Portfolio Diversification
Range
Most Diversified
20 instruments
April 10, 2025
Least Diversified
0 instruments
February 2, 2025
Average
14.1 instruments
Most Consistent Holdings
Top 5
META99.91%
BABA99.91%
TTE.PA99.91%
VOW3.DE98.38%
T91.3%
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 |
|---|---|---|---|---|
| Meta (META) | 18.12% | 21.85% | 99.91% | - |
| TotalEnergies (TTE.PA) | 11% | 10.61% | 99.91% | - |
| AT&T (T) | 7.72% | 9.86% | 91.3% | - |
| Volkswagen (VOW3.DE) | 6.59% | 1.82% | 98.38% | - |
 Dropbox (DBX) | 6.12% | 0% | 68.09% | 4/8/2024 |
 Barrick (GOLD.BARRICK) | 5.61% | 8.21% | 83.45% | - |
 Walgreens (WBA) | 5.31% | 0% | 72.35% | 5/29/2024 |
 Palantir (PLTR) | 3.72% | 0% | 60.24% | 12/19/2024 |
| Alibaba (BABA) | 3.69% | 3.1% | 99.91% | - |
 PayPal (PYPL) | 2.99% | 3.76% | 59.22% | - |
 Foot Locker (FL) | 2.87% | 0% | 65.44% | 3/8/2024 |
 Vanguard Total Bond Market ETF (BND) | 2.76% | 3.16% | 53.75% | - |
 Corsair (CRSR) | 1.9% | 0% | 30.2% | 1/12/2023 |
 Gray Television (GTN) | 1.74% | 1.22% | 74.66% | - |
 Medical Properties Trust (MPW) | 1.3% | 2.12% | 58.53% | - |
 Realty Income (O) | 1.23% | 7.41% | 28.5% | - |
 Warner Bros Discovery (WBD) | 1.13% | 0% | 38.65% | 8/3/2023 |
 Turtle Beach (TBCH) | 0.96% | 0% | 28.92% | 12/27/2022 |
 Amazon (AMZN) | 0.79% | 4.39% | 22.01% | - |
 Occidental (OXY) | 0.72% | 3.46% | 22.1% | - |
 Tattooed Chef Inc (TTCFQ) | 0.63% | 0% | 28.92% | 12/27/2022 |
 Hims & Hers (HIMS) | 0.39% | 2.47% | 13.14% | - |
 Discovery Inc (DISCA) | 0.38% | 0% | 8.62% | 4/12/2022 |
 Vanguard Long-Term Bond ETF (BLV) | 0.37% | 0.84% | 19.97% | - |
 Solana (SOL) | 0.18% | 1.47% | 11.35% | - |
 Carnival (CCL) | 0.18% | 3.92% | 7.42% | - |
 SoFi (SOFI) | 0.16% | 0% | 11.09% | 7/17/2024 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.15% | 0% | 10.15% | 11/15/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.12% | 0% | 7.94% | 6/10/2024 |
 Coca-Cola (KO) | 0.1% | 0% | 2.65% | 1/31/2022 |
 AMC (AMC) | 0.1% | 0% | 3.67% | 10/25/2023 |
 iShares Gold Trust (IAU) | 0.09% | 0% | 11.35% | 6/12/2023 |
 Best Buy (BBY) | 0.05% | 0% | 2.3% | 6/21/2024 |
 Sysco (SYY) | 0.05% | 0% | 2.65% | 6/24/2024 |
 Visa (V) | 0.04% | 0% | 4.01% | 11/14/2024 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.03% | 0% | 2.65% | 8/18/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.03% | 0% | 1.45% | 7/18/2024 |
 Adobe (ADBE) | 0.02% | 2.53% | 0.85% | - |
 XRP (XRP) | 0.01% | 0.74% | 1.19% | - |
 Invesco QQQ (QQQ) | 0.01% | 0.81% | 0.85% | - |
 Bitcoin (BTC) | 0% | 0% | 0.6% | 12/5/2024 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0% | 0% | 0.09% | 2/21/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 7.15% | 23.15% |
| TotalEnergies (TTE.PA) | 8.2% | 9.76% |
| AT&T (T) | 8.34% | 8.18% |
| Vanguard Total Bond Market ETF (BND) | 8.39% | 6.97% |
| Realty Income (O) | 8.5% | 6.72% |
| Barrick (GOLD.BARRICK) | 6.5% | 5.56% |
| PayPal (PYPL) | 4.64% | 5.21% |
| Vanguard Long-Term Bond ETF (BLV) | 5.08% | 4.18% |
| Amazon (AMZN) | 3.47% | 3.94% |
| Occidental (OXY) | 4.86% | 3.73% |
| Alibaba (BABA) | 6.04% | 2.7% |
| Hims & Hers (HIMS) | 2.42% | 2.42% |
| Solana (SOL) | 2.7% | 2.02% |
| Volkswagen (VOW3.DE) | 4.09% | 1.94% |
| Medical Properties Trust (MPW) | 2.57% | 1.24% |
| Gray Television (GTN) | 3.71% | 1.14% |