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Portfolio Diversification
Range
Most Diversified
34 instruments
July 17, 2024
Least Diversified
0 instruments
February 2, 2025
Average
22.1 instruments
Most Consistent Holdings
Top 5
SCHD98.06%
VIG80.74%
VXUS79.85%
VICI79.21%
QQQ78.8%
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 |
|---|---|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 17.77% | 13.13% | 98.06% | - |
| VICI Properties (VICI) | 5.76% | 0% | 79.21% | 5/7/2026 |
| Vanguard Dividend Appreciation ETF (VIG) | 5.75% | 6.18% | 80.74% | - |
 Solana (SOL) | 4.69% | 0% | 65.7% | 12/22/2025 |
 Main Street Capital (MAIN) | 4.45% | 0% | 51.62% | 5/27/2025 |
| Invesco QQQ (QQQ) | 3.69% | 3.58% | 78.8% | - |
 Alphabet (GOOG) | 3.67% | 10.41% | 54.13% | - |
 Amazon (AMZN) | 3.19% | 10.01% | 53.16% | - |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 2.94% | 2.33% | 77.83% | - |
 Micron (MU) | 2.9% | 25.62% | 40.7% | - |
 ARK Innovation ETF (ARKK) | 2.87% | 0% | 18.45% | 8/20/2023 |
 ASML (ASML) | 2.5% | 8.48% | 41.1% | - |
| Vanguard Total International Stock ETF (VXUS) | 2.35% | 2.21% | 79.85% | - |
 Realty Income (O) | 2.07% | 0% | 42.07% | 2/26/2025 |
 Nio (NIO) | 2% | 0% | 18.77% | 5/13/2024 |
 Booking (BKNG) | 1.81% | 0% | 43.2% | 1/5/2026 |
 Bitcoin (BTC) | 1.6% | 0% | 36.17% | 12/19/2024 |
 Bitmine Immersion Technologies Inc (BMNR) | 1.56% | 4.24% | 23.87% | - |
 Plug Power (PLUG) | 1.49% | 0% | 38.11% | 9/8/2025 |
 ARK Blockchain & Fintech Innovation ETF (ARKF) | 1.21% | 0% | 18.45% | 8/20/2023 |
 UnitedHealth (UNH) | 1.18% | 0% | 38.51% | 8/4/2025 |
 McDonald's (MCD) | 1.17% | 0% | 49.76% | 6/26/2025 |
 Avalanche (AVAX) | 1.14% | 0% | 51.62% | 7/8/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 1.09% | 0% | 39.64% | 1/14/2025 |
 Entergy (ETR) | 1.07% | 0% | 17.07% | 8/20/2023 |
 Evolution (EVO.ST) | 1.05% | 0% | 43.69% | 10/31/2025 |
 iShares Global clean energy ETF (ICLN) | 1.01% | 0% | 57.52% | 9/5/2025 |
 Palantir (PLTR) | 1% | 0% | 18.45% | 8/20/2023 |
 Arbor Realty (ABR) | 0.97% | 0% | 21.36% | 5/15/2024 |
 Uber (UBER) | 0.9% | 2.87% | 33.5% | - |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 0.85% | 0% | 51.21% | 9/5/2025 |
 XRP (XRP) | 0.79% | 0% | 30.83% | 3/19/2024 |
 Meta (META) | 0.76% | 4.54% | 16.75% | - |
 Iron Mountain (IRM) | 0.67% | 0% | 6.55% | 5/9/2023 |
 SharpLink Inc (SBET) | 0.61% | 0% | 12.3% | 1/21/2026 |
 MSCI (MSCI) | 0.52% | 0% | 35.92% | 2/6/2026 |
 Snap-on (SNA) | 0.51% | 0% | 34.47% | 4/17/2025 |
 Invesco Senior Loan ETF (BKLN) | 0.5% | 0% | 5.42% | 10/30/2023 |
 Starbucks (SBUX) | 0.49% | 0% | 16.18% | 10/14/2024 |
 Duolingo (DUOL) | 0.47% | 1.45% | 23.71% | - |
 Chubb (CB) | 0.45% | 0% | 17.07% | 8/13/2025 |
 LVMH (MC.PA) | 0.45% | 0% | 47.98% | 9/10/2025 |
 AEP (AEP) | 0.38% | 0% | 16.67% | 8/20/2023 |
 Williams (WMB) | 0.38% | 0% | 15.7% | 8/8/2023 |
 NoImportan3 | 0.33% | 0% | 3.72% | 8/22/2023 |
 Apple (AAPL) | 0.29% | 0% | 9.39% | 8/6/2024 |
 S&P Global (SPGI) | 0.27% | 0% | 20.79% | 7/23/2025 |
 Algorand (ALGO) | 0.26% | 0% | 45.71% | 7/8/2025 |
 eToro Group LTD (ETOR) | 0.25% | 0% | 19.01% | 1/6/2026 |
 Coca-Cola (KO) | 0.23% | 0% | 28.48% | 10/4/2024 |
 Invesco Solar ETF (TAN) | 0.2% | 0% | 1.38% | 1/18/2023 |
 Alerian MLP ETF (AMLP) | 0.19% | 0% | 15.7% | 4/23/2024 |
 Ethereum (ETH) | 0.19% | 0% | 4.53% | 8/19/2025 |
 Toyota (TM) | 0.19% | 0% | 35.6% | 1/2/2025 |
 Nu (NU) | 0.18% | 0% | 6.72% | 5/20/2025 |
 ADM (ADM) | 0.18% | 0% | 15.13% | 8/6/2024 |
 Broadcom (AVGO) | 0.17% | 0% | 2.59% | 2/21/2023 |
 Sui (SUI) | 0.15% | 0% | 15.53% | 7/8/2025 |
 Hedera Hashgraph (HBAR) | 0.13% | 0% | 15.45% | 7/8/2025 |
 Arcadium Lithium Plc (ALTM) | 0.13% | 0% | 17.15% | 10/14/2024 |
 Nebius Group NV (NBIS) | 0.13% | 0% | 5.91% | 3/19/2026 |
 Chainlink (LINK) | 0.11% | 0% | 27.35% | 1/19/2025 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.1% | 0% | 6.8% | 5/9/2024 |
 Adobe (ADBE) | 0.1% | 0% | 7.44% | 12/6/2024 |
 BYD (01211.HK) | 0.09% | 0% | 6.15% | 9/30/2025 |
 Pfizer (PFE) | 0.09% | 0% | 13.59% | 7/18/2024 |
 Altria (MO) | 0.09% | 0% | 11% | 5/8/2024 |
 Qualcomm (QCOM) | 0.08% | 0% | 4.13% | 11/7/2024 |
 ServiceNow (NOW) | 0.07% | 4.94% | 1.78% | - |
 ARM (ARM) | 0.06% | 0% | 8.17% | 9/16/2024 |
 Nutrien (NTR) | 0.06% | 0% | 7.28% | 4/16/2024 |
 Lowe's (LOW) | 0.05% | 0% | 5.99% | 8/6/2024 |
 ANSYS (ANSS) | 0.05% | 0% | 1.86% | 6/7/2023 |
 Symbotic (SYM) | 0.04% | 0% | 1.46% | 7/14/2025 |
 Vanguard Information Technology (VGT) | 0.04% | 0% | 1.94% | 10/2/2023 |
 Polkadot (DOT) | 0.04% | 0% | 11% | 4/24/2024 |
 Mastercard (MA) | 0.03% | 0% | 2.18% | 7/23/2025 |
 FICO (FICO) | 0.03% | 0% | 2.35% | 6/26/2025 |
 Cleanspark (CLSK) | 0.03% | 0% | 0.89% | 10/21/2025 |
 iShares 0-1 Year Treasury Bond (SHV) | 0.03% | 0% | 1.21% | 11/14/2023 |
 NVIDIA (NVDA) | 0.03% | 0% | 1.54% | 2/3/2025 |
 Southern Co (SO) | 0.03% | 0% | 1.46% | 9/25/2023 |
 Hershey (HSY) | 0.03% | 0% | 0.57% | 7/12/2023 |
 Enterprise Products (EPD) | 0.02% | 0% | 1.13% | 8/6/2025 |
 Arista (ANET) | 0.02% | 0% | 0.65% | 5/17/2023 |
 Deckers (DECK) | 0.02% | 0% | 0.32% | 5/26/2023 |
 Floor & Decor (FND) | 0.01% | 0% | 0.57% | 5/16/2023 |
 MarketAxess (MKTX) | 0.01% | 0% | 0.57% | 5/16/2023 |
 UiPath (PATH) | 0.01% | 0% | 0.65% | 1/14/2026 |
 Mondelez (MDLZ) | 0.01% | 0% | 1.21% | 2/26/2025 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.01% | 0% | 0.4% | 1/9/2026 |
 Sonic (prev. FTM) (S) | 0.01% | 0% | 1.13% | 11/18/2023 |
 Workday (WDAY) | 0.01% | 0% | 0.24% | 5/12/2023 |
 Copper (Expiring Future) (COPPER.FUT) | 0% | 0% | 0.32% | 10/7/2025 |
 Terra 2.0 (LUNA2) | 0% | 0% | 15.13% | 4/1/2024 |
 QuantumScape (QS) | 0% | 0% | 0.24% | 7/21/2025 |
 Gold (Non Expiry) (GOLD) | 0% | 0% | 0.08% | 1/4/2024 |
 Bullish (BLSH) | 0% | 0% | 0.08% | 8/14/2025 |
 Terra Classic (LUNC) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 15.15% | 13.96% |
| Alphabet (GOOG) | 6.61% | 10.95% |
| Micron (MU) | 3.38% | 8.81% |
| Amazon (AMZN) | 7.98% | 8.25% |
| Vanguard Dividend Appreciation ETF (VIG) | 6.73% | 7.29% |
| ASML (ASML) | 5.24% | 7.09% |
| Bitmine Immersion Technologies Inc (BMNR) | 10.55% | 6.58% |
| Booking (BKNG) | 4.19% | 4.83% |
| VICI Properties (VICI) | 4.83% | 3.96% |
| SharpLink Inc (SBET) | 8.14% | 3.81% |
| Uber (UBER) | 4.43% | 3.79% |
| Invesco QQQ (QQQ) | 2.66% | 3.75% |
| Meta (META) | 3.87% | 3.36% |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 1.89% | 2.73% |
| Vanguard Total International Stock ETF (VXUS) | 2.01% | 2.43% |
| Duolingo (DUOL) | 3.87% | 1.85% |
| MSCI (MSCI) | 1.77% | 1.64% |
| eToro Group LTD (ETOR) | 2.26% | 1.05% |
Cash & Instruments Over Time
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