Portfolio Diversification
Range
Most Diversified
58 instruments
January 12, 2023
Least Diversified
0 instruments
February 2, 2025
Average
39.6 instruments
Most Consistent Holdings
Top 5
PLTR89.22%
NKE76.1%
PYPL76.1%
NIO74.6%
ARKK64.67%
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 |
|---|---|---|---|---|
 AGNC (AGNC) | 9.9% | 0% | 49.86% | 8/4/2025 |
 Global X Lithium & Battery Tech ETF (LIT) | 4.42% | 0% | 58.29% | 9/23/2024 |
 SPDR S&P 500 ETF (SPY) | 4.39% | 11.09% | 38.61% | - |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 3.96% | 0% | 55.39% | 9/23/2024 |
 Amazon (AMZN) | 3.59% | 5.4% | 40.67% | - |
 Meta (META) | 3.37% | 3.08% | 38.05% | - |
 Vanguard Real Estate ETF (VNQ) | 2.91% | 4.7% | 37.39% | - |
 Ethereum (ETH) | 2.84% | 0% | 58.29% | 9/23/2024 |
 Procter & Gamble (PG) | 2.73% | 3.41% | 63.54% | - |
 Apple (AAPL) | 2.28% | 0% | 36.83% | 10/24/2025 |
 Legal & General (LGEN.L) | 2.16% | 3.08% | 41.24% | - |
 Unilever (ULVR.L) | 1.89% | 0% | 29.24% | 8/4/2025 |
 NVIDIA (NVDA) | 1.86% | 11.92% | 41.24% | - |
 Microsoft (MSFT) | 1.72% | 3.98% | 53.51% | - |
| Palantir (PLTR) | 1.7% | 5.26% | 89.22% | - |
 Realty Income (O) | 1.54% | 0% | 31.21% | 11/4/2025 |
 SPDR Gold (GLD) | 1.51% | 3.77% | 38.61% | - |
 Invesco QQQ (QQQ) | 1.49% | 10.21% | 18.28% | - |
 Altria (MO) | 1.45% | 1.97% | 34.02% | - |
 Intel (INTC) | 1.14% | 0% | 58.29% | 9/23/2024 |
 Charles Schwab (SCHW) | 1.08% | 0% | 58.29% | 9/23/2024 |
 Vanguard Growth ETF (VUG) | 1.04% | 0% | 61.48% | 10/28/2024 |
 Vanguard Total Stock Market ETF (VTI) | 1.04% | 0% | 61.48% | 10/28/2024 |
 American Tower (AMT) | 0.97% | 0% | 29.24% | 8/4/2025 |
 Johnson & Johnson (JNJ) | 0.97% | 4.09% | 34.4% | - |
 Uber (UBER) | 0.93% | 0% | 58.29% | 9/23/2024 |
 Coca-Cola (KO) | 0.92% | 0% | 29.24% | 8/4/2025 |
 Mastercard (MA) | 0.9% | 0% | 58.48% | 9/25/2024 |
 Visa (V) | 0.87% | 0% | 60.54% | 11/4/2025 |
 Organigram (OGI) | 0.86% | 0% | 58.29% | 9/23/2024 |
| PayPal (PYPL) | 0.82% | 0% | 76.1% | 5/28/2025 |
 Micron (MU) | 0.82% | 0% | 58.29% | 9/23/2024 |
 Tesla (TSLA) | 0.82% | 0% | 24.65% | 8/4/2025 |
 IIPR (IIPR) | 0.8% | 0% | 58.29% | 9/23/2024 |
 Sony (SONY) | 0.79% | 0% | 58.29% | 9/23/2024 |
 US Global Jets ETF (JETS) | 0.77% | 0% | 58.29% | 9/23/2024 |
| Nike (NKE) | 0.76% | 0% | 76.1% | 5/28/2025 |
 AI-Revolution | 0.74% | 0% | 6.56% | 2/13/2025 |
 Alphabet (GOOGL) | 0.71% | 4.43% | 11.9% | - |
 Samsung (SMSN.L) | 0.66% | 0% | 58.39% | 9/24/2024 |
 Coinbase (COIN) | 0.62% | 0% | 58.29% | 9/23/2024 |
 Carnival (CCL) | 0.56% | 0% | 58.29% | 9/23/2024 |
 Baidu (BIDU) | 0.56% | 0% | 58.29% | 9/23/2024 |
 Bank of America (BAC) | 0.55% | 0% | 58.29% | 9/23/2024 |
 Private-Equity | 0.54% | 0% | 6.47% | 2/13/2025 |
 Block Inc. (XYZ) | 0.51% | 0% | 58.29% | 9/23/2024 |
 VICI Properties (VICI) | 0.5% | 0% | 29.15% | 8/4/2025 |
 3M (MMM) | 0.5% | 0% | 58.29% | 9/23/2024 |
 Disney (DIS) | 0.46% | 0% | 58.29% | 9/23/2024 |
 Shopify (SHOP) | 0.45% | 0% | 58.29% | 9/23/2024 |
 Lemonade (LMND) | 0.45% | 0% | 58.29% | 9/23/2024 |
 Cleanspark (CLSK) | 0.42% | 0% | 58.29% | 9/23/2024 |
 Snowflake (SNOW) | 0.41% | 0% | 58.29% | 9/23/2024 |
 Sonos (SONO) | 0.4% | 0% | 58.29% | 9/23/2024 |
 BAT (BATS.L) | 0.39% | 0% | 6.65% | 12/5/2024 |
 Zillow (ZG) | 0.37% | 0% | 58.29% | 9/23/2024 |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 0.36% | 10.96% | 3.28% | - |
 Simon (SPG) | 0.34% | 0% | 24.18% | 8/4/2025 |
| ARK Innovation ETF (ARKK) | 0.33% | 0% | 64.67% | 8/4/2025 |
 Roblox (RBLX) | 0.31% | 0% | 58.29% | 9/23/2024 |
 Kinder Morgan (KMI) | 0.3% | 0% | 58.29% | 9/23/2024 |
 Stellus Capital (SCM) | 0.3% | 0% | 25.4% | 8/4/2025 |
 Ellington Financial (EFC) | 0.27% | 0% | 25.4% | 8/4/2025 |
 KB Home (KBH) | 0.27% | 0% | 16.59% | 6/30/2023 |
 Alibaba (BABA) | 0.27% | 0% | 58.29% | 9/23/2024 |
 Cardano (ADA) | 0.26% | 0% | 58.29% | 9/23/2024 |
 Winnebago (WGO) | 0.25% | 0% | 16.59% | 6/30/2023 |
 Airbnb (ABNB) | 0.25% | 0% | 16.59% | 6/30/2023 |
 Orchid Island (ORC) | 0.24% | 0% | 25.4% | 8/4/2025 |
 Vanguard Total World Stock ETF (VT.US) | 0.24% | 7.41% | 3.28% | - |
 AT&T (T) | 0.24% | 0% | 6.84% | 11/4/2025 |
 American Airlines (AAL) | 0.24% | 0% | 16.59% | 6/30/2023 |
 iShares Core U.S. REIT ETF (USRT) | 0.23% | 0% | 24.18% | 8/4/2025 |
 Adobe (ADBE) | 0.22% | 0% | 16.59% | 6/30/2023 |
 Rivian (RIVN) | 0.21% | 0% | 19.59% | 8/4/2025 |
| Nio (NIO) | 0.19% | 0% | 74.6% | 8/4/2025 |
 GameStop (GME) | 0.18% | 0% | 58.29% | 9/23/2024 |
 ARMOUR Residential REIT (ARR) | 0.18% | 0% | 19.03% | 5/28/2025 |
 Horizon Technology (HRZN) | 0.18% | 0% | 19.03% | 5/28/2025 |
 Prospect Capital (PSEC) | 0.17% | 0% | 19.03% | 5/28/2025 |
 eToro Group LTD (ETOR) | 0.17% | 0% | 8.34% | 8/12/2025 |
 MicroStrategy (MSTR) | 0.16% | 0% | 19.59% | 8/4/2025 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.16% | 4.73% | 5.25% | - |
 Alphabet (GOOG) | 0.15% | 0% | 3.37% | 10/31/2024 |
 Oxford Square (OXSQ) | 0.15% | 0% | 19.03% | 5/28/2025 |
 Zoom (ZM) | 0.15% | 0% | 58.29% | 9/23/2024 |
 Brookfield (BAM) | 0.13% | 0% | 3.09% | 10/28/2024 |
 Beyond Meat (BYND) | 0.12% | 0% | 58.29% | 9/23/2024 |
 Vanguard Total International Stock ETF (VXUS) | 0.1% | 0% | 2.91% | 2/2/2023 |
 Jumia (JMIA) | 0.1% | 0% | 58.29% | 9/23/2024 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.09% | 0% | 17.24% | 8/4/2025 |
 Supermicro (SMCI) | 0.08% | 0% | 3.28% | 12/4/2024 |
 Cenntro (CENN) | 0.07% | 0% | 58.29% | 9/23/2024 |
 Bristol-Myers Squibb (BMY) | 0.07% | 0% | 2.91% | 2/2/2023 |
 Rolls-Royce (RR.L) | 0.06% | 0% | 6.28% | 8/4/2025 |
 Upstart (UPST) | 0.06% | 0% | 13.21% | 5/28/2025 |
 Aurora Cannabis (ACB) | 0.06% | 0% | 58.29% | 9/23/2024 |
 iShares Global Infrastructure ETF (IGF) | 0.06% | 0% | 6.37% | 8/4/2025 |
 BlackRock (BLK) | 0.05% | 0% | 2.91% | 2/2/2023 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.05% | 0% | 6.37% | 8/4/2025 |
 Coty (COTY) | 0.05% | 0% | 2.91% | 2/2/2023 |
 Bed Bath & Beyond Inc (BBBYQ) | 0.03% | 0% | 27.27% | 10/26/2023 |
 Tattooed Chef Inc (TTCFQ) | 0.03% | 0% | 22.02% | 9/13/2023 |
 Solventum (SOLV) | 0.02% | 0% | 16.21% | 9/23/2024 |
 Iron Mountain (IRM) | 0.01% | 0% | 1.97% | 11/4/2025 |
 Eli Lilly (LLY) | 0.01% | 0% | 1.97% | 11/4/2025 |
 Wise (WISE.L) | 0% | 0% | 0.19% | 11/5/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 ETF (SPY) | 11.15% | 11.65% |
| AI-Revolution | 11.02% | 11.26% |
| Private-Equity | 8.44% | 8.29% |
| Apple (AAPL) | 5.85% | 6.63% |
| Unilever (ULVR.L) | 6.58% | 6.55% |
| Legal & General (LGEN.L) | 5.43% | 5.76% |
| Meta (META) | 4.87% | 5.17% |
| Realty Income (O) | 5.21% | 4.71% |
| Vanguard Real Estate ETF (VNQ) | 4.98% | 4.71% |
| PayPal (PYPL) | 3.63% | 3.76% |
| Microsoft (MSFT) | 3.46% | 3.72% |
| Altria (MO) | 3.76% | 3.69% |
| American Tower (AMT) | 3.63% | 3.22% |
| Coca-Cola (KO) | 2.95% | 2.68% |
| Johnson & Johnson (JNJ) | 2.74% | 2.55% |
| VICI Properties (VICI) | 1.68% | 1.55% |
| Simon (SPG) | 1.52% | 1.52% |
| Nike (NKE) | 1.26% | 1.33% |
| SPDR Gold (GLD) | 1.27% | 1.26% |
| NVIDIA (NVDA) | 1.27% | 1.24% |
| Stellus Capital (SCM) | 1.15% | 1.21% |
| Ellington Financial (EFC) | 1% | 1.07% |
| Orchid Island (ORC) | 0.95% | 1.03% |
| iShares Core U.S. REIT ETF (USRT) | 1.02% | 1.01% |
| ARMOUR Residential REIT (ARR) | 0.94% | 1% |
| AGNC (AGNC) | 0.95% | 0.97% |
| Horizon Technology (HRZN) | 0.94% | 0.95% |
| Prospect Capital (PSEC) | 1.07% | 0.95% |
| Oxford Square (OXSQ) | 0.86% | 0.75% |