Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 11.24% | 10.81% | 99.9% | - |
 Microsoft (MSFT) | 8.5% | 5.93% | 99.9% | - |
 Apple (AAPL) | 7.43% | 6.08% | 99.9% | - |
 Alphabet (GOOG) | 5.54% | 4.44% | 99.9% | - |
 Vanguard S&P 500 ETF (VOO) | 5.44% | 4.67% | 99.9% | - |
 Amazon (AMZN) | 4.32% | 4.57% | 99.9% | - |
 Tesla (TSLA) | 4.21% | 1.78% | 99.9% | - |
 Meta (META) | 3.4% | 5.9% | 99.9% | - |
 Enphase (ENPH) | 2.93% | 0.04% | 99.9% | - |
 AMD (AMD) | 2.91% | 2.62% | 99.9% | - |
 Invesco QQQ (QQQ) | 2.3% | 4.7% | 51.11% | - |
 Builders FirstSource (BLDR) | 2.24% | 0.06% | 99.9% | - |
 JPMorgan (JPM) | 2.07% | 4.2% | 79.18% | - |
 Vale (VALE) | 2.02% | 0% | 72.03% | 1/16/2024 |
 Vanguard Mid-Cap Value ETF (VOE) | 2% | 0% | 65.19% | 11/9/2023 |
 Global X Lithium & Battery Tech ETF (LIT) | 1.98% | 0% | 63.08% | 10/19/2023 |
 Petrobras (PBR) | 1.93% | 0% | 77.46% | 3/14/2024 |
 Lululemon (LULU) | 1.6% | 0% | 78.87% | 3/25/2024 |
 ASML (ASML) | 1.55% | 0% | 95.67% | 9/9/2024 |
 Freeport-McMoRan (FCX) | 1.4% | 0% | 72.13% | 1/17/2024 |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 1.36% | 0% | 63.48% | 10/23/2023 |
 Crocs (CROX) | 1.35% | 0% | 69.92% | 12/26/2023 |
 Trade Desk (TTD) | 1.22% | 0.05% | 99.9% | - |
 Eli Lilly (LLY) | 1.17% | 4.04% | 42.05% | - |
 SolarEdge (SEDG) | 1.16% | 0% | 59.05% | 9/6/2023 |
 MercadoLibre (MELI) | 1.11% | 0.93% | 99.9% | - |
 Novo-Nordisk (NVO) | 1.04% | 1.63% | 42.05% | - |
 Netflix (NFLX) | 1% | 3.91% | 36.72% | - |
 iShares Core U.S. REIT ETF (USRT) | 1% | 0% | 48.09% | 5/19/2023 |
 Vertiv (VRT) | 0.99% | 4.03% | 32.19% | - |
 Inmode (INMD) | 0.92% | 0% | 63.08% | 10/19/2023 |
 Supermicro (SMCI) | 0.8% | 0.31% | 32.19% | - |
 Johnson & Johnson (JNJ) | 0.77% | 0% | 49.7% | 11/27/2023 |
 Etsy (ETSY) | 0.75% | 0% | 47.99% | 5/18/2023 |
 Occidental (OXY) | 0.73% | 0% | 51.21% | 12/11/2023 |
 General Dynamics (GD) | 0.68% | 2.45% | 37.12% | - |
 Generac (GNRC) | 0.66% | 0% | 58.95% | 9/5/2023 |
 Coca-Cola (KO) | 0.65% | 0% | 45.17% | 11/20/2023 |
 RH (RH) | 0.64% | 0% | 63.88% | 10/27/2023 |
 Corteva (CTVA) | 0.61% | 0% | 35.92% | 8/25/2023 |
 Pfizer (PFE) | 0.61% | 0% | 45.57% | 11/20/2023 |
 GigaCloud (GCT) | 0.58% | 0% | 24.45% | 9/10/2024 |
 Gerdau (GGB) | 0.5% | 0% | 58.35% | 11/3/2023 |
 Abercrombie & Fitch (ANF) | 0.38% | 1.54% | 18.71% | - |
 Vistra (VST) | 0.38% | 3.12% | 20.32% | - |
 Shopify (SHOP) | 0.38% | 0% | 21.13% | 8/1/2022 |
 ExxonMobil (XOM) | 0.35% | 0% | 22.33% | 12/29/2023 |
 Global SuperDividend US ETF (DIV) | 0.34% | 0% | 25.45% | 12/12/2023 |
 Comfort Systems USA (FIX) | 0.27% | 3.03% | 20.32% | - |
 iShares Semiconductor ETF (SOXX) | 0.2% | 0% | 10.36% | 10/1/2024 |
 3i (III) | 0.19% | 2.07% | 20.02% | - |
 Brazil Index MSCI Ishares (EWZ) | 0.19% | 0% | 39.44% | 12/18/2023 |
 Rolls-Royce (RR.L) | 0.19% | 2.96% | 10.87% | - |
 Berkshire Hathaway (BRK.B) | 0.15% | 2.06% | 12.98% | - |
 Perficient (PRFT) | 0.15% | 0% | 21.53% | 8/5/2022 |
 Lockheed Martin (LMT) | 0.15% | 2.78% | 7.75% | - |
 Iberdrola (IBE.MC) | 0.12% | 2.76% | 4.73% | - |
 Financial Select Sector SPDR (XLF) | 0.12% | 1.09% | 9.66% | - |
 iShares Edge MSCI USA Momentum (MTUM) | 0.12% | 0% | 5.84% | 9/13/2024 |
 Hims & Hers (HIMS) | 0.11% | 0% | 8.55% | 8/27/2024 |
 M/I Homes (MHO) | 0.11% | 0% | 8.45% | 2/12/2024 |
 MicroSectors FANG+ Index 3X Leveraged ETN (FNGU) | 0.08% | 0% | 17.2% | 6/21/2022 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.08% | 3.14% | 3.52% | - |
 GE (GE) | 0.08% | 2.18% | 4.23% | - |
 C3.ai (AI) | 0.06% | 0% | 12.17% | 10/19/2023 |
 Endeavor (EDR) | 0.05% | 0% | 9.56% | 9/29/2023 |
 Crowdstrike (CRWD) | 0.05% | 0% | 13.58% | 7/22/2024 |
 ProPetro (PUMP) | 0.03% | 0% | 4.83% | 11/7/2023 |
 Dell (DELL) | 0.03% | 0% | 4.02% | 7/30/2024 |
 SPDR EURO STOXX 50 ETF (FEZ) | 0.02% | 0% | 9.76% | 12/18/2023 |
 Vanguard Intermediate-Term Corp (VCIT) | 0.02% | 0% | 3.82% | 9/19/2024 |
 Modine (MOD) | 0.02% | 0% | 3.62% | 6/20/2024 |
 Vanguard Small-Cap Value ETF (VBR) | 0.02% | 0% | 2.11% | 8/7/2024 |
 PayPal (PYPL) | 0.02% | 0% | 6.14% | 3/2/2022 |
 Bitcoin (BTC) | 0.01% | 0.04% | 22.13% | - |
 Albemarle (ALB) | 0% | 0% | 1.31% | 10/25/2023 |
 DocuSign (DOCU) | 0% | 0% | 6.24% | 3/3/2022 |
 Roku (ROKU) | 0% | 0% | 6.14% | 3/2/2022 |
 Zoom (ZM) | 0% | 0% | 6.24% | 3/3/2022 |
 Block Inc. (SQ) | 0% | 0% | 6.24% | 3/3/2022 |
 e.l.f. (ELF) | 0% | 0% | 1.91% | 4/2/2024 |
 Ethereum (ETH) | 0% | 0.05% | 4.23% | - |
 Global X MSCI Argentina ETF (ARGT) | 0% | 0% | 1.21% | 12/6/2023 |
 Preferred Bank (PFBC) | 0% | 0% | 1.91% | 6/3/2024 |
 Evofem Biosciences (EVFM) | 0% | 0% | 1.01% | 11/17/2023 |
 Solana (SOL) | 0% | 0.05% | 1.41% | - |
 Ralph Lauren (RL) | 0% | 0% | 0.3% | 4/4/2024 |
 Sui (SUI) | 0% | 0.04% | 0.7% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 4.25% | 13.97% |
| Microsoft (MSFT) | 9% | 10.6% |
| Apple (AAPL) | 7.37% | 8.61% |
| Alphabet (GOOG) | 8.34% | 6.63% |
| Invesco QQQ (QQQ) | 6.78% | 5.05% |
| Builders FirstSource (BLDR) | 4.53% | 4.85% |
| Amazon (AMZN) | 5.47% | 4.84% |
| Tesla (TSLA) | 2.29% | 4.73% |
| Meta (META) | 5.46% | 4.09% |
| Vanguard S&P 500 ETF (VOO) | 5.79% | 3.96% |
| AMD (AMD) | 2.13% | 3.7% |
| JPMorgan (JPM) | 3.63% | 3.11% |
| Lululemon (LULU) | 3.19% | 2.76% |
| Novo-Nordisk (NVO) | 3.39% | 2.34% |
| Eli Lilly (LLY) | 3.18% | 2.09% |
| Petrobras (PBR) | 2.57% | 2.07% |
| Netflix (NFLX) | 2.76% | 2% |
| ASML (ASML) | 2.96% | 1.7% |
| M/I Homes (MHO) | 2.07% | 1.65% |
| MercadoLibre (MELI) | 1.68% | 1.5% |
| Freeport-McMoRan (FCX) | 2.01% | 1.34% |
| General Dynamics (GD) | 1.78% | 1.23% |
| Trade Desk (TTD) | 1.04% | 1.18% |
| Supermicro (SMCI) | 1.78% | 1.18% |
| Vertiv (VRT) | 1.78% | 1.17% |
| Vale (VALE) | 2.22% | 1.1% |
| Enphase (ENPH) | 0.5% | 1.08% |
| 3i (III) | 1.25% | 0.92% |