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Portfolio Diversification
Range
Most Diversified
40 instruments
February 25, 2026
Least Diversified
0 instruments
February 2, 2025
Average
21.5 instruments
Most Consistent Holdings
Top 5
URI99.83%
BTC99.83%
XOM99.66%
NVDA99.66%
XLE99.66%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Rolls-Royce (RR.L) | 13.23% | 23.16% | 83.29% | - |
| State Street Energy Select Sector SPDR ETF (XLE) | 9.98% | 5.09% | 99.66% | - |
| NVIDIA (NVDA) | 9.47% | 10.05% | 99.66% | - |
| Bitcoin (BTC) | 5.44% | 3.22% | 99.83% | - |
 Supermicro (SMCI) | 4.59% | 0% | 69.51% | 2/18/2026 |
| ExxonMobil (XOM) | 3.92% | 2.11% | 99.66% | - |
 Broadcom (AVGO) | 3.88% | 5.62% | 71.06% | - |
| United Rentals (URI) | 3.74% | 1.89% | 99.83% | - |
 Realty Income (O) | 3.59% | 3.86% | 70.71% | - |
 MercadoLibre (MELI) | 3.43% | 2.47% | 77.61% | - |
 TSMC (TSM) | 3.09% | 4.44% | 80.36% | - |
 Main Street Capital (MAIN) | 2.97% | 2.94% | 69.16% | - |
 Martin Marietta (MLM) | 2.85% | 1.35% | 99.66% | - |
 Crowdstrike (CRWD) | 2.52% | 0% | 68.82% | 2/24/2026 |
 Apple (AAPL) | 2.24% | 1.14% | 99.57% | - |
 Petrobras (PBR.A) | 2.1% | 2.59% | 70.37% | - |
 Alphabet (GOOGL) | 1.95% | 2.03% | 86.22% | - |
 Coca-Cola (KO) | 1.78% | 0% | 78.29% | 7/9/2025 |
 McDonald's (MCD) | 1.75% | 0% | 76.06% | 6/13/2025 |
 Microsoft (MSFT) | 1.74% | 0.99% | 86.3% | - |
 iShares MSCI India ETF (INDA) | 1.39% | 0% | 46.43% | 8/1/2025 |
 Simon (SPG) | 1.36% | 1.5% | 69.08% | - |
 SolarEdge (SEDG) | 0.92% | 0% | 27.39% | 6/18/2024 |
 Rigetti (RGTI) | 0.64% | 1.67% | 23.6% | - |
 Vanguard S&P 500 ETF (VOO) | 0.64% | 0% | 19.21% | 8/15/2023 |
 Enphase (ENPH) | 0.58% | 0% | 43.41% | 6/13/2025 |
 Lithium Americas (LAC) | 0.5% | 0% | 18.52% | 1/29/2024 |
 NextEra (NEE) | 0.44% | 0% | 11.11% | 11/10/2023 |
 Cardano (ADA) | 0.29% | 0% | 13.35% | 6/8/2023 |
 Centrus (LEU) | 0.27% | 0.98% | 19.55% | - |
 Global X Uranium ETF (URA) | 0.27% | 1.28% | 19.38% | - |
 ChargePoint (CHPT) | 0.22% | 0% | 13.44% | 6/9/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.18% | 3.26% | 5.34% | - |
 Alibaba (BABA) | 0.17% | 0% | 9.47% | 11/29/2023 |
 iShares 0-1 Year Treasury Bond (SHV) | 0.14% | 0% | 6.12% | 6/13/2025 |
 Lucid (LCID) | 0.11% | 0% | 8.87% | 4/17/2023 |
 Block Inc. (XYZ) | 0.11% | 0% | 8.87% | 4/17/2023 |
 Marathon Digital (MARA) | 0.1% | 0% | 13.7% | 6/12/2023 |
 ASML (ASML) | 0.09% | 0.94% | 5.25% | - |
 Rheinmetall (RHM.DE) | 0.07% | 1.76% | 4.82% | - |
 Equinix (EQIX) | 0.07% | 1.93% | 4.31% | - |
 Nebius Group NV (NBIS) | 0.06% | 1.67% | 4.82% | - |
 Nio (NIO) | 0.06% | 0% | 5% | 3/1/2023 |
 Credo (CRDO) | 0.05% | 1.15% | 4.31% | - |
 Invesco Solar ETF (TAN) | 0.04% | 1.13% | 4.05% | - |
 Vanguard Intermediate-Term Corp (VCIT) | 0.04% | 0% | 1.38% | 3/15/2024 |
 WhiteFiber Inc (WYFI) | 0.04% | 0.64% | 4.82% | - |
 Netflix (NFLX) | 0.03% | 1.12% | 3.36% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 0.03% | 0.96% | 3.01% | - |
 Niu (NIU) | 0.03% | 0% | 5% | 3/1/2023 |
 iShares Core MSCI EAFE ETF (IEFA) | 0.02% | 0.76% | 3.01% | - |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.02% | 0.45% | 4.31% | - |
 VanEck Vectors Gold Miners ETF (GDX) | 0.02% | 1% | 1.81% | - |
 Global X Silver Miners ETF (SIL) | 0.02% | 0.98% | 1.81% | - |
 iShares Global clean energy ETF (ICLN) | 0.02% | 0.63% | 3.01% | - |
 Iris Energy Ltd (IREN.RTH) | 0.02% | 0.67% | 4.82% | - |
 United States Copper Index Fund (CPER) | 0.02% | 0.93% | 1.89% | - |
 Iris Energy (IREN) | 0.02% | 0% | 2.5% | 2/18/2026 |
 Cameco (CCJ) | 0.01% | 0.61% | 2.33% | - |
 UEC (UEC) | 0.01% | 0.55% | 2.33% | - |
 MP Materials (MP) | 0.01% | 0.46% | 3.01% | - |
 Ethereum (ETH) | 0.01% | 0% | 0.09% | 11/16/2023 |
 Jaguar Health (JAGX) | 0% | 0% | 4.57% | 2/24/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 15.81% | 26.32% |
| NVIDIA (NVDA) | 4.32% | 12.33% |
| Broadcom (AVGO) | 4.32% | 7.2% |
| TSMC (TSM) | 3.46% | 4.77% |
| State Street Energy Select Sector SPDR ETF (XLE) | 4.32% | 4.71% |
| Bitcoin (BTC) | 3.89% | 4.51% |
| Realty Income (O) | 8.72% | 4.04% |
| Main Street Capital (MAIN) | 6.24% | 3.87% |
| Crowdstrike (CRWD) | 4.32% | 3.65% |
| MercadoLibre (MELI) | 5.32% | 3.45% |
| Supermicro (SMCI) | 6.48% | 2.96% |
| Rigetti (RGTI) | 3.22% | 2.75% |
| United Rentals (URI) | 2.16% | 2.53% |
| Alphabet (GOOGL) | 2.18% | 2.51% |
| Petrobras (PBR.A) | 5.78% | 2.01% |
| ExxonMobil (XOM) | 2.16% | 1.94% |
| Simon (SPG) | 3.03% | 1.76% |
| Martin Marietta (MLM) | 2.16% | 1.75% |
| Apple (AAPL) | 1.73% | 1.47% |
| Microsoft (MSFT) | 2.16% | 1.44% |
| Centrus (LEU) | 2.59% | 1.35% |
| Global X Uranium ETF (URA) | 2.61% | 1.31% |
Cash & Instruments Over Time
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