Portfolio Diversification
Range
Most Diversified
26 instruments
February 28, 2024
Least Diversified
0 instruments
February 2, 2025
Average
20.8 instruments
Most Consistent Holdings
Top 5
URI99.81%
BTC99.81%
AAPL99.62%
XOM99.62%
NVDA99.62%
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) | 12.08% | 24.28% | 81.72% | - |
 Energy Select Sector SPDR (XLE) | 10.47% | 4.79% | 99.62% | - |
| NVIDIA (NVDA) | 9.32% | 11.95% | 99.62% | - |
| Bitcoin (BTC) | 5.6% | 4.56% | 99.81% | - |
 Supermicro (SMCI) | 4.83% | 3.47% | 69.18% | - |
| ExxonMobil (XOM) | 4.1% | 1.86% | 99.62% | - |
| United Rentals (URI) | 3.86% | 2.47% | 99.81% | - |
 Broadcom (AVGO) | 3.64% | 8.05% | 68.33% | - |
 Realty Income (O) | 3.55% | 4.14% | 67.95% | - |
 MercadoLibre (MELI) | 3.47% | 3.51% | 75.59% | - |
 Martin Marietta (MLM) | 2.96% | 1.73% | 99.62% | - |
 TSMC (TSM) | 2.94% | 4.58% | 78.61% | - |
 Main Street Capital (MAIN) | 2.92% | 3.86% | 66.26% | - |
 Crowdstrike (CRWD) | 2.51% | 3.95% | 67.86% | - |
| Apple (AAPL) | 2.33% | 1.5% | 99.62% | - |
 Petrobras (PBR.A) | 2.1% | 2.03% | 67.58% | - |
 Coca-Cola (KO) | 1.95% | 0% | 85.67% | 7/9/2025 |
 McDonald's (MCD) | 1.92% | 0% | 83.22% | 6/13/2025 |
 Alphabet (GOOGL) | 1.92% | 2.55% | 84.92% | - |
 Microsoft (MSFT) | 1.79% | 1.43% | 85.01% | - |
 iShares MSCI India ETF (INDA) | 1.53% | 0% | 50.8% | 8/1/2025 |
 Simon (SPG) | 1.33% | 1.72% | 66.16% | - |
 SolarEdge (SEDG) | 1.01% | 0% | 29.97% | 6/18/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.7% | 0% | 21.02% | 8/15/2023 |
 Enphase (ENPH) | 0.63% | 0% | 47.5% | 6/13/2025 |
 Lithium Americas (LAC) | 0.55% | 0% | 20.26% | 1/29/2024 |
 NextEra (NEE) | 0.48% | 0% | 12.16% | 11/10/2023 |
 Rigetti (RGTI) | 0.48% | 3.45% | 16.4% | - |
 Cardano (ADA) | 0.32% | 0% | 14.61% | 6/8/2023 |
 ChargePoint (CHPT) | 0.24% | 0% | 14.7% | 6/9/2023 |
 Alibaba (BABA) | 0.18% | 0% | 10.37% | 11/29/2023 |
 Centrus (LEU) | 0.18% | 1.47% | 11.97% | - |
 Global X Uranium ETF (URA) | 0.16% | 1.46% | 11.78% | - |
 iShares Short Treasury Bond ETF (SHV) | 0.16% | 0% | 6.69% | 6/13/2025 |
 Lucid (LCID) | 0.13% | 0% | 9.71% | 4/17/2023 |
 Block Inc. (XYZ) | 0.12% | 0% | 9.71% | 4/17/2023 |
 Marathon Digital (MARA) | 0.11% | 0% | 14.99% | 6/12/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.11% | 0% | 3.2% | 3/15/2024 |
 ASML (ASML) | 0.07% | 0% | 3.2% | 7/17/2025 |
 Nio (NIO) | 0.06% | 0% | 5.47% | 3/1/2023 |
 Vanguard Intermediate-Term Corp (VCIT) | 0.04% | 0% | 1.51% | 3/15/2024 |
 Niu (NIU) | 0.03% | 0% | 5.47% | 3/1/2023 |
 Ethereum (ETH) | 0.01% | 0% | 0.09% | 11/16/2023 |
 Jaguar Health (JAGX) | 0% | 0% | 5% | 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% |