Portfolio Diversification
Range
Most Diversified
21 instruments
April 22, 2025
Least Diversified
0 instruments
February 2, 2025
Average
14.6 instruments
Most Consistent Holdings
Top 5
META99.92%
BABA99.92%
TTE.PA99.92%
VOW3.DE98.5%
T91.94%
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 |
|---|---|---|---|---|
| Meta (META) | 18.61% | 25.72% | 99.92% | - |
| TotalEnergies (TTE.PA) | 10.89% | 9.21% | 99.92% | - |
| AT&T (T) | 7.8% | 8.19% | 91.94% | - |
| Volkswagen (VOW3.DE) | 6.23% | 1.51% | 98.5% | - |
 Barrick (B) | 5.72% | 7.06% | 84.66% | - |
 Dropbox (DBX) | 5.67% | 0% | 63.08% | 4/8/2024 |
 Walgreens (WBA) | 4.92% | 0% | 67.04% | 5/29/2024 |
| Alibaba (BABA) | 3.63% | 2.87% | 99.92% | - |
 Palantir (PLTR) | 3.45% | 0% | 55.81% | 12/19/2024 |
 PayPal (PYPL) | 3.05% | 3.61% | 62.21% | - |
 Vanguard Total Bond Market ETF (BND) | 2.68% | 1.55% | 57.15% | - |
 Foot Locker (FL) | 2.66% | 0% | 60.63% | 3/8/2024 |
 Corsair (CRSR) | 1.76% | 0% | 27.98% | 1/12/2023 |
 Gray Television (GTN) | 1.71% | 1.57% | 76.52% | - |
 Realty Income (O) | 1.62% | 6.36% | 33.75% | - |
 Medical Properties Trust (MPW) | 1.32% | 1.33% | 61.58% | - |
 Amazon (AMZN) | 1.11% | 5.51% | 27.75% | - |
 Warner Bros Discovery (WBD) | 1.05% | 0% | 35.81% | 8/3/2023 |
 Occidental (OXY) | 0.94% | 3.72% | 27.83% | - |
 Turtle Beach (TBCH) | 0.89% | 0% | 26.8% | 12/27/2022 |
 Hims & Hers (HIMS) | 0.64% | 3.52% | 19.53% | - |
 Tattooed Chef Inc (TTCFQ) | 0.58% | 0% | 26.8% | 12/27/2022 |
 Carnival (CCL) | 0.5% | 5.4% | 14.23% | - |
 Vanguard Long-Term Bond ETF (BLV) | 0.4% | 0.7% | 25.85% | - |
 Discovery Inc (DISCA) | 0.36% | 0% | 7.98% | 4/12/2022 |
 Solana (SOL) | 0.31% | 2.26% | 17.87% | - |
 Adobe (ADBE) | 0.2% | 2.23% | 8.14% | - |
 Alphabet (GOOG) | 0.19% | 2.83% | 7.19% | - |
 SoFi (SOFI) | 0.15% | 0% | 10.28% | 7/17/2024 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.14% | 0% | 9.41% | 11/15/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.11% | 0% | 7.35% | 6/10/2024 |
 Coca-Cola (KO) | 0.09% | 0% | 2.45% | 1/31/2022 |
 AMC (AMC) | 0.09% | 0% | 3.4% | 10/25/2023 |
 iShares Gold Trust (IAU) | 0.08% | 0% | 10.51% | 6/12/2023 |
 Invesco QQQ (QQQ) | 0.07% | 0.85% | 7.98% | - |
 Best Buy (BBY) | 0.05% | 0% | 2.13% | 6/21/2024 |
 Sysco (SYY) | 0.04% | 0% | 2.45% | 6/24/2024 |
 Visa (V) | 0.04% | 0% | 3.72% | 11/14/2024 |
 XRP (XRP) | 0.03% | 0% | 4.58% | 6/2/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.03% | 0% | 2.45% | 8/18/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.03% | 0% | 1.34% | 7/18/2024 |
 Bitcoin (BTC) | 0% | 0% | 0.55% | 12/5/2024 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0% | 0% | 0.08% | 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 (B) | 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% |