Portfolio Diversification
Range
Most Diversified
98 instruments
January 4, 2024
Least Diversified
0 instruments
February 2, 2025
Average
62.4 instruments
Most Consistent Holdings
Top 5
BABA99.91%
PINS99.91%
OGZDL.L99.91%
PYPL99.91%
STNE99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Invesco QQQ (QQQ) | 15.76% | 0% | 98.18% | 2/1/2025 |
 Alphabet (GOOG) | 8.02% | 0% | 82.85% | 9/19/2024 |
 Apple (AAPL) | 5.76% | 0% | 67.34% | 1/31/2025 |
 Amazon (AMZN) | 5.03% | 0% | 87.68% | 9/19/2024 |
 Microsoft (MSFT) | 4.74% | 0% | 57.85% | 10/26/2023 |
 Vanguard S&P 500 ETF (VOO) | 4.3% | 0% | 89.32% | 2/1/2025 |
| PayPal (PYPL) | 3.61% | 0% | 99.91% | 2/1/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 2.43% | 0% | 49.64% | 2/1/2025 |
 Corsair (CRSR) | 2.14% | 0% | 87.68% | 9/19/2024 |
 FICO (FICO) | 1.85% | 0% | 24.73% | 11/8/2024 |
 iShares Edge MSCI USA Quality (QUAL) | 1.78% | 0% | 49.64% | 2/1/2025 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 1.42% | 0% | 46.44% | 7/31/2023 |
 Upstart (UPST) | 1.33% | 0% | 99.91% | 2/1/2025 |
 AMD (AMD) | 1.25% | 0% | 50.27% | 7/31/2023 |
 iShares TIPS Bond ETF (TIP) | 1.23% | 0% | 22.45% | 2/1/2025 |
 Etsy (ETSY) | 1.09% | 0% | 87.68% | 9/19/2024 |
 D.R. Horton (DHI) | 1.05% | 0% | 92.34% | 2/1/2025 |
 ProShares UltraPro Short QQQ (SQQQ) | 1.01% | 0% | 14.78% | 8/5/2024 |
 Chewy (CHWY) | 0.92% | 0% | 87.68% | 9/19/2024 |
 ASML (ASML) | 0.88% | 0% | 67.61% | 2/1/2025 |
 GER40 Index (Non Expiry) (GER40) | 0.77% | 0% | 22.54% | 2/1/2025 |
 Meta (META) | 0.72% | 0% | 72.45% | 4/4/2024 |
 TSMC (TSM) | 0.69% | 0% | 72.45% | 4/4/2024 |
 Regeneron (REGN) | 0.66% | 0% | 27.28% | 11/10/2022 |
 Ford (F) | 0.63% | 0% | 40.15% | 7/31/2023 |
 ServiceNow (NOW) | 0.63% | 0% | 41.42% | 2/1/2025 |
 PDD Holdings (PDD) | 0.63% | 0% | 99.91% | 2/1/2025 |
 IIPR (IIPR) | 0.59% | 0% | 99.91% | 2/1/2025 |
 Credit Acceptance (CACC) | 0.54% | 0% | 15.24% | 9/19/2024 |
 TPI Composites (TPIC) | 0.53% | 0% | 99.91% | 2/1/2025 |
 Orsted (ORSTED.CO) | 0.52% | 0% | 87.77% | 9/20/2024 |
 Occidental (OXY) | 0.48% | 0% | 7.39% | 2/1/2025 |
 Coupang (CPNG) | 0.47% | 0% | 87.68% | 9/19/2024 |
 Shopify (SHOP) | 0.44% | 0% | 58.58% | 11/3/2023 |
 iShares Core High Dividend ETF (HDV) | 0.44% | 0% | 24.73% | 9/19/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.44% | 0% | 37.14% | 2/1/2025 |
 TRON (TRX) | 0.43% | 0% | 99.91% | 2/1/2025 |
 iShares MSCI India ETF (INDA) | 0.4% | 0% | 41.06% | 2/1/2025 |
 CVS Health (CVS) | 0.4% | 0% | 25.64% | 9/19/2024 |
 Ethereum (ETH) | 0.38% | 0% | 99.91% | 2/1/2025 |
 Consumer Staples Select Sector SPDR (XLP) | 0.37% | 0% | 20.53% | 3/21/2024 |
 Morningstar (MORN) | 0.34% | 0% | 26.73% | 2/1/2025 |
 SVB (SIVBQ) | 0.32% | 0% | 39.05% | 3/29/2023 |
 iShares Silver Trust (SLV) | 0.32% | 0% | 5.93% | 1/5/2024 |
 Disney (DIS) | 0.32% | 0% | 25.82% | 3/13/2024 |
 Coca-Cola (KO) | 0.31% | 0% | 16.51% | 2/1/2025 |
| Pinterest (PINS) | 0.29% | 0% | 99.91% | 2/1/2025 |
 Boston Beer (SAM) | 0.29% | 0% | 69.71% | 3/4/2024 |
 Xiaomi (1810.HK) | 0.29% | 0% | 87.77% | 9/20/2024 |
 Tencent (0700.HK) | 0.28% | 0% | 87.77% | 9/20/2024 |
 Siemens (SIE.DE) | 0.28% | 0% | 26% | 5/16/2024 |
 Lovesac (LOVE) | 0.27% | 0% | 76.37% | 9/19/2024 |
 Netflix (NFLX) | 0.26% | 0% | 33.03% | 1/22/2025 |
 Douyu (DOYU) | 0.26% | 0% | 99.91% | 2/1/2025 |
 MercadoLibre (MELI) | 0.25% | 0% | 69.89% | 3/7/2024 |
 Vipshop (VIPS) | 0.25% | 0% | 87.68% | 9/19/2024 |
 Ally (ALLY) | 0.25% | 0% | 64.42% | 9/19/2024 |
 Eli Lilly (LLY) | 0.25% | 0% | 10.68% | 8/8/2024 |
| Alibaba (BABA) | 0.25% | 0% | 99.91% | 2/1/2025 |
 Micron (MU) | 0.25% | 0% | 53.65% | 9/7/2023 |
 Arch Capital (ACGL) | 0.25% | 0% | 9.03% | 2/1/2025 |
 UK100 Index (Non Expiry) (UK100) | 0.24% | 0% | 5.66% | 6/27/2024 |
 Teladoc (TDOC) | 0.24% | 0% | 99.91% | 2/1/2025 |
 Barclays (BCS) | 0.23% | 0% | 64.14% | 1/3/2024 |
| StoneCo (STNE) | 0.23% | 0% | 99.91% | 2/1/2025 |
 iShares US Aerospace & Defense ETF (ITA) | 0.22% | 0% | 17.34% | 6/14/2024 |
 Zoom (ZM) | 0.21% | 0% | 99.91% | 2/1/2025 |
 CVR Energy (CVI.US) | 0.2% | 0% | 25.09% | 2/1/2025 |
 GigaCloud (GCT) | 0.19% | 0% | 26.28% | 2/1/2025 |
 Danaos (DAC) | 0.17% | 0% | 28.19% | 9/19/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.17% | 0% | 7.85% | 1/7/2025 |
 Wingstop (WING) | 0.16% | 0% | 17.34% | 11/8/2024 |
 Kering (KER.PA) | 0.15% | 0% | 25.09% | 2/1/2025 |
 Graham Holdings (GHC) | 0.15% | 0% | 22.35% | 2/1/2025 |
 Pfizer (PFE) | 0.14% | 0% | 18.89% | 7/15/2024 |
 SPDR S&P 500 ETF (SPY) | 0.14% | 0% | 7.48% | 2/1/2025 |
 Roku (ROKU) | 0.14% | 0% | 68.16% | 2/16/2024 |
 PepsiCo (PEP) | 0.13% | 0% | 9.58% | 3/22/2024 |
 Taylor Morrison (TMHC) | 0.13% | 0% | 10.04% | 4/21/2022 |
 Energy Select Sector SPDR (XLE) | 0.12% | 0% | 14.51% | 5/27/2024 |
 Procter & Gamble (PG) | 0.12% | 0% | 7.66% | 3/4/2024 |
 UnitedHealth (UNH) | 0.11% | 0% | 14.51% | 5/27/2024 |
 SolarEdge (SEDG) | 0.11% | 0% | 9.12% | 4/11/2022 |
 Vertex (VRTX) | 0.11% | 0% | 7.94% | 3/29/2022 |
 Pagseguro (PAGS) | 0.11% | 0% | 99.91% | 2/1/2025 |
 Enphase (ENPH) | 0.11% | 0% | 38.41% | 2/1/2025 |
 Sea (SE) | 0.11% | 0% | 99.91% | 2/1/2025 |
 LVMH (MC.PA) | 0.11% | 0% | 11.77% | 3/26/2024 |
 NVIDIA (NVDA) | 0.11% | 0% | 13.59% | 2/1/2025 |
 Vanguard Total Bond Market ETF (BND) | 0.11% | 0% | 2.65% | 1/16/2024 |
 McDonald's (MCD) | 0.1% | 0% | 24.09% | 9/19/2024 |
 Northrop Grumman (NOC) | 0.1% | 0% | 26% | 9/19/2024 |
 Hasbro (HAS) | 0.1% | 0% | 13.5% | 9/19/2024 |
 Lockheed Martin (LMT) | 0.1% | 0% | 5.38% | 6/14/2024 |
 Energy Transfer (ET) | 0.09% | 0% | 28.74% | 9/19/2024 |
 Whitehaven Coal (WHC.ASX) | 0.09% | 0% | 28.28% | 9/20/2024 |
 Santander (SAN.MC) | 0.09% | 0% | 13.32% | 9/19/2024 |
 Dogecoin (DOGE) | 0.09% | 0% | 69.89% | 3/7/2024 |
 Bright Horizons (BFAM) | 0.09% | 0% | 13.5% | 9/19/2024 |
 Bank of America (BAC) | 0.09% | 0% | 6.93% | 3/4/2024 |
 Johnson & Johnson (JNJ) | 0.08% | 0% | 7.66% | 3/4/2024 |
 Gold (Non Expiry) (GOLD) | 0.08% | 0% | 16.06% | 12/4/2024 |
 AXA (CS.PA) | 0.08% | 0% | 13.32% | 9/19/2024 |
 Chevron (CVX) | 0.08% | 0% | 15.97% | 6/13/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.08% | 0% | 3.1% | 4/12/2024 |
 Eventbrite (EB) | 0.07% | 0% | 17.06% | 9/19/2024 |
 Redfin (RDFN) | 0.07% | 0% | 99.91% | 2/1/2025 |
 Dollar General (DG.US) | 0.07% | 0% | 5.29% | 2/1/2025 |
 Ishares Russell 2000 ETF (IWM) | 0.07% | 0% | 4.56% | 6/14/2024 |
 Comcast (CMCSA) | 0.07% | 0% | 26.55% | 9/19/2024 |
 Peloton (PTON) | 0.07% | 0% | 99.91% | 2/1/2025 |
 Sirius XM (SIRI) | 0.07% | 0% | 9.95% | 2/1/2025 |
 GM (GM) | 0.07% | 0% | 12.77% | 9/19/2024 |
 STMicroelectronics (STMPA.PA) | 0.07% | 0% | 14.78% | 12/5/2023 |
 CNH Industrial Group (CNHI.MI) | 0.07% | 0% | 16.24% | 12/21/2023 |
 L3Harris (LHX) | 0.06% | 0% | 14.05% | 5/10/2024 |
 Cigna (CI) | 0.06% | 0% | 12.77% | 9/19/2024 |
 Petrobras (PBR.A) | 0.06% | 0% | 28.19% | 9/19/2024 |
 Chubb (CB) | 0.05% | 0% | 5.2% | 2/1/2025 |
 iShares Core DAX UCITS ETF (DAXEX.DE) | 0.05% | 0% | 4.93% | 2/1/2025 |
 Inditex (ITX.MC) | 0.05% | 0% | 14.14% | 9/19/2024 |
 DraftKings (DKNG) | 0.05% | 0% | 69.89% | 3/7/2024 |
 Berkshire Hathaway (BRK.B) | 0.05% | 0% | 5.47% | 2/5/2024 |
 Thermo Fisher (TMO) | 0.05% | 0% | 10.04% | 4/21/2022 |
 Hermes (RMS.PA) | 0.04% | 0% | 5.75% | 6/20/2024 |
 Adidas (ADS.DE) | 0.04% | 0% | 35.4% | 11/6/2023 |
 Rio Tinto (RIO) | 0.04% | 0% | 7.94% | 4/5/2022 |
 Unilever (ULVR.L) | 0.04% | 0% | 9.58% | 3/27/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.04% | 0% | 2.46% | 1/16/2024 |
 eHealth (EHTH) | 0.04% | 0% | 87.68% | 9/19/2024 |
 Best Buy (BBY) | 0.04% | 0% | 9.12% | 4/11/2022 |
 Cardano (ADA) | 0.04% | 0% | 99.91% | 2/1/2025 |
 Tesla (TSLA) | 0.03% | 0% | 5.93% | 2/1/2025 |
 Walmart (WMT) | 0.03% | 0% | 6.93% | 3/4/2024 |
 Iberdrola (IBE.MC) | 0.03% | 0% | 3.92% | 5/30/2024 |
 Niu (NIU) | 0.03% | 0% | 72.54% | 4/5/2024 |
 Chegg (CHGG) | 0.03% | 0% | 69.89% | 3/7/2024 |
 BAT (BATS.L) | 0.03% | 0% | 6.2% | 3/4/2024 |
 Verisign (VRSN) | 0.03% | 0% | 3.28% | 2/1/2025 |
 SeSa (SES.MI) | 0.02% | 0% | 1.09% | 2/1/2025 |
 DJ30 Index (Non Expiry) (DJ30) | 0.02% | 0% | 1.09% | 4/1/2024 |
 Shiba (in millions) (SHIBxM) | 0.02% | 0% | 99.82% | 2/1/2025 |
 Monster Beverage (MNST) | 0.02% | 0% | 3.01% | 1/13/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.02% | 0% | 2.46% | 1/16/2024 |
 Intuit (INTU) | 0.02% | 0% | 3.74% | 2/10/2022 |
 MicroStrategy (MSTR) | 0.02% | 0% | 5.84% | 1/9/2024 |
 Allstate (ALL) | 0.02% | 0% | 2.01% | 2/1/2025 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.02% | 0% | 2.46% | 1/16/2024 |
 Business First (BFST) | 0.02% | 0% | 25.55% | 2/1/2025 |
 Stellantis (STLAM.MI) | 0.02% | 0% | 4.38% | 2/1/2025 |
 AMC (AMC) | 0.02% | 0% | 4.74% | 2/1/2025 |
 Carvana (CVNA) | 0.02% | 0% | 4.74% | 2/1/2025 |
 First Solar (FSLR) | 0.02% | 0% | 4.56% | 7/17/2024 |
 British American Tobacco (BTI) | 0.02% | 0% | 4.93% | 2/23/2022 |
 Xerox (XRX) | 0.02% | 0% | 4.74% | 2/1/2025 |
 Snapchat (SNAP) | 0.02% | 0% | 6.48% | 1/16/2024 |
| Gazprom OAO-ADR (OGZDL.L) | 0.02% | 0% | 99.91% | 2/1/2025 |
 Sage (SAGE) | 0.02% | 0% | 4.74% | 2/1/2025 |
 BILL (BILL) | 0.01% | 0% | 9.49% | 2/15/2024 |
 Zynga (ZNGA) | 0.01% | 0% | 2.55% | 1/28/2022 |
 Dell (DELL) | 0.01% | 0% | 3.19% | 6/5/2024 |
 Mondelez (MDLZ) | 0.01% | 0% | 6.93% | 3/4/2024 |
 Match Group (MTCH) | 0.01% | 0% | 1.19% | 2/1/2025 |
 Mastercard (MA) | 0.01% | 0% | 0.64% | 1/7/2022 |
 Plug Power (PLUG) | 0.01% | 0% | 5.47% | 2/1/2025 |
 Poshmark Inc Class A (POSH) | 0.01% | 0% | 11.31% | 5/5/2022 |
 Rigetti (RGTI) | 0.01% | 0% | 2.55% | 1/8/2025 |
 Solana (SOL) | 0.01% | 0% | 1.64% | 2/1/2025 |
 Nikola (NKLA) | 0.01% | 0% | 1.82% | 5/14/2024 |
 EUR/USD (EURUSD) | 0.01% | 0% | 0.64% | 1/5/2024 |
 Taboola (TBLA) | 0.01% | 0% | 5.75% | 3/4/2022 |
 OneWater Marine (ONEW) | 0.01% | 0% | 1.92% | 11/14/2024 |
 Meituan (03690.HK) | 0.01% | 0% | 58.85% | 2/1/2025 |
 Virgin Galactic (SPCE) | 0.01% | 0% | 1.82% | 5/14/2024 |
 Ferrari (RACE) | 0.01% | 0% | 0.73% | 4/25/2024 |
 Ionq (IONQ) | 0.01% | 0% | 2.55% | 1/8/2025 |
 Affirm (AFRM) | 0.01% | 0% | 1.09% | 1/9/2024 |
 Groupon (GRPN) | 0% | 0% | 2.19% | 12/4/2023 |
 Workhorse (WKHS) | 0% | 0% | 4.74% | 2/1/2025 |
 Visa (V) | 0% | 0% | 0.36% | 1/4/2022 |
 ON Semiconductor (ON) | 0% | 0% | 1% | 2/1/2025 |
 Waste Connections (WCN) | 0% | 0% | 4.11% | 2/1/2025 |
 AUD/USD (AUDUSD) | 0% | 0% | 0.27% | 1/5/2024 |
 EUR/CHF (EURCHF) | 0% | 0% | 0.91% | 1/15/2024 |
 Vanguard Total International Stock ETF (VXUS) | 0% | 0% | 0.91% | 12/29/2023 |
 Ocado (OCDO.L) | 0% | 0% | 0.64% | 1/7/2022 |
 Copper (Expiring Future) (COPPER.FUT) | 0% | 0% | 2.01% | 5/13/2024 |
 Official Trump (Experimental) (TRUMP) | 0% | 0% | 1.09% | 2/1/2025 |
 Alteryx Inc. (AYX) | 0% | 0% | 0.64% | 1/7/2022 |
 Vista Energy (VIST) | 0% | 0% | 0.36% | 2/1/2025 |
 Outbrain (OB) | 0% | 0% | 0.64% | 1/7/2022 |
 Fastly (FSLY) | 0% | 0% | 0.64% | 1/7/2022 |
 EUR/AUD (EURAUD) | 0% | 0% | 0.18% | 1/5/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares TIPS Bond ETF (TIP) | 5.01% | 5.45% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 3.81% | 5.35% |
| Occidental (OXY) | 4.94% | 5.26% |
| Vanguard S&P 500 ETF (VOO) | 2.41% | 3.9% |
| Arch Capital (ACGL) | 3.68% | 3.72% |
| iShares Edge MSCI USA Quality (QUAL) | 2.67% | 3.69% |
| PayPal (PYPL) | 7.02% | 2.95% |
| SPDR S&P 500 ETF (SPY) | 2.34% | 2.61% |
| Coca-Cola (KO) | 1.34% | 1.45% |
| Vanguard Total Stock Market ETF (VTI) | 1.07% | 1.4% |
| Dollar General (DG.US) | 1.34% | 1.38% |
| Upstart (UPST) | 1.44% | 1.27% |
| iShares Core DAX UCITS ETF (DAXEX.DE) | 1% | 1.11% |
| D.R. Horton (DHI) | 0.53% | 1.11% |
| ASML (ASML) | 1% | 1.06% |
| Chubb (CB) | 1% | 1.06% |
| iShares MSCI India ETF (INDA) | 0.74% | 0.95% |
| TRON (TRX) | 0.25% | 0.89% |
| Verisign (VRSN) | 0.7% | 0.77% |
| NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.67% | 0.76% |
| GER40 Index (Non Expiry) (GER40) | 0.67% | 0.75% |
| Monster Beverage (MNST) | 0.67% | 0.73% |
| ServiceNow (NOW) | 1% | 0.71% |
| Morningstar (MORN) | 0.67% | 0.65% |
| Sirius XM (SIRI) | 0.67% | 0.63% |
| Redfin (RDFN) | 0.47% | 0.6% |
| Graham Holdings (GHC) | 0.67% | 0.6% |
| Kering (KER.PA) | 0.67% | 0.53% |
| GigaCloud (GCT) | 0.9% | 0.52% |
| CVR Energy (CVI.US) | 0.85% | 0.52% |
| Carvana (CVNA) | 0.33% | 0.42% |
| AMC (AMC) | 0.33% | 0.39% |
| Sage (SAGE) | 0.33% | 0.38% |
| Xerox (XRX) | 0.33% | 0.38% |
| Rigetti (RGTI) | 0.17% | 0.36% |
| StoneCo (STNE) | 0.74% | 0.36% |
| Ethereum (ETH) | 0.24% | 0.35% |
| PDD Holdings (PDD) | 0.4% | 0.34% |
| Netflix (NFLX) | 0.5% | 0.33% |
| IIPR (IIPR) | 0.67% | 0.27% |
| Enphase (ENPH) | 0.27% | 0.18% |
| Pinterest (PINS) | 0.33% | 0.18% |
| Zoom (ZM) | 0.8% | 0.17% |
| Alibaba (BABA) | 0.37% | 0.15% |
| Ionq (IONQ) | 0.08% | 0.12% |
| Sea (SE) | 0.2% | 0.12% |
| Douyu (DOYU) | 0.6% | 0.11% |
| Business First (BFST) | 0.07% | 0.09% |
| TPI Composites (TPIC) | 1.54% | 0.09% |
| Workhorse (WKHS) | 0.07% | 0.09% |
| Waste Connections (WCN) | 0.07% | 0.07% |
| Plug Power (PLUG) | 0.07% | 0.06% |
| Teladoc (TDOC) | 1.17% | 0.06% |
| Cardano (ADA) | 0.1% | 0.05% |
| Pagseguro (PAGS) | 0.23% | 0.05% |
| Peloton (PTON) | 0.64% | 0.05% |
| Shiba (in millions) (SHIBxM) | 0.07% | 0.03% |
| Meituan (03690.HK) | 0% | 0.01% |
| Gazprom OAO-ADR (OGZDL.L) | 0.1% | 0.01% |