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Portfolio Diversification
Range
Most Diversified
38 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
28.8 instruments
Most Consistent Holdings
Top 5
MSFT99.8%
AAPL99.73%
GOOG99.73%
NVDA99.73%
SPY99.73%
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 |
|---|---|---|---|---|
 Meta (META) | 9% | 8.78% | 96.59% | - |
| State Street SPDR S&P 500 ETF (SPY) | 8.68% | 14.51% | 99.73% | - |
| Microsoft (MSFT) | 7.75% | 6.79% | 99.8% | - |
| Alphabet (GOOG) | 5.56% | 5.23% | 99.73% | - |
 Invesco QQQ (QQQ) | 5.08% | 11.18% | 56.96% | - |
| NVIDIA (NVDA) | 4.63% | 7.07% | 99.73% | - |
 Amazon (AMZN) | 4.5% | 6.58% | 57.03% | - |
 Novo Nordisk (NOVO-B.CO) | 4.17% | 0% | 53.55% | 4/10/2024 |
 Besi (BESI.NV) | 3.03% | 0% | 69.48% | 12/6/2024 |
 TSMC (TSM) | 2.97% | 7.4% | 57.03% | - |
 Rolls-Royce (RR.L) | 2.74% | 5.28% | 48.19% | - |
| Apple (AAPL) | 2.72% | 2.82% | 99.73% | - |
 Fortinet (FTNT) | 2.53% | 0% | 69.48% | 12/6/2024 |
 LKQ (LKQ) | 2.34% | 0% | 53.88% | 4/15/2024 |
 RBC (RY) | 2.24% | 0% | 51.54% | 3/11/2024 |
 ADP (ADP) | 2.07% | 0% | 42.7% | 10/30/2023 |
 PepsiCo (PEP) | 2.04% | 0% | 51.54% | 3/11/2024 |
 Aalberts (AALB.NV) | 1.68% | 0% | 42.7% | 10/30/2023 |
 Shell (SHEL.L) | 1.57% | 2.64% | 56.96% | - |
 Equifax (EFX) | 1.55% | 0% | 42.7% | 10/30/2023 |
 Cenovus (CVE) | 1.45% | 3.11% | 49.46% | - |
 First American (FAF) | 1.24% | 0% | 42.7% | 10/30/2023 |
 Scotiabank (BNS) | 1.17% | 0% | 42.7% | 10/30/2023 |
 Mastercard (MA) | 1.15% | 1.79% | 49.53% | - |
 Trip.com (TCOM.CH) | 1.1% | 1.67% | 45.65% | - |
 Delta (DAL) | 1.08% | 1.95% | 46.72% | - |
 Marvell (MRVL) | 1.03% | 1.94% | 46.72% | - |
 Qualcomm (QCOM.RTH) | 0.94% | 0% | 10.71% | 4/10/2024 |
 Palo Alto Networks (PANW) | 0.89% | 0% | 69.48% | 12/6/2024 |
 iShares MSCI India ETF (INDA) | 0.84% | 1.35% | 45.38% | - |
 ExxonMobil (XOM) | 0.78% | 0% | 69.48% | 12/6/2024 |
 ASM (ASM.NV) | 0.71% | 0% | 53.01% | 4/2/2024 |
 Enbridge (ENB) | 0.7% | 0% | 42.7% | 10/30/2023 |
 Public Storage (PSA) | 0.6% | 0% | 40.63% | 10/30/2023 |
 PDD Holdings (PDD) | 0.57% | 0.92% | 42.9% | - |
 Straumann (STMN.ZU) | 0.57% | 0% | 42.7% | 10/30/2023 |
 Bank of America (BAC) | 0.55% | 0% | 42.03% | 10/30/2023 |
 WP Carey (WPC) | 0.55% | 0% | 40.63% | 10/30/2023 |
 ProShares UltraPro QQQ (TQQQ) | 0.5% | 0% | 42.7% | 10/30/2023 |
 Bio-Techne (TECH) | 0.5% | 0% | 42.7% | 10/30/2023 |
 VAT Group (VACN.ZU) | 0.48% | 0% | 42.7% | 10/30/2023 |
 Analog Devices (ADI.US) | 0.48% | 0% | 69.48% | 12/6/2024 |
 Vanguard Real Estate ETF (VNQ) | 0.47% | 0% | 40.63% | 10/30/2023 |
 First Citizens (FCNCA) | 0.42% | 0% | 16.47% | 12/6/2024 |
 Daimler Truck (DTG.DE) | 0.38% | 0.66% | 46.72% | - |
 Eli Lilly (LLY) | 0.34% | 0.66% | 47.19% | - |
 Albemarle (ALB) | 0.31% | 0% | 42.7% | 10/30/2023 |
 Tempus AI Inc (TEM.US) | 0.3% | 0.78% | 26.17% | - |
 Nice (NICE) | 0.28% | 0% | 39.49% | 11/19/2025 |
 Alibaba (BABA) | 0.24% | 0.76% | 25.23% | - |
 Dell (DELL) | 0.23% | 0.93% | 25.37% | - |
 Alaska Air (ALK) | 0.22% | 0.58% | 26.17% | - |
 Crowdstrike (CRWD) | 0.21% | 0% | 17.14% | 12/6/2024 |
 Tencent (0700.HK) | 0.16% | 0.51% | 25.3% | - |
 IIPR (IIPR) | 0.15% | 0% | 42.7% | 10/30/2023 |
 Lucid (LCID) | 0.12% | 0% | 42.7% | 10/30/2023 |
 McDonald's (MCD) | 0.1% | 0% | 6.56% | 5/30/2024 |
 Alamos Gold (AGI) | 0.09% | 1.52% | 7.16% | - |
 Broadcom (AVGO) | 0.07% | 0.94% | 7.16% | - |
 O'Reilly Auto (ORLY) | 0.05% | 0.75% | 7.16% | - |
 Sony (SONY) | 0.05% | 0.58% | 7.16% | - |
 REE Automotive (REE.US) | 0.04% | 0% | 3.88% | 3/4/2022 |
| 0.03% | 0% | 0.67% | 1/10/2022 | |
 Slow_and_Steady | 0.03% | 0% | 0.67% | 1/10/2022 |
 AppLovin (APP) | 0.01% | 0% | 3.68% | 4/14/2025 |
 Lithium Americas (LAC) | 0.01% | 0% | 0.67% | 1/10/2022 |
 Cloudflare (NET) | 0% | 0% | 0.2% | 1/3/2022 |
 Ethereum (ETH) | 0% | 0% | 0.67% | 1/10/2022 |
 Atlassian (TEAM) | 0% | 0% | 0.33% | 1/5/2022 |
 Solana (SOL) | 0% | 0% | 0.67% | 1/10/2022 |
 Dynatrace (DT) | 0% | 0% | 0.2% | 1/3/2022 |
 Sea (SE) | 0% | 0% | 0.2% | 1/3/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 15.55% | 13.15% |
| Invesco QQQ (QQQ) | 10.25% | 9.83% |
| Meta (META) | 5.51% | 9.11% |
| Microsoft (MSFT) | 9.82% | 8.14% |
| NVIDIA (NVDA) | 3.15% | 7.52% |
| Amazon (AMZN) | 7.08% | 7.23% |
| TSMC (TSM) | 3.94% | 6.73% |
| Alphabet (GOOG) | 3.94% | 5.58% |
| Rolls-Royce (RR.L) | 2.86% | 4.88% |
| Apple (AAPL) | 3.03% | 3.02% |
| Cenovus (CVE) | 3.94% | 2.35% |
| Shell (SHEL.L) | 3.54% | 2.32% |
| Delta (DAL) | 2.36% | 2.32% |
| Trip.com (TCOM.CH) | 2.36% | 2.26% |
| Mastercard (MA) | 2.36% | 1.98% |
| Marvell (MRVL) | 2.36% | 1.87% |
| iShares MSCI India ETF (INDA) | 2.13% | 1.48% |
| Alamos Gold (AGI) | 1.57% | 1.19% |
| PDD Holdings (PDD) | 2.09% | 1.04% |
| Broadcom (AVGO) | 1.57% | 1% |
| Tempus AI Inc (TEM.US) | 1.57% | 0.89% |
| Alibaba (BABA) | 1.13% | 0.86% |
| Dell (DELL) | 1.13% | 0.81% |
| O'Reilly Auto (ORLY) | 1.18% | 0.73% |
| Eli Lilly (LLY) | 0.79% | 0.73% |
| Sony (SONY) | 1.18% | 0.71% |
| Alaska Air (ALK) | 1.57% | 0.7% |
| Daimler Truck (DTG.DE) | 1.18% | 0.61% |
| Tencent (0700.HK) | 0.75% | 0.6% |
Cash & Instruments Over Time
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