Portfolio Diversification
Range
Most Diversified
58 instruments
May 16, 2024
Least Diversified
0 instruments
February 2, 2025
Average
42.3 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
META99.91%
MSFT99.91%
AMZN99.91%
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 |
|---|---|---|---|---|
 SPDR Gold (GLD) | 9.67% | 0% | 99.91% | 2/1/2025 |
| Alphabet (GOOG) | 3.89% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 3.87% | 0% | 99.91% | 2/1/2025 |
| Meta (META) | 3.25% | 0% | 99.91% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 3.12% | 0% | 99.91% | 2/1/2025 |
| Apple (AAPL) | 3.06% | 0% | 99.91% | 2/1/2025 |
 Mastercard (MA) | 2.33% | 0% | 99.91% | 2/1/2025 |
| Amazon (AMZN) | 2.23% | 0% | 99.91% | 2/1/2025 |
 NVIDIA (NVDA) | 2.17% | 0% | 99.91% | 2/1/2025 |
 Ethereum (ETH) | 2.09% | 0% | 99.91% | 2/1/2025 |
 LVMH (MC.PA) | 2.07% | 0% | 75.73% | 5/10/2024 |
 iShares MSCI India ETF (INDA) | 1.98% | 0% | 74% | 2/1/2025 |
 Energy Select Sector SPDR (XLE) | 1.69% | 0% | 71.17% | 5/9/2024 |
 Bitcoin (BTC) | 1.67% | 0% | 99.91% | 2/1/2025 |
 Eni (ENI.MI) | 1.63% | 0% | 99.91% | 2/1/2025 |
 Fortinet (FTNT) | 1.49% | 0% | 75.64% | 5/9/2024 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 1.38% | 0% | 99.91% | 2/1/2025 |
 Visa (V) | 1.3% | 0% | 99.91% | 2/1/2025 |
 Glencore (GLEN.L) | 0.96% | 0% | 75.73% | 5/10/2024 |
 Crowdstrike (CRWD) | 0.9% | 0% | 99.91% | 2/1/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.83% | 0% | 43.25% | 5/9/2024 |
 Wells Fargo (WFC) | 0.8% | 0% | 96.35% | 2/1/2025 |
 Utilities Select Sector SPDR (XLU) | 0.75% | 0% | 49.73% | 5/9/2024 |
 Bank of America (BAC) | 0.72% | 0% | 75.64% | 5/9/2024 |
 Vertex (VRTX) | 0.71% | 0% | 60.22% | 2/1/2025 |
 Global X Uranium ETF (URA) | 0.65% | 0% | 74% | 2/1/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.63% | 0% | 42.34% | 2/1/2025 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.61% | 0% | 49.73% | 5/9/2024 |
 Eli Lilly (LLY) | 0.59% | 0% | 42.34% | 2/1/2025 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.57% | 0% | 43.25% | 5/9/2024 |
 BBVA (BBVA.US) | 0.49% | 0% | 65.78% | 2/1/2025 |
 Build and Build (BNB) | 0.45% | 0% | 69.25% | 2/28/2024 |
 TSMC (TSM) | 0.43% | 0% | 23.81% | 2/1/2025 |
 Nike (NKE) | 0.43% | 0% | 67.7% | 5/9/2024 |
 AMD (AMD) | 0.42% | 0% | 42.34% | 2/1/2025 |
 Phinia (PHIN) | 0.42% | 0% | 23.81% | 2/1/2025 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.4% | 0% | 25.91% | 10/25/2022 |
 Salesforce (CRM) | 0.39% | 0% | 42.34% | 2/1/2025 |
 Pilbara Minerals (PLS.ASX) | 0.36% | 0% | 35.95% | 5/10/2024 |
 VICI Properties (VICI) | 0.36% | 0% | 43.34% | 5/9/2024 |
 McKesson (MCK) | 0.36% | 0% | 67.61% | 2/1/2025 |
 Aker BP (AKRBP.OL) | 0.34% | 0% | 36.04% | 5/10/2024 |
 AerCap (AER) | 0.32% | 0% | 24.27% | 2/1/2025 |
 Occidental (OXY) | 0.3% | 0% | 35.95% | 5/9/2024 |
 Norsk Hydro (NHY.OL) | 0.28% | 0% | 43.34% | 5/10/2024 |
 Ardmore Shipping (ASC) | 0.26% | 0% | 24.27% | 2/1/2025 |
 Tenaris (TS) | 0.24% | 0% | 23.81% | 2/1/2025 |
 Subsea 7 (SUBC.OL) | 0.24% | 0% | 36.04% | 5/10/2024 |
 MercadoLibre (MELI) | 0.24% | 0% | 11.31% | 5/5/2022 |
 Teekay Tankers (TNK) | 0.22% | 0% | 23.81% | 2/1/2025 |
 International Seaways (INSW) | 0.22% | 0% | 23.81% | 2/1/2025 |
 HSBC (HSBA.L) | 0.21% | 0% | 43.34% | 5/10/2024 |
 Teck (TECK) | 0.2% | 0% | 43.34% | 5/9/2024 |
 Brandywine (BDN) | 0.19% | 0% | 23.72% | 2/1/2025 |
 Enact (ACT) | 0.18% | 0% | 24.27% | 2/1/2025 |
 Baidu (BIDU) | 0.17% | 0% | 23.72% | 2/1/2025 |
 Fortuna Silver (FSM) | 0.17% | 0% | 23.81% | 2/1/2025 |
 Raytheon (RTX) | 0.17% | 0% | 23.81% | 2/1/2025 |
 Cloudflare (NET) | 0.16% | 0% | 11.31% | 5/5/2022 |
 Danaos (DAC) | 0.15% | 0% | 23.72% | 2/1/2025 |
 Ranger Energy Services (RNGR) | 0.15% | 0% | 23.72% | 2/1/2025 |
 Piedmont (PDM) | 0.14% | 0% | 23.72% | 2/1/2025 |
 Teekay (TK) | 0.14% | 0% | 23.81% | 2/1/2025 |
 Airbnb (ABNB) | 0.13% | 0% | 42.34% | 2/1/2025 |
 Amgen (AMGN) | 0.13% | 0% | 24.27% | 2/1/2025 |
 Applied Materials (AMAT) | 0.13% | 0% | 24.27% | 2/1/2025 |
 Merck (MRK) | 0.13% | 0% | 23.72% | 2/1/2025 |
 Datadog (DDOG) | 0.13% | 0% | 11.31% | 5/5/2022 |
 StealthGas (GASS) | 0.12% | 0% | 23.72% | 2/1/2025 |
 Vermilion (VET) | 0.11% | 0% | 23.81% | 2/1/2025 |
 Ambac (AMBC) | 0.11% | 0% | 24.27% | 2/1/2025 |
 Atlassian (TEAM) | 0.11% | 0% | 11.31% | 5/5/2022 |
 Cosmos (ATOM) | 0.11% | 0% | 26.73% | 11/4/2022 |
 Green Brick (GRBK) | 0.1% | 0% | 23.72% | 2/1/2025 |
 Solana (SOL) | 0.1% | 0% | 25.91% | 10/25/2022 |
 Costco (COST) | 0.1% | 0% | 23.72% | 2/1/2025 |
 M/I Homes (MHO) | 0.1% | 0% | 23.72% | 2/1/2025 |
 ASML (ASML) | 0.1% | 0% | 24.27% | 2/1/2025 |
 Luminar (LAZR) | 0.1% | 0% | 8.76% | 4/7/2022 |
 Axie Infinity (AXS) | 0.09% | 0% | 25.91% | 10/25/2022 |
 Moderna (MRNA) | 0.09% | 0% | 23.72% | 2/1/2025 |
 Sea (SE) | 0.09% | 0% | 5.93% | 3/7/2022 |
 First Majestic (AG) | 0.09% | 0% | 24.27% | 2/1/2025 |
 Estee Lauder (EL) | 0.09% | 0% | 18.07% | 5/9/2024 |
 Recursion Pharmaceuticals (RXRX) | 0.09% | 0% | 23.72% | 2/1/2025 |
 BioCryst (BCRX) | 0.09% | 0% | 24.27% | 2/1/2025 |
 Block Inc. (XYZ) | 0.09% | 0% | 11.31% | 5/5/2022 |
 Polkadot (DOT) | 0.08% | 0% | 26.73% | 11/4/2022 |
 XRP (XRP) | 0.08% | 0% | 25.91% | 10/25/2022 |
 Micron (MU) | 0.08% | 0% | 23.72% | 2/1/2025 |
 Photronics (PLAB) | 0.08% | 0% | 23.72% | 2/1/2025 |
 Freeport-McMoRan (FCX) | 0.06% | 0% | 3.47% | 2/7/2022 |
 Cardano (ADA) | 0.06% | 0% | 7.94% | 3/29/2022 |
 JPMorgan (JPM) | 0.05% | 0% | 3.47% | 2/7/2022 |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 0.05% | 0% | 6.39% | 1/12/2023 |
 SPDR S&P 500 ETF (SPY) | 0.04% | 0% | 3.01% | 1/12/2023 |
 Burberry (BRBY.L) | 0.04% | 0% | 18.16% | 5/10/2024 |
 PayPal (PYPL) | 0.03% | 0% | 3.47% | 2/7/2022 |
 USD/CAD (USDCAD) | 0.02% | 0% | 0.46% | 5/24/2022 |
 EUR/GBP (EURGBP) | 0.01% | 0% | 0.46% | 5/24/2022 |
 AUD/USD (AUDUSD) | 0.01% | 0% | 0.46% | 5/24/2022 |
 AUD/JPY (AUDJPY) | 0.01% | 0% | 0.46% | 5/24/2022 |
 American Tower (AMT) | 0.01% | 0% | 1.55% | 1/30/2023 |
 F45 (FXLV) | 0.01% | 0% | 0.91% | 11/28/2022 |
 Harmony Gold (HMY) | 0.01% | 0% | 0.55% | 12/5/2022 |
 Vertiv (VRT) | 0% | 0% | 0.82% | 11/25/2022 |
 KE Holdings (BEKE) | 0% | 0% | 0.09% | 12/6/2022 |
 Kingsoft Cloud (KC) | 0% | 0% | 0.27% | 2/2/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR Gold (GLD) | 5.93% | 7.08% |
| NVIDIA (NVDA) | 1.04% | 4.32% |
| Meta (META) | 1.08% | 4.01% |
| Alphabet (GOOG) | 3.26% | 3.8% |
| Amazon (AMZN) | 3.11% | 3.33% |
| Microsoft (MSFT) | 2.12% | 3.24% |
| Mastercard (MA) | 2% | 2.54% |
| Bitcoin (BTC) | 1.48% | 2.52% |
| Ethereum (ETH) | 2.22% | 2.17% |
| TSMC (TSM) | 1.69% | 1.94% |
| Apple (AAPL) | 1.5% | 1.87% |
| Eli Lilly (LLY) | 1.99% | 1.84% |
| Phinia (PHIN) | 1.93% | 1.79% |
| iShares MSCI India ETF (INDA) | 1.65% | 1.75% |
| Berkshire Hathaway (BRK.B) | 1.19% | 1.58% |
| Novo Nordisk (NOVO-B.CO) | 2.28% | 1.5% |
| Vertex (VRTX) | 1.52% | 1.39% |
| Crowdstrike (CRWD) | 1.33% | 1.38% |
| AerCap (AER) | 1.48% | 1.33% |
| Salesforce (CRM) | 1.1% | 1.32% |
| Eni (ENI.MI) | 1.48% | 1.32% |
| Tenaris (TS) | 1.24% | 1.14% |
| Wells Fargo (WFC) | 1.04% | 1.04% |
| AMD (AMD) | 1.04% | 0.9% |
| Brandywine (BDN) | 0.89% | 0.86% |
| Global X Uranium ETF (URA) | 0.74% | 0.8% |
| Ardmore Shipping (ASC) | 1.48% | 0.76% |
| Ranger Energy Services (RNGR) | 0.59% | 0.75% |
| BBVA (BBVA.US) | 0.65% | 0.72% |
| Enact (ACT) | 0.8% | 0.7% |
| Raytheon (RTX) | 0.74% | 0.69% |
| Baidu (BIDU) | 1.04% | 0.68% |
| Teekay Tankers (TNK) | 1.33% | 0.66% |
| International Seaways (INSW) | 1.33% | 0.66% |
| Piedmont (PDM) | 0.59% | 0.63% |
| Fortuna Silver (FSM) | 0.89% | 0.63% |
| iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.61% | 0.63% |
| Danaos (DAC) | 0.74% | 0.6% |
| McKesson (MCK) | 0.44% | 0.57% |
| Teekay (TK) | 0.74% | 0.5% |
| Merck (MRK) | 0.74% | 0.48% |
| Ambac (AMBC) | 0.8% | 0.47% |
| Amgen (AMGN) | 0.65% | 0.46% |
| Visa (V) | 0.38% | 0.46% |
| Vermilion (VET) | 0.65% | 0.44% |
| Applied Materials (AMAT) | 0.65% | 0.44% |
| Costco (COST) | 0.44% | 0.44% |
| StealthGas (GASS) | 0.59% | 0.43% |
| M/I Homes (MHO) | 0.44% | 0.38% |
| Green Brick (GRBK) | 0.44% | 0.37% |
| BioCryst (BCRX) | 0.3% | 0.36% |
| Recursion Pharmaceuticals (RXRX) | 0.59% | 0.34% |
| ASML (ASML) | 0.5% | 0.33% |
| First Majestic (AG) | 0.5% | 0.32% |
| Photronics (PLAB) | 0.44% | 0.3% |
| Airbnb (ABNB) | 0.3% | 0.28% |
| Micron (MU) | 0.44% | 0.25% |
| Moderna (MRNA) | 0.74% | 0.2% |