Portfolio Diversification
Range
Most Diversified
26 instruments
February 28, 2024
Least Diversified
0 instruments
February 2, 2025
Average
20.3 instruments
Most Consistent Holdings
Top 5
AAPL99.88%
KO99.88%
MCD99.88%
XOM99.88%
NVDA99.88%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Energy Select Sector SPDR (XLE) | 12.05% | 6.02% | 99.88% | - |
 Rolls-Royce (RR.L) | 9.02% | 20.27% | 76.84% | - |
| NVIDIA (NVDA) | 8.77% | 9.4% | 99.88% | - |
 Bitcoin (BTC) | 5.52% | 6.04% | 99.88% | - |
 Supermicro (SMCI) | 4.86% | 4.46% | 60.68% | - |
| ExxonMobil (XOM) | 4.72% | 2.42% | 99.88% | - |
 United Rentals (URI) | 4.18% | 2.59% | 99.88% | - |
 Realty Income (O) | 3.32% | 5.85% | 59.23% | - |
 Martin Marietta (MLM) | 3.3% | 1.94% | 99.88% | - |
 MercadoLibre (MELI) | 3.25% | 5.03% | 69.12% | - |
 Broadcom (AVGO) | 2.84% | 4.99% | 59.59% | - |
 TSMC (TSM) | 2.66% | 3.34% | 72.98% | - |
| Apple (AAPL) | 2.61% | 1.49% | 99.88% | - |
 Main Street Capital (MAIN) | 2.6% | 4.78% | 57.06% | - |
| Coca-Cola (KO) | 2.38% | 1.49% | 99.88% | - |
| McDonald's (MCD) | 2.37% | 1.39% | 99.88% | - |
 Crowdstrike (CRWD) | 2.12% | 4.1% | 58.99% | - |
 Petrobras (PBR.A) | 2.08% | 2.71% | 58.87% | - |
 Alphabet (GOOGL) | 1.95% | 1.7% | 81.06% | - |
 Microsoft (MSFT) | 1.86% | 1.54% | 81.06% | - |
 iShares MSCI India ETF (INDA) | 1.64% | 3.11% | 52.47% | - |
 SolarEdge (SEDG) | 1.29% | 0% | 38.36% | 6/18/2024 |
 Simon (SPG) | 1.23% | 2.01% | 57.06% | - |
 Vanguard S&P 500 ETF (VOO) | 0.89% | 0% | 26.9% | 8/15/2023 |
 Enphase (ENPH) | 0.77% | 0.79% | 54.16% | - |
 Lithium Americas (LAC) | 0.71% | 0% | 25.93% | 1/29/2024 |
 NextEra (NEE) | 0.61% | 0% | 15.56% | 11/10/2023 |
 Cardano (ADA) | 0.41% | 0% | 18.7% | 6/8/2023 |
 ChargePoint (CHPT) | 0.31% | 0% | 18.82% | 6/9/2023 |
 Alibaba (BABA) | 0.23% | 0% | 13.27% | 11/29/2023 |
 Lucid (LCID) | 0.16% | 0% | 12.42% | 4/17/2023 |
 Block Inc. (XYZ) | 0.15% | 0% | 12.42% | 4/17/2023 |
 Marathon Digital (MARA) | 0.14% | 0% | 19.18% | 6/12/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.14% | 0% | 4.1% | 3/15/2024 |
 Nio (NIO) | 0.08% | 0% | 7% | 3/1/2023 |
 Vanguard Intermediate-Term Corp (VCIT) | 0.05% | 0% | 1.93% | 3/15/2024 |
 iShares Short Treasury Bond ETF (SHV) | 0.05% | 2.5% | 1.93% | - |
 Niu (NIU) | 0.04% | 0% | 7% | 3/1/2023 |
 Ethereum (ETH) | 0.01% | 0% | 0.12% | 11/16/2023 |
 Jaguar Health (JAGX) | 0% | 0% | 6.39% | 2/24/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 10.87% | 15.17% |
| NVIDIA (NVDA) | 4.45% | 12.2% |
| Broadcom (AVGO) | 4.45% | 6.62% |
| Bitcoin (BTC) | 4% | 6.55% |
| Energy Select Sector SPDR (XLE) | 4.45% | 6.2% |
| Realty Income (O) | 8.97% | 5.25% |
| Main Street Capital (MAIN) | 6.41% | 5.16% |
| TSMC (TSM) | 3.56% | 4.26% |
| Supermicro (SMCI) | 6.67% | 4.23% |
| MercadoLibre (MELI) | 5.47% | 4% |
| Crowdstrike (CRWD) | 4.45% | 3.66% |
| iShares MSCI India ETF (INDA) | 4.89% | 3.07% |
| United Rentals (URI) | 2.22% | 3.02% |
| Petrobras (PBR.A) | 5.95% | 2.9% |
| ExxonMobil (XOM) | 2.22% | 2.39% |
| Simon (SPG) | 3.11% | 2.25% |
| Alphabet (GOOGL) | 2.25% | 2.09% |
| Martin Marietta (MLM) | 2.22% | 1.99% |
| Apple (AAPL) | 1.78% | 1.86% |
| Microsoft (MSFT) | 2.22% | 1.73% |
| McDonald's (MCD) | 1.78% | 1.27% |
| Coca-Cola (KO) | 1.8% | 1.24% |
| Enphase (ENPH) | 2.67% | 1.01% |