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Portfolio Diversification
Range
Most Diversified
84 instruments
April 8, 2025
Least Diversified
0 instruments
February 2, 2025
Average
71.6 instruments
Most Consistent Holdings
Top 5
LMT99.3%
NEE99.3%
EIX99.3%
9988.HK99.3%
EWW99.3%
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 |
|---|---|---|---|---|
 Alphabet (GOOG) | 7.98% | 6.46% | 99.25% | - |
| NextEra (NEE) | 3.18% | 0.87% | 99.3% | - |
 iShares MSCI China ETF (MCHI) | 2.32% | 1.34% | 99.19% | - |
 CVS Health (CVS) | 2.09% | 0% | 88.39% | 4/6/2026 |
 SBA (SBAC) | 1.84% | 0% | 88.85% | 4/15/2026 |
 Tesla (TSLA) | 1.71% | 0.68% | 99.13% | - |
 Corning (GLW) | 1.63% | 0% | 76.71% | 9/16/2025 |
 Novo Nordisk (NOVO-B.CO) | 1.57% | 0.64% | 98.84% | - |
| iShares MSCI Mexico ETF (EWW) | 1.44% | 1.39% | 99.3% | - |
 NVIDIA (NVDA) | 1.42% | 0% | 50.41% | 6/18/2024 |
 Johnson & Johnson (JNJ) | 1.33% | 0.92% | 99.25% | - |
 iShares China Large-Cap ETF (FXI) | 1.21% | 0.8% | 99.19% | - |
 Bristol-Myers Squibb (BMY) | 1.21% | 0.98% | 99.25% | - |
 Apple (AAPL) | 1.19% | 1.48% | 98.9% | - |
 Waste Management (WM) | 1.1% | 1.06% | 98.9% | - |
 AbbVie (ABBV) | 1.09% | 1.31% | 99.13% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 1.07% | 1.09% | 98.95% | - |
 DaVita (DVA) | 1.05% | 1.04% | 99.19% | - |
| Lockheed Martin (LMT) | 1% | 0.96% | 99.3% | - |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.83% | 0% | 76.66% | 9/16/2025 |
 iShares MSCI Thailand ETF (THD) | 0.83% | 0.36% | 99.13% | - |
| Alibaba (9988.HK) | 0.8% | 0.85% | 99.3% | - |
 Xinyi Solar (0968.HK) | 0.76% | 0% | 61.67% | 12/31/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.73% | 0% | 28.16% | 5/26/2023 |
 Ishares Russell 2000 ETF (IWM) | 0.73% | 0% | 58.13% | 10/30/2024 |
 Global X Cloud Computing ETF (CLOU) | 0.68% | 0% | 63.3% | 1/28/2025 |
 iShares U.S. Medical Devices ETF (IHI) | 0.65% | 0% | 62.89% | 1/21/2025 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.64% | 0.83% | 99.25% | - |
 Direxion Daily MSCI Brazil Bull 2X ETF (BRZU) | 0.6% | 1.01% | 55.69% | - |
 GCL (3800.HK) | 0.59% | 0.19% | 99.07% | - |
| Edison (EIX) | 0.57% | 0.38% | 99.3% | - |
 Invesco NASDAQ Next Gen 100 ETF (QQQJ) | 0.56% | 0% | 58.13% | 10/30/2024 |
 iShares Semiconductor ETF (SOXX) | 0.55% | 0% | 28.16% | 5/26/2023 |
 Xiaomi (1810.HK) | 0.49% | 0.45% | 99.13% | - |
 Digital Realty (DLR) | 0.48% | 0% | 67.25% | 4/7/2025 |
 Merck (MRK) | 0.47% | 0.43% | 99.13% | - |
 Skyworks (SWKS) | 0.46% | 0% | 82.81% | 12/31/2025 |
 Alibaba (BABA) | 0.46% | 0.39% | 98.9% | - |
 Crown Castle (CCI) | 0.4% | 0% | 82.81% | 12/31/2025 |
 ProShares Short S&P500 (SH) | 0.38% | 0.27% | 57.26% | - |
 Amazon (AMZN) | 0.37% | 0% | 41.35% | 1/12/2024 |
 ARK Blockchain & Fintech Innovation ETF (ARKF) | 0.37% | 0% | 72.01% | 6/30/2025 |
 Global X Uranium ETF (URA) | 0.35% | 0.13% | 57.9% | - |
 B2Gold (BTG.US) | 0.33% | 0.58% | 59.87% | - |
 Deere (DE) | 0.31% | 0.49% | 59.81% | - |
 Petrobras (PBR) | 0.31% | 0.24% | 41% | - |
 PepsiCo (PEP) | 0.3% | 0.43% | 55.34% | - |
 US Global Jets ETF (JETS) | 0.29% | 0.19% | 92.1% | - |
 Riot (RIOT) | 0.28% | 0% | 57.9% | 6/1/2026 |
 SGL Carbon (SGL.DE) | 0.27% | 0% | 23.4% | 3/3/2023 |
 Kingsoft (3888.HK) | 0.27% | 0% | 85.13% | 2/12/2026 |
 Duerr (DUE.DE) | 0.27% | 0% | 71.31% | 2/11/2026 |
 Invesco QQQ (QQQ) | 0.26% | 0% | 42.22% | 4/17/2026 |
 State Street SPDR Dow Jones In (DIA.US) | 0.26% | 0.4% | 64.69% | - |
 TeamViewer (TMV.DE) | 0.25% | 0% | 58.13% | 10/30/2024 |
 Siemens Gamesa Renewable Energy SA (SGRE.MC) | 0.25% | 0% | 21.95% | 2/6/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 0.25% | 0% | 54.65% | 4/17/2026 |
 Jenoptik (JEN.DE) | 0.25% | 0% | 43.79% | 2/23/2024 |
 SMIC (00981.HK) | 0.24% | 0% | 25.67% | 4/12/2023 |
 Orsted (ORSTED.CO) | 0.24% | 0% | 78.63% | 12/22/2025 |
 Barrick (B) | 0.23% | 0.49% | 57.96% | - |
 ProShares Short QQQ ETF (PSQ) | 0.23% | 0.08% | 57.26% | - |
 Chevron (CVX.US) | 0.22% | 0% | 57.14% | 10/16/2026 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.21% | 0.23% | 65.33% | - |
 Meta (META) | 0.21% | 0% | 42.57% | 2/2/2024 |
 General Mills (GIS) | 0.21% | 0.39% | 37.22% | - |
 Ping An Healthcare (1833.HK) | 0.21% | 0% | 61.67% | 12/31/2024 |
 iShares Russell Mid-Cap Value ETF (IWS) | 0.19% | 0% | 43.5% | 2/29/2024 |
 Nordex (NDX1.DE) | 0.19% | 0% | 16.9% | 1/13/2023 |
 Aramco (SAOC) | 0.19% | 0.28% | 57.49% | - |
 Invesco Solar ETF (TAN) | 0.18% | 0% | 18.18% | 11/25/2022 |
 Chewy (CHWY) | 0.17% | 0% | 58.13% | 10/30/2024 |
 Palantir (PLTR) | 0.17% | 0% | 42.97% | 2/9/2024 |
 iShares Russell 2000 Value ETF (IWN) | 0.17% | 0% | 57.55% | 10/30/2024 |
 ExxonMobil (XOM) | 0.17% | 0% | 56.1% | 10/16/2026 |
 iShares Russell Mid-Cap ETF (IWR) | 0.17% | 0% | 43.79% | 2/29/2024 |
 Okta (OKTA) | 0.16% | 0% | 83.86% | 2/11/2026 |
 iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) | 0.16% | 0.19% | 65.56% | - |
 Block Inc. (XYZ) | 0.16% | 0% | 61.67% | 12/31/2024 |
 Qorvo (QRVO) | 0.14% | 0% | 85.37% | 5/26/2026 |
 Comcast (CMCSA) | 0.13% | 0.07% | 92.97% | - |
 Ingredion (INGR) | 0.13% | 0% | 10.57% | 11/25/2022 |
 ADM (ADM) | 0.13% | 0.29% | 36.99% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.13% | 0.33% | 56.62% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.12% | 0.98% | 20.62% | - |
 Tattooed Chef Inc (TTCFQ) | 0.12% | 0% | 31.53% | 8/2/2023 |
 UPS (UPS) | 0.12% | 0.28% | 37.11% | - |
 L'Oréal (OR.PA) | 0.11% | 0% | 56.39% | 1/15/2026 |
 Azimut (AZM.MI) | 0.1% | 0.2% | 53.31% | - |
 Logista (LOG.MC) | 0.1% | 0% | 24.74% | 5/2/2025 |
 ELMOS (ELG.DE) | 0.1% | 0% | 28.63% | 7/8/2025 |
 SAP (SAP.DE) | 0.09% | 0% | 22.24% | 5/26/2023 |
 Marathon Petroleum (MPC) | 0.09% | 0% | 32.87% | 8/12/2026 |
 Unilever (ULVR.L) | 0.09% | 0% | 11.32% | 7/15/2022 |
 ANSYS (ANSS) | 0.09% | 0% | 20.38% | 3/3/2023 |
 Global X Lithium & Battery Tech ETF (LIT.US) | 0.08% | 0% | 61.03% | 12/31/2024 |
 Moncler (MONC.MI) | 0.08% | 0% | 47.21% | 4/17/2026 |
 Warner Bros Discovery (WBD) | 0.08% | 0% | 55.81% | 12/31/2024 |
 Mastercard (MA) | 0.08% | 0.1% | 22.07% | - |
 VanEck Vectors Russia ETF (RSX) | 0.07% | 0% | 22.88% | 2/22/2023 |
 Lamb Weston (LW) | 0.07% | 0% | 17.02% | 10/27/2025 |
 Cisco (CSCO) | 0.07% | 0% | 33.04% | 7/3/2025 |
 Nemetschek (NEM.DE) | 0.07% | 0% | 57.78% | 10/30/2024 |
 LVMH (MC.PA) | 0.06% | 0% | 16.61% | 1/15/2026 |
 Cheniere (LNG) | 0.06% | 0.14% | 14.63% | - |
 Gestamp (GEST.MC) | 0.06% | 0% | 32.64% | 7/29/2025 |
 Douyu (DOYU) | 0.06% | 0% | 45.7% | 3/28/2024 |
 RBI (QSR) | 0.05% | 0.17% | 31.65% | - |
 EA (EA) | 0.05% | 0% | 15.39% | 10/30/2024 |
 iShares U.S. Energy ETF (IYE) | 0.05% | 0% | 8.77% | 7/13/2026 |
 GLPI (GLPI) | 0.05% | 0.11% | 33.86% | - |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.04% | 0.36% | 19.69% | - |
 SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 0.04% | 0% | 9.99% | 8/12/2026 |
 Amplifon (AMP.MI) | 0.04% | 0.12% | 31.07% | - |
 iShares MSCI India ETF (INDA) | 0.04% | 0% | 21.89% | 2/19/2026 |
 American Tower (AMT) | 0.04% | 0.13% | 25.73% | - |
 SiNtx (SINT) | 0.04% | 0% | 32.23% | 8/9/2023 |
 Invitation Homes (INVH) | 0.04% | 0% | 17.13% | 4/15/2026 |
 Salesforce (CRM) | 0.03% | 0% | 19.16% | 3/31/2023 |
 Canadian Solar (CSIQ) | 0.03% | 0% | 3.83% | 3/8/2022 |
 Pfizer (PFE) | 0.03% | 0% | 22.24% | 2/11/2026 |
 Bayer (BAYN.DE) | 0.03% | 0% | 4.36% | 3/17/2022 |
 Nike (NKE) | 0.03% | 0% | 9.93% | 6/27/2025 |
 Kimco (KIM) | 0.03% | 0% | 10.34% | 8/22/2025 |
 Regency Centers (REG) | 0.03% | 0% | 19.16% | 2/4/2026 |
 BioNTech SE (BNTX) | 0.03% | 0% | 16.43% | 10/30/2024 |
 Stanley Black & Decker (SWK) | 0.03% | 0% | 14.29% | 9/17/2025 |
 Verizon (VZ) | 0.03% | 0.16% | 15.85% | - |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.03% | 0% | 4.41% | 3/18/2022 |
 Freeport-McMoRan (FCX) | 0.03% | 0% | 3.83% | 3/8/2022 |
 Best Buy (BBY) | 0.03% | 0% | 9.12% | 11/25/2022 |
 Sprouts (SFM) | 0.02% | 0% | 3.83% | 3/8/2022 |
 Microchip (MCHP) | 0.02% | 0% | 8.65% | 7/3/2025 |
 Stewart (STC) | 0.02% | 0% | 11.09% | 4/24/2026 |
 Discovery Inc (DISCA) | 0.02% | 0% | 5.87% | 4/12/2022 |
 LKQ (LKQ) | 0.02% | 0% | 5.28% | 4/8/2025 |
 Seagate (STX.US) | 0.02% | 0% | 10.1% | 4/6/2026 |
 Everest (EG) | 0.02% | 0% | 9.99% | 9/4/2025 |
 Hexcel (HXL) | 0.02% | 0% | 8.89% | 10/1/2025 |
 Plug Power (PLUG) | 0.02% | 0.08% | 10.86% | - |
 BASF (BAS.DE) | 0.01% | 0% | 6.79% | 10/25/2022 |
 Graphic Packaging (GPK) | 0.01% | 0% | 7.55% | 9/11/2025 |
 Hasbro (HAS) | 0.01% | 0% | 5.75% | 4/24/2025 |
 Thermo Fisher (TMO) | 0.01% | 0% | 7.61% | 10/1/2025 |
 ASML (ASML) | 0.01% | 0% | 7.49% | 6/17/2025 |
 iShares MSCI South Korea ETF (EWY) | 0.01% | 0% | 2.56% | 3/18/2026 |
 Southern Co (SO) | 0.01% | 0% | 4.82% | 4/7/2025 |
 Vir (VIR) | 0.01% | 0% | 4.99% | 5/26/2023 |
 AeroVironment (AVAV) | 0.01% | 0.05% | 14.34% | - |
 Oklo (OKLO) | 0.01% | 0.04% | 14.63% | - |
 Southern Copper (SCCO) | 0.01% | 0% | 3.83% | 3/8/2022 |
 MasTec (MTZ) | 0.01% | 0% | 7.38% | 3/11/2026 |
 MercadoLibre (MELI) | 0.01% | 0% | 4.36% | 3/17/2022 |
 United States Oil Fund (USO) | 0.01% | 0% | 6.39% | 4/6/2026 |
 Albemarle (ALB) | 0.01% | 0.09% | 7.49% | - |
 Charles Schwab (SCHW) | 0.01% | 0% | 7.03% | 2/11/2026 |
 Repsol (REP.MC) | 0.01% | 0% | 3.08% | 5/30/2025 |
 Maxar Technologies Inc (MAXR) | 0% | 0% | 3.43% | 2/28/2022 |
 Darling (DAR) | 0% | 0% | 2.03% | 5/26/2023 |
 Mosaic (MOS) | 0% | 0% | 1.86% | 4/4/2025 |
 SPDR S&P Regional Banking ETF (KRE) | 0% | 0% | 2.5% | 3/26/2026 |
 Intercorp (IFS) | 0% | 0% | 3.19% | 4/1/2026 |
 Steel Dynamics (STLD) | 0% | 0% | 2.26% | 2/8/2022 |
 State Street Industrial Select Sector SPDR ETF (XLI) | 0% | 0% | 2.09% | 4/15/2026 |
 Amgen (AMGN) | 0% | 0% | 1.97% | 3/11/2026 |
 Peabody Energy (BTU) | 0% | 0% | 2.44% | 3/18/2026 |
 ProShares UltraShort Bloomberg Crude Oil (SCO) | 0% | 0% | 0.58% | 4/17/2026 |
 InterDigital (IDCC) | 0% | 0% | 1.68% | 2/11/2026 |
 SandRidge (SD.US) | 0% | 0% | 1.68% | 3/6/2026 |
 Vistra (VST) | 0% | 0% | 1.39% | 3/6/2026 |
 Credo (CRDO) | 0% | 0% | 0.99% | 2/19/2026 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0% | 0% | 0.12% | 4/9/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 2.56% | 8.73% |
| Tesla (TSLA) | 1.02% | 2.55% |
| iShares MSCI China ETF (MCHI) | 2.51% | 1.76% |
| NextEra (NEE) | 1.54% | 1.62% |
| Bristol-Myers Squibb (BMY) | 1.46% | 1.42% |
| Petrobras (PBR) | 1.63% | 1.42% |
| iShares MSCI Mexico ETF (EWW) | 1.03% | 1.35% |
| Apple (AAPL) | 0.64% | 1.35% |
| Direxion Daily MSCI Brazil Bull 2X ETF (BRZU) | 1.71% | 1.32% |
| Alibaba (9988.HK) | 1.39% | 1.23% |
| AbbVie (ABBV) | 0.51% | 1.19% |
| SBA (SBAC) | 1.67% | 1.1% |
| Waste Management (WM) | 0.62% | 1.07% |
| iShares China Large-Cap ETF (FXI) | 1.21% | 0.96% |
| Lockheed Martin (LMT) | 0.75% | 0.91% |
| State Street Energy Select Sector SPDR ETF (XLE) | 0.54% | 0.9% |
| Novo Nordisk (NOVO-B.CO) | 0.64% | 0.86% |
| iShares MSCI Thailand ETF (THD) | 1.07% | 0.83% |
| DaVita (DVA) | 0.64% | 0.83% |
| B2Gold (BTG.US) | 0.53% | 0.82% |
| Johnson & Johnson (JNJ) | 0.64% | 0.79% |
| Xiaomi (1810.HK) | 0.45% | 0.7% |
| PepsiCo (PEP) | 0.77% | 0.6% |
| General Mills (GIS) | 0.86% | 0.57% |
| Barrick (B) | 0.21% | 0.56% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 0.51% | 0.56% |
| Alibaba (BABA) | 0.86% | 0.56% |
| Global X Uranium ETF (URA) | 0.36% | 0.52% |
| Chevron (CVX.US) | 0.51% | 0.5% |
| Edison (EIX) | 0.45% | 0.43% |
| State Street SPDR S&P 500 ETF (SPY) | 0.34% | 0.42% |
| State Street SPDR Dow Jones In (DIA.US) | 0.34% | 0.39% |
| Duerr (DUE.DE) | 0.39% | 0.39% |
| Deere (DE) | 0.34% | 0.39% |
| iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.51% | 0.38% |
| ExxonMobil (XOM) | 0.34% | 0.36% |
| GCL (3800.HK) | 0.45% | 0.33% |
| Merck (MRK) | 0.26% | 0.33% |
| ProShares Short S&P500 (SH) | 0.51% | 0.32% |
| UPS (UPS) | 0.43% | 0.3% |
| Aramco (SAOC) | 0.43% | 0.28% |
| CVS Health (CVS) | 0.26% | 0.27% |
| Mastercard (MA) | 0.3% | 0.27% |
| Riot (RIOT) | 0.21% | 0.26% |
| Kingsoft (3888.HK) | 0.53% | 0.25% |
| LVMH (MC.PA) | 0.21% | 0.25% |
| Azimut (AZM.MI) | 0.17% | 0.23% |
| ADM (ADM) | 0.21% | 0.22% |
| Invesco QQQ (QQQ) | 0.17% | 0.22% |
| US Global Jets ETF (JETS) | 0.17% | 0.21% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 0.17% | 0.21% |
| iShares MSCI Emerging Markets ETF (EEM) | 0.17% | 0.21% |
| Seagate (STX.US) | 0.17% | 0.19% |
| iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) | 0.17% | 0.18% |
| RBI (QSR) | 0.17% | 0.17% |
| Marathon Petroleum (MPC) | 0.17% | 0.17% |
| iShares MSCI India ETF (INDA) | 0.17% | 0.16% |
| L'Oréal (OR.PA) | 0.17% | 0.16% |
| Stewart (STC) | 0.17% | 0.15% |
| Okta (OKTA) | 0.39% | 0.15% |
| State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.17% | 0.15% |
| Moncler (MONC.MI) | 0.17% | 0.15% |
| Regency Centers (REG) | 0.17% | 0.14% |
| American Tower (AMT) | 0.17% | 0.14% |
| Pfizer (PFE) | 0.17% | 0.14% |
| Amplifon (AMP.MI) | 0.17% | 0.13% |
| GLPI (GLPI) | 0.17% | 0.13% |
| Qorvo (QRVO) | 0.17% | 0.12% |
| United States Oil Fund (USO) | 0.13% | 0.12% |
| MasTec (MTZ) | 0.13% | 0.12% |
| Charles Schwab (SCHW) | 0.13% | 0.12% |
| Invitation Homes (INVH) | 0.13% | 0.11% |
| ProShares Short QQQ ETF (PSQ) | 0.17% | 0.1% |
| Comcast (CMCSA) | 0.17% | 0.09% |
| Orsted (ORSTED.CO) | 0.17% | 0% |
Cash & Instruments Over Time
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