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Portfolio Diversification
Range
Most Diversified
42 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
31.2 instruments
Most Consistent Holdings
Top 5
BTC70.15%
BRK.B49.77%
DHI48.43%
EWJ42.97%
AMZN42.1%
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 |
|---|---|---|---|---|
 Vanguard FTSE All-World ex-US (VEU) | 2.94% | 6.95% | 40.01% | - |
| Ishares MSCI JAPAN ETF (EWJ) | 2.46% | 0% | 42.97% | 1/24/2025 |
| Bitcoin (BTC) | 2.09% | 2.25% | 70.15% | - |
 PetroChina Company Limited -ADR (PTRCY) | 1.99% | 0% | 38.27% | 11/20/2023 |
 Sprott Physical Silver Trust (PSLV) | 1.55% | 3.06% | 32.11% | - |
 Pilgrim's Pride (PPC) | 1.55% | 0% | 34.15% | 10/3/2025 |
 Mizuho Financial Group (MFG) | 1.53% | 0% | 26.71% | 5/8/2026 |
 Meta (META) | 1.52% | 0% | 31.88% | 3/28/2025 |
 StoneX (SNEX) | 1.46% | 2.54% | 35.71% | - |
 Genworth (GNW) | 1.32% | 0% | 31.65% | 2/27/2026 |
| Amazon (AMZN) | 1.3% | 0% | 42.1% | 3/30/2026 |
 Realty Income (O) | 1.29% | 0% | 26.66% | 5/28/2026 |
 America Movil (AMX) | 1.28% | 0% | 20.62% | 7/24/2024 |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 1.27% | 0% | 22.59% | 10/2/2023 |
 Merck (MRK) | 1.25% | 0% | 20.91% | 7/24/2024 |
 Tyson Foods (TSN) | 1.21% | 0% | 40.01% | 8/31/2026 |
 Capitol Federal (CFFN) | 1.2% | 3.93% | 21.37% | - |
 iShares Core MSCI Europe ETF (IEUR) | 1.08% | 0% | 15.33% | 10/2/2023 |
 Microsoft (MSFT) | 1.07% | 0% | 25.44% | 3/28/2025 |
 iShares MSCI Emerging Markets ETF (EEM) | 1.06% | 0% | 20.73% | 10/2/2023 |
 Virtu Financial (VIRT) | 1.01% | 0% | 21.25% | 10/3/2025 |
| Berkshire Hathaway (BRK.B) | 0.99% | 0% | 49.77% | 3/30/2026 |
 VICI Properties (VICI) | 0.95% | 0% | 31.36% | 3/30/2026 |
 Stride (LRN) | 0.92% | 0% | 23.64% | 3/30/2026 |
 Toyota (TM) | 0.91% | 0% | 21.95% | 7/24/2024 |
 Alphabet (GOOG) | 0.91% | 0% | 32.11% | 3/28/2025 |
 Philip Morris (PM) | 0.91% | 0% | 27.41% | 5/28/2026 |
 Gilead Sciences (GILD) | 0.89% | 0% | 19.51% | 3/6/2026 |
 Twilio (TWLO) | 0.86% | 0% | 35.48% | 3/28/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 0.84% | 0% | 17.54% | 11/11/2024 |
 NetScout (NTCT) | 0.8% | 0% | 18.41% | 8/31/2026 |
 Supermicro (SMCI) | 0.8% | 0% | 25.55% | 9/3/2024 |
| D.R. Horton (DHI) | 0.79% | 0% | 48.43% | 11/11/2024 |
 Raytheon (RTX) | 0.78% | 0% | 21.89% | 3/28/2025 |
 Micron (MU) | 0.78% | 1.65% | 34.38% | - |
 British American Tobacco (BTI) | 0.76% | 0% | 18.87% | 10/3/2025 |
 Brazil Index MSCI Ishares (EWZ) | 0.73% | 0% | 22.88% | 11/11/2024 |
 Allstate (ALL) | 0.73% | 0% | 15.51% | 3/30/2026 |
 Ingredion (INGR) | 0.72% | 0% | 27.82% | 3/30/2026 |
 Salesforce (CRM) | 0.72% | 0% | 34.67% | 7/24/2024 |
 NVIDIA (NVDA) | 0.7% | 0% | 17.54% | 11/11/2024 |
 Arista (ANET) | 0.69% | 0% | 32.46% | 7/24/2024 |
 Provident Financial (PFS) | 0.69% | 0% | 8.19% | 2/27/2026 |
 Unum (UNM) | 0.68% | 0% | 11.61% | 8/14/2025 |
 AIG (AIG) | 0.68% | 0% | 25.49% | 1/11/2024 |
 Fifth Third (FITB) | 0.65% | 0% | 32.46% | 9/30/2024 |
 Omega Healthcare (OHI) | 0.64% | 4.4% | 26.95% | - |
 iShares MSCI Taiwan ETF (EWT) | 0.64% | 0% | 26.83% | 1/24/2025 |
 Jabil (JBL) | 0.63% | 0% | 29.04% | 1/11/2024 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.61% | 0% | 16.2% | 7/24/2024 |
 Apple (AAPL) | 0.61% | 0% | 15.16% | 9/30/2024 |
 Perdoceo (PRDO) | 0.61% | 2.01% | 26.77% | - |
 GM (GM) | 0.59% | 0% | 27.76% | 2/10/2025 |
 Ford (F) | 0.58% | 0% | 20.15% | 1/5/2023 |
 Hanover (THG) | 0.55% | 5.44% | 11.27% | - |
 Freeport-McMoRan (FCX) | 0.52% | 2.69% | 25.96% | - |
 Centene (CNC) | 0.52% | 0% | 13.76% | 7/24/2024 |
 BioNTech SE (BNTX) | 0.52% | 0% | 15.68% | 6/30/2023 |
 Honda (HMC) | 0.51% | 0% | 16.32% | 7/24/2024 |
 HP (HPQ) | 0.51% | 0% | 20.15% | 1/5/2023 |
 Target (TGT) | 0.51% | 0% | 26.02% | 7/24/2024 |
 Vale (VALE) | 0.51% | 0% | 12.89% | 1/5/2023 |
 Broadcom (AVGO) | 0.5% | 0% | 18.76% | 1/17/2024 |
 United Airlines (UAL) | 0.5% | 0% | 16.61% | 2/10/2025 |
 T-Mobile (TMUS) | 0.49% | 0% | 17.07% | 3/6/2026 |
 AppLovin (APP) | 0.49% | 0% | 13.88% | 11/11/2024 |
 Ethereum (ETH) | 0.48% | 0% | 26.89% | 1/24/2025 |
 UBS (UBS) | 0.48% | 0% | 21.66% | 6/30/2023 |
 Petrobras (PBR) | 0.46% | 3.24% | 19.8% | - |
 Lenovo (0992.HK) | 0.46% | 0% | 20.21% | 1/6/2023 |
 PDD Holdings (PDD) | 0.46% | 0% | 16.38% | 11/11/2024 |
 Caterpillar (CAT) | 0.45% | 0% | 29.27% | 7/24/2024 |
 Kroger (KR) | 0.45% | 0% | 15.51% | 3/30/2026 |
 Wells Fargo (WFC) | 0.44% | 0% | 25.2% | 9/30/2024 |
 Huron (HURN) | 0.43% | 0% | 10.98% | 10/3/2025 |
 Public Storage (PSA) | 0.42% | 0% | 8.48% | 2/28/2023 |
 HSBC (HSBC) | 0.42% | 0% | 14.52% | 10/3/2025 |
 Remit Global (RELY) | 0.41% | 3.49% | 11.21% | - |
 Qualcomm (QCOM) | 0.4% | 0% | 18.29% | 1/5/2023 |
 Resolute Forest Products Inc (RFP) | 0.4% | 0% | 13.24% | 3/6/2023 |
 Olin (OLN) | 0.4% | 0% | 20.15% | 1/5/2023 |
 U.S. Steel (X) | 0.39% | 0% | 27.12% | 6/30/2023 |
 Par Pacific (PARR) | 0.38% | 3.8% | 12.66% | - |
 TravelCenters of America LLC (TA) | 0.38% | 0% | 24.56% | 5/17/2023 |
 Okta (OKTA) | 0.37% | 0% | 19.74% | 9/30/2024 |
 CF Industries (CF) | 0.36% | 0% | 12.89% | 1/5/2023 |
 Mosaic (MOS) | 0.36% | 0% | 20.15% | 1/5/2023 |
 Vista Outdoor (VSTO) | 0.36% | 0% | 8.07% | 10/17/2023 |
 BBVA (BBVA.MC) | 0.35% | 0% | 10.28% | 10/2/2023 |
 Intapp (INTA) | 0.35% | 0% | 7.9% | 3/28/2025 |
 Stellantis (STLAM.MI) | 0.35% | 0% | 14.75% | 1/6/2023 |
 National Fuel (NFG) | 0.34% | 0% | 10.92% | 10/3/2025 |
 IBEX (IBEX) | 0.34% | 0% | 13.7% | 2/27/2026 |
 Jazz Pharmaceuticals (JAZZ) | 0.33% | 2.53% | 11.15% | - |
 Copa (CPA) | 0.33% | 0% | 10.51% | 10/2/2023 |
 AT&T (T.US) | 0.32% | 0% | 10.92% | 10/3/2025 |
 Diamondback (FANG) | 0.32% | 0% | 20.15% | 1/5/2023 |
 FEMSA (FMX) | 0.32% | 4.12% | 8.07% | - |
 Stellantis (STLA.US) | 0.31% | 0% | 12.89% | 1/5/2023 |
 Siemens (SIE.DE) | 0.3% | 0% | 15.27% | 10/2/2023 |
 Medtronic (MDT.US) | 0.3% | 0% | 8.01% | 7/24/2024 |
 SM Energy (SM) | 0.3% | 0% | 24.1% | 1/11/2024 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.29% | 0% | 15.33% | 10/2/2023 |
 Fresenius (FMS) | 0.29% | 0% | 10.98% | 10/3/2025 |
 DaVita (DVA) | 0.29% | 3.09% | 8.13% | - |
 iShares MSCI India ETF (INDA) | 0.28% | 0% | 8.25% | 1/24/2025 |
 Kodiak Gas Services (KGS.US) | 0.28% | 0% | 9.81% | 8/31/2026 |
 Whiting Petroleum Corp (WLL) | 0.28% | 0% | 5.11% | 7/1/2022 |
 UNFI (UNFI) | 0.28% | 2.64% | 9.12% | - |
 Progressive (PGR) | 0.27% | 0% | 9.81% | 10/3/2025 |
 ON Semiconductor (ON) | 0.27% | 0% | 18.58% | 11/28/2023 |
 Mattel (MAT) | 0.26% | 0% | 14.75% | 1/5/2023 |
 Dropbox (DBX) | 0.26% | 0% | 9% | 3/7/2024 |
 Enel (ENIC) | 0.26% | 2.38% | 8.13% | - |
 Cal-Maine Foods (CALM) | 0.26% | 0% | 15.45% | 3/30/2026 |
 PBF Energy (PBF) | 0.25% | 0% | 14.34% | 3/7/2024 |
 IIPR (IIPR) | 0.25% | 0% | 21.02% | 7/24/2024 |
 Builders FirstSource (BLDR) | 0.25% | 0% | 20.15% | 1/5/2023 |
 Canadian Solar (CSIQ) | 0.25% | 0% | 12.25% | 10/2/2023 |
 LyondellBasell (LYB) | 0.25% | 3.13% | 8.13% | - |
 Vanguard S&P 500 ETF (VOO) | 0.25% | 0% | 5.23% | 2/10/2025 |
 PNM Resources (TXNM) | 0.24% | 0% | 8.07% | 8/14/2025 |
 Alpine Income Property Trust (PINE) | 0.24% | 1.69% | 8.07% | - |
 Cigna (CI) | 0.23% | 0% | 9.35% | 9/30/2024 |
 ZTO Express (ZTO) | 0.23% | 0% | 6.27% | 8/31/2026 |
 Qantas (QAN.ASX) | 0.23% | 0% | 10.22% | 7/3/2023 |
 Valero (VLO) | 0.22% | 0% | 7.9% | 1/11/2024 |
 Capital One (COF) | 0.21% | 0% | 15.97% | 7/24/2024 |
 Kenvue (KVUE) | 0.21% | 0% | 5.75% | 3/7/2024 |
 Ovintiv (OVV) | 0.21% | 0% | 20.15% | 1/5/2023 |
 Baidu (BIDU) | 0.2% | 0% | 6.97% | 6/30/2023 |
 Omnicom (OMC) | 0.2% | 2.3% | 9% | - |
 Tapestry (TPR) | 0.2% | 0% | 22.13% | 7/24/2024 |
 Crowdstrike (CRWD) | 0.2% | 0% | 7.49% | 1/11/2024 |
 TotalEnergies (TTE) | 0.2% | 0% | 5.28% | 8/31/2026 |
 Uber (UBER) | 0.2% | 0% | 14.23% | 12/11/2024 |
 OneSpan (OSPN) | 0.2% | 0% | 7.9% | 3/28/2025 |
 NatWest (NWG.L) | 0.19% | 0% | 6.97% | 5/11/2026 |
 Host Hotels (HST) | 0.19% | 0% | 13.76% | 7/24/2024 |
 Cloudflare (NET) | 0.18% | 0% | 6.33% | 11/11/2024 |
 Golden Ocean (GOGL.OL) | 0.17% | 0% | 10.57% | 11/21/2022 |
 GoDaddy (GDDY) | 0.17% | 0% | 6.33% | 11/11/2024 |
 Huazhu (HTHT) | 0.16% | 0% | 8.3% | 8/31/2026 |
 GigaCloud (GCT) | 0.16% | 0% | 5.92% | 7/24/2024 |
 Plains All American (PAA) | 0.16% | 4.19% | 4.24% | - |
 IGI (IGIC) | 0.16% | 0% | 3.48% | 1/24/2025 |
 ConEd (ED) | 0.16% | 0% | 5.4% | 6/30/2025 |
 Vertex (VRTX) | 0.15% | 0% | 3.08% | 2/28/2023 |
 Barclays (BCS) | 0.15% | 0% | 7.78% | 11/11/2024 |
 ConAgra (CAG) | 0.15% | 0% | 7.96% | 7/17/2023 |
 GE (GE) | 0.15% | 0% | 6.85% | 1/24/2025 |
 Chevron (CVX.US) | 0.15% | 0% | 3.54% | 5/8/2026 |
 AbbVie (ABBV) | 0.15% | 0% | 5.4% | 6/30/2025 |
 PNC (PNC) | 0.14% | 0% | 4.3% | 1/24/2025 |
 Tarsus (TARS) | 0.14% | 0% | 5.92% | 7/24/2024 |
 APA (APA) | 0.14% | 0% | 20.15% | 1/5/2023 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.14% | 0% | 4.7% | 3/29/2023 |
 Visteon (VC) | 0.14% | 0% | 10.39% | 7/6/2023 |
 BioMarin (BMRN) | 0.14% | 0% | 5.46% | 6/30/2025 |
 KB Home (KBH) | 0.13% | 0% | 8.19% | 11/11/2024 |
 Bank of America (BAC) | 0.13% | 0% | 6.33% | 11/11/2024 |
 Mercury General (MCY) | 0.13% | 0% | 4.3% | 1/24/2025 |
 Lowe's (LOW) | 0.13% | 0% | 6.68% | 10/25/2023 |
 SK Telecom (SKM) | 0.13% | 0% | 5.4% | 4/4/2022 |
 ING (INGA.NV) | 0.13% | 0% | 9.06% | 3/30/2023 |
 American Tower (AMT) | 0.13% | 0% | 3.08% | 2/28/2023 |
 Fresh Del Monte (DMC) | 0.12% | 0% | 3.02% | 5/28/2026 |
 Charter (CHTR) | 0.12% | 0% | 5.81% | 1/11/2024 |
 Regions (RF) | 0.12% | 0% | 7.26% | 5/6/2022 |
 Intesa Sanpaolo (ISP.MI) | 0.12% | 0% | 5.46% | 7/3/2023 |
 Honeywell (HON) | 0.12% | 0% | 6.33% | 11/11/2024 |
 Splunk Inc (SPLK) | 0.12% | 0% | 5.69% | 3/20/2024 |
 GoPro (GPRO) | 0.12% | 0% | 5.4% | 4/4/2022 |
 Newmont (NEM) | 0.12% | 0% | 6.27% | 8/31/2026 |
 Skyline Champion (SKY.US) | 0.11% | 0% | 5.34% | 6/30/2023 |
 Edgewell (EPC) | 0.11% | 3.95% | 2.85% | - |
 Zscaler (ZS) | 0.11% | 0% | 3.95% | 9/30/2024 |
 Fastly (FSLY) | 0.11% | 0% | 7.78% | 10/17/2023 |
 Iamgold (IAG.US) | 0.11% | 0% | 2.15% | 3/19/2025 |
 Agree Realty (ADC) | 0.11% | 0% | 2.38% | 11/11/2024 |
 Magnite (MGNI) | 0.11% | 0% | 14.34% | 11/11/2024 |
 Frontline (FRO) | 0.1% | 0% | 3.02% | 5/28/2026 |
 Group 1 Automotive (GPI) | 0.1% | 0% | 7.26% | 5/6/2022 |
 Kinross Gold (KGC) | 0.1% | 0% | 4.3% | 1/24/2025 |
 Ternium (TX) | 0.1% | 0% | 5.4% | 4/4/2022 |
 NRG Energy (NRG) | 0.09% | 0% | 2.38% | 11/11/2024 |
 Heritage Insurance (HRTG) | 0.09% | 3.42% | 2.85% | - |
 Transdigm (TDG) | 0.09% | 0% | 4.94% | 10/2/2023 |
 Vanguard FTSE Europe ETF (VGK) | 0.09% | 0% | 5.4% | 4/4/2022 |
 Iberdrola (IBE.MC) | 0.09% | 0% | 2.38% | 11/11/2024 |
 R.R.Donnelley & Sons Co (RRD) | 0.08% | 0% | 3.37% | 2/27/2022 |
 Golden Ocean (GOGL.US) | 0.08% | 0% | 8.01% | 7/24/2024 |
 Norsk Hydro (NHY.OL) | 0.08% | 0% | 4.7% | 3/30/2023 |
 DHT Holdings (DHT) | 0.08% | 2.84% | 2.85% | - |
 MaxLinear (MXL) | 0.08% | 0% | 7.26% | 5/6/2022 |
 AMD (AMD) | 0.08% | 0% | 7.26% | 5/6/2022 |
 American Airlines (AAL) | 0.08% | 0% | 2.21% | 8/31/2026 |
 PayPal (PYPL) | 0.08% | 0% | 4.3% | 1/24/2025 |
 Spotify (SPOT) | 0.07% | 0% | 5.75% | 3/7/2024 |
 MasTec (MTZ) | 0.07% | 0% | 3.95% | 9/30/2024 |
 Manulife (MFC) | 0.07% | 0% | 2.09% | 5/8/2026 |
 Toast (TOST) | 0.07% | 0% | 3.6% | 3/28/2025 |
 Coherent (COHR) | 0.07% | 0% | 8.01% | 7/24/2024 |
 Carnival (CCL) | 0.07% | 0% | 4.3% | 1/24/2025 |
 GLPI (GLPI) | 0.07% | 0% | 3.08% | 2/28/2023 |
 Keurig Dr Pepper (KDP) | 0.07% | 0% | 2.09% | 5/8/2026 |
 Star Bulk (SBLK) | 0.07% | 2.18% | 2.85% | - |
 Harmony Gold (HMY) | 0.06% | 1.88% | 2.85% | - |
 NatWest (NWG) | 0.06% | 0% | 2.38% | 11/11/2024 |
 Oracle (ORCL) | 0.06% | 0% | 1.86% | 5/6/2022 |
 JD.com (JD.US) | 0.06% | 0% | 1.74% | 12/11/2024 |
 CorMedix (CRMD) | 0.05% | 0% | 1.63% | 12/9/2024 |
 Nestle (NESN.ZU) | 0.05% | 0% | 0.99% | 7/24/2023 |
 Palantir (PLTR) | 0.05% | 0% | 4.94% | 10/2/2023 |
 Cardinal Health (CAH) | 0.05% | 0% | 0.99% | 5/28/2026 |
 Clover Health (CLOV) | 0.05% | 0% | 3.08% | 3/19/2025 |
 W&T Offshore (WTI) | 0.04% | 0% | 3.08% | 2/28/2023 |
 STMicroelectronics (STMPA.PA) | 0.04% | 0% | 1.97% | 5/9/2022 |
 Vistra (VST) | 0.03% | 0% | 0.81% | 11/25/2024 |
 Unilever (ULVR.L) | 0.03% | 0% | 0.75% | 10/16/2023 |
 Shopify (SHOP) | 0.03% | 0% | 3.19% | 1/11/2024 |
 NXP (NXPI) | 0.03% | 0% | 1.86% | 5/6/2022 |
 Invesco Solar ETF (TAN) | 0.03% | 0% | 3.25% | 3/28/2025 |
 Iron Mountain (IRM) | 0.03% | 0% | 1.05% | 1/23/2023 |
 SolarEdge (SEDG) | 0.03% | 0% | 1.63% | 3/29/2023 |
 SABESP (SBS) | 0.02% | 0% | 0.99% | 5/28/2026 |
 Woori Financial (WF) | 0.02% | 0% | 0.99% | 5/28/2026 |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 0.02% | 0% | 0.35% | 10/17/2023 |
 STMicroelectronics (STM.US) | 0.02% | 0% | 1.63% | 3/29/2023 |
 Vir (VIR) | 0.01% | 0% | 0.52% | 3/9/2023 |
 Zeta Global (ZETA.US) | 0% | 0% | 0.23% | 11/15/2024 |
 Wintrust (WTFC) | 0% | 0% | 0.06% | 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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