Portfolio Diversification
Range
Most Diversified
70 instruments
August 2, 2025
Least Diversified
0 instruments
February 2, 2025
Average
29.6 instruments
Most Consistent Holdings
Top 5
GOOG99.92%
AMZN99.92%
NVDA96.04%
V81.42%
AAPL76.09%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 8.85% | 6.29% | 99.92% | - |
| Amazon (AMZN) | 7.14% | 4.75% | 99.92% | - |
 Microsoft (MSFT) | 6.94% | 4.56% | 74.79% | - |
| NVIDIA (NVDA) | 6.84% | 4.01% | 96.04% | - |
 Meta (META) | 5.78% | 1.94% | 73.42% | - |
| Apple (AAPL) | 5.27% | 4.25% | 76.09% | - |
 Invesco QQQ (QQQ) | 4.16% | 1.94% | 66.95% | - |
 Tesla (TSLA) | 3.27% | 0.59% | 68.7% | - |
 Technology Select Sector SPDR (XLK) | 3.08% | 0% | 32.67% | 3/30/2023 |
 Berkshire Hathaway (BRK.B) | 2.87% | 3.41% | 73.88% | - |
 SPDR S&P 500 ETF (SPY) | 2.56% | 2.16% | 56.66% | - |
| Visa (V) | 2.41% | 2.08% | 81.42% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 1.6% | 0% | 32.37% | 3/30/2023 |
 Bitcoin (BTC) | 1.56% | 1.56% | 35.42% | - |
 Oracle (ORCL) | 1.29% | 0% | 59.71% | 7/22/2025 |
 Ethereum (ETH) | 1.16% | 0% | 31.84% | 8/15/2025 |
 Energy Select Sector SPDR (XLE) | 1.11% | 0% | 28.18% | 2/2/2023 |
 UnitedHealth (UNH) | 1.05% | 0% | 31.68% | 2/15/2024 |
 Intel (INTC) | 1.02% | 0% | 33.28% | 4/12/2024 |
 Disney (DIS) | 0.92% | 0% | 57.35% | 1/21/2025 |
 Cardano (ADA) | 0.86% | 0% | 25.29% | 12/20/2022 |
 PepsiCo (PEP) | 0.81% | 2.83% | 42.8% | - |
 First BanCorp (FBP) | 0.78% | 0% | 32.14% | 3/30/2023 |
 Chipotle (CMG) | 0.78% | 0% | 32.67% | 3/30/2023 |
 Vanguard Total Stock Market ETF (VTI) | 0.76% | 0% | 32.37% | 3/30/2023 |
 TSMC (TSM) | 0.7% | 0.31% | 50.34% | - |
 Build and Build (BNB) | 0.65% | 0% | 25.29% | 12/20/2022 |
 Catalyst Pharmaceuticals (CPRX) | 0.64% | 0% | 27.49% | 1/23/2023 |
 TRON (TRX) | 0.62% | 0% | 25.29% | 12/20/2022 |
 Industrial Select Sector SPDR (XLI) | 0.61% | 0% | 32.37% | 3/30/2023 |
 SPDR Gold (GLD) | 0.6% | 3.9% | 13.18% | - |
 Costco (COST) | 0.59% | 1.34% | 35.26% | - |
 KraneShares Global Carbon ETF (KRBN) | 0.58% | 0% | 32.14% | 3/30/2023 |
 T-Mobile (TMUS) | 0.55% | 4.37% | 14.32% | - |
 Vanguard Information Technology (VGT) | 0.54% | 0% | 32.37% | 3/30/2023 |
 Eli Lilly (LLY) | 0.53% | 1.98% | 24.3% | - |
 Alibaba (BABA) | 0.51% | 0% | 30.08% | 9/2/2025 |
 SSR Mining (SSRM) | 0.44% | 0% | 31.68% | 3/30/2023 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.42% | 0% | 32.14% | 3/30/2023 |
 Johnson & Johnson (JNJ) | 0.42% | 0% | 31.68% | 2/15/2024 |
 ICICI Bank (IBN) | 0.41% | 0% | 31.68% | 3/30/2023 |
 Popular (BPOP) | 0.41% | 0% | 32.37% | 3/30/2023 |
 AMETEK (AME) | 0.4% | 0% | 32.37% | 3/30/2023 |
 Walmart (WMT) | 0.4% | 2.82% | 19.12% | - |
 AutoNation (AN) | 0.4% | 0% | 26.58% | 1/11/2023 |
 Ashland (ASH) | 0.38% | 0% | 25.97% | 1/3/2023 |
 Silicon Motion (SIMO) | 0.38% | 0% | 25.97% | 3/30/2023 |
 Salesforce (CRM) | 0.38% | 0% | 32.37% | 3/30/2023 |
 UMC (UMC) | 0.37% | 0% | 29.09% | 3/30/2023 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0.36% | 0% | 32.14% | 3/30/2023 |
 Liberty Global (LBTYK) | 0.36% | 0% | 31.68% | 3/30/2023 |
 Catalent (CTLT) | 0.34% | 0% | 32.37% | 3/30/2023 |
 Globant (GLOB) | 0.33% | 0% | 32.29% | 3/30/2023 |
 Gerdau (GGB) | 0.3% | 0% | 25.97% | 3/30/2023 |
 Onto Innovation (ONTO) | 0.3% | 0% | 25.44% | 3/23/2023 |
 Micron (MU) | 0.3% | 1.66% | 13.02% | - |
 Texas Instruments (TXN) | 0.27% | 1.47% | 12.95% | - |
 Adecoagro (AGRO) | 0.27% | 0% | 25.97% | 3/30/2023 |
 Solana (SOL) | 0.25% | 0.39% | 28.87% | - |
 Uber (UBER) | 0.25% | 0.19% | 17.29% | - |
 Cadence (CDNS) | 0.23% | 0% | 17.67% | 8/20/2025 |
 iShares Silver Trust (SLV) | 0.23% | 1.31% | 9.98% | - |
 GM (GM) | 0.22% | 0% | 31.68% | 3/30/2023 |
 AppLovin (APP) | 0.21% | 0% | 11.88% | 6/5/2025 |
 Doximity (DOCS) | 0.21% | 2.92% | 14.55% | - |
 Shopify (SHOP) | 0.19% | 0% | 33.21% | 8/7/2025 |
 iShares US Technology ETF (IYW) | 0.18% | 0% | 7.84% | 2/3/2025 |
 Warner Bros Discovery (WBD) | 0.17% | 0% | 29.02% | 2/15/2024 |
 ExxonMobil (XOM) | 0.15% | 0% | 7.84% | 4/3/2023 |
 CoStar (CSGP) | 0.14% | 0% | 11.27% | 8/12/2025 |
 Nu (NU) | 0.13% | 3.01% | 6.47% | - |
 Broadcom (AVGO) | 0.12% | 2.24% | 8.83% | - |
 Mastercard (MA) | 0.11% | 0.58% | 9.6% | - |
 AMD (AMD) | 0.11% | 1.62% | 10.81% | - |
 AEP (AEP) | 0.11% | 1.33% | 10.36% | - |
 Coca-Cola (KO) | 0.1% | 4.11% | 8.15% | - |
 Coca-Cola Europacific (CCEP) | 0.1% | 0.19% | 13.02% | - |
 Monster Beverage (MNST) | 0.09% | 0.98% | 11.96% | - |
 Synopsys (SNPS) | 0.09% | 0.74% | 16.91% | - |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.09% | 4.33% | 12.64% | - |
 AT&T (T) | 0.09% | 0% | 25.59% | 2/15/2024 |
 PDD Holdings (PDD) | 0.09% | 0.6% | 12.64% | - |
 Avid Technology Inc. (AVID) | 0.08% | 0% | 6.4% | 3/30/2022 |
 Darling (DAR) | 0.08% | 0% | 6.4% | 3/30/2022 |
 Netflix (NFLX) | 0.08% | 1.16% | 8.83% | - |
 DexCom (DXCM) | 0.08% | 0.54% | 16.91% | - |
 AstraZeneca (AZN) | 0.07% | 0.82% | 13.48% | - |
 Barclays (BCS) | 0.07% | 0% | 11.88% | 8/29/2025 |
 Corcept Therapeutics (CORT) | 0.06% | 0.81% | 11.58% | - |
 Intuitive Surgical (ISRG) | 0.06% | 0.68% | 9.98% | - |
 Mondelez (MDLZ) | 0.05% | 0.36% | 12.49% | - |
 Fastenal (FAST) | 0.05% | 0% | 13.1% | 9/5/2025 |
 Crown (CCK) | 0.04% | 0% | 3.27% | 2/16/2022 |
 Dell (DELL) | 0.04% | 0% | 3.27% | 2/16/2022 |
 Lam Research (LRCX) | 0.04% | 0.39% | 5.64% | - |
 Danaos (DAC) | 0.04% | 0% | 3.12% | 3/30/2022 |
 ARM (ARM) | 0.04% | 0.69% | 5.56% | - |
 CIBC (CM) | 0.04% | 0% | 2.59% | 2/7/2022 |
 Exelon (EXC) | 0.04% | 0% | 2.28% | 4/4/2025 |
 Datadog (DDOG) | 0.03% | 0.72% | 4.65% | - |
 Schwab International Equity ETF (SCHF) | 0.03% | 3.5% | 1.37% | - |
 Palantir (PLTR) | 0.03% | 0% | 8.38% | 8/15/2025 |
 Alexandria (ARE) | 0.03% | 0% | 4.42% | 4/3/2023 |
 Gilead Sciences (GILD) | 0.03% | 0.2% | 13.48% | - |
 Novo-Nordisk (NVO) | 0.02% | 0.76% | 3.58% | - |
 Trade Desk (TTD) | 0.02% | 0% | 5.94% | 8/1/2025 |
 S&P Global (SPGI) | 0.02% | 0.4% | 5.48% | - |
 Verizon (VZ) | 0.02% | 0.68% | 3.43% | - |
 Copart (CPRT) | 0.02% | 0.42% | 6.55% | - |
 Supermicro (SMCI) | 0.02% | 0% | 1.37% | 7/31/2025 |
 GameStop (GME) | 0.02% | 0.14% | 10.97% | - |
 CoreWeave Inc (CRWV) | 0.02% | 0.34% | 4.65% | - |
 NXP (NXPI) | 0.02% | 0.39% | 4.72% | - |
 Applied Materials (AMAT) | 0.02% | 0.33% | 4.72% | - |
 KLA (KLAC) | 0.02% | 0.38% | 4.42% | - |
 Crowdstrike (CRWD) | 0.01% | 0.34% | 3.88% | - |
 Global X Uranium ETF (URA) | 0.01% | 0.4% | 3.58% | - |
 Coinbase (COIN) | 0.01% | 0.15% | 6.09% | - |
 Cintas (CTAS) | 0.01% | 0% | 6.02% | 7/2/2025 |
 Danaher (DHR) | 0.01% | 0% | 0.99% | 1/3/2023 |
 Nike (NKE) | 0.01% | 0% | 1.52% | 8/21/2025 |
 Medpace (MEDP) | 0.01% | 0.45% | 2.82% | - |
 Lululemon (LULU) | 0.01% | 0.33% | 2.82% | - |
 IDEXX (IDXX) | 0.01% | 0.78% | 1.37% | - |
 Wells Fargo (WFC) | 0.01% | 0% | 2.36% | 7/28/2025 |
 Pfizer (PFE) | 0.01% | 0% | 4.49% | 4/3/2023 |
 Schlumberger (SLB) | 0.01% | 0% | 4.11% | 3/30/2023 |
 Charter (CHTR) | 0.01% | 0% | 3.81% | 5/22/2025 |
 American Airlines (AAL) | 0.01% | 0% | 2.13% | 5/13/2025 |
 ON Semiconductor (ON) | 0.01% | 0% | 1.98% | 7/22/2025 |
 Invesco (IVZ.US) | 0.01% | 0.48% | 1.83% | - |
 TD Synnex (SNX.US) | 0.01% | 0% | 4.11% | 3/30/2023 |
 Zscaler (ZS) | 0.01% | 0% | 1.52% | 5/29/2025 |
 Ford (F) | 0.01% | 0% | 2.89% | 5/23/2025 |
 Ionq (IONQ) | 0.01% | 0.19% | 3.58% | - |
 Rigetti (RGTI) | 0.01% | 0% | 1.75% | 1/22/2025 |
 XRP (XRP) | 0.01% | 0.18% | 2.97% | - |
 Vertex (VRTX) | 0% | 0% | 1.07% | 2/28/2025 |
 IOTA (MIOTA) | 0% | 0% | 0.3% | 1/4/2022 |
 Ethereum Classic (ETC) | 0% | 0% | 0.3% | 1/4/2022 |
 iShares China Large-Cap ETF (FXI) | 0% | 0% | 0.53% | 3/10/2025 |
 Bit Digital (BTBT) | 0% | 0% | 0.46% | 7/7/2025 |
 CRISPR Therapeutics (CRSP) | 0% | 0% | 0.08% | 7/23/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 11.43% | 10.44% |
| Meta (META) | 10.06% | 9.86% |
| Microsoft (MSFT) | 8.22% | 7.98% |
| Alphabet (GOOG) | 7.31% | 7.94% |
| Apple (AAPL) | 6.86% | 7.18% |
| SPDR S&P 500 ETF (SPY) | 7.31% | 7.12% |
| Amazon (AMZN) | 5.49% | 6.09% |
| Tesla (TSLA) | 3.17% | 5.12% |
| Invesco QQQ (QQQ) | 5.03% | 5.03% |
| Berkshire Hathaway (BRK.B) | 5.03% | 4.79% |
| Texas Instruments (TXN) | 2.97% | 2.75% |
| Disney (DIS) | 2.29% | 2.53% |
| Micron (MU) | 3.2% | 2.47% |
| Costco (COST) | 2.29% | 2.28% |
| iShares US Technology ETF (IYW) | 2.29% | 2.26% |
| Eli Lilly (LLY) | 2.51% | 2.21% |
| Broadcom (AVGO) | 2.29% | 2.2% |
| Oracle (ORCL) | 2.29% | 2.11% |
| Visa (V) | 1.83% | 1.96% |
| AMD (AMD) | 1.14% | 0.94% |
| Cadence (CDNS) | 0.91% | 0.88% |
| AppLovin (APP) | 0.91% | 0.85% |
| TSMC (TSM) | 0.46% | 0.46% |
| Rigetti (RGTI) | 0.46% | 0.39% |