Portfolio Diversification
Range
Most Diversified
28 instruments
December 18, 2024
Least Diversified
0 instruments
February 2, 2025
Average
25.8 instruments
Most Consistent Holdings
Top 5
DIS99.91%
JNJ99.91%
UNH99.91%
WMT99.91%
MA99.91%
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 |
|---|---|---|---|---|
 Ethereum (ETH) | 13.74% | 0% | 99.91% | 2/1/2025 |
 Netflix (NFLX) | 12.54% | 0% | 99.91% | 2/1/2025 |
 Meta (META) | 9.11% | 0% | 92.06% | 2/1/2025 |
| Walmart (WMT) | 7% | 0% | 99.91% | 2/1/2025 |
| UnitedHealth (UNH) | 6.73% | 0% | 99.91% | 2/1/2025 |
 Lockheed Martin (LMT) | 6.11% | 0% | 94.89% | 2/1/2025 |
| Mastercard (MA) | 5.61% | 0% | 99.91% | 2/1/2025 |
| Johnson & Johnson (JNJ) | 4.62% | 0% | 99.91% | 2/1/2025 |
 First American (FAF) | 3.95% | 0% | 99.91% | 2/1/2025 |
 Barclays (BARC.L) | 3.47% | 0% | 99.91% | 2/1/2025 |
 Bitcoin (BTC) | 3.31% | 0% | 99.91% | 2/1/2025 |
 Alibaba (BABA) | 2.85% | 0% | 99.91% | 2/1/2025 |
 NVIDIA (NVDA) | 2.26% | 0% | 28.92% | 2/1/2025 |
 Continental (CON.DE) | 2.24% | 0% | 99.91% | 2/1/2025 |
 Beyond (BYON) | 1.84% | 0% | 99.91% | 2/1/2025 |
 FIS (FIS) | 1.78% | 0% | 99.91% | 2/1/2025 |
 Vanguard S&P 500 Growth ETF (VOOG) | 1.75% | 0% | 31.39% | 2/1/2025 |
| Disney (DIS) | 1.49% | 0% | 99.91% | 2/1/2025 |
 Gevo (GEVO) | 1.05% | 0% | 99.91% | 2/1/2025 |
 Build and Build (BNB) | 1.01% | 0% | 99.09% | 1/23/2025 |
 BlackBerry (BB) | 0.85% | 0% | 99.09% | 1/23/2025 |
 eHealth (EHTH) | 0.67% | 0% | 99.91% | 2/1/2025 |
 Boxlight (BOXL) | 0.45% | 0% | 99.91% | 2/1/2025 |
 VBI Vaccines (VBIVQ) | 0.33% | 0% | 83.03% | 7/30/2024 |
 Pfizer (PFE) | 0.24% | 0% | 5.02% | 2/24/2022 |
 Athersys (ATHXQ) | 0.21% | 0% | 57.12% | 10/18/2023 |
 XTI Aerospace (XTIA) | 0.13% | 0% | 48.45% | 8/23/2023 |
 Cenntro (CENN) | 0.05% | 0% | 58.58% | 11/29/2023 |
 Apple (AAPL) | 0.02% | 0% | 0.82% | 2/1/2025 |
 CXApp (CXAI) | 0.01% | 0% | 30.75% | 3/1/2024 |
 Drormant6423 (DMN) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Netflix (NFLX) | 8.13% | 17.49% |
| Meta (META) | 5.42% | 12.71% |
| Ethereum (ETH) | 9.19% | 10.79% |
| NVIDIA (NVDA) | 5.69% | 7.92% |
| Walmart (WMT) | 4.5% | 7.79% |
| Vanguard S&P 500 Growth ETF (VOOG) | 4.86% | 5.44% |
| Bitcoin (BTC) | 3.08% | 5.35% |
| Mastercard (MA) | 2.78% | 5.05% |
| Lockheed Martin (LMT) | 4.06% | 4.53% |
| UnitedHealth (UNH) | 2.56% | 4.14% |
| Barclays (BARC.L) | 2.9% | 3.49% |
| First American (FAF) | 2.71% | 2.84% |
| Johnson & Johnson (JNJ) | 3.25% | 2.75% |
| Alibaba (BABA) | 5.83% | 1.82% |
| Continental (CON.DE) | 2.71% | 1.51% |
| Build and Build (BNB) | 1.35% | 1.32% |
| FIS (FIS) | 2.71% | 1.29% |
| Disney (DIS) | 1.36% | 1.03% |
| Gevo (GEVO) | 3.11% | 0.77% |
| eHealth (EHTH) | 4.06% | 0.55% |
| BlackBerry (BB) | 2.71% | 0.49% |
| Beyond (BYON) | 3.52% | 0.25% |
| Boxlight (BOXL) | 2.44% | 0.04% |
| Drormant6423 (DMN) | 0% | 0% |
| VBI Vaccines (VBIVQ) | 2.44% | 0% |
| Cenntro (CENN) | 2.71% | 0% |
| XTI Aerospace (XTIA) | 2.44% | 0% |
| Athersys (ATHXQ) | 2.76% | 0% |