Portfolio Diversification
Range
Most Diversified
70 instruments
December 6, 2024
Least Diversified
0 instruments
February 2, 2025
Average
20.8 instruments
Most Consistent Holdings
Top 5
NVDA84.58%
TSLA81.11%
GOOG75%
META69.43%
AMZN68.61%
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) | 6.7% | 0% | 84.58% | 2/1/2025 |
 SPDR Gold (GLD) | 5.51% | 0% | 59.4% | 2/1/2025 |
| Tesla (TSLA) | 5.28% | 0% | 81.11% | 2/1/2025 |
| Alphabet (GOOG) | 5.02% | 0% | 75% | 2/1/2025 |
| Meta (META) | 4.67% | 0% | 69.43% | 2/1/2025 |
 ProShares UltraPro Short S&P 500 (SPXU) | 4.67% | 0% | 45.16% | 9/14/2023 |
| Amazon (AMZN) | 3.53% | 0% | 68.61% | 2/1/2025 |
 Apple (AAPL) | 3.34% | 0% | 46.17% | 10/18/2024 |
 Bitcoin (BTC) | 3.27% | 0% | 63.96% | 2/1/2025 |
 Tilray (TLRY) | 2.73% | 0% | 37.14% | 3/7/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 2.6% | 0% | 27.55% | 5/20/2024 |
 Ethereum (ETH) | 2.27% | 0% | 54.84% | 2/1/2025 |
 Cardano (ADA) | 2.22% | 0% | 58.39% | 3/4/2024 |
 Mercedes-Benz (MBG.DE) | 1.91% | 0% | 21.62% | 8/29/2022 |
 Progressive (PGR) | 1.47% | 0% | 59.4% | 1/28/2025 |
 Digital Realty (DLR) | 1.36% | 0% | 36.04% | 2/1/2025 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 1.33% | 0% | 34.95% | 2/1/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 1.28% | 0% | 35.95% | 2/1/2025 |
 Oil (Non Expiry) (OIL) | 1.2% | 0% | 24.73% | 1/14/2025 |
 Realty Income (O) | 1.01% | 0% | 39.42% | 2/1/2025 |
 Check Point (CHKP) | 0.98% | 0% | 27.01% | 4/19/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.8% | 0% | 24.82% | 2/1/2025 |
 Visa (V) | 0.76% | 0% | 33.76% | 2/1/2025 |
 Microsoft (MSFT) | 0.72% | 0% | 35.86% | 2/1/2025 |
 Veeva (VEEV) | 0.7% | 0% | 33.39% | 2/1/2025 |
 JPMorgan (JPM) | 0.69% | 0% | 33.76% | 2/1/2025 |
 iShares MSCI China ETF (MCHI) | 0.6% | 0% | 27.65% | 2/1/2025 |
 AMD (AMD) | 0.59% | 0% | 15.24% | 9/5/2023 |
 Alibaba (BABA) | 0.59% | 0% | 34.03% | 2/1/2025 |
 Mastercard (MA) | 0.58% | 0% | 33.76% | 2/1/2025 |
 Farfetch (FTCHQ) | 0.51% | 0% | 15.69% | 5/19/2023 |
 iShares U.S. Medical Devices ETF (IHI) | 0.46% | 0% | 15.15% | 4/24/2024 |
 Palo Alto Networks (PANW) | 0.44% | 0% | 28.56% | 1/8/2025 |
 Fortinet (FTNT) | 0.43% | 0% | 17.24% | 8/7/2024 |
 Xtrackers MSCI India Swap UCITS ETF (XCX5.L) | 0.43% | 0% | 11.41% | 3/13/2024 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.39% | 0% | 31.66% | 1/28/2025 |
 Consumer Discret Select Sector SPDR (XLY) | 0.39% | 0% | 23.27% | 2/1/2025 |
 Teleperformance (TEP.PA) | 0.39% | 0% | 12.68% | 1/25/2024 |
 UnitedHealth (UNH) | 0.37% | 0% | 27.19% | 2/1/2025 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.35% | 0% | 13.96% | 9/14/2023 |
 Lululemon (LULU) | 0.33% | 0% | 20.16% | 2/1/2025 |
 McDonald's (MCD) | 0.32% | 0% | 7.85% | 1/5/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.31% | 0% | 9.95% | 2/1/2025 |
 PayPal (PYPL) | 0.28% | 0% | 21.81% | 2/1/2025 |
 TSMC (TSM) | 0.24% | 0% | 15.42% | 2/1/2025 |
 Gold (Non Expiry) (GOLD) | 0.24% | 0% | 2.65% | 1/26/2023 |
 Broadcom (AVGO) | 0.23% | 0% | 14.32% | 12/10/2024 |
 Rivian (RIVN) | 0.23% | 0% | 18.98% | 6/26/2024 |
 Supermicro (SMCI) | 0.22% | 0% | 16.7% | 8/29/2024 |
 Airbnb (ABNB) | 0.21% | 0% | 19.53% | 2/1/2025 |
 ASML (ASML) | 0.19% | 0% | 9.31% | 1/3/2024 |
 Vanguard Real Estate ETF (VNQ) | 0.19% | 0% | 17.24% | 2/1/2025 |
 Industrial Select Sector SPDR (XLI) | 0.18% | 0% | 21.08% | 1/8/2025 |
 ASML (ASML.NV) | 0.15% | 0% | 9.85% | 2/1/2025 |
 Crowdstrike (CRWD) | 0.14% | 0% | 17.88% | 2/1/2025 |
 Block Inc. (XYZ) | 0.14% | 0% | 7.3% | 1/8/2025 |
 Rigetti (RGTI) | 0.14% | 0% | 6.48% | 2/1/2025 |
 Netflix (NFLX) | 0.14% | 0% | 8.85% | 1/8/2025 |
 iShares Silver Trust (SLV) | 0.14% | 0% | 10.31% | 2/1/2025 |
 Adobe (ADBE) | 0.13% | 0% | 15.05% | 2/1/2025 |
 XP (XP) | 0.13% | 0% | 11.31% | 12/10/2024 |
 SPDR S&P Bank ETF (KBE) | 0.13% | 0% | 15.05% | 1/8/2025 |
 GER40 Index (Non Expiry) (GER40) | 0.11% | 0% | 7.39% | 12/20/2024 |
 Costco (COST) | 0.11% | 0% | 9.31% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 0.09% | 0% | 9.31% | 2/1/2025 |
 Reddit Inc (RDDT) | 0.09% | 0% | 7.76% | 2/1/2025 |
 D-Wave (QBTS) | 0.09% | 0% | 6.48% | 2/1/2025 |
 EUR/USD (EURUSD) | 0.09% | 0% | 1.64% | 10/6/2023 |
 EDP (EDP.LSB) | 0.08% | 0% | 6.84% | 6/24/2024 |
 Hims & Hers (HIMS) | 0.08% | 0% | 7.12% | 2/1/2025 |
 Fiverr (FVRR) | 0.08% | 0% | 5.11% | 4/19/2024 |
 S&P Global (SPGI) | 0.07% | 0% | 9.31% | 2/1/2025 |
 Nagarro (NA9.DE) | 0.07% | 0% | 5.84% | 11/21/2024 |
 Uber (UBER) | 0.07% | 0% | 8.49% | 2/1/2025 |
 Celsius (CELH) | 0.07% | 0% | 9.67% | 2/1/2025 |
 Ford (F) | 0.07% | 0% | 2.28% | 3/13/2024 |
 ProShares UltraShort S&P500 (SDS) | 0.06% | 0% | 1.64% | 5/10/2024 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.06% | 0% | 8.67% | 2/1/2025 |
 AerCap (AER) | 0.06% | 0% | 7.39% | 2/1/2025 |
 Walmart (WMT) | 0.06% | 0% | 9.22% | 2/1/2025 |
 LTC Properties (LTC.US) | 0.05% | 0% | 3.01% | 12/27/2023 |
 LVMH (MC.PA) | 0.05% | 0% | 6.75% | 2/1/2025 |
 Salesforce (CRM) | 0.05% | 0% | 5.75% | 8/5/2024 |
 Zscaler (ZS) | 0.05% | 0% | 3.47% | 4/19/2024 |
 Chubb (CB) | 0.05% | 0% | 7.94% | 12/10/2024 |
 Wise (WISE.L) | 0.05% | 0% | 7.76% | 2/1/2025 |
 AppLovin (APP) | 0.04% | 0% | 7.39% | 2/1/2025 |
 Atlassian (TEAM) | 0.03% | 0% | 6.57% | 1/8/2025 |
 Brazil Index MSCI Ishares (EWZ) | 0.03% | 0% | 9.31% | 2/1/2025 |
 Global X Uranium ETF (URA) | 0.03% | 0% | 8.12% | 2/1/2025 |
 Shopify (SHOP) | 0.03% | 0% | 5.84% | 1/8/2025 |
 Axon (AXON) | 0.03% | 0% | 7.39% | 2/1/2025 |
 Palantir (PLTR) | 0.03% | 0% | 6.11% | 2/1/2025 |
 Vistra (VST) | 0.03% | 0% | 6.48% | 2/1/2025 |
 Synchrony (SYF) | 0.02% | 0% | 5.11% | 1/7/2025 |
 NuScale Power (SMR) | 0.02% | 0% | 6.48% | 2/1/2025 |
 Occidental (OXY) | 0.02% | 0% | 4.93% | 1/28/2025 |
 US Natural Gas (UNG) | 0.02% | 0% | 1.19% | 3/13/2024 |
 STAG (STAG) | 0.02% | 0% | 0.91% | 12/4/2023 |
 Dogecoin (DOGE) | 0.01% | 0% | 6.75% | 2/1/2025 |
 Solana (SOL) | 0.01% | 0% | 6.66% | 2/1/2025 |
 XRP (XRP) | 0.01% | 0% | 5.57% | 2/1/2025 |
 Ionq (IONQ) | 0.01% | 0% | 1.64% | 2/1/2025 |
 Toncoin (Experimental) (TON) | 0.01% | 0% | 5.29% | 2/1/2025 |
 DoorDash (DASH.US) | 0.01% | 0% | 1.64% | 12/2/2024 |
 MicroStrategy (MSTR) | 0.01% | 0% | 0.91% | 11/29/2024 |
 XPeng (XPEV) | 0% | 0% | 0.73% | 11/22/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 1.15% | 5.21% |
| Alphabet (GOOG) | 3.17% | 4.45% |
| Schwab US Dividend Equity ETF (SCHD) | 4.52% | 3.64% |
| Amazon (AMZN) | 2.95% | 3.57% |
| Rigetti (RGTI) | 0.7% | 3.45% |
| NASDAQ100 Index (Non Expiry) (NSDQ100) | 3.62% | 3.32% |
| SPX500 Index (Non Expiry) (SPX500) | 3.62% | 3.19% |
| SPDR Gold (GLD) | 3.62% | 3% |
| Tesla (TSLA) | 1.39% | 2.78% |
| iShares MSCI China ETF (MCHI) | 2.71% | 2.32% |
| Meta (META) | 2.26% | 2.21% |
| TSMC (TSM) | 2.26% | 2.07% |
| Realty Income (O) | 2.71% | 2.07% |
| Visa (V) | 2.04% | 2% |
| ASML (ASML.NV) | 2.26% | 1.98% |
| Microsoft (MSFT) | 2.26% | 1.93% |
| D-Wave (QBTS) | 0.8% | 1.91% |
| Veeva (VEEV) | 2.26% | 1.89% |
| PayPal (PYPL) | 1.81% | 1.84% |
| JPMorgan (JPM) | 1.81% | 1.81% |
| Progressive (PGR) | 1.81% | 1.73% |
| Consumer Discret Select Sector SPDR (XLY) | 1.43% | 1.53% |
| Lululemon (LULU) | 1.36% | 1.49% |
| Alibaba (BABA) | 1.81% | 1.46% |
| Airbnb (ABNB) | 1.81% | 1.44% |
| iShares Silver Trust (SLV) | 1.81% | 1.43% |
| Reddit Inc (RDDT) | 1.36% | 1.41% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.81% | 1.35% |
| Costco (COST) | 1.36% | 1.2% |
| Berkshire Hathaway (BRK.B) | 1.36% | 1.13% |
| Vanguard Real Estate ETF (VNQ) | 1.36% | 1.11% |
| Hims & Hers (HIMS) | 1.13% | 1.09% |
| Uber (UBER) | 1.36% | 1.04% |
| Netflix (NFLX) | 0.9% | 1% |
| Wise (WISE.L) | 0.9% | 0.95% |
| Palo Alto Networks (PANW) | 0.9% | 0.89% |
| Mastercard (MA) | 0.9% | 0.89% |
| Celsius (CELH) | 1.13% | 0.86% |
| Block Inc. (XYZ) | 0.9% | 0.84% |
| LVMH (MC.PA) | 0.9% | 0.83% |
| Industrial Select Sector SPDR (XLI) | 0.9% | 0.81% |
| AppLovin (APP) | 0.9% | 0.79% |
| SPDR S&P Bank ETF (KBE) | 0.9% | 0.79% |
| AerCap (AER) | 0.9% | 0.77% |
| S&P Global (SPGI) | 0.9% | 0.75% |
| Digital Realty (DLR) | 0.9% | 0.74% |
| The Health Care Select Sector SPDR Fund (XLV) | 0.9% | 0.74% |
| Bitcoin (BTC) | 0.68% | 0.68% |
| Ethereum (ETH) | 0.9% | 0.66% |
| Palantir (PLTR) | 0.68% | 0.64% |
| VanEck Vectors Gold Miners ETF (GDX) | 0.9% | 0.63% |
| Shopify (SHOP) | 0.45% | 0.52% |
| Atlassian (TEAM) | 0.45% | 0.5% |
| Crowdstrike (CRWD) | 0.45% | 0.46% |
| Walmart (WMT) | 0.45% | 0.42% |
| UnitedHealth (UNH) | 0.45% | 0.41% |
| Occidental (OXY) | 0.45% | 0.39% |
| Axon (AXON) | 0.45% | 0.38% |
| Synchrony (SYF) | 0.45% | 0.38% |
| Adobe (ADBE) | 0.45% | 0.38% |
| Global X Uranium ETF (URA) | 0.45% | 0.35% |
| Vistra (VST) | 0.45% | 0.32% |
| Brazil Index MSCI Ishares (EWZ) | 0.45% | 0.31% |
| NuScale Power (SMR) | 0.45% | 0.24% |
| Dogecoin (DOGE) | 0.23% | 0.16% |
| Toncoin (Experimental) (TON) | 0.23% | 0.15% |
| Solana (SOL) | 0.23% | 0.15% |
| XRP (XRP) | 0.23% | 0.15% |