Portfolio Diversification
Range
Most Diversified
37 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
26.8 instruments
Most Consistent Holdings
Top 5
AAPL99.92%
GOOG99.92%
MSFT99.92%
AMZN99.92%
JPM99.92%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 6.16% | 3.36% | 99.92% | - |
| Alphabet (GOOG) | 6.12% | 4.91% | 99.92% | - |
| Apple (AAPL) | 5.95% | 1.6% | 99.92% | - |
| Amazon (AMZN) | 5.93% | 5.17% | 99.92% | - |
 Costco (COST) | 5.68% | 2.69% | 99.92% | - |
 Tesla (TSLA) | 5.57% | 2.11% | 99.92% | - |
| JPMorgan (JPM) | 5.24% | 2.2% | 99.92% | - |
 VICI Properties (VICI) | 4.98% | 5.77% | 99.92% | - |
 iShares Short Treasury Bond ETF (SHV) | 4.54% | 0% | 45.89% | 6/10/2025 |
 Netflix (NFLX) | 3.76% | 2.63% | 99.92% | - |
 S&P Global (SPGI) | 3.03% | 4.59% | 71.96% | - |
 Texas Roadhouse (TXRH) | 2.89% | 1.82% | 81.44% | - |
 Brookfield (BN.US) | 2.78% | 4.68% | 62.48% | - |
 iShares MSCI India ETF (INDA) | 2.35% | 4.36% | 60.27% | - |
 Meta (META) | 2.15% | 3.92% | 76.86% | - |
 Brookfield (BAM) | 1.83% | 0% | 63.43% | 5/14/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 1.69% | 0% | 55.61% | 3/11/2024 |
 Goldman Sachs (GS) | 1.45% | 0% | 54.03% | 12/15/2023 |
 Disney (DIS) | 1.4% | 0% | 38.63% | 5/30/2023 |
 SPDR S&P 500 ETF (SPY) | 1.28% | 2.3% | 56% | - |
 TSMC (TSM) | 1.25% | 3.67% | 45.5% | - |
 Fortinet (FTNT) | 1.12% | 2.07% | 55.85% | - |
 Canadian Pacific (CP) | 1.11% | 0% | 50.55% | 11/4/2024 |
 Church & Dwight (CHD) | 1.04% | 0% | 61.14% | 11/4/2024 |
 Spotify (SPOT) | 0.94% | 0% | 41.79% | 7/2/2025 |
 Alibaba (BABA) | 0.94% | 0% | 69.91% | 11/6/2024 |
 Union Pacific (UNP) | 0.82% | 0% | 41.55% | 5/27/2024 |
 AMD (AMD) | 0.78% | 0% | 37.44% | 5/15/2023 |
 Target (TGT) | 0.77% | 0% | 38.63% | 5/30/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.76% | 0% | 27.88% | 4/4/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.7% | 0% | 13.35% | 1/3/2025 |
 Home Depot (HD) | 0.66% | 0% | 24.72% | 11/25/2022 |
 Tencent (0700.HK) | 0.52% | 0% | 49.92% | 10/24/2023 |
 ASML (ASML) | 0.52% | 3.55% | 18.8% | - |
 Store Capital Corp. (STOR) | 0.45% | 0% | 19.91% | 9/18/2022 |
 Ally (ALLY) | 0.42% | 0% | 24.88% | 7/28/2023 |
 Waste Management (WM) | 0.39% | 0% | 18.33% | 8/24/2022 |
 Vale (VALE) | 0.39% | 0% | 28.44% | 1/18/2023 |
 Dollar General (DG.US) | 0.37% | 0% | 19.83% | 8/23/2023 |
 Mastercard (MA) | 0.35% | 0% | 15.72% | 7/19/2022 |
 iShares MSCI China ETF (MCHI) | 0.32% | 0% | 31.67% | 7/23/2024 |
 Bank of China (3988.HK) | 0.29% | 1.44% | 13.35% | - |
 Enphase (ENPH) | 0.27% | 0% | 15.72% | 7/19/2022 |
 Palantir (PLTR) | 0.26% | 0% | 20.14% | 9/22/2022 |
 Visa (V) | 0.24% | 0% | 15.72% | 7/19/2022 |
 Unity (U) | 0.22% | 0% | 19.98% | 9/20/2022 |
 Invesco QQQ (QQQ) | 0.2% | 0% | 12.8% | 9/6/2024 |
 Take-Two (TTWO) | 0.2% | 0% | 28.83% | 1/23/2023 |
 Salesforce (CRM) | 0.18% | 0% | 7.58% | 7/8/2024 |
 HDFC (HDB) | 0.18% | 0% | 7.11% | 7/15/2025 |
 EQT (EQT) | 0.15% | 1.74% | 6.4% | - |
 Zijin Mining (2899.HK) | 0.14% | 1.93% | 7.35% | - |
 Pool Corp. (POOL) | 0.13% | 0% | 10.27% | 8/28/2023 |
 Ethereum (ETH) | 0.13% | 0% | 7.9% | 5/21/2025 |
 Abbott (ABT) | 0.13% | 0% | 4.98% | 7/9/2025 |
 iShares Silver Trust (SLV) | 0.13% | 1.58% | 6.79% | - |
 DocuSign (DOCU) | 0.12% | 0% | 13.03% | 6/15/2022 |
 Corteva (CTVA) | 0.11% | 0% | 4.5% | 7/8/2025 |
 Natera (NTRA) | 0.11% | 0% | 5.53% | 7/2/2025 |
 Wheaton Precious Metals (WPM) | 0.11% | 0% | 5.92% | 3/20/2025 |
 Bitcoin (BTC) | 0.1% | 2.64% | 4.9% | - |
 JD.com (JD.US) | 0.1% | 0% | 4.34% | 4/14/2025 |
 IBM (IBM) | 0.09% | 0% | 3.95% | 7/3/2025 |
 Trane (TT) | 0.09% | 0% | 8.61% | 4/20/2022 |
 Turning Point Brands (TPB) | 0.09% | 0% | 4.34% | 4/3/2025 |
 Toast (TOST) | 0.08% | 1.53% | 4.27% | - |
 Evolution (EVO.ST) | 0.07% | 0% | 9.32% | 11/19/2024 |
 Energy Select Sector SPDR (XLE) | 0.07% | 0% | 4.34% | 4/3/2025 |
 AbbVie (ABBV) | 0.07% | 0% | 4.74% | 3/1/2022 |
 Merck (MRK) | 0.07% | 0% | 8.45% | 4/18/2022 |
 Wise (WISE.L) | 0.07% | 0% | 4.66% | 7/19/2024 |
 Robinhood (HOOD) | 0.06% | 1.41% | 5.45% | - |
 Tencent Music (TME) | 0.06% | 0% | 4.34% | 7/8/2025 |
 XPeng (XPEV) | 0.06% | 0% | 2.53% | 6/13/2025 |
 Boston Scientific (BSX.US) | 0.06% | 0% | 3.32% | 7/8/2025 |
 Sunrun (RUN) | 0.06% | 0% | 8.61% | 4/20/2022 |
 Agnico Eagle (AEM) | 0.06% | 0% | 2.53% | 2/5/2025 |
 MDU Resources (MDU) | 0.06% | 0% | 2.76% | 4/4/2025 |
 Cameco (CCJ) | 0.06% | 0% | 2.84% | 4/3/2025 |
 Quanta Services (PWR) | 0.06% | 0% | 3.32% | 7/15/2025 |
 Lockheed Martin (LMT) | 0.06% | 0% | 4.74% | 3/1/2022 |
 Ulta (ULTA) | 0.06% | 0% | 7.03% | 11/19/2024 |
 Sprouts (SFM) | 0.06% | 0% | 2.13% | 5/8/2025 |
 Trimble (TRMB) | 0.06% | 0% | 2.76% | 3/26/2025 |
 ProShares UltraShort 20+ Year Treasury (TBT) | 0.06% | 0% | 1.58% | 4/29/2025 |
 FTA (YMM) | 0.05% | 0% | 2.37% | 2/14/2025 |
 Emcor (EME) | 0.05% | 0% | 2.92% | 7/10/2025 |
 SPDR Gold (GLD) | 0.05% | 0% | 2.13% | 2/5/2025 |
 KLA (KLAC) | 0.05% | 0% | 2.76% | 7/3/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.04% | 0% | 3.63% | 7/28/2023 |
 AT&T (T) | 0.04% | 0% | 2.37% | 7/10/2025 |
 NRG Energy (NRG) | 0.04% | 0% | 1.58% | 5/13/2025 |
 Hims & Hers (HIMS) | 0.04% | 0% | 1.97% | 2/27/2025 |
 Shake Shack (SHAK) | 0.03% | 0% | 1.82% | 3/21/2025 |
 Natural Grocers (NGVC) | 0.03% | 0% | 1.5% | 2/24/2025 |
 MercadoLibre (MELI) | 0.03% | 0% | 2.69% | 5/6/2024 |
 Supermicro (SMCI) | 0.03% | 1.44% | 1.58% | - |
 Shopify (SHOP) | 0.03% | 0% | 1.5% | 3/19/2025 |
 IHS (IHS) | 0.03% | 0% | 1.66% | 5/28/2025 |
 Uber (UBER) | 0.03% | 2.44% | 1.18% | - |
 ProShares UltraPro S&P 500 (UPRO) | 0.02% | 0% | 0.87% | 3/18/2025 |
 Wix (WIX) | 0.02% | 0% | 1.03% | 1/27/2025 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0.02% | 0% | 1.26% | 5/29/2025 |
 Berkshire Hathaway (BRK.B) | 0.02% | 1.83% | 1.11% | - |
 Gulfport (GPOR) | 0.02% | 0% | 0.95% | 7/2/2025 |
 DoorDash (DASH.US) | 0.02% | 0% | 0.55% | 3/28/2025 |
 Antero (AR.US) | 0.02% | 0% | 0.87% | 7/1/2025 |
 LandBridge Company LLC (LB) | 0.01% | 0% | 0.79% | 5/29/2025 |
 SPDR S&P Biotech ETF (XBI) | 0.01% | 0% | 0.87% | 2/12/2025 |
 Direxion Daily S&P 500 Bear 3X Shares (SPXS) | 0.01% | 0% | 1.03% | 1/6/2025 |
 BYD (01211.HK) | 0.01% | 2.52% | 0.47% | - |
 Mueller (MWA) | 0.01% | 0% | 0.39% | 3/26/2025 |
 Walmart (WMT) | 0.01% | 0% | 0.55% | 5/21/2025 |
 Gilead Sciences (GILD) | 0.01% | 0% | 0.47% | 7/15/2025 |
 Hess (HES) | 0.01% | 0% | 0.39% | 2/4/2025 |
 TRON (TRX) | 0.01% | 1% | 0.47% | - |
 Natural Gas (Non Expiry) (NATGAS) | 0.01% | 0% | 0.71% | 12/10/2024 |
 Lemonade (LMND) | 0.01% | 0% | 0.24% | 2/10/2025 |
 Solana (SOL) | 0% | 0% | 0.63% | 12/13/2024 |
 Coinbase (COIN) | 0% | 0% | 0.24% | 1/3/2022 |
 Huron (HURN) | 0% | 0% | 0.08% | 5/28/2025 |
 Invitae Corp (NVTAQ) | 0% | 0% | 0.24% | 1/3/2022 |
 Meituan (03690.HK) | 0% | 0% | 0.16% | 3/31/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Short Treasury Bond ETF (SHV) | 20.92% | 17.89% |
| VICI Properties (VICI) | 8.8% | 7.26% |
| Brookfield (BN.US) | 6.1% | 7.18% |
| iShares MSCI India ETF (INDA) | 6.97% | 6.04% |
| Alphabet (GOOG) | 4.71% | 5.22% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 6.97% | 5.2% |
| Microsoft (MSFT) | 4.71% | 4.63% |
| Amazon (AMZN) | 4.1% | 4.6% |
| S&P Global (SPGI) | 4.36% | 4.56% |
| Tesla (TSLA) | 3.05% | 4.21% |
| Costco (COST) | 2.88% | 3.95% |
| Netflix (NFLX) | 1.59% | 3.29% |
| TSMC (TSM) | 2.4% | 2.93% |
| Apple (AAPL) | 2.35% | 2.86% |
| Texas Roadhouse (TXRH) | 1.96% | 2.48% |
| Fortinet (FTNT) | 1.48% | 2.23% |
| JPMorgan (JPM) | 1.39% | 2.21% |
| SPDR S&P 500 ETF (SPY) | 2.61% | 1.99% |
| Brookfield (BAM) | 1.74% | 1.85% |
| Direxion Daily S&P 500 Bear 3X Shares (SPXS) | 1.74% | 1.58% |
| ASML (ASML) | 1.74% | 1.52% |
| Meta (META) | 1.74% | 1.46% |