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Portfolio Diversification
Range
Most Diversified
45 instruments
September 16, 2023
Least Diversified
0 instruments
January 2, 2023
Average
8.8 instruments
Most Consistent Holdings
Top 5
VOO62.17%
BTC58.22%
SMH50.47%
XRP49.82%
SOL49.03%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 17.82% | 0% | 62.17% | 6/2/2026 |
| Bitcoin (BTC) | 11.41% | 25.07% | 58.22% | - |
 Invesco QQQ (QQQ) | 6.95% | 0% | 40.99% | 12/13/2024 |
| VanEck Vectors Semiconductor ETF (SMH) | 5.79% | 30.72% | 50.47% | - |
| XRP (XRP) | 5.19% | 8.46% | 49.82% | - |
 Schwab US Dividend Equity ETF (SCHD) | 4.02% | 0% | 35.68% | 6/2/2026 |
| Solana (SOL) | 2.81% | 9.82% | 49.03% | - |
 State Street Technology Select Sector SPDR ETF (XLK) | 2.45% | 0% | 20.32% | 4/21/2026 |
 Shiba (in millions) (SHIBxM) | 2.43% | 0% | 31.66% | 12/12/2025 |
 AMD (AMD) | 1.87% | 0% | 21.68% | 7/15/2025 |
 Invesco S&P 500 Momentum ETF (SPMO) | 1.86% | 1.2% | 12.71% | - |
 Broadcom (AVGO) | 1.24% | 0% | 8.4% | 10/14/2026 |
 Arbitrum (ARB) | 0.8% | 0% | 17.44% | 7/16/2025 |
 Cardano (ADA) | 0.8% | 0% | 28.28% | 12/12/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 0.61% | 0% | 15.65% | 11/20/2023 |
 Nasdaq (NDAQ) | 0.55% | 0% | 7.04% | 12/2/2025 |
 Honda (HMC) | 0.46% | 0% | 4.02% | 1/11/2024 |
 Dogecoin (DOGE) | 0.41% | 0% | 17.59% | 7/16/2025 |
 Pepe (in millions) (PEPExM) | 0.4% | 0% | 16.3% | 6/30/2025 |
 Jpm Nasdaq Equity Premium (JEPQ) | 0.35% | 0% | 5.24% | 12/26/2025 |
 Ethereum (ETH) | 0.35% | 0% | 15% | 7/16/2025 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.32% | 0% | 16.87% | 6/2/2026 |
 Vanguard Information Technology (VGT) | 0.28% | 0% | 3.52% | 5/26/2026 |
 TRON (TRX) | 0.28% | 0% | 16.73% | 6/30/2025 |
 Sandisk Corp/DE (SNDK) | 0.26% | 0% | 2.37% | 6/21/2026 |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 0.26% | 0% | 11.41% | 9/21/2023 |
 Gold (Non Expiry) (GOLD) | 0.25% | 0% | 3.73% | 6/20/2024 |
 iliescu2605 | 0.19% | 0% | 1.79% | 6/9/2023 |
 Meta (META) | 0.18% | 0% | 8.47% | 5/26/2026 |
 SPDR Gold (GLD) | 0.16% | 0% | 8.54% | 7/18/2025 |
 Amazon (AMZN) | 0.16% | 0% | 6.17% | 10/30/2024 |
 EUR/USD (EURUSD) | 0.14% | 0% | 1.94% | 10/6/2023 |
 USD/JPY (USDJPY) | 0.14% | 0% | 1.51% | 6/20/2023 |
 Apple (AAPL) | 0.13% | 0.98% | 9.48% | - |
 State Street SPDR Dow Jones In (DIA.US) | 0.13% | 0% | 9.83% | 8/28/2023 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.12% | 0% | 9.91% | 8/29/2023 |
 Vanguard Morningstar Value ETF (VTV) | 0.12% | 0% | 9.83% | 8/28/2023 |
 Fidelity MSCI Information Technology Index ETF (FTEC) | 0.12% | 0% | 2.37% | 6/1/2026 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.12% | 0% | 13.07% | 8/14/2024 |
 Eli Lilly (LLY) | 0.11% | 0% | 6.96% | 11/14/2024 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.11% | 0% | 10.98% | 8/14/2024 |
 Xiaomi (1810.HK) | 0.1% | 0% | 1.94% | 7/10/2025 |
 Vanguard Morningstar Growth ETF (VUG) | 0.09% | 0% | 0.57% | 10/22/2024 |
 NVIDIA (NVDA) | 0.09% | 0.97% | 4.88% | - |
 AUD/JPY (AUDJPY) | 0.09% | 0% | 0.79% | 10/11/2023 |
 BigTech | 0.08% | 0% | 0.29% | 11/20/2023 |
 Palantir (PLTR) | 0.08% | 0% | 6.6% | 8/28/2024 |
 State Street SPDR EURO STOXX 50 (FEZ) | 0.07% | 0% | 6.96% | 7/18/2023 |
 Costco (COST) | 0.07% | 0% | 3.88% | 10/9/2024 |
 AUD/USD (AUDUSD) | 0.07% | 0% | 2.23% | 10/2/2023 |
 Vanguard S&P 500 Value ETF (VOOV) | 0.07% | 0% | 1.08% | 11/21/2024 |
 iShares S&P 500 Growth ETF (IVW) | 0.07% | 0% | 1.72% | 11/7/2024 |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 0.06% | 0% | 7.04% | 8/29/2023 |
 Microsoft (MSFT) | 0.06% | 0% | 7.9% | 9/26/2024 |
 JD.com (JD.US) | 0.06% | 0% | 5.67% | 9/8/2023 |
 Alphabet (GOOG) | 0.06% | 0% | 7.61% | 9/26/2024 |
 Helium (HNT) | 0.05% | 0% | 2.87% | 11/6/2024 |
 GBP/USD (GBPUSD) | 0.05% | 0% | 1.01% | 8/18/2023 |
 iShares Semiconductor ETF (SOXX) | 0.05% | 0% | 3.23% | 5/26/2026 |
 Visa (V) | 0.05% | 0% | 4.74% | 11/16/2023 |
 Palo Alto Networks (PANW) | 0.03% | 0% | 2.87% | 10/7/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.03% | 0% | 0.72% | 3/11/2024 |
 Wise (WISE.L) | 0.03% | 0% | 4.67% | 11/16/2023 |
 Disney (DIS) | 0.03% | 0% | 4.59% | 11/16/2023 |
 Shell (SHEL.L) | 0.03% | 0% | 0.29% | 11/20/2023 |
 Linde (LIN) | 0.03% | 0% | 4.59% | 11/16/2023 |
 Merck (MRK) | 0.02% | 0% | 4.59% | 11/16/2023 |
 Johnson & Johnson (JNJ) | 0.02% | 0% | 4.59% | 11/16/2023 |
 Coca-Cola (KO) | 0.02% | 0% | 4.59% | 11/16/2023 |
 Royalty Pharma (RPRX) | 0.02% | 0% | 4.59% | 11/16/2023 |
 Abbott (ABT.US) | 0.02% | 0% | 4.59% | 11/16/2023 |
 PayPal (PYPL) | 0.02% | 0% | 4.67% | 11/16/2023 |
 Tesla (TSLA) | 0.02% | 0% | 4.59% | 11/16/2023 |
 Celldex (CLDX) | 0.02% | 0% | 4.38% | 11/16/2023 |
 iShares Global clean energy ETF (ICLN) | 0.02% | 0% | 4.38% | 11/16/2023 |
 Chubb (CB) | 0.02% | 0% | 1.36% | 9/3/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.02% | 0% | 4.52% | 9/19/2024 |
 Canon (CAJPY) | 0.02% | 0% | 0.29% | 11/20/2023 |
 Berkshire Hathaway (BRK.B) | 0.02% | 0% | 1.01% | 11/14/2024 |
 EUR/JPY (EURJPY) | 0.02% | 0% | 0.79% | 9/18/2023 |
 Render Token (RENDER) | 0.02% | 0% | 0.86% | 11/27/2024 |
 AUS200 Index (Non Expiry) (AUS200) | 0.02% | 0% | 0.5% | 5/25/2023 |
 BMW (BMW.DE) | 0.02% | 0% | 0.29% | 11/20/2023 |
 Silver (Non Expiry) (SILVER) | 0.02% | 0% | 0.29% | 8/29/2023 |
 NZD/JPY (NZDJPY) | 0.01% | 0% | 0.29% | 10/11/2023 |
 DJ30 Index (Non Expiry) (DJ30) | 0.01% | 0% | 0.36% | 5/24/2023 |
 AUD/NZD (AUDNZD) | 0.01% | 0% | 0.22% | 10/6/2023 |
 Invesco Nasdaq 100 ETF (QQQM) | 0.01% | 1.21% | 1.08% | - |
 AUD/CHF (AUDCHF) | 0.01% | 0% | 0.14% | 10/5/2023 |
 Mercedes-Benz (MBG.DE) | 0.01% | 0% | 0.29% | 11/20/2023 |
 Bank of America (BAC) | 0.01% | 0% | 0.93% | 8/28/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.36% | 7/2/2024 |
 GBP/JPY (GBPJPY) | 0.01% | 0% | 0.07% | 1/26/2023 |
 Bitfarms (KEEL) | 0.01% | 0% | 0.14% | 10/10/2025 |
 Toyota (TM) | 0.01% | 0% | 0.29% | 11/20/2023 |
 Geely (00175.HK) | 0.01% | 0% | 1.08% | 8/31/2023 |
 Honeywell (HON) | 0.01% | 0% | 1.01% | 9/26/2023 |
 UnitedHealth (UNH) | 0.01% | 0% | 1.01% | 9/26/2023 |
 SPDR Gold MiniShares Trust (GLDM) | 0% | 0% | 0.57% | 8/14/2024 |
 Qualcomm (QCOM) | 0% | 0% | 0.57% | 9/20/2023 |
 CAD/JPY (CADJPY) | 0% | 0% | 0.07% | 1/4/2023 |
 Sui (SUI) | 0% | 0% | 0.14% | 11/13/2024 |
 T-Mobile (TMUS) | 0% | 0% | 0.43% | 9/18/2023 |
 NextEra (NEE) | 0% | 0% | 0.43% | 9/18/2023 |
 AbbVie (ABBV) | 0% | 0% | 0.43% | 9/18/2023 |
 Prologis (PLD) | 0% | 0% | 0.43% | 9/18/2023 |
 Philip Morris (PM) | 0% | 0% | 0.43% | 9/18/2023 |
 Raytheon (RTX) | 0% | 0% | 0.43% | 9/18/2023 |
 State Street (STT) | 0% | 0% | 0.43% | 9/18/2023 |
 Danaher (DHR) | 0% | 0% | 0.43% | 9/18/2023 |
 Thermo Fisher (TMO) | 0% | 0% | 0.43% | 9/18/2023 |
 Walmart (WMT) | 0% | 0% | 0.43% | 9/18/2023 |
 iShares Global Healthcare ETF (IXJ) | 0% | 0% | 0.14% | 8/8/2024 |
 iShares Russell 2000 Value ETF (IWN) | 0% | 0% | 0.29% | 7/22/2024 |
 Squarespace (SQSP) | 0% | 0% | 0.22% | 9/18/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 38.12% | 34.88% |
| XRP (XRP) | 24.5% | 20.25% |
| Schwab US Dividend Equity ETF (SCHD) | 10.16% | 11.7% |
| Vanguard S&P 500 ETF (VOO) | 6.91% | 8.39% |
| VanEck Vectors Semiconductor ETF (SMH) | 4.06% | 5.05% |
Cash & Instruments Over Time
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