Portfolio Diversification
Range
Most Diversified
12 instruments
May 4, 2024
Least Diversified
0 instruments
January 1, 2022
Average
2 instruments
Most Consistent Holdings
Top 5
CLOU22.32%
LIT15.77%
BLOK10.28%
WEAT8.53%
CORN.US7.39%
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 |
|---|---|---|---|---|
| Global X Cloud Computing ETF (CLOU) | 4.85% | 0% | 22.32% | 2/10/2025 |
 American Express (AXP) | 2.3% | 0% | 6.78% | 12/10/2024 |
| Global X Lithium & Battery Tech ETF (LIT) | 2.19% | 0% | 15.77% | 4/30/2025 |
 ADP (ADP) | 1.76% | 0% | 5.26% | 12/10/2024 |
| Amplify Transformational Data Sharing ETF (BLOK) | 1.65% | 0% | 10.28% | 4/24/2025 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 1.5% | 0% | 7.01% | 10/1/2024 |
| Teucrium Corn Fund (CORN.US) | 1.44% | 0% | 7.39% | 5/16/2024 |
 Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) | 1.44% | 0% | 4.72% | 10/31/2024 |
 Invesco Solar ETF (TAN) | 1.15% | 0% | 6.55% | 8/2/2024 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 1.12% | 0% | 6.63% | 4/7/2025 |
 Hci Group (HCI) | 0.92% | 0% | 7.39% | 7/14/2025 |
 Bitcoin (BTC) | 0.85% | 0% | 2.21% | 3/24/2025 |
 iShares MSCI China ETF (MCHI) | 0.73% | 0% | 7.16% | 2/10/2025 |
| Teucrium Wheat Fund (WEAT) | 0.71% | 0% | 8.53% | 2/10/2025 |
 Gold (Non Expiry) (GOLD) | 0.53% | 0% | 0.91% | 7/29/2025 |
 IHS (IHS) | 0.53% | 0% | 2.13% | 5/29/2025 |
 Verizon (VZ) | 0.48% | 0% | 1.07% | 9/5/2024 |
 Church & Dwight (CHD) | 0.39% | 0% | 2.21% | 5/17/2024 |
 Ingersoll Rand (IR) | 0.34% | 0% | 2.74% | 5/1/2025 |
 HubSpot (HUBS) | 0.29% | 0% | 1.14% | 4/18/2024 |
 General Dynamics (GD) | 0.29% | 0% | 0.53% | 9/5/2024 |
 United States Oil Fund (USO) | 0.25% | 0% | 2.44% | 12/8/2023 |
 Alerian MLP ETF (AMLP) | 0.23% | 0% | 4.57% | 2/10/2025 |
 UnitedHealth (UNH) | 0.23% | 0% | 0.91% | 12/6/2024 |
 Verisk (VRSK) | 0.22% | 0% | 2.06% | 7/1/2024 |
 Arch Capital (ACGL) | 0.21% | 0% | 2.13% | 5/31/2024 |
 Goldman Sachs (GS) | 0.2% | 0% | 2.06% | 8/2/2024 |
 Wuxi Biologics (02269.HK) | 0.2% | 0% | 1.83% | 4/7/2025 |
 Jefferies (JEF) | 0.2% | 0% | 1.9% | 7/26/2024 |
 PROCEPT BioRobotics (PRCT) | 0.2% | 0% | 1.98% | 5/29/2024 |
 Adtalem (ATGE) | 0.19% | 0% | 1.9% | 7/26/2024 |
 NBHC (NBHC) | 0.19% | 0% | 1.9% | 7/26/2024 |
 Synchrony (SYF) | 0.19% | 0% | 1.9% | 7/26/2024 |
 3M (MMM) | 0.19% | 0% | 1.98% | 5/29/2024 |
 Tyler (TYL) | 0.18% | 0% | 1.75% | 7/24/2024 |
 Merit Medical (MMSI) | 0.16% | 0% | 1.68% | 7/23/2024 |
 BBSI (BBSI) | 0.16% | 0% | 1.68% | 6/26/2024 |
 Genco (GNK.US) | 0.15% | 0% | 1.6% | 5/23/2024 |
 IBC (IBOC) | 0.15% | 0% | 1.6% | 5/23/2024 |
 First BanCorp (FBP) | 0.15% | 0% | 1.6% | 5/23/2024 |
 PSEG (PEG) | 0.15% | 0% | 1.37% | 8/19/2024 |
 DJ30 Index (Non Expiry) (DJ30) | 0.13% | 0% | 1.07% | 4/4/2025 |
 Global X Uranium ETF (URA) | 0.13% | 0% | 0.61% | 3/4/2022 |
 SPDR Gold (GLD) | 0.13% | 0% | 2.51% | 2/10/2025 |
 iShares MSCI Thailand ETF (THD) | 0.13% | 10.76% | 1.22% | - |
 Royal Caribbean (RCL) | 0.12% | 0% | 1.22% | 6/20/2024 |
 Elanco (ELAN) | 0.12% | 0% | 1.14% | 6/14/2024 |
 Crescent Capital BDC (CCAP) | 0.12% | 0% | 1.22% | 6/20/2024 |
 Carrier (CARR) | 0.11% | 0% | 0.46% | 4/16/2024 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.11% | 0% | 1.52% | 4/13/2022 |
 Coca-Cola Consolidated (COKE) | 0.1% | 0% | 1.07% | 7/15/2024 |
 LPL Financial (LPLA.US) | 0.1% | 0% | 0.99% | 6/11/2024 |
 iShares S&P Mid-Cap 400 Value ETF (IJJ) | 0.1% | 0% | 0.61% | 4/1/2024 |
 Huntsman (HUN) | 0.09% | 0% | 0.91% | 8/19/2024 |
 Shoe Carnival (SCVL) | 0.09% | 0% | 0.91% | 6/11/2024 |
 Patterson-UTI (PTEN) | 0.09% | 0% | 0.91% | 8/19/2024 |
 DaVita (DVA) | 0.09% | 0% | 0.91% | 6/11/2024 |
 NVIDIA (NVDA) | 0.09% | 0% | 0.3% | 11/26/2024 |
 Zai Lab (ZLAB) | 0.09% | 0% | 0.76% | 4/4/2025 |
 CRISPR Therapeutics (CRSP) | 0.08% | 0% | 0.84% | 3/28/2022 |
 ZhongAn (06060.HK) | 0.08% | 0% | 0.84% | 1/19/2022 |
 Oil (Non Expiry) (OIL) | 0.08% | 0% | 0.46% | 3/24/2025 |
 SLR (SLRC) | 0.08% | 0% | 0.76% | 6/14/2024 |
 Credo (CRDO) | 0.06% | 0% | 0.61% | 7/9/2024 |
 Clearway Energy (CWEN) | 0.06% | 0% | 0.61% | 8/15/2024 |
 Pilgrim's Pride (PPC) | 0.06% | 0% | 0.61% | 8/15/2024 |
 PennyMac (PFSI) | 0.06% | 0% | 0.61% | 7/9/2024 |
 Xiaomi (1810.HK) | 0.06% | 0% | 0.61% | 1/19/2022 |
 Hercules Capital (HTGC) | 0.05% | 0% | 1.14% | 5/17/2024 |
 Spotify (SPOT) | 0.05% | 0% | 0.53% | 6/11/2024 |
 Marsh & McLennan (MMC) | 0.05% | 0% | 0.46% | 8/7/2024 |
 DuPont (DD) | 0.05% | 0% | 0.46% | 6/4/2024 |
 BD (BDX) | 0.04% | 0% | 0.46% | 6/4/2024 |
 MercadoLibre (MELI) | 0.04% | 0% | 0.46% | 8/13/2024 |
 Fortive (FTV) | 0.04% | 0% | 0.15% | 4/5/2024 |
 Vail Resorts (MTN) | 0.04% | 0% | 0.38% | 6/4/2024 |
 Newmont (NEM) | 0.03% | 0% | 0.3% | 8/5/2024 |
 Howmet Aerospace (HWM) | 0.03% | 0% | 0.3% | 8/5/2024 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.03% | 0% | 0.15% | 1/5/2022 |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.02% | 0% | 0.46% | 4/6/2022 |
 Leidos (LDOS) | 0.02% | 0% | 1.98% | 5/29/2024 |
 Block Inc. (XYZ) | 0.02% | 0% | 0.08% | 5/1/2024 |
 Procter & Gamble (PG) | 0.02% | 0% | 0.08% | 4/2/2024 |
 Roper (ROP) | 0.02% | 0% | 0.08% | 4/2/2024 |
 iShares Russell 2000 Value ETF (IWN) | 0.02% | 0% | 0.3% | 4/1/2022 |
 BYD Electronic (00285.HK) | 0.01% | 0% | 0.15% | 1/14/2022 |
 Burlington (BURL) | 0.01% | 0% | 0.08% | 8/2/2024 |
 iShares US Aerospace & Defense ETF (ITA) | 0.01% | 0% | 0.15% | 4/1/2022 |
 Stanley Black & Decker (SWK) | 0.01% | 0% | 0.08% | 8/2/2024 |
 Teladoc (TDOC) | 0.01% | 0% | 0.15% | 3/16/2022 |
 Invitae Corp (NVTAQ) | 0% | 0% | 0.15% | 3/16/2022 |
 Vistra (VST) | 0% | 0% | 0.08% | 3/18/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Teucrium Wheat Fund (WEAT) | 4.99% | 4.92% |
| Alerian MLP ETF (AMLP) | 4.99% | 4.91% |
| iShares MSCI China ETF (MCHI) | 4.99% | 4.84% |
| Global X Lithium & Battery Tech ETF (LIT) | 4.99% | 4.61% |