Portfolio Diversification
Range
Most Diversified
73 instruments
April 17, 2024
Least Diversified
0 instruments
February 2, 2025
Average
60.9 instruments
Most Consistent Holdings
Top 5
XRP99.87%
ETC99.87%
MIOTA99.87%
XLM99.87%
DOGE99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Home Depot (HD) | 2.27% | 0% | 93.76% | 2/1/2025 |
 Mastercard (MA) | 2.03% | 0% | 96.41% | 2/1/2025 |
 Visa (V) | 1.86% | 0% | 96.81% | 2/1/2025 |
 Booking (BKNG) | 1.79% | 0% | 96.55% | 2/1/2025 |
 UnitedHealth (UNH) | 1.78% | 0% | 91.9% | 2/1/2025 |
 Autodesk (ADSK) | 1.68% | 0% | 87.92% | 2/1/2025 |
 Apple (AAPL) | 1.62% | 0% | 91.9% | 2/1/2025 |
 Broadcom (AVGO) | 1.55% | 0% | 86.99% | 2/1/2025 |
 Comcast (CMCSA) | 1.44% | 0% | 89.24% | 2/1/2025 |
 Amazon (AMZN) | 1.43% | 0% | 93.36% | 2/1/2025 |
 Alphabet (GOOG) | 1.34% | 0% | 71.85% | 9/12/2024 |
 Adobe (ADBE) | 1.25% | 0% | 87.78% | 2/1/2025 |
 Netflix (NFLX) | 1.24% | 0% | 57.77% | 2/1/2025 |
 Microsoft (MSFT) | 1.24% | 0% | 91.5% | 2/1/2025 |
 Napoleon-X | 1.23% | 0% | 40.5% | 11/9/2023 |
 Medtronic (MDT.US) | 1.22% | 0% | 93.09% | 2/1/2025 |
 McDonald's (MCD) | 1.2% | 0% | 86.45% | 2/1/2025 |
 Moncler (MONC.MI) | 1.11% | 0% | 89.24% | 2/1/2025 |
 Procter & Gamble (PG) | 1.09% | 0% | 87.92% | 2/1/2025 |
 Meta (META) | 1.08% | 0% | 57.77% | 2/1/2025 |
 Intuitive Surgical (ISRG) | 1.07% | 0% | 78.62% | 2/1/2025 |
 Lockheed Martin (LMT) | 1.04% | 0% | 88.58% | 2/1/2025 |
 Expedia (EXPE) | 1.04% | 0% | 83% | 2/1/2025 |
 Ameriprise (AMP.US) | 1.02% | 0% | 57.77% | 2/1/2025 |
 Honeywell (HON) | 1.01% | 0% | 75.83% | 2/1/2025 |
 NVIDIA (NVDA) | 1.01% | 0% | 79.15% | 2/1/2025 |
 Rio Tinto (RIO.L) | 0.96% | 0% | 64.01% | 8/15/2024 |
 Salesforce (CRM) | 0.96% | 0% | 82.07% | 2/1/2025 |
 ASML (ASML.NV) | 0.95% | 0% | 81.67% | 2/1/2025 |
 Airbnb (ABNB) | 0.95% | 0% | 81.94% | 12/20/2024 |
 PayPal (PYPL) | 0.95% | 0% | 82.07% | 2/1/2025 |
 FIS (FIS) | 0.94% | 0% | 78.22% | 2/1/2025 |
 Palo Alto Networks (PANW) | 0.91% | 0% | 51.39% | 2/1/2025 |
 Nike (NKE) | 0.91% | 0% | 87.12% | 2/1/2025 |
 Ryanair (RYAAY) | 0.91% | 0% | 90.7% | 2/1/2025 |
 LabCorp (LH) | 0.89% | 0% | 48.34% | 2/1/2025 |
 BMW (BMW.DE) | 0.85% | 0% | 95.75% | 2/1/2025 |
 JPMorgan (JPM) | 0.83% | 0% | 77.56% | 2/1/2025 |
 Airbus (AIR.PA) | 0.81% | 0% | 69.72% | 10/21/2024 |
 Match Group (MTCH) | 0.77% | 0% | 79.95% | 2/1/2025 |
 ICE (ICE) | 0.77% | 0% | 65.74% | 2/1/2025 |
 NextEra (NEE) | 0.75% | 0% | 82.74% | 2/1/2025 |
 Equinix (EQIX) | 0.74% | 0% | 48.47% | 2/1/2025 |
 Walmart (WMT) | 0.72% | 0% | 62.02% | 2/1/2025 |
 Disney (DIS) | 0.71% | 0% | 76.49% | 2/1/2025 |
 Delta (DAL) | 0.71% | 0% | 64.54% | 2/1/2025 |
 ExxonMobil (XOM) | 0.7% | 0% | 68.39% | 2/1/2025 |
 IQVIA (IQV) | 0.68% | 0% | 53.25% | 2/1/2025 |
 Linde (LIN) | 0.68% | 0% | 70.78% | 2/1/2025 |
 Vertex (VRTX) | 0.68% | 0% | 75.83% | 2/1/2025 |
 Intel (INTC) | 0.65% | 0% | 72.91% | 2/1/2025 |
 Axon (AXON) | 0.61% | 0% | 54.18% | 2/1/2025 |
 BHP (BHP.L) | 0.6% | 0% | 34.93% | 11/21/2023 |
 Raytheon (RTX) | 0.58% | 0% | 65.21% | 2/1/2025 |
 Lam Research (LRCX) | 0.58% | 0% | 49.93% | 2/1/2025 |
 Digital Realty (DLR) | 0.57% | 0% | 48.34% | 2/1/2025 |
 Verisign (VRSN) | 0.57% | 0% | 54.05% | 2/1/2025 |
 Southwest (LUV) | 0.56% | 0% | 62.82% | 2/1/2025 |
 Boeing (BA) | 0.55% | 0% | 76.76% | 12/20/2024 |
 Micron (MU) | 0.54% | 0% | 66.27% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 0.52% | 0% | 45.95% | 6/13/2024 |
 AMD (AMD) | 0.51% | 0% | 67.46% | 2/1/2025 |
 MercadoLibre (MELI) | 0.49% | 0% | 37.85% | 11/21/2023 |
 Akamai (AKAM) | 0.48% | 0% | 54.58% | 2/1/2025 |
 Adidas (ADS.DE) | 0.48% | 0% | 61.35% | 2/1/2025 |
 EA (EA) | 0.45% | 0% | 53.92% | 1/23/2025 |
 Sunrun (RUN) | 0.43% | 0% | 34.79% | 11/16/2023 |
 FedEx (FDX) | 0.42% | 0% | 49.54% | 2/1/2025 |
 Infineon (IFX.DE) | 0.42% | 0% | 45.82% | 2/1/2025 |
 Nintendo (NTDOY) | 0.4% | 0% | 34.53% | 11/21/2023 |
 Novo-Nordisk (NVO) | 0.38% | 0% | 28.55% | 7/15/2024 |
 Unity (U) | 0.37% | 0% | 32.27% | 11/14/2023 |
 JD.com (JD.US) | 0.37% | 0% | 34% | 11/14/2023 |
 Quanta Services (PWR) | 0.35% | 0% | 45.29% | 2/1/2025 |
 Alibaba (BABA) | 0.35% | 0% | 31.61% | 11/16/2023 |
 Nio (NIO) | 0.34% | 0% | 30.54% | 11/16/2023 |
 Barrick (GOLD.BARRICK) | 0.34% | 0% | 34.66% | 11/21/2023 |
 Veeva (VEEV) | 0.32% | 0% | 34.26% | 11/21/2023 |
 MarianoPardo | 0.32% | 0% | 38.78% | 10/27/2023 |
 Coinbase (COIN) | 0.32% | 0% | 33.6% | 11/21/2023 |
 Block Inc. (XYZ) | 0.3% | 0% | 30.94% | 11/21/2023 |
 Alphabet (GOOGL) | 0.28% | 0% | 22.58% | 2/1/2025 |
 Tencent (0700.HK) | 0.28% | 0% | 30.15% | 11/22/2023 |
 Teladoc (TDOC) | 0.25% | 0% | 15.67% | 6/5/2023 |
 Take-Two (TTWO) | 0.25% | 0% | 37.58% | 2/1/2025 |
 Eli Lilly (LLY) | 0.22% | 0% | 15.27% | 10/30/2024 |
 jianswang | 0.21% | 0% | 38.78% | 10/27/2023 |
 Rio Tinto (RIO) | 0.19% | 0% | 19.79% | 2/1/2025 |
 Orange (ORA.PA) | 0.18% | 0% | 15.27% | 10/2/2023 |
 Tesla (TSLA) | 0.14% | 0% | 26.03% | 11/7/2024 |
 Elastic (ESTC) | 0.11% | 0% | 8.76% | 4/14/2023 |
 BHP (BHP.ASX) | 0.09% | 0% | 4.25% | 2/5/2023 |
 Novo Nordisk (NOVO-B.CO) | 0.09% | 0% | 14.08% | 2/1/2025 |
| XRP (XRP) | 0.07% | 0% | 99.87% | 2/1/2025 |
| Dogecoin (DOGE) | 0.05% | 0% | 99.87% | 2/1/2025 |
| Stellar (XLM) | 0.04% | 0% | 99.87% | 2/1/2025 |
 VanEck Vectors Russia ETF (RSX) | 0.01% | 0% | 6.77% | 2/22/2023 |
| Ethereum Classic (ETC) | 0.01% | 0% | 99.87% | 2/1/2025 |
 ASML (ASML) | 0.01% | 0% | 1.73% | 1/17/2024 |
 Ryan Specialty Group (RYAN) | 0.01% | 0% | 0.4% | 2/13/2023 |
 Bitcoin (BTC) | 0% | 0% | 0.27% | 3/15/2024 |
| IOTA (MIOTA) | 0% | 0% | 15.8% | 2/1/2025 |
 Meituan (03690.HK) | 0% | 0% | 0.27% | 3/31/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Broadcom (AVGO) | 2.57% | 3.8% |
| Netflix (NFLX) | 2.41% | 3.76% |
| Mastercard (MA) | 3.21% | 3.61% |
| Home Depot (HD) | 3.01% | 3.54% |
| Autodesk (ADSK) | 2.57% | 3.17% |
| UnitedHealth (UNH) | 3.21% | 2.91% |
| Visa (V) | 2.27% | 2.63% |
| Ameriprise (AMP.US) | 1.93% | 2.57% |
| LabCorp (LH) | 2.57% | 2.55% |
| Booking (BKNG) | 1.93% | 2.39% |
| Equinix (EQIX) | 2.25% | 2.35% |
| Amazon (AMZN) | 1.93% | 2.16% |
| Meta (META) | 1.93% | 2.05% |
| Comcast (CMCSA) | 2.38% | 2.02% |
| Salesforce (CRM) | 1.63% | 1.91% |
| Palo Alto Networks (PANW) | 1.93% | 1.86% |
| Expedia (EXPE) | 1.61% | 1.85% |
| Apple (AAPL) | 1.93% | 1.77% |
| PayPal (PYPL) | 1.45% | 1.74% |
| FIS (FIS) | 1.77% | 1.7% |
| Medtronic (MDT.US) | 1.93% | 1.67% |
| McDonald's (MCD) | 1.61% | 1.65% |
| IQVIA (IQV) | 1.93% | 1.58% |
| ASML (ASML.NV) | 1.61% | 1.55% |
| Verisign (VRSN) | 1.45% | 1.43% |
| BMW (BMW.DE) | 1.29% | 1.18% |
| Adidas (ADS.DE) | 1.29% | 1.16% |
| Microsoft (MSFT) | 1.29% | 1.16% |
| Procter & Gamble (PG) | 1.29% | 1.14% |
| Alphabet (GOOGL) | 1.06% | 1.09% |
| Quanta Services (PWR) | 1.12% | 0.97% |
| Rio Tinto (RIO) | 1.29% | 0.95% |
| AMD (AMD) | 0.8% | 0.88% |
| Linde (LIN) | 0.8% | 0.78% |
| NextEra (NEE) | 0.8% | 0.76% |
| Axon (AXON) | 0.8% | 0.75% |
| Nike (NKE) | 0.8% | 0.75% |
| Lam Research (LRCX) | 0.9% | 0.73% |
| Micron (MU) | 0.8% | 0.73% |
| Digital Realty (DLR) | 0.8% | 0.72% |
| Intuitive Surgical (ISRG) | 0.8% | 0.72% |
| Akamai (AKAM) | 0.8% | 0.72% |
| ICE (ICE) | 0.8% | 0.72% |
| Delta (DAL) | 0.8% | 0.72% |
| Honeywell (HON) | 0.8% | 0.72% |
| FedEx (FDX) | 0.8% | 0.72% |
| Raytheon (RTX) | 0.8% | 0.72% |
| Disney (DIS) | 0.8% | 0.72% |
| Match Group (MTCH) | 0.8% | 0.71% |
| Take-Two (TTWO) | 0.8% | 0.71% |
| Infineon (IFX.DE) | 0.8% | 0.71% |
| Adobe (ADBE) | 0.8% | 0.71% |
| ExxonMobil (XOM) | 0.8% | 0.71% |
| Vertex (VRTX) | 0.8% | 0.7% |
| Southwest (LUV) | 0.8% | 0.7% |
| JPMorgan (JPM) | 0.8% | 0.7% |
| Intel (INTC) | 0.8% | 0.69% |
| Moncler (MONC.MI) | 0.8% | 0.66% |
| Walmart (WMT) | 0.64% | 0.59% |
| Lockheed Martin (LMT) | 0.64% | 0.57% |
| NVIDIA (NVDA) | 0.64% | 0.56% |
| Novo Nordisk (NOVO-B.CO) | 0.64% | 0.55% |
| XRP (XRP) | 0.24% | 0.28% |
| EA (EA) | 0.21% | 0.2% |
| Ryanair (RYAAY) | 0.18% | 0.18% |
| Dogecoin (DOGE) | 0.4% | 0.17% |
| Stellar (XLM) | 0.32% | 0.13% |
| Ethereum Classic (ETC) | 0.08% | 0.02% |
| IOTA (MIOTA) | 0.08% | 0.01% |