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Portfolio Diversification
Range
Most Diversified
51 instruments
November 21, 2024
Least Diversified
0 instruments
November 12, 2025
Average
39.3 instruments
Most Consistent Holdings
Top 5
BTC99.01%
VOO98.92%
MSFT98.83%
AMZN98.83%
NOVO-B.CO98.83%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 27, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 23.29% | 22.64% | 98.92% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 10.97% | 11.07% | 96.76% | - |
 GainersQtr | 9.19% | 0% | 29.34% | 9/13/2024 |
 Invesco QQQ (QQQ) | 5.31% | 5.33% | 96.49% | - |
| Microsoft (MSFT) | 2.89% | 4.86% | 98.83% | - |
| Novo Nordisk (NOVO-B.CO) | 2.83% | 2.88% | 98.83% | - |
 ASML (ASML) | 2.68% | 3.71% | 65.08% | - |
 Alibaba (BABA) | 2.62% | 2.85% | 91.54% | - |
 Alphabet (GOOG) | 2.54% | 4.33% | 63.37% | - |
| Amazon (AMZN) | 2.37% | 2.29% | 98.83% | - |
 UnitedHealth (UNH) | 2.15% | 4.19% | 62.11% | - |
 Vanguard Real Estate ETF (VNQ) | 2.08% | 2.8% | 88.66% | - |
 Tesla (TSLA) | 1.75% | 0% | 40.41% | 11/25/2024 |
| Bitcoin (BTC) | 1.66% | 2.12% | 99.01% | - |
 LVMH (MC.PA) | 1.53% | 1.36% | 85.51% | - |
 Crowdstrike (CRWD) | 1.43% | 0% | 40.41% | 11/25/2024 |
 PayPal (PYPL) | 1.42% | 1.08% | 87.67% | - |
 Visa (V) | 1.41% | 1.91% | 69.04% | - |
 Meta (META) | 1.24% | 3.38% | 98.65% | - |
 NVIDIA (NVDA) | 1.01% | 1.99% | 76.42% | - |
 PDD Holdings (PDD) | 0.86% | 0.96% | 76.87% | - |
 Apple (AAPL) | 0.82% | 0% | 58.42% | 6/13/2025 |
 CVS Health (CVS) | 0.81% | 1.19% | 85.87% | - |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.77% | 3.54% | 32.31% | - |
 Atkore (ATKR) | 0.76% | 0% | 35.28% | 11/20/2025 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.74% | 1.26% | 53.2% | - |
 Ethereum (ETH) | 0.73% | 1.05% | 92.08% | - |
 Vanguard Morningstar Mid-Cap ETF (VO) | 0.72% | 1.08% | 59.95% | - |
 Adobe (ADBE) | 0.62% | 1.61% | 62.74% | - |
| 0.58% | 0% | 51.49% | 4/17/2025 | |
 Block Inc. (XYZ) | 0.56% | 0% | 45.18% | 1/21/2025 |
 Pernod Ricard (RI.PA) | 0.55% | 0.48% | 71.56% | - |
 O'Reilly Auto (ORLY) | 0.54% | 0.49% | 73.36% | - |
 Realty Income (O) | 0.52% | 0.51% | 76.87% | - |
 Novo-Nordisk (NVO) | 0.51% | 1.22% | 52.3% | - |
 Accenture (ACN) | 0.5% | 0.97% | 74.53% | - |
 BAT (BATS.L) | 0.49% | 0% | 29.16% | 8/5/2024 |
 Disney (DIS) | 0.44% | 0% | 65.17% | 8/29/2025 |
 Eli Lilly (LLY) | 0.42% | 1.19% | 35.19% | - |
 Cardano (ADA) | 0.37% | 0.22% | 87.85% | - |
 SQM (SQM) | 0.37% | 0% | 39.69% | 11/25/2024 |
 Pool Corp. (POOL) | 0.3% | 0.37% | 70.84% | - |
 ARK Innovation UCITS ETF (ARKK.L) | 0.22% | 0.8% | 30.06% | - |
 Lululemon (LULU) | 0.22% | 0% | 22.32% | 2/3/2025 |
 Canopy Growth (CGC) | 0.2% | 0% | 39.15% | 11/25/2024 |
 Nike (NKE) | 0.19% | 0% | 41.4% | 6/27/2025 |
 Intel (INTC) | 0.18% | 0% | 30.51% | 8/29/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.17% | 0.3% | 43.29% | - |
 Coca-Cola (KO) | 0.17% | 0% | 35.28% | 3/10/2025 |
 Cenovus (CVE) | 0.17% | 0% | 52.3% | 8/29/2025 |
 Toyota (TM) | 0.17% | 0% | 9.27% | 12/12/2023 |
 Humana (HUM) | 0.14% | 0% | 12.69% | 2/21/2025 |
 ARK Innovation ETF (ARKK) | 0.14% | 0% | 36.09% | 11/13/2025 |
 General Mills (GIS) | 0.13% | 0% | 9.9% | 3/10/2025 |
 Comcast (CMCSA) | 0.1% | 0.61% | 22.5% | - |
 Samsung (SMSN.L) | 0.1% | 0% | 29.61% | 7/29/2024 |
 iShares Edge MSCI Min Vol USA (USMV) | 0.1% | 0.19% | 43.29% | - |
 FactSet (FDS) | 0.09% | 0.43% | 31.32% | - |
 Upstart (UPST) | 0.09% | 0% | 32.58% | 10/15/2024 |
 Archer Aviation (ACHR) | 0.08% | 0.17% | 33.48% | - |
 MacroGenics (MGNX) | 0.08% | 0.1% | 75.7% | - |
 STMicroelectronics (STMMI.MI) | 0.08% | 0% | 43.2% | 5/19/2025 |
 AST SpaceMobile (ASTS) | 0.08% | 0.1% | 22.68% | - |
 Zoetis (ZTS) | 0.08% | 0.91% | 11.07% | - |
 Alnylam (ALNY) | 0.06% | 0% | 18.54% | 10/15/2024 |
 L'Oréal (OR.PA) | 0.06% | 0% | 12.78% | 4/3/2025 |
 Berkshire Hathaway (BRK.B) | 0.06% | 0% | 16.74% | 7/9/2024 |
 Airbus (AIR.PA) | 0.05% | 0% | 17.55% | 1/10/2025 |
 VBI Vaccines (VBIVQ) | 0.05% | 0% | 17.28% | 4/8/2024 |
 Genpact (G.US) | 0.05% | 0% | 24.12% | 2/7/2025 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.04% | 0.31% | 14.4% | - |
 Lockheed Martin (LMT) | 0.04% | 0.22% | 16.47% | - |
 Nikola (NKLAQ) | 0.03% | 0% | 38.52% | 11/25/2024 |
 Ionq (IONQ) | 0.03% | 0.05% | 45.09% | - |
 Chevron (CVX.US) | 0.03% | 0% | 0.72% | 9/20/2023 |
 Hershey (HSY) | 0.03% | 0% | 15.12% | 5/14/2024 |
 S&P Global (SPGI) | 0.02% | 0.5% | 5.04% | - |
 Netflix (NFLX) | 0.02% | 0% | 1.08% | 9/11/2023 |
 Codexis (CDXS) | 0.02% | 0% | 5.58% | 11/15/2023 |
 Bayer (BAYN.DE) | 0.01% | 0% | 6.48% | 5/14/2024 |
 Grayscale Bitcoin Trust BTC (GBTC) | 0.01% | 0% | 1.08% | 9/13/2023 |
 AeroVironment (AVAV) | 0.01% | 0.01% | 32.31% | - |
 McDonald's (MCD) | 0% | 0% | 2.52% | 8/2/2024 |
 ING (INGA.NV) | 0% | 0% | 0.63% | 9/4/2023 |
 ExxonMobil (XOM) | 0% | 0% | 0.81% | 3/18/2026 |
 Hermes (RMS.PA) | 0% | 0% | 0.27% | 9/1/2023 |
 Solventum (SOLV) | 0% | 0% | 6.84% | 6/18/2024 |
 Carl Zeiss Meditec (AFX.DE) | 0% | 0% | 3.6% | 7/29/2024 |
 Aurora Cannabis (ACB) | 0% | 0% | 0.09% | 9/12/2023 |
 Svitzer (SVITZR.CO) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 21.37% | 23.88% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 9.04% | 11.47% |
| Invesco QQQ (QQQ) | 4.34% | 5.31% |
| ASML (ASML) | 4.48% | 5.29% |
| Alphabet (GOOG) | 3.51% | 5.25% |
| UnitedHealth (UNH) | 5.78% | 4.31% |
| Vanguard Real Estate ETF (VNQ) | 4.18% | 3.21% |
| Novo Nordisk (NOVO-B.CO) | 6.71% | 3.21% |
| Alibaba (BABA) | 2.24% | 3.17% |
| Microsoft (MSFT) | 2.79% | 2.94% |
| LVMH (MC.PA) | 3.08% | 2.68% |
| Amazon (AMZN) | 1.85% | 2.26% |
| Bitcoin (BTC) | 1.98% | 2.11% |
| Meta (META) | 2.11% | 2.01% |
| Visa (V) | 1.93% | 1.99% |
| NVIDIA (NVDA) | 1.45% | 1.9% |
| iShares Core S&P 500 UCITS ETF (CSPX.L) | 2.28% | 1.87% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 1.51% | 1.42% |
| Eli Lilly (LLY) | 1.01% | 1.37% |
| CVS Health (CVS) | 1.08% | 1.21% |
| Vanguard Morningstar Mid-Cap ETF (VO) | 1.42% | 1.19% |
| Adobe (ADBE) | 1.66% | 1.19% |
| PDD Holdings (PDD) | 1.4% | 1.14% |
| Accenture (ACN) | 1.31% | 1.04% |
| Ethereum (ETH) | 1.33% | 1.03% |
| Novo-Nordisk (NVO) | 1.28% | 0.93% |
| PayPal (PYPL) | 1.12% | 0.87% |
| ARK Innovation UCITS ETF (ARKK.L) | 1.11% | 0.85% |
| Pernod Ricard (RI.PA) | 1.37% | 0.72% |
| O'Reilly Auto (ORLY) | 0.58% | 0.64% |
| Realty Income (O) | 0.73% | 0.6% |
| Cardano (ADA) | 1.16% | 0.45% |
| Pool Corp. (POOL) | 0.73% | 0.4% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.48% | 0.39% |
| Archer Aviation (ACHR) | 0.38% | 0.26% |
| FactSet (FDS) | 0.32% | 0.26% |
| iShares Edge MSCI Min Vol USA (USMV) | 0.27% | 0.22% |
| AST SpaceMobile (ASTS) | 0.21% | 0.17% |
| Ionq (IONQ) | 0.08% | 0.07% |
| MacroGenics (MGNX) | 0.18% | 0.05% |
| AeroVironment (AVAV) | 0.02% | 0.01% |
Cash & Instruments Over Time
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