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Portfolio Diversification
Range
Most Diversified
178 instruments
November 17, 2022
Least Diversified
0 instruments
February 2, 2025
Average
113.8 instruments
Most Consistent Holdings
Top 5
MSFT99.73%
V99.73%
BRK.B99.73%
NVDA99.73%
BABA99.73%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 8.68% | 6.72% | 99.73% | - |
 Amazon (AMZN) | 3.82% | 6.84% | 99.67% | - |
 Alphabet (GOOG) | 3.76% | 8.62% | 99.67% | - |
| Microsoft (MSFT) | 3.24% | 4.33% | 99.73% | - |
 Meta (META) | 2.96% | 5.5% | 91.84% | - |
 AMD (AMD) | 2.74% | 0% | 88.44% | 9/16/2025 |
 Apple (AAPL) | 2.44% | 1.32% | 96.59% | - |
 Vertex (VRTX) | 2.2% | 2.26% | 99.73% | - |
| Berkshire Hathaway (BRK.B) | 2.16% | 5.13% | 99.73% | - |
 Realty Income (O) | 2.1% | 0% | 86.97% | 8/25/2025 |
 TSMC (TSM) | 2.06% | 1.91% | 50% | - |
 PayPal (PYPL) | 2.05% | 0% | 89.1% | 9/26/2025 |
 WP Carey (WPC) | 1.65% | 0% | 86.97% | 8/25/2025 |
| Alibaba (BABA) | 1.58% | 3.18% | 99.73% | - |
 Mastercard (MA) | 1.38% | 1.42% | 99.67% | - |
 Vistra (VST) | 1.23% | 2.23% | 99.73% | - |
 Enphase (ENPH) | 1.13% | 0% | 68.32% | 11/18/2024 |
 Philip Morris (PM) | 1.12% | 0% | 86.97% | 8/25/2025 |
 Parker-Hannifin (PH) | 1.01% | 1.67% | 99.73% | - |
 Chevron (CVX) | 0.99% | 0% | 88.5% | 9/17/2025 |
 Lowe's (LOW) | 0.93% | 0% | 88.5% | 9/17/2025 |
 CVS Health (CVS) | 0.93% | 0% | 88.5% | 9/17/2025 |
 Coca-Cola (KO) | 0.89% | 0% | 88.44% | 9/16/2025 |
 PepsiCo (PEP) | 0.84% | 0% | 87.17% | 8/28/2025 |
 Disney (DIS) | 0.76% | 1.67% | 76.34% | - |
 AbbVie (ABBV) | 0.76% | 0% | 88.5% | 9/17/2025 |
 ASML (ASML) | 0.76% | 5.35% | 31.42% | - |
 Grainger (GWW) | 0.75% | 0% | 86.76% | 8/22/2025 |
 ExxonMobil (XOM) | 0.73% | 0% | 87.17% | 8/28/2025 |
 Crowdstrike (CRWD) | 0.71% | 0.82% | 59.69% | - |
| Visa (V) | 0.7% | 0.71% | 99.73% | - |
 Broadcom (AVGO) | 0.69% | 0.49% | 96.32% | - |
 VICI Properties (VICI) | 0.69% | 0% | 39.64% | 10/10/2025 |
 Shell (SHEL) | 0.68% | 0% | 87.17% | 8/28/2025 |
 Salesforce (CRM) | 0.66% | 0% | 86.97% | 8/25/2025 |
 Home Depot (HD) | 0.66% | 0% | 87.17% | 8/28/2025 |
 Emerson (EMR) | 0.61% | 0% | 88.5% | 9/17/2025 |
 Reata Pharmaceuticals Inc (RETA) | 0.61% | 0% | 39.97% | 9/19/2023 |
 Contemporary Amperex Technology Co Limited (3750.HK) | 0.6% | 5% | 12.63% | - |
 Procter & Gamble (PG) | 0.59% | 0% | 87.17% | 8/28/2025 |
 Rheinmetall (RHM.DE) | 0.59% | 3.09% | 52.74% | - |
 Walmart (WMT) | 0.55% | 0% | 87.17% | 8/28/2025 |
 Johnson & Johnson (JNJ) | 0.55% | 0% | 62.83% | 8/29/2024 |
 Cintas (CTAS) | 0.54% | 0% | 87.17% | 8/28/2025 |
 Kimberly-Clark (KMB) | 0.54% | 0% | 86.97% | 8/25/2025 |
 JPMorgan (JPM) | 0.51% | 0.81% | 99.67% | - |
 McDonald's (MCD) | 0.51% | 0% | 88.44% | 9/16/2025 |
 Alcoa (AA) | 0.5% | 0% | 63.17% | 9/3/2024 |
 S&P Global (SPGI) | 0.49% | 0% | 88.5% | 9/17/2025 |
 Ford (F) | 0.49% | 0% | 73.6% | 2/6/2025 |
 Cincinnati Financial (CINF) | 0.46% | 0% | 87.17% | 8/28/2025 |
 Dover (DOV) | 0.45% | 0% | 87.17% | 8/28/2025 |
 Colgate (CL) | 0.45% | 0% | 87.17% | 8/28/2025 |
 ConEd (ED) | 0.44% | 0% | 87.17% | 8/28/2025 |
 BNP Paribas (BNP.PA) | 0.44% | 0% | 88.5% | 9/17/2025 |
 Tesla (TSLA) | 0.43% | 0% | 48.06% | 1/19/2024 |
 ADM (ADM) | 0.41% | 0% | 73.6% | 2/6/2025 |
 Abbott (ABT) | 0.41% | 0% | 87.17% | 8/28/2025 |
 Snowflake (SNOW) | 0.41% | 2.79% | 12.7% | - |
 ACADIA (ACAD) | 0.4% | 0% | 39.97% | 9/19/2023 |
 STAG (STAG) | 0.4% | 0% | 48.06% | 1/19/2024 |
 Six Flags Entertainment Corporation (SIX) | 0.4% | 0% | 59.49% | 7/10/2024 |
 APA (APA) | 0.4% | 0% | 39.51% | 9/12/2023 |
 ADP (ADP) | 0.4% | 0% | 87.17% | 8/28/2025 |
 IBM (IBM) | 0.38% | 0% | 87.17% | 8/28/2025 |
 Lockheed Martin (LMT) | 0.38% | 2.81% | 60.49% | - |
 Mosaic (MOS) | 0.37% | 0% | 62.83% | 8/29/2024 |
 Macy's (M) | 0.37% | 0% | 39.44% | 9/11/2023 |
 Murphy Oil (MUR) | 0.36% | 0% | 39.97% | 9/19/2023 |
 MicroStrategy (MSTR) | 0.36% | 0.49% | 37.77% | - |
 Raytheon (RTX) | 0.35% | 3.81% | 12.5% | - |
 PPG (PPG) | 0.35% | 0% | 73.66% | 2/7/2025 |
 Target (TGT) | 0.34% | 0% | 73.66% | 2/7/2025 |
 Bank of America (BAC) | 0.34% | 0% | 87.17% | 8/28/2025 |
 Genuine Parts (GPC) | 0.33% | 0% | 62.17% | 8/19/2024 |
 Sherwin-Williams (SHW) | 0.33% | 0% | 87.17% | 8/28/2025 |
 Federal Realty (FRT) | 0.33% | 0% | 87.17% | 8/28/2025 |
 NewAmsterdam Pharma (NAMS) | 0.32% | 2.4% | 12.77% | - |
 EQT (EQT) | 0.32% | 3% | 12.7% | - |
 UnitedHealth (UNH) | 0.31% | 2.29% | 12.97% | - |
 Nucor (NUE) | 0.31% | 0% | 48.06% | 1/19/2024 |
 Unity (U) | 0.3% | 0% | 62.83% | 8/29/2024 |
 iRhythm (IRTC) | 0.29% | 0% | 64.77% | 9/27/2024 |
 Baidu (BIDU) | 0.29% | 1.3% | 60.83% | - |
 Air Products (APD) | 0.29% | 0% | 50.4% | 2/23/2024 |
 JD.com (JD.US) | 0.28% | 1.52% | 51.54% | - |
 Sysco (SYY) | 0.28% | 0% | 73.6% | 2/6/2025 |
 BD (BDX) | 0.28% | 0% | 62.83% | 8/29/2024 |
 Nike (NKE) | 0.28% | 0% | 52.14% | 3/21/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 0.28% | 0% | 49.47% | 2/9/2024 |
 American Eagle (AEO) | 0.28% | 0% | 62.83% | 8/29/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.28% | 0% | 49.47% | 2/9/2024 |
 LVMH (MC.PA) | 0.27% | 1.94% | 12.77% | - |
 Atmos (ATO) | 0.27% | 0% | 62.17% | 8/19/2024 |
 Chemours (CC.US) | 0.27% | 0% | 62.83% | 8/29/2024 |
 Wells Fargo (WFC) | 0.27% | 0% | 62.83% | 8/29/2024 |
 Canadian Solar (CSIQ) | 0.27% | 0% | 39.51% | 9/12/2023 |
 Icahn Enterprises (IEP) | 0.26% | 0% | 22.73% | 12/28/2022 |
 AT&T (T) | 0.26% | 0% | 50.4% | 2/23/2024 |
 Adecoagro (AGRO) | 0.26% | 0% | 39.44% | 9/11/2023 |
 Leggett & Platt (LEG) | 0.25% | 0% | 62.83% | 8/29/2024 |
 Planet Fitness (PLNT) | 0.25% | 0% | 52.14% | 3/21/2024 |
 General Dynamics (GD) | 0.25% | 0% | 63.17% | 9/3/2024 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.25% | 0% | 49.47% | 2/9/2024 |
 Airbus (AIR.PA) | 0.25% | 0% | 63.24% | 9/4/2024 |
 Royal Caribbean (RCL) | 0.24% | 0% | 63.17% | 9/3/2024 |
 Bunge (BG) | 0.24% | 0% | 62.83% | 8/29/2024 |
 SPDR DOW JONES REIT ETF (RWR) | 0.24% | 0% | 49.47% | 2/9/2024 |
 Medtronic (MDT.US) | 0.24% | 0% | 38.77% | 8/30/2023 |
 American Express (AXP) | 0.23% | 0% | 63.17% | 9/3/2024 |
 iShares Core S&P 500 ETF (IVV) | 0.23% | 0% | 49.47% | 2/9/2024 |
 Ecolab (ECL) | 0.23% | 0% | 61.9% | 8/15/2024 |
 CenterPoint Energy (CNP) | 0.22% | 0% | 63.17% | 9/3/2024 |
 Bloomin' Brands (BLMN) | 0.22% | 0% | 62.83% | 8/29/2024 |
 Encompass Health (EHC) | 0.22% | 0% | 63.17% | 9/3/2024 |
 Pentair (PNR) | 0.21% | 0% | 63.17% | 9/3/2024 |
 Huntsman (HUN) | 0.21% | 0% | 50.4% | 2/23/2024 |
 Vulcan Materials (VMC) | 0.2% | 0% | 62.17% | 8/19/2024 |
 Walgreens (WBA) | 0.2% | 0% | 50.4% | 2/23/2024 |
 Westlake (WLK) | 0.2% | 0% | 39.44% | 9/11/2023 |
 McCormick (MKC) | 0.2% | 0% | 39.44% | 9/11/2023 |
 Constellation Brands (STZ) | 0.2% | 0% | 49.47% | 2/9/2024 |
 Aflac (AFL) | 0.2% | 0% | 48.06% | 1/19/2024 |
 Eli Lilly (LLY) | 0.2% | 0% | 49.47% | 2/9/2024 |
 Brinks (BCO) | 0.2% | 0% | 63.17% | 9/3/2024 |
 Micron (MU) | 0.19% | 2.54% | 9.69% | - |
 Deere (DE) | 0.19% | 0% | 62.83% | 8/29/2024 |
 Veolia (VIE.PA) | 0.19% | 0% | 63.24% | 9/4/2024 |
 Morgan Stanley (MS) | 0.19% | 0% | 63.17% | 9/3/2024 |
 CryptoPortfolio | 0.19% | 0% | 38.7% | 8/29/2023 |
 Applied Materials (AMAT) | 0.19% | 0% | 63.17% | 9/3/2024 |
 Palantir (PLTR) | 0.19% | 0% | 62.83% | 8/29/2024 |
 Starbucks (SBUX) | 0.19% | 0% | 61.9% | 8/15/2024 |
 Dell (DELL) | 0.18% | 1.71% | 12.5% | - |
 Churchill Downs (CHDN) | 0.18% | 0% | 49.47% | 2/9/2024 |
 3M (MMM) | 0.18% | 0% | 39.51% | 9/12/2023 |
 Hormel (HRL) | 0.17% | 0% | 52.14% | 3/21/2024 |
 Xiaomi (1810.HK) | 0.17% | 0% | 48.86% | 1/31/2024 |
 Shell (SHEL.L) | 0.17% | 0% | 48.06% | 1/19/2024 |
 Boeing (BA) | 0.17% | 0% | 63.17% | 9/3/2024 |
 Vanguard FTSE All-World ex-US (VEU) | 0.16% | 0% | 39.51% | 9/12/2023 |
 Xinyi Solar (0968.HK) | 0.16% | 0% | 38.77% | 8/30/2023 |
 Regions (RF) | 0.15% | 0% | 48.06% | 1/19/2024 |
 Siemens Gamesa Renewable Energy SA (SGRE.MC) | 0.15% | 0% | 25.27% | 2/6/2023 |
 ITW (ITW) | 0.15% | 0% | 39.51% | 9/12/2023 |
 Netflix (NFLX) | 0.15% | 1.18% | 11.9% | - |
 Take-Two (TTWO) | 0.15% | 0% | 46.93% | 8/25/2025 |
 Citi (C) | 0.15% | 0% | 62.83% | 8/29/2024 |
 Alteryx Inc. (AYX) | 0.15% | 0% | 52.14% | 3/21/2024 |
 Fifth Third (FITB) | 0.15% | 0% | 49.47% | 2/9/2024 |
 Tencent (0700.HK) | 0.14% | 1.04% | 12.7% | - |
 Nu (NU) | 0.14% | 1.15% | 12.43% | - |
 Summit Materials (SUM) | 0.14% | 0% | 47.99% | 1/18/2024 |
 Nio (NIO) | 0.13% | 0% | 49.33% | 10/21/2025 |
 AES (AES) | 0.13% | 0% | 38.77% | 8/30/2023 |
 GSK (GSK.L) | 0.13% | 0% | 49.47% | 2/9/2024 |
 American Water (AWK) | 0.13% | 0% | 50.4% | 2/23/2024 |
 AGNC (AGNC) | 0.13% | 0% | 38.77% | 8/30/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.13% | 0% | 41.71% | 10/16/2023 |
 Franklin Resources (BEN) | 0.13% | 0% | 40.04% | 9/20/2023 |
 TechnipFMC (FTI) | 0.13% | 0% | 39.44% | 9/11/2023 |
 HSBC (HSBC) | 0.12% | 0% | 47.99% | 1/18/2024 |
 Kraft Heinz (KHC) | 0.12% | 0% | 47.99% | 1/18/2024 |
 Merck (MRK) | 0.12% | 0% | 47.99% | 1/18/2024 |
 T. Rowe Price (TROW) | 0.11% | 0% | 36.97% | 8/2/2023 |
 Energy Transfer (ET) | 0.11% | 0% | 22.73% | 12/28/2022 |
 Swiss Re (SREN.ZU) | 0.11% | 0% | 39.51% | 9/12/2023 |
 Roblox (RBLX) | 0.11% | 0% | 39.44% | 9/11/2023 |
 Ameris Bank (ABCB) | 0.1% | 0% | 38.77% | 8/30/2023 |
 BASF (BAS.DE) | 0.1% | 0% | 39.51% | 9/12/2023 |
 Wix (WIX) | 0.1% | 0% | 48.06% | 1/19/2024 |
 AEP (AEP) | 0.1% | 0% | 38.77% | 8/30/2023 |
 VF Corp (VFC) | 0.09% | 0% | 48.06% | 1/19/2024 |
 Shopify (SHOP) | 0.09% | 0% | 21.59% | 12/9/2022 |
 Novo-Nordisk (NVO) | 0.09% | 0.52% | 14.3% | - |
 Xerox (XRX) | 0.09% | 0% | 47.99% | 1/18/2024 |
 Stanley Black & Decker (SWK) | 0.09% | 0% | 21.59% | 12/9/2022 |
 Energizer (ENR) | 0.09% | 0% | 48.06% | 1/19/2024 |
 Universal Corp (UVV) | 0.09% | 0% | 39.51% | 9/12/2023 |
 Etsy (ETSY) | 0.09% | 0% | 16.78% | 2/9/2024 |
 Dropbox (DBX) | 0.08% | 0% | 38.77% | 8/30/2023 |
 Vodafone (VOD) | 0.08% | 0% | 39.51% | 9/12/2023 |
 Enterprise Products (EPD) | 0.08% | 0% | 22.73% | 12/28/2022 |
 Store Capital Corp. (STOR) | 0.08% | 0% | 25.27% | 2/6/2023 |
 Cisco (CSCO) | 0.08% | 0% | 38.77% | 8/30/2023 |
 Dominion Energy (D) | 0.08% | 0% | 48.06% | 1/19/2024 |
 FedEx (FDX) | 0.08% | 0% | 47.99% | 1/18/2024 |
 Uber (UBER) | 0.08% | 0% | 13.57% | 10/2/2025 |
 China Everbright Environment (00257.HK) | 0.07% | 0% | 38.77% | 8/30/2023 |
 Coinbase (COIN) | 0.07% | 0% | 39.44% | 9/11/2023 |
 Cardinal Health (CAH) | 0.06% | 0% | 39.44% | 9/11/2023 |
 BYD (01211.HK) | 0.06% | 0.45% | 12.17% | - |
 Greif (GEF) | 0.05% | 0% | 39.44% | 9/11/2023 |
 Elanco (ELAN) | 0.05% | 0% | 21.59% | 12/9/2022 |
 LivePerson (LPSN) | 0.03% | 0% | 21.59% | 12/9/2022 |
 Bilibili (BILI) | 0.03% | 0% | 39.44% | 9/11/2023 |
 Fiverr (FVRR) | 0.03% | 0% | 14.84% | 1/19/2024 |
 Warner Bros Discovery (WBD) | 0.03% | 0% | 32.02% | 8/30/2023 |
 eToro Group LTD (ETOR) | 0.02% | 0% | 3.81% | 10/21/2025 |
 Devon Energy (DVN) | 0.02% | 0% | 10.76% | 1/19/2024 |
 Rolls-Royce (RR.L) | 0.02% | 0% | 3.28% | 10/14/2025 |
 Net Lease Office Properties (NLOP) | 0.01% | 0% | 19.99% | 8/29/2024 |
 TRON (TRX) | 0.01% | 0% | 39.37% | 9/8/2023 |
 Sirius XM (SIRI) | 0.01% | 0% | 1.34% | 2/27/2025 |
 ApeCoin (APE) | 0.01% | 0% | 33.69% | 8/29/2023 |
 Flare (FLR) | 0% | 0% | 8.36% | 6/10/2023 |
 Bitcoin (BTC) | 0% | 0% | 1.67% | 10/21/2025 |
 Songbird (SGB) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 4.74% | 8.87% |
| Amazon (AMZN) | 6.25% | 7.24% |
| NVIDIA (NVDA) | 1.61% | 6.88% |
| Meta (META) | 3.04% | 5.5% |
| Berkshire Hathaway (BRK.B) | 5.79% | 5.05% |
| Microsoft (MSFT) | 4.99% | 5.01% |
| Contemporary Amperex Technology Co Limited (3750.HK) | 5.91% | 4.91% |
| ASML (ASML) | 4.37% | 4.33% |
| Alibaba (BABA) | 3.27% | 3.48% |
| Snowflake (SNOW) | 4.29% | 3.31% |
| Raytheon (RTX) | 4.15% | 3.26% |
| Rheinmetall (RHM.DE) | 4.5% | 2.94% |
| NewAmsterdam Pharma (NAMS) | 2.86% | 2.75% |
| UnitedHealth (UNH) | 3.43% | 2.58% |
| EQT (EQT) | 3.57% | 2.54% |
| LVMH (MC.PA) | 2.68% | 2.43% |
| Vertex (VRTX) | 2.5% | 2.2% |
| Vistra (VST) | 3.29% | 2.18% |
| Lockheed Martin (LMT) | 2.68% | 1.98% |
| Micron (MU) | 1.79% | 1.92% |
| Disney (DIS) | 2.09% | 1.83% |
| TSMC (TSM) | 2.32% | 1.67% |
| JD.com (JD.US) | 2.31% | 1.58% |
| Parker-Hannifin (PH) | 0.62% | 1.55% |
| Mastercard (MA) | 1.31% | 1.52% |
| Dell (DELL) | 2.05% | 1.44% |
| Baidu (BIDU) | 1.43% | 1.4% |
| Apple (AAPL) | 1.79% | 1.36% |
| Nu (NU) | 1.7% | 1.29% |
| Tencent (0700.HK) | 1.73% | 1.17% |
| Netflix (NFLX) | 1.58% | 1.09% |
| JPMorgan (JPM) | 0.54% | 0.89% |
| Crowdstrike (CRWD) | 1.09% | 0.88% |
| Visa (V) | 0.64% | 0.76% |
| Novo-Nordisk (NVO) | 0.91% | 0.67% |
| MicroStrategy (MSTR) | 0.7% | 0.55% |
| Broadcom (AVGO) | 0.73% | 0.5% |
| BYD (01211.HK) | 0.72% | 0.44% |
Cash & Instruments Over Time
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