Portfolio Diversification
Range
Most Diversified
54 instruments
August 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
29.7 instruments
Most Consistent Holdings
Top 5
MSFT99.87%
NKE99.87%
PSH.L99.87%
ADA99.87%
XLM99.87%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 14.47% | 0% | 99.87% | 2/1/2025 |
| Nike (NKE) | 10.63% | 0% | 99.87% | 2/1/2025 |
| Pershing Square (PSH.L) | 7.12% | 0% | 99.87% | 2/1/2025 |
 Disney (DIS) | 5.21% | 0% | 50.46% | 1/23/2024 |
 Coca-Cola (KO) | 5.13% | 0% | 80.21% | 2/1/2025 |
 TRON (TRX) | 3.81% | 0% | 99.87% | 2/1/2025 |
 Pfizer (PFE) | 3.57% | 0% | 91.9% | 12/3/2024 |
 Ford (F) | 3.23% | 0% | 91.9% | 12/3/2024 |
 Altria (MO) | 2.96% | 0% | 78.62% | 2/1/2025 |
 Waste Management (WM) | 2.43% | 0% | 48.07% | 8/5/2024 |
 Snam (SRG.MI) | 2.33% | 0% | 80.21% | 2/1/2025 |
 Main Street Capital (MAIN) | 2.02% | 0% | 89.38% | 2/1/2025 |
 Bristol-Myers Squibb (BMY) | 1.71% | 0% | 55.11% | 7/26/2024 |
 SoFi (SOFI) | 1.66% | 0% | 97.74% | 1/16/2025 |
 ONEOK (OKE) | 1.58% | 0% | 51.66% | 11/20/2024 |
 Kraft Heinz (KHC) | 1.57% | 0% | 68.53% | 2/1/2025 |
 Tesla (TSLA) | 1.55% | 0% | 14.61% | 2/1/2025 |
| Cardano (ADA) | 1.55% | 0% | 99.87% | 2/1/2025 |
 Walgreens (WBA) | 1.49% | 0% | 52.19% | 2/5/2024 |
 NVIDIA (NVDA) | 1.37% | 0% | 30.28% | 2/1/2025 |
 Intel (INTC) | 1.36% | 0% | 66.4% | 8/2/2024 |
 Verizon (VZ) | 0.99% | 0% | 48.61% | 1/9/2024 |
 AT&T (T) | 0.93% | 0% | 48.61% | 1/9/2024 |
 Apple (AAPL) | 0.93% | 0% | 27.09% | 3/21/2024 |
| Stellar (XLM) | 0.76% | 0% | 99.87% | 2/1/2025 |
 Ahold (AD.NV) | 0.74% | 0% | 69.59% | 11/13/2024 |
 IIPR (IIPR) | 0.73% | 0% | 50.86% | 7/16/2024 |
 Iron Mountain (IRM) | 0.69% | 0% | 42.63% | 6/17/2024 |
 BioNano (BNGO) | 0.62% | 0% | 28.69% | 8/8/2023 |
 Kinross Gold (KGC) | 0.53% | 0% | 62.28% | 2/1/2025 |
 Occidental (OXY) | 0.52% | 0% | 23.37% | 1/18/2024 |
 ABN AMRO (ABN.NV) | 0.5% | 0% | 39.58% | 10/14/2024 |
 Amplifon (AMP.MI) | 0.49% | 0% | 31.74% | 2/1/2025 |
 Enbridge (ENB) | 0.46% | 0% | 30.15% | 1/18/2024 |
 SuRo Capital (SSSS) | 0.4% | 0% | 35.86% | 10/5/2023 |
 Clearway Energy (CWEN) | 0.39% | 0% | 34.53% | 1/23/2024 |
 Amazon (AMZN) | 0.33% | 0% | 30.68% | 1/23/2024 |
 Estee Lauder (EL) | 0.32% | 0% | 26.83% | 1/23/2024 |
 Nano Dimension (NNDM) | 0.32% | 0% | 35.86% | 10/5/2023 |
 Matterport (MTTR) | 0.31% | 0% | 42.63% | 4/22/2024 |
 ING (INGA.NV) | 0.29% | 0% | 34.53% | 1/23/2024 |
 Central Puerto (CEPU) | 0.23% | 0% | 17.8% | 2/1/2025 |
 Simon (SPG) | 0.22% | 0% | 30.15% | 1/18/2024 |
 Kinder Morgan (KMI) | 0.21% | 0% | 30.15% | 1/18/2024 |
 Mediobanca (MB.MI) | 0.2% | 0% | 15.8% | 5/3/2023 |
 Flow Traders (FLOW.NV) | 0.16% | 0% | 30.81% | 1/23/2024 |
 AbbVie (ABBV) | 0.16% | 0% | 15.67% | 1/23/2024 |
 PATRIZIA (PAT.DE) | 0.16% | 0% | 34.53% | 1/23/2024 |
 TotalEnergies (TTE.PA) | 0.14% | 0% | 15.27% | 1/19/2024 |
 Kimberly-Clark (KMB) | 0.14% | 0% | 21.78% | 1/18/2024 |
 Teva (TEVA) | 0.13% | 0% | 44.22% | 1/15/2025 |
 Philip Morris (PM) | 0.13% | 0% | 30.15% | 1/18/2024 |
 YPF (YPF) | 0.13% | 0% | 9.69% | 2/1/2025 |
 Mondelez (MDLZ) | 0.12% | 0% | 28.15% | 1/8/2024 |
 Energy Transfer (ET) | 0.12% | 0% | 12.75% | 9/6/2023 |
 Albemarle (ALB) | 0.11% | 0% | 21.12% | 5/27/2024 |
 CNR (CNI) | 0.11% | 0% | 7.97% | 1/23/2024 |
 Grupo Financiero Galicia (GGAL) | 0.11% | 0% | 9.69% | 2/1/2025 |
 Alphabet (GOOG) | 0.1% | 0% | 9.96% | 2/23/2024 |
 Johnson Matthey (JMAT.L) | 0.09% | 0% | 11.95% | 9/1/2023 |
 ROIC (ROIC) | 0.09% | 0% | 26.43% | 1/8/2024 |
 Takeda (TAK) | 0.07% | 0% | 26.16% | 2/1/2025 |
 Signify (LIGHT.NV) | 0.07% | 0% | 12.75% | 9/6/2023 |
 PostNL (PNL.NV) | 0.07% | 0% | 15.94% | 1/23/2024 |
 Paramount (PARA) | 0.06% | 0% | 8.37% | 8/4/2023 |
 MercadoLibre (MELI) | 0.05% | 0% | 3.05% | 12/6/2024 |
 Sony (SONY) | 0.05% | 0% | 10.76% | 1/21/2025 |
 Enterprise Products (EPD) | 0.05% | 0% | 8.5% | 8/4/2023 |
 iShares MSCI India ETF (INDA) | 0.04% | 0% | 24.57% | 1/17/2024 |
 Gevo (GEVO) | 0.03% | 0% | 8.9% | 8/8/2023 |
 Levi's (LEVI) | 0.03% | 0% | 4.52% | 7/5/2023 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.02% | 0% | 7.57% | 1/23/2024 |
 Sirius XM (SIRI) | 0.02% | 0% | 2.52% | 6/27/2023 |
 Uber (UBER) | 0.01% | 0% | 6.91% | 6/25/2024 |
 Hedera Hashgraph (HBAR) | 0.01% | 0% | 8.63% | 2/1/2025 |
 MFE (MFEB.MI) | 0% | 0% | 1.33% | 6/12/2023 |
 Chewy (CHWY) | 0% | 0% | 1.46% | 5/29/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 20.7% | 20.07% |
| Tesla (TSLA) | 11.6% | 14.01% |
| Nike (NKE) | 13.98% | 9.64% |
| Pershing Square (PSH.L) | 8.63% | 8.6% |
| NVIDIA (NVDA) | 7.31% | 6.41% |
| Coca-Cola (KO) | 6.65% | 5.95% |
| TRON (TRX) | 2.63% | 5.51% |
| Altria (MO) | 4.73% | 4.98% |
| SoFi (SOFI) | 2.07% | 3.51% |
| Main Street Capital (MAIN) | 2.66% | 3.05% |
| Cardano (ADA) | 2.11% | 2.9% |
| Kraft Heinz (KHC) | 3.43% | 2.66% |
| Snam (SRG.MI) | 2.56% | 2.02% |
| Amplifon (AMP.MI) | 2.54% | 1.89% |
| Stellar (XLM) | 1.08% | 1.62% |
| Kinross Gold (KGC) | 1.48% | 1.61% |
| Central Puerto (CEPU) | 1.3% | 1.51% |
| YPF (YPF) | 1.18% | 1.11% |
| Grupo Financiero Galicia (GGAL) | 1.21% | 1.08% |
| Teva (TEVA) | 0.52% | 0.58% |
| Sony (SONY) | 0.57% | 0.55% |
| Takeda (TAK) | 0.42% | 0.34% |
| Hedera Hashgraph (HBAR) | 0.08% | 0.12% |