 0% | 85.61% | 8/29/2024 |
 Alteryx Inc. (AYX) | 0.2% | 0% | 71.04% | 3/21/2024 |
 Fifth Third (FITB) | 0.2% | 0% | 67.4% | 2/9/2024 |
 Summit Materials (SUM) | 0.19% | 0% | 65.39% | 1/18/2024 |
 AES (AES) | 0.18% | 0% | 52.82% | 8/30/2023 |
 GSK (GSK.L) | 0.18% | 0% | 67.4% | 2/9/2024 |
 American Water (AWK) | 0.18% | 0% | 68.67% | 2/23/2024 |
 AGNC (AGNC) | 0.18% | 0% | 52.82% | 8/30/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.17% | 0% | 56.83% | 10/16/2023 |
 Franklin Resources (BEN) | 0.17% | 0% | 54.55% | 9/20/2023 |
 Nio (NIO) | 0.17% | 0% | 65.48% | 1/19/2024 |
 TechnipFMC (FTI) | 0.17% | 0% | 53.73% | 9/11/2023 |
 Baidu (BIDU) | 0.16% | 0% | 65.48% | 1/19/2024 |
 Lockheed Martin (LMT) | 0.16% | 0% | 65.39% | 1/18/2024 |
 HSBC (HSBC) | 0.16% | 0% | 65.39% | 1/18/2024 |
 Kraft Heinz (KHC) | 0.16% | 0% | 65.39% | 1/18/2024 |
 Merck (MRK) | 0.16% | 0% | 65.39% | 1/18/2024 |
 T. Rowe Price (TROW) | 0.15% | 0% | 50.36% | 8/2/2023 |
 Energy Transfer (ET) | 0.15% | 0% | 30.97% | 12/28/2022 |
 Swiss Re (SREN.ZU) | 0.14% | 0% | 53.83% | 9/12/2023 |
 Roblox (RBLX) | 0.14% | 0% | 53.73% | 9/11/2023 |
 Ameris Bank (ABCB) | 0.14% | 0% | 52.82% | 8/30/2023 |
 MicroStrategy (MSTR) | 0.14% | 0% | 15.57% | 2/1/2025 |
 BASF (BAS.DE) | 0.14% | 0% | 53.83% | 9/12/2023 |
 Take-Two (TTWO) | 0.14% | 0% | 45.36% | 2/1/2025 |
 Wix (WIX) | 0.14% | 0% | 65.48% | 1/19/2024 |
 AEP (AEP) | 0.14% | 0% | 52.82% | 8/30/2023 |
 VF Corp (VFC) | 0.13% | 0% | 65.48% | 1/19/2024 |
 Shopify (SHOP) | 0.13% | 0% | 29.42% | 12/9/2022 |
 Xerox (XRX) | 0.12% | 0% | 65.39% | 1/18/2024 |
 Stanley Black & Decker (SWK) | 0.12% | 0% | 29.42% | 12/9/2022 |
 Energizer (ENR) | 0.12% | 0% | 65.48% | 1/19/2024 |
 Universal Corp (UVV) | 0.12% | 0% | 53.83% | 9/12/2023 |
 Etsy (ETSY) | 0.12% | 0% | 22.86% | 2/9/2024 |
 Dropbox (DBX) | 0.11% | 0% | 52.82% | 8/30/2023 |
 Vodafone (VOD) | 0.11% | 0% | 53.83% | 9/12/2023 |
 Enterprise Products (EPD) | 0.11% | 0% | 30.97% | 12/28/2022 |
 Store Capital Corp. (STOR) | 0.11% | 0% | 34.43% | 2/6/2023 |
 Cisco (CSCO) | 0.11% | 0% | 52.82% | 8/30/2023 |
 Dominion Energy (D) | 0.11% | 0% | 65.48% | 1/19/2024 |
 FedEx (FDX) | 0.11% | 0% | 65.39% | 1/18/2024 |
 JD.com (JD.US) | 0.11% | 0% | 52.82% | 8/30/2023 |
 China Everbright Environment (00257.HK) | 0.09% | 0% | 52.82% | 8/30/2023 |
 Coinbase (COIN) | 0.09% | 0% | 53.73% | 9/11/2023 |
 Cardinal Health (CAH) | 0.08% | 0% | 53.73% | 9/11/2023 |
 Greif (GEF) | 0.07% | 0% | 53.73% | 9/11/2023 |
 Elanco (ELAN) | 0.07% | 0% | 29.42% | 12/9/2022 |
 LivePerson (LPSN) | 0.05% | 0% | 29.42% | 12/9/2022 |
 Bilibili (BILI) | 0.05% | 0% | 53.73% | 9/11/2023 |
 ASML (ASML) | 0.05% | 0% | 6.83% | 2/1/2025 |
 Fiverr (FVRR) | 0.04% | 0% | 20.22% | 1/19/2024 |
 Warner Bros Discovery (WBD) | 0.03% | 0% | 43.62% | 8/30/2023 |
 Devon Energy (DVN) | 0.03% | 0% | 14.66% | 1/19/2024 |
 Net Lease Office Properties (NLOP) | 0.02% | 0% | 27.23% | 8/29/2024 |
 TRON (TRX) | 0.01% | 0% | 53.64% | 9/8/2023 |
 ApeCoin (APE) | 0.01% | 0% | 45.9% | 8/29/2023 |
 Flare (FLR) | 0% | 0% | 11.38% | 6/10/2023 |
 Songbird (SGB) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 4.67% | 16.18% |
| Amazon (AMZN) | 6.54% | 6.51% |
| TSMC (TSM) | 5.15% | 5.24% |
| Alphabet (GOOG) | 4.67% | 4.91% |
| PayPal (PYPL) | 5.6% | 4.88% |
| Meta (META) | 3.17% | 4.62% |
| Apple (AAPL) | 3.92% | 4.02% |
| Microsoft (MSFT) | 4.28% | 3.65% |
| AMD (AMD) | 3.73% | 3% |
| Berkshire Hathaway (BRK.B) | 3.25% | 2.66% |
| Realty Income (O) | 4.67% | 2.59% |
| WP Carey (WPC) | 4.67% | 2.46% |
| Disney (DIS) | 2.8% | 2.18% |
| Chevron (CVX) | 2.92% | 2% |
| Crowdstrike (CRWD) | 2.43% | 1.99% |
| Vistra (VST) | 0.37% | 1.9% |
| Vertex (VRTX) | 2.24% | 1.6% |
| Alibaba (BABA) | 2.71% | 1.6% |
| VICI Properties (VICI) | 2.54% | 1.56% |
| Philip Morris (PM) | 1.87% | 1.51% |
| Mastercard (MA) | 1.37% | 1.32% |
| Salesforce (CRM) | 1.26% | 1.22% |
| Broadcom (AVGO) | 0.37% | 1.2% |
| CVS Health (CVS) | 2.7% | 1.12% |
| Parker-Hannifin (PH) | 0.65% | 1.06% |
| MicroStrategy (MSTR) | 0.74% | 0.99% |
| Grainger (GWW) | 0.56% | 0.9% |
| Lowe's (LOW) | 0.93% | 0.88% |
| Coca-Cola (KO) | 1.03% | 0.76% |
| AbbVie (ABBV) | 0.65% | 0.71% |
| Walmart (WMT) | 0.56% | 0.71% |
| Shell (SHEL) | 0.84% | 0.7% |
| ASML (ASML) | 1.02% | 0.67% |
| Home Depot (HD) | 0.86% | 0.67% |
| Emerson (EMR) | 0.65% | 0.65% |
| Visa (V) | 0.67% | 0.65% |
| PepsiCo (PEP) | 0.93% | 0.64% |
| ExxonMobil (XOM) | 0.48% | 0.64% |
| JPMorgan (JPM) | 0.56% | 0.62% |
| Cintas (CTAS) | 0.37% | 0.6% |
| Procter & Gamble (PG) | 0.65% | 0.55% |
| S&P Global (SPGI) | 0.56% | 0.5% |
| BNP Paribas (BNP.PA) | 0.75% | 0.49% |
| Bank of America (BAC) | 0.51% | 0.48% |
| Cincinnati Financial (CINF) | 0.47% | 0.47% |
| Dover (DOV) | 0.47% | 0.46% |
| Kimberly-Clark (KMB) | 0.75% | 0.46% |
| McDonald's (MCD) | 0.51% | 0.45% |
| IBM (IBM) | 0.39% | 0.43% |
| Colgate (CL) | 0.56% | 0.42% |
| ADP (ADP) | 0.37% | 0.4% |
| ConEd (ED) | 0.47% | 0.36% |
| Ford (F) | 0.56% | 0.36% |
| Abbott (ABT) | 0.56% | 0.35% |
| Sherwin-Williams (SHW) | 0.37% | 0.34% |
| Take-Two (TTWO) | 0.37% | 0.31% |
| Federal Realty (FRT) | 0.37% | 0.3% |
| PPG (PPG) | 0.56% | 0.3% |
| Target (TGT) | 0.56% | 0.28% |
| ADM (ADM) | 0.37% | 0.26% |
| Sysco (SYY) | 0.37% | 0.26% |
| Flare (FLR) | 0% | 0% |