Portfolio Diversification
Range
Most Diversified
43 instruments
March 19, 2025
Least Diversified
25 instruments
February 13, 2024
Average
35 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 10.07% | 5.71% | 100% | - |
| Microsoft (MSFT) | 7.56% | 3.92% | 100% | - |
| Apple (AAPL) | 6.76% | 2.44% | 100% | - |
 Vanguard S&P 500 ETF (VOO) | 5.5% | 3.94% | 100% | - |
| Alphabet (GOOG) | 5.28% | 3.54% | 100% | - |
| Amazon (AMZN) | 4.37% | 3.73% | 100% | - |
 Tesla (TSLA) | 3.94% | 2.53% | 100% | - |
| Meta (META) | 3.78% | 4.04% | 100% | - |
 Invesco QQQ (QQQ) | 2.81% | 3.4% | 61.54% | - |
 JPMorgan (JPM) | 2.49% | 3.8% | 83.66% | - |
 AMD (AMD) | 2.35% | 0% | 84.22% | 12/30/2024 |
 Enphase (ENPH) | 2.31% | 0% | 79.54% | 11/1/2024 |
 Netflix (NFLX) | 1.84% | 4.16% | 50.2% | - |
 Builders FirstSource (BLDR) | 1.76% | 0% | 79.54% | 11/1/2024 |
 Vale (VALE) | 1.59% | 0% | 56.78% | 1/16/2024 |
 Vanguard Mid-Cap Value ETF (VOE) | 1.58% | 0% | 51.39% | 11/9/2023 |
 Global X Lithium & Battery Tech ETF (LIT) | 1.56% | 0% | 49.72% | 10/19/2023 |
 Petrobras (PBR) | 1.52% | 0% | 61.06% | 3/14/2024 |
 Lululemon (LULU) | 1.26% | 0% | 62.17% | 3/25/2024 |
 Vertiv (VRT) | 1.25% | 0% | 39.49% | 6/6/2025 |
 ASML (ASML) | 1.22% | 0% | 75.42% | 9/9/2024 |
 Freeport-McMoRan (FCX) | 1.11% | 0% | 56.86% | 1/17/2024 |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 1.08% | 0% | 50.04% | 10/23/2023 |
 Crocs (CROX) | 1.06% | 0% | 55.11% | 12/26/2023 |
 Eli Lilly (LLY) | 0.99% | 0% | 35.84% | 11/25/2024 |
 Trade Desk (TTD) | 0.97% | 0% | 87.79% | 2/13/2025 |
 SolarEdge (SEDG) | 0.91% | 0% | 46.55% | 9/6/2023 |
 MercadoLibre (MELI) | 0.9% | 0% | 84.22% | 12/30/2024 |
 Vistra (VST) | 0.86% | 2.39% | 37.27% | - |
 Novo-Nordisk (NVO) | 0.85% | 0% | 35.84% | 11/25/2024 |
 iShares Core U.S. REIT ETF (USRT) | 0.79% | 0% | 37.91% | 5/19/2023 |
 Inmode (INMD) | 0.73% | 0% | 49.72% | 10/19/2023 |
 Supermicro (SMCI) | 0.64% | 0% | 28.79% | 12/30/2024 |
 Financial Select Sector SPDR (XLF) | 0.63% | 0% | 28.71% | 7/15/2025 |
 Rolls-Royce (RR.L) | 0.62% | 3.75% | 29.82% | - |
 GE (GE) | 0.62% | 3.55% | 24.58% | - |
 Berkshire Hathaway (BRK.B) | 0.62% | 0% | 30.69% | 7/7/2025 |
 Johnson & Johnson (JNJ) | 0.61% | 0% | 39.18% | 11/27/2023 |
 General Dynamics (GD) | 0.59% | 0% | 31.96% | 11/25/2024 |
 Etsy (ETSY) | 0.59% | 0% | 37.83% | 5/18/2023 |
 Occidental (OXY) | 0.58% | 0% | 40.36% | 12/11/2023 |
 Howmet Aerospace (HWM) | 0.56% | 3.89% | 20.46% | - |
 Iberdrola (IBE.MC) | 0.53% | 2.77% | 24.98% | - |
 Comfort Systems USA (FIX) | 0.53% | 0% | 28.71% | 3/31/2025 |
 Generac (GNRC) | 0.52% | 0% | 46.47% | 9/5/2023 |
 Coca-Cola (KO) | 0.51% | 0% | 35.61% | 11/20/2023 |
 RH (RH) | 0.5% | 0% | 50.36% | 10/27/2023 |
 Corteva (CTVA) | 0.48% | 0% | 28.31% | 8/25/2023 |
 Pfizer (PFE) | 0.48% | 0% | 35.92% | 11/20/2023 |
 3i (III) | 0.48% | 2.2% | 37.03% | - |
 GigaCloud (GCT) | 0.46% | 0% | 19.27% | 9/10/2024 |
 Dave (DAVE) | 0.41% | 2.15% | 19.51% | - |
 Gerdau (GGB) | 0.4% | 0% | 46% | 11/3/2023 |
 Abercrombie & Fitch (ANF) | 0.39% | 0% | 21.33% | 1/13/2025 |
 Leonardo (LDO.MI) | 0.37% | 2.46% | 14.67% | - |
 Stride (LRN) | 0.34% | 2.36% | 14.04% | - |
 CTT Correios de Portugal SA (CTT.LS) | 0.32% | 2.33% | 16.57% | - |
 Rheinmetall (RHM.DE) | 0.32% | 3.73% | 10.07% | - |
 Poste Italiane (PST.MI) | 0.3% | 2.39% | 14.91% | - |
 Shopify (SHOP) | 0.3% | 0% | 16.65% | 8/1/2022 |
 ExxonMobil (XOM) | 0.28% | 0% | 17.61% | 12/29/2023 |
 ARK Next Generation Internet ETF (ARKW) | 0.28% | 3.6% | 15.54% | - |
 Global SuperDividend US ETF (DIV) | 0.27% | 0% | 20.06% | 12/12/2023 |
 iShares MSCI Germany ETF (EWG) | 0.26% | 0% | 9.75% | 7/7/2025 |
 Royal Gold (RGLD) | 0.26% | 2.35% | 10.23% | - |
 Amplify Transformational Data Sharing ETF (BLOK) | 0.25% | 2.86% | 15.54% | - |
 Utilities Select Sector SPDR (XLU) | 0.25% | 0% | 14.27% | 6/11/2025 |
 Emcor (EME) | 0.23% | 0% | 11.34% | 3/24/2025 |
 UTI (UTI) | 0.23% | 0% | 10.94% | 3/31/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.18% | 0% | 6.82% | 12/12/2024 |
 Pilgrim's Pride (PPC) | 0.18% | 0% | 9.99% | 5/5/2025 |
 Bitcoin (BTC) | 0.17% | 1.94% | 38.7% | - |
 Xiaomi (1810.HK) | 0.17% | 2.44% | 9.6% | - |
 Lockheed Martin (LMT) | 0.16% | 0% | 8.8% | 11/25/2024 |
 iShares Semiconductor ETF (SOXX) | 0.16% | 0% | 8.17% | 10/1/2024 |
 Brazil Index MSCI Ishares (EWZ) | 0.15% | 0% | 31.09% | 12/18/2023 |
 Pinnacle West (PNW) | 0.14% | 0% | 9.99% | 5/5/2025 |
 Hims & Hers (HIMS) | 0.13% | 0% | 12.13% | 1/13/2025 |
 Perficient (PRFT) | 0.12% | 0% | 16.97% | 8/5/2022 |
 Exelixis (EXEL) | 0.11% | 3.53% | 8.01% | - |
 iShares Edge MSCI USA Momentum (MTUM) | 0.09% | 0% | 4.6% | 9/13/2024 |
 Hedera Hashgraph (HBAR) | 0.09% | 0.21% | 19.59% | - |
 M/I Homes (MHO) | 0.09% | 0% | 6.66% | 2/12/2024 |
 iShares US Technology ETF (IYW) | 0.08% | 0% | 4.28% | 1/27/2025 |
 Consumer Staples Select Sector SPDR (XLP) | 0.07% | 0% | 5.71% | 5/8/2025 |
 MicroSectors FANG+ Index 3X Leveraged ETN (FNGA) | 0.07% | 0% | 13.56% | 6/21/2022 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.05% | 0% | 4.68% | 4/25/2025 |
 C3.ai (AI) | 0.05% | 0% | 9.6% | 10/19/2023 |
 Vanguard Intermediate-Term Corp (VCIT) | 0.05% | 0% | 4.28% | 1/2/2025 |
 Jackson (JXN) | 0.04% | 0% | 2.93% | 12/11/2024 |
 iShares Edge MSCI Min Vol USA (USMV) | 0.04% | 0% | 1.67% | 1/2/2025 |
 Endeavor (EDR) | 0.04% | 0% | 7.53% | 9/29/2023 |
 Crowdstrike (CRWD) | 0.04% | 0% | 10.71% | 7/22/2024 |
 T-Mobile (TMUS) | 0.04% | 0% | 5.31% | 6/13/2025 |
 GE Vernova (GEV) | 0.03% | 3.47% | 2.46% | - |
 Sezzle (SEZL) | 0.03% | 0% | 2.78% | 12/18/2024 |
 Sui (SUI) | 0.02% | 0.12% | 21.65% | - |
 Palantir (PLTR) | 0.02% | 3.24% | 2.38% | - |
 ProPetro (PUMP.US) | 0.02% | 0% | 3.81% | 11/7/2023 |
 Dell (DELL) | 0.02% | 0% | 3.17% | 7/30/2024 |
 SPDR EURO STOXX 50 ETF (FEZ) | 0.02% | 0% | 7.69% | 12/18/2023 |
 Ethereum (ETH) | 0.02% | 0% | 15.46% | 3/24/2025 |
 Modine (MOD) | 0.02% | 0% | 2.85% | 6/20/2024 |
 Vanguard Small-Cap Value ETF (VBR) | 0.01% | 0% | 1.67% | 8/7/2024 |
 PayPal (PYPL) | 0.01% | 0% | 4.84% | 3/2/2022 |
 Rigetti (RGTI) | 0.01% | 0% | 2.06% | 1/13/2025 |
 Solana (SOL) | 0.01% | 0% | 11.1% | 2/25/2025 |
 Albemarle (ALB) | 0% | 0% | 1.03% | 10/25/2023 |
 DocuSign (DOCU) | 0% | 0% | 4.92% | 3/3/2022 |
 Roku (ROKU) | 0% | 0% | 4.84% | 3/2/2022 |
 Zoom (ZM) | 0% | 0% | 4.92% | 3/3/2022 |
 Block Inc. (XYZ) | 0% | 0% | 4.92% | 3/3/2022 |
 e.l.f. (ELF) | 0% | 0% | 1.51% | 4/2/2024 |
 Global X MSCI Argentina ETF (ARGT) | 0% | 0% | 0.95% | 12/6/2023 |
 Preferred Bank (PFBC) | 0% | 0% | 1.51% | 6/3/2024 |
 Evofem Biosciences (EVFM) | 0% | 0% | 0.79% | 11/17/2023 |
 Ralph Lauren (RL) | 0% | 0% | 0.24% | 4/4/2024 |
 Official Trump (Experimental) (TRUMP) | 0% | 0% | 2.93% | 2/25/2025 |
 D-Wave (QBTS) | 0% | 0% | 0.95% | 12/30/2024 |
 Energy Select Sector SPDR (XLE) | 0% | 0% | 0.08% | 1/14/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 5.12% | 6.13% |
| Apple (AAPL) | 3.1% | 5.37% |
| Vanguard S&P 500 ETF (VOO) | 6.48% | 5.35% |
| NVIDIA (NVDA) | 0.36% | 5.35% |
| Alphabet (GOOG) | 4.53% | 5.28% |
| Amazon (AMZN) | 4.07% | 5.25% |
| Invesco QQQ (QQQ) | 5.72% | 5.24% |
| Netflix (NFLX) | 4.69% | 5.19% |
| Microsoft (MSFT) | 2.41% | 4.36% |
| Vertiv (VRT) | 3.07% | 4.15% |
| Tesla (TSLA) | 1.66% | 3.96% |
| JPMorgan (JPM) | 3.52% | 3.95% |
| Vistra (VST) | 2.67% | 3.15% |
| UTI (UTI) | 4.01% | 3.07% |
| Financial Select Sector SPDR (XLF) | 4.24% | 3% |
| Comfort Systems USA (FIX) | 2.87% | 2.59% |
| Howmet Aerospace (HWM) | 3.22% | 2.25% |
| Emcor (EME) | 3.41% | 2.2% |
| GE (GE) | 3.22% | 2.17% |
| Utilities Select Sector SPDR (XLU) | 3.1% | 2.11% |
| iShares Edge MSCI Min Vol USA (USMV) | 3.14% | 2.09% |
| iShares US Technology ETF (IYW) | 3.09% | 2.07% |
| Berkshire Hathaway (BRK.B) | 3.02% | 2.01% |
| Vanguard Intermediate-Term Corp (VCIT) | 2.59% | 1.77% |
| Dave (DAVE) | 2.28% | 1.61% |
| Abercrombie & Fitch (ANF) | 1.48% | 1.22% |
| Rolls-Royce (RR.L) | 1.32% | 1.12% |
| 3i (III) | 1.36% | 1.08% |
| Iberdrola (IBE.MC) | 1.49% | 1.05% |
| Pinnacle West (PNW) | 1.47% | 1.02% |
| Hedera Hashgraph (HBAR) | 1.34% | 0.99% |
| Hims & Hers (HIMS) | 1.65% | 0.98% |
| Rigetti (RGTI) | 1.4% | 0.91% |
| Trade Desk (TTD) | 0.34% | 0.26% |
| Pilgrim's Pride (PPC) | 0.38% | 0.26% |
| Sui (SUI) | 0.21% | 0.19% |
| CTT Correios de Portugal SA (CTT.LS) | 0.21% | 0.15% |
| Ethereum (ETH) | 0.19% | 0.14% |
| Bitcoin (BTC) | 0.13% | 0.1% |
| Solana (SOL) | 0.13% | 0.09% |