Portfolio Diversification
Range
Most Diversified
41 instruments
May 24, 2025
Least Diversified
0 instruments
April 30, 2023
Average
22.6 instruments
Most Consistent Holdings
Top 5
SPY88.63%
DIA.US77.37%
CVS72.1%
MBLY71.04%
BTC65.42%
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) | 8.71% | 10.85% | 88.63% | - |
 Dow (DOW) | 6.9% | 0% | 25.91% | 3/4/2024 |
| CVS Health (CVS) | 6.54% | 9.27% | 72.1% | - |
| Bitcoin (BTC) | 6.53% | 13.64% | 65.42% | - |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 4.51% | 3.13% | 77.37% | - |
| Mobileye (MBLY) | 3.66% | 2.7% | 71.04% | - |
 PayPal (PYPL) | 3.1% | 0% | 49.12% | 9/23/2024 |
 Applied Materials (AMAT) | 3.08% | 4.6% | 60.02% | - |
 Ethereum (ETH) | 2.86% | 9.07% | 54.16% | - |
 Ford (F) | 2.78% | 0% | 40.91% | 7/15/2024 |
 Coca-Cola (KO) | 2.7% | 0% | 33.06% | 5/8/2024 |
 Adobe (ADBE) | 2.63% | 0% | 22.27% | 9/12/2024 |
 Enbridge (ENB) | 2.47% | 0% | 33.29% | 5/10/2024 |
 AT&T (T) | 2.46% | 0% | 27.67% | 4/29/2024 |
 Qualys (QLYS) | 2.08% | 3.61% | 60.02% | - |
 Teradyne (TER) | 1.76% | 2.85% | 59.67% | - |
 Novo-Nordisk (NVO) | 1.7% | 1.54% | 60.02% | - |
 Arch Capital (ACGL) | 1.38% | 1.76% | 60.02% | - |
 Wells Fargo (WFC) | 1.37% | 0% | 16.88% | 12/14/2023 |
 Deere (DE) | 1.37% | 0% | 12.9% | 4/11/2024 |
 Ishares Russell 2000 ETF (IWM) | 1.37% | 3.09% | 59.67% | - |
 YPF (YPF) | 1.18% | 0% | 21.45% | 10/10/2024 |
 CNR (CNI) | 1.16% | 1.42% | 60.02% | - |
 iShares Silver Trust (SLV) | 1.15% | 3.75% | 34% | - |
 SPDR Gold (GLD) | 1.06% | 3.23% | 34% | - |
 iShares Global REIT ETF (REET) | 0.95% | 2.87% | 30.72% | - |
 iShares Core U.S. REIT ETF (USRT) | 0.93% | 2.76% | 30.72% | - |
 UiPath (PATH) | 0.9% | 1.14% | 57.56% | - |
 ASML (ASML) | 0.88% | 1.36% | 54.63% | - |
 Exscientia (EXAI) | 0.87% | 0% | 24.5% | 11/26/2024 |
 Green Brick (GRBK) | 0.85% | 2.3% | 38.45% | - |
 LabCorp (LH) | 0.76% | 0% | 31.89% | 5/23/2025 |
 Apollo (APO) | 0.68% | 0% | 25.21% | 11/11/2024 |
 TransMedics (TMDX) | 0.65% | 0.88% | 51.58% | - |
 IOTA (MIOTA) | 0.65% | 1.4% | 33.76% | - |
 ACM Research (ACMR) | 0.62% | 0% | 39.98% | 3/18/2025 |
 Apple (AAPL) | 0.6% | 0% | 9.38% | 5/13/2024 |
 GlaxoSmithKline (GSK) | 0.54% | 0% | 6.57% | 9/11/2023 |
 MercadoLibre (MELI) | 0.54% | 0% | 24.62% | 11/6/2024 |
 AMD (AMD) | 0.53% | 0% | 15.12% | 7/10/2024 |
 CRISPR Therapeutics (CRSP) | 0.5% | 1.28% | 40.91% | - |
 Cardano (ADA) | 0.47% | 1.3% | 33.76% | - |
 Procore (PCOR) | 0.47% | 0% | 21.1% | 11/7/2024 |
 Sui (SUI) | 0.46% | 1.2% | 33.76% | - |
 Jumia (JMIA) | 0.45% | 0% | 39.04% | 8/12/2025 |
 Emcor (EME) | 0.44% | 0% | 17% | 11/13/2024 |
 Palantir (PLTR) | 0.42% | 0% | 18.29% | 10/3/2024 |
 Solana (SOL) | 0.39% | 1.22% | 34.82% | - |
 Sapiens (SPNS) | 0.38% | 0% | 25.21% | 11/11/2024 |
 Napco (NSSC) | 0.35% | 0.87% | 44.2% | - |
 Toncoin (TON) | 0.35% | 0.73% | 34.82% | - |
 Disney (DIS) | 0.35% | 0% | 3.17% | 1/29/2024 |
 10X Genomics (TXG) | 0.31% | 0.81% | 38.45% | - |
 Vertiv (VRT) | 0.3% | 0% | 17.23% | 10/11/2024 |
 Amazon (AMZN) | 0.27% | 0% | 0.82% | 5/10/2023 |
 ARM (ARM) | 0.26% | 0.32% | 45.02% | - |
 RH (RH) | 0.24% | 0% | 13.95% | 11/22/2024 |
 Cohu (COHU) | 0.19% | 0% | 8.44% | 6/20/2024 |
 Medtronic (MDT.US) | 0.17% | 0% | 2.11% | 1/9/2024 |
 CyberArk (CYBR) | 0.15% | 0% | 36.11% | 8/28/2025 |
 DuPont (DD) | 0.1% | 0% | 1.29% | 2/13/2024 |
 Recursion Pharmaceuticals (RXRX) | 0.08% | 0% | 6.33% | 11/11/2024 |
 Lockheed Martin (LMT) | 0.08% | 0% | 3.63% | 5/9/2024 |
 Arista (ANET) | 0.07% | 0% | 13.48% | 12/16/2024 |
 Cloudflare (NET) | 0.06% | 0% | 5.63% | 12/10/2024 |
 Symbotic (SYM) | 0.05% | 0% | 3.17% | 11/19/2024 |
 NVIDIA (NVDA) | 0.03% | 0% | 0.82% | 2/6/2024 |
 USD/CAD (USDCAD) | 0.01% | 0% | 5.39% | 9/4/2025 |
 USD/JPY (USDJPY) | 0.01% | 0% | 5.39% | 9/2/2025 |
 Oil (Non Expiry) (OIL) | 0.01% | 0% | 5.04% | 9/1/2025 |
 EUR/USD (EURUSD) | 0.01% | 0% | 5.04% | 9/2/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 4.92% | 9/2/2025 |
 DJ30 Index (Non Expiry) (DJ30) | 0.01% | 0% | 4.81% | 9/2/2025 |
 JPN225 Index (Non Expiry) (JPN225) | 0.01% | 0% | 4.81% | 9/4/2025 |
 Silver (Non Expiry) (SILVER) | 0.01% | 0% | 4.34% | 8/26/2025 |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 4.22% | 8/26/2025 |
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) | 6.32% | 5.32% |
| Qualys (QLYS) | 3.79% | 4.24% |
| Mobileye (MBLY) | 5.53% | 4.09% |
| Teradyne (TER) | 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) | 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% |