Portfolio Diversification
Range
Most Diversified
99 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
45 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
AMZN99.91%
MCD99.91%
AMX99.91%
TSLA99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Bitcoin (BTC) | 21.65% | 0% | 99.91% | 2/1/2025 |
| Tesla (TSLA) | 20.54% | 0% | 99.91% | 2/1/2025 |
 SPDR Gold (GLD) | 8.02% | 0% | 99.91% | 2/1/2025 |
| Apple (AAPL) | 4.65% | 0% | 99.91% | 2/1/2025 |
 MicroStrategy (MSTR) | 2.44% | 0% | 53.28% | 2/1/2025 |
 Invesco S&P 500 Low Volatility (SPLV) | 1.32% | 0% | 99.91% | 2/1/2025 |
 Targa Resources (TRGP) | 1.09% | 0% | 99.91% | 2/1/2025 |
 Ovintiv (OVV) | 1.05% | 0% | 99.91% | 2/1/2025 |
 iShares Core High Dividend ETF (HDV) | 1.02% | 0% | 99.91% | 2/1/2025 |
 STMicroelectronics (STMMI.MI) | 0.99% | 0% | 99.91% | 2/1/2025 |
| Amazon (AMZN) | 0.97% | 0% | 99.91% | 2/1/2025 |
 NVIDIA (NVDA) | 0.95% | 0% | 99.91% | 2/1/2025 |
 ARK Fintech Innovation ETF (ARKF) | 0.94% | 0% | 99.91% | 2/1/2025 |
 Intesa Sanpaolo (ISP.MI) | 0.81% | 0% | 99.91% | 2/1/2025 |
 APA (APA) | 0.78% | 0% | 99.91% | 2/1/2025 |
| McDonald's (MCD) | 0.74% | 0% | 99.91% | 2/1/2025 |
 First Solar (FSLR) | 0.69% | 0% | 99.91% | 2/1/2025 |
 iShares Core Dividend Growth ETF (DGRO) | 0.67% | 0% | 99.91% | 2/1/2025 |
 iShares Semiconductor ETF (SOXX) | 0.66% | 0% | 99.91% | 2/1/2025 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.66% | 0% | 99.91% | 2/1/2025 |
 AstraZeneca (AZN.L) | 0.65% | 0% | 99.91% | 2/1/2025 |
 ARK Innovation ETF (ARKK) | 0.6% | 0% | 76.28% | 5/16/2024 |
 Marathon Digital (MARA) | 0.56% | 0% | 48.27% | 2/1/2025 |
 Fintech Acquisition Corp. V (FTCV) | 0.52% | 0% | 29.47% | 12/9/2022 |
| America Movil (AMX) | 0.48% | 0% | 99.91% | 2/1/2025 |
 Aramco (SAOC) | 0.47% | 0% | 99.91% | 2/1/2025 |
 SunPower (SPWRQ) | 0.4% | 0% | 73.08% | 4/11/2024 |
 SGS (SGSN.ZU) | 0.37% | 0% | 99.91% | 2/1/2025 |
 Sarepta (SRPT) | 0.37% | 0% | 78.65% | 6/12/2024 |
 Sunworks (SUNWQ) | 0.36% | 0% | 69.07% | 2/26/2024 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.35% | 0% | 31.02% | 12/28/2022 |
 SolarEdge (SEDG) | 0.29% | 0% | 73.08% | 4/11/2024 |
 EHang (EH) | 0.27% | 0% | 45.99% | 2/1/2025 |
 Pfizer (PFE) | 0.23% | 0% | 39.05% | 3/29/2023 |
 VanEck Vectors Russia ETF (RSX) | 0.23% | 0% | 99.91% | 2/1/2025 |
 Invesco Senior Loan ETF (BKLN) | 0.23% | 0% | 38.32% | 3/21/2023 |
 Sangamo (SGMO) | 0.21% | 0% | 30.93% | 12/27/2022 |
 Riot (RIOT) | 0.2% | 0% | 35.49% | 2/1/2025 |
 Coinbase (COIN) | 0.19% | 0% | 30.93% | 12/27/2022 |
 Niu (NIU) | 0.19% | 0% | 30.93% | 12/27/2022 |
 Sunrun (RUN) | 0.19% | 0% | 30.93% | 12/27/2022 |
 BioNano (BNGO) | 0.19% | 0% | 30.93% | 12/27/2022 |
 TPI Composites (TPIC) | 0.19% | 0% | 30.93% | 12/27/2022 |
 Sunnova (NOVA) | 0.19% | 0% | 30.93% | 12/27/2022 |
 SPDR Bloomberg Barclays High Yield Bond ETF (JNK) | 0.18% | 0% | 31.02% | 12/28/2022 |
 AT&T (T) | 0.18% | 0% | 30.93% | 12/27/2022 |
 iShares TIPS Bond ETF (TIP) | 0.18% | 0% | 30.93% | 12/27/2022 |
 Unilever (ULVR.L) | 0.18% | 0% | 41.06% | 4/21/2023 |
 China Longyuan (0916.HK) | 0.17% | 0% | 31.02% | 12/28/2022 |
 Rivian (RIVN) | 0.17% | 0% | 30.93% | 12/27/2022 |
 Beyond Meat (BYND) | 0.15% | 0% | 30.93% | 12/27/2022 |
 Canaan (CAN) | 0.14% | 0% | 13.59% | 2/1/2025 |
 Netflix (NFLX) | 0.14% | 0% | 31.02% | 12/28/2022 |
 Hannon Armstrong (HASI) | 0.13% | 0% | 30.93% | 12/27/2022 |
 Enphase (ENPH) | 0.13% | 0% | 38.32% | 3/21/2023 |
 Asana (ASAN) | 0.13% | 0% | 30.93% | 12/27/2022 |
 Xinyi Solar (0968.HK) | 0.11% | 0% | 31.02% | 12/28/2022 |
 Roche (ROG.ZU) | 0.11% | 0% | 31.02% | 12/28/2022 |
 Waste Management (WM) | 0.11% | 0% | 30.93% | 12/27/2022 |
 Atlantica (AY) | 0.11% | 0% | 30.93% | 12/27/2022 |
 AMD (AMD) | 0.1% | 0% | 30.93% | 12/27/2022 |
 Alibaba (BABA) | 0.1% | 0% | 17.43% | 7/11/2022 |
 Skyworks (SWKS) | 0.1% | 0% | 30.93% | 12/27/2022 |
 Cara (CARA) | 0.09% | 0% | 30.93% | 12/27/2022 |
 NextEra (NEE) | 0.09% | 0% | 30.93% | 12/27/2022 |
 GCL (3800.HK) | 0.09% | 0% | 31.02% | 12/28/2022 |
 Canadian Solar (CSIQ) | 0.09% | 0% | 30.93% | 12/27/2022 |
 Azimut (AZM.MI) | 0.08% | 0% | 12.68% | 5/20/2022 |
 Clearway Energy (CWEN) | 0.08% | 0% | 30.93% | 12/27/2022 |
 Nintendo (NTDOY) | 0.08% | 0% | 30.93% | 12/27/2022 |
 Aurora Cannabis (ACB) | 0.08% | 0% | 30.93% | 12/27/2022 |
 BW LPG (BWLPG.OL) | 0.06% | 0% | 11.5% | 2/1/2025 |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.06% | 0% | 6.02% | 3/8/2022 |
 Technology Select Sector SPDR (XLK) | 0.06% | 0% | 12.68% | 5/20/2022 |
 Moderna (MRNA) | 0.06% | 0% | 24.09% | 10/4/2022 |
 Merck (MRK) | 0.06% | 0% | 12.68% | 5/20/2022 |
 Activision Blizzard, Inc. (ATVI) | 0.06% | 0% | 10.13% | 4/22/2022 |
 Peloton (PTON) | 0.06% | 0% | 20.53% | 2/26/2024 |
 Vestas (VWS.CO) | 0.06% | 0% | 24.18% | 10/5/2022 |
 Semler Scientific (SMLR) | 0.05% | 0% | 6.66% | 2/1/2025 |
 iShares Core U.S. REIT ETF (USRT) | 0.05% | 0% | 10.13% | 4/22/2022 |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.05% | 0% | 9.95% | 4/20/2022 |
 CF Industries (CF) | 0.05% | 0% | 9.95% | 4/20/2022 |
 Vanguard FTSE All-World ex-US (VEU) | 0.05% | 0% | 9.95% | 4/20/2022 |
 Palantir (PLTR) | 0.05% | 0% | 24.09% | 10/4/2022 |
 iShares China Large-Cap ETF (FXI) | 0.05% | 0% | 8.76% | 4/7/2022 |
 iShares Core S&P US Value (IUSV) | 0.05% | 0% | 8.76% | 4/7/2022 |
 Target (TGT) | 0.05% | 0% | 12.04% | 5/13/2022 |
 iShares Edge MSCI Min Vol USA (USMV) | 0.04% | 0% | 8.85% | 4/8/2022 |
 Hut 8 (HUT) | 0.04% | 0% | 4.56% | 2/1/2025 |
 Enterprise Products (EPD) | 0.04% | 0% | 11.13% | 5/3/2022 |
 Sony (SONY) | 0.04% | 0% | 9.85% | 4/19/2022 |
 iShares S&P Mid-Cap 400 Value ETF (IJJ) | 0.04% | 0% | 8.76% | 4/7/2022 |
 Johnson & Johnson (JNJ) | 0.04% | 0% | 12.04% | 5/13/2022 |
 FDJ (FDJ.PA) | 0.04% | 0% | 12.68% | 5/20/2022 |
 Ishares Russell 2000 ETF (IWM) | 0.04% | 0% | 8.76% | 4/7/2022 |
 iShares MSCI South Korea ETF (EWY) | 0.04% | 0% | 8.76% | 4/7/2022 |
 Agilent (A) | 0.04% | 0% | 9.95% | 4/20/2022 |
 Nio (NIO) | 0.04% | 0% | 13.87% | 6/2/2022 |
 Vodafone (VOD) | 0.03% | 0% | 9.95% | 4/20/2022 |
 Vanguard Value ETF (VTV) | 0.03% | 0% | 6.02% | 3/8/2022 |
 EA (EA) | 0.03% | 0% | 10.13% | 4/22/2022 |
 iShares Core Aggressive Allocation ETF (AOA) | 0.03% | 0% | 6.02% | 3/8/2022 |
 Autogrill (AGL.MI) | 0.03% | 0% | 6.02% | 3/8/2022 |
 iShares Russell 2000 Value ETF (IWN) | 0.03% | 0% | 6.11% | 3/9/2022 |
 Atmos (ATO) | 0.02% | 0% | 9.95% | 4/20/2022 |
 Warner Bros Discovery (WBD) | 0% | 0% | 1.19% | 4/25/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 18.07% | 20.17% |
| Tesla (TSLA) | 12.92% | 19.9% |
| SPDR Gold (GLD) | 11.83% | 10.16% |
| MicroStrategy (MSTR) | 8.4% | 9.84% |
| Apple (AAPL) | 4.59% | 5.24% |
| Invesco S&P 500 Low Volatility (SPLV) | 2.97% | 2.18% |
| Marathon Digital (MARA) | 3.59% | 1.9% |
| NVIDIA (NVDA) | 0.62% | 1.72% |
| Targa Resources (TRGP) | 0.56% | 1.66% |
| iShares Core Dividend Growth ETF (DGRO) | 2.21% | 1.63% |
| iShares Core High Dividend ETF (HDV) | 2.21% | 1.57% |
| ARK Fintech Innovation ETF (ARKF) | 1.04% | 1.56% |
| Canaan (CAN) | 0.8% | 1.17% |
| Ovintiv (OVV) | 0.77% | 1.13% |
| Intesa Sanpaolo (ISP.MI) | 1.01% | 1.1% |
| Amazon (AMZN) | 0.64% | 1.1% |
| iShares Semiconductor ETF (SOXX) | 0.96% | 1.01% |
| First Solar (FSLR) | 1.01% | 1.01% |
| McDonald's (MCD) | 1.25% | 1% |
| Riot (RIOT) | 1.88% | 0.98% |
| Global X Lithium & Battery Tech ETF (LIT) | 1.98% | 0.97% |
| Hut 8 (HUT) | 1.97% | 0.96% |
| Semler Scientific (SMLR) | 1.7% | 0.93% |
| STMicroelectronics (STMMI.MI) | 0.61% | 0.57% |
| BW LPG (BWLPG.OL) | 0.96% | 0.54% |
| AstraZeneca (AZN.L) | 0.59% | 0.52% |
| APA (APA) | 0.34% | 0.52% |
| SGS (SGSN.ZU) | 0.8% | 0.52% |
| Aramco (SAOC) | 0.92% | 0.5% |
| EHang (EH) | 0.8% | 0.5% |
| America Movil (AMX) | 0.74% | 0.48% |
| VanEck Vectors Russia ETF (RSX) | 0.73% | 0.13% |