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Portfolio Diversification
Range
Most Diversified
42 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
31.7 instruments
Most Consistent Holdings
Top 5
BTC67.04%
BRK.B55.72%
DHI54.23%
EWJ48.11%
AMZN47.14%
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 |
|---|---|---|---|---|
| Ishares MSCI JAPAN ETF (EWJ) | 2.76% | 0% | 48.11% | 1/24/2025 |
 Vanguard FTSE All-World ex-US (VEU) | 2.49% | 7.16% | 33.49% | - |
 PetroChina Company Limited -ADR (PTRCY) | 2.23% | 0% | 42.85% | 11/20/2023 |
| Bitcoin (BTC) | 2.11% | 2.07% | 67.04% | - |
 Pilgrim's Pride (PPC) | 1.73% | 0% | 38.23% | 10/3/2025 |
 Meta (META) | 1.7% | 0% | 35.7% | 3/28/2025 |
 Mizuho Financial Group (MFG) | 1.69% | 1.91% | 28.74% | - |
 Genworth (GNW) | 1.47% | 0% | 35.44% | 2/27/2026 |
| Amazon (AMZN) | 1.45% | 0% | 47.14% | 3/30/2026 |
 America Movil (AMX) | 1.43% | 0% | 23.08% | 7/24/2024 |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 1.43% | 0% | 25.29% | 10/2/2023 |
 Merck (MRK) | 1.4% | 0% | 23.41% | 7/24/2024 |
 Sprott Physical Silver Trust (PSLV) | 1.34% | 4.46% | 24.64% | - |
 Realty Income (O) | 1.33% | 6.2% | 27.57% | - |
 StoneX (SNEX) | 1.31% | 0.83% | 28.54% | - |
 iShares Core MSCI Europe ETF (IEUR) | 1.21% | 0% | 17.17% | 10/2/2023 |
 Microsoft (MSFT) | 1.2% | 0% | 28.48% | 3/28/2025 |
 iShares MSCI Emerging Markets ETF (EEM) | 1.19% | 0% | 23.21% | 10/2/2023 |
 Virtu Financial (VIRT) | 1.13% | 0% | 23.8% | 10/3/2025 |
 Tyson Foods (TSN) | 1.13% | 3.1% | 36.61% | - |
| Berkshire Hathaway (BRK.B) | 1.11% | 0% | 55.72% | 3/30/2026 |
 VICI Properties (VICI) | 1.06% | 0% | 35.11% | 3/30/2026 |
 Stride (LRN) | 1.03% | 0% | 26.46% | 3/30/2026 |
 Toyota (TM) | 1.02% | 0% | 24.58% | 7/24/2024 |
 Alphabet (GOOG) | 1.02% | 0% | 35.96% | 3/28/2025 |
 Gilead Sciences (GILD) | 0.99% | 0% | 21.85% | 3/6/2026 |
 Philip Morris (PM) | 0.99% | 0.91% | 28.48% | - |
 Twilio (TWLO) | 0.96% | 0% | 39.73% | 3/28/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 0.94% | 0% | 19.64% | 11/11/2024 |
 Supermicro (SMCI) | 0.89% | 0% | 28.61% | 9/3/2024 |
| D.R. Horton (DHI) | 0.89% | 0% | 54.23% | 11/11/2024 |
 Raytheon (RTX) | 0.87% | 0% | 24.51% | 3/28/2025 |
 Capitol Federal (CFFN) | 0.86% | 5.57% | 12.42% | - |
 British American Tobacco (BTI) | 0.85% | 0% | 21.13% | 10/3/2025 |
 Brazil Index MSCI Ishares (EWZ) | 0.82% | 0% | 25.62% | 11/11/2024 |
 Allstate (ALL) | 0.81% | 0% | 17.36% | 3/30/2026 |
 Ingredion (INGR) | 0.8% | 0% | 31.14% | 3/30/2026 |
 Salesforce (CRM) | 0.8% | 0% | 38.82% | 7/24/2024 |
 NVIDIA (NVDA) | 0.79% | 0% | 19.64% | 11/11/2024 |
 Arista (ANET) | 0.77% | 0% | 36.35% | 7/24/2024 |
 Provident Financial (PFS) | 0.77% | 0% | 9.17% | 2/27/2026 |
 Unum (UNM) | 0.76% | 0% | 13% | 8/14/2025 |
 AIG (AIG) | 0.76% | 0% | 28.54% | 1/11/2024 |
 Fifth Third (FITB) | 0.73% | 0% | 36.35% | 9/30/2024 |
 iShares MSCI Taiwan ETF (EWT) | 0.71% | 0% | 30.04% | 1/24/2025 |
 Jabil (JBL) | 0.71% | 0% | 32.51% | 1/11/2024 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.69% | 0% | 18.14% | 7/24/2024 |
 Apple (AAPL) | 0.68% | 0% | 16.97% | 9/30/2024 |
 GM (GM) | 0.66% | 0% | 31.08% | 2/10/2025 |
 Ford (F) | 0.65% | 0% | 22.56% | 1/5/2023 |
 Micron (MU) | 0.63% | 4.27% | 27.18% | - |
 Centene (CNC) | 0.58% | 0% | 15.41% | 7/24/2024 |
 BioNTech SE (BNTX) | 0.58% | 0% | 17.56% | 6/30/2023 |
 Honda (HMC) | 0.58% | 0% | 18.27% | 7/24/2024 |
 HP (HPQ) | 0.58% | 0% | 22.56% | 1/5/2023 |
 Target (TGT) | 0.57% | 0% | 29.13% | 7/24/2024 |
 Vale (VALE) | 0.57% | 0% | 14.43% | 1/5/2023 |
 Broadcom (AVGO) | 0.56% | 0% | 21% | 1/17/2024 |
 United Airlines (UAL) | 0.56% | 0% | 18.6% | 2/10/2025 |
 T-Mobile (TMUS) | 0.55% | 0% | 19.12% | 3/6/2026 |
 NetScout (NTCT) | 0.55% | 5.13% | 12.42% | - |
 AppLovin (APP) | 0.55% | 0% | 15.54% | 11/11/2024 |
 Ethereum (ETH) | 0.54% | 0% | 30.1% | 1/24/2025 |
 UBS (UBS) | 0.54% | 0% | 24.25% | 6/30/2023 |
 Lenovo (0992.HK) | 0.52% | 0% | 22.63% | 1/6/2023 |
 PDD Holdings (PDD) | 0.51% | 0% | 18.34% | 11/11/2024 |
 Caterpillar (CAT) | 0.51% | 0% | 32.77% | 7/24/2024 |
 Kroger (KR) | 0.51% | 0% | 17.36% | 3/30/2026 |
 Wells Fargo (WFC) | 0.49% | 0% | 28.22% | 9/30/2024 |
 Huron (HURN) | 0.48% | 0% | 12.29% | 10/3/2025 |
 Public Storage (PSA) | 0.47% | 0% | 9.49% | 2/28/2023 |
 HSBC (HSBC) | 0.47% | 0% | 16.25% | 10/3/2025 |
 Qualcomm (QCOM) | 0.45% | 0% | 20.48% | 1/5/2023 |
 Resolute Forest Products Inc (RFP) | 0.45% | 0% | 14.82% | 3/6/2023 |
 Olin (OLN) | 0.44% | 0% | 22.56% | 1/5/2023 |
 Perdoceo (PRDO) | 0.44% | 2.63% | 18.6% | - |
 U.S. Steel (X) | 0.44% | 0% | 30.36% | 6/30/2023 |
 TravelCenters of America LLC (TA) | 0.42% | 0% | 27.5% | 5/17/2023 |
 Okta (OKTA) | 0.41% | 0% | 22.11% | 9/30/2024 |
 CF Industries (CF) | 0.41% | 0% | 14.43% | 1/5/2023 |
 Mosaic (MOS) | 0.4% | 0% | 22.56% | 1/5/2023 |
 Vista Outdoor (VSTO) | 0.4% | 0% | 9.04% | 10/17/2023 |
 BBVA (BBVA.MC) | 0.4% | 0% | 11.51% | 10/2/2023 |
 Intapp (INTA) | 0.39% | 0% | 8.84% | 3/28/2025 |
 Stellantis (STLAM.MI) | 0.39% | 0% | 16.51% | 1/6/2023 |
 National Fuel (NFG) | 0.39% | 0% | 12.22% | 10/3/2025 |
 IBEX (IBEX) | 0.38% | 0% | 15.34% | 2/27/2026 |
 Copa (CPA) | 0.37% | 0% | 11.77% | 10/2/2023 |
 AT&T (T) | 0.36% | 0% | 12.22% | 10/3/2025 |
 Diamondback (FANG) | 0.36% | 0% | 22.56% | 1/5/2023 |
 Stellantis (STLA.US) | 0.34% | 0% | 14.43% | 1/5/2023 |
 Siemens (SIE.DE) | 0.34% | 0% | 17.1% | 10/2/2023 |
 Medtronic (MDT.US) | 0.33% | 0% | 8.97% | 7/24/2024 |
 SM Energy (SM) | 0.33% | 0% | 26.98% | 1/11/2024 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.33% | 0% | 17.17% | 10/2/2023 |
 Fresenius (FMS) | 0.33% | 0% | 12.29% | 10/3/2025 |
 iShares MSCI India ETF (INDA) | 0.32% | 0% | 9.23% | 1/24/2025 |
 Whiting Petroleum Corp (WLL) | 0.31% | 0% | 5.72% | 7/1/2022 |
 Progressive (PGR) | 0.3% | 0% | 10.99% | 10/3/2025 |
 ON Semiconductor (ON) | 0.3% | 0% | 20.81% | 11/28/2023 |
 Mattel (MAT) | 0.3% | 0% | 16.51% | 1/5/2023 |
 Dropbox (DBX) | 0.29% | 0% | 10.08% | 3/7/2024 |
 Cal-Maine Foods (CALM) | 0.29% | 0% | 17.3% | 3/30/2026 |
 PBF Energy (PBF) | 0.28% | 0% | 16.06% | 3/7/2024 |
 IIPR (IIPR) | 0.28% | 0% | 23.54% | 7/24/2024 |
 Builders FirstSource (BLDR) | 0.28% | 0% | 22.56% | 1/5/2023 |
 Canadian Solar (CSIQ) | 0.28% | 0% | 13.72% | 10/2/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.28% | 0% | 5.85% | 2/10/2025 |
 PNM Resources (TXNM) | 0.27% | 0% | 9.04% | 8/14/2025 |
 Freeport-McMoRan (FCX) | 0.27% | 4.83% | 17.69% | - |
 Cigna (CI) | 0.26% | 0% | 10.47% | 9/30/2024 |
 Petrobras (PBR) | 0.26% | 0% | 12.03% | 11/21/2022 |
 Qantas (QAN.ASX) | 0.26% | 0% | 11.44% | 7/3/2023 |
 Valero (VLO) | 0.25% | 0% | 8.84% | 1/11/2024 |
 Capital One (COF) | 0.24% | 0% | 17.88% | 7/24/2024 |
 Kenvue (KVUE) | 0.24% | 0% | 6.44% | 3/7/2024 |
 Ovintiv (OVV) | 0.24% | 0% | 22.56% | 1/5/2023 |
 Omega Healthcare (OHI) | 0.24% | 1.36% | 18.66% | - |
 Baidu (BIDU) | 0.23% | 0% | 7.8% | 6/30/2023 |
 Tapestry (TPR) | 0.23% | 0% | 24.77% | 7/24/2024 |
 Crowdstrike (CRWD) | 0.22% | 0% | 8.39% | 1/11/2024 |
 Uber (UBER) | 0.22% | 0% | 15.93% | 12/11/2024 |
 OneSpan (OSPN) | 0.22% | 0% | 8.84% | 3/28/2025 |
 Host Hotels (HST) | 0.21% | 0% | 15.41% | 7/24/2024 |
 Cloudflare (NET) | 0.2% | 0% | 7.09% | 11/11/2024 |
 Golden Ocean (GOGL.OL) | 0.19% | 0% | 11.83% | 11/21/2022 |
 GoDaddy (GDDY) | 0.19% | 0% | 7.09% | 11/11/2024 |
 GigaCloud (GCT) | 0.18% | 0% | 6.63% | 7/24/2024 |
 IGI (IGIC) | 0.18% | 0% | 3.9% | 1/24/2025 |
 ConEd (ED) | 0.18% | 0% | 6.05% | 6/30/2025 |
 Vertex (VRTX) | 0.17% | 0% | 3.45% | 2/28/2023 |
 NatWest (NWG.L) | 0.17% | 3.68% | 6.5% | - |
 Barclays (BCS) | 0.17% | 0% | 8.71% | 11/11/2024 |
 ConAgra (CAG) | 0.17% | 0% | 8.91% | 7/17/2023 |
 GE (GE) | 0.17% | 0% | 7.67% | 1/24/2025 |
 AbbVie (ABBV) | 0.16% | 0% | 6.05% | 6/30/2025 |
 PNC (PNC) | 0.16% | 0% | 4.81% | 1/24/2025 |
 Tarsus (TARS) | 0.16% | 0% | 6.63% | 7/24/2024 |
 APA (APA) | 0.16% | 0% | 22.56% | 1/5/2023 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.15% | 0% | 5.27% | 3/29/2023 |
 Visteon (VC) | 0.15% | 0% | 11.64% | 7/6/2023 |
 BioMarin (BMRN) | 0.15% | 0% | 6.11% | 6/30/2025 |
 KB Home (KBH) | 0.15% | 0% | 9.17% | 11/11/2024 |
 Bank of America (BAC) | 0.15% | 0% | 7.09% | 11/11/2024 |
 Mercury General (MCY) | 0.15% | 0% | 4.81% | 1/24/2025 |
 Lowe's (LOW) | 0.15% | 0% | 7.48% | 10/25/2023 |
 SK Telecom (SKM) | 0.14% | 0% | 6.05% | 4/4/2022 |
 ING (INGA.NV) | 0.14% | 0% | 10.14% | 3/30/2023 |
 American Tower (AMT) | 0.14% | 0% | 3.45% | 2/28/2023 |
 Charter (CHTR) | 0.14% | 0% | 6.5% | 1/11/2024 |
 Regions (RF) | 0.14% | 0% | 8.13% | 5/6/2022 |
 Intesa Sanpaolo (ISP.MI) | 0.14% | 0% | 6.11% | 7/3/2023 |
 Honeywell (HON) | 0.13% | 0% | 7.09% | 11/11/2024 |
 Splunk Inc (SPLK) | 0.13% | 0% | 6.37% | 3/20/2024 |
 GoPro (GPRO) | 0.13% | 0% | 6.05% | 4/4/2022 |
 Kodiak Gas Services (KGS.US) | 0.13% | 4.58% | 2.8% | - |
 Skyline Champion (SKY.US) | 0.12% | 0% | 5.98% | 6/30/2023 |
 Zscaler (ZS) | 0.12% | 0% | 4.42% | 9/30/2024 |
 Chevron (CVX) | 0.12% | 3.74% | 2.8% | - |
 Fastly (FSLY) | 0.12% | 0% | 8.71% | 10/17/2023 |
 Iamgold (IAG) | 0.12% | 0% | 2.41% | 3/19/2025 |
 Agree Realty (ADC) | 0.12% | 0% | 2.67% | 11/11/2024 |
 Magnite (MGNI) | 0.12% | 0% | 16.06% | 11/11/2024 |
 Group 1 Automotive (GPI) | 0.11% | 0% | 8.13% | 5/6/2022 |
 Kinross Gold (KGC) | 0.11% | 0% | 4.81% | 1/24/2025 |
 Ternium (TX) | 0.11% | 0% | 6.05% | 4/4/2022 |
 NRG Energy (NRG) | 0.1% | 0% | 2.67% | 11/11/2024 |
 Transdigm (TDG) | 0.1% | 0% | 5.53% | 10/2/2023 |
 Vanguard FTSE Europe ETF (VGK) | 0.1% | 0% | 6.05% | 4/4/2022 |
 Iberdrola (IBE.MC) | 0.1% | 0% | 2.67% | 11/11/2024 |
 R.R.Donnelley & Sons Co (RRD) | 0.1% | 0% | 3.77% | 2/27/2022 |
 Golden Ocean (GOGL.US) | 0.09% | 0% | 8.97% | 7/24/2024 |
 Norsk Hydro (NHY.OL) | 0.09% | 0% | 5.27% | 3/30/2023 |
 MaxLinear (MXL) | 0.09% | 0% | 8.13% | 5/6/2022 |
 AMD (AMD) | 0.09% | 0% | 8.13% | 5/6/2022 |
 PayPal (PYPL) | 0.08% | 0% | 4.81% | 1/24/2025 |
 Spotify (SPOT) | 0.08% | 0% | 6.44% | 3/7/2024 |
 MasTec (MTZ) | 0.08% | 0% | 4.42% | 9/30/2024 |
 Toast (TOST) | 0.08% | 0% | 4.03% | 3/28/2025 |
 Coherent (COHR) | 0.08% | 0% | 8.97% | 7/24/2024 |
 Par Pacific (PARR) | 0.08% | 1.43% | 2.8% | - |
 Carnival (CCL) | 0.08% | 0% | 4.81% | 1/24/2025 |
 GLPI (GLPI) | 0.08% | 0% | 3.45% | 2/28/2023 |
 NatWest (NWG) | 0.06% | 0% | 2.67% | 11/11/2024 |
 Oracle (ORCL) | 0.06% | 0% | 2.08% | 5/6/2022 |
 JD.com (JD.US) | 0.06% | 0% | 1.95% | 12/11/2024 |
 CorMedix (CRMD) | 0.05% | 0% | 1.82% | 12/9/2024 |
 Nestle (NESN.ZU) | 0.05% | 0% | 1.11% | 7/24/2023 |
 Palantir (PLTR) | 0.05% | 0% | 5.53% | 10/2/2023 |
 Clover Health (CLOV) | 0.05% | 0% | 3.45% | 3/19/2025 |
 Plains All American (PAA) | 0.05% | 0% | 1.56% | 3/30/2026 |
 Frontline (FRO) | 0.05% | 4.2% | 1.17% | - |
 Remit Global (RELY) | 0.05% | 4.56% | 1.17% | - |
 Fresh Del Monte (FDP) | 0.04% | 3.56% | 1.17% | - |
 W&T Offshore (WTI) | 0.04% | 0% | 3.45% | 2/28/2023 |
 STMicroelectronics (STMPA.PA) | 0.04% | 0% | 2.21% | 5/9/2022 |
 Manulife (MFC) | 0.04% | 3.5% | 1.17% | - |
 Vistra (VST) | 0.04% | 0% | 0.91% | 11/25/2024 |
 Unilever (ULVR.L) | 0.04% | 0% | 0.85% | 10/16/2023 |
 Jazz Pharmaceuticals (JAZZ) | 0.04% | 3.3% | 1.17% | - |
 Hanover (THG) | 0.04% | 3.23% | 1.17% | - |
 Shopify (SHOP) | 0.04% | 0% | 3.58% | 1/11/2024 |
 Keurig Dr Pepper (KDP) | 0.04% | 3.1% | 1.17% | - |
 NXP (NXPI) | 0.04% | 0% | 2.08% | 5/6/2022 |
 Invesco Solar ETF (TAN) | 0.03% | 0% | 3.64% | 3/28/2025 |
 Iron Mountain (IRM) | 0.03% | 0% | 1.17% | 1/23/2023 |
 SolarEdge (SEDG) | 0.03% | 0% | 1.82% | 3/29/2023 |
 Huazhu (HTHT) | 0.03% | 2.44% | 1.17% | - |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 0.02% | 0% | 0.39% | 10/17/2023 |
 STMicroelectronics (STM.US) | 0.02% | 0% | 1.82% | 3/29/2023 |
 Vir (VIR) | 0.01% | 0% | 0.59% | 3/9/2023 |
 Zeta Global (ZETA) | 0.01% | 0% | 0.26% | 11/15/2024 |
 Wintrust (WTFC) | 0% | 0% | 0.07% | 1/18/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Provident Financial (PFS) | 8.64% | 8.29% |
| Genworth (GNW) | 8.3% | 8.05% |
| Sprott Physical Silver Trust (PSLV) | 4.06% | 7.88% |
| StoneX (SNEX) | 8.67% | 7.7% |
| Capitol Federal (CFFN) | 6.83% | 7.09% |
| Vanguard FTSE All-World ex-US (VEU) | 5.55% | 6.54% |
| Realty Income (O) | 5.72% | 5.47% |
| Gilead Sciences (GILD) | 4.98% | 5.3% |
| Allstate (ALL) | 4.8% | 4.85% |
| Mizuho Financial Group (MFG) | 3.36% | 4.58% |
| NetScout (NTCT) | 4.32% | 4.2% |
| VICI Properties (VICI) | 3.69% | 3.11% |
| Tyson Foods (TSN) | 3.14% | 2.84% |
| IBEX (IBEX) | 2.19% | 2.77% |
| Kroger (KR) | 3.23% | 2.73% |
| Bitcoin (BTC) | 2.4% | 2.49% |
| T-Mobile (TMUS) | 2.77% | 2.29% |
| Ingredion (INGR) | 2.77% | 2.18% |
| Perdoceo (PRDO) | 2.49% | 2.16% |
| Berkshire Hathaway (BRK.B) | 2.03% | 2.03% |
| Stride (LRN) | 4.46% | 1.97% |
| Cal-Maine Foods (CALM) | 1.85% | 1.43% |
| Omega Healthcare (OHI) | 1.11% | 1.3% |
| Amazon (AMZN) | 1.3% | 1.24% |
| Philip Morris (PM) | 0.77% | 0.94% |
Cash & Instruments Over Time
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