Portfolio Diversification
Range
Most Diversified
50 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
29.5 instruments
Most Consistent Holdings
Top 5
GOOG99.92%
MSFT99.92%
BRK.B82.53%
AAPL74.83%
NVDA72.85%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 7.26% | 8.05% | 99.92% | - |
| Microsoft (MSFT) | 6.11% | 7.51% | 99.92% | - |
 Realty Income (O) | 5.58% | 0% | 62.47% | 7/7/2025 |
| NVIDIA (NVDA) | 5.13% | 0% | 72.85% | 8/25/2025 |
| Berkshire Hathaway (BRK.B) | 4.76% | 0% | 82.53% | 5/21/2025 |
 BlackRock (BLK) | 3.52% | 5.34% | 54.61% | - |
 SPDR S&P 500 ETF (SPY) | 3.31% | 0% | 63.84% | 11/14/2024 |
 Goldman Sachs (GS) | 3.15% | 8.88% | 54.61% | - |
 Amazon (AMZN) | 2.77% | 6.84% | 66.36% | - |
| Apple (AAPL) | 2.68% | 0% | 74.83% | 11/4/2024 |
 Netflix (NFLX) | 2.22% | 6.71% | 48.82% | - |
 Ferrexpo (FXPO.L) | 2.13% | 0% | 52.02% | 3/4/2024 |
 TSMC (TSM) | 1.78% | 0% | 38.29% | 11/6/2024 |
 Intuitive Surgical (ISRG) | 1.52% | 2.92% | 38.9% | - |
 ZipRecruiter (ZIP) | 1.44% | 0% | 43.4% | 8/18/2023 |
 iShares MSCI India ETF (INDA) | 1.37% | 0% | 60.87% | 8/11/2025 |
 Lululemon (LULU) | 1.36% | 0% | 43.4% | 8/18/2023 |
 Vale (VALE) | 1.35% | 0% | 34.4% | 5/16/2023 |
 JPMorgan (JPM) | 1.31% | 0% | 43.17% | 8/18/2023 |
 SPDR S&P Midcap 400 (MDY) | 1.16% | 0% | 43.17% | 8/18/2023 |
 iShares Core S&P Small-Cap ETF (IJR) | 1.08% | 0% | 43.17% | 8/18/2023 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 1.03% | 0% | 25.63% | 11/14/2024 |
 Meta (META) | 1.01% | 3.67% | 36.69% | - |
 Kering (KER.PA) | 1.01% | 0% | 42.18% | 5/23/2024 |
 Visa (V) | 0.96% | 3.19% | 32.42% | - |
 Alexandria (ARE) | 0.88% | 0% | 24.49% | 6/6/2024 |
 Cousins Properties (CUZ) | 0.86% | 0% | 24.49% | 6/6/2024 |
 Bitcoin (BTC) | 0.85% | 0% | 25.4% | 9/4/2025 |
 First Trust Water ETF (FIW.US) | 0.81% | 0% | 43.17% | 8/18/2023 |
 Adyen (ADYEN.NV) | 0.76% | 0% | 34.63% | 8/18/2023 |
 Global X Uranium ETF (URA) | 0.75% | 0% | 44.93% | 6/6/2024 |
 Lockheed Martin (LMT) | 0.74% | 0% | 34.94% | 12/20/2024 |
 Tronox (TROX) | 0.74% | 0% | 25.4% | 8/16/2024 |
 Intuitive Machines (LUNR) | 0.73% | 0% | 18.61% | 8/12/2025 |
 NRG Energy (NRG) | 0.71% | 0% | 14.04% | 12/20/2024 |
 Garmin (GRMN) | 0.7% | 0% | 36% | 8/18/2023 |
 Sony (SONY) | 0.69% | 0% | 43.4% | 8/18/2023 |
 HSBC (HSBA.L) | 0.69% | 7.51% | 14.19% | - |
 Airbnb (ABNB) | 0.64% | 0% | 38.98% | 8/18/2023 |
 Qorvo (QRVO) | 0.63% | 0% | 43.4% | 8/18/2023 |
 Northrop Grumman (NOC) | 0.62% | 0% | 21.05% | 6/20/2024 |
 Old Republic (ORI) | 0.61% | 0% | 38.67% | 8/18/2023 |
 Robinhood (HOOD) | 0.58% | 0% | 10.07% | 5/2/2025 |
 STAG (STAG) | 0.56% | 0% | 15.87% | 5/27/2024 |
 Interactive Brokers (IBKR) | 0.56% | 0% | 43.4% | 8/18/2023 |
 PayPal (PYPL) | 0.56% | 0% | 27.23% | 8/18/2023 |
 Cinemark (CNK) | 0.55% | 0% | 15.41% | 6/5/2024 |
 Centene (CNC) | 0.54% | 0% | 19.3% | 5/27/2024 |
 Progressive (PGR) | 0.54% | 0% | 19.22% | 12/20/2024 |
 Host Hotels (HST) | 0.52% | 0% | 16.63% | 8/18/2023 |
 Iberdrola (IBE.MC) | 0.52% | 0% | 16.63% | 8/18/2023 |
 Vanguard Mid-Cap ETF (VO) | 0.47% | 0% | 38.67% | 6/20/2023 |
 Freeport-McMoRan (FCX) | 0.46% | 0% | 16.63% | 8/18/2023 |
 Albemarle (ALB) | 0.42% | 0% | 15.79% | 6/18/2024 |
 EPR (EPR) | 0.41% | 0% | 16.55% | 7/24/2025 |
 Supermicro (SMCI) | 0.39% | 0% | 13.35% | 8/28/2024 |
 NatWest (NWG.L) | 0.37% | 6.48% | 17.09% | - |
 Riot (RIOT) | 0.37% | 0% | 8.77% | 8/25/2025 |
 Intel (INTC) | 0.35% | 1.9% | 18.38% | - |
 BioNano (BNGO) | 0.3% | 0% | 16.25% | 4/3/2023 |
 BASF (BAS.DE) | 0.29% | 0% | 12.13% | 8/11/2022 |
 China Everbright Environment (00257.HK) | 0.29% | 0% | 38.6% | 8/18/2023 |
 EQT (EQT) | 0.28% | 0% | 9.53% | 12/29/2023 |
 Walmart (WMT) | 0.27% | 0% | 9.53% | 12/29/2023 |
 Ellington Financial (EFC) | 0.26% | 0% | 11.52% | 8/11/2025 |
 iShares TIPS Bond ETF (TIP) | 0.25% | 0% | 7.63% | 4/11/2022 |
 eToro Group LTD (ETOR) | 0.24% | 2.11% | 8.62% | - |
 Intuit (INTU) | 0.24% | 0% | 9.84% | 5/10/2022 |
 IBM (IBM) | 0.24% | 0% | 28.76% | 10/16/2024 |
 UniCredit (UCG.MI) | 0.23% | 0% | 9.76% | 7/17/2025 |
 Webuild (WBD.MI) | 0.23% | 2.45% | 13.42% | - |
 AB InBev (ABI.BR) | 0.21% | 0% | 15.33% | 8/11/2025 |
 Boyd Gaming (BYD) | 0.21% | 2.32% | 9.23% | - |
 Trip.com (TCOM.CH) | 0.2% | 0% | 6.18% | 11/6/2024 |
 Snowflake (SNOW) | 0.2% | 0% | 9.84% | 5/10/2022 |
 Aurubis (NDA.DE) | 0.2% | 0% | 26.09% | 5/23/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.19% | 0% | 6.71% | 4/20/2022 |
 ARMOUR Residential REIT (ARR) | 0.17% | 0% | 3.97% | 5/2/2025 |
 Upstart (UPST) | 0.17% | 0% | 7.55% | 5/17/2022 |
 DocuSign (DOCU) | 0.17% | 0% | 9.84% | 5/10/2022 |
 IAG (IAG.L) | 0.16% | 0% | 15.33% | 8/11/2025 |
 BlackStone (BX) | 0.15% | 1.68% | 10.91% | - |
 Playa Hotels (PLYA) | 0.15% | 0% | 7.55% | 8/18/2023 |
 Uber (UBER) | 0.15% | 0% | 9.84% | 5/10/2022 |
 PacWest Bancorp (PACW) | 0.14% | 0% | 5.49% | 7/27/2023 |
 Sea (SE) | 0.14% | 0% | 9.46% | 5/10/2022 |
 Edenred (EDEN.PA) | 0.14% | 0% | 13.12% | 7/15/2025 |
 JD.com (JD.US) | 0.14% | 0% | 14.57% | 5/22/2025 |
 Livent Corp (LTHM) | 0.14% | 0% | 3.28% | 1/4/2024 |
 BMW (BMW.DE) | 0.14% | 0% | 7.17% | 5/15/2025 |
 Payoneer (PAYO) | 0.13% | 0% | 9.84% | 5/10/2022 |
 Capital One (COF) | 0.13% | 0% | 7.17% | 8/18/2023 |
 iShares Global REIT ETF (REET) | 0.13% | 0% | 7.7% | 4/12/2022 |
 EssilorLuxottica (EL.PA) | 0.13% | 0% | 10.07% | 7/21/2025 |
 AeroVironment (AVAV) | 0.13% | 2.46% | 7.02% | - |
 Brookfield Infrastructure (BIP) | 0.12% | 0% | 10.3% | 8/18/2023 |
 Micron (MU) | 0.12% | 1.3% | 9.61% | - |
 United States Oil Fund (USO) | 0.11% | 0% | 3.2% | 2/14/2022 |
 Altria (MO) | 0.11% | 0% | 2.75% | 3/4/2022 |
 Trade Desk (TTD) | 0.11% | 0% | 4.73% | 3/3/2022 |
 Unity (U) | 0.11% | 0% | 8.92% | 4/28/2022 |
 Shopify (SHOP) | 0.11% | 0% | 6.64% | 5/10/2022 |
 Regency Centers (REG) | 0.1% | 0% | 3.97% | 4/8/2022 |
 Baidu (BIDU) | 0.1% | 0% | 7.4% | 5/22/2025 |
 MP Materials (MP) | 0.1% | 2.94% | 3.97% | - |
 Diageo (DGE.L) | 0.1% | 0% | 7.17% | 8/18/2023 |
 Veeva (VEEV) | 0.1% | 0% | 9.84% | 5/10/2022 |
 Bilfinger (GBF.DE) | 0.09% | 0.74% | 13.42% | - |
 NRZ (RITM) | 0.09% | 0% | 24.79% | 8/18/2023 |
 Materials Select Sector SPDR (XLB) | 0.09% | 0% | 7.63% | 4/11/2022 |
 Invesco Senior Loan ETF (BKLN) | 0.09% | 0% | 3.43% | 3/4/2022 |
 Roku (ROKU) | 0.08% | 0% | 4.81% | 3/4/2022 |
 Sirius XM (SIRI) | 0.08% | 0% | 2.59% | 11/13/2024 |
 HeidelbergCement (HEI.DE) | 0.08% | 0% | 11.52% | 8/11/2025 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 0.08% | 0% | 3.2% | 2/11/2022 |
 Volkswagen (VOW3.DE) | 0.08% | 0% | 9.99% | 7/21/2025 |
 Fortinet (FTNT) | 0.07% | 1.43% | 4.58% | - |
 Vanguard S&P 500 ETF (VOO) | 0.06% | 0% | 7.93% | 6/18/2024 |
 Mercedes-Benz (MBG.DE) | 0.06% | 0% | 4.96% | 5/15/2025 |
 Rolls-Royce (RR.L) | 0.06% | 0% | 3.66% | 2/17/2022 |
 Ethereum (ETH) | 0.06% | 0% | 6.03% | 8/23/2025 |
 Coinbase (COIN) | 0.06% | 0% | 4.2% | 2/24/2022 |
 Teradyne (TER) | 0.05% | 0% | 5.11% | 8/18/2023 |
 Emaar (EMAAR.AE) | 0.05% | 0% | 3.43% | 6/19/2025 |
 Verisign (VRSN) | 0.05% | 0% | 8.7% | 1/21/2025 |
 Crude Oil Future March 22 (CL.MAR22) | 0.05% | 0% | 3.05% | 2/15/2022 |
 Pampa Energia (PAM) | 0.05% | 0% | 9.08% | 5/22/2025 |
 SBI (SBID.L) | 0.04% | 0% | 2.67% | 8/11/2025 |
 L&T (LTOD.L) | 0.04% | 0% | 2.67% | 8/11/2025 |
 Confluent (CFLT) | 0.04% | 0% | 4.2% | 3/3/2022 |
 Atlassian (TEAM) | 0.04% | 0% | 2.44% | 5/10/2022 |
 Glaukos (GKOS) | 0.04% | 0% | 2.67% | 8/11/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.04% | 0% | 2.29% | 4/7/2022 |
 Crude Oil Future April 22 (CL.APR22) | 0.04% | 0% | 1.68% | 3/7/2022 |
 Alibaba (BABA) | 0.03% | 0% | 7.17% | 8/18/2023 |
 Samsung (SMSN.L) | 0.03% | 0% | 2.75% | 4/7/2022 |
 Progyny (PGNY) | 0.03% | 0% | 2.67% | 11/13/2024 |
 HOCHTIEF (HOT.DE) | 0.03% | 0% | 5.42% | 5/23/2025 |
 Heico (HEI) | 0.03% | 0% | 1.14% | 1/21/2025 |
 Tesla (TSLA) | 0.03% | 0% | 0.99% | 4/21/2022 |
 Eni (ENI.MI) | 0.03% | 0% | 2.9% | 4/7/2022 |
 YPF (YPF) | 0.03% | 0% | 4.58% | 3/24/2025 |
 Global Payments (GPN) | 0.03% | 0% | 1.6% | 1/21/2022 |
 Activision Blizzard, Inc. (ATVI) | 0.03% | 0% | 2.06% | 5/19/2022 |
 Zimmer Biomet (ZBH) | 0.03% | 0% | 1.6% | 1/21/2022 |
 ONEOK (OKE) | 0.02% | 0% | 2.36% | 4/8/2022 |
 Carnival (CCL) | 0.02% | 2.82% | 0.84% | - |
 Asana (ASAN) | 0.02% | 0% | 1.3% | 3/3/2022 |
 Chubb (CB) | 0.02% | 0% | 1.3% | 5/22/2025 |
 Shell (SHEL.L) | 0.02% | 0% | 1.37% | 1/24/2022 |
 STMicroelectronics (STMPA.PA) | 0.02% | 0% | 1.53% | 5/16/2022 |
 Aramco (SAOC) | 0.02% | 0% | 1.6% | 6/2/2022 |
 Dogecoin (DOGE) | 0.02% | 0% | 5.34% | 1/22/2025 |
 Calumet Specialty Products (CLMT) | 0.02% | 0% | 1.6% | 1/21/2022 |
 Global X MSCI Argentina ETF (ARGT) | 0.02% | 0% | 8.01% | 5/21/2025 |
 Soho House (SHCO) | 0.02% | 0% | 0.76% | 8/21/2025 |
 Alleghany Corp (Y) | 0.02% | 0% | 1.6% | 1/21/2022 |
 Leonardo (LDO.MI) | 0.02% | 0% | 5.57% | 5/23/2025 |
 Amicus Therapeutics (FOLD) | 0.01% | 0% | 1.6% | 8/14/2025 |
 Neurocrine Biosciences (NBIX) | 0.01% | 0% | 0.69% | 5/19/2022 |
 Crude Oil Future February 22 (CL.FEB22) | 0.01% | 0% | 0.46% | 1/6/2022 |
 First Solar (FSLR) | 0.01% | 0% | 1.07% | 7/21/2025 |
 Lucid (LCID) | 0.01% | 0% | 1.68% | 8/12/2025 |
 Crude Oil (May 25 Future) (CL.MAY25) | 0.01% | 0% | 0.69% | 4/18/2025 |
 McDonald's (MCD) | 0.01% | 0% | 0.38% | 1/5/2022 |
 Twitter (TWTR) | 0.01% | 0% | 0.38% | 4/19/2022 |
 Teucrium Wheat Fund (WEAT) | 0.01% | 0% | 0.23% | 3/8/2022 |
 Verizon (VZ) | 0.01% | 0% | 0.69% | 5/19/2022 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.15% | 3/8/2023 |
 Crude Oil (June 25 Future) (CL.JUN25) | 0% | 0% | 0.38% | 4/28/2025 |
 SPDR Gold (GLD) | 0% | 0% | 0.23% | 1/3/2022 |
 Crowdstrike (CRWD) | 0% | 0% | 0.23% | 1/3/2022 |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 0% | 0% | 0.23% | 1/3/2022 |
 Teucrium Corn Fund (CORN.US) | 0% | 0% | 0.15% | 3/7/2022 |
 Block Inc. (XYZ) | 0% | 0% | 0.23% | 1/3/2022 |
 iShares Core Aggressive Allocation ETF (AOA) | 0% | 0% | 0.23% | 1/3/2022 |
 C3.ai (AI) | 0% | 0% | 3.51% | 4/4/2023 |
 Direxion Daily Small Cap Bear 3x Shares (TZA) | 0% | 0% | 0.08% | 3/4/2022 |
 Anaplan Inc (PLAN) | 0% | 0% | 0.23% | 1/3/2022 |
 Allianz (ALV.DE) | 0% | 0% | 0.23% | 1/24/2022 |
 Inmode (INMD) | 0% | 0% | 4.42% | 6/6/2024 |
 Crude Oil Future May 22 (CL.MAY22) | 0% | 0% | 0.08% | 3/7/2022 |
 Adobe (ADBE) | 0% | 0% | 1.91% | 1/6/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 13% | 13.06% |
| BlackRock (BLK) | 11.24% | 11.15% |
| Alphabet (GOOG) | 8.06% | 10.27% |
| Berkshire Hathaway (BRK.B) | 11.11% | 10.16% |
| Goldman Sachs (GS) | 9.27% | 9.39% |
| Microsoft (MSFT) | 9.83% | 9.36% |
| Intuitive Machines (LUNR) | 7.87% | 9.23% |
| Amazon (AMZN) | 7.98% | 6.66% |
| Robinhood (HOOD) | 5.88% | 4.66% |
| Netflix (NFLX) | 2.96% | 4.48% |
| Intuitive Surgical (ISRG) | 3.81% | 4.07% |
| Visa (V) | 3.66% | 3.3% |
| Bitcoin (BTC) | 3.55% | 2.87% |
| Ethereum (ETH) | 1.17% | 0.95% |
| Dogecoin (DOGE) | 0.54% | 0.33% |
| Adobe (ADBE) | 0.02% | 0.01% |