Portfolio Diversification
Range
Most Diversified
41 instruments
May 24, 2025
Least Diversified
0 instruments
April 30, 2023
Average
23.1 instruments
Most Consistent Holdings
Top 5
SPY89.1%
DIA.US78.42%
CVS73.41%
MBLY72.41%
BTC67.07%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 30, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR S&P 500 ETF (SPY) | 8.79% | 10.56% | 89.1% | - |
| Bitcoin (BTC) | 6.87% | 12.82% | 67.07% | - |
| CVS Health (CVS) | 6.66% | 9.77% | 73.41% | - |
 Dow (DOW) | 6.55% | 0% | 24.58% | 3/4/2024 |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 4.43% | 3.01% | 78.42% | - |
| Mobileye (MBLY) | 3.6% | 2.51% | 72.41% | - |
 Applied Materials (AMAT.RTH) | 3.17% | 0% | 61.51% | 10/16/2025 |
 Ethereum (ETH) | 3.15% | 7.92% | 56.4% | - |
 PayPal (PYPL) | 2.94% | 0% | 46.61% | 9/23/2024 |
 Ford (F) | 2.64% | 0% | 38.82% | 7/15/2024 |
 Coca-Cola (KO) | 2.57% | 0% | 31.37% | 5/8/2024 |
 Adobe (ADBE) | 2.5% | 0% | 21.13% | 9/12/2024 |
 Enbridge (ENB) | 2.34% | 0% | 31.59% | 5/10/2024 |
 AT&T (T) | 2.33% | 0% | 26.25% | 4/29/2024 |
 Qualys (QLYS) | 2.14% | 3.23% | 61.96% | - |
 Teradyne (TER.RTH) | 1.81% | 3.11% | 61.62% | - |
 Novo-Nordisk (NVO) | 1.69% | 1.44% | 61.96% | - |
 Ishares Russell 2000 ETF (IWM) | 1.45% | 3.04% | 61.62% | - |
 Arch Capital (ACGL) | 1.39% | 1.57% | 61.96% | - |
 Wells Fargo (WFC) | 1.3% | 0% | 16.02% | 12/14/2023 |
 Deere (DE) | 1.3% | 0% | 12.24% | 4/11/2024 |
 iShares Silver Trust (SLV) | 1.29% | 4.56% | 37.26% | - |
 SPDR Gold (GLD) | 1.17% | 3.75% | 37.26% | - |
 CNR (CNI) | 1.17% | 1.31% | 61.96% | - |
 YPF (YPF) | 1.12% | 0% | 20.36% | 10/10/2024 |
 iShares Global REIT ETF (REET) | 1.04% | 2.75% | 34.15% | - |
 iShares Core U.S. REIT ETF (USRT) | 1.01% | 2.65% | 34.15% | - |
 UiPath (PATH) | 0.92% | 1.58% | 59.62% | - |
 Green Brick (GRBK) | 0.92% | 2.02% | 41.49% | - |
 ASML (ASML.RTH) | 0.92% | 1.77% | 56.84% | - |
 Exscientia (EXAI) | 0.82% | 0% | 23.25% | 11/26/2024 |
 LabCorp (LH) | 0.72% | 0% | 30.26% | 5/23/2025 |
 IOTA (MIOTA) | 0.68% | 1.06% | 37.04% | - |
 TransMedics (TMDX) | 0.67% | 0.96% | 53.95% | - |
 Apollo (APO) | 0.65% | 0% | 23.92% | 11/11/2024 |
 ACM Research (ACMR) | 0.59% | 0% | 37.93% | 3/18/2025 |
 Apple (AAPL) | 0.57% | 0% | 8.9% | 5/13/2024 |
 CRISPR Therapeutics (CRSP) | 0.55% | 1.69% | 43.83% | - |
 GlaxoSmithKline (GSK) | 0.51% | 0% | 6.23% | 9/11/2023 |
 Cardano (ADA) | 0.51% | 1% | 37.04% | - |
 MercadoLibre (MELI.RTH) | 0.51% | 0% | 23.36% | 11/6/2024 |
 AMD (AMD) | 0.5% | 0% | 14.35% | 7/10/2024 |
 Sui (SUI) | 0.5% | 0.89% | 37.04% | - |
 Procore (PCOR) | 0.45% | 0% | 20.02% | 11/7/2024 |
 Solana (SOL) | 0.44% | 1.08% | 38.04% | - |
 Jumia (JMIA) | 0.43% | 0% | 37.04% | 8/12/2025 |
 Emcor (EME) | 0.42% | 0% | 16.13% | 11/13/2024 |
 Palantir (PLTR) | 0.4% | 0% | 17.35% | 10/3/2024 |
 Napco (NSSC) | 0.38% | 0.92% | 46.94% | - |
 Toncoin (TON) | 0.36% | 0.49% | 38.04% | - |
 Sapiens (SPNS) | 0.36% | 0% | 23.92% | 11/11/2024 |
 10X Genomics (TXG) | 0.33% | 0.74% | 41.49% | - |
 Disney (DIS) | 0.33% | 0% | 3% | 1/29/2024 |
 Vertiv (VRT) | 0.29% | 0% | 16.35% | 10/11/2024 |
 ARM (ARM) | 0.26% | 0% | 46.94% | 10/13/2025 |
 Amazon (AMZN) | 0.26% | 0% | 0.78% | 5/10/2023 |
 RH (RH) | 0.23% | 0% | 13.24% | 11/22/2024 |
 Cohu (COHU) | 0.18% | 0% | 8.01% | 6/20/2024 |
 Medtronic (MDT.US) | 0.17% | 0% | 2% | 1/9/2024 |
 CyberArk (CYBR) | 0.15% | 0% | 34.26% | 8/28/2025 |
 DuPont (DD) | 0.09% | 0% | 1.22% | 2/13/2024 |
 Recursion Pharmaceuticals (RXRX) | 0.08% | 0% | 6.01% | 11/11/2024 |
 Lockheed Martin (LMT) | 0.07% | 0% | 3.45% | 5/9/2024 |
 Arista (ANET) | 0.07% | 0% | 12.79% | 12/16/2024 |
 Cloudflare (NET) | 0.06% | 0% | 5.34% | 12/10/2024 |
 Symbotic (SYM) | 0.05% | 0% | 3% | 11/19/2024 |
 YETI (YETI) | 0.04% | 1.07% | 3.56% | - |
 NVIDIA (NVDA) | 0.03% | 0% | 0.78% | 2/6/2024 |
 USD/CAD (USDCAD) | 0.02% | 0% | 7.12% | 10/19/2025 |
 USD/JPY (USDJPY) | 0.02% | 0% | 6.9% | 10/19/2025 |
 EUR/USD (EURUSD) | 0.02% | 0% | 6.56% | 10/19/2025 |
 Oil (Non Expiry) (OIL) | 0.02% | 0% | 6.45% | 10/19/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.02% | 0% | 6.45% | 10/19/2025 |
 DJ30 Index (Non Expiry) (DJ30) | 0.02% | 0% | 6.34% | 10/19/2025 |
 JPN225 Index (Non Expiry) (JPN225) | 0.02% | 0% | 6.23% | 10/19/2025 |
 Silver (Non Expiry) (SILVER) | 0.01% | 0% | 5.9% | 10/19/2025 |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 5.78% | 10/19/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 6.22% | 10.12% |
| Ethereum (ETH) | 6.57% | 7.7% |
| CVS Health (CVS) | 9.72% | 6.35% |
| SPDR S&P 500 ETF (SPY) | 4.86% | 5.6% |
| Applied Materials (AMAT.RTH) | 6.32% | 5.32% |
| Qualys (QLYS) | 3.79% | 4.24% |
| Mobileye (MBLY) | 5.53% | 4.09% |
| Teradyne (TER.RTH) | 3.03% | 3.38% |
| iShares Global REIT ETF (REET) | 2.92% | 3.06% |
| iShares Core U.S. REIT ETF (USRT) | 2.92% | 3.06% |
| iShares Silver Trust (SLV) | 2.92% | 3.01% |
| SPDR Gold (GLD) | 2.43% | 2.69% |
| Novo-Nordisk (NVO) | 3.79% | 2.66% |
| IOTA (MIOTA) | 1.31% | 2.4% |
| LabCorp (LH) | 1.89% | 2.08% |
| Green Brick (GRBK) | 2.53% | 2.03% |
| Arch Capital (ACGL) | 1.9% | 1.99% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 1.67% | 1.95% |
| Ishares Russell 2000 ETF (IWM) | 1.68% | 1.94% |
| Sui (SUI) | 1.31% | 1.67% |
| CNR (CNI) | 1.94% | 1.67% |
| Cardano (ADA) | 1.31% | 1.51% |
| UiPath (PATH) | 2.11% | 1.5% |
| Toncoin (TON) | 1.31% | 1.44% |
| ASML (ASML.RTH) | 1.77% | 1.41% |
| Solana (SOL) | 1.31% | 1.22% |
| ACM Research (ACMR) | 1.9% | 1.18% |
| Jumia (JMIA) | 1.26% | 1.18% |
| CRISPR Therapeutics (CRSP) | 1.26% | 1.08% |
| 10X Genomics (TXG) | 0.95% | 0.97% |
| Napco (NSSC) | 1.26% | 0.89% |
| TransMedics (TMDX) | 1.26% | 0.6% |
| CyberArk (CYBR) | 0.32% | 0.4% |
| ARM (ARM) | 0.31% | 0.33% |