Portfolio Diversification
Range
Most Diversified
24 instruments
January 8, 2025
Least Diversified
0 instruments
February 2, 2025
Average
15.2 instruments
Most Consistent Holdings
Top 5
META99.87%
AAPL98.54%
AMZN96.01%
GOOG90.95%
MSFT89.88%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 4, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 20.12% | 0% | 99.87% | 2/1/2025 |
| Apple (AAPL) | 11.43% | 0% | 98.54% | 2/1/2025 |
 Invesco QQQ (QQQ) | 9.93% | 0% | 76.83% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 8.25% | 0% | 79.63% | 2/1/2025 |
| Alphabet (GOOG) | 6.13% | 0% | 90.95% | 2/1/2025 |
| Amazon (AMZN) | 5.31% | 0% | 96.01% | 2/1/2025 |
 LVMH (MC.PA) | 4.79% | 0% | 72.44% | 2/1/2025 |
| Microsoft (MSFT) | 4.54% | 0% | 89.88% | 2/1/2025 |
 Builders FirstSource (BLDR) | 4.53% | 0% | 68.44% | 2/1/2025 |
 NVIDIA (NVDA) | 2.97% | 0% | 45.81% | 2/1/2025 |
 Tesla (TSLA) | 2.83% | 0% | 83.36% | 2/1/2025 |
 Bitcoin (BTC) | 2.48% | 0% | 51.66% | 2/1/2025 |
 Disney (DIS) | 1.78% | 0% | 36.88% | 1/5/2024 |
 MercadoLibre (MELI) | 1.66% | 0% | 68.31% | 2/1/2025 |
 Walmart (WMT) | 1.32% | 0% | 54.19% | 2/1/2025 |
 Boston Properties (BXP) | 1.26% | 0% | 26.9% | 8/4/2023 |
 Johnson & Johnson (JNJ) | 1.1% | 0% | 49.67% | 2/1/2025 |
 3M (MMM) | 1.09% | 0% | 6.79% | 3/23/2023 |
 Crowdstrike (CRWD) | 1.07% | 0% | 44.07% | 2/1/2025 |
 Target (TGT) | 1.06% | 0% | 31.03% | 1/9/2024 |
 Devon Energy (DVN) | 1.06% | 0% | 19.44% | 9/1/2023 |
 Celsius (CELH) | 0.89% | 0% | 52.33% | 2/1/2025 |
 ProShares UltraPro QQQ (TQQQ) | 0.83% | 0% | 41.94% | 2/1/2025 |
 CyberArk (CYBR) | 0.76% | 0% | 44.74% | 2/1/2025 |
 Shopify (SHOP) | 0.39% | 0% | 22.77% | 8/5/2024 |
 Caterpillar (CAT) | 0.3% | 0% | 12.52% | 2/1/2025 |
 NextEra (NEE) | 0.28% | 0% | 12.52% | 2/1/2025 |
 Steel Dynamics (STLD) | 0.24% | 0% | 6.39% | 9/1/2023 |
 Visa (V) | 0.22% | 0% | 19.17% | 2/1/2025 |
 Coca-Cola (KO) | 0.21% | 0% | 6.92% | 1/22/2024 |
 Iberdrola (IBE.MC) | 0.12% | 0% | 1.73% | 5/10/2023 |
 Associated Bank (ASB) | 0.11% | 0% | 1.46% | 4/25/2023 |
 Novo-Nordisk (NVO) | 0.08% | 0% | 7.99% | 2/1/2025 |
 Solana (SOL) | 0.04% | 0% | 0.13% | 1/4/2023 |
 Costco (COST) | 0.04% | 0% | 3.33% | 2/1/2025 |
 Porsche (P911.DE) | 0.04% | 0% | 0.13% | 1/4/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.13% | 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% |