Portfolio Diversification
Range
Most Diversified
27 instruments
November 23, 2024
Least Diversified
0 instruments
January 28, 2025
Average
14.4 instruments
Most Consistent Holdings
Top 5
BTC92.7%
LUNC92.7%
META85.8%
DOGE83.83%
ETH81.36%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since June 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Enslinjaco | 20.32% | 0% | 53.85% | 12/28/2023 |
| Terra Classic (LUNC) | 15.27% | 0% | 92.7% | 1/27/2025 |
| Meta (META) | 6.75% | 0% | 85.8% | 2/25/2025 |
 Alphabet (GOOG) | 6.28% | 0% | 33.63% | 11/22/2024 |
 Vanguard Information Technology (VGT) | 5.66% | 0% | 38.95% | 1/27/2025 |
 Amazon (AMZN) | 4.57% | 0% | 76.63% | 2/25/2025 |
 Microsoft (MSFT) | 3.77% | 0% | 54.14% | 1/27/2025 |
 ASML (ASML) | 2.42% | 0% | 27.22% | 11/12/2024 |
 Invesco QQQ (QQQ) | 2.32% | 0% | 38.95% | 1/27/2025 |
 Apple (AAPL) | 2.13% | 0% | 39.64% | 1/27/2025 |
| Dogecoin (DOGE) | 1.86% | 0% | 83.83% | 1/27/2025 |
 NVIDIA (NVDA) | 1.81% | 0% | 33.63% | 1/27/2025 |
 Salesforce (CRM) | 1.75% | 0% | 29.39% | 12/5/2024 |
| Bitcoin (BTC) | 1.63% | 0% | 92.7% | 1/27/2025 |
| Ethereum (ETH) | 1.4% | 0% | 81.36% | 12/13/2024 |
 Amp (AMP) | 1.32% | 0% | 44.18% | 12/19/2023 |
 Hedera Hashgraph (HBAR) | 1.22% | 0% | 53.06% | 12/20/2023 |
 PepsiCo (PEP) | 1.12% | 0% | 29.39% | 12/5/2024 |
 McDonald's (MCD) | 0.93% | 0% | 38.95% | 1/27/2025 |
 Intel (INTC) | 0.74% | 0% | 28.6% | 11/12/2024 |
 Costco (COST) | 0.74% | 0% | 34.32% | 12/12/2024 |
 Adobe (ADBE) | 0.71% | 0% | 34.81% | 12/9/2024 |
 Broadcom (AVGO) | 0.67% | 0% | 27.02% | 12/6/2024 |
 Pilbara Minerals (PLS.ASX) | 0.52% | 0% | 32.35% | 12/20/2023 |
 Starbucks (SBUX) | 0.4% | 0% | 23.37% | 1/27/2025 |
 JPMorgan (JPM) | 0.4% | 0% | 8.88% | 2/25/2025 |
 Crowdstrike (CRWD) | 0.38% | 0% | 26.73% | 12/6/2024 |
 iShares Silver Trust (SLV) | 0.37% | 0% | 8.48% | 2/25/2025 |
 Goldman Sachs (GS) | 0.36% | 0% | 8.48% | 2/25/2025 |
 BlackRock (BLK) | 0.34% | 0% | 8.48% | 2/25/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.23% | 0% | 3.45% | 1/27/2025 |
 Visa (V) | 0.22% | 0% | 41.72% | 2/25/2025 |
 AMD (AMD) | 0.22% | 0% | 30.08% | 11/27/2024 |
 Rolls-Royce (RR.L) | 0.2% | 0% | 1.97% | 2/26/2025 |
 Morgan Stanley (MS) | 0.19% | 0% | 4.64% | 1/27/2025 |
 Core Lithium (CXO.ASX) | 0.18% | 0% | 9.37% | 12/20/2023 |
 Walmart (WMT) | 0.15% | 0% | 1.97% | 2/25/2025 |
 IAG (IAG.L) | 0.15% | 0% | 1.97% | 2/26/2025 |
 Mastercard (MA) | 0.13% | 0% | 1.97% | 2/25/2025 |
 Snowflake (SNOW) | 0.12% | 0% | 1.97% | 2/25/2025 |
 American Express (AXP) | 0.09% | 0% | 1.97% | 2/25/2025 |
 Prosus (PRX.NV) | 0.09% | 0% | 10.16% | 12/27/2023 |
 Vanguard Growth ETF (VUG) | 0.09% | 0% | 3.16% | 1/27/2025 |
 Bank of America (BAC) | 0.08% | 0% | 1.38% | 12/17/2024 |
 Hermes (RMS.PA) | 0.04% | 0% | 28.3% | 12/5/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.03% | 0% | 1.18% | 1/31/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.03% | 0% | 2.76% | 1/27/2025 |
 SPDR S&P 500 ETF (SPY) | 0.03% | 0% | 19.82% | 1/27/2025 |
 CPHequities | 0.01% | 0% | 0.3% | 12/28/2023 |
 Solana (SOL) | 0% | 0% | 0.1% | 12/25/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Information Technology (VGT) | 27.36% | 27.35% |
| Invesco QQQ (QQQ) | 8.7% | 8.93% |
| Vanguard S&P 500 ETF (VOO) | 7.72% | 7.02% |
| Apple (AAPL) | 5.41% | 6.86% |
| Meta (META) | 6.18% | 6.82% |
| Microsoft (MSFT) | 6.39% | 6.39% |
| Amazon (AMZN) | 4.63% | 5.5% |
| JPMorgan (JPM) | 5.17% | 4.62% |
| Morgan Stanley (MS) | 4.63% | 4.21% |
| Goldman Sachs (GS) | 4.63% | 4.06% |
| iShares Silver Trust (SLV) | 3.86% | 3.28% |
| BlackRock (BLK) | 3.09% | 2.81% |
| McDonald's (MCD) | 2.32% | 2.14% |
| Vanguard Growth ETF (VUG) | 2.32% | 2.06% |
| Terra Classic (LUNC) | 2.24% | 1.7% |
| NVIDIA (NVDA) | 1.54% | 1.69% |
| Starbucks (SBUX) | 1.62% | 1.68% |
| Schwab US Dividend Equity ETF (SCHD) | 1.39% | 1.28% |
| Dogecoin (DOGE) | 0.15% | 0.71% |
| Bitcoin (BTC) | 0.15% | 0.41% |
| Visa (V) | 0.23% | 0.26% |
| SPDR S&P 500 ETF (SPY) | 0.15% | 0.15% |