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Portfolio Diversification
Range
Most Diversified
15 instruments
August 6, 2024
Least Diversified
6 instruments
November 15, 2024
Average
10.5 instruments
Most Consistent Holdings
Top 5
BABA100%
INGN100%
SPCE100%
PYPL97.65%
OGZDL.L96.04%
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 |
|---|---|---|---|---|
 Bitcoin (BTC) | 10.09% | 0% | 45.94% | 9/14/2024 |
| Alibaba (BABA) | 8.84% | 5.27% | 100% | - |
| PayPal (PYPL) | 6.94% | 2.71% | 97.65% | - |
 Gap (GAP) | 6.87% | 0% | 47.15% | 3/7/2025 |
 Moderna (MRNA) | 6.18% | 14.3% | 65.66% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 5.37% | 0% | 28.91% | 8/5/2024 |
 UPS (UPS) | 5.09% | 40.14% | 14.15% | - |
 3M (MMM) | 3.67% | 0% | 59.69% | 8/21/2024 |
| Virgin Galactic (SPCE) | 3.37% | 1.62% | 100% | - |
 MicroSectors FANG+ Index 3X Leveraged ETN (FNGA) | 3.32% | 0% | 6.84% | 5/20/2025 |
 Robinhood Markets Inc. (HOOD) | 3.26% | 0% | 68.14% | 11/14/2024 |
| Inogen (INGN) | 3.24% | 0.47% | 100% | - |
 Berkshire Hathaway (BRK.B) | 3.21% | 20.71% | 14.15% | - |
 Accenture (ACN) | 2.35% | 13.18% | 13.68% | - |
 AMD (AMD) | 1.69% | 0% | 13.48% | 8/5/2025 |
 Beyond Meat (BYND) | 0.89% | 0% | 46.75% | 12/28/2023 |
 Bed Bath & Beyond Inc (BBBYQ) | 0.77% | 0% | 34.07% | 10/26/2023 |
 Official Trump (TRUMP) | 0.74% | 1.19% | 27.23% | - |
 Meta (META) | 0.7% | 0% | 10.53% | 7/12/2022 |
 Western Digital (WDC) | 0.65% | 0% | 7.18% | 1/6/2025 |
 Chevron (CVX) | 0.6% | 0% | 6.71% | 11/14/2024 |
 Smucker (SJM) | 0.54% | 0% | 2.82% | 2/21/2025 |
 Altria (MO) | 0.44% | 0% | 3.96% | 2/21/2025 |
 Ethereum (ETH) | 0.35% | 0% | 1.68% | 9/21/2024 |
| Gazprom OAO-ADR (OGZDL.L) | 0.31% | 0.21% | 96.04% | - |
 Intel (INTC) | 0.29% | 0% | 3.02% | 3/22/2022 |
 Mondelez (MDLZ) | 0.28% | 0% | 2.68% | 2/19/2025 |
 NextEra Energy Partners (XIFR) | 0.22% | 0% | 1.54% | 12/28/2023 |
 UnitedHealth (UNH) | 0.21% | 0% | 0.47% | 2/28/2025 |
 Sberbank of Russia (SBERL.L) | 0.16% | 0% | 1.54% | 2/11/2022 |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 0.12% | 0% | 0.87% | 1/16/2025 |
 Roku (ROKU) | 0.11% | 0% | 1.07% | 8/21/2024 |
 Block Inc. (XYZ) | 0.1% | 0% | 1.41% | 2/14/2022 |
 Applied Materials (AMAT) | 0.09% | 0% | 1.27% | 1/15/2025 |
 Micron (MU) | 0.09% | 0% | 0.47% | 1/6/2025 |
 Amazon (AMZN) | 0.08% | 0% | 1.07% | 8/21/2024 |
 QuantumScape (QS) | 0.06% | 0% | 0.74% | 2/1/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0.05% | 0% | 0.67% | 8/15/2024 |
 Pfizer (PFE) | 0.03% | 0% | 0.34% | 2/24/2025 |
 ARK Innovation ETF (ARKK) | 0.03% | 0% | 0.47% | 1/31/2022 |
 Gala V2 (GALA) | 0.02% | 0.11% | 10.13% | - |
 Solventum (SOLV) | 0.02% | 0% | 4.69% | 6/12/2024 |
 Solana (SOL) | 0.02% | 0% | 0.2% | 8/7/2024 |
 Ondo Finance (ONDO) | 0% | 0% | 0.07% | 8/5/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| UPS (UPS) | 22.83% | 36.61% |
| Berkshire Hathaway (BRK.B) | 14.99% | 22.73% |
| Accenture (ACN) | 11.61% | 18.13% |
| Moderna (MRNA) | 17.35% | 8.44% |
| Alibaba (BABA) | 7.61% | 5.68% |
| PayPal (PYPL) | 5.48% | 3.66% |
| Virgin Galactic (SPCE) | 8.22% | 2.09% |
| Official Trump (TRUMP) | 7.59% | 1.71% |
| Inogen (INGN) | 3.2% | 0.54% |
| Gazprom OAO-ADR (OGZDL.L) | 0.76% | 0.22% |
| Gala V2 (GALA) | 0.37% | 0.19% |
Cash & Instruments Over Time
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