Portfolio Diversification
Range
Most Diversified
57 instruments
January 31, 2025
Least Diversified
0 instruments
February 2, 2025
Average
34.3 instruments
Most Consistent Holdings
Top 5
GOOG99.87%
META99.87%
MSFT99.87%
AMZN99.87%
V99.87%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 8.31% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 7.99% | 0% | 99.87% | 2/1/2025 |
| Alphabet (GOOG) | 7.23% | 0% | 99.87% | 2/1/2025 |
| Visa (V) | 5.53% | 0% | 99.87% | 2/1/2025 |
 AMD (AMD) | 5.06% | 0% | 93.76% | 2/1/2025 |
 Bitcoin (BTC) | 4.86% | 0% | 99.87% | 2/1/2025 |
 Tesla (TSLA) | 4.73% | 0% | 99.87% | 2/1/2025 |
 Procter & Gamble (PG) | 4.52% | 0% | 96.15% | 2/1/2025 |
 Coca-Cola (KO) | 4.39% | 0% | 96.41% | 2/1/2025 |
| Meta (META) | 4.03% | 0% | 99.87% | 2/1/2025 |
 Qualcomm (QCOM) | 3.68% | 0% | 94.95% | 2/1/2025 |
 NVIDIA (NVDA) | 3.4% | 0% | 84.33% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 2.76% | 0% | 89.77% | 2/1/2025 |
 Ethereum (ETH) | 2.67% | 0% | 99.87% | 2/1/2025 |
 Disney (DIS) | 2.24% | 0% | 70.65% | 11/8/2024 |
 Ford (F) | 2.07% | 0% | 78.62% | 2/1/2025 |
 Apple (AAPL) | 2% | 0% | 79.68% | 2/1/2025 |
 American Express (AXP) | 1.61% | 0% | 65.07% | 2/1/2025 |
 Walgreens (WBA) | 1.6% | 0% | 86.72% | 2/1/2025 |
 Walmart (WMT) | 1.59% | 0% | 57.9% | 2/1/2025 |
 Realty Income (O) | 1.46% | 0% | 70.65% | 2/1/2025 |
 Celsius (CELH) | 1.45% | 0% | 44.62% | 2/1/2025 |
 PepsiCo (PEP) | 1.27% | 0% | 57.9% | 2/1/2025 |
 Chevron (CVX) | 1.07% | 0% | 47.54% | 4/29/2024 |
 Broadcom (AVGO) | 0.98% | 0% | 43.69% | 2/1/2025 |
 Home Depot (HD) | 0.96% | 0% | 42.76% | 2/1/2025 |
 ExxonMobil (XOM) | 0.84% | 0% | 64.01% | 2/1/2025 |
 Micron (MU) | 0.81% | 0% | 41.43% | 2/1/2025 |
 ChargePoint (CHPT) | 0.72% | 0% | 87.78% | 2/1/2025 |
 XRP (XRP) | 0.67% | 0% | 99.87% | 2/1/2025 |
 Target (TGT) | 0.66% | 0% | 35.33% | 2/1/2025 |
 Sony (SONY) | 0.66% | 0% | 87.52% | 10/31/2024 |
 Shiba (in millions) (SHIBxM) | 0.65% | 0% | 55.38% | 2/29/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.61% | 0% | 35.59% | 1/21/2025 |
 Palantir (PLTR) | 0.56% | 0% | 39.84% | 2/1/2025 |
 Intel (INTC) | 0.46% | 0% | 26.56% | 2/20/2024 |
 Infosys (INFY) | 0.42% | 0% | 49% | 1/12/2024 |
 Ethereum Classic (ETC) | 0.42% | 0% | 48.87% | 1/11/2024 |
 Opera (OPRA) | 0.37% | 0% | 42.5% | 2/1/2025 |
 AT&T (T) | 0.37% | 0% | 31.21% | 2/1/2025 |
 Costco (COST) | 0.33% | 0% | 25.5% | 12/19/2024 |
 Supermicro (SMCI) | 0.32% | 0% | 32.27% | 2/1/2025 |
 UnitedHealth (UNH) | 0.27% | 0% | 20.45% | 2/1/2025 |
 Abbott (ABT) | 0.23% | 0% | 14.08% | 3/4/2024 |
 Alibaba (BABA) | 0.22% | 0% | 22.05% | 2/1/2025 |
 Polygon Ecosystem (ex Matic) (POL) | 0.22% | 0% | 67.73% | 6/3/2024 |
 Mondelez (MDLZ) | 0.21% | 0% | 18.19% | 2/1/2025 |
 CVS Health (CVS) | 0.18% | 0% | 16.6% | 10/7/2024 |
 McDonald's (MCD) | 0.15% | 0% | 12.35% | 12/21/2023 |
 Ionq (IONQ) | 0.14% | 0% | 12.48% | 2/1/2025 |
 UiPath (PATH) | 0.13% | 0% | 33.86% | 2/1/2025 |
 Equitable Holdings (EQH) | 0.13% | 0% | 10.89% | 7/19/2023 |
 Rigetti (RGTI) | 0.12% | 0% | 8.1% | 2/1/2025 |
 AbbVie (ABBV) | 0.12% | 0% | 13.68% | 3/8/2024 |
 Kroger (KR) | 0.11% | 0% | 11.55% | 2/1/2025 |
 SoFi (SOFI) | 0.09% | 0% | 11.95% | 2/1/2025 |
 Netflix (NFLX) | 0.09% | 0% | 9.43% | 3/15/2023 |
 Vanguard Growth ETF (VUG) | 0.08% | 0% | 10.89% | 2/1/2025 |
 Vistra (VST) | 0.08% | 0% | 9.96% | 2/1/2025 |
 Symbotic (SYM) | 0.07% | 0% | 30.68% | 2/1/2025 |
 MicroStrategy (MSTR) | 0.06% | 0% | 9.69% | 2/1/2025 |
 ASML (ASML) | 0.05% | 0% | 4.25% | 1/6/2025 |
 JD.com (JD.US) | 0.04% | 0% | 8.76% | 9/20/2024 |
 Solana (SOL) | 0.03% | 0% | 8.9% | 2/1/2025 |
 ConocoPhillips (COP) | 0.03% | 0% | 7.04% | 11/6/2024 |
 Oracle (ORCL) | 0.03% | 0% | 5.98% | 2/1/2025 |
 D-Wave (QBTS) | 0.03% | 0% | 5.84% | 2/1/2025 |
 Vanguard Total Stock Market ETF (VTI) | 0.02% | 0% | 3.19% | 12/14/2023 |
 GigaCloud (GCT) | 0.02% | 0% | 10.89% | 2/1/2025 |
 Archer Aviation (ACHR) | 0.01% | 0% | 2.39% | 12/20/2024 |
 NextEra (NEE) | 0.01% | 0% | 1.99% | 5/31/2024 |
 AMD (AMD.EXT) | 0.01% | 0% | 6.77% | 12/18/2024 |
 SoundHound (SOUN) | 0.01% | 0% | 3.45% | 12/17/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.01% | 0% | 1.99% | 2/28/2024 |
 L3Harris (LHX) | 0.01% | 0% | 2.26% | 2/15/2024 |
 Cisco (CSCO) | 0.01% | 0% | 1.86% | 8/2/2023 |
 Dogecoin (DOGE) | 0.01% | 0% | 5.31% | 2/1/2025 |
 Ishares Russell 2000 ETF (IWM) | 0.01% | 0% | 3.98% | 2/1/2025 |
 Microsoft (MSFT.EXT) | 0% | 0% | 0.93% | 3/12/2024 |
 Quantum-Si (QSI) | 0% | 0% | 3.98% | 2/1/2025 |
 Riot (RIOT) | 0% | 0% | 2.52% | 12/13/2024 |
 Denali Therapeutics (DNLI) | 0% | 0% | 0.66% | 3/4/2024 |
 Vuzix (VUZI) | 0% | 0% | 1.46% | 2/1/2025 |
 Alphabet (GOOG.EXT) | 0% | 0% | 1.2% | 6/21/2024 |
 Pegasystems (PEGA) | 0% | 0% | 1.46% | 2/1/2025 |
 Innoviz (INVZ) | 0% | 0% | 1.46% | 2/1/2025 |
 Flare (FLR) | 0% | 0% | 9.56% | 4/18/2023 |
 Micron (MU.EXT) | 0% | 0% | 0.53% | 3/25/2024 |
 General Dynamics (GD) | 0% | 0% | 1.06% | 11/13/2024 |
 Valero (VLO) | 0% | 0% | 0.4% | 8/30/2024 |
 MicroStrategy Incorporated (MSTR.EXT) | 0% | 0% | 0.8% | 12/5/2024 |
 Kenvue (KVUE) | 0% | 0% | 0.53% | 11/15/2024 |
 Songbird (SGB) | 0% | 0% | 8.5% | 3/7/2023 |
 NuScale Power (SMR) | 0% | 0% | 0.4% | 2/1/2025 |
 NVIDIA (NVDA.EXT) | 0% | 0% | 0.13% | 5/23/2024 |
 Humacyte (HUMA) | 0% | 0% | 0.4% | 11/1/2024 |
 Verizon (VZ) | 0% | 0% | 0.4% | 2/1/2025 |
 Meta (META.EXT) | 0% | 0% | 0.13% | 4/26/2024 |
 Alibaba (BABA.EXT) | 0% | 0% | 0.13% | 8/16/2024 |
 Cardano (ADA) | 0% | 0% | 0.27% | 12/2/2024 |
 Globalstar (GSAT) | 0% | 0% | 0.13% | 1/3/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 7.14% | 8.79% |
| Microsoft (MSFT) | 8.15% | 8.65% |
| Bitcoin (BTC) | 6.06% | 8.53% |
| Johnson & Johnson (JNJ) | 4.36% | 4.19% |
| Meta (META) | 3.42% | 3.96% |
| Visa (V) | 3.29% | 3.91% |
| Tesla (TSLA) | 2.66% | 3.79% |
| Celsius (CELH) | 6.31% | 3.03% |
| Broadcom (AVGO) | 2.14% | 2.9% |
| Realty Income (O) | 2.98% | 2.83% |
| NVIDIA (NVDA) | 2.58% | 2.74% |
| Alphabet (GOOG) | 2.37% | 2.61% |
| Micron (MU) | 3.3% | 2.59% |
| Palantir (PLTR) | 1.89% | 2.39% |
| Target (TGT) | 2.48% | 2.33% |
| Coca-Cola (KO) | 2.23% | 2.22% |
| Qualcomm (QCOM) | 2.51% | 2.19% |
| Ethereum (ETH) | 2.44% | 2.09% |
| PepsiCo (PEP) | 2.12% | 1.99% |
| Ionq (IONQ) | 1.5% | 1.91% |
| AMD (AMD) | 2.51% | 1.91% |
| Procter & Gamble (PG) | 1.66% | 1.74% |
| AT&T (T) | 1.51% | 1.7% |
| Alibaba (BABA) | 1.75% | 1.66% |
| Walmart (WMT) | 1.27% | 1.62% |
| Ford (F) | 2.01% | 1.57% |
| Rigetti (RGTI) | 0.87% | 1.55% |
| Home Depot (HD) | 1.45% | 1.5% |
| XRP (XRP) | 1.2% | 1.24% |
| UnitedHealth (UNH) | 1.3% | 1.19% |
| Mondelez (MDLZ) | 1.34% | 1.16% |
| SoFi (SOFI) | 1.06% | 1.11% |
| Vistra (VST) | 0.98% | 0.94% |
| Vanguard Growth ETF (VUG) | 0.77% | 0.82% |
| Supermicro (SMCI) | 1.64% | 0.78% |
| UiPath (PATH) | 0.81% | 0.75% |
| Walgreens (WBA) | 2.17% | 0.69% |
| ExxonMobil (XOM) | 0.64% | 0.61% |
| Vanguard S&P 500 ETF (VOO) | 0.56% | 0.59% |
| American Express (AXP) | 0.52% | 0.54% |
| MicroStrategy (MSTR) | 0.62% | 0.48% |
| Opera (OPRA) | 0.39% | 0.4% |
| Solana (SOL) | 0.45% | 0.39% |
| D-Wave (QBTS) | 0.36% | 0.39% |
| Symbotic (SYM) | 0.31% | 0.25% |
| GigaCloud (GCT) | 0.23% | 0.21% |
| ChargePoint (CHPT) | 1.23% | 0.15% |
| Dogecoin (DOGE) | 0.09% | 0.1% |
| Flare (FLR) | 0% | 0% |