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Portfolio Diversification
Range
Most Diversified
24 instruments
February 10, 2023
Least Diversified
0 instruments
February 2, 2025
Average
11.1 instruments
Most Consistent Holdings
Top 5
TSLA49.1%
PEP48.58%
AMZN40.73%
AAPL37.48%
GLD35.68%
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 |
|---|---|---|---|---|
| PepsiCo (PEP) | 3.85% | 7.04% | 48.58% | - |
| Amazon (AMZN) | 3.83% | 0% | 40.73% | 2/21/2025 |
 Uber (UBER) | 3.47% | 0% | 30.91% | 11/20/2025 |
| SPDR Gold (GLD) | 3.46% | 9% | 35.68% | - |
| Apple (AAPL) | 3.06% | 0% | 37.48% | 1/8/2026 |
| Tesla (TSLA) | 2.82% | 0% | 49.1% | 10/10/2025 |
 Nike (NKE) | 2.74% | 7.34% | 35.04% | - |
 McDonald's (MCD) | 2.73% | 0% | 31.03% | 2/5/2024 |
 Microsoft (MSFT) | 2.64% | 0% | 34.46% | 12/18/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 2.55% | 8.35% | 31.2% | - |
 Bitcoin (BTC) | 2.44% | 13.73% | 32.95% | - |
 Alphabet (GOOGL) | 2.26% | 9.92% | 21.56% | - |
 Alibaba (BABA) | 2.23% | 0% | 20.05% | 4/9/2025 |
 Meta (META) | 2.23% | 0% | 26.26% | 10/29/2025 |
 RBC (RY) | 1.84% | 9.42% | 19.81% | - |
 Ishares Russell 2000 ETF (IWM) | 1.7% | 7.81% | 20.63% | - |
 Alphabet (GOOG) | 1.5% | 0% | 20.74% | 12/18/2024 |
 BAT (BATS.L) | 1.49% | 7.09% | 20.05% | - |
 Starbucks (SBUX) | 1.44% | 0% | 10.63% | 1/2/2024 |
 Iberdrola (IBE.MC) | 1.29% | 4.03% | 33.64% | - |
 Spotify (SPOT) | 1.25% | 0% | 12.73% | 12/10/2024 |
 Netflix (NFLX) | 1.21% | 0% | 12.55% | 1/10/2025 |
 Snowflake (SNOW) | 1.18% | 10.59% | 14.12% | - |
 Vanguard Morningstar Small-Cap Value ETF (VBR) | 1.09% | 0% | 10.58% | 10/10/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.92% | 0% | 14.47% | 10/10/2025 |
 Grupo Catalana Occidente (GCO.MC) | 0.82% | 0% | 16.44% | 12/15/2025 |
 Occidental (OXY) | 0.8% | 0% | 10.98% | 12/5/2023 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.8% | 0% | 10.58% | 10/10/2025 |
 Duolingo (DUOL) | 0.79% | 0% | 6.16% | 1/16/2024 |
 NVIDIA (NVDA) | 0.78% | 0% | 21.91% | 12/16/2024 |
 iShares Russell 2000 Value ETF (IWN) | 0.74% | 0% | 16.56% | 11/17/2025 |
 Steel Dynamics (STLD) | 0.71% | 0% | 5.23% | 5/3/2024 |
 Shopify (SHOP) | 0.62% | 0% | 9.3% | 1/14/2026 |
 Amadeus (AMS.MC) | 0.6% | 0% | 14.64% | 11/20/2025 |
 Palantir (PLTR) | 0.58% | 0% | 8.43% | 9/26/2024 |
 Nu (NU) | 0.57% | 0% | 3.6% | 9/26/2024 |
 IBM (IBM) | 0.56% | 0% | 6.8% | 9/29/2023 |
 Brown & Brown (BRO) | 0.54% | 0% | 6.51% | 10/2/2023 |
 Sony (SONY) | 0.45% | 0% | 6.86% | 6/8/2023 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 0.42% | 0% | 4.18% | 4/4/2025 |
 Ahold (AD.NV) | 0.39% | 0% | 4.53% | 3/18/2024 |
 Mastercard (MA) | 0.39% | 0% | 3.08% | 1/8/2024 |
 Delivery Hero (DHER.DE) | 0.39% | 0% | 14.35% | 10/15/2025 |
 Grifols (GRF.MC) | 0.37% | 0% | 2.79% | 2/29/2024 |
 ARK Innovation ETF (ARKK) | 0.37% | 0% | 3.25% | 8/2/2024 |
 Argenx (ARGX.BR) | 0.34% | 0% | 8.08% | 11/8/2022 |
 Berkshire Hathaway (BRK.B) | 0.3% | 0% | 6.28% | 3/15/2023 |
 Vidrala (VID.MC) | 0.29% | 0% | 12.61% | 10/8/2025 |
 Progressive (PGR) | 0.28% | 0% | 4.01% | 7/13/2023 |
 BBVA (BBVA.MC) | 0.27% | 1.38% | 20.22% | - |
 Coca-Cola (KO) | 0.27% | 0% | 3.54% | 5/22/2023 |
 Palo Alto Networks (PANW) | 0.24% | 0% | 2.79% | 7/12/2023 |
 Paccar (PCAR) | 0.24% | 0% | 5.87% | 4/5/2023 |
 Wells Fargo (WFC) | 0.24% | 0% | 5.11% | 3/30/2022 |
 Western Digital (WDC) | 0.24% | 0% | 6.22% | 4/18/2022 |
 Hershey (HSY) | 0.22% | 0% | 5.98% | 6/6/2023 |
 ProShares UltraPro S&P 500 (UPRO) | 0.21% | 0% | 23.24% | 3/19/2026 |
 Aramco (SAOC) | 0.2% | 0% | 4.18% | 5/15/2022 |
 AMD (AMD) | 0.19% | 0% | 2.09% | 1/17/2024 |
 Merck (MRK) | 0.19% | 0% | 5.46% | 2/16/2023 |
 Albemarle (ALB) | 0.18% | 0% | 4.47% | 3/7/2023 |
 Fortinet (FTNT) | 0.16% | 0% | 1.86% | 4/24/2023 |
 TJX (TJX) | 0.15% | 0% | 4.24% | 2/7/2023 |
 Bancorp (TBBK) | 0.15% | 0% | 2.09% | 6/20/2023 |
 Disney (DIS) | 0.15% | 0% | 3.08% | 4/6/2022 |
 Heico (HEI) | 0.14% | 0% | 4.07% | 2/24/2023 |
 BYD (01211.HK) | 0.14% | 0% | 1.74% | 1/13/2025 |
 SQM (SQM) | 0.13% | 0% | 3.78% | 10/11/2022 |
 Airbnb (ABNB) | 0.13% | 0% | 1.69% | 5/22/2024 |
 Modine (MOD) | 0.13% | 0% | 5.87% | 9/14/2026 |
 TSMC (TSM) | 0.13% | 0% | 0.93% | 1/31/2024 |
 Procter & Gamble (PG) | 0.13% | 0% | 1.69% | 5/22/2023 |
 Klaviyo (KVYO) | 0.12% | 0% | 1.22% | 1/13/2025 |
 First Horizon (FHN) | 0.12% | 0% | 2.32% | 3/1/2023 |
 Iridium (IRDM) | 0.11% | 0% | 1.39% | 1/16/2024 |
 HDFC (HDB) | 0.11% | 0% | 2.15% | 5/5/2023 |
 GEO (GEO) | 0.1% | 0% | 2.85% | 11/28/2022 |
 Lockheed Martin (LMT) | 0.1% | 0% | 2.91% | 3/15/2023 |
 Valmont (VMI) | 0.1% | 0% | 2.85% | 11/28/2022 |
 Impinj (PI) | 0.1% | 0% | 2.85% | 4/27/2023 |
 Monolithic Power (MPWR) | 0.1% | 0% | 1.28% | 8/1/2023 |
 Ameris Bank (ABCB) | 0.09% | 0% | 2.15% | 6/16/2022 |
 Barrick (B) | 0.09% | 0% | 2.56% | 1/17/2023 |
 O'Reilly Auto (ORLY) | 0.09% | 0% | 2.5% | 12/6/2022 |
 Peloton (PTON) | 0.09% | 0% | 2.73% | 9/29/2022 |
 ARM (ARM) | 0.09% | 0% | 0.93% | 1/3/2024 |
 Northrop Grumman (NOC) | 0.09% | 0% | 2.44% | 1/6/2023 |
 Eli Lilly (LLY) | 0.08% | 0% | 2.32% | 11/11/2022 |
 ExxonMobil (XOM) | 0.08% | 0% | 1.45% | 3/29/2022 |
 MP Materials (MP) | 0.08% | 1.5% | 3.95% | - |
 Texas Pacific (TPL) | 0.07% | 0% | 1.92% | 11/8/2022 |
 Gen Digital (GEN) | 0.07% | 0% | 1.51% | 3/29/2022 |
 CoreWeave Inc (CRWV) | 0.07% | 0% | 1.05% | 11/11/2025 |
 Realty Income (O) | 0.07% | 0% | 1.57% | 4/25/2022 |
 Atlas Air Worlwide Holdings (AAWW) | 0.07% | 0% | 2.03% | 2/16/2023 |
 Tesco (TSCO.L) | 0.07% | 0% | 2.03% | 9/1/2022 |
 Booz Allen (BAH) | 0.07% | 0% | 1.57% | 12/12/2022 |
 Allegro MicroSystems (ALGM) | 0.06% | 0% | 1.22% | 3/28/2023 |
 Deutsche Boerse (DB1.DE) | 0.06% | 0% | 1.28% | 3/24/2023 |
 Equinor (EQNR.OL) | 0.06% | 0% | 1.28% | 3/29/2022 |
 UPM (UPM.HE) | 0.06% | 0% | 1.92% | 11/21/2022 |
 Aker BP (AKRBP.OL) | 0.06% | 0% | 1.28% | 3/29/2022 |
 Transdigm (TDG) | 0.06% | 0% | 1.69% | 2/24/2023 |
 Yadea (1585.HK) | 0.06% | 0% | 1.8% | 9/30/2022 |
 Murphy USA (MUSA) | 0.05% | 0% | 1.57% | 11/11/2022 |
 Qualcomm (QCOM) | 0.05% | 0% | 1.16% | 3/23/2022 |
 Arista (ANET) | 0.05% | 0% | 0.64% | 9/21/2023 |
 Ameriprise (AMP.US) | 0.05% | 0% | 1.51% | 2/21/2023 |
 Datadog (DDOG) | 0.05% | 0% | 0.81% | 2/23/2026 |
 Aflac (AFL) | 0.05% | 0% | 1.51% | 2/2/2023 |
 Burberry (BRBY.L) | 0.05% | 0% | 1.45% | 2/24/2023 |
 Diamondback (FANG) | 0.05% | 0% | 0.64% | 4/18/2023 |
 ConocoPhillips (COP) | 0.05% | 0% | 1.45% | 11/9/2022 |
 Sopra Steria (SOP.PA) | 0.05% | 0% | 0.46% | 1/10/2024 |
 Cullen/Frost Bankers (CFR) | 0.05% | 0% | 1.39% | 11/11/2022 |
 Livent Corp (LTHM) | 0.05% | 0% | 1.22% | 8/19/2022 |
 JPMorgan (JPM) | 0.05% | 0% | 0.99% | 3/8/2023 |
 Abbott (ABT.US) | 0.04% | 0% | 1.28% | 4/29/2022 |
 Advance Auto Parts (AAP) | 0.04% | 0% | 1.22% | 4/28/2022 |
 Adobe (ADBE) | 0.04% | 0% | 1.22% | 11/3/2022 |
 Paymentus (PAY.US) | 0.04% | 0% | 0.7% | 12/30/2024 |
 Cheniere (LNG) | 0.04% | 0% | 1.16% | 12/6/2022 |
 CommBank (CBA.ASX) | 0.04% | 0% | 1.22% | 2/21/2023 |
 Yum (YUM) | 0.04% | 0% | 1.16% | 3/1/2023 |
 Visa (V) | 0.04% | 0% | 1.1% | 3/13/2023 |
 Hess (HES) | 0.04% | 0% | 1.1% | 11/9/2022 |
 Howard Hughes (HHH) | 0.04% | 0% | 0.99% | 12/17/2022 |
 Arbor Realty (ABR) | 0.04% | 0% | 1.05% | 5/2/2022 |
 Devon Energy (DVN) | 0.04% | 0% | 1.05% | 11/2/2022 |
 nVent (NVT) | 0.03% | 0% | 0.93% | 2/24/2023 |
 Mineral Resources (MIN.ASX) | 0.03% | 0% | 0.93% | 1/25/2023 |
 Amphenol (APH) | 0.03% | 0% | 0.76% | 3/13/2023 |
 AstraZeneca (AZN) | 0.03% | 0% | 0.87% | 4/22/2022 |
 Ulta (ULTA) | 0.03% | 0% | 0.87% | 2/10/2023 |
 AbbVie (ABBV) | 0.03% | 0% | 0.81% | 3/7/2023 |
 Hubbell (HUBB) | 0.03% | 0% | 0.87% | 10/20/2022 |
 Walmart (WMT) | 0.03% | 0% | 0.81% | 2/23/2023 |
 Nebius Group NV (NBIS) | 0.03% | 0.57% | 3.89% | - |
 Vanguard S&P 500 ETF (VOO) | 0.03% | 0% | 0.35% | 4/11/2023 |
 Koolearn (1797.HK) | 0.03% | 0% | 0.52% | 1/30/2023 |
 Acuity Brands (AYI) | 0.03% | 0% | 0.64% | 4/4/2023 |
 Nabors (NBR) | 0.03% | 0% | 0.35% | 4/3/2023 |
 Catalyst Pharmaceuticals (CPRX) | 0.03% | 0% | 0.76% | 1/23/2023 |
 Anglo American (AAL.L) | 0.03% | 0% | 0.76% | 4/21/2022 |
 Churchill Downs (CHDN) | 0.03% | 0% | 0.64% | 1/21/2022 |
 Aspen Technology (AZPN) | 0.02% | 0% | 0.64% | 2/17/2023 |
 L'Oréal (OR.PA) | 0.02% | 0% | 0.23% | 1/23/2024 |
 SoFi (SOFI) | 0.02% | 0% | 0.29% | 12/18/2024 |
 Orion (ORNBV.HE) | 0.02% | 0% | 0.29% | 5/30/2023 |
 ON Semiconductor (ON) | 0.02% | 0% | 0.58% | 10/10/2022 |
 Omega Healthcare (OHI) | 0.02% | 0% | 0.46% | 4/6/2022 |
 Fiserv (FISV) | 0.02% | 0% | 0.17% | 9/21/2023 |
 Chemed (CHE) | 0.02% | 0% | 0.23% | 4/18/2023 |
 F&G Annuities & Life (FG) | 0.02% | 0% | 0.46% | 2/16/2023 |
 Commercial Metals (CMC) | 0.02% | 0% | 0.46% | 1/18/2023 |
 Interactive Brokers Group (IBKR) | 0.02% | 0% | 0.46% | 2/14/2023 |
 MKS (MKSI) | 0.02% | 0% | 0.46% | 1/21/2022 |
 Exela (XELA) | 0.02% | 0% | 0.35% | 3/23/2023 |
 Fluence (FLNC) | 0.02% | 0% | 0.29% | 3/7/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.02% | 0% | 1.05% | 1/18/2022 |
 Crocs (CROX) | 0.01% | 0% | 0.41% | 11/16/2022 |
 Albany (AIN) | 0.01% | 0% | 0.41% | 2/7/2023 |
 TotalEnergies (TTE.PA) | 0.01% | 0% | 0.41% | 3/10/2023 |
 OCI (OCI.NV) | 0.01% | 0% | 0.41% | 10/25/2022 |
 AMG (AMG.NV) | 0.01% | 0% | 0.35% | 2/13/2023 |
 Apollo (APO) | 0.01% | 0% | 0.35% | 12/5/2022 |
 Tenable (TENB) | 0.01% | 0% | 0.29% | 4/6/2022 |
 ANSYS (ANSS) | 0.01% | 0% | 0.35% | 1/6/2022 |
 STMicroelectronics (STMPA.PA) | 0.01% | 0% | 0.23% | 3/14/2023 |
 Besi (BESI.NV) | 0.01% | 0% | 0.35% | 12/15/2022 |
 Pfizer (PFE) | 0.01% | 0% | 0.23% | 1/4/2022 |
 Hermes (RMS.PA) | 0.01% | 0% | 0.29% | 2/7/2023 |
 Murphy Oil (MUR) | 0.01% | 0% | 0.29% | 11/16/2022 |
 Cirrus Logic (CRUS) | 0.01% | 0% | 0.23% | 3/10/2023 |
 Eaton (ETN) | 0.01% | 0% | 0.23% | 3/10/2023 |
 Clean Harbors (CLH) | 0.01% | 0% | 0.23% | 2/7/2023 |
 Reliance Steel (RS) | 0.01% | 0% | 0.23% | 2/7/2023 |
 Lowe's (LOW) | 0.01% | 0% | 0.17% | 2/24/2023 |
 Boston Scientific (BSX.US) | 0.01% | 0% | 0.17% | 2/6/2023 |
 Marathon Petroleum (MPC) | 0.01% | 0% | 0.17% | 1/30/2023 |
 Monster Beverage (MNST) | 0.01% | 0% | 0.17% | 11/28/2022 |
 ADP (ADP) | 0.01% | 0% | 0.17% | 11/28/2022 |
 Tyson Foods (TSN) | 0.01% | 0% | 0.17% | 11/28/2022 |
 Schlumberger (SLB) | 0.01% | 0% | 0.17% | 11/17/2022 |
 Adidas (ADS.DE) | 0.01% | 0% | 0.06% | 1/24/2024 |
 Block Inc. (XYZ) | 0% | 0% | 0.23% | 1/4/2022 |
 ProShares UltraPro Short QQQ (SQQQ) | 0% | 0% | 0.06% | 4/27/2023 |
 Supermicro (SMCI) | 0% | 0% | 0.06% | 4/21/2023 |
 Atkore (ATKR) | 0% | 0% | 0.12% | 1/12/2023 |
 EOG Resources (EOG) | 0% | 0% | 0.12% | 11/9/2022 |
 First Solar (FSLR) | 0% | 0% | 0.12% | 1/19/2023 |
 RGA (RGA) | 0% | 0% | 0.12% | 10/20/2022 |
 Ipsen (IPN.PA) | 0% | 0% | 0.12% | 1/13/2023 |
 Sea (SE) | 0% | 0% | 0.06% | 3/13/2025 |
 Graphic Packaging (GPK) | 0% | 0% | 0.06% | 3/10/2023 |
 Nibe (NIBEB.ST) | 0% | 0% | 0.06% | 2/28/2023 |
 Goldman Sachs (GS) | 0% | 0% | 0.06% | 2/28/2023 |
 Teladoc (TDOC) | 0% | 0% | 0.06% | 7/28/2022 |
 Enphase (ENPH) | 0% | 0% | 0.06% | 2/22/2023 |
 VF Corp (VFC) | 0% | 0% | 0.06% | 7/29/2022 |
 ITW (ITW) | 0% | 0% | 0.06% | 2/3/2023 |
 C3.ai (AI) | 0% | 0% | 0.06% | 2/2/2023 |
 GE HealthCare (GEHC) | 0% | 0% | 0.06% | 1/31/2023 |
 Quanta Services (PWR) | 0% | 0% | 0.06% | 11/23/2022 |
 Evofem Biosciences (EVFM) | 0% | 0% | 0.06% | 3/21/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 13.13% | 11.37% |
| SPDR Gold (GLD) | 7.25% | 10.23% |
| Alphabet (GOOGL) | 9.1% | 9.82% |
| RBC (RY) | 8.56% | 8.91% |
| Shopify (SHOP) | 9.37% | 8.41% |
| PepsiCo (PEP) | 9.45% | 8.25% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 6.97% | 8.05% |
| Ishares Russell 2000 ETF (IWM) | 8.64% | 7.7% |
| BAT (BATS.L) | 7.54% | 7.33% |
| Apple (AAPL) | 7.66% | 7.11% |
| Nike (NKE) | 7.09% | 6% |
| Iberdrola (IBE.MC) | 3.12% | 3.84% |
| BBVA (BBVA.MC) | 1.22% | 1.35% |
| ProShares UltraPro S&P 500 (UPRO) | 0.44% | 0.6% |
Cash & Instruments Over Time
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