Portfolio Diversification
Range
Most Diversified
77 instruments
February 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
64.1 instruments
Most Consistent Holdings
Top 5
META99.87%
MSFT99.87%
AMZN99.87%
WMT99.87%
BRK.B99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 JeppeKirkBonde | 14.8% | 0% | 99.87% | 2/1/2025 |
 Palo Alto Networks (PANW) | 3.44% | 0% | 83% | 9/26/2024 |
 Vistra (VST) | 2.6% | 0% | 94.29% | 2/1/2025 |
 Waste Management (WM) | 2.54% | 0% | 99.87% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 2.51% | 0% | 99.87% | 2/1/2025 |
 PayPal (PYPL) | 2.18% | 0% | 99.87% | 2/1/2025 |
 Broadcom (AVGO) | 2.15% | 0% | 99.87% | 2/1/2025 |
 Nucor (NUE) | 2.03% | 0% | 95.35% | 2/1/2025 |
| Amazon (AMZN) | 1.92% | 0% | 99.87% | 2/1/2025 |
 Tesla (TSLA) | 1.86% | 0% | 89.24% | 2/1/2025 |
 Apple (AAPL) | 1.83% | 0% | 81.81% | 9/17/2024 |
| Berkshire Hathaway (BRK.B) | 1.72% | 0% | 99.87% | 2/1/2025 |
 Teva (TEVA) | 1.7% | 0% | 88.58% | 11/8/2024 |
 Ford (F) | 1.53% | 0% | 75.43% | 7/31/2024 |
 Lam Research (LRCX) | 1.46% | 0% | 97.48% | 2/1/2025 |
| Microsoft (MSFT) | 1.46% | 0% | 99.87% | 2/1/2025 |
 AMD (AMD) | 1.39% | 0% | 99.87% | 2/1/2025 |
 Reliance Steel (RS) | 1.3% | 0% | 95.35% | 2/1/2025 |
 Kroger (KR) | 1.2% | 0% | 70.12% | 6/21/2024 |
| Walmart (WMT) | 1.16% | 0% | 99.87% | 2/1/2025 |
| Meta (META) | 1.12% | 0% | 99.87% | 2/1/2025 |
 MercadoLibre (MELI) | 1.05% | 0% | 63.21% | 4/29/2024 |
 Nike (NKE) | 0.98% | 0% | 94.29% | 2/1/2025 |
 Airbnb (ABNB) | 0.95% | 0% | 84.46% | 10/7/2024 |
 Ethereum (ETH) | 0.95% | 0% | 40.64% | 11/10/2023 |
 iShares MSCI India ETF (INDA) | 0.94% | 0% | 99.87% | 2/1/2025 |
 Albemarle (ALB) | 0.92% | 0% | 81.01% | 9/11/2024 |
 Pershing Square (PSH.L) | 0.89% | 0% | 87.25% | 10/29/2024 |
 Stellantis (STLAM.MI) | 0.89% | 0% | 75.7% | 8/2/2024 |
 Shopify (SHOP) | 0.89% | 0% | 99.87% | 2/1/2025 |
 Trade Desk (TTD) | 0.87% | 0% | 75.43% | 7/31/2024 |
 Crowdstrike (CRWD) | 0.85% | 0% | 96.81% | 2/1/2025 |
 Pure Storage (PSTG) | 0.8% | 0% | 73.71% | 7/18/2024 |
 Yum (YUM) | 0.8% | 0% | 82.2% | 9/20/2024 |
 Enphase (ENPH) | 0.79% | 0% | 68.26% | 6/7/2024 |
 Salesforce (CRM) | 0.78% | 0% | 99.07% | 2/1/2025 |
 Enterprise Products (EPD) | 0.78% | 0% | 98.54% | 2/1/2025 |
 Adyen (ADYEN.NV) | 0.76% | 0% | 69.99% | 6/20/2024 |
 ADM (ADM) | 0.75% | 0% | 63.21% | 4/29/2024 |
 CGI (GIB) | 0.71% | 0% | 66.53% | 5/24/2024 |
 Molson Coors (TAP) | 0.66% | 0% | 66.53% | 5/24/2024 |
 Intel (INTC) | 0.62% | 0% | 54.98% | 8/2/2024 |
 Opendoor (OPEN) | 0.59% | 0% | 84.46% | 10/30/2024 |
 Autodesk (ADSK) | 0.55% | 0% | 82.74% | 9/24/2024 |
 Rocket Lab (RKLB) | 0.53% | 0% | 19.65% | 2/1/2025 |
 Nio (NIO) | 0.5% | 0% | 53.78% | 2/1/2025 |
 IQVIA (IQV) | 0.46% | 0% | 63.21% | 4/29/2024 |
 Spotify (SPOT) | 0.43% | 0% | 73.44% | 7/16/2024 |
 Alteryx Inc. (AYX) | 0.41% | 0% | 43.82% | 12/4/2023 |
 GE (GE) | 0.4% | 0% | 98.54% | 2/1/2025 |
 Novonesis B (NSIS-B.CO) | 0.39% | 0% | 45.95% | 12/20/2023 |
 Walgreens (WBA) | 0.38% | 0% | 58.03% | 3/21/2024 |
 ADT (ADT) | 0.38% | 0% | 58.03% | 3/21/2024 |
 Hims & Hers (HIMS) | 0.38% | 0% | 29.75% | 2/1/2025 |
 Dana (DAN) | 0.37% | 0% | 76.23% | 8/6/2024 |
 Graniteshares Gold Trust (BAR) | 0.36% | 0% | 40.64% | 11/10/2023 |
 Kinder Morgan (KMI) | 0.36% | 0% | 98.54% | 2/1/2025 |
 Bruker (BRKR) | 0.35% | 0% | 52.59% | 2/8/2024 |
 Vanguard Value ETF (VTV) | 0.34% | 0% | 23.51% | 2/1/2025 |
 Volvo (VOLV-A.ST) | 0.34% | 0% | 40.64% | 11/10/2023 |
 Delta (DAL) | 0.34% | 0% | 43.82% | 12/4/2023 |
 Nintendo (NTDOY) | 0.33% | 0% | 40.64% | 11/10/2023 |
 Evoqua Water Technologies Corp (AQUA) | 0.33% | 0% | 19.26% | 5/29/2023 |
 Celsius (CELH) | 0.32% | 0% | 17.66% | 2/1/2025 |
 Disney (DIS) | 0.32% | 0% | 52.72% | 2/9/2024 |
 Intuit (INTU) | 0.31% | 0% | 20.85% | 2/1/2025 |
 Home Depot (HD) | 0.27% | 0% | 98.54% | 2/1/2025 |
 BYD Electronic (00285.HK) | 0.27% | 0% | 43.82% | 12/4/2023 |
 NVIDIA (NVDA) | 0.27% | 0% | 23.77% | 2/1/2025 |
 Digital Turbine (APPS) | 0.26% | 0% | 36.92% | 8/6/2024 |
 Shake Shack (SHAK) | 0.25% | 0% | 43.82% | 12/4/2023 |
 dLocal (DLO) | 0.22% | 0% | 16.2% | 2/1/2025 |
 Micron (MU) | 0.2% | 0% | 26.03% | 2/1/2025 |
 Dollar General (DG.US) | 0.18% | 0% | 94.16% | 12/30/2024 |
 Robinhood (HOOD) | 0.18% | 0% | 19.39% | 2/1/2025 |
 Roku (ROKU) | 0.18% | 0% | 64.67% | 5/20/2024 |
 Altria (MO) | 0.16% | 0% | 74.1% | 7/31/2024 |
 Visa (V) | 0.16% | 0% | 17.13% | 2/1/2025 |
 Eastman Chemical (EMN) | 0.16% | 0% | 92.43% | 12/17/2024 |
 Qualcomm (QCOM) | 0.15% | 0% | 78.75% | 9/4/2024 |
 Upstart (UPST) | 0.14% | 0% | 48.21% | 1/16/2024 |
 Philip Morris (PM) | 0.13% | 0% | 81.41% | 9/24/2024 |
 Target (TGT) | 0.12% | 0% | 77.69% | 8/27/2024 |
 e.l.f. (ELF) | 0.12% | 0% | 15.27% | 2/1/2025 |
 Jabil (JBL) | 0.12% | 0% | 20.58% | 2/1/2025 |
 Papa John's (PZZA) | 0.12% | 0% | 82.47% | 10/2/2024 |
 Quest Diagnostics (DGX) | 0.11% | 0% | 79.42% | 9/9/2024 |
 Supermicro (SMCI) | 0.11% | 0% | 7.44% | 10/30/2024 |
 Coty (COTY) | 0.1% | 0% | 14.08% | 2/1/2025 |
 Bank of America (BAC) | 0.09% | 0% | 63.48% | 5/24/2024 |
 Fortinet (FTNT) | 0.09% | 0% | 19.92% | 2/1/2025 |
 GE HealthCare (GEHC) | 0.09% | 0% | 17.93% | 2/1/2025 |
 Gen (GENK) | 0.08% | 0% | 14.08% | 2/1/2025 |
 Advance Auto Parts (AAP) | 0.08% | 0% | 14.34% | 2/1/2025 |
 Vodafone (VOD) | 0.07% | 0% | 44.62% | 12/20/2023 |
 Electricite de France SA (EDF.PA_old) | 0.07% | 0% | 6.91% | 2/23/2023 |
 Nu (NU) | 0.06% | 0% | 16.07% | 2/1/2025 |
 Sherwin-Williams (SHW) | 0.06% | 0% | 13.55% | 2/1/2025 |
 GE Vernova (GEV) | 0.04% | 0% | 40.11% | 2/1/2025 |
 JELD-WEN (JELD) | 0.04% | 0% | 11.29% | 2/1/2025 |
 Palladium (Expiring Future) (PALLADIUM.FUT) | 0.04% | 0% | 2.52% | 8/26/2024 |
 Mobileye (MBLY) | 0.01% | 0% | 4.12% | 9/6/2024 |
 Block Inc. (XYZ) | 0.01% | 0% | 1.33% | 1/11/2023 |
 Lululemon (LULU) | 0.01% | 0% | 1.33% | 1/11/2023 |
 Palantir (PLTR) | 0.01% | 0% | 1.33% | 1/11/2023 |
 Cemex (CX) | 0.01% | 0% | 1.33% | 1/11/2023 |
 Tilray (TLRY) | 0.01% | 0% | 1.33% | 1/11/2023 |
 ARK Innovation ETF (ARKK) | 0.01% | 0% | 1.33% | 1/11/2023 |
 Niu (NIU) | 0% | 0% | 1.33% | 1/11/2023 |
 Playtika (PLTK) | 0% | 0% | 1.33% | 1/11/2023 |
 Polygon Ecosystem (ex Matic) (POL) | 0% | 0% | 1.33% | 1/11/2023 |
 Fiverr (FVRR) | 0% | 0% | 1.33% | 1/11/2023 |
 Meituan (03690.HK) | 0% | 0% | 29.75% | 11/13/2023 |
 DraftKings (DKNG) | 0% | 0% | 1.33% | 1/11/2023 |
 XRP (XRP) | 0% | 0% | 1.33% | 1/11/2023 |
 Basic Attention Token (BAT) | 0% | 0% | 1.33% | 1/11/2023 |
 Gevo (GEVO) | 0% | 0% | 1.33% | 1/11/2023 |
 Flare (FLR) | 0% | 0% | 16.6% | 6/10/2023 |
 Natural Gas (Non Expiry) (NATGAS) | 0% | 0% | 0.13% | 10/9/2024 |
 Songbird (SGB) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 4.35% | 4.59% |
| Rocket Lab (RKLB) | 1.28% | 3.91% |
| Broadcom (AVGO) | 2.28% | 3.41% |
| JeppeKirkBonde | 3.08% | 3.05% |
| PayPal (PYPL) | 5.14% | 2.91% |
| Amazon (AMZN) | 2.14% | 2.75% |
| Tesla (TSLA) | 1.71% | 2.72% |
| Nike (NKE) | 3% | 2.58% |
| Microsoft (MSFT) | 2.28% | 2.48% |
| Celsius (CELH) | 3% | 2.46% |
| Berkshire Hathaway (BRK.B) | 2% | 2.46% |
| Vistra (VST) | 1.57% | 2.16% |
| Crowdstrike (CRWD) | 1.71% | 2.1% |
| Hims & Hers (HIMS) | 1.57% | 1.99% |
| AMD (AMD) | 2.57% | 1.93% |
| Walmart (WMT) | 1.28% | 1.91% |
| Enterprise Products (EPD) | 1.71% | 1.73% |
| Intuit (INTU) | 1.85% | 1.66% |
| Lam Research (LRCX) | 1.85% | 1.55% |
| Meta (META) | 1.01% | 1.55% |
| dLocal (DLO) | 1.28% | 1.52% |
| Vanguard Value ETF (VTV) | 1.71% | 1.52% |
| NVIDIA (NVDA) | 1.28% | 1.38% |
| Nio (NIO) | 2% | 1.34% |
| Shopify (SHOP) | 1.28% | 1.34% |
| Kinder Morgan (KMI) | 1.14% | 1.32% |
| Robinhood (HOOD) | 0.86% | 1.17% |
| Waste Management (WM) | 1.28% | 1.14% |
| iShares MSCI India ETF (INDA) | 1% | 1.04% |
| Visa (V) | 1% | 1.01% |
| GE (GE) | 0.86% | 0.89% |
| e.l.f. (ELF) | 0.86% | 0.88% |
| Gen (GENK) | 1.07% | 0.85% |
| Coty (COTY) | 1% | 0.82% |
| Salesforce (CRM) | 0.57% | 0.7% |
| Home Depot (HD) | 0.71% | 0.68% |
| Micron (MU) | 0.86% | 0.67% |
| Jabil (JBL) | 0.57% | 0.66% |
| Advance Auto Parts (AAP) | 0.57% | 0.61% |
| Nu (NU) | 0.78% | 0.6% |
| Nucor (NUE) | 0.86% | 0.6% |
| Fortinet (FTNT) | 0.43% | 0.47% |
| JELD-WEN (JELD) | 0.57% | 0.44% |
| GE HealthCare (GEHC) | 0.57% | 0.44% |
| Sherwin-Williams (SHW) | 0.5% | 0.41% |
| Reliance Steel (RS) | 0.43% | 0.36% |
| GE Vernova (GEV) | 0% | 0.14% |
| Flare (FLR) | 0% | 0% |