Portfolio Diversification
Range
Most Diversified
24 instruments
January 8, 2025
Least Diversified
0 instruments
February 2, 2025
Average
16.9 instruments
Most Consistent Holdings
Top 5
META99.89%
AAPL98.81%
AMZN96.74%
GOOG92.62%
MSFT91.75%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 4, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 18.28% | 10.5% | 99.89% | - |
| Apple (AAPL) | 10.54% | 5.65% | 98.81% | - |
 Invesco QQQ (QQQ) | 10.29% | 11.35% | 81.11% | - |
 SPDR S&P 500 ETF (SPY) | 8.85% | 10.64% | 83.39% | - |
| Alphabet (GOOG) | 6.23% | 6.42% | 92.62% | - |
| Amazon (AMZN) | 5.35% | 5.29% | 96.74% | - |
| Microsoft (MSFT) | 4.55% | 4.69% | 91.75% | - |
 LVMH (MC.PA) | 4.38% | 1.81% | 77.52% | - |
 Builders FirstSource (BLDR) | 4.1% | 1.83% | 74.27% | - |
 NVIDIA (NVDA) | 3.54% | 6.9% | 55.81% | - |
 Tesla (TSLA) | 2.99% | 4.8% | 86.43% | - |
 Bitcoin (BTC) | 2.89% | 4.9% | 60.59% | - |
 Crowdstrike (CRWD) | 1.67% | 4.24% | 54.4% | - |
 MercadoLibre (MELI) | 1.66% | 2.14% | 74.16% | - |
 Walmart (WMT) | 1.54% | 2.16% | 62.65% | - |
 Johnson & Johnson (JNJ) | 1.48% | 2.81% | 58.96% | - |
 Disney (DIS) | 1.45% | 0% | 30.08% | 1/5/2024 |
 Boston Properties (BXP) | 1.03% | 0% | 21.93% | 8/4/2023 |
 ProShares UltraPro QQQ (TQQQ) | 0.92% | 1.41% | 52.66% | - |
 3M (MMM) | 0.89% | 0% | 5.54% | 3/23/2023 |
 Target (TGT) | 0.87% | 0% | 25.3% | 1/9/2024 |
 Devon Energy (DVN) | 0.86% | 0% | 15.85% | 9/1/2023 |
 CyberArk (CYBR) | 0.85% | 1.15% | 54.94% | - |
 Celsius (CELH) | 0.83% | 0.58% | 61.13% | - |
 Caterpillar (CAT) | 0.62% | 2.08% | 28.66% | - |
 NextEra (NEE) | 0.61% | 1.89% | 28.66% | - |
 Costco (COST) | 0.59% | 5.3% | 21.17% | - |
 Visa (V) | 0.36% | 0.88% | 34.09% | - |
 Shopify (SHOP) | 0.31% | 0% | 18.57% | 8/5/2024 |
 Novo-Nordisk (NVO) | 0.21% | 0.6% | 24.97% | - |
 Steel Dynamics (STLD) | 0.19% | 0% | 5.21% | 9/1/2023 |
 Coca-Cola (KO) | 0.17% | 0% | 5.65% | 1/22/2024 |
 Iberdrola (IBE.MC) | 0.1% | 0% | 1.41% | 5/10/2023 |
 Associated Bank (ASB) | 0.09% | 0% | 1.19% | 4/25/2023 |
 Solana (SOL) | 0.04% | 0% | 0.11% | 1/4/2023 |
 Porsche (P911.DE) | 0.03% | 0% | 0.11% | 1/4/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.11% | 6/7/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 13.76% | 12.89% |
| SPDR S&P 500 ETF (SPY) | 12.62% | 11.28% |
| Meta (META) | 2.32% | 8.53% |
| Apple (AAPL) | 7.73% | 8.33% |
| NVIDIA (NVDA) | 6.75% | 6.79% |
| Alphabet (GOOG) | 6.34% | 6.71% |
| Amazon (AMZN) | 6.36% | 6.34% |
| Microsoft (MSFT) | 5.54% | 4.86% |
| Bitcoin (BTC) | 3.44% | 4.84% |
| Tesla (TSLA) | 2.57% | 3.81% |
| Crowdstrike (CRWD) | 4.31% | 3.77% |
| LVMH (MC.PA) | 4.64% | 3.25% |
| Johnson & Johnson (JNJ) | 4.33% | 3.09% |
| Builders FirstSource (BLDR) | 3.43% | 2.69% |
| Caterpillar (CAT) | 3.09% | 2.3% |
| NextEra (NEE) | 3.09% | 2.22% |
| Walmart (WMT) | 1.27% | 1.77% |
| ProShares UltraPro QQQ (TQQQ) | 1.93% | 1.59% |
| CyberArk (CYBR) | 1.21% | 1.25% |
| MercadoLibre (MELI) | 1.2% | 1.15% |
| Novo-Nordisk (NVO) | 1.6% | 0.99% |
| Visa (V) | 1.12% | 0.99% |
| Celsius (CELH) | 1.21% | 0.44% |