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Portfolio Diversification
Range
Most Diversified
56 instruments
January 25, 2022
Least Diversified
34 instruments
June 3, 2023
Average
44 instruments
Most Consistent Holdings
Top 5
META100%
MSFT100%
KO100%
LMND100%
WYNN100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Alphabet (GOOG) | 5.11% | 6.49% | 98.66% | - |
| Microsoft (MSFT) | 4.15% | 2.93% | 100% | - |
 Etsy (ETSY) | 4.13% | 0% | 95.99% | 1/6/2026 |
| Meta (META) | 4.08% | 2.49% | 100% | - |
 Amazon (AMZN) | 3.95% | 3.12% | 99.67% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 3.76% | 7.11% | 55.59% | - |
 Block Inc. (XYZ) | 3.57% | 0% | 95.92% | 1/5/2026 |
 Tesla (TSLA) | 3.44% | 0% | 67.49% | 11/6/2024 |
| Wynn Resorts (WYNN) | 3.01% | 1.95% | 100% | - |
 Airbnb (ABNB) | 2.65% | 0% | 84.75% | 7/22/2025 |
 Disney (DIS) | 2.64% | 0% | 93.38% | 11/28/2025 |
 Enphase (ENPH) | 2.54% | 2.98% | 78.26% | - |
 Carnival (CCL) | 2.46% | 0% | 62.14% | 9/23/2024 |
 NVIDIA (NVDA) | 2.44% | 0% | 46.89% | 1/9/2024 |
 Johnson & Johnson (JNJ) | 2.22% | 3.82% | 86.42% | - |
 Shake Shack (SHAK) | 2.18% | 0% | 93.38% | 11/28/2025 |
 PayPal (PYPL) | 2.06% | 0% | 96.59% | 1/15/2026 |
 JPMorgan (JPM) | 2.05% | 0% | 63.55% | 11/6/2024 |
 MercadoLibre (MELI) | 2.02% | 6% | 49.5% | - |
| Coca-Cola (KO) | 1.83% | 1.38% | 100% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 1.74% | 2.32% | 61.67% | - |
 Richardstroud | 1.65% | 0% | 45.28% | 12/7/2023 |
 Caesars (CZR) | 1.4% | 0% | 95.99% | 1/6/2026 |
 3M (MMM) | 1.37% | 0% | 77.32% | 1/5/2026 |
 Micron (MU) | 1.37% | 0% | 79.87% | 9/12/2025 |
 Walmart (WMT) | 1.25% | 0% | 95.99% | 1/6/2026 |
 Bitcoin (BTC) | 1.2% | 0.97% | 100% | - |
 Norwegian Cruise Line (NCLH) | 1% | 0% | 45.62% | 12/12/2023 |
| Lemonade (LMND) | 0.98% | 1.11% | 100% | - |
 Penn National (PENN) | 0.95% | 0% | 96.59% | 1/15/2026 |
 iShares MSCI India ETF (INDA) | 0.69% | 2.41% | 50.64% | - |
 Netflix (NFLX) | 0.67% | 2.43% | 36.99% | - |
 Nike (NKE) | 0.55% | 2.75% | 31.71% | - |
 Southwest (LUV) | 0.53% | 0% | 93.38% | 11/28/2025 |
 iShares MSCI China ETF (MCHI) | 0.51% | 1.51% | 51.51% | - |
 Ethereum (ETH) | 0.51% | 0.24% | 100% | - |
 Bloom Energy (BE) | 0.43% | 0% | 58.46% | 1/20/2026 |
 Levi's (LEVI) | 0.39% | 1.51% | 24.55% | - |
 Plug Power (PLUG) | 0.38% | 0% | 60.4% | 1/15/2026 |
 Spirit (SAVEQ) | 0.36% | 0% | 12.17% | 7/1/2022 |
 United Airlines (UAL) | 0.34% | 0% | 15.85% | 10/19/2022 |
 XRP (XRP) | 0.32% | 0.26% | 100% | - |
 TRON (TRX) | 0.29% | 0.36% | 100% | - |
 Anywhere Real Estate (HOUS) | 0.26% | 0% | 47.96% | 9/22/2025 |
 Cardano (ADA) | 0.25% | 0% | 95.92% | 1/5/2026 |
 Ballard Power (BLDP) | 0.24% | 0% | 60.07% | 1/15/2026 |
 Tattooed Chef Inc (TTCFQ) | 0.23% | 0% | 38.73% | 9/25/2023 |
 Vanguard Total International Stock ETF (VXUS) | 0.22% | 1.59% | 51.97% | - |
 Chipotle (CMG) | 0.22% | 2.37% | 8.63% | - |
 Intel (INTC) | 0.21% | 0% | 37.66% | 11/28/2025 |
 Caleres (CAL) | 0.21% | 0% | 11.04% | 6/14/2022 |
 Ocular Therapeutix (OCUL) | 0.2% | 0% | 14.98% | 8/15/2022 |
 Boeing (BA) | 0.18% | 0% | 19.87% | 11/7/2022 |
 Zoom (ZM) | 0.17% | 0% | 67.49% | 11/6/2024 |
 Target (TGT) | 0.15% | 0% | 11.37% | 3/4/2026 |
 Huntington (HBAN) | 0.13% | 0% | 14.98% | 8/15/2022 |
 Zynga (ZNGA) | 0.13% | 0% | 9.63% | 5/24/2022 |
 Deere (DE) | 0.13% | 0% | 14.98% | 8/15/2022 |
 Starbucks (SBUX) | 0.13% | 0% | 12.04% | 5/9/2025 |
 Coinbase (COIN) | 0.12% | 0% | 14.25% | 8/3/2022 |
 Litecoin (LTC) | 0.09% | 0% | 95.92% | 1/5/2026 |
 AT&T (T) | 0.08% | 0% | 20% | 11/9/2022 |
 Crowdstrike (CRWD) | 0.08% | 0% | 6.49% | 11/6/2024 |
 Adobe (ADBE) | 0.08% | 3.01% | 4.08% | - |
 Vital Farms (VITL) | 0.08% | 2.1% | 5.02% | - |
 Realty Income (O) | 0.07% | 0% | 11.91% | 6/27/2022 |
 Vanguard FTSE Europe ETF (VGK) | 0.06% | 1.79% | 4.08% | - |
 Citi (C) | 0.06% | 0% | 14.25% | 8/3/2022 |
 U.S. Steel (X) | 0.06% | 0% | 3.95% | 2/28/2022 |
 Invesco Solar ETF (TAN) | 0.06% | 0% | 11.91% | 6/27/2022 |
 iShares MSCI EM Latin America UCITS ETF (IUSC.DE) | 0.05% | 1.87% | 4.01% | - |
 Salesforce (CRM) | 0.05% | 2.07% | 3.41% | - |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.05% | 1.19% | 4.08% | - |
 AST SpaceMobile (ASTS) | 0.05% | 0% | 9.9% | 12/10/2025 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.04% | 1.15% | 4.08% | - |
 Volkswagen (VOW3.DE) | 0.04% | 0% | 20% | 11/9/2022 |
 Caterpillar (CAT) | 0.04% | 0% | 4.41% | 3/8/2022 |
 Domino's (DPZ) | 0.03% | 0.73% | 39.8% | - |
 Dogecoin (DOGE) | 0.03% | 0% | 95.92% | 1/5/2026 |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0.03% | 0.8% | 38.66% | - |
 Ideanomics (IDEXQ) | 0.03% | 0% | 24.68% | 1/26/2023 |
 UnitedHealth (UNH) | 0.03% | 1.02% | 2.61% | - |
 Solventum (SOLV) | 0.02% | 0% | 8.49% | 8/8/2024 |
 Peloton (PTON) | 0.02% | 0% | 14.25% | 8/3/2022 |
 iShares MSCI Germany ETF (EWG) | 0.02% | 0.98% | 4.08% | - |
 Alibaba (BABA) | 0.02% | 0% | 11.97% | 6/28/2022 |
 Apple (AAPL) | 0.02% | 0% | 19.87% | 1/26/2023 |
 Shift4 (FOUR) | 0.02% | 0% | 2.27% | 5/7/2025 |
 Canadian Solar (CSIQ) | 0.02% | 0% | 11.91% | 6/27/2022 |
 Global X MSCI Argentina ETF (ARGT) | 0.02% | 0% | 27.69% | 1/15/2026 |
 SAP (SAP) | 0.02% | 0.89% | 2.47% | - |
 Ishares Russell 2000 ETF (IWM) | 0.02% | 0.77% | 3.34% | - |
 VF Corp (VFC) | 0.01% | 0% | 35.92% | 11/3/2025 |
 Pfizer (PFE) | 0.01% | 0% | 1.34% | 5/4/2023 |
 Vestas (VWS.CO) | 0.01% | 0% | 4.41% | 3/8/2022 |
 Warner Bros Discovery (WBD) | 0.01% | 0% | 13.24% | 11/9/2022 |
 Olaplex (OLPX) | 0.01% | 0% | 24.62% | 11/3/2025 |
 Lockheed Martin (LMT) | 0.01% | 0% | 1.27% | 1/19/2022 |
 American Coastal Insurance (ACIC) | 0% | 0% | 14.31% | 11/3/2025 |
 Franklin FTSE South Korea ETF (FLKR) | 0% | 0.35% | 9.1% | - |
 Cambium Networks (CMBM) | 0% | 0% | 0.07% | 12/5/2025 |
 Bed Bath & Beyond Inc (BBBYQ) | 0% | 0% | 0.07% | 8/18/2022 |
 Meituan (03690.HK) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 3.19% | 7.29% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 8.39% | 7.24% |
| MercadoLibre (MELI) | 4.44% | 4.6% |
| Johnson & Johnson (JNJ) | 2.83% | 3.51% |
| Amazon (AMZN) | 2.01% | 3.34% |
| Nike (NKE) | 3.32% | 2.97% |
| Meta (META) | 0.75% | 2.72% |
| Chipotle (CMG) | 2.63% | 2.65% |
| Enphase (ENPH) | 4.71% | 2.53% |
| Microsoft (MSFT) | 1.53% | 2.53% |
| Wynn Resorts (WYNN) | 1.89% | 2.47% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 2.65% | 2.46% |
| Etsy (ETSY) | 4.1% | 2.05% |
| 3M (MMM) | 1.4% | 2.04% |
| Block Inc. (XYZ) | 2.46% | 1.75% |
| Bloom Energy (BE) | 0.56% | 1.62% |
| iShares MSCI India ETF (INDA) | 1.63% | 1.57% |
| Lemonade (LMND) | 1.04% | 1.54% |
| Levi's (LEVI) | 1.25% | 1.46% |
| Walmart (WMT) | 0.61% | 1.4% |
| Target (TGT) | 1.38% | 1.38% |
| Bitcoin (BTC) | 0.46% | 1.33% |
| Coca-Cola (KO) | 1.13% | 1.33% |
| Vital Farms (VITL) | 1.13% | 0.99% |
| PayPal (PYPL) | 2.63% | 0.91% |
| iShares MSCI China ETF (MCHI) | 0.63% | 0.88% |
| Caesars (CZR) | 1.94% | 0.74% |
| Plug Power (PLUG) | 1.29% | 0.64% |
| Ballard Power (BLDP) | 0.57% | 0.51% |
| Penn National (PENN) | 1.43% | 0.49% |
| TRON (TRX) | 0.13% | 0.38% |
| Ethereum (ETH) | 0.36% | 0.38% |
| XRP (XRP) | 0.18% | 0.37% |
| Vanguard Total International Stock ETF (VXUS) | 0.26% | 0.32% |
| Cardano (ADA) | 0.38% | 0.1% |
| Litecoin (LTC) | 0.13% | 0.05% |
| iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0.03% | 0.03% |
| Global X MSCI Argentina ETF (ARGT) | 0.03% | 0.03% |
| Dogecoin (DOGE) | 0.06% | 0.02% |
| Franklin FTSE South Korea ETF (FLKR) | 0.03% | 0.02% |
| Domino's (DPZ) | 0.03% | 0.02% |
Cash & Instruments Over Time
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