Portfolio Diversification
Range
Most Diversified
138 instruments
May 14, 2025
Least Diversified
0 instruments
February 2, 2025
Average
89.9 instruments
Most Consistent Holdings
Top 5
BAYN.DE99.92%
LHA.DE99.92%
MOMO99.92%
00017.HK99.92%
02018.HK99.92%
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 |
|---|---|---|---|---|
 XRP (XRP) | 40.78% | 72.17% | 99.92% | - |
| 18.33% | 0% | 55.97% | 1/8/2024 | |
 Stellar (XLM) | 4.94% | 6.41% | 99.92% | - |
 Colruyt (COLR.BR) | 1.11% | 0.4% | 99.92% | - |
 Philips (PHIA.NV) | 0.76% | 0.32% | 94.78% | - |
 Alibaba (BABA) | 0.75% | 0.11% | 95.65% | - |
 Walgreens (WBA) | 0.73% | 0.74% | 79.76% | - |
 Scotts (SMG) | 0.63% | 0.36% | 80.95% | - |
 PayPal (PYPL) | 0.61% | 0.26% | 97.31% | - |
| Hello Group (MOMO) | 0.6% | 0.26% | 99.92% | - |
 Leggett & Platt (LEG) | 0.6% | 0.53% | 43.32% | - |
 Baxter (BAX) | 0.58% | 0.35% | 71.46% | - |
 Bitcoin Cash (BCH) | 0.57% | 0.37% | 99.92% | - |
 Hasbro (HAS) | 0.54% | 0.35% | 68.38% | - |
 Dash (DASH) | 0.54% | 0.12% | 99.92% | - |
 Bitcoin (BTC) | 0.53% | 0% | 60% | 2/28/2024 |
 Galapagos (GLPG.NV) | 0.51% | 0.12% | 99.92% | - |
 Dogecoin (DOGE) | 0.49% | 0.22% | 90.36% | - |
 TUI AG (TUI.L) | 0.48% | 0% | 70.83% | 7/16/2024 |
| Lufthansa (LHA.DE) | 0.47% | 0.15% | 99.92% | - |
 iShares Core Dividend Growth ETF (DGRO) | 0.41% | 0.17% | 99.92% | - |
 Boston Beer (SAM) | 0.4% | 0.1% | 99.92% | - |
 NW Natural (NWN) | 0.4% | 0.46% | 43.79% | - |
 Air France-KLM (AF.PA) | 0.39% | 0.09% | 99.92% | - |
| Bayer (BAYN.DE) | 0.39% | 0.14% | 99.92% | - |
 Nike (NKE) | 0.39% | 0.25% | 80.95% | - |
 Medifast (MED.US) | 0.38% | 0.21% | 56.84% | - |
 Hawaiian Electric (HE) | 0.37% | 0.44% | 39.53% | - |
 FMC (FMC) | 0.35% | 0.24% | 48.06% | - |
| AAC Technologies (02018.HK) | 0.35% | 0.15% | 99.92% | - |
 AB InBev (ABI.BR) | 0.34% | 0.12% | 99.92% | - |
 NEO (NEO) | 0.33% | 0.09% | 99.92% | - |
 iShares MSCI India ETF (INDA) | 0.33% | 0.13% | 99.92% | - |
 Umicore (UMI.BR) | 0.32% | 0.44% | 52.41% | - |
 Universal Corp (UVV) | 0.32% | 0.35% | 52.96% | - |
 iShares Silver Trust (SLV) | 0.32% | 0% | 99.13% | 7/11/2025 |
 Imperial Brands (IMB.L) | 0.31% | 0.26% | 69.72% | - |
 Kraft Heinz (KHC) | 0.31% | 0.08% | 99.92% | - |
 Adidas (ADS.DE) | 0.3% | 0.14% | 84.58% | - |
 Alexandria (ARE) | 0.29% | 0.16% | 51.94% | - |
| New World Development (00017.HK) | 0.29% | 0.03% | 99.92% | - |
 EOS (EOS) | 0.29% | 0.06% | 99.92% | - |
 Sasol (SSL) | 0.28% | 0.17% | 56.6% | - |
 St.James's Place (STJ.L) | 0.28% | 0% | 42.69% | 7/14/2025 |
 Continental (CON.DE) | 0.28% | 0.15% | 80.87% | - |
 Peloton (PTON) | 0.28% | 0.06% | 99.92% | - |
 VF Corp (VFC) | 0.26% | 0% | 22.77% | 10/29/2024 |
 AT&T (T) | 0.24% | 0% | 91.3% | 4/3/2025 |
 Barrick (B) | 0.24% | 0.29% | 43.24% | - |
 Meta (META) | 0.24% | 0% | 40.47% | 7/27/2023 |
 UGI (UGI) | 0.24% | 0.33% | 43.24% | - |
 Intel (INTC) | 0.22% | 0.11% | 67.75% | - |
 Polymetal International PLC (POLY.L) | 0.22% | 0% | 36.21% | 6/23/2023 |
 Vornado (VNO) | 0.22% | 0% | 43.79% | 8/21/2024 |
 Persimmon (PSN.L) | 0.22% | 0.08% | 80.95% | - |
 Ballard Power (BLDP) | 0.21% | 0.03% | 99.92% | - |
 ADM (ADM) | 0.21% | 0.21% | 42.69% | - |
 CVS Health (CVS) | 0.21% | 0.45% | 37.31% | - |
 ASOS (ASC.L) | 0.21% | 0.11% | 63.32% | - |
 Tompkins (TMP) | 0.21% | 0.27% | 42.13% | - |
 ZCASH (ZEC) | 0.21% | 0.07% | 99.92% | - |
 Nikola (NKLAQ) | 0.2% | 0% | 80.47% | 11/16/2024 |
 3M (MMM) | 0.2% | 0% | 31.46% | 2/28/2025 |
 GlaxoSmithKline (GSK) | 0.2% | 0.22% | 58.58% | - |
 Advance Auto Parts (AAP) | 0.2% | 0.14% | 58.89% | - |
 PDD Holdings (PDD) | 0.19% | 0% | 52.89% | 11/30/2023 |
 Medtronic (MDT.US) | 0.19% | 0.21% | 41.98% | - |
 Lumen (LUMN) | 0.19% | 0% | 42.53% | 8/7/2024 |
 Whirlpool (WHR) | 0.18% | 0.17% | 43.32% | - |
 Perrigo (PRGO) | 0.18% | 0.18% | 43.79% | - |
 First Horizon (FHN) | 0.18% | 0.2% | 53.2% | - |
 APA (APA) | 0.18% | 0.13% | 43.16% | - |
 Cardano (ADA) | 0.17% | 0.12% | 89.8% | - |
 Matthews International (MATW) | 0.16% | 0.18% | 41.74% | - |
 Evraz PLC (EVR.L) | 0.16% | 0.05% | 95.26% | - |
 Target (TGT) | 0.16% | 0.18% | 57.31% | - |
 Match Group (MTCH) | 0.16% | 0.06% | 81.42% | - |
 Baozun (BZUN) | 0.15% | 0.03% | 97.79% | - |
 Flare (FLR) | 0.15% | 0.12% | 70.28% | - |
 TechnipFMC (FTI) | 0.15% | 0% | 21.58% | 10/13/2022 |
 China Evergrande Group (03333.HK) | 0.14% | 0.01% | 99.92% | - |
 Gap (GAP) | 0.14% | 0% | 31.7% | 11/17/2023 |
 PUMA (PUM.DE) | 0.13% | 0.22% | 42.69% | - |
 National Fuel (NFG) | 0.13% | 0.19% | 43.16% | - |
 ARK Fintech Innovation ETF (ARKF) | 0.13% | 0.1% | 99.92% | - |
 Methode (MEI) | 0.13% | 0.05% | 38.97% | - |
 C.H. Robinson (CHRW) | 0.12% | 0.14% | 41.98% | - |
 Dominion Energy (D) | 0.12% | 0.14% | 41.34% | - |
 Xcel Energy (XEL) | 0.11% | 0.15% | 39.76% | - |
 Community Bank (CBU) | 0.11% | 0.14% | 38.66% | - |
 Snapchat (SNAP) | 0.11% | 0.03% | 91.23% | - |
 Vodafone (VOD) | 0.11% | 0.14% | 41.58% | - |
 LendingTree (TREE) | 0.11% | 0.03% | 99.92% | - |
 Hormel (HRL) | 0.11% | 0.1% | 41.5% | - |
 Western Digital (WDC) | 0.1% | 0% | 20.4% | 11/29/2023 |
 Starbucks (SBUX) | 0.1% | 0.25% | 35.02% | - |
 Akzo Nobel (AKZA.NV) | 0.1% | 0% | 24.19% | 7/27/2023 |
 Fossil (FOSL) | 0.1% | 0.03% | 82.13% | - |
 Dentsply Sirona (XRAY) | 0.1% | 0.14% | 41.11% | - |
 HelloFresh (HFG.DE) | 0.1% | 0% | 27.83% | 9/13/2023 |
 LTC Properties (LTC.US) | 0.1% | 0.11% | 39.29% | - |
 Rite Aid (RADCQ) | 0.1% | 0% | 58.02% | 7/16/2024 |
 Realty Income (O) | 0.1% | 0.11% | 39.29% | - |
 DISH Network Corp (DISH) | 0.1% | 0% | 23.95% | 1/3/2024 |
 Artesian (ARTNA) | 0.09% | 0.1% | 40.4% | - |
 ARK Innovation ETF (ARKK) | 0.09% | 0.05% | 99.92% | - |
 Fresenius Medical Care (FME.DE) | 0.09% | 0% | 24.19% | 7/18/2023 |
 Warner Bros Discovery (WBD) | 0.09% | 0.04% | 91.94% | - |
 TAL Education (TAL) | 0.09% | 0% | 26.25% | 12/20/2022 |
 Atos (ATO.PA) | 0.09% | 0% | 85.14% | 1/14/2025 |
 SJW Group (HTO) | 0.09% | 0.09% | 38.5% | - |
 Tootsie Roll (TR) | 0.09% | 0.13% | 37.23% | - |
 Prudential (PRU.L) | 0.08% | 0.14% | 36.21% | - |
 General Mills (GIS) | 0.08% | 0.26% | 31.15% | - |
 Bristol-Myers Squibb (BMY) | 0.08% | 0.12% | 31.7% | - |
 Exelon (EXC) | 0.07% | 0.13% | 30.99% | - |
 Middlesex Water (MSEX) | 0.07% | 0.2% | 25.77% | - |
 Gazprom OAO-ADR (OGZDL.L) | 0.07% | 0.02% | 95.18% | - |
 TreeHouse (THS) | 0.07% | 0% | 17.23% | 8/9/2022 |
 Magna (MGA) | 0.06% | 0.1% | 31.86% | - |
 Under Armour (UAA) | 0.06% | 0% | 14.94% | 1/27/2023 |
 Croda (CRDA.L) | 0.06% | 0.06% | 35.57% | - |
 Tatneft OAO-ADR (ATADL.L) | 0.06% | 0.02% | 95.26% | - |
 State Street (STT) | 0.06% | 0.14% | 26.72% | - |
 Washington Trust (WASH) | 0.06% | 0.11% | 26.96% | - |
 Bank OZK (OZK) | 0.05% | 0.13% | 26.72% | - |
 SEI (SEIC) | 0.05% | 0.14% | 25.77% | - |
 VICI Properties (VICI) | 0.05% | 0.22% | 20.87% | - |
 Robert Half (RHI) | 0.05% | 0.07% | 28.3% | - |
 Fulton Financial (FULT) | 0.05% | 0.11% | 26.72% | - |
 NJR (NJR) | 0.05% | 0.1% | 26.56% | - |
 First Industrial (FR.US) | 0.05% | 0.2% | 20.63% | - |
 Hershey (HSY) | 0.05% | 0.21% | 20.4% | - |
 Renault (RNO.PA) | 0.05% | 0% | 12.09% | 7/29/2022 |
 Cass (CASS) | 0.05% | 0.1% | 25.77% | - |
 NVIDIA (NVDA) | 0.04% | 0% | 10.12% | 1/26/2023 |
 Humana (HUM) | 0.04% | 0.1% | 22.92% | - |
 York Water (YORW.US) | 0.04% | 0.08% | 25.77% | - |
 Ethereum (ETH) | 0.04% | 0.16% | 22.29% | - |
 Carnival (CCL) | 0.04% | 0% | 8.93% | 2/2/2023 |
 HeidelbergCement (HEI.DE) | 0.04% | 0% | 8.62% | 1/4/2023 |
 PetMed Express (PETS.US) | 0.04% | 0% | 12.02% | 12/9/2024 |
 WEC Energy (WEC) | 0.03% | 0.12% | 20.87% | - |
 Rli (RLI) | 0.03% | 0.19% | 12.96% | - |
 TD (TD) | 0.03% | 0.14% | 20.4% | - |
 Shenzhou International (02313.HK) | 0.03% | 0% | 9.01% | 1/12/2023 |
 Sun Life (SLF) | 0.03% | 0.11% | 20.79% | - |
 Terreno Realty (TRNO) | 0.03% | 0.2% | 20.87% | - |
 BMO (BMO) | 0.03% | 0.13% | 20.4% | - |
 Songbird (SGB) | 0.03% | 0.01% | 75.81% | - |
 Chevron (CVX) | 0.03% | 0.1% | 20.4% | - |
 Solventum (SOLV) | 0.03% | 0.04% | 37.31% | - |
 Prologis (PLD) | 0.03% | 0.1% | 20.32% | - |
 Edison (EIX) | 0.03% | 0.19% | 14.86% | - |
 Capital Southwest (CSWC) | 0.02% | 0.11% | 16.76% | - |
 Nordic American Tankers (NAT) | 0.02% | 0% | 7.51% | 4/6/2022 |
 Comcast (CMCSA) | 0.02% | 0.11% | 13.44% | - |
 Bed Bath & Beyond Inc (BBBYQ) | 0.02% | 0% | 5.06% | 1/12/2023 |
 Napco (NSSC) | 0.02% | 0.12% | 11.86% | - |
 West Pharma (WST) | 0.02% | 0.1% | 12.49% | - |
 Manhattan Associates (MANH) | 0.02% | 0.11% | 11.86% | - |
 H.B. Fuller (FUL) | 0.02% | 0.12% | 10.28% | - |
 Teleflex (TFX) | 0.02% | 0.08% | 11.3% | - |
 Arista (ANET) | 0.02% | 0.12% | 11.62% | - |
 Adobe (ADBE) | 0.01% | 0.1% | 10.28% | - |
 SVB (SIVBQ) | 0.01% | 0% | 2.92% | 4/25/2023 |
 AptarGroup (ATR) | 0.01% | 0.11% | 8.38% | - |
 Rolls-Royce (RR.L) | 0.01% | 0% | 3% | 11/8/2022 |
 Standard Chartered (STAN.L) | 0.01% | 0% | 3.08% | 2/8/2022 |
 China Mobile (0941.HK) | 0.01% | 0% | 3.16% | 2/9/2022 |
 MMC Norilsk Nickel OJSC-ADR (MNODL.L) | 0.01% | 0% | 89.49% | 7/10/2025 |
 U.S. Steel (X) | 0.01% | 0% | 2.53% | 2/25/2022 |
 Salesforce (CRM) | 0.01% | 0% | 1.82% | 8/8/2022 |
 NOVATEK OAO (NVTKL.L) | 0.01% | 0% | 75.73% | 11/16/2024 |
 UnitedHealth (UNH) | 0.01% | 0.09% | 5.38% | - |
 Klepierre (LI.PA) | 0.01% | 0% | 1.5% | 1/19/2022 |
 Carrefour (CA.PA) | 0% | 0% | 0.47% | 1/6/2022 |
 IBM (IBM) | 0% | 0% | 0.4% | 1/5/2022 |
 Severstal PAO (SVSTL.L) | 0% | 0% | 0.08% | 3/2/2022 |
 Meituan (03690.HK) | 0% | 0% | 0.47% | 4/4/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| XRP (XRP) | 22.69% | 63.53% |
| Stellar (XLM) | 5.18% | 6.72% |
| Walgreens (WBA) | 3.17% | 0.89% |
| Leggett & Platt (LEG) | 2.88% | 0.76% |
| NW Natural (NWN) | 1.15% | 0.65% |
| Colruyt (COLR.BR) | 1.15% | 0.59% |
| Hawaiian Electric (HE) | 1.15% | 0.58% |
| Hasbro (HAS) | 0.94% | 0.56% |
| Philips (PHIA.NV) | 0.86% | 0.54% |
| Baxter (BAX) | 1.38% | 0.54% |
| Universal Corp (UVV) | 0.86% | 0.52% |
| Scotts (SMG) | 0.86% | 0.52% |
| CVS Health (CVS) | 1.15% | 0.49% |
| St.James's Place (STJ.L) | 0.58% | 0.46% |
| PayPal (PYPL) | 0.93% | 0.45% |
| Umicore (UMI.BR) | 1.44% | 0.44% |
| Bitcoin Cash (BCH) | 1.15% | 0.42% |
| Tompkins (TMP) | 0.58% | 0.42% |
| 3M (MMM) | 0.58% | 0.42% |
| Medifast (MED.US) | 2.17% | 0.41% |
| FMC (FMC) | 0.86% | 0.41% |
| Alibaba (BABA) | 0.86% | 0.4% |
| UGI (UGI) | 0.58% | 0.38% |
| Nike (NKE) | 0.86% | 0.38% |
| Dogecoin (DOGE) | 0.29% | 0.36% |
| Methode (MEI) | 0.58% | 0.33% |
| Imperial Brands (IMB.L) | 0.43% | 0.33% |
| Hello Group (MOMO) | 1.15% | 0.33% |
| Barrick (B) | 0.58% | 0.32% |
| Whirlpool (WHR) | 0.58% | 0.31% |
| GlaxoSmithKline (GSK) | 0.58% | 0.3% |
| Matthews International (MATW) | 0.58% | 0.3% |
| Alexandria (ARE) | 0.58% | 0.3% |
| ADM (ADM) | 0.58% | 0.28% |
| Medtronic (MDT.US) | 0.58% | 0.28% |
| Dash (DASH) | 1.73% | 0.27% |
| First Horizon (FHN) | 0.29% | 0.26% |
| Perrigo (PRGO) | 0.58% | 0.26% |
| Dentsply Sirona (XRAY) | 0.58% | 0.25% |
| NEO (NEO) | 0.58% | 0.24% |
| Sasol (SSL) | 1.01% | 0.23% |
| iShares Core Dividend Growth ETF (DGRO) | 0.29% | 0.23% |
| ASOS (ASC.L) | 0.65% | 0.23% |
| APA (APA) | 0.58% | 0.23% |
| Adidas (ADS.DE) | 0.29% | 0.23% |
| Boston Beer (SAM) | 0.58% | 0.22% |
| Community Bank (CBU) | 0.29% | 0.22% |
| AAC Technologies (02018.HK) | 0.43% | 0.21% |
| Xcel Energy (XEL) | 0.29% | 0.21% |
| C.H. Robinson (CHRW) | 0.29% | 0.21% |
| Bristol-Myers Squibb (BMY) | 0.29% | 0.21% |
| Ethereum (ETH) | 0.29% | 0.2% |
| Galapagos (GLPG.NV) | 0.86% | 0.2% |
| Lufthansa (LHA.DE) | 0.58% | 0.2% |
| Flare (FLR) | 0.43% | 0.19% |
| National Fuel (NFG) | 0.29% | 0.19% |
| iShares Silver Trust (SLV) | 0.29% | 0.19% |
| iShares MSCI India ETF (INDA) | 0.29% | 0.19% |
| SEI (SEIC) | 0.29% | 0.19% |
| Dominion Energy (D) | 0.29% | 0.19% |
| State Street (STT) | 0.29% | 0.18% |
| Continental (CON.DE) | 0.29% | 0.18% |
| Starbucks (SBUX) | 0.29% | 0.18% |
| Cardano (ADA) | 0.29% | 0.17% |
| Washington Trust (WASH) | 0.29% | 0.17% |
| PUMA (PUM.DE) | 0.29% | 0.17% |
| Robert Half (RHI) | 0.29% | 0.17% |
| Tootsie Roll (TR) | 0.29% | 0.16% |
| Capital Southwest (CSWC) | 0.29% | 0.16% |
| Sun Life (SLF) | 0.29% | 0.16% |
| Bank OZK (OZK) | 0.29% | 0.16% |
| LTC Properties (LTC.US) | 0.29% | 0.16% |
| NJR (NJR) | 0.29% | 0.16% |
| Fulton Financial (FULT) | 0.29% | 0.16% |
| BMO (BMO) | 0.29% | 0.16% |
| Hormel (HRL) | 0.29% | 0.16% |
| Advance Auto Parts (AAP) | 0.43% | 0.16% |
| Exelon (EXC) | 0.29% | 0.16% |
| Humana (HUM) | 0.29% | 0.16% |
| Target (TGT) | 0.29% | 0.16% |
| Bayer (BAYN.DE) | 0.58% | 0.16% |
| Vodafone (VOD) | 0.29% | 0.16% |
| Magna (MGA) | 0.29% | 0.15% |
| Terreno Realty (TRNO) | 0.29% | 0.15% |
| TD (TD) | 0.29% | 0.15% |
| AB InBev (ABI.BR) | 0.29% | 0.15% |
| Realty Income (O) | 0.29% | 0.15% |
| WEC Energy (WEC) | 0.29% | 0.15% |
| AT&T (T) | 0.29% | 0.15% |
| Artesian (ARTNA) | 0.29% | 0.14% |
| Cass (CASS) | 0.29% | 0.14% |
| VICI Properties (VICI) | 0.29% | 0.14% |
| First Industrial (FR.US) | 0.29% | 0.14% |
| Air France-KLM (AF.PA) | 0.86% | 0.14% |
| Prologis (PLD) | 0.29% | 0.14% |
| Hershey (HSY) | 0.29% | 0.14% |
| Prudential (PRU.L) | 0.29% | 0.14% |
| General Mills (GIS) | 0.29% | 0.14% |
| Intel (INTC) | 0.29% | 0.14% |
| Chevron (CVX) | 0.29% | 0.14% |
| York Water (YORW.US) | 0.29% | 0.13% |
| SJW Group (HTO) | 0.29% | 0.13% |
| Peloton (PTON) | 0.86% | 0.13% |
| Kraft Heinz (KHC) | 0.29% | 0.13% |
| Middlesex Water (MSEX) | 0.29% | 0.13% |
| ZCASH (ZEC) | 0.58% | 0.12% |
| Persimmon (PSN.L) | 0.29% | 0.12% |
| Croda (CRDA.L) | 0.29% | 0.11% |
| EOS (EOS) | 1.15% | 0.1% |
| ARK Fintech Innovation ETF (ARKF) | 0.29% | 0.1% |
| Match Group (MTCH) | 0.29% | 0.09% |
| Evraz PLC (EVR.L) | 0.29% | 0.08% |
| ARK Innovation ETF (ARKK) | 0.29% | 0.06% |
| Snapchat (SNAP) | 0.29% | 0.06% |
| LendingTree (TREE) | 0.29% | 0.05% |
| Solventum (SOLV) | 0% | 0.05% |
| Warner Bros Discovery (WBD) | 0.19% | 0.04% |
| Fossil (FOSL) | 0.29% | 0.04% |
| Ballard Power (BLDP) | 0.58% | 0.04% |
| New World Development (00017.HK) | 0.58% | 0.04% |
| Gazprom OAO-ADR (OGZDL.L) | 0.29% | 0.04% |
| Baozun (BZUN) | 0.29% | 0.03% |
| Tatneft OAO-ADR (ATADL.L) | 0.58% | 0.03% |
| Songbird (SGB) | 0.07% | 0.02% |
| Atos (ATO.PA) | 0.29% | 0.02% |
| China Evergrande Group (03333.HK) | 0.29% | 0.01% |
| MMC Norilsk Nickel OJSC-ADR (MNODL.L) | 0.29% | 0.01% |
| Nikola (NKLAQ) | 1.44% | 0% |
| Severstal PAO (SVSTL.L) | 0.29% | 0% |
| NOVATEK OAO (NVTKL.L) | 0.29% | 0% |