Portfolio Diversification
Range
Most Diversified
77 instruments
February 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
62 instruments
Most Consistent Holdings
Top 5
META99.88%
AMZN99.88%
WMT99.88%
BRK.B99.88%
WM99.88%
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 | 13.72% | 3.03% | 99.88% | - |
 Palo Alto Networks (PANW) | 3.13% | 0% | 75.39% | 9/26/2024 |
 Vanguard S&P 500 ETF (VOO) | 2.76% | 6.95% | 99.88% | - |
 Vistra (VST) | 2.52% | 1.54% | 94.81% | - |
| Waste Management (WM) | 2.46% | 1.7% | 99.88% | - |
 Broadcom (AVGO) | 2.24% | 3.04% | 99.88% | - |
| Amazon (AMZN) | 2.03% | 3.35% | 99.88% | - |
 PayPal (PYPL) | 2.02% | 0% | 92.04% | 2/13/2025 |
 Tesla (TSLA) | 1.87% | 2.16% | 90.23% | - |
 Nucor (NUE) | 1.85% | 0% | 87.58% | 2/10/2025 |
| Berkshire Hathaway (BRK.B) | 1.82% | 3% | 99.88% | - |
 Apple (AAPL) | 1.67% | 0% | 74.31% | 9/17/2024 |
 Teva (TEVA) | 1.54% | 0% | 80.46% | 11/8/2024 |
 AMD (AMD) | 1.49% | 2.76% | 99.88% | - |
 Lam Research (LRCX) | 1.48% | 1.46% | 97.71% | - |
 Ford (F) | 1.39% | 0% | 68.52% | 7/31/2024 |
 Microsoft (MSFT) | 1.36% | 0% | 92.04% | 2/13/2025 |
| Walmart (WMT) | 1.23% | 2.1% | 99.88% | - |
 Reliance Steel (RS) | 1.19% | 0% | 87.58% | 2/10/2025 |
| Meta (META) | 1.12% | 0.99% | 99.88% | - |
 Kroger (KR) | 1.09% | 0% | 63.69% | 6/21/2024 |
 Crowdstrike (CRWD) | 0.99% | 2.46% | 97.1% | - |
 MercadoLibre (MELI) | 0.95% | 0% | 57.42% | 4/29/2024 |
 Nike (NKE) | 0.9% | 0% | 86.13% | 2/6/2025 |
 Enterprise Products (EPD) | 0.89% | 2.07% | 98.67% | - |
 Shopify (SHOP) | 0.88% | 0.67% | 99.88% | - |
 Airbnb (ABNB) | 0.86% | 0% | 76.72% | 10/7/2024 |
 iShares MSCI India ETF (INDA) | 0.86% | 0% | 91.19% | 2/6/2025 |
 Ethereum (ETH) | 0.86% | 0% | 36.91% | 11/10/2023 |
 Albemarle (ALB) | 0.84% | 0% | 73.58% | 9/11/2024 |
 Pershing Square (PSH.L) | 0.81% | 0% | 79.25% | 10/29/2024 |
 Stellantis (STLAM.MI) | 0.81% | 0% | 68.76% | 8/2/2024 |
 Trade Desk (TTD) | 0.79% | 0% | 68.52% | 7/31/2024 |
 Salesforce (CRM) | 0.77% | 0.55% | 99.16% | - |
 Rocket Lab (RKLB) | 0.77% | 3.26% | 27.02% | - |
 Pure Storage (PSTG) | 0.73% | 0% | 66.95% | 7/18/2024 |
 Yum (YUM) | 0.72% | 0% | 74.67% | 9/20/2024 |
 Enphase (ENPH) | 0.71% | 0% | 62% | 6/7/2024 |
 Adyen (ADYEN.NV) | 0.69% | 0% | 63.57% | 6/20/2024 |
 ADM (ADM) | 0.68% | 0% | 57.42% | 4/29/2024 |
 Celsius (CELH) | 0.68% | 5.45% | 25.21% | - |
 CGI (GIB) | 0.64% | 0% | 60.43% | 5/24/2024 |
 Molson Coors (TAP) | 0.6% | 0% | 60.43% | 5/24/2024 |
 Nio (NIO) | 0.57% | 1.15% | 58.02% | - |
 Intel (INTC) | 0.56% | 0% | 49.94% | 8/2/2024 |
 Hims & Hers (HIMS) | 0.54% | 1.73% | 36.19% | - |
 Opendoor (OPEN) | 0.54% | 0% | 76.72% | 10/30/2024 |
 Vanguard Value ETF (VTV) | 0.52% | 2.19% | 30.52% | - |
 Autodesk (ADSK) | 0.5% | 0% | 75.15% | 9/24/2024 |
 GE (GE) | 0.46% | 1.04% | 98.67% | - |
 Intuit (INTU) | 0.45% | 1.91% | 28.11% | - |
 Kinder Morgan (KMI) | 0.45% | 1.39% | 98.67% | - |
 IQVIA (IQV) | 0.42% | 0% | 57.42% | 4/29/2024 |
 NVIDIA (NVDA) | 0.41% | 2.41% | 30.76% | - |
 Spotify (SPOT) | 0.4% | 0% | 66.71% | 7/16/2024 |
 dLocal (DLO) | 0.38% | 2.53% | 23.88% | - |
 Alteryx Inc. (AYX) | 0.37% | 0% | 39.81% | 12/4/2023 |
 Novonesis B (NSIS-B.CO) | 0.35% | 0% | 41.74% | 12/20/2023 |
 Walgreens (WBA) | 0.35% | 0% | 52.71% | 3/21/2024 |
 ADT (ADT) | 0.35% | 0% | 52.71% | 3/21/2024 |
 Dana (DAN) | 0.34% | 0% | 69.24% | 8/6/2024 |
 Graniteshares Gold Trust (BAR) | 0.33% | 0% | 36.91% | 11/10/2023 |
 Bruker (BRKR) | 0.32% | 0% | 47.77% | 2/8/2024 |
 Volvo (VOLV-A.ST) | 0.31% | 0% | 36.91% | 11/10/2023 |
 Delta (DAL) | 0.31% | 0% | 39.81% | 12/4/2023 |
 Home Depot (HD) | 0.3% | 0.66% | 98.67% | - |
 Nintendo (NTDOY) | 0.3% | 0% | 36.91% | 11/10/2023 |
 Evoqua Water Technologies Corp (AQUA) | 0.3% | 0% | 17.49% | 5/29/2023 |
 Disney (DIS) | 0.29% | 0% | 47.89% | 2/9/2024 |
 Robinhood (HOOD) | 0.28% | 1.25% | 26.78% | - |
 Visa (V) | 0.25% | 1.13% | 24.73% | - |
 BYD Electronic (00285.HK) | 0.24% | 0% | 39.81% | 12/4/2023 |
 Digital Turbine (APPS) | 0.24% | 0% | 33.53% | 8/6/2024 |
 Gen (GENK) | 0.24% | 1.89% | 21.95% | - |
 Shake Shack (SHAK) | 0.22% | 0% | 39.81% | 12/4/2023 |
 Roku (ROKU) | 0.18% | 0.31% | 66.47% | - |
 Micron (MU) | 0.18% | 0% | 24.25% | 2/7/2025 |
 Nu (NU) | 0.17% | 1.74% | 23.76% | - |
 Jabil (JBL) | 0.17% | 0.66% | 27.86% | - |
 Dollar General (DG.US) | 0.17% | 0% | 85.52% | 12/30/2024 |
 Altria (MO) | 0.15% | 0% | 67.31% | 7/31/2024 |
 Coty (COTY) | 0.15% | 0.6% | 21.95% | - |
 Eastman Chemical (EMN) | 0.14% | 0% | 83.96% | 12/17/2024 |
 Qualcomm (QCOM) | 0.13% | 0% | 71.53% | 9/4/2024 |
 Upstart (UPST) | 0.13% | 0% | 43.79% | 1/16/2024 |
 Fortinet (FTNT) | 0.13% | 0.51% | 27.26% | - |
 e.l.f. (ELF) | 0.12% | 0% | 14.35% | 2/6/2025 |
 Philip Morris (PM) | 0.12% | 0% | 73.94% | 9/24/2024 |
 Advance Auto Parts (AAP) | 0.12% | 0.44% | 22.2% | - |
 Target (TGT) | 0.11% | 0% | 70.57% | 8/27/2024 |
 Papa John's (PZZA) | 0.11% | 0% | 74.91% | 10/2/2024 |
 Quest Diagnostics (DGX) | 0.1% | 0% | 72.14% | 9/9/2024 |
 Supermicro (SMCI) | 0.1% | 0% | 6.76% | 10/30/2024 |
 GE HealthCare (GEHC) | 0.08% | 0% | 17.73% | 2/14/2025 |
 Bank of America (BAC) | 0.08% | 0% | 57.66% | 5/24/2024 |
 JELD-WEN (JELD) | 0.08% | 0.45% | 19.42% | - |
 Vodafone (VOD) | 0.07% | 0% | 40.53% | 12/20/2023 |
 Electricite de France SA (EDF.PA_old) | 0.06% | 0% | 6.27% | 2/23/2023 |
 Sherwin-Williams (SHW) | 0.06% | 0% | 13.75% | 2/14/2025 |
 GE Vernova (GEV) | 0.05% | 0.14% | 45.6% | - |
 Grab (GRAB) | 0.04% | 0.57% | 6.51% | - |
 Palladium (Expiring Future) (PALLADIUM.FUT) | 0.03% | 0% | 2.29% | 8/26/2024 |
 Mobileye (MBLY) | 0.01% | 0% | 3.74% | 9/6/2024 |
 Block Inc. (XYZ) | 0.01% | 0% | 1.21% | 1/11/2023 |
 Lululemon (LULU) | 0.01% | 0% | 1.21% | 1/11/2023 |
 Palantir (PLTR) | 0.01% | 0% | 1.21% | 1/11/2023 |
 Cemex (CX) | 0.01% | 0% | 1.21% | 1/11/2023 |
 Tilray (TLRY) | 0.01% | 0% | 1.21% | 1/11/2023 |
 ARK Innovation ETF (ARKK) | 0.01% | 0% | 1.21% | 1/11/2023 |
 Niu (NIU) | 0% | 0% | 1.21% | 1/11/2023 |
 Playtika (PLTK) | 0% | 0% | 1.21% | 1/11/2023 |
 Polygon Ecosystem (ex Matic) (POL) | 0% | 0% | 1.21% | 1/11/2023 |
 Fiverr (FVRR) | 0% | 0% | 1.21% | 1/11/2023 |
 Meituan (03690.HK) | 0% | 0% | 27.02% | 11/13/2023 |
 DraftKings (DKNG) | 0% | 0% | 1.21% | 1/11/2023 |
 XRP (XRP) | 0% | 0% | 1.21% | 1/11/2023 |
 Basic Attention Token (BAT) | 0% | 0% | 1.21% | 1/11/2023 |
 Gevo (GEVO) | 0% | 0% | 1.21% | 1/11/2023 |
 Flare (FLR) | 0% | 0% | 15.08% | 6/10/2023 |
 Natural Gas (Non Expiry) (NATGAS) | 0% | 0% | 0.12% | 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% |