Portfolio Diversification
Range
Most Diversified
86 instruments
August 20, 2024
Least Diversified
0 instruments
February 2, 2025
Average
74.4 instruments
Most Consistent Holdings
Top 5
SPX50099.88%
NSDQ10099.88%
AAPL99.88%
GOOG99.88%
META99.88%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 MicroStrategy (MSTR) | 10.31% | 21.84% | 99.88% | - |
 Tesla (TSLA) | 8.31% | 6.96% | 99.88% | - |
| Apple (AAPL) | 7.3% | 4.45% | 99.88% | - |
 NVIDIA (NVDA) | 6.72% | 7.68% | 99.88% | - |
 Microsoft (MSFT) | 5.78% | 3.59% | 99.88% | - |
 Vanguard S&P 500 ETF (VOO) | 4.69% | 4.11% | 99.88% | - |
| Alphabet (GOOG) | 4.43% | 3.1% | 99.88% | - |
 Amazon (AMZN) | 3.33% | 2.29% | 99.88% | - |
| Meta (META) | 3.17% | 2.61% | 99.88% | - |
 Bitcoin (BTC) | 2.77% | 3.31% | 99.88% | - |
 ProShares UltraPro QQQ (TQQQ) | 2.25% | 1.46% | 99.88% | - |
 Procter & Gamble (PG) | 2.21% | 1.71% | 99.88% | - |
| NASDAQ100 Index (Non Expiry) (NSDQ100) | 2.15% | 1.41% | 99.88% | - |
 Vanguard Real Estate ETF (VNQ) | 1.94% | 1.4% | 99.88% | - |
 Alibaba (BABA) | 1.82% | 2.83% | 99.88% | - |
| SPX500 Index (Non Expiry) (SPX500) | 1.79% | 1.15% | 99.88% | - |
 VanEck Vectors Gold Miners ETF (GDX) | 1.4% | 1.63% | 99.88% | - |
 Ethereum (ETH) | 1.35% | 0.71% | 99.88% | - |
 eBay (EBAY) | 1.35% | 1.32% | 99.88% | - |
 BYD (01211.HK) | 1.33% | 2.89% | 74.79% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 1.04% | 0.41% | 99.88% | - |
 Cloudflare (NET) | 0.89% | 0.75% | 99.88% | - |
 ExxonMobil (XOM) | 0.85% | 0.47% | 99.88% | - |
 ARK Innovation ETF (ARKK) | 0.78% | 0.46% | 99.88% | - |
 Vanguard Growth ETF (VUG) | 0.78% | 0.63% | 99.52% | - |
 Hapag-Lloyd (HLAG.DE) | 0.77% | 1.01% | 67.55% | - |
 iShares Core U.S. REIT ETF (USRT) | 0.73% | 0.48% | 99.88% | - |
 Maersk (MAERSKB.CO) | 0.71% | 1.09% | 65.86% | - |
 Intel (INTC) | 0.67% | 0.46% | 99.88% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 0.63% | 0.72% | 74.79% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.56% | 0.42% | 99.88% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.55% | 0.49% | 91.56% | - |
 Vanguard Total International Bond ETF (BNDX) | 0.55% | 0.44% | 98.91% | - |
 Vanguard Total Bond Market ETF (BND) | 0.54% | 0.44% | 99.88% | - |
 Vanguard Information Technology (VGT) | 0.54% | 0.34% | 99.88% | - |
 Sea (SE) | 0.53% | 1.12% | 74.79% | - |
 3M (MMM) | 0.53% | 0.92% | 67.55% | - |
 ProShares UltraPro Short S&P 500 (SPXU) | 0.49% | 0.17% | 99.88% | - |
 BlackRock (BLK) | 0.49% | 0.32% | 99.88% | - |
 SPDR Gold (GLD) | 0.48% | 0.74% | 73.7% | - |
 Visa (V) | 0.48% | 0.35% | 99.88% | - |
 iShares Core S&P 500 ETF (IVV) | 0.47% | 0.3% | 99.88% | - |
 SPDR S&P 500 ETF (SPY) | 0.47% | 0.3% | 99.88% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.46% | 0.29% | 99.88% | - |
 Pfizer (PFE) | 0.45% | 0.49% | 67.55% | - |
 IshfaaqPeerally | 0.43% | 0.27% | 99.64% | - |
 Vanguard FTSE Emerging Markets (VWO) | 0.41% | 0.24% | 99.88% | - |
 bluewr | 0.4% | 0.18% | 99.64% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 0.4% | 0.23% | 99.88% | - |
| 0.4% | 0% | 91.44% | 2/11/2025 | |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 0.39% | 0.23% | 99.52% | - |
 Financial Select Sector SPDR (XLF) | 0.38% | 0.32% | 90.35% | - |
 AlanJS88 | 0.37% | 0.17% | 99.64% | - |
 iliescu2605 | 0.37% | 0.21% | 99.64% | - |
 Ford (F) | 0.36% | 0.39% | 65.98% | - |
 iShares Russell Mid-Cap Value ETF (IWS) | 0.35% | 0.25% | 91.56% | - |
 DividendGrowth | 0.34% | 0.47% | 66.71% | - |
 Invesco QQQ (QQQ) | 0.31% | 0.2% | 99.88% | - |
 TSMC (TSM) | 0.3% | 0.33% | 74.79% | - |
 Berkshire Hathaway (BRK.B) | 0.27% | 0.22% | 99.88% | - |
 Disney (DIS) | 0.26% | 0% | 51.63% | 3/12/2024 |
 Piedmont (PDM) | 0.25% | 0.27% | 66.83% | - |
 Qualcomm (QCOM) | 0.25% | 0.23% | 74.79% | - |
 Enbridge (ENB) | 0.24% | 0.34% | 99.88% | - |
 Tesco (TSCO.L) | 0.23% | 0.17% | 99.88% | - |
 Volkswagen (VOW3.DE) | 0.23% | 0.37% | 67.55% | - |
 Coca-Cola (KO) | 0.22% | 0.25% | 74.79% | - |
 Walgreens (WBA) | 0.19% | 0.36% | 67.55% | - |
 Vodafone (VOD) | 0.19% | 0.28% | 66.83% | - |
 AGNC (AGNC) | 0.19% | 0.2% | 65.98% | - |
 iShares China Large-Cap ETF (FXI) | 0.17% | 0.29% | 59.11% | - |
 Lowe's (LOW) | 0.16% | 0.09% | 99.88% | - |
 Chevron (CVX) | 0.16% | 0.21% | 59.11% | - |
 KraneShares CSI China Internet (KWEB) | 0.16% | 0.24% | 59.11% | - |
 Crowdstrike (CRWD) | 0.14% | 0.53% | 32.45% | - |
 Mercedes-Benz (MBG.DE) | 0.14% | 0.17% | 59.11% | - |
 thomaspj | 0.14% | 0.25% | 50.66% | - |
 triangulacapital | 0.14% | 0.25% | 50.66% | - |
 iShares Core High Dividend ETF (HDV) | 0.14% | 0.17% | 66.83% | - |
 Drcmart | 0.13% | 0.24% | 50.66% | - |
 AT&T (T) | 0.12% | 0.2% | 66.83% | - |
 Dogecoin (DOGE) | 0.11% | 0% | 53.08% | 3/24/2024 |
 Adobe (ADBE) | 0.1% | 0.17% | 39.93% | - |
 Nio (NIO) | 0.08% | 0.12% | 48.25% | - |
 Eni SpA-ADR (E) | 0.07% | 0.04% | 99.88% | - |
 Solventum (SOLV) | 0.06% | 0.12% | 45.72% | - |
 Arbor Realty (ABR) | 0.05% | 0.15% | 29.07% | - |
 Ethereum Classic (ETC) | 0.03% | 0% | 51.63% | 3/12/2024 |
 ZIM (ZIM) | 0.03% | 0% | 9.17% | 12/18/2023 |
 Svitzer (SVITZR.CO) | 0.02% | 0.06% | 42.34% | - |
 Itau Unibanco (ITUB) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| MicroStrategy (MSTR) | 2.64% | 18.02% |
| Tesla (TSLA) | 8.91% | 10.53% |
| NVIDIA (NVDA) | 4.6% | 9.2% |
| Apple (AAPL) | 5.49% | 5.11% |
| Vanguard S&P 500 ETF (VOO) | 5.57% | 4.13% |
| Microsoft (MSFT) | 4.64% | 3.72% |
| Alphabet (GOOG) | 3.68% | 3.47% |
| Bitcoin (BTC) | 2.34% | 3.31% |
| Meta (META) | 1.89% | 2.75% |
| Amazon (AMZN) | 2.38% | 2.63% |
| ProShares UltraPro QQQ (TQQQ) | 1.48% | 2.32% |
| Alibaba (BABA) | 3.51% | 1.99% |
| BYD (01211.HK) | 2.91% | 1.9% |
| Procter & Gamble (PG) | 2.67% | 1.52% |
| NASDAQ100 Index (Non Expiry) (NSDQ100) | 1.48% | 1.47% |
| Ethereum (ETH) | 1.52% | 1.35% |
| Vanguard Real Estate ETF (VNQ) | 2.22% | 1.3% |
| SPX500 Index (Non Expiry) (SPX500) | 1.48% | 1.15% |
| eBay (EBAY) | 1.7% | 1.11% |
| Maersk (MAERSKB.CO) | 1.85% | 1.08% |
| Hapag-Lloyd (HLAG.DE) | 1.7% | 1.03% |
| VanEck Vectors Gold Miners ETF (GDX) | 1.59% | 0.98% |
| Sea (SE) | 0.74% | 0.89% |
| 3M (MMM) | 1.12% | 0.82% |
| Vanguard Dividend Appreciation ETF (VIG) | 1.1% | 0.69% |
| Cloudflare (NET) | 0.67% | 0.68% |
| Vanguard Growth ETF (VUG) | 0.74% | 0.66% |
| ARK Innovation ETF (ARKK) | 0.59% | 0.53% |
| SPDR Gold (GLD) | 0.74% | 0.53% |
| Pfizer (PFE) | 1.11% | 0.53% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.75% | 0.47% |
| iShares Core U.S. REIT ETF (USRT) | 0.74% | 0.45% |
| Intel (INTC) | 1.17% | 0.44% |
| DividendGrowth | 0.78% | 0.43% |
| Crowdstrike (CRWD) | 0.61% | 0.43% |
| ExxonMobil (XOM) | 0.6% | 0.42% |
| Vanguard Total International Bond ETF (BNDX) | 0.73% | 0.4% |
| TSMC (TSM) | 0.37% | 0.39% |
| Vanguard Total Bond Market ETF (BND) | 0.74% | 0.39% |
| Vanguard Information Technology (VGT) | 0.37% | 0.38% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.73% | 0.37% |
| Ford (F) | 0.74% | 0.36% |
| Piedmont (PDM) | 0.37% | 0.34% |
| BlackRock (BLK) | 0.44% | 0.34% |
| Volkswagen (VOW3.DE) | 0.74% | 0.34% |
| Visa (V) | 0.37% | 0.31% |
| ProShares UltraPro Short QQQ (SQQQ) | 2.58% | 0.3% |
| iShares Core S&P 500 ETF (IVV) | 0.37% | 0.3% |
| Financial Select Sector SPDR (XLF) | 0.37% | 0.3% |
| SPDR S&P 500 ETF (SPY) | 0.37% | 0.3% |
| Enbridge (ENB) | 0.46% | 0.29% |
| Vanguard Total Stock Market ETF (VTI) | 0.37% | 0.29% |
| Walgreens (WBA) | 0.74% | 0.28% |
| IshfaaqPeerally | 0.43% | 0.27% |
| iShares China Large-Cap ETF (FXI) | 0.37% | 0.25% |
| thomaspj | 0.43% | 0.24% |
| iShares Russell Mid-Cap Value ETF (IWS) | 0.37% | 0.24% |
| triangulacapital | 0.45% | 0.23% |
| Qualcomm (QCOM) | 0.37% | 0.23% |
| Vodafone (VOD) | 0.48% | 0.23% |
| Vanguard FTSE Emerging Markets (VWO) | 0.37% | 0.22% |
| Drcmart | 0.39% | 0.21% |
| KraneShares CSI China Internet (KWEB) | 0.37% | 0.21% |
| Invesco QQQ (QQQ) | 0.22% | 0.21% |
| iShares MSCI Emerging Markets ETF (EEM) | 0.37% | 0.21% |
| 0.38% | 0.2% | |
| bluewr | 0.34% | 0.2% |
| Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 0.37% | 0.2% |
| AGNC (AGNC) | 0.37% | 0.2% |
| Adobe (ADBE) | 0.4% | 0.2% |
| Coca-Cola (KO) | 0.37% | 0.2% |
| Chevron (CVX) | 0.37% | 0.2% |
| iliescu2605 | 0.35% | 0.19% |
| Arbor Realty (ABR) | 0.3% | 0.17% |
| Mercedes-Benz (MBG.DE) | 0.37% | 0.17% |
| Berkshire Hathaway (BRK.B) | 0.23% | 0.17% |
| AlanJS88 | 0.32% | 0.16% |
| iShares Core High Dividend ETF (HDV) | 0.25% | 0.15% |
| Tesco (TSCO.L) | 0.22% | 0.15% |
| AT&T (T) | 0.19% | 0.15% |
| Nio (NIO) | 0.37% | 0.14% |
| ProShares UltraPro Short S&P 500 (SPXU) | 0.75% | 0.12% |
| Solventum (SOLV) | 0% | 0.11% |
| Lowe's (LOW) | 0.15% | 0.09% |
| Svitzer (SVITZR.CO) | 0% | 0.04% |
| Eni SpA-ADR (E) | 0.07% | 0.03% |