Portfolio Diversification
Range
Most Diversified
130 instruments
April 8, 2025
Least Diversified
0 instruments
February 2, 2025
Average
111.8 instruments
Most Consistent Holdings
Top 5
AAPL99.88%
GOOG99.88%
META99.88%
MSFT99.88%
AMZN99.88%
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 |
|---|---|---|---|---|
| Amazon (AMZN) | 4.94% | 5.27% | 99.88% | - |
 XRP (XRP) | 4.66% | 4.21% | 99.88% | - |
 NVIDIA (NVDA) | 4.6% | 6.1% | 99.88% | - |
| Alphabet (GOOG) | 3.66% | 3.41% | 99.88% | - |
 Alibaba (BABA) | 3.43% | 3.22% | 99.88% | - |
| Meta (META) | 2.8% | 2.98% | 99.88% | - |
 Uber (UBER) | 2.72% | 3.07% | 99.88% | - |
 Bitcoin (BTC) | 2.59% | 3.65% | 99.88% | - |
| Microsoft (MSFT) | 2.39% | 1.99% | 99.88% | - |
| Apple (AAPL) | 2.37% | 2.07% | 99.88% | - |
 AMD (AMD) | 2.09% | 1.34% | 99.88% | - |
 PDD Holdings (PDD) | 2.09% | 2.17% | 87.09% | - |
 Salesforce (CRM) | 1.71% | 1.49% | 99.88% | - |
 Schlumberger (SLB) | 1.58% | 0.87% | 99.88% | - |
 Delta (DAL) | 1.56% | 1.7% | 98.43% | - |
 Datadog (DDOG) | 1.48% | 1.16% | 82.27% | - |
 Broadcom (AVGO) | 1.37% | 2.67% | 99.88% | - |
 Barclays (BARC.L) | 1.25% | 1.84% | 91.31% | - |
 ConocoPhillips (COP) | 1.22% | 0.46% | 99.88% | - |
 Block Inc. (XYZ) | 1.19% | 1.36% | 99.88% | - |
 Alaska Air (ALK) | 1.17% | 1.36% | 86.37% | - |
 BNP Paribas (BNP.PA) | 1.16% | 0.87% | 99.88% | - |
 Engie (ENGI.PA) | 1.1% | 0.74% | 99.88% | - |
 Sprout Social (SPT) | 1.09% | 0.5% | 91.8% | - |
 Tesco (TSCO.L) | 1.02% | 0.87% | 99.88% | - |
 BP (BP.L) | 0.99% | 0.25% | 99.88% | - |
 Insmed (INSM) | 0.97% | 1.98% | 76.12% | - |
 Apollo (APO) | 0.95% | 1.58% | 99.88% | - |
 Bank of America (BAC) | 0.92% | 0.41% | 99.88% | - |
 Tesla (TSLA) | 0.92% | 1.04% | 87.09% | - |
 RWE (RWE.DE) | 0.91% | 0.61% | 99.88% | - |
 Boeing (BA) | 0.91% | 0.65% | 99.88% | - |
 Halliburton (HAL) | 0.88% | 0.42% | 99.88% | - |
 Stellantis (STLA.US) | 0.84% | 0.31% | 99.88% | - |
 Caesars (CZR) | 0.84% | 0.54% | 97.71% | - |
 Linde (LIN) | 0.8% | 0.61% | 99.88% | - |
 Progyny (PGNY) | 0.8% | 0.84% | 99.88% | - |
 PayPal (PYPL) | 0.76% | 0.46% | 99.88% | - |
 Monolithic Power (MPWR) | 0.75% | 1.14% | 76.12% | - |
 Cytokinetics (CYTK) | 0.7% | 0.52% | 86.61% | - |
 Tencent (0700.HK) | 0.68% | 0.74% | 99.88% | - |
 Adobe (ADBE) | 0.62% | 0.42% | 99.88% | - |
 GE (GE) | 0.61% | 0.59% | 99.88% | - |
 Birkenstock (BIRK) | 0.6% | 0.87% | 66.59% | - |
 E.ON (EOAN.DE) | 0.59% | 0.4% | 99.88% | - |
 Phillips 66 (PSX) | 0.59% | 0.45% | 91.56% | - |
 Ares (ARES) | 0.59% | 0.54% | 99.88% | - |
 McDonald's (MCD) | 0.59% | 0.38% | 99.88% | - |
 Mercedes-Benz (MBG.DE) | 0.58% | 0.22% | 99.88% | - |
 TSMC (TSM) | 0.58% | 1.55% | 53.8% | - |
 Shell (SHEL.L) | 0.57% | 0.2% | 99.88% | - |
 BMW (BMW.DE) | 0.57% | 0.23% | 99.88% | - |
 Toyota (TM) | 0.54% | 0.41% | 99.88% | - |
 Eni (ENI.MI) | 0.54% | 0.16% | 99.88% | - |
 Jacobs (J) | 0.52% | 0.42% | 82.15% | - |
 Netflix (NFLX) | 0.5% | 0.24% | 76.12% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.49% | 1.61% | 27.26% | - |
 AES (AES) | 0.49% | 0.54% | 99.88% | - |
 Starbucks (SBUX) | 0.49% | 0.15% | 99.88% | - |
 MetLife (MET) | 0.49% | 0.19% | 99.88% | - |
 Mastercard (MA) | 0.47% | 0.14% | 99.88% | - |
 Pfizer (PFE) | 0.46% | 0.31% | 99.88% | - |
 Citi (C) | 0.46% | 0.87% | 82.99% | - |
 Cencora (COR) | 0.46% | 0.58% | 82.15% | - |
 Walmart (WMT) | 0.44% | 0.45% | 99.88% | - |
 Targa Resources (TRGP) | 0.44% | 0.6% | 99.88% | - |
 Warner Bros Discovery (WBD) | 0.42% | 0.52% | 63.21% | - |
 Rheinmetall (RHM.DE) | 0.42% | 2.35% | 57.9% | - |
 JPMorgan (JPM) | 0.41% | 0.82% | 91.31% | - |
 UBS (UBSG.ZU) | 0.41% | 0.22% | 90.71% | - |
 Tapestry (TPR) | 0.4% | 0.74% | 82.15% | - |
 GE Vernova (GEV) | 0.39% | 1.25% | 45.6% | - |
 NextEra (NEE) | 0.39% | 0.68% | 63.33% | - |
 Global Payments (GPN) | 0.38% | 0.27% | 82.15% | - |
 VICI Properties (VICI) | 0.38% | 0.44% | 76.12% | - |
 Repsol (REP.MC) | 0.38% | 0.09% | 99.88% | - |
 Porsche (P911.DE) | 0.38% | 0.12% | 99.88% | - |
 ServiceNow (NOW) | 0.37% | 0.39% | 76.12% | - |
 GM (GM) | 0.37% | 0.44% | 99.88% | - |
 Chevron (CVX) | 0.35% | 0.12% | 99.88% | - |
 Glencore (GLEN.L) | 0.34% | 0.06% | 99.88% | - |
 FedEx (FDX) | 0.34% | 0.31% | 99.88% | - |
 Visa (V) | 0.34% | 0.58% | 79.01% | - |
 ExxonMobil (XOM) | 0.32% | 0.14% | 94.33% | - |
 Marvell (MRVL) | 0.32% | 0.59% | 51.51% | - |
 Costco (COST) | 0.32% | 0.3% | 99.88% | - |
 Volkswagen (VOW3.DE) | 0.31% | 0.11% | 99.88% | - |
 Reliance Steel (RS) | 0.31% | 0.19% | 82.27% | - |
 Diamondback (FANG) | 0.3% | 0.11% | 99.88% | - |
 Bunge (BG) | 0.29% | 0.16% | 80.58% | - |
 Barrick (GOLD.BARRICK) | 0.29% | 0.42% | 73.82% | - |
 nCino (NCNO) | 0.28% | 0.23% | 97.71% | - |
 Centene (CNC) | 0.28% | 0.09% | 99.88% | - |
 Prologis (PLD) | 0.27% | 0.35% | 90.71% | - |
 Samsung (SMSN.L) | 0.26% | 0.19% | 99.88% | - |
 Kimco (KIM) | 0.26% | 0.09% | 99.88% | - |
 Sunnova (NOVA) | 0.25% | 0% | 93.61% | 3/24/2025 |
 Crowdstrike (CRWD) | 0.24% | 0.95% | 42.34% | - |
 Wells Fargo (WFC) | 0.23% | 0.23% | 91.92% | - |
 AstraZeneca (AZN.L) | 0.22% | 0.07% | 99.88% | - |
 BAT (BATS.L) | 0.21% | 0.1% | 99.88% | - |
 Equinix (EQIX) | 0.21% | 0.15% | 99.88% | - |
 Trip.com (TCOM.CH) | 0.21% | 0.81% | 46.44% | - |
 Lowe's (LOW) | 0.21% | 0% | 70.93% | 8/20/2024 |
 Delivery Hero (DHER.DE) | 0.21% | 0.46% | 56.57% | - |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.2% | 0% | 72.74% | 12/5/2024 |
 GE HealthCare (GEHC) | 0.2% | 0.39% | 99.52% | - |
 Nike (NKE) | 0.2% | 0.27% | 57.9% | - |
 KE Holdings (BEKE) | 0.2% | 0.77% | 46.44% | - |
 Johnson & Johnson (JNJ) | 0.18% | 0.07% | 98.79% | - |
 Nordson (NDSN) | 0.18% | 0.06% | 93.85% | - |
 BlackStone (BX) | 0.17% | 0% | 74.19% | 9/16/2024 |
 AbbVie (ABBV) | 0.15% | 0.29% | 46.56% | - |
 Maersk (MAERSKB.CO) | 0.15% | 0.04% | 99.88% | - |
 Imperial Brands (IMB.L) | 0.15% | 0.08% | 99.88% | - |
 AESI Holdings (AESI) | 0.15% | 0.15% | 63.33% | - |
 Coca-Cola (KO) | 0.14% | 0.06% | 99.88% | - |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 0.12% | 0% | 83.72% | 12/5/2024 |
 Jazz Pharmaceuticals (JAZZ) | 0.12% | 0.17% | 54.52% | - |
 Applied Materials (AMAT) | 0.11% | 0% | 24.97% | 2/16/2024 |
 BYD (01211.HK) | 0.1% | 0.43% | 46.32% | - |
 Dell (DELL) | 0.08% | 0.13% | 38.6% | - |
 SpringWorks Therapeutics (SWTX) | 0.07% | 0.13% | 44.75% | - |
 Global X U.S. Infrastructure Development ETF (PAVE) | 0.06% | 0.4% | 14.84% | - |
 Oatly (OTLY) | 0.06% | 0.01% | 98.67% | - |
 SolarEdge (SEDG) | 0.06% | 0.01% | 76.12% | - |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0.05% | 0.24% | 14.6% | - |
 DISH Network Corp (DISH) | 0.04% | 0% | 37.39% | 1/3/2024 |
 Merck (MRK) | 0.04% | 0.22% | 14.72% | - |
 ProShares UltraPro Short S&P 500 (SPXU) | 0.03% | 0% | 1.09% | 1/10/2023 |
 Amentum Holdings Inc (AMTM) | 0.02% | 0.07% | 23.76% | - |
 First Republic Bank (FRCB) | 0.01% | 0% | 5.31% | 5/4/2023 |
 iShares STOXX Europe 600 UCITS ETF (SXXPIEX.DE) | 0% | 0.25% | 1.81% | - |
 Official Trump (Experimental) (TRUMP) | 0% | 0.02% | 10.74% | - |
 Banca Mediolanum (BMED.MI) | 0% | 0.19% | 1.45% | - |
 Meituan (03690.HK) | 0% | 0% | 24.61% | 10/31/2023 |
 Intesa Sanpaolo (ISP.MI) | 0% | 0.17% | 1.45% | - |
 Svitzer (SVITZR.CO) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 3.97% | 7.08% |
| Amazon (AMZN) | 4.39% | 5.2% |
| XRP (XRP) | 1.99% | 3.89% |
| Bitcoin (BTC) | 1.94% | 3.68% |
| Alphabet (GOOG) | 2.96% | 3.42% |
| Broadcom (AVGO) | 2.64% | 3.3% |
| Meta (META) | 1.94% | 3.01% |
| ProShares UltraPro QQQ (TQQQ) | 2.99% | 2.41% |
| Uber (UBER) | 2.18% | 2.16% |
| Alibaba (BABA) | 2.72% | 2.05% |
| Delta (DAL) | 1.67% | 2.01% |
| Apple (AAPL) | 1.82% | 1.98% |
| Salesforce (CRM) | 1.72% | 1.92% |
| PDD Holdings (PDD) | 2.71% | 1.91% |
| Block Inc. (XYZ) | 2.05% | 1.87% |
| Alaska Air (ALK) | 1.4% | 1.86% |
| Insmed (INSM) | 1.14% | 1.8% |
| Microsoft (MSFT) | 1.76% | 1.77% |
| Tesla (TSLA) | 1.38% | 1.66% |
| Datadog (DDOG) | 1.6% | 1.64% |
| AMD (AMD) | 2.09% | 1.62% |
| Barclays (BARC.L) | 1.11% | 1.48% |
| Apollo (APO) | 1.11% | 1.44% |
| TSMC (TSM) | 1.37% | 1.38% |
| Monolithic Power (MPWR) | 1.55% | 1.12% |
| GE Vernova (GEV) | 0.57% | 1.11% |
| Birkenstock (BIRK) | 1.06% | 1% |
| Marvell (MRVL) | 0.93% | 0.97% |
| Schlumberger (SLB) | 1.5% | 0.91% |
| Tesco (TSCO.L) | 0.9% | 0.85% |
| Crowdstrike (CRWD) | 1.07% | 0.83% |
| Rheinmetall (RHM.DE) | 0.72% | 0.82% |
| Citi (C) | 0.78% | 0.75% |
| Sprout Social (SPT) | 1.67% | 0.74% |
| Tapestry (TPR) | 0.63% | 0.73% |
| NextEra (NEE) | 0.82% | 0.7% |
| Caesars (CZR) | 1.14% | 0.68% |
| BNP Paribas (BNP.PA) | 0.84% | 0.68% |
| Boeing (BA) | 1% | 0.68% |
| Warner Bros Discovery (WBD) | 0.78% | 0.66% |
| Progyny (PGNY) | 1.4% | 0.65% |
| AES (AES) | 1.05% | 0.65% |
| Ares (ARES) | 0.48% | 0.64% |
| Cytokinetics (CYTK) | 1.03% | 0.6% |
| JPMorgan (JPM) | 0.54% | 0.58% |
| Engie (ENGI.PA) | 0.63% | 0.56% |
| Linde (LIN) | 0.62% | 0.54% |
| Visa (V) | 0.53% | 0.53% |
| PayPal (PYPL) | 0.57% | 0.52% |
| Adobe (ADBE) | 0.72% | 0.51% |
| Delivery Hero (DHER.DE) | 0.66% | 0.5% |
| ConocoPhillips (COP) | 0.68% | 0.49% |
| Phillips 66 (PSX) | 0.6% | 0.49% |
| RWE (RWE.DE) | 0.8% | 0.49% |
| Halliburton (HAL) | 0.78% | 0.48% |
| Jacobs (J) | 0.54% | 0.46% |
| Bank of America (BAC) | 0.45% | 0.46% |
| Cencora (COR) | 0.48% | 0.44% |
| Global X U.S. Infrastructure Development ETF (PAVE) | 0.6% | 0.43% |
| Toyota (TM) | 0.54% | 0.43% |
| Global Payments (GPN) | 0.54% | 0.42% |
| Walmart (WMT) | 0.3% | 0.42% |
| KE Holdings (BEKE) | 0.42% | 0.41% |
| Trip.com (TCOM.CH) | 0.36% | 0.41% |
| Stellantis (STLA.US) | 0.76% | 0.4% |
| FedEx (FDX) | 0.46% | 0.4% |
| Pfizer (PFE) | 0.57% | 0.4% |
| Tencent (0700.HK) | 0.42% | 0.39% |
| VICI Properties (VICI) | 0.51% | 0.38% |
| ServiceNow (NOW) | 0.33% | 0.38% |
| GE (GE) | 0.3% | 0.38% |
| Targa Resources (TRGP) | 0.18% | 0.37% |
| Prologis (PLD) | 0.48% | 0.35% |
| Nike (NKE) | 0.54% | 0.35% |
| Direxion Daily S&P 500 Bull 3X (SPXL) | 0.45% | 0.34% |
| McDonald's (MCD) | 0.42% | 0.34% |
| nCino (NCNO) | 0.36% | 0.31% |
| Barrick (GOLD.BARRICK) | 0.42% | 0.31% |
| AbbVie (ABBV) | 0.36% | 0.28% |
| E.ON (EOAN.DE) | 0.33% | 0.28% |
| GM (GM) | 0.24% | 0.27% |
| Costco (COST) | 0.24% | 0.27% |
| Merck (MRK) | 0.36% | 0.27% |
| BP (BP.L) | 0.39% | 0.26% |
| UBS (UBSG.ZU) | 0.18% | 0.25% |
| BMW (BMW.DE) | 0.39% | 0.25% |
| Wells Fargo (WFC) | 0.21% | 0.24% |
| AESI Holdings (AESI) | 0.27% | 0.23% |
| Mercedes-Benz (MBG.DE) | 0.36% | 0.23% |
| MetLife (MET) | 0.21% | 0.21% |
| Netflix (NFLX) | 0.18% | 0.21% |
| GE HealthCare (GEHC) | 0.21% | 0.2% |
| Jazz Pharmaceuticals (JAZZ) | 0.24% | 0.19% |
| BYD (01211.HK) | 0.18% | 0.19% |
| Shell (SHEL.L) | 0.23% | 0.19% |
| Equinix (EQIX) | 0.18% | 0.18% |
| Reliance Steel (RS) | 0.24% | 0.18% |
| Porsche (P911.DE) | 0.36% | 0.17% |
| Dell (DELL) | 0.27% | 0.17% |
| Samsung (SMSN.L) | 0.32% | 0.17% |
| Eni (ENI.MI) | 0.21% | 0.17% |
| Starbucks (SBUX) | 0.24% | 0.16% |
| Bunge (BG) | 0.24% | 0.15% |
| Mastercard (MA) | 0.12% | 0.14% |
| Diamondback (FANG) | 0.18% | 0.13% |
| ExxonMobil (XOM) | 0.18% | 0.13% |
| SpringWorks Therapeutics (SWTX) | 0.18% | 0.12% |
| Chevron (CVX) | 0.18% | 0.12% |
| Repsol (REP.MC) | 0.15% | 0.11% |
| Volkswagen (VOW3.DE) | 0.21% | 0.11% |
| Kimco (KIM) | 0.12% | 0.1% |
| Glencore (GLEN.L) | 0.15% | 0.09% |
| BAT (BATS.L) | 0.12% | 0.08% |
| Centene (CNC) | 0.15% | 0.08% |
| Nordson (NDSN) | 0.09% | 0.07% |
| Amentum Holdings Inc (AMTM) | 0% | 0.07% |
| AstraZeneca (AZN.L) | 0.09% | 0.07% |
| Imperial Brands (IMB.L) | 0.06% | 0.06% |
| Johnson & Johnson (JNJ) | 0.09% | 0.06% |
| Maersk (MAERSKB.CO) | 0.09% | 0.05% |
| Coca-Cola (KO) | 0.06% | 0.05% |
| Sunnova (NOVA) | 0.3% | 0.04% |
| Oatly (OTLY) | 0.06% | 0.01% |
| SolarEdge (SEDG) | 0.18% | 0.01% |
| Svitzer (SVITZR.CO) | 0% | 0% |
| Meituan (03690.HK) | 0% | 0% |