Portfolio Diversification
Range
Most Diversified
47 instruments
December 12, 2024
Least Diversified
0 instruments
February 2, 2025
Average
36.8 instruments
Most Consistent Holdings
Top 5
GOOG99.57%
AMZN99.57%
IBM99.57%
BIDU99.57%
BABA99.57%
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 |
|---|---|---|---|---|
 GainersQtr | 49.56% | 0% | 87.16% | 6/19/2025 |
 Driverless | 7.45% | 0% | 87.23% | 6/20/2025 |
 ASML (ASML.NV) | 5.04% | 5.61% | 99.57% | - |
| Amazon (AMZN) | 4.94% | 5.61% | 99.57% | - |
| Alphabet (GOOG) | 4.68% | 7.7% | 99.57% | - |
 Microsoft (MSFT) | 3.87% | 5.52% | 74.47% | - |
 CPHequities | 3.47% | 3.77% | 98.72% | - |
 Gold (Non Expiry) (GOLD) | 2.36% | 0% | 4.04% | 8/15/2025 |
 Meta (META) | 1.53% | 2.49% | 99.5% | - |
 JeppeKirkBonde | 1.11% | 18.89% | 22.77% | - |
 YieldKing | 1.01% | 0% | 87.23% | 6/20/2025 |
 Rayeiris | 0.94% | 14.17% | 7.09% | - |
 Apple (AAPL) | 0.88% | 1.03% | 99.5% | - |
| IBM (IBM) | 0.75% | 1.04% | 99.57% | - |
 thomaspj | 0.7% | 9.97% | 7.09% | - |
 Shell (SHEL) | 0.69% | 1.07% | 99.5% | - |
 Mercedes-Benz (MBG.DE) | 0.65% | 0.5% | 99.43% | - |
 Volvo (VOLV-A.ST) | 0.62% | 0.63% | 99.43% | - |
 Walmart (WMT) | 0.61% | 0.88% | 99.5% | - |
 GoldenEnergy | 0.53% | 0.53% | 98.72% | - |
 Core-Dynamic | 0.52% | 8.82% | 5.89% | - |
 Broadcom (AVGO) | 0.4% | 4.94% | 37.73% | - |
| Baidu (BIDU) | 0.38% | 0.32% | 99.57% | - |
| Alibaba (BABA) | 0.37% | 0.46% | 99.57% | - |
 Tesla (TSLA) | 0.34% | 0% | 75.53% | 1/2/2025 |
| 0.33% | 0% | 7.8% | 4/21/2022 | |
 Samsung (SMSN.L) | 0.27% | 0.3% | 99.57% | - |
 Salesforce (CRM) | 0.25% | 0.23% | 99.57% | - |
 PayPal (PYPL) | 0.24% | 0% | 87.45% | 6/20/2025 |
 Starbucks (SBUX) | 0.19% | 0% | 87.38% | 6/20/2025 |
 Agilent (A.US) | 0.16% | 1.22% | 13.83% | - |
 Unilever (ULVR.L) | 0.15% | 0.12% | 99.43% | - |
 NVIDIA (NVDA) | 0.15% | 0.39% | 48.79% | - |
 AMETEK (AME) | 0.13% | 0.14% | 98.87% | - |
 ServiceNow (NOW) | 0.12% | 0.25% | 41.77% | - |
 Congress-Buys | 0.12% | 0.47% | 24.75% | - |
 Fin-Tech | 0.11% | 0.45% | 24.75% | - |
 Raytheon (RTX) | 0.11% | 0.15% | 99.5% | - |
 Thermo Fisher (TMO) | 0.11% | 1.12% | 10.5% | - |
 Disc Medicine (IRON) | 0.09% | 0.34% | 43.4% | - |
 Adyen (ADYEN.NV) | 0.05% | 0% | 87.38% | 6/20/2025 |
 MAG Silver (MAG) | 0.05% | 0% | 37.3% | 9/15/2025 |
 Merck (MRK) | 0.05% | 0.51% | 10.64% | - |
 Miyoshi | 0.04% | 0% | 7.87% | 4/22/2022 |
 Nio (NIO) | 0.02% | 0.01% | 99.57% | - |
 Micron (MU) | 0.02% | 0.08% | 43.48% | - |
 Phinia (PHIN) | 0.02% | 0.04% | 61.77% | - |
 Solventum (SOLV) | 0.02% | 0.04% | 43.05% | - |
 Biogen (BIIB) | 0.02% | 0.03% | 43.4% | - |
 Dollar Tree (DLTR) | 0.01% | 0.04% | 43.48% | - |
 Aukie2008 | 0.01% | 0% | 11.35% | 6/13/2024 |
| 0.01% | 0% | 4.4% | 6/14/2024 | |
 Accelleron (ACLN.ZU) | 0.01% | 0% | 57.66% | 1/13/2025 |
 Atos (ATO.PA) | 0.01% | -0.01% | 17.45% | 12/6/2024 |
 Amgen (AMGN) | 0.01% | 0.05% | 13.12% | - |
 Pfizer (PFE) | 0.01% | 0% | 3.83% | 2/23/2022 |
 Warner Bros Discovery (WBD) | 0% | 0.01% | 49.72% | - |
 TRON (TRX) | 0% | 0.01% | 33.55% | - |
 GCI Liberty Inc (GLIBK) | 0% | 0.01% | 10.21% | - |
 BioNano (BNGO) | 0% | 0% | 3.83% | 2/23/2022 |
 Dormant11249 (Dormant11249) | 0% | 0.01% | 0.28% | - |
 PLAYA US delisting CVR (CVR PLAYA US MERGER) | 0% | 0% | 0% | - |
 Svitzer (SVITZR.CO) | 0% | 0% | 0% | - |
 Cardano (ADA) | 0% | 0% | 0% | - |
 Sandoz (SDZNY) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| GainersQtr | 59.72% | 55.36% |
| Driverless | 9.18% | 7% |
| Amazon (AMZN) | 4.51% | 5.85% |
| Microsoft (MSFT) | 3.6% | 5.23% |
| Alphabet (GOOG) | 3.21% | 5.08% |
| ASML (ASML.NV) | 3.99% | 4.34% |
| CPHequities | 3.03% | 3.42% |
| Meta (META) | 1.45% | 2.43% |
| YieldKing | 1.02% | 1.04% |
| Apple (AAPL) | 0.61% | 0.99% |
| IBM (IBM) | 0.49% | 0.8% |
| Walmart (WMT) | 0.36% | 0.74% |
| Tesla (TSLA) | 0.39% | 0.61% |
| Volvo (VOLV-A.ST) | 0.35% | 0.57% |
| Shell (SHEL) | 0.28% | 0.57% |
| Mercedes-Benz (MBG.DE) | 0.6% | 0.48% |
| Fin-Tech | 0.49% | 0.43% |
| Congress-Buys | 0.49% | 0.43% |
| GoldenEnergy | 0.49% | 0.4% |
| ServiceNow (NOW) | 0.25% | 0.33% |
| NVIDIA (NVDA) | 0.2% | 0.32% |
| Salesforce (CRM) | 0.25% | 0.31% |
| Broadcom (AVGO) | 0.25% | 0.29% |
| Alibaba (BABA) | 0.85% | 0.27% |
| Disc Medicine (IRON) | 0.15% | 0.25% |
| PayPal (PYPL) | 0.76% | 0.24% |
| Baidu (BIDU) | 0.52% | 0.23% |
| Starbucks (SBUX) | 0.25% | 0.17% |
| Samsung (SMSN.L) | 0.23% | 0.16% |
| Unilever (ULVR.L) | 0.14% | 0.14% |
| AMETEK (AME) | 0.1% | 0.13% |
| MAG Silver (MAG) | 0.1% | 0.11% |
| Raytheon (RTX) | 0.06% | 0.1% |
| Adyen (ADYEN.NV) | 0.1% | 0.05% |
| Solventum (SOLV) | 0% | 0.04% |
| Dollar Tree (DLTR) | 0.05% | 0.03% |
| Biogen (BIIB) | 0.05% | 0.03% |
| Phinia (PHIN) | 0% | 0.03% |
| Micron (MU) | 0.05% | 0.03% |
| Accelleron (ACLN.ZU) | 0% | 0.02% |
| TRON (TRX) | 0% | 0.01% |
| Nio (NIO) | 0.12% | 0.01% |
| Cardano (ADA) | 0% | 0% |
| Warner Bros Discovery (WBD) | 0.01% | 0% |
| Atos (ATO.PA) | 0.1% | 0% |
| Svitzer (SVITZR.CO) | 0% | 0% |
| Sandoz (SDZNY) | 0% | 0% |