Portfolio Diversification
Range
Most Diversified
84 instruments
April 8, 2025
Least Diversified
0 instruments
February 2, 2025
Average
73.3 instruments
Most Consistent Holdings
Top 5
GOOG99.93%
JNJ99.93%
TSLA99.93%
LMT99.93%
CVS99.93%
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) | 8.17% | 7.72% | 99.93% | - |
 NextEra (NEE) | 3.73% | 1.73% | 99.93% | - |
| CVS Health (CVS) | 2.62% | 0.28% | 99.93% | - |
 iShares MSCI China ETF (MCHI) | 2.49% | 2.66% | 99.85% | - |
 SBA (SBAC) | 2.21% | 1.45% | 99.85% | - |
 Corning (GLW) | 2.07% | 0% | 97.35% | 9/16/2025 |
| Tesla (TSLA) | 1.81% | 2.57% | 99.93% | - |
 NVIDIA (NVDA) | 1.81% | 0% | 63.96% | 6/18/2024 |
 Novo Nordisk (NOVO-B.CO) | 1.8% | 0.95% | 99.63% | - |
 iShares MSCI Mexico ETF (EWW) | 1.47% | 1.31% | 99.93% | - |
| Johnson & Johnson (JNJ) | 1.46% | 0.74% | 99.93% | - |
 iShares China Large-Cap ETF (FXI) | 1.31% | 1.03% | 99.85% | - |
 Bristol-Myers Squibb (BMY) | 1.22% | 1.16% | 99.85% | - |
 Apple (AAPL) | 1.15% | 1.32% | 99.63% | - |
 Waste Management (WM) | 1.13% | 1.06% | 99.63% | - |
 AbbVie (ABBV) | 1.08% | 1.23% | 99.78% | - |
 Energy Select Sector SPDR (XLE) | 1.07% | 0.88% | 99.63% | - |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 1.05% | 0% | 97.27% | 9/16/2025 |
 DaVita (DVA) | 1.05% | 0.95% | 99.85% | - |
| Lockheed Martin (LMT) | 1.01% | 0.96% | 99.93% | - |
 Xinyi Solar (0968.HK) | 0.96% | 0% | 78.26% | 12/31/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.93% | 0% | 35.74% | 5/26/2023 |
 Ishares Russell 2000 ETF (IWM) | 0.93% | 0% | 73.77% | 10/30/2024 |
 iShares MSCI Thailand ETF (THD) | 0.9% | 0.84% | 99.93% | - |
 Global X Cloud Computing ETF (CLOU) | 0.86% | 0% | 80.32% | 1/28/2025 |
 iShares U.S. Medical Devices ETF (IHI) | 0.83% | 0% | 79.81% | 1/21/2025 |
 Alibaba (9988.HK) | 0.73% | 1.41% | 99.93% | - |
 Invesco NASDAQ Next Gen 100 ETF (QQQJ) | 0.71% | 0% | 73.77% | 10/30/2024 |
 iShares Semiconductor ETF (SOXX) | 0.69% | 0% | 35.74% | 5/26/2023 |
 GCL (3800.HK) | 0.68% | 0.41% | 99.78% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 0.64% | 0.53% | 99.85% | - |
 Digital Realty (DLR) | 0.61% | 0% | 85.34% | 4/7/2025 |
 Edison (EIX) | 0.6% | 0.42% | 99.93% | - |
 Skyworks (SWKS) | 0.57% | 0.36% | 99.85% | - |
 Direxion Daily MSCI Brazil Bull 2X Shares (BRZU) | 0.53% | 1.17% | 44.58% | - |
 Merck (MRK) | 0.51% | 0.27% | 99.78% | - |
 Crown Castle (CCI) | 0.5% | 0.32% | 99.85% | - |
 Xiaomi (1810.HK) | 0.47% | 0.85% | 99.78% | - |
 Amazon (AMZN) | 0.47% | 0% | 52.47% | 1/12/2024 |
 ARK Fintech Innovation ETF (ARKF) | 0.47% | 0% | 91.38% | 6/30/2025 |
 Alibaba (BABA) | 0.46% | 0.67% | 99.63% | - |
 ProShares Short S&P500 (SH) | 0.4% | 0.33% | 46.65% | - |
 Global X Uranium ETF (URA) | 0.35% | 0.65% | 47.61% | - |
 SGL Carbon (SGL.DE) | 0.35% | 0% | 29.7% | 3/3/2023 |
 Kingsoft (3888.HK) | 0.32% | 0.28% | 99.63% | - |
 TeamViewer (TMV.DE) | 0.32% | 0% | 73.77% | 10/30/2024 |
 Siemens Gamesa Renewable Energy SA (SGRE.MC) | 0.32% | 0% | 27.86% | 2/6/2023 |
 Duerr (DUE.DE) | 0.32% | 0.34% | 82.17% | - |
 Jenoptik (JEN.DE) | 0.31% | 0% | 55.56% | 2/23/2024 |
 US Global Jets ETF (JETS) | 0.31% | 0.2% | 90.86% | - |
 SMIC (00981.HK) | 0.31% | 0% | 32.57% | 4/12/2023 |
 Riot (RIOT) | 0.3% | 0.46% | 57.63% | - |
 Orsted (ORSTED.CO) | 0.3% | 0.02% | 95.21% | - |
 Invesco QQQ (QQQ) | 0.3% | 0.45% | 40.6% | - |
 Deere (DE) | 0.28% | 0.39% | 49.96% | - |
 ProShares Short QQQ ETF (PSQ) | 0.27% | 0.1% | 46.65% | - |
 Meta (META) | 0.27% | 0% | 54.02% | 2/2/2024 |
 SPDR S&P 500 ETF (SPY) | 0.27% | 0.42% | 56.37% | - |
 Ping An Healthcare (1833.HK) | 0.26% | 0% | 78.26% | 12/31/2024 |
 PepsiCo (PEP) | 0.26% | 0.65% | 44.14% | - |
 iShares Russell Mid-Cap Value ETF (IWS) | 0.25% | 0% | 55.2% | 2/29/2024 |
 Nordex (NDX1.DE) | 0.25% | 0% | 21.44% | 1/13/2023 |
 Invesco Solar ETF (TAN) | 0.23% | 0% | 23.07% | 11/25/2022 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.22% | 0.38% | 56.15% | - |
 B2Gold (BTG.US) | 0.22% | 1.05% | 49.89% | - |
 Chewy (CHWY) | 0.22% | 0% | 73.77% | 10/30/2024 |
 Palantir (PLTR) | 0.22% | 0% | 54.53% | 2/9/2024 |
 iShares Russell 2000 Value ETF (IWN) | 0.22% | 0% | 73.03% | 10/30/2024 |
 iShares Russell Mid-Cap ETF (IWR) | 0.21% | 0% | 55.56% | 2/29/2024 |
 Block Inc. (XYZ) | 0.21% | 0% | 78.26% | 12/31/2024 |
 Petrobras (PBR) | 0.2% | 1.46% | 26.01% | - |
 Okta (OKTA) | 0.2% | 0.16% | 98.08% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 0.19% | 0.22% | 57.04% | - |
 Aramco (SAOC) | 0.17% | 0.3% | 46.94% | - |
 Ingredion (INGR) | 0.17% | 0% | 13.41% | 11/25/2022 |
 Qorvo (QRVO) | 0.16% | 0.14% | 92.78% | - |
 Barrick (B) | 0.16% | 0.45% | 47.46% | - |
 Tattooed Chef Inc (TTCFQ) | 0.16% | 0% | 40.01% | 8/2/2023 |
 Comcast (CMCSA.RTH) | 0.15% | 0.09% | 91.89% | - |
 General Mills (GIS) | 0.14% | 0.61% | 21.15% | - |
 Chevron (CVX) | 0.14% | 0.51% | 46.87% | - |
 Logista (LOG.MC) | 0.13% | 0% | 31.39% | 5/2/2025 |
 L'Oréal (OR.PA) | 0.13% | 0.18% | 65.22% | - |
 ELMOS (ELG.DE) | 0.12% | 0% | 36.33% | 7/8/2025 |
 SAP (SAP.DE) | 0.12% | 0% | 28.22% | 5/26/2023 |
 ExxonMobil (XOM) | 0.11% | 0.34% | 45.54% | - |
 Unilever (ULVR.L) | 0.11% | 0% | 14.37% | 7/15/2022 |
 iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) | 0.11% | 0.18% | 57.18% | - |
 ANSYS (ANSS) | 0.11% | 0% | 25.87% | 3/3/2023 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.11% | 0% | 77.45% | 12/31/2024 |
 Warner Bros Discovery (WBD) | 0.1% | 0% | 70.82% | 12/31/2024 |
 Utilities Select Sector SPDR (XLU) | 0.1% | 0.23% | 45.84% | - |
 ADM (ADM) | 0.1% | 0.25% | 21.08% | - |
 VanEck Vectors Russia ETF (RSX) | 0.09% | 0% | 29.03% | 2/22/2023 |
 Lamb Weston (LW) | 0.09% | 0.15% | 21.15% | - |
 Moncler (MONC.MI) | 0.08% | 0.15% | 46.94% | - |
 Cisco (CSCO) | 0.08% | 0% | 41.93% | 7/3/2025 |
 Nemetschek (NEM.DE) | 0.08% | 0% | 73.32% | 10/30/2024 |
 Gestamp (GEST.MC) | 0.08% | 0% | 41.41% | 7/29/2025 |
 Azimut (AZM.MI) | 0.07% | 0.2% | 41.78% | - |
 Douyu (DOYU) | 0.07% | 0% | 58% | 3/28/2024 |
 UPS (UPS.RTH) | 0.07% | 0.27% | 21.08% | - |
 EA (EA.RTH) | 0.07% | 0% | 19.53% | 10/30/2024 |
 LVMH (MC.PA) | 0.07% | 0.24% | 14.74% | - |
 Marathon Petroleum (MPC) | 0.07% | 0.2% | 20.63% | - |
 SiNtx (SINT) | 0.04% | 0% | 40.9% | 8/9/2023 |
 Salesforce (CRM) | 0.04% | 0% | 24.32% | 3/31/2023 |
 Canadian Solar (CSIQ) | 0.04% | 0% | 4.86% | 3/8/2022 |
 Bayer (BAYN.DE) | 0.04% | 0% | 5.53% | 3/17/2022 |
 Nike (NKE) | 0.04% | 0% | 12.6% | 6/27/2025 |
 Kimco (KIM) | 0.04% | 0% | 13.12% | 8/22/2025 |
 BioNTech SE (BNTX) | 0.04% | 0% | 20.85% | 10/30/2024 |
 Stanley Black & Decker (SWK) | 0.03% | 0% | 18.13% | 9/17/2025 |
 Consumer Discret Select Sector SPDR (XLY) | 0.03% | 0% | 5.6% | 3/18/2022 |
 Freeport-McMoRan (FCX) | 0.03% | 0% | 4.86% | 3/8/2022 |
 iShares MSCI India ETF (INDA) | 0.03% | 0.16% | 18.87% | - |
 Best Buy (BBY) | 0.03% | 0% | 11.57% | 11/25/2022 |
 Invitation Homes (INVH) | 0.03% | 0.11% | 8.84% | - |
 Sprouts (SFM) | 0.03% | 0% | 4.86% | 3/8/2022 |
 Microchip (MCHP) | 0.03% | 0% | 10.98% | 7/3/2025 |
 Pfizer (PFE) | 0.03% | 0.14% | 19.9% | - |
 GLPI (GLPI) | 0.03% | 0.14% | 16.95% | - |
 Regency Centers (REG) | 0.03% | 0.15% | 16.51% | - |
 RBI (QSR) | 0.03% | 0.17% | 14.22% | - |
 Discovery Inc (DISCA) | 0.02% | 0% | 7.44% | 4/12/2022 |
 Amplifon (AMP.MI) | 0.02% | 0.15% | 13.41% | - |
 LKQ (LKQ) | 0.02% | 0% | 6.71% | 4/8/2025 |
 Everest (EG) | 0.02% | 0% | 12.68% | 9/4/2025 |
 Hexcel (HXL) | 0.02% | 0% | 11.27% | 10/1/2025 |
 BASF (BAS.DE) | 0.02% | 0% | 8.62% | 10/25/2022 |
 Graphic Packaging (GPK) | 0.02% | 0% | 9.58% | 9/11/2025 |
 Hasbro (HAS) | 0.02% | 0% | 7.3% | 4/24/2025 |
 Thermo Fisher (TMO) | 0.02% | 0% | 9.65% | 10/1/2025 |
 ASML (ASML.RTH) | 0.02% | 0% | 9.51% | 6/17/2025 |
 Southern Co (SO) | 0.01% | 0% | 6.12% | 4/7/2025 |
 Vir (VIR) | 0.01% | 0% | 6.34% | 5/26/2023 |
 Southern Copper (SCCO) | 0.01% | 0% | 4.86% | 3/8/2022 |
 MercadoLibre (MELI.RTH) | 0.01% | 0% | 5.53% | 3/17/2022 |
 American Tower (AMT) | 0.01% | 0.15% | 6.63% | - |
 Repsol (REP.MC) | 0.01% | 0% | 3.91% | 5/30/2025 |
 Maxar Technologies Inc (MAXR) | 0.01% | 0% | 4.35% | 2/28/2022 |
 Darling (DAR) | 0.01% | 0% | 2.58% | 5/26/2023 |
 Mosaic (MOS) | 0% | 0% | 2.36% | 4/4/2025 |
 Steel Dynamics (STLD) | 0% | 0% | 2.87% | 2/8/2022 |
 Mastercard (MA) | 0% | 0.26% | 1.99% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0% | 0.12% | 2.65% | - |
 Stewart (STC) | 0% | 0.23% | 0.59% | - |
 Seagate (STX.US) | 0% | 0.15% | 0.59% | - |
 Charles Schwab (SCHW) | 0% | 0.12% | 0.59% | - |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0% | 0% | 0.15% | 4/9/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 3.55% | 7.86% |
| NextEra (NEE) | 3.82% | 3.74% |
| Tesla (TSLA) | 1.08% | 2.64% |
| Corning (GLW) | 1.51% | 2.44% |
| iShares MSCI China ETF (MCHI) | 3.79% | 2.22% |
| Novo Nordisk (NOVO-B.CO) | 0.68% | 1.74% |
| SBA (SBAC) | 2.27% | 1.7% |
| Bristol-Myers Squibb (BMY) | 1.66% | 1.63% |
| CVS Health (CVS) | 2.57% | 1.59% |
| Apple (AAPL) | 0.68% | 1.43% |
| Johnson & Johnson (JNJ) | 1.5% | 1.34% |
| DaVita (DVA) | 0.68% | 1.26% |
| iShares China Large-Cap ETF (FXI) | 1.77% | 1.23% |
| Global X Cloud Computing ETF (CLOU) | 1.29% | 1.18% |
| iShares MSCI Mexico ETF (EWW) | 1.23% | 1.15% |
| Waste Management (WM) | 0.66% | 1.13% |
| AbbVie (ABBV) | 0.55% | 1.07% |
| Lockheed Martin (LMT) | 0.8% | 1.05% |
| iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 1.33% | 1.01% |
| ProShares Short S&P500 (SH) | 1.27% | 1.01% |
| Energy Select Sector SPDR (XLE) | 0.57% | 0.99% |
| iShares MSCI Thailand ETF (THD) | 1.14% | 0.98% |
| Alibaba (9988.HK) | 1.47% | 0.82% |
| Direxion Daily MSCI Brazil Bull 2X Shares (BRZU) | 1.82% | 0.79% |
| ProShares Short QQQ ETF (PSQ) | 0.91% | 0.71% |
| Xiaomi (1810.HK) | 0.47% | 0.71% |
| ARK Fintech Innovation ETF (ARKF) | 0.96% | 0.68% |
| iShares U.S. Medical Devices ETF (IHI) | 0.75% | 0.67% |
| Edison (EIX) | 0.47% | 0.66% |
| Deere (DE) | 0.55% | 0.61% |
| The Health Care Select Sector SPDR Fund (XLV) | 0.55% | 0.58% |
| Global X Uranium ETF (URA) | 0.6% | 0.55% |
| Riot (RIOT) | 0.59% | 0.53% |
| Digital Realty (DLR) | 0.36% | 0.47% |
| Skyworks (SWKS) | 0.77% | 0.47% |
| PepsiCo (PEP) | 0.55% | 0.47% |
| Duerr (DUE.DE) | 0.41% | 0.42% |
| GCL (3800.HK) | 0.47% | 0.39% |
| Aramco (SAOC) | 0.46% | 0.38% |
| iShares MSCI Emerging Markets ETF (EEM) | 0.36% | 0.37% |
| Alibaba (BABA) | 0.91% | 0.37% |
| Merck (MRK) | 0.27% | 0.36% |
| Kingsoft (3888.HK) | 0.56% | 0.34% |
| Crown Castle (CCI) | 0.59% | 0.33% |
| US Global Jets ETF (JETS) | 0.23% | 0.33% |
| ELMOS (ELG.DE) | 0.36% | 0.32% |
| Logista (LOG.MC) | 0.27% | 0.29% |
| Barrick (B) | 0.23% | 0.23% |
| Utilities Select Sector SPDR (XLU) | 0.18% | 0.21% |
| Cisco (CSCO) | 0.18% | 0.21% |
| iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) | 0.18% | 0.18% |
| ExxonMobil (XOM) | 0.18% | 0.18% |
| Chevron (CVX) | 0.18% | 0.18% |
| Orsted (ORSTED.CO) | 0.36% | 0.17% |
| Moncler (MONC.MI) | 0.18% | 0.17% |
| Azimut (AZM.MI) | 0.18% | 0.17% |
| Petrobras (PBR) | 0.18% | 0.17% |
| B2Gold (BTG.US) | 0.18% | 0.16% |
| Gestamp (GEST.MC) | 0.23% | 0.16% |
| Okta (OKTA) | 0.41% | 0.16% |
| Comcast (CMCSA.RTH) | 0.18% | 0.14% |
| L'Oréal (OR.PA) | 0.18% | 0.14% |
| Qorvo (QRVO) | 0.18% | 0.12% |