Portfolio Diversification
Range
Most Diversified
116 instruments
September 4, 2024
Least Diversified
0 instruments
February 2, 2025
Average
113.1 instruments
Most Consistent Holdings
Top 5
AAPL99.89%
GOOG99.89%
META99.89%
MSFT99.89%
AMZN99.89%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Invesco QQQ (QQQ) | 20.9% | 24.99% | 99.89% | - |
 SPDR S&P 500 ETF (SPY) | 18.93% | 22.04% | 99.89% | - |
 Greymys | 17.48% | 0% | 75.08% | 12/4/2024 |
| Alphabet (GOOG) | 2.68% | 4.08% | 99.89% | - |
| 2.39% | 0% | 36.51% | 12/11/2023 | |
| Microsoft (MSFT) | 2.36% | 2.94% | 99.89% | - |
 Berkshire Hathaway (BRK.B) | 2.28% | 2.38% | 99.89% | - |
| Meta (META) | 2.21% | 2.76% | 99.89% | - |
 Coca-Cola (KO) | 2.05% | 2.72% | 99.89% | - |
| Apple (AAPL) | 1.37% | 2.02% | 99.89% | - |
 Bitcoin (BTC) | 0.9% | 0.82% | 99.89% | - |
 NVIDIA (NVDA) | 0.76% | 1.23% | 99.89% | - |
 Proshares Ultra S&P 500 (SSO) | 0.64% | 0% | 45.29% | 3/1/2024 |
 McDonald's (MCD) | 0.64% | 1.38% | 99.89% | - |
 Costco (COST) | 0.64% | 1.06% | 99.89% | - |
| Amazon (AMZN) | 0.5% | 0.62% | 99.89% | - |
 Verizon (VZ) | 0.45% | 0.46% | 99.89% | - |
 Alibaba (BABA) | 0.45% | 0.84% | 99.89% | - |
 AMD (AMD) | 0.44% | 0.82% | 99.89% | - |
 Visa (V) | 0.38% | 0.59% | 99.89% | - |
 Salesforce (CRM) | 0.36% | 0.24% | 99.89% | - |
 Caterpillar (CAT) | 0.34% | 0.8% | 99.89% | - |
 Walmart (WMT) | 0.32% | 0.37% | 99.89% | - |
 Intel (INTC) | 0.31% | 0.34% | 99.89% | - |
 Micron (MU) | 0.28% | 0.23% | 99.89% | - |
 Bank of America (BAC) | 0.27% | 0.24% | 98.92% | - |
 Rio Tinto (RIO.L) | 0.26% | 0.14% | 99.89% | - |
 Airbus (AIR.PA) | 0.26% | 0.26% | 99.89% | - |
 Volkswagen (VOW3.DE) | 0.25% | 0.43% | 99.89% | - |
 CVS Health (CVS) | 0.25% | 0.45% | 99.89% | - |
 TSMC (TSM) | 0.25% | 0.32% | 99.89% | - |
 Rolls-Royce (RR.L) | 0.24% | 0.43% | 99.89% | - |
 Plus500 (PLUS.L) | 0.24% | 0.25% | 99.89% | - |
 Lockheed Martin (LMT) | 0.24% | 0.22% | 99.89% | - |
 Chevron (CVX) | 0.23% | 0.59% | 99.89% | - |
 Barrick (B) | 0.22% | 0.16% | 99.89% | - |
 Boeing (BA) | 0.21% | 0.15% | 99.89% | - |
 iShares Semiconductor ETF (SOXX) | 0.21% | 0.16% | 99.89% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.2% | 0.38% | 99.89% | - |
 O'Shares US Quality Dividend ETF (OUSA) | 0.19% | 0.14% | 99.89% | - |
 Samsung (SMSN.L) | 0.19% | 0.11% | 99.89% | - |
 AT&T (T) | 0.19% | 0.31% | 99.89% | - |
 Aurubis (NDA.DE) | 0.18% | 0.13% | 99.89% | - |
 PepsiCo (PEP) | 0.18% | 0.18% | 99.89% | - |
 Netflix (NFLX) | 0.17% | 0.22% | 99.89% | - |
 Mondelez (MDLZ) | 0.17% | 0.37% | 99.89% | - |
 Iberdrola (IBE.MC) | 0.16% | 0.12% | 99.89% | - |
 Nintendo (NTDOY) | 0.15% | 0.16% | 99.89% | - |
 SAP (SAP.DE) | 0.15% | 0.15% | 99.89% | - |
 Lululemon (LULU) | 0.15% | 0.06% | 99.89% | - |
 Ally (ALLY) | 0.15% | 0.11% | 99.78% | - |
 Tesla (TSLA) | 0.14% | 0.33% | 58.5% | - |
 Adobe (ADBE) | 0.14% | 0.07% | 99.89% | - |
 EA (EA) | 0.14% | 0.09% | 99.89% | - |
 Philip Morris (PM) | 0.13% | 0.25% | 99.89% | - |
 SPDR Gold (GLD) | 0.13% | 0% | 69.12% | 10/10/2024 |
 Shell (SHEL.L) | 0.13% | 0.08% | 99.89% | - |
 Activision Blizzard, Inc. (ATVI) | 0.12% | 0% | 30.44% | 10/16/2023 |
 Disney (DIS) | 0.12% | 0.19% | 99.89% | - |
 Mastercard (MA) | 0.12% | 0.09% | 99.89% | - |
 Marsh & McLennan (MMC) | 0.12% | 0.07% | 99.89% | - |
 Leidos (LDOS) | 0.12% | 0.15% | 99.89% | - |
 Amgen (AMGN) | 0.11% | 0.07% | 99.89% | - |
 Kering (KER.PA) | 0.11% | 0.03% | 99.89% | - |
 Shell (SHEL) | 0.11% | 0.07% | 99.78% | - |
 Bristol-Myers Squibb (BMY) | 0.11% | 0.09% | 99.89% | - |
 Palantir (PLTR) | 0.11% | 0% | 83.32% | 2/19/2025 |
 Corsair (CRSR) | 0.11% | 0.05% | 99.89% | - |
 Omnicom (OMC) | 0.11% | 0.05% | 99.89% | - |
 Lufthansa (LHA.DE) | 0.11% | 0.06% | 99.89% | - |
 Chubb (CB) | 0.1% | 0.32% | 45.29% | - |
 LVMH (MC.PA) | 0.1% | 0.04% | 99.89% | - |
 FMC (FMC) | 0.1% | 0.03% | 99.78% | - |
 Microchip (MCHP) | 0.1% | 0.06% | 99.78% | - |
 Lenovo (0992.HK) | 0.1% | 0.07% | 99.89% | - |
 Enbridge (ENB) | 0.1% | 0.23% | 83.75% | - |
 Johnson & Johnson (JNJ) | 0.1% | 0.11% | 99.89% | - |
 Lowe's (LOW) | 0.1% | 0.06% | 99.89% | - |
 Kroger (KR) | 0.1% | 0.08% | 99.89% | - |
 Mercedes-Benz (MBG.DE) | 0.09% | 0.47% | 34.67% | - |
 Home Depot (HD) | 0.09% | 0.06% | 99.89% | - |
 Shopify (SHOP) | 0.09% | 0.1% | 99.89% | - |
 Financial Select Sector SPDR (XLF) | 0.09% | 0.07% | 99.78% | - |
 Abbott (ABT) | 0.09% | 0.06% | 99.89% | - |
 Vanguard S&P 500 ETF (VOO) | 0.09% | 0.07% | 99.89% | - |
 Orsted (ORSTED.CO) | 0.09% | 0.03% | 99.89% | - |
 Workday (WDAY) | 0.09% | 0.05% | 99.89% | - |
 Dropbox (DBX) | 0.09% | 0.06% | 99.89% | - |
 Texas Instruments (TXN) | 0.08% | 0.06% | 99.89% | - |
 Silicon Motion (SIMO) | 0.08% | 0.12% | 99.89% | - |
 BlackRock (BLK) | 0.08% | 0.07% | 99.89% | - |
 Canadian Solar (CSIQ) | 0.08% | 0.03% | 99.89% | - |
 Procter & Gamble (PG) | 0.08% | 0.05% | 99.89% | - |
 Ferrexpo (FXPO.L) | 0.08% | 0.02% | 99.89% | - |
 Invesco China Technology ETF (CQQQ) | 0.08% | 0.06% | 99.89% | - |
 Qualcomm (QCOM) | 0.08% | 0.05% | 99.89% | - |
 Charter (CHTR) | 0.08% | 0.15% | 53.63% | - |
 Yadea (1585.HK) | 0.08% | 0.04% | 99.89% | - |
 Starbucks (SBUX) | 0.08% | 0.04% | 99.89% | - |
 Western Digital (WDC) | 0.07% | 0.06% | 99.89% | - |
 Autodesk (ADSK) | 0.07% | 0.05% | 99.89% | - |
 Sony (SONY) | 0.07% | 0.05% | 99.89% | - |
 Baidu (BIDU) | 0.07% | 0.13% | 99.89% | - |
 Realty Income (O) | 0.07% | 0.09% | 99.89% | - |
 Devon Energy (DVN) | 0.07% | 0.09% | 79.31% | - |
 Delta (DAL) | 0.07% | 0.05% | 99.89% | - |
 eBay (EBAY) | 0.06% | 0.06% | 99.89% | - |
 Scotiabank (BNS) | 0.06% | 0.06% | 79.31% | - |
 Revvity (RVTY) | 0.06% | 0.03% | 99.89% | - |
 PayPal (PYPL) | 0.06% | 0.04% | 99.89% | - |
 US Bancorp (USB) | 0.06% | 0.04% | 99.89% | - |
 Ford (F) | 0.05% | 0.11% | 59.15% | - |
 Liberty SiriusXM (LSXMK) | 0.05% | 0% | 15.28% | 9/11/2024 |
 Liberty Media (LSXMA) | 0.05% | 0% | 15.28% | 9/11/2024 |
 Block Inc. (XYZ) | 0.05% | 0.03% | 99.89% | - |
 ASML (ASML) | 0.04% | 0.21% | 18.74% | - |
 Pioneer Natural Resources Company (PXD) | 0.03% | 0% | 31.85% | 5/7/2024 |
 Copa (CPA) | 0.03% | 0.12% | 27.19% | - |
 Warner Bros Discovery (WBD) | 0.03% | 0.02% | 99.89% | - |
 Ethereum (ETH) | 0.03% | 0% | 45.61% | 3/4/2024 |
 Target (TGT) | 0.03% | 0.18% | 15.6% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.02% | 0% | 15.82% | 5/30/2023 |
 ASOS (ASC.L) | 0.02% | 0.01% | 98.05% | - |
 Aston Martin (AML.L) | 0.01% | 0% | 85.16% | 4/9/2025 |
 Aurora Cannabis (ACB) | 0% | 0% | 35.75% | 8/9/2024 |
 Sandisk Corp/DE (SNDK) | 0% | 0% | 4.33% | 4/7/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 20.99% | 24.58% |
| SPDR S&P 500 ETF (SPY) | 20.99% | 21.98% |
| Alphabet (GOOG) | 2.27% | 3.04% |
| Meta (META) | 1% | 2.57% |
| Berkshire Hathaway (BRK.B) | 2.41% | 2.54% |
| Coca-Cola (KO) | 2.87% | 2.38% |
| Microsoft (MSFT) | 1.94% | 2.3% |
| Apple (AAPL) | 1.15% | 1.52% |
| NVIDIA (NVDA) | 0.15% | 1.05% |
| McDonald's (MCD) | 1.2% | 1.01% |
| Costco (COST) | 0.83% | 0.93% |
| Bitcoin (BTC) | 0.26% | 0.88% |
| Amazon (AMZN) | 0.48% | 0.54% |
| Alibaba (BABA) | 0.95% | 0.43% |
| CVS Health (CVS) | 0.58% | 0.42% |
| Verizon (VZ) | 0.57% | 0.42% |
| Salesforce (CRM) | 0.33% | 0.39% |
| Tesla (TSLA) | 0.26% | 0.39% |
| Walmart (WMT) | 0.29% | 0.39% |
| Caterpillar (CAT) | 0.34% | 0.38% |
| AMD (AMD) | 0.4% | 0.37% |
| Visa (V) | 0.31% | 0.36% |
| Palantir (PLTR) | 0.14% | 0.31% |
| Rolls-Royce (RR.L) | 0.09% | 0.3% |
| TSMC (TSM) | 0.17% | 0.28% |
| Bank of America (BAC) | 0.26% | 0.28% |
| Airbus (AIR.PA) | 0.24% | 0.26% |
| Plus500 (PLUS.L) | 0.17% | 0.25% |
| Volkswagen (VOW3.DE) | 0.43% | 0.24% |
| Intel (INTC) | 0.52% | 0.24% |
| Micron (MU) | 0.26% | 0.22% |
| Netflix (NFLX) | 0.15% | 0.21% |
| Rio Tinto (RIO.L) | 0.26% | 0.19% |
| iShares Semiconductor ETF (SOXX) | 0.17% | 0.18% |
| O'Shares US Quality Dividend ETF (OUSA) | 0.17% | 0.17% |
| Lockheed Martin (LMT) | 0.15% | 0.17% |
| Charter (CHTR) | 0.17% | 0.16% |
| SAP (SAP.DE) | 0.09% | 0.16% |
| Barrick (B) | 0.26% | 0.15% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.15% | 0.15% |
| Baidu (BIDU) | 0.24% | 0.15% |
| Boeing (BA) | 0.24% | 0.15% |
| Aurubis (NDA.DE) | 0.17% | 0.14% |
| Chubb (CB) | 0.17% | 0.14% |
| AT&T (T) | 0.22% | 0.14% |
| Nintendo (NTDOY) | 0.15% | 0.13% |
| Ally (ALLY) | 0.17% | 0.13% |
| Bristol-Myers Squibb (BMY) | 0.17% | 0.13% |
| Iberdrola (IBE.MC) | 0.14% | 0.13% |
| Copa (CPA) | 0.17% | 0.12% |
| Lululemon (LULU) | 0.14% | 0.12% |
| Devon Energy (DVN) | 0.17% | 0.12% |
| Mercedes-Benz (MBG.DE) | 0.17% | 0.12% |
| EA (EA) | 0.14% | 0.12% |
| Johnson & Johnson (JNJ) | 0.17% | 0.12% |
| Shopify (SHOP) | 0.15% | 0.11% |
| Samsung (SMSN.L) | 0.26% | 0.11% |
| PepsiCo (PEP) | 0.14% | 0.11% |
| Mastercard (MA) | 0.09% | 0.11% |
| Chevron (CVX) | 0.09% | 0.11% |
| Shell (SHEL.L) | 0.07% | 0.1% |
| Leidos (LDOS) | 0.09% | 0.1% |
| Marsh & McLennan (MMC) | 0.07% | 0.1% |
| Adobe (ADBE) | 0.15% | 0.1% |
| Financial Select Sector SPDR (XLF) | 0.09% | 0.09% |
| Lenovo (0992.HK) | 0.09% | 0.09% |
| Kroger (KR) | 0.07% | 0.09% |
| Philip Morris (PM) | 0.09% | 0.09% |
| Disney (DIS) | 0.17% | 0.09% |
| Enbridge (ENB) | 0.09% | 0.08% |
| Vanguard S&P 500 ETF (VOO) | 0.07% | 0.08% |
| BlackRock (BLK) | 0.09% | 0.08% |
| Omnicom (OMC) | 0.09% | 0.08% |
| Shell (SHEL) | 0.07% | 0.08% |
| Lowe's (LOW) | 0.07% | 0.08% |
| Dropbox (DBX) | 0.09% | 0.08% |
| Amgen (AMGN) | 0.09% | 0.08% |
| Home Depot (HD) | 0.07% | 0.08% |
| Scotiabank (BNS) | 0.09% | 0.07% |
| Workday (WDAY) | 0.09% | 0.07% |
| Ferrexpo (FXPO.L) | 0.26% | 0.07% |
| Texas Instruments (TXN) | 0.09% | 0.07% |
| Abbott (ABT) | 0.09% | 0.07% |
| Mondelez (MDLZ) | 0.09% | 0.07% |
| Delta (DAL) | 0.07% | 0.07% |
| Qualcomm (QCOM) | 0.07% | 0.07% |
| LVMH (MC.PA) | 0.09% | 0.07% |
| Lufthansa (LHA.DE) | 0.14% | 0.07% |
| Autodesk (ADSK) | 0.09% | 0.07% |
| Western Digital (WDC) | 0.09% | 0.07% |
| Procter & Gamble (PG) | 0.07% | 0.07% |
| Microchip (MCHP) | 0.09% | 0.06% |
| Invesco China Technology ETF (CQQQ) | 0.15% | 0.06% |
| Orsted (ORSTED.CO) | 0.15% | 0.06% |
| PayPal (PYPL) | 0.22% | 0.06% |
| Kering (KER.PA) | 0.17% | 0.06% |
| Starbucks (SBUX) | 0.09% | 0.06% |
| Ford (F) | 0.09% | 0.06% |
| eBay (EBAY) | 0.09% | 0.06% |
| Sony (SONY) | 0.07% | 0.06% |
| Silicon Motion (SIMO) | 0.09% | 0.05% |
| Revvity (RVTY) | 0.07% | 0.05% |
| Yadea (1585.HK) | 0.09% | 0.05% |
| Block Inc. (XYZ) | 0.17% | 0.05% |
| US Bancorp (USB) | 0.09% | 0.05% |
| FMC (FMC) | 0.14% | 0.05% |
| Corsair (CRSR) | 0.26% | 0.04% |
| Realty Income (O) | 0.07% | 0.04% |
| Canadian Solar (CSIQ) | 0.14% | 0.03% |
| Warner Bros Discovery (WBD) | 0.07% | 0.02% |
| ASOS (ASC.L) | 0.09% | 0.01% |
| Aston Martin (AML.L) | 0.07% | 0.01% |
| Aurora Cannabis (ACB) | 0.09% | 0% |