Portfolio Diversification
Range
Most Diversified
47 instruments
March 29, 2025
Least Diversified
0 instruments
February 2, 2025
Average
32.6 instruments
Most Consistent Holdings
Top 5
SPY98.31%
MONY.L85.27%
ITOT85.2%
ET77.69%
CRI74.23%
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 |
|---|---|---|---|---|
| SPDR S&P 500 ETF (SPY) | 14.81% | 11.3% | 98.31% | - |
| iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 4.92% | 0% | 85.2% | 4/7/2025 |
| Moneysupermarket (MONY.L) | 2.64% | 0% | 85.27% | 4/7/2025 |
| Energy Transfer (ET) | 2.43% | 0% | 77.69% | 4/7/2025 |
 3i (III) | 1.98% | 0% | 48.75% | 4/7/2025 |
 Brunswick (BC) | 1.8% | 0% | 71.43% | 11/19/2024 |
 Cleanspark (CLSK) | 1.79% | 0% | 60.38% | 10/6/2025 |
 Qifu Technology (QFIN) | 1.72% | 0% | 66.79% | 8/16/2024 |
 Petrobras (PBR.A) | 1.68% | 0% | 50.15% | 4/7/2025 |
| Carter's (CRI) | 1.63% | 0% | 74.23% | 11/6/2024 |
 Catalyst Pharmaceuticals (CPRX) | 1.63% | 0% | 57.73% | 11/19/2024 |
 BAT (BATS.L) | 1.61% | 0% | 67.75% | 4/7/2025 |
 TSMC (TSM) | 1.5% | 0% | 39.69% | 8/29/2024 |
 Sonos (SONO) | 1.4% | 0% | 69.59% | 11/19/2024 |
 PDD Holdings (PDD) | 1.38% | 0% | 44.99% | 10/7/2024 |
 Deutsche Telekom (DTE.DE) | 1.35% | 0% | 36.67% | 6/8/2023 |
 ICBC (1398.HK) | 1.33% | 0% | 42.27% | 2/27/2024 |
 Howden Joinery (HWDN.L) | 1.29% | 0% | 46.1% | 1/2/2024 |
 Alibaba (BABA) | 1.24% | 0% | 45.88% | 10/2/2024 |
 Western Midstream (WES) | 1.2% | 0% | 36.08% | 5/10/2024 |
 PetroChina Company Limited -ADR (PTRCY) | 1.19% | 0% | 42.05% | 11/20/2023 |
 American Eagle (AEO) | 1.17% | 0% | 46.54% | 1/8/2024 |
 Pagaya (PGY) | 1.14% | 4.23% | 39.1% | - |
 Alight (ALIT) | 1.14% | 0% | 55.15% | 4/9/2025 |
 Enel (ENEL.MI) | 1.11% | 0% | 40.43% | 4/7/2025 |
 Smith & Wesson (SWBI) | 1.04% | 0% | 40.06% | 3/12/2024 |
 Imperial Brands (IMB.L) | 0.98% | 0% | 23.56% | 3/15/2023 |
 Ternium (TX) | 0.92% | 0% | 31.59% | 5/29/2024 |
 Mirum Pharmaceuticals (MIRM) | 0.92% | 0% | 22.39% | 4/7/2025 |
 Nova (NVMI) | 0.89% | 0% | 36.6% | 2/9/2024 |
 Teleperformance (TEP.PA) | 0.84% | 0% | 35.35% | 4/7/2025 |
 TG Therapeutics (TGTX) | 0.79% | 0% | 21.5% | 3/14/2025 |
 China Mobile (0941.HK) | 0.75% | 0% | 21.5% | 1/10/2023 |
 VF Corp (VFC) | 0.72% | 0% | 58.39% | 11/19/2024 |
 Atour (ATAT) | 0.72% | 2.19% | 32.33% | - |
 Arcturus Therapeutics (ARCT) | 0.7% | 1.49% | 32.84% | - |
 Karoon Energy (KAR.ASX) | 0.67% | 1.25% | 38.51% | - |
 ABF (ABF.L) | 0.65% | 0% | 19.96% | 10/2/2023 |
 Amazon (AMZN) | 0.61% | 0% | 24.59% | 12/22/2022 |
 MercadoLibre (MELI) | 0.61% | 0% | 36.89% | 12/3/2024 |
 TBC (TBCG.L) | 0.6% | 1.97% | 26.07% | - |
 Meta (META) | 0.6% | 0% | 20.99% | 10/27/2022 |
 Eni (ENI.MI) | 0.59% | 2.13% | 27.69% | - |
 Renasant (RNST) | 0.59% | 3.46% | 17.38% | - |
 BioMarin (BMRN) | 0.58% | 0% | 17.45% | 8/29/2022 |
 GigaCloud (GCT) | 0.57% | 0% | 32.03% | 8/13/2025 |
 ZTE (00763.HK) | 0.55% | 0% | 14.06% | 3/30/2023 |
 Ally (ALLY) | 0.53% | 0% | 20.47% | 10/19/2022 |
 Provident Financial (PFS) | 0.52% | 0% | 23.05% | 11/19/2024 |
 Noble (NE) | 0.49% | 0% | 21.21% | 11/19/2024 |
 GFT (GFT.DE) | 0.49% | 0% | 29.38% | 4/7/2025 |
 Sanlorenzo (SL.MI) | 0.48% | 0% | 26.07% | 6/3/2025 |
 VICI Properties (VICI) | 0.46% | 0% | 11.86% | 8/29/2022 |
 Enphase (ENPH) | 0.43% | 0% | 11.12% | 8/19/2022 |
 TrueBlue (TBI) | 0.42% | 1.17% | 25.77% | - |
 Perrigo (PRGO) | 0.42% | 1.27% | 23.93% | - |
 Exact Sciences (EXAS) | 0.41% | 1.76% | 24.23% | - |
 Ford (F) | 0.41% | 0% | 12.52% | 7/12/2023 |
 GE HealthCare (GEHC) | 0.4% | 1.98% | 23.34% | - |
 Norwegian (NAS.OL) | 0.4% | 0% | 12% | 9/4/2022 |
 Rogers (RCI) | 0.39% | 0% | 13.7% | 2/2/2024 |
 Ultralife (ULBI) | 0.39% | 1.43% | 23.12% | - |
 Synopsys (SNPS) | 0.37% | 0% | 19.37% | 8/11/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.35% | 1.5% | 16.86% | - |
 Jungheinrich (JUN3.DE) | 0.34% | 1.91% | 14.43% | - |
 Coherus (CHRS) | 0.34% | 0% | 12% | 6/13/2022 |
 ASML (ASML) | 0.34% | 0% | 10.38% | 1/9/2023 |
 Cassava Sciences (SAVA) | 0.34% | 0% | 30.34% | 9/24/2025 |
 GE (GE) | 0.34% | 0% | 9.13% | 1/20/2023 |
 Bank of Marin (BMRC) | 0.33% | 1.53% | 19% | - |
 Prudential (PUK) | 0.33% | 2.29% | 13.99% | - |
 Hope Bancorp (HOPE) | 0.32% | 1.64% | 17.38% | - |
 Neurocrine Biosciences (NBIX) | 0.31% | 0% | 15.46% | 7/1/2025 |
 Materialise (MTLS) | 0.3% | 0% | 10.53% | 2/18/2025 |
 FinVolution (FINV) | 0.3% | 1.52% | 13.4% | - |
 Citizens (CFG) | 0.29% | 2.28% | 12.74% | - |
 Baozun (BZUN) | 0.28% | 0% | 9.13% | 5/29/2024 |
 Boot Barn (BOOT) | 0.28% | 0% | 8.17% | 1/9/2023 |
 Iris Energy (IREN) | 0.28% | 0% | 14.73% | 12/10/2024 |
 Turkcell (TKC) | 0.28% | 0% | 11.93% | 3/19/2025 |
 Ring Energy (REI) | 0.28% | 0% | 11.86% | 10/10/2025 |
 Forge (FRGE) | 0.27% | 0% | 13.84% | 6/9/2025 |
 Maire Tecnimont (MAIRE.MI) | 0.27% | 2.22% | 12.15% | - |
 Merck (MRK) | 0.27% | 1.77% | 14.43% | - |
 Skechers (SKX) | 0.27% | 0% | 12.67% | 5/5/2025 |
 Protalix (PLX) | 0.27% | 0% | 16.57% | 10/10/2025 |
 Daqo New Energy (DQ) | 0.27% | 3.18% | 9.72% | - |
 Clear (YOU) | 0.26% | 0% | 9.72% | 4/7/2025 |
 Petrobras (PBR) | 0.25% | 0% | 12.81% | 10/8/2025 |
 ROVI (ROVI.MC) | 0.25% | 1.85% | 10.24% | - |
 Taylor Wimpey (TW.L) | 0.25% | 0% | 19.07% | 9/28/2022 |
 Coca-Cola (KO) | 0.25% | 1.75% | 11.93% | - |
 AGNC (AGNC) | 0.24% | 0% | 11.86% | 2/18/2025 |
 Argan (AGX) | 0.23% | 0% | 6.63% | 5/10/2024 |
 Gambling.com (GAMB) | 0.23% | 1.07% | 13.99% | - |
 Lantheus (LNTH) | 0.23% | 0.94% | 15.98% | - |
 Mid Penn Bancorp (MPB) | 0.23% | 0% | 10.82% | 8/11/2025 |
 Quaker Chemical (KWR) | 0.23% | 0% | 13.33% | 8/28/2025 |
 Molina (MOH) | 0.22% | 0% | 7.95% | 4/16/2024 |
 Qualcomm (QCOM) | 0.22% | 0% | 10.6% | 2/5/2025 |
 Pets at Home (PETS.L) | 0.22% | 0% | 13.25% | 4/7/2025 |
 Vanda (VNDA) | 0.22% | 0% | 8.47% | 11/19/2024 |
 Persimmon (PSN.L) | 0.22% | 0% | 17.08% | 8/24/2022 |
 Apellis (APLS) | 0.22% | 2.4% | 10.24% | - |
 SQM (SQM) | 0.21% | 0% | 5.45% | 5/31/2022 |
 Bitcoin (BTC) | 0.21% | 0% | 5.38% | 10/5/2022 |
 Genmab (GMAB.CO) | 0.21% | 2.39% | 10.31% | - |
 Opera (OPRA) | 0.2% | 0% | 8.91% | 9/9/2024 |
 Axsome (AXSM) | 0.2% | 2.18% | 10.31% | - |
 iShares Silver Trust (SLV) | 0.2% | 2.42% | 9.87% | - |
 DexCom (DXCM) | 0.19% | 0% | 7.73% | 2/25/2025 |
 Live Oak (LOB) | 0.17% | 0% | 10.82% | 8/11/2025 |
 Arista (ANET) | 0.16% | 0% | 6.7% | 2/20/2025 |
 ACADIA (ACAD) | 0.16% | 0% | 7.07% | 2/25/2025 |
 Endeavour Mining (EDV.L) | 0.16% | 0% | 9.43% | 4/7/2025 |
 Invivyd (IVVD) | 0.15% | 1.91% | 7.51% | - |
 ConnectOne Bancorp (CNOB) | 0.15% | 1.73% | 8.32% | - |
 Gol (GOLLQ) | 0.15% | 0% | 5.08% | 5/16/2023 |
 Pinterest (PINS) | 0.15% | 0% | 6.7% | 2/18/2025 |
 Apple Hospitality (APLE) | 0.15% | 0% | 3.53% | 8/22/2022 |
 BMW (BMW.DE) | 0.15% | 0% | 4.2% | 7/13/2023 |
 Surgepays (SURG) | 0.15% | 0% | 6.55% | 6/9/2025 |
 NVIDIA (NVDA) | 0.14% | 0% | 5.15% | 9/13/2024 |
 Electrocomponents (RS1.L) | 0.14% | 0% | 4.12% | 3/8/2023 |
 Delcath (DCTH) | 0.14% | 1.2% | 10.31% | - |
 Johnson Outdoors (JOUT) | 0.14% | 0% | 7.07% | 6/3/2025 |
 American Water (AWK) | 0.14% | 0% | 5.3% | 5/24/2024 |
 Thales (HO.PA) | 0.13% | 0% | 6.33% | 3/7/2024 |
 Semrush (SEMR) | 0.13% | 0% | 6.04% | 6/9/2025 |
 Berkshire Hills Bancorp (BBT) | 0.13% | 1.52% | 7.66% | - |
 Hays (HAS.L) | 0.13% | 0% | 4.57% | 1/20/2023 |
 Alphabet (GOOGL) | 0.13% | 0% | 5.74% | 2/5/2025 |
 Unipol (UNI.MI) | 0.13% | 0% | 5.08% | 11/8/2024 |
 CNH Industrial Group (CNHI.MI) | 0.13% | 0% | 4.27% | 3/22/2022 |
 CCB (0939.HK) | 0.12% | 0% | 4.05% | 2/24/2022 |
 iShares Preferred & Income Sec (PFF) | 0.12% | 0% | 4.05% | 1/9/2023 |
 Onto Innovation (ONTO) | 0.12% | 0% | 4.49% | 11/11/2022 |
 Kindred (KINDSDB.ST) | 0.12% | 0% | 4.05% | 2/24/2022 |
 BFF Bank (BFF.MI) | 0.11% | 0% | 4.49% | 7/31/2024 |
 Similarweb (SMWB) | 0.11% | 1.36% | 7.66% | - |
 Hikma (HIK.L) | 0.11% | 0% | 4.05% | 2/24/2022 |
 Williams-Sonoma (WSM) | 0.11% | 0% | 4.05% | 2/24/2022 |
 Apple (AAPL) | 0.1% | 0% | 1.77% | 1/24/2022 |
 Ardelyx (ARDX) | 0.1% | 0% | 7.51% | 10/6/2025 |
 Peoples Financial (PFIS) | 0.1% | 0% | 4.05% | 12/3/2024 |
 Pagseguro (PAGS) | 0.1% | 0% | 5.15% | 2/25/2025 |
 BYD Electronic (00285.HK) | 0.09% | 1.69% | 5.15% | - |
 Adyen (ADYEN.NV) | 0.09% | 0% | 4.05% | 2/24/2022 |
 UniCredit (UCG.MI) | 0.08% | 0% | 3.61% | 6/3/2025 |
 Exelixis (EXEL) | 0.08% | 1.54% | 4.64% | - |
 Black Diamond Therapeutics (BDTX) | 0.08% | 2.35% | 4.05% | - |
 Alto Ingredients (ALTO) | 0.08% | 0% | 3.68% | 6/3/2025 |
 Oddity Tech (ODD) | 0.07% | 1.45% | 4.2% | - |
 Taboola (TBLA) | 0.07% | 1.55% | 4.2% | - |
 Bowman (BWMN) | 0.07% | 0% | 3.46% | 11/14/2024 |
 AESI Holdings (AESI) | 0.07% | 0% | 2.8% | 9/26/2024 |
 Stellantis (STLAM.MI) | 0.06% | 0% | 1.47% | 1/20/2022 |
 Heico (HEI) | 0.06% | 0% | 0.96% | 2/24/2022 |
 Inter & Co (INTR) | 0.06% | 0% | 2.87% | 4/7/2025 |
 Novartis (NVS) | 0.06% | 0% | 2.65% | 11/11/2022 |
 GeoPark (GPRK) | 0.06% | 0% | 3.02% | 6/3/2025 |
 Icahn Enterprises (IEP) | 0.06% | 0% | 2.95% | 12/28/2022 |
 Herbalife (HLF) | 0.06% | 0% | 1.77% | 1/24/2022 |
 FMC (FMC) | 0.05% | 0% | 1.33% | 10/25/2022 |
 Porsche (PAH3.DE) | 0.05% | 0% | 1.55% | 1/21/2022 |
 GCL (3800.HK) | 0.05% | 0% | 2.5% | 9/23/2025 |
 Philip Morris (PM) | 0.04% | 0% | 2.58% | 12/17/2024 |
 Terawulf (WULF) | 0.04% | 0% | 3.09% | 6/18/2024 |
 Visa (V) | 0.04% | 0% | 1.84% | 12/3/2024 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.04% | 0% | 1.99% | 11/15/2022 |
 Truecaller AB (TRUEb.ST) | 0.03% | 1.48% | 2.06% | - |
 UiPath (PATH) | 0.03% | 0% | 0.81% | 6/13/2022 |
 Tesla (TSLA) | 0.03% | 0% | 1.33% | 11/27/2024 |
 Applied Materials (AMAT) | 0.03% | 0% | 0.81% | 1/20/2023 |
 Scout24 (G24.DE) | 0.02% | 0% | 0.74% | 1/10/2022 |
 Xtrackers MSCI India Swap UCITS ETF (XCX5.L) | 0.02% | 0% | 0.74% | 1/10/2022 |
 Novavax (NVAX) | 0.02% | 0% | 0.59% | 2/2/2022 |
 On the Beach (OTB.L) | 0.02% | 0% | 0.81% | 4/7/2025 |
 Diamondback (FANG) | 0.02% | 1.6% | 0.96% | - |
 ARS Pharmaceuticals (SPRY) | 0.01% | 1.52% | 0.88% | - |
 Cardano (ADA) | 0.01% | 0% | 0.29% | 2/24/2022 |
 CI&T (CINT) | 0.01% | 1.69% | 0.52% | - |
 HUYA (HUYA.US) | 0.01% | 1.66% | 0.44% | - |
 Phreesia (PHR) | 0.01% | 1.67% | 0.44% | - |
 Nintendo (NTDOY) | 0.01% | 0% | 0.22% | 3/7/2022 |
 Tyson Foods (TSN) | 0.01% | 0% | 0.22% | 7/27/2023 |
 Dick's (DKS) | 0.01% | 0% | 0.15% | 3/4/2022 |
 Boyd Gaming (BYD) | 0% | 0% | 0.15% | 7/20/2023 |
 Sunworks (SUNWQ) | 0% | 0% | 0.07% | 3/8/2022 |
 LEONI (LEO.DE) | 0% | 0% | 0.07% | 4/5/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 ETF (SPY) | 8.31% | 10.64% |
| TG Therapeutics (TGTX) | 2.46% | 4.26% |
| Mirum Pharmaceuticals (MIRM) | 2.57% | 4.03% |
| iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 1.98% | 3.47% |
| Energy Transfer (ET) | 2.23% | 3.25% |
| 3i (III) | 1.72% | 2.95% |
| Materialise (MTLS) | 2.23% | 2.87% |
| Enel (ENEL.MI) | 2.23% | 2.55% |
| Arista (ANET) | 2.23% | 2.52% |
| ACADIA (ACAD) | 2.23% | 2.43% |
| Petrobras (PBR.A) | 2.23% | 2.43% |
| DexCom (DXCM) | 2.23% | 2.41% |
| Skechers (SKX) | 2.23% | 2.36% |
| Neurocrine Biosciences (NBIX) | 2.23% | 2.34% |
| TrueBlue (TBI) | 2.19% | 2.31% |
| Turkcell (TKC) | 2.23% | 2.3% |
| Alphabet (GOOGL) | 2.23% | 2.3% |
| Atour (ATAT) | 2.23% | 2.22% |
| Pinterest (PINS) | 2.23% | 2.12% |
| Coca-Cola (KO) | 2.23% | 2.1% |
| Ultralife (ULBI) | 2.23% | 2.03% |
| Exact Sciences (EXAS) | 2.23% | 2.02% |
| Eni (ENI.MI) | 2.23% | 2.01% |
| Qualcomm (QCOM) | 2.23% | 1.98% |
| Synopsys (SNPS) | 2.23% | 1.97% |
| Forge (FRGE) | 2.23% | 1.97% |
| Perrigo (PRGO) | 2.23% | 1.94% |
| AGNC (AGNC) | 2.23% | 1.94% |
| Moneysupermarket (MONY.L) | 2.23% | 1.82% |
| BAT (BATS.L) | 2.23% | 1.77% |
| Pagaya (PGY) | 2.23% | 1.74% |
| Pagseguro (PAGS) | 2.01% | 1.73% |
| Sanlorenzo (SL.MI) | 2.23% | 1.69% |
| Karoon Energy (KAR.ASX) | 2.23% | 1.59% |
| Teleperformance (TEP.PA) | 2.23% | 1.58% |
| Endeavour Mining (EDV.L) | 1.79% | 1.57% |
| GigaCloud (GCT) | 2.68% | 1.54% |
| Alight (ALIT) | 2.01% | 1.51% |
| Arcturus Therapeutics (ARCT) | 2.23% | 1.51% |
| GFT (GFT.DE) | 2.23% | 1.49% |
| Pets at Home (PETS.L) | 2.23% | 1.47% |
| Cleanspark (CLSK) | 2.23% | 1.19% |
| Cassava Sciences (SAVA) | 0.67% | 0.48% |