Portfolio Diversification
Range
Most Diversified
87 instruments
January 15, 2022
Least Diversified
61 instruments
March 12, 2025
Average
72.8 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
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 |
|---|---|---|---|---|
 Bitcoin (BTC) | 6.47% | 16.22% | 100% | - |
 Ethereum (ETH) | 4.32% | 8.43% | 100% | - |
| Alphabet (GOOG) | 4.2% | 3.77% | 100% | - |
| Microsoft (MSFT) | 3.73% | 1.8% | 100% | - |
| Amazon (AMZN) | 3.02% | 2.87% | 100% | - |
| Apple (AAPL) | 2.73% | 1.35% | 100% | - |
 NVIDIA (NVDA) | 2.61% | 1.76% | 100% | - |
 McDonald's (MCD) | 2.6% | 1.86% | 99.13% | - |
 Disney (DIS) | 2.56% | 2.18% | 100% | - |
 BlackRock (BLK) | 2.55% | 2.07% | 100% | - |
 iShares Core High Dividend ETF (HDV) | 2.49% | 1.7% | 100% | - |
 Cameco (CCJ) | 2.42% | 4.26% | 100% | - |
 AMD (AMD) | 2.2% | 2.42% | 99.13% | - |
 Procter & Gamble (PG) | 2% | 1.3% | 100% | - |
 Cardano (ADA) | 1.94% | 1.63% | 100% | - |
 Vanguard FTSE Europe ETF (VGK) | 1.9% | 1.37% | 100% | - |
 Sony (SONY) | 1.9% | 1.45% | 100% | - |
 Samsung (SMSN.L) | 1.55% | 0.85% | 100% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.53% | 1.42% | 76.36% | - |
 Albemarle (ALB) | 1.41% | 0.45% | 100% | - |
 Adobe (ADBE) | 1.25% | 0.8% | 100% | - |
 Iron Mountain (IRM) | 1.23% | 1.73% | 100% | - |
 PepsiCo (PEP) | 1.19% | 0.93% | 86.48% | - |
| Meta (META) | 1.18% | 1.33% | 100% | - |
 Johnson & Johnson (JNJ) | 1.17% | 0% | 88.38% | 2/24/2025 |
 Rio Tinto (RIO) | 1.08% | 0.55% | 100% | - |
 Goldman Sachs (GS) | 0.98% | 0.98% | 100% | - |
 iShares Silver Trust (SLV) | 0.97% | 0.77% | 100% | - |
 JPMorgan (JPM) | 0.97% | 1.07% | 100% | - |
 Nintendo (NTDOY) | 0.95% | 0.94% | 100% | - |
 Barclays (BARC.L) | 0.92% | 0% | 95.49% | 7/18/2025 |
 Boeing (BA) | 0.91% | 0% | 61.42% | 3/18/2024 |
 AbbVie (ABBV) | 0.88% | 0% | 49.57% | 10/19/2023 |
 Bank of America (BAC) | 0.87% | 0.75% | 100% | - |
 Salesforce (CRM) | 0.83% | 1.19% | 81.58% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.82% | 0% | 57.94% | 3/10/2025 |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.82% | 0.69% | 66.72% | - |
 PUMA (PUM.DE) | 0.8% | 0% | 86.25% | 1/28/2025 |
 Netflix (NFLX) | 0.8% | 1.23% | 100% | - |
 RBC (RY) | 0.79% | 0% | 85.85% | 2/24/2025 |
 SPDR Gold (GLD) | 0.78% | 0% | 33.36% | 3/23/2023 |
 ProShares UltraPro S&P 500 (UPRO) | 0.76% | 2.06% | 37.55% | - |
 Waste Management (WM) | 0.75% | 0.91% | 62.37% | - |
 Citi (C) | 0.75% | 0% | 88.38% | 2/24/2025 |
 Tencent (0700.HK) | 0.72% | 1.33% | 100% | - |
 Volkswagen (VOW3.DE) | 0.7% | 0.28% | 100% | - |
 Digital Realty (DLR) | 0.68% | 0.51% | 99.53% | - |
 TD (TD) | 0.65% | 0% | 78.1% | 11/18/2024 |
 Coinbase (COIN) | 0.64% | 1.14% | 100% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.64% | 3.93% | 40.63% | - |
 Spotify (SPOT) | 0.63% | 0% | 60.95% | 3/12/2024 |
 Target (TGT) | 0.62% | 0.32% | 94.86% | - |
 Lithium Americas (LAC) | 0.62% | 0% | 80.63% | 11/18/2024 |
 ProShares UltraPro Dow30 (UDOW) | 0.61% | 0% | 31.54% | 11/24/2023 |
 Xiaomi (1810.HK) | 0.6% | 1.06% | 100% | - |
 Align (ALGN) | 0.6% | 0% | 52.09% | 3/11/2024 |
 Pfizer (PFE) | 0.59% | 0% | 73.83% | 11/18/2024 |
 Starbucks (SBUX) | 0.57% | 0% | 88.38% | 3/10/2025 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.55% | 0.22% | 100% | - |
 Coca-Cola (KO) | 0.53% | 0.39% | 86.48% | - |
 MSCI (MSCI) | 0.52% | 0% | 46.72% | 10/18/2023 |
 Solana (SOL) | 0.51% | 2.45% | 29.01% | - |
 Vanguard FTSE Emerging Markets (VWO) | 0.49% | 0% | 68.93% | 7/2/2025 |
 Marathon Digital (MARA) | 0.49% | 0.85% | 100% | - |
 Riot (RIOT) | 0.47% | 0.37% | 100% | - |
 Siemens (SIE.DE) | 0.45% | 0% | 52.65% | 11/27/2023 |
 Nike (NKE) | 0.4% | 0.47% | 51.54% | - |
 Block Inc. (XYZ) | 0.38% | 0.21% | 100% | - |
 Mastercard (MA) | 0.37% | 0% | 45.85% | 11/6/2023 |
 WP Carey (WPC) | 0.37% | 0.18% | 100% | - |
 Realty Income (O) | 0.36% | 0.18% | 100% | - |
 SolarEdge (SEDG) | 0.35% | 0.03% | 100% | - |
 Kimberly-Clark (KMB) | 0.32% | 0% | 71.07% | 7/19/2024 |
 Moderna (MRNA) | 0.31% | 0% | 80.63% | 11/18/2024 |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 0.28% | 0.74% | 33.12% | - |
 Visa (V) | 0.27% | 0% | 32.17% | 3/7/2023 |
 Enphase (ENPH) | 0.26% | 0% | 80.63% | 11/18/2024 |
 Direxion Daily Energy Bull 2X Shares (ERX) | 0.24% | 0% | 23.16% | 1/17/2023 |
 IIPR (IIPR) | 0.23% | 0.06% | 100% | - |
 Take-Two (TTWO) | 0.22% | 0.81% | 27.19% | - |
 SPDR Bloomberg Barclays High Yield Bond ETF (JNK) | 0.19% | 1.1% | 14.31% | - |
 Equinix (EQIX) | 0.18% | 0% | 39.37% | 6/8/2023 |
 Tesla (TSLA) | 0.18% | 0% | 35.49% | 4/20/2023 |
 Link REIT (823.HK) | 0.17% | 0% | 44.98% | 8/18/2023 |
 Alibaba (BABA) | 0.17% | 0.99% | 100% | - |
 PayPal (PYPL) | 0.16% | 0.06% | 100% | - |
 Lockheed Martin (LMT) | 0.15% | 1.12% | 10.83% | - |
 Store Capital Corp. (STOR) | 0.13% | 0% | 29.88% | 2/6/2023 |
 Uber (UBER) | 0.11% | 0.5% | 21.9% | - |
 Novo-Nordisk (NVO) | 0.1% | 0% | 11.54% | 5/3/2024 |
 Brazil Index MSCI Ishares (EWZ) | 0.09% | 0% | 7.19% | 6/7/2022 |
 Penn National (PENN) | 0.08% | 0% | 53.52% | 12/8/2023 |
 TSMC (TSM) | 0.07% | 0.75% | 10.36% | - |
 BAE Systems (BA.L) | 0.07% | 0.68% | 9.33% | - |
 Leonardo (LDO.MI) | 0.06% | 0.6% | 9.33% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0.06% | 0% | 2.29% | 2/4/2025 |
 Nio (NIO) | 0.06% | 0% | 9.8% | 5/5/2022 |
 Lithium Americas Argentina C (LAR) | 0.05% | 0% | 32.25% | 11/18/2024 |
 Bio-Techne (TECH) | 0.05% | 0% | 7.51% | 4/12/2022 |
 Twitter (TWTR) | 0.04% | 0% | 4.35% | 2/24/2022 |
 NextEra Energy Partners (XIFR) | 0.04% | 0% | 4.35% | 2/24/2022 |
 Shopify (SHOP) | 0.03% | 0% | 4.35% | 2/24/2022 |
 Quest Diagnostics (DGX) | 0.03% | 0% | 4.35% | 2/24/2022 |
 eBay (EBAY) | 0.03% | 0% | 4.35% | 2/24/2022 |
 GLPI (GLPI) | 0.03% | 0% | 4.35% | 2/24/2022 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.03% | 0% | 0.79% | 3/24/2025 |
 XRP (XRP) | 0.02% | 0% | 1.5% | 1/19/2022 |
 Home Depot (HD) | 0.02% | 0% | 1.42% | 1/18/2022 |
 Beyond Meat (BYND) | 0.02% | 0% | 4.35% | 2/24/2022 |
 ProShares UltraPro Short S&P 500 (SPXU) | 0.02% | 0% | 0.55% | 1/23/2023 |
 MercadoLibre (MELI) | 0.02% | 0% | 4.35% | 2/24/2022 |
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 0.01% | 0% | 0.32% | 4/8/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.01% | 0% | 1.9% | 1/24/2022 |
 NEO (NEO) | 0.01% | 0% | 1.5% | 1/19/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 0.71% | 10/23/2022 |
 Corsair (CRSR) | 0.01% | 0% | 4.35% | 2/24/2022 |
 Abbott (ABT) | 0.01% | 0% | 4.35% | 2/24/2022 |
 Meituan (03690.HK) | 0.01% | 0% | 55.73% | 3/11/2025 |
 Lemonade (LMND) | 0.01% | 0% | 4.35% | 2/24/2022 |
 Jumia (JMIA) | 0% | 0% | 4.35% | 2/24/2022 |
 Tupperware (TUPBQ) | 0% | 0% | 0.24% | 8/18/2023 |
 BYD (01211.HK) | 0% | 0.79% | 0.4% | - |
 Net Lease Office Properties (NLOP) | 0% | 0% | 29.33% | 11/18/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 10.1% | 15.43% |
| Ethereum (ETH) | 8.86% | 8.8% |
| Alphabet (GOOG) | 3.21% | 4.67% |
| Amazon (AMZN) | 2.72% | 3.37% |
| Cameco (CCJ) | 2.87% | 3.34% |
| Microsoft (MSFT) | 2.24% | 3.25% |
| Disney (DIS) | 3.37% | 2.41% |
| BlackRock (BLK) | 1.92% | 2.32% |
| AMD (AMD) | 2.4% | 2.25% |
| McDonald's (MCD) | 2.24% | 2.19% |
| NVIDIA (NVDA) | 0.8% | 2.13% |
| iShares Core High Dividend ETF (HDV) | 1.92% | 1.94% |
| Apple (AAPL) | 1.12% | 1.93% |
| Cardano (ADA) | 1.64% | 1.88% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.4% | 1.75% |
| Procter & Gamble (PG) | 1.6% | 1.7% |
| Sony (SONY) | 1.6% | 1.55% |
| Vanguard FTSE Europe ETF (VGK) | 1.6% | 1.36% |
| Salesforce (CRM) | 0.96% | 1.35% |
| Meta (META) | 0.96% | 1.34% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 1.6% | 1.3% |
| Iron Mountain (IRM) | 0.64% | 1.26% |
| PepsiCo (PEP) | 1.6% | 1.19% |
| Adobe (ADBE) | 1.76% | 1.18% |
| Solana (SOL) | 1.14% | 1.11% |
| Netflix (NFLX) | 0.8% | 1.09% |
| JPMorgan (JPM) | 0.8% | 1.07% |
| ProShares UltraPro QQQ (TQQQ) | 0.8% | 1.02% |
| Waste Management (WM) | 0.96% | 0.98% |
| Johnson & Johnson (JNJ) | 1.29% | 0.97% |
| Goldman Sachs (GS) | 0.8% | 0.96% |
| Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 1.76% | 0.93% |
| Barclays (BARC.L) | 0.8% | 0.91% |
| Marathon Digital (MARA) | 1.44% | 0.88% |
| Bank of America (BAC) | 0.96% | 0.84% |
| Coinbase (COIN) | 0.96% | 0.82% |
| Samsung (SMSN.L) | 1.6% | 0.78% |
| Take-Two (TTWO) | 0.8% | 0.78% |
| Xiaomi (1810.HK) | 0.8% | 0.78% |
| Nintendo (NTDOY) | 0.8% | 0.75% |
| Citi (C) | 0.8% | 0.72% |
| RBC (RY) | 0.8% | 0.71% |
| iShares Silver Trust (SLV) | 0.8% | 0.7% |
| Starbucks (SBUX) | 0.8% | 0.68% |
| Rio Tinto (RIO) | 0.96% | 0.64% |
| Digital Realty (DLR) | 0.64% | 0.62% |
| Albemarle (ALB) | 1.6% | 0.6% |
| Nike (NKE) | 0.8% | 0.59% |
| Vanguard FTSE Emerging Markets (VWO) | 0.64% | 0.55% |
| SPDR S&P Oil & Gas Exploration & Prod (XOP) | 0.64% | 0.51% |
| PUMA (PUM.DE) | 1.12% | 0.51% |
| Target (TGT) | 0.8% | 0.5% |
| Tencent (0700.HK) | 0.8% | 0.45% |
| Coca-Cola (KO) | 0.48% | 0.42% |
| Uber (UBER) | 0.64% | 0.4% |
| Volkswagen (VOW3.DE) | 0.72% | 0.37% |
| Riot (RIOT) | 0.96% | 0.33% |
| Block Inc. (XYZ) | 0.8% | 0.29% |
| Global X Lithium & Battery Tech ETF (LIT) | 0.64% | 0.26% |
| Realty Income (O) | 0.32% | 0.21% |
| WP Carey (WPC) | 0.32% | 0.19% |
| IIPR (IIPR) | 0.32% | 0.1% |
| PayPal (PYPL) | 0.32% | 0.08% |
| Alibaba (BABA) | 0.16% | 0.04% |
| Meituan (03690.HK) | 0% | 0.02% |
| SolarEdge (SEDG) | 0.48% | 0.02% |