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Portfolio Diversification
Range
Most Diversified
84 instruments
April 8, 2025
Least Diversified
0 instruments
February 2, 2025
Average
72.4 instruments
Most Consistent Holdings
Top 5
LMT99.39%
NEE99.39%
EIX99.39%
9988.HK99.39%
EWW99.39%
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) | 8.07% | 6.7% | 99.33% | - |
| NextEra (NEE) | 3.3% | 0.97% | 99.39% | - |
 iShares MSCI China ETF (MCHI) | 2.37% | 1.43% | 99.26% | - |
 CVS Health (CVS) | 2.21% | 0% | 93.32% | 4/6/2026 |
 SBA (SBAC) | 1.95% | 0% | 93.81% | 4/15/2026 |
 Tesla (TSLA) | 1.77% | 0.68% | 99.2% | - |
 Corning (GLW) | 1.72% | 0% | 80.99% | 9/16/2025 |
 Novo Nordisk (NOVO-B.CO) | 1.62% | 0.8% | 98.9% | - |
 NVIDIA (NVDA) | 1.5% | 0% | 53.22% | 6/18/2024 |
| iShares MSCI Mexico ETF (EWW) | 1.45% | 1.4% | 99.39% | - |
 Johnson & Johnson (JNJ) | 1.35% | 0.9% | 99.33% | - |
 iShares China Large-Cap ETF (FXI) | 1.24% | 0.83% | 99.26% | - |
 Bristol-Myers Squibb (BMY) | 1.22% | 1.27% | 99.33% | - |
 Apple (AAPL) | 1.17% | 1.52% | 98.96% | - |
 Waste Management (WM) | 1.11% | 1.07% | 98.96% | - |
 AbbVie (ABBV) | 1.08% | 1.26% | 99.2% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 1.07% | 1.11% | 99.02% | - |
 DaVita (DVA) | 1.05% | 1.63% | 99.26% | - |
| Lockheed Martin (LMT) | 1% | 0.9% | 99.39% | - |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.88% | 0% | 80.93% | 9/16/2025 |
 iShares MSCI Thailand ETF (THD) | 0.86% | 0.38% | 99.2% | - |
 Xinyi Solar (0968.HK) | 0.8% | 0% | 65.11% | 12/31/2024 |
| Alibaba (9988.HK) | 0.8% | 0.95% | 99.39% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 0.77% | 0% | 29.74% | 5/26/2023 |
 Ishares Russell 2000 ETF (IWM) | 0.77% | 0% | 61.37% | 10/30/2024 |
 Global X Cloud Computing ETF (CLOU) | 0.71% | 0% | 66.83% | 1/28/2025 |
 iShares U.S. Medical Devices ETF (IHI) | 0.69% | 0% | 66.4% | 1/21/2025 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.64% | 0.75% | 99.33% | - |
 GCL (3800.HK) | 0.62% | 0.18% | 99.14% | - |
 Invesco NASDAQ Next Gen 100 ETF (QQQJ) | 0.59% | 0% | 61.37% | 10/30/2024 |
 Direxion Daily MSCI Brazil Bull 2X ETF (BRZU) | 0.59% | 0.73% | 53.34% | - |
 iShares Semiconductor ETF (SOXX) | 0.58% | 0% | 29.74% | 5/26/2023 |
| Edison (EIX) | 0.58% | 0.52% | 99.39% | - |
 Digital Realty (DLR) | 0.51% | 0% | 71% | 4/7/2025 |
 Xiaomi (1810.HK) | 0.49% | 0.46% | 99.2% | - |
 Skyworks (SWKS) | 0.49% | 0% | 87.43% | 12/31/2025 |
 Merck (MRK) | 0.47% | 0.37% | 99.2% | - |
 Alibaba (BABA) | 0.46% | 0.42% | 98.96% | - |
 Crown Castle (CCI) | 0.43% | 0% | 87.43% | 12/31/2025 |
 Amazon (AMZN) | 0.39% | 0% | 43.65% | 1/12/2024 |
 ARK Blockchain & Fintech Innovation ETF (ARKF) | 0.39% | 0% | 76.03% | 6/30/2025 |
 ProShares Short S&P500 (SH) | 0.38% | 0.27% | 55% | - |
 Global X Uranium ETF (URA) | 0.36% | 0.15% | 55.67% | - |
 B2Gold (BTG.US) | 0.31% | 0.6% | 57.76% | - |
 Deere (DE) | 0.3% | 0.46% | 57.69% | - |
 Petrobras (PBR) | 0.3% | 0.52% | 37.83% | - |
 PepsiCo (PEP) | 0.3% | 0.44% | 52.97% | - |
 US Global Jets ETF (JETS) | 0.29% | 0.22% | 91.78% | - |
 Riot (RIOT) | 0.29% | 0% | 61.13% | 6/1/2026 |
 SGL Carbon (SGL.DE) | 0.29% | 0% | 24.71% | 3/3/2023 |
 Kingsoft (3888.HK) | 0.29% | 0% | 89.88% | 2/12/2026 |
 Duerr (DUE.DE) | 0.28% | 0% | 75.29% | 2/11/2026 |
 Invesco QQQ (QQQ) | 0.27% | 0% | 44.57% | 4/17/2026 |
 TeamViewer (TMV.DE) | 0.27% | 0% | 61.37% | 10/30/2024 |
 Siemens Gamesa Renewable Energy SA (SGRE.MC) | 0.27% | 0% | 23.18% | 2/6/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 0.26% | 0% | 57.69% | 4/17/2026 |
 Jenoptik (JEN.DE) | 0.26% | 0% | 46.23% | 2/23/2024 |
 SMIC (00981.HK) | 0.26% | 0% | 27.1% | 4/12/2023 |
 Orsted (ORSTED.CO) | 0.25% | 0% | 83.02% | 12/22/2025 |
 State Street SPDR Dow Jones In (DIA.US) | 0.25% | 0.4% | 62.84% | - |
 ProShares Short QQQ ETF (PSQ) | 0.24% | 0.08% | 55% | - |
 Meta (META) | 0.22% | 0% | 44.94% | 2/2/2024 |
 Ping An Healthcare (1833.HK) | 0.22% | 0% | 65.11% | 12/31/2024 |
 Barrick (B) | 0.22% | 0.44% | 55.73% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 0.21% | 0.24% | 63.52% | - |
 iShares Russell Mid-Cap Value ETF (IWS) | 0.21% | 0% | 45.92% | 2/29/2024 |
 Nordex (NDX1.DE) | 0.21% | 0% | 17.84% | 1/13/2023 |
 Chevron (CVX.US) | 0.2% | 0.59% | 55.18% | - |
 General Mills (GIS) | 0.2% | 0.43% | 33.84% | - |
 Invesco Solar ETF (TAN) | 0.19% | 0% | 19.19% | 11/25/2022 |
 Aramco (SAOC) | 0.19% | 0.3% | 55.24% | - |
 Chewy (CHWY) | 0.18% | 0% | 61.37% | 10/30/2024 |
 Palantir (PLTR) | 0.18% | 0% | 45.37% | 2/9/2024 |
 iShares Russell 2000 Value ETF (IWN) | 0.18% | 0% | 60.76% | 10/30/2024 |
 iShares Russell Mid-Cap ETF (IWR) | 0.17% | 0% | 46.23% | 2/29/2024 |
 Okta (OKTA) | 0.17% | 0% | 88.53% | 2/11/2026 |
 Block Inc. (XYZ) | 0.17% | 0% | 65.11% | 12/31/2024 |
 iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) | 0.16% | 0.19% | 63.76% | - |
 ExxonMobil (XOM) | 0.16% | 0.43% | 54.08% | - |
 Qorvo (QRVO) | 0.15% | 0% | 90.13% | 5/26/2026 |
 Comcast (CMCSA) | 0.14% | 0.07% | 92.7% | - |
 Ingredion (INGR) | 0.14% | 0% | 11.16% | 11/25/2022 |
 Tattooed Chef Inc (TTCFQ) | 0.13% | 0% | 33.29% | 8/2/2023 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.12% | 0.21% | 54.32% | - |
 ADM (ADM) | 0.12% | 0.31% | 33.6% | - |
 L'Oréal (OR.PA) | 0.12% | 0% | 59.53% | 1/15/2026 |
 Logista (LOG.MC) | 0.11% | 0% | 26.12% | 5/2/2025 |
 UPS (UPS) | 0.11% | 0.33% | 33.72% | - |
 ELMOS (ELG.DE) | 0.1% | 0% | 30.23% | 7/8/2025 |
 SAP (SAP.DE) | 0.1% | 0% | 23.48% | 5/26/2023 |
 Azimut (AZM.MI) | 0.1% | 0.21% | 50.83% | - |
 Unilever (ULVR.L) | 0.09% | 0% | 11.96% | 7/15/2022 |
 Marathon Petroleum (MPC) | 0.09% | 0.23% | 33.42% | - |
 ANSYS (ANSS) | 0.09% | 0% | 21.52% | 3/3/2023 |
 Global X Lithium & Battery Tech ETF (LIT.US) | 0.09% | 0% | 64.44% | 12/31/2024 |
 Moncler (MONC.MI) | 0.09% | 0% | 49.85% | 4/17/2026 |
 Warner Bros Discovery (WBD) | 0.08% | 0% | 58.92% | 12/31/2024 |
 VanEck Vectors Russia ETF (RSX) | 0.08% | 0% | 24.16% | 2/22/2023 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.08% | 1.03% | 16.31% | - |
 Lamb Weston (LW) | 0.07% | 0% | 17.96% | 10/27/2025 |
 Cisco (CSCO) | 0.07% | 0% | 34.89% | 7/3/2025 |
 Nemetschek (NEM.DE) | 0.07% | 0% | 61.01% | 10/30/2024 |
 LVMH (MC.PA) | 0.07% | 0% | 17.54% | 1/15/2026 |
 Mastercard (MA) | 0.07% | 0.48% | 17.84% | - |
 Gestamp (GEST.MC) | 0.06% | 0% | 34.46% | 7/29/2025 |
 Douyu (DOYU) | 0.06% | 0% | 48.25% | 3/28/2024 |
 EA (EA) | 0.06% | 0% | 16.25% | 10/30/2024 |
 Cheniere (LNG) | 0.05% | 0.35% | 9.99% | - |
 iShares U.S. Energy ETF (IYE) | 0.05% | 0% | 9.26% | 7/13/2026 |
 RBI (QSR) | 0.05% | 0.17% | 27.96% | - |
 GLPI (GLPI) | 0.04% | 0.13% | 30.29% | - |
 SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 0.04% | 0.25% | 9.26% | - |
 Amplifon (AMP.MI) | 0.04% | 0.1% | 27.35% | - |
 iShares MSCI India ETF (INDA) | 0.04% | 0% | 23.11% | 2/19/2026 |
 SiNtx (SINT) | 0.04% | 0% | 34.03% | 8/9/2023 |
 Invitation Homes (INVH) | 0.04% | 0% | 18.09% | 4/15/2026 |
 Salesforce (CRM) | 0.04% | 0% | 20.23% | 3/31/2023 |
 Canadian Solar (CSIQ) | 0.04% | 0% | 4.05% | 3/8/2022 |
 Pfizer (PFE) | 0.04% | 0% | 23.48% | 2/11/2026 |
 Bayer (BAYN.DE) | 0.03% | 0% | 4.6% | 3/17/2022 |
 Nike (NKE) | 0.03% | 0% | 10.48% | 6/27/2025 |
 Kimco (KIM) | 0.03% | 0% | 10.91% | 8/22/2025 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.03% | 0.24% | 15.33% | - |
 American Tower (AMT) | 0.03% | 0.12% | 21.7% | - |
 Regency Centers (REG) | 0.03% | 0% | 20.23% | 2/4/2026 |
 BioNTech SE (BNTX) | 0.03% | 0% | 17.35% | 10/30/2024 |
 Stanley Black & Decker (SWK) | 0.03% | 0% | 15.08% | 9/17/2025 |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.03% | 0% | 4.66% | 3/18/2022 |
 Freeport-McMoRan (FCX) | 0.03% | 0% | 4.05% | 3/8/2022 |
 Best Buy (BBY) | 0.03% | 0% | 9.63% | 11/25/2022 |
 Sprouts (SFM) | 0.03% | 0% | 4.05% | 3/8/2022 |
 Microchip (MCHP) | 0.03% | 0% | 9.14% | 7/3/2025 |
 Stewart (STC) | 0.02% | 0% | 11.71% | 4/24/2026 |
 Discovery Inc (DISCA) | 0.02% | 0% | 6.19% | 4/12/2022 |
 LKQ (LKQ) | 0.02% | 0% | 5.58% | 4/8/2025 |
 Seagate (STX.US) | 0.02% | 0% | 10.67% | 4/6/2026 |
 Verizon (VZ) | 0.02% | 0.15% | 11.28% | - |
 Everest (EG) | 0.02% | 0% | 10.55% | 9/4/2025 |
 Hexcel (HXL) | 0.02% | 0% | 9.38% | 10/1/2025 |
 BASF (BAS.DE) | 0.01% | 0% | 7.17% | 10/25/2022 |
 Graphic Packaging (GPK) | 0.01% | 0% | 7.97% | 9/11/2025 |
 Hasbro (HAS) | 0.01% | 0% | 6.07% | 4/24/2025 |
 Thermo Fisher (TMO) | 0.01% | 0% | 8.03% | 10/1/2025 |
 ASML (ASML) | 0.01% | 0% | 7.91% | 6/17/2025 |
 iShares MSCI South Korea ETF (EWY) | 0.01% | 0% | 2.7% | 3/18/2026 |
 Southern Co (SO) | 0.01% | 0% | 5.09% | 4/7/2025 |
 Vir (VIR) | 0.01% | 0% | 5.27% | 5/26/2023 |
 Southern Copper (SCCO) | 0.01% | 0% | 4.05% | 3/8/2022 |
 MasTec (MTZ) | 0.01% | 0% | 7.79% | 3/11/2026 |
 Plug Power (PLUG) | 0.01% | 0.13% | 6.01% | - |
 MercadoLibre (MELI) | 0.01% | 0% | 4.6% | 3/17/2022 |
 United States Oil Fund (USO) | 0.01% | 0% | 6.74% | 4/6/2026 |
 Charles Schwab (SCHW) | 0.01% | 0% | 7.42% | 2/11/2026 |
 Oklo (OKLO) | 0.01% | 0.06% | 9.99% | - |
 AeroVironment (AVAV) | 0.01% | 0.06% | 9.69% | - |
 Repsol (REP.MC) | 0.01% | 0% | 3.25% | 5/30/2025 |
 Maxar Technologies Inc (MAXR) | 0.01% | 0% | 3.62% | 2/28/2022 |
 Darling (DAR) | 0% | 0% | 2.15% | 5/26/2023 |
 Mosaic (MOS) | 0% | 0% | 1.96% | 4/4/2025 |
 SPDR S&P Regional Banking ETF (KRE) | 0% | 0% | 2.64% | 3/26/2026 |
 Intercorp (IFS) | 0% | 0% | 3.37% | 4/1/2026 |
 Steel Dynamics (STLD) | 0% | 0% | 2.39% | 2/8/2022 |
 State Street Industrial Select Sector SPDR ETF (XLI) | 0% | 0% | 2.21% | 4/15/2026 |
 Albemarle (ALB) | 0% | 0.11% | 2.45% | - |
 Amgen (AMGN) | 0% | 0% | 2.08% | 3/11/2026 |
 Peabody Energy (BTU) | 0% | 0% | 2.58% | 3/18/2026 |
 ProShares UltraShort Bloomberg Crude Oil (SCO) | 0% | 0% | 0.61% | 4/17/2026 |
 InterDigital (IDCC) | 0% | 0% | 1.78% | 2/11/2026 |
 SandRidge (SD.US) | 0% | 0% | 1.78% | 3/6/2026 |
 Vistra (VST) | 0% | 0% | 1.47% | 3/6/2026 |
 Credo (CRDO) | 0% | 0% | 1.04% | 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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