Portfolio Diversification
Range
Most Diversified
120 instruments
January 2, 2023
Least Diversified
41 instruments
May 22, 2025
Average
88.8 instruments
Most Consistent Holdings
Top 5
F100%
LMND100%
PYPL100%
UPS100%
CQQQ100%
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 |
|---|---|---|---|---|
 XRP (XRP) | 4.54% | 34.76% | 12.07% | - |
 Realty Income (O) | 3.32% | 5.88% | 83.26% | - |
 Amazon (AMZN) | 3% | 0% | 53.87% | 4/26/2024 |
 Tesla (TSLA) | 2.69% | 2.13% | 80.07% | - |
 Aramco (SAOC) | 2.51% | 2.01% | 99.89% | - |
 Toyota (TM) | 2.25% | 0% | 22.67% | 3/17/2025 |
| PayPal (PYPL) | 2% | 1.04% | 100% | - |
| Ford (F) | 1.93% | 0.95% | 100% | - |
 IIPR (IIPR) | 1.83% | 0.6% | 100% | - |
 ZIM (ZIM) | 1.81% | 5.38% | 41.46% | - |
 Viatris (VTRS) | 1.81% | 1.25% | 99.89% | - |
 Global SuperDividend US ETF (DIV) | 1.77% | 1.51% | 99.89% | - |
 Coinbase (COIN) | 1.71% | 1.11% | 100% | - |
 Lumen (LUMN) | 1.63% | 0.59% | 99.89% | - |
 Applied Materials (AMAT) | 1.48% | 5.56% | 26.65% | - |
 LTC Properties (LTC.US) | 1.43% | 1.29% | 99.89% | - |
 Petrobras (PBR) | 1.29% | 0.89% | 99.89% | - |
 Airbnb (ABNB) | 1.27% | 1.13% | 99.89% | - |
 Palantir (PLTR) | 1.2% | 0% | 66.06% | 8/12/2024 |
 Microsoft (MSFT) | 1.19% | 0% | 5.01% | 9/13/2024 |
 Nio (NIO) | 1.13% | 0.25% | 99.89% | - |
 British American Tobacco (BTI) | 1.11% | 0% | 99.89% | 6/6/2025 |
 Bitcoin (BTC) | 1.1% | 0% | 65.26% | 8/5/2024 |
 Trex (TREX) | 1.08% | 0.68% | 99.89% | - |
 Disney (DIS) | 1.07% | 0.49% | 99.89% | - |
 Block Inc. (XYZ) | 1.07% | 0.65% | 99.89% | - |
 Datadog (DDOG) | 1.05% | 1% | 100% | - |
 Garmin (GRMN) | 1.04% | 0% | 53.87% | 4/26/2024 |
 SQM (SQM) | 1.04% | 1.09% | 75.51% | - |
 Roku (ROKU) | 1.03% | 0.97% | 99.89% | - |
 Zscaler (ZS) | 0.99% | 0.04% | 99.54% | - |
 Alibaba (BABA) | 0.97% | 0% | 46.7% | 10/3/2024 |
 Bed Bath & Beyond Inc (BBBYQ) | 0.91% | 0% | 29.73% | 10/26/2023 |
 Ethereum (ETH) | 0.91% | 0.79% | 99.89% | - |
 TSMC (TSM) | 0.88% | 0% | 53.87% | 4/26/2024 |
 Bank of America (BAC) | 0.88% | 0% | 61.73% | 7/5/2024 |
 Upstart (UPST) | 0.88% | 0.82% | 100% | - |
 BlackRock (BLK) | 0.87% | 0% | 72.78% | 10/11/2024 |
 Icahn Enterprises (IEP) | 0.86% | 1.12% | 83.26% | - |
 ASML (ASML) | 0.85% | 0% | 14.58% | 2/21/2025 |
 PetroChina Company Limited -ADR (PTRCY) | 0.84% | 0% | 35.99% | 11/20/2023 |
 Atlassian (TEAM) | 0.82% | 0.76% | 99.89% | - |
 SL Green (SLG) | 0.8% | 0% | 53.87% | 4/26/2024 |
 Star Bulk (SBLK) | 0.79% | 2.09% | 62.53% | - |
 Canadian Solar (CSIQ) | 0.76% | 0.31% | 99.89% | - |
| UPS (UPS) | 0.73% | 0.4% | 100% | - |
 Zebra (ZBRA) | 0.71% | 0.6% | 99.89% | - |
| Invesco China Technology ETF (CQQQ) | 0.7% | 0.65% | 100% | - |
 Sea (SE) | 0.68% | 0% | 99.89% | 6/6/2025 |
 DocuSign (DOCU) | 0.68% | 0.71% | 99.89% | - |
 Qualcomm (QCOM) | 0.67% | 0% | 62.98% | 12/2/2024 |
 UGI (UGI) | 0.66% | 0% | 71.75% | 3/19/2025 |
 C3.ai (AI) | 0.65% | 0.42% | 84.17% | - |
 Roblox (RBLX) | 0.64% | 0% | 83.94% | 1/17/2025 |
 Micron (MU) | 0.64% | 0% | 9.91% | 2/21/2025 |
 Vodafone (VOD) | 0.63% | 0% | 77.45% | 3/19/2025 |
 Corning (GLW) | 0.63% | 0% | 65.26% | 8/5/2024 |
 Medical Properties Trust (MPW) | 0.62% | 0.11% | 83.37% | - |
 Palladium (Expiring Future) (PALLADIUM.FUT) | 0.58% | 0% | 4.9% | 2/14/2023 |
 Snowflake (SNOW) | 0.57% | 0.63% | 99.89% | - |
 Xiaomi (1810.HK) | 0.56% | 0% | 74.37% | 10/25/2024 |
 Pinterest (PINS) | 0.56% | 0.51% | 99.89% | - |
 AMD (AMD) | 0.54% | 1.78% | 30.75% | - |
 JPMorgan (JPM) | 0.54% | 0% | 61.73% | 7/5/2024 |
 JD.com (JD.US) | 0.53% | 0.44% | 99.89% | - |
 Confluent (CFLT) | 0.52% | 0.4% | 100% | - |
 Intel (INTC) | 0.52% | 0% | 5.58% | 11/7/2024 |
 Invesco QQQ (QQQ) | 0.49% | 0% | 12.98% | 4/28/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.48% | 0% | 12.98% | 4/28/2023 |
 Spotify (SPOT) | 0.48% | 0% | 43.62% | 1/26/2024 |
 Fiverr (FVRR) | 0.47% | 0.49% | 99.89% | - |
 Coupang (CPNG) | 0.45% | 0.56% | 100% | - |
 iShares China Large-Cap ETF (FXI) | 0.44% | 0.48% | 99.89% | - |
 Paramount (PARA) | 0.43% | 0.28% | 99.89% | - |
 Activision Blizzard, Inc. (ATVI) | 0.42% | 0% | 12.98% | 4/28/2023 |
 Twilio (TWLO) | 0.42% | 0.6% | 100% | - |
 Penn National (PENN) | 0.42% | 0.37% | 75.28% | - |
 Nike (NKE) | 0.4% | 0.38% | 66.51% | - |
 iShares Core U.S. REIT ETF (USRT) | 0.4% | 0% | 12.98% | 4/28/2023 |
 Western Union (WU) | 0.39% | 0% | 42.48% | 7/5/2024 |
 Rio Tinto (RIO) | 0.39% | 0.59% | 56.26% | - |
 PepsiCo (PEP) | 0.39% | 0% | 25.17% | 2/21/2025 |
 Global Net Lease (GNL) | 0.38% | 0.62% | 56.26% | - |
 Riot (RIOT) | 0.37% | 0% | 8.66% | 4/28/2023 |
| Lemonade (LMND) | 0.36% | 0.6% | 100% | - |
 Shopify (SHOP) | 0.36% | 0% | 35.65% | 11/17/2023 |
 Bristol-Myers Squibb (BMY) | 0.35% | 0% | 41.91% | 12/2/2024 |
 Cloudflare (NET) | 0.35% | 0% | 85.42% | 1/30/2025 |
 NYMT (NYMT) | 0.33% | 0.57% | 56.26% | - |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 0.32% | 0% | 41.23% | 8/5/2024 |
 FedEx (FDX) | 0.32% | 0% | 15.72% | 10/15/2024 |
 Unity (U) | 0.32% | 0.24% | 99.89% | - |
 Volkswagen (VOW3.DE) | 0.3% | 0% | 14.58% | 2/21/2025 |
 Sorrento (SRNE) | 0.3% | 0% | 7.29% | 4/28/2023 |
 Verizon (VZ) | 0.29% | 0% | 45.1% | 7/5/2024 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.29% | 0% | 42.94% | 8/5/2024 |
 Lam Research (LRCX) | 0.28% | 0% | 13.55% | 2/21/2025 |
 Take-Two (TTWO) | 0.28% | 0% | 27.9% | 11/7/2024 |
 Cal-Maine Foods (CALM) | 0.28% | 0% | 42.48% | 7/5/2024 |
 Netflix (NFLX) | 0.27% | 0% | 35.65% | 11/17/2023 |
 Etsy (ETSY) | 0.27% | 0.2% | 99.89% | - |
 AT&T (T) | 0.26% | 0% | 45.1% | 7/5/2024 |
 Hawaiian Electric (HE) | 0.26% | 0% | 38.04% | 8/1/2024 |
 Coca-Cola (KO) | 0.24% | 0% | 28.59% | 2/21/2025 |
 Crowdstrike (CRWD) | 0.24% | 0% | 35.65% | 11/17/2023 |
 NYT (NYT) | 0.23% | 0% | 35.65% | 11/17/2023 |
 Chevron (CVX) | 0.23% | 0% | 24.94% | 7/5/2024 |
 Zoom (ZM) | 0.22% | 0.22% | 99.89% | - |
 Nikola (NKLAQ) | 0.22% | 0% | 20.39% | 7/31/2023 |
 Frontline (FRO) | 0.22% | 0% | 26.08% | 7/5/2024 |
 3M (MMM) | 0.22% | 0% | 20.73% | 8/1/2024 |
 NextEra (NEE) | 0.21% | 0% | 40.32% | 8/1/2024 |
 Uber (UBER) | 0.21% | 0% | 14.24% | 6/15/2023 |
 Equinor (EQNR) | 0.2% | 0% | 9.79% | 1/10/2025 |
 Teladoc (TDOC) | 0.19% | 0.07% | 100% | - |
 Pfizer (PFE) | 0.18% | 0% | 21.64% | 8/5/2024 |
 Clearway Energy (CWEN) | 0.18% | 0.22% | 80.87% | - |
 Golden Ocean (GOGL.US) | 0.17% | 0% | 17.08% | 4/26/2024 |
 American Tower (AMT) | 0.17% | 0% | 21.18% | 8/1/2024 |
 GoPro (GPRO) | 0.17% | 0.04% | 99.89% | - |
 ExxonMobil (XOM) | 0.16% | 0% | 18.11% | 7/5/2024 |
 Altria (MO) | 0.16% | 0% | 18.11% | 7/5/2024 |
 AGNC (AGNC) | 0.16% | 0.38% | 32.35% | - |
 NVIDIA (NVDA) | 0.14% | 0% | 14.01% | 10/3/2024 |
 Apple (AAPL) | 0.13% | 0% | 12.98% | 4/28/2023 |
 Supermicro (SMCI) | 0.13% | 0% | 6.04% | 12/2/2024 |
 Meta (META) | 0.13% | 0% | 12.98% | 4/28/2023 |
 New Fortress Energy (NFE) | 0.12% | 0% | 17.54% | 11/27/2023 |
 Agree Realty (ADC) | 0.12% | 0% | 46.01% | 8/5/2024 |
 SolarEdge (SEDG) | 0.12% | 0.04% | 75.51% | - |
 Farfetch (FTCHQ) | 0.12% | 0% | 39.64% | 1/9/2024 |
 Kellanova (K) | 0.1% | 0% | 12.98% | 4/28/2023 |
 Apple Hospitality (APLE) | 0.1% | 0.91% | 11.5% | - |
 Asensus (ASXC) | 0.1% | 0% | 44.31% | 8/25/2024 |
 Beyond Meat (BYND) | 0.09% | 0.03% | 99.89% | - |
 Enviva (EVVAQ) | 0.09% | 0% | 50.8% | 10/16/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.09% | 1.11% | 8.31% | - |
 Cardano (ADA) | 0.09% | 0.09% | 100% | - |
 Pembina (PBA) | 0.08% | 0% | 19.02% | 11/17/2023 |
 Novo-Nordisk (NVO) | 0.08% | 0.53% | 14.58% | - |
 Infinera (INFN) | 0.07% | 0% | 11.16% | 11/17/2023 |
 Avaya Holdings Corp (AVYAQ) | 0.07% | 0% | 12.53% | 5/31/2023 |
 Jumia (JMIA) | 0.06% | 0.04% | 99.89% | - |
 Copper (Expiring Future) (COPPER.FUT) | 0.06% | 0% | 3.19% | 2/9/2023 |
 VIX Sep 23 Future (VIX.SEP) | 0.05% | 0% | 2.51% | 2/3/2023 |
 iShares Global Energy ETF (IXC) | 0.05% | 0% | 13.33% | 11/17/2023 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.04% | 0% | 1.25% | 1/12/2023 |
 HSBC (HSBC) | 0.04% | 0% | 2.51% | 1/23/2023 |
 AMC (AMC) | 0.04% | 0.02% | 74.94% | - |
 STAG (STAG) | 0.04% | 0.43% | 11.62% | - |
 Tupperware (TUPBQ) | 0.04% | 0% | 1.59% | 8/4/2023 |
 Ronin (RONIN) | 0.03% | 1.63% | 1.59% | - |
 Prospect Capital (PSEC) | 0.03% | 0.35% | 7.4% | - |
 Cotton (Expiring Future) (COTTON.FUT) | 0.03% | 0% | 3.64% | 2/21/2023 |
 GEO (GEO) | 0.03% | 0% | 2.51% | 1/23/2023 |
 ARMOUR Residential REIT (ARR) | 0.03% | 0% | 2.51% | 1/23/2023 |
 ONEOK (OKE) | 0.03% | 0% | 2.51% | 1/23/2023 |
 Papa John's (PZZA) | 0.03% | 0% | 4.21% | 2/8/2023 |
 JPMorgan Ultra-Short Income ETF (JPST) | 0.03% | 0.31% | 7.97% | - |
 Cosmos (ATOM) | 0.03% | 1.12% | 2.05% | - |
 Crude Oil Future April 23 (CL.APR23) | 0.03% | 0% | 1.94% | 2/14/2023 |
 Fidelity National Financial (FNF) | 0.02% | 0% | 2.51% | 1/23/2023 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.02% | 0% | 3.76% | 2/6/2023 |
 WeWork Inc (WEWKQ) | 0.02% | 0% | 27.33% | 5/31/2024 |
 Crude Oil Future March 23 (CL.MAR23) | 0.02% | 0% | 2.85% | 1/30/2023 |
 SK Telecom (SKM) | 0.02% | 0% | 2.51% | 1/23/2023 |
 Johnson & Johnson (JNJ) | 0.02% | 0% | 2.51% | 1/23/2023 |
 Starbucks (SBUX) | 0.02% | 0% | 2.51% | 1/23/2023 |
 Seanergy (SHIP) | 0.02% | 0% | 5.69% | 8/11/2023 |
 US Bancorp (USB) | 0.02% | 0% | 5.81% | 8/11/2023 |
 Assurant (AIZ) | 0.02% | 0% | 2.51% | 1/23/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.02% | 0% | 2.85% | 7/24/2023 |
 IBM (IBM) | 0.02% | 0% | 2.51% | 1/23/2023 |
 Wix (WIX) | 0.02% | 0% | 2.51% | 1/23/2023 |
 UnitedHealth (UNH) | 0.02% | 0.85% | 1.94% | - |
 Digital Realty (DLR) | 0.02% | 0% | 2.51% | 1/23/2023 |
 EPR (EPR) | 0.02% | 0% | 2.51% | 1/23/2023 |
 Visa (V) | 0.02% | 0% | 2.51% | 1/23/2023 |
 Keurig Dr Pepper (KDP) | 0.01% | 0% | 1.25% | 2/21/2023 |
 GameStop (GME) | 0.01% | 0% | 2.05% | 10/9/2024 |
 Life Storage Inc (LSI) | 0.01% | 0% | 2.51% | 1/23/2023 |
 HubSpot (HUBS) | 0.01% | 0% | 2.51% | 1/23/2023 |
 Estee Lauder (EL) | 0.01% | 0% | 1.03% | 1/10/2023 |
 Omega Healthcare (OHI) | 0.01% | 0.09% | 11.39% | - |
 DaVita (DVA) | 0.01% | 0% | 1.03% | 1/10/2023 |
 Shell (SHEL.L) | 0.01% | 0.08% | 11.39% | - |
 Aalberts (AALB.NV) | 0.01% | 0.08% | 11.39% | - |
 Novocure (NVCR) | 0.01% | 0% | 1.03% | 1/10/2023 |
 Danaher (DHR) | 0.01% | 0% | 1.71% | 6/6/2025 |
 MercadoLibre (MELI) | 0.01% | 0% | 2.51% | 1/23/2023 |
 ON Semiconductor (ON) | 0.01% | 0% | 1.14% | 6/6/2025 |
 Rite Aid (RADCQ) | 0.01% | 0% | 1.59% | 8/22/2023 |
 Stellar (XLM) | 0.01% | 0% | 2.05% | 1/19/2023 |
 Flare (FLR) | 0.01% | 0% | 57.18% | 11/25/2024 |
 TRON (TRX) | 0% | 0% | 25.06% | 8/14/2023 |
 Crude Oil Future February 23 (CL.FEB23) | 0% | 0% | 0.34% | 1/4/2023 |
 Sirius XM (SIRI) | 0% | 0% | 0.11% | 7/21/2023 |
 Soybeans (Expiring Future) (Soybeans.FUT) | 0% | 0% | 0.23% | 1/3/2023 |
 Heating Oil (Expiring Future) (HeatingOil.FUT) | 0% | 0% | 0.11% | 2/7/2023 |
 Carvana (CVNA) | 0% | 0% | 0.11% | 7/20/2023 |
 Silicon Motion (SIMO) | 0% | 0% | 0.11% | 7/27/2023 |
 Songbird (SGB) | 0% | 0% | 0.23% | 3/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Toyota (TM) | 9.62% | 13.82% |
| Realty Income (O) | 11.38% | 13.76% |
| Micron (MU) | 7.38% | 8.44% |
| ASML (ASML) | 4.81% | 6.27% |
| Applied Materials (AMAT) | 4.81% | 5.44% |
| Aramco (SAOC) | 2.14% | 2.27% |
| Volkswagen (VOW3.DE) | 1.6% | 2.1% |
| Equinor (EQNR) | 1.6% | 2.08% |
| Lam Research (LRCX) | 1.6% | 2% |
| Star Bulk (SBLK) | 2.17% | 1.88% |
| AMD (AMD) | 1.64% | 1.85% |
| Viatris (VTRS) | 1.6% | 1.79% |
| Upstart (UPST) | 1.45% | 1.6% |
| Global SuperDividend US ETF (DIV) | 1.27% | 1.55% |
| LTC Properties (LTC.US) | 1.12% | 1.28% |
| SQM (SQM) | 1.29% | 1.21% |
| PayPal (PYPL) | 1.17% | 1.21% |
| Datadog (DDOG) | 0.96% | 1.17% |
| Icahn Enterprises (IEP) | 1.65% | 1.16% |
| Coinbase (COIN) | 1.12% | 1.1% |
| Ethereum (ETH) | 0.96% | 1.07% |
| Airbnb (ABNB) | 0.9% | 1.06% |
| Petrobras (PBR) | 0.85% | 1.01% |
| UGI (UGI) | 0.64% | 0.96% |
| Roku (ROKU) | 1.6% | 0.92% |
| Ford (F) | 1.6% | 0.92% |
| Roblox (RBLX) | 0.64% | 0.91% |
| Zscaler (ZS) | 0.8% | 0.87% |
| Atlassian (TEAM) | 0.8% | 0.86% |
| DocuSign (DOCU) | 0.8% | 0.85% |
| Block Inc. (XYZ) | 0.96% | 0.85% |
| Trex (TREX) | 0.8% | 0.83% |
| Sea (SE) | 0.8% | 0.82% |
| Lumen (LUMN) | 0.96% | 0.8% |
| Zebra (ZBRA) | 0.64% | 0.78% |
| Vodafone (VOD) | 0.64% | 0.78% |
| British American Tobacco (BTI) | 0.64% | 0.74% |
| IIPR (IIPR) | 0.96% | 0.73% |
| Invesco China Technology ETF (CQQQ) | 1.11% | 0.6% |
| Global Net Lease (GNL) | 0.53% | 0.59% |
| Rio Tinto (RIO) | 0.53% | 0.59% |
| C3.ai (AI) | 0.48% | 0.56% |
| Lemonade (LMND) | 1.28% | 0.56% |
| Twilio (TWLO) | 0.64% | 0.54% |
| NYMT (NYMT) | 0.53% | 0.52% |
| UPS (UPS) | 0.64% | 0.52% |
| Cloudflare (NET) | 0.35% | 0.48% |
| Disney (DIS) | 0.48% | 0.48% |
| Penn National (PENN) | 0.48% | 0.47% |
| Confluent (CFLT) | 0.64% | 0.46% |
| Snowflake (SNOW) | 0.64% | 0.46% |
| Fiverr (FVRR) | 0.8% | 0.46% |
| JD.com (JD.US) | 0.64% | 0.46% |
| Nike (NKE) | 0.48% | 0.46% |
| Pinterest (PINS) | 0.8% | 0.44% |
| Coupang (CPNG) | 0.66% | 0.43% |
| iShares China Large-Cap ETF (FXI) | 0.48% | 0.4% |
| AGNC (AGNC) | 0.27% | 0.33% |
| Canadian Solar (CSIQ) | 0.96% | 0.31% |
| Nio (NIO) | 3.01% | 0.31% |
| Paramount (PARA) | 0.8% | 0.25% |
| Unity (U) | 0.8% | 0.22% |
| Zoom (ZM) | 0.66% | 0.22% |
| Clearway Energy (CWEN) | 0.16% | 0.19% |
| Etsy (ETSY) | 0.36% | 0.17% |
| Cardano (ADA) | 0.16% | 0.12% |
| Medical Properties Trust (MPW) | 0.16% | 0.1% |
| Teladoc (TDOC) | 1.28% | 0.09% |
| GoPro (GPRO) | 0.35% | 0.06% |
| Jumia (JMIA) | 0.4% | 0.05% |
| AMC (AMC) | 0.08% | 0.03% |
| SolarEdge (SEDG) | 0.32% | 0.03% |
| Beyond Meat (BYND) | 0.88% | 0.03% |
| Songbird (SGB) | 0% | 0% |
| Flare (FLR) | 0% | 0% |
| Farfetch (FTCHQ) | 0.48% | 0% |