Portfolio Diversification
Range
Most Diversified
56 instruments
January 25, 2022
Least Diversified
34 instruments
June 3, 2023
Average
44.3 instruments
Most Consistent Holdings
Top 5
META100%
MSFT100%
KO100%
WMT100%
LMND100%
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% | 7.36% | 98.59% | - |
 Etsy (ETSY) | 4.33% | 2.01% | 100% | - |
| Microsoft (MSFT) | 4.24% | 2.55% | 100% | - |
| Meta (META) | 4.16% | 2.74% | 100% | - |
 Amazon (AMZN) | 4% | 3.31% | 99.65% | - |
 Block Inc. (XYZ) | 3.75% | 1.75% | 100% | - |
 Tesla (TSLA) | 3.64% | 0% | 71.36% | 11/6/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 3.57% | 7.46% | 53.04% | - |
 Wynn Resorts (WYNN) | 3.06% | 2.63% | 100% | - |
 Airbnb (ABNB) | 2.8% | 0% | 89.6% | 7/22/2025 |
 Disney (DIS) | 2.79% | 0% | 98.73% | 11/28/2025 |
 Carnival (CCL) | 2.61% | 0% | 65.7% | 9/23/2024 |
 NVIDIA (NVDA) | 2.58% | 0% | 49.58% | 1/9/2024 |
 Enphase (ENPH) | 2.52% | 2.54% | 77.02% | - |
 Shake Shack (SHAK) | 2.3% | 0% | 98.73% | 11/28/2025 |
 JPMorgan (JPM) | 2.17% | 0% | 67.19% | 11/6/2024 |
 PayPal (PYPL) | 2.16% | 0.98% | 100% | - |
 Johnson & Johnson (JNJ) | 2.14% | 3.74% | 85.64% | - |
 MercadoLibre (MELI) | 1.87% | 4.62% | 46.61% | - |
| Coca-Cola (KO) | 1.86% | 1.39% | 100% | - |
 Richardstroud | 1.74% | 0% | 47.88% | 12/7/2023 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 1.71% | 2.53% | 59.48% | - |
 Caesars (CZR) | 1.47% | 0.78% | 100% | - |
 Micron (MU) | 1.45% | 0% | 84.44% | 9/12/2025 |
 3M (MMM) | 1.42% | 2.16% | 80.34% | - |
| Walmart (WMT) | 1.3% | 1.51% | 100% | - |
 Bitcoin (BTC) | 1.2% | 1.35% | 100% | - |
 Norwegian Cruise Line (NCLH) | 1.05% | 0% | 48.23% | 12/12/2023 |
 Penn National (PENN) | 0.99% | 0.41% | 100% | - |
| Lemonade (LMND) | 0.95% | 1.67% | 100% | - |
 Netflix (NFLX) | 0.66% | 0% | 34.87% | 11/20/2023 |
 iShares MSCI India ETF (INDA) | 0.62% | 1.46% | 47.81% | - |
 Southwest (LUV) | 0.56% | 0% | 98.73% | 11/28/2025 |
 Ethereum (ETH) | 0.52% | 0.39% | 100% | - |
 iShares MSCI China ETF (MCHI) | 0.48% | 0.92% | 48.73% | - |
 Nike (NKE) | 0.42% | 2.16% | 27.79% | - |
 Bloom Energy (BE) | 0.4% | 1.72% | 59.34% | - |
 Plug Power (PLUG) | 0.39% | 0.73% | 61.74% | - |
 Spirit (SAVEQ) | 0.38% | 0% | 12.87% | 7/1/2022 |
 United Airlines (UAL) | 0.35% | 0% | 16.76% | 10/19/2022 |
 Levi's (LEVI) | 0.33% | 1.59% | 20.23% | - |
 XRP (XRP) | 0.32% | 0.39% | 100% | - |
 TRON (TRX) | 0.29% | 0.39% | 100% | - |
 Anywhere Real Estate (HOUS) | 0.27% | 0% | 50.71% | 9/22/2025 |
 Cardano (ADA) | 0.27% | 0.12% | 100% | - |
 Ballard Power (BLDP) | 0.24% | 0.54% | 61.39% | - |
 Tattooed Chef Inc (TTCFQ) | 0.24% | 0% | 40.95% | 9/25/2023 |
 Intel (INTC) | 0.23% | 0% | 39.82% | 11/28/2025 |
 Caleres (CAL) | 0.22% | 0% | 11.67% | 6/14/2022 |
 Ocular Therapeutix (OCUL) | 0.21% | 0% | 15.84% | 8/15/2022 |
 Boeing (BA) | 0.19% | 0% | 21% | 11/7/2022 |
 Zoom (ZM) | 0.18% | 0% | 71.36% | 11/6/2024 |
 Vanguard Total International Stock ETF (VXUS) | 0.18% | 0.33% | 49.22% | - |
 Huntington (HBAN) | 0.14% | 0% | 15.84% | 8/15/2022 |
 Zynga (ZNGA) | 0.14% | 0% | 10.18% | 5/24/2022 |
 Deere (DE) | 0.13% | 0% | 15.84% | 8/15/2022 |
 Starbucks (SBUX) | 0.13% | 0% | 12.73% | 5/9/2025 |
 Coinbase (COIN) | 0.13% | 0% | 15.06% | 8/3/2022 |
 Litecoin (LTC) | 0.09% | 0.05% | 100% | - |
 AT&T (T) | 0.09% | 0% | 21.15% | 11/9/2022 |
 Crowdstrike (CRWD) | 0.09% | 0% | 6.86% | 11/6/2024 |
 Chipotle (CMG) | 0.08% | 2.63% | 3.39% | - |
 Target (TGT) | 0.08% | 1.41% | 6.51% | - |
 Realty Income (O) | 0.07% | 0% | 12.59% | 6/27/2022 |
 Citi (C) | 0.06% | 0% | 15.06% | 8/3/2022 |
 U.S. Steel (X) | 0.06% | 0% | 4.17% | 2/28/2022 |
 Invesco Solar ETF (TAN) | 0.06% | 0% | 12.59% | 6/27/2022 |
 AST SpaceMobile (ASTS) | 0.05% | 0% | 10.47% | 12/10/2025 |
 Volkswagen (VOW3.DE) | 0.04% | 0% | 21.15% | 11/9/2022 |
 Caterpillar (CAT) | 0.04% | 0% | 4.67% | 3/8/2022 |
 Dogecoin (DOGE) | 0.04% | 0.02% | 100% | - |
 Ideanomics (IDEXQ) | 0.03% | 0% | 26.1% | 1/26/2023 |
 Solventum (SOLV) | 0.03% | 0% | 8.98% | 8/8/2024 |
 Peloton (PTON) | 0.03% | 0% | 15.06% | 8/3/2022 |
 Alibaba (BABA) | 0.02% | 0% | 12.66% | 6/28/2022 |
 Apple (AAPL) | 0.02% | 0% | 21% | 1/26/2023 |
 Shift4 (FOUR) | 0.02% | 0% | 2.4% | 5/7/2025 |
 Canadian Solar (CSIQ) | 0.02% | 0% | 12.59% | 6/27/2022 |
 Global X MSCI Argentina ETF (ARGT) | 0.02% | 0.03% | 27.16% | - |
 VF Corp (VFC) | 0.02% | 0% | 37.98% | 11/3/2025 |
 Pfizer (PFE) | 0.02% | 0% | 1.41% | 5/4/2023 |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0.01% | 0.03% | 35.15% | - |
 Vestas (VWS.CO) | 0.01% | 0% | 4.67% | 3/8/2022 |
 Domino's (DPZ) | 0.01% | 0.02% | 36.35% | - |
 Warner Bros Discovery (WBD) | 0.01% | 0% | 14% | 11/9/2022 |
 Olaplex (OLPX) | 0.01% | 0% | 26.03% | 11/3/2025 |
 Lockheed Martin (LMT) | 0.01% | 0% | 1.34% | 1/19/2022 |
 American Coastal Insurance (ACIC) | 0% | 0% | 15.13% | 11/3/2025 |
 Franklin FTSE South Korea ETF (FLKR) | 0% | 0.02% | 3.89% | - |
 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
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 7.64% | 6.98% |
| Alphabet (GOOG) | 3.42% | 5.35% |
| Amazon (AMZN) | 2.55% | 4.35% |
| Enphase (ENPH) | 5.18% | 3.88% |
| MercadoLibre (MELI) | 3.73% | 3.83% |
| Etsy (ETSY) | 6.87% | 3.77% |
| Disney (DIS) | 3.27% | 3.49% |
| Johnson & Johnson (JNJ) | 3.59% | 3.36% |
| Block Inc. (XYZ) | 3.77% | 3.33% |
| Meta (META) | 0.95% | 3.31% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 3.37% | 3.24% |
| Microsoft (MSFT) | 1.95% | 3.03% |
| 3M (MMM) | 1.78% | 2.25% |
| Airbnb (ABNB) | 2.17% | 2.21% |
| Wynn Resorts (WYNN) | 2.09% | 2.05% |
| Bitcoin (BTC) | 0.58% | 1.92% |
| Coca-Cola (KO) | 1.44% | 1.63% |
| Shake Shack (SHAK) | 0.79% | 1.61% |
| Walmart (WMT) | 0.78% | 1.56% |
| Caesars (CZR) | 2.47% | 1.44% |
| Lemonade (LMND) | 1.57% | 1.3% |
| iShares MSCI India ETF (INDA) | 1.28% | 1.28% |
| PayPal (PYPL) | 2.86% | 1.24% |
| iShares MSCI China ETF (MCHI) | 0.8% | 0.94% |
| Penn National (PENN) | 1.74% | 0.79% |
| Micron (MU) | 0.96% | 0.79% |
| Nike (NKE) | 0.64% | 0.63% |
| Bloom Energy (BE) | 0.37% | 0.6% |
| Ethereum (ETH) | 0.46% | 0.58% |
| Plug Power (PLUG) | 1.52% | 0.58% |
| XRP (XRP) | 0.22% | 0.57% |
| Southwest (LUV) | 0.7% | 0.49% |
| Intel (INTC) | 0.48% | 0.47% |
| TRON (TRX) | 0.16% | 0.46% |
| Ballard Power (BLDP) | 0.66% | 0.37% |
| Anywhere Real Estate (HOUS) | 0.59% | 0.35% |
| Vanguard Total International Stock ETF (VXUS) | 0.33% | 0.34% |
| Cardano (ADA) | 0.48% | 0.33% |
| Litecoin (LTC) | 0.16% | 0.09% |
| Dogecoin (DOGE) | 0.08% | 0.07% |
| VF Corp (VFC) | 0.03% | 0.05% |
| iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0.03% | 0.04% |
| Olaplex (OLPX) | 0.03% | 0.03% |
| Domino's (DPZ) | 0.03% | 0.03% |
| Global X MSCI Argentina ETF (ARGT) | 0.03% | 0.03% |