Portfolio Diversification
Range
Most Diversified
70 instruments
August 2, 2025
Least Diversified
0 instruments
February 2, 2025
Average
30.8 instruments
Most Consistent Holdings
Top 5
GOOG99.79%
AMZN99.79%
NVDA96.07%
V82.44%
AAPL77.44%
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) | 8.59% | 4.17% | 99.79% | - |
| Amazon (AMZN) | 6.92% | 3.12% | 99.79% | - |
 Microsoft (MSFT) | 6.84% | 5.63% | 76.23% | - |
| NVIDIA (NVDA) | 6.66% | 3.92% | 96.07% | - |
 Meta (META) | 5.66% | 5.98% | 74.95% | - |
| Apple (AAPL) | 5.02% | 0.42% | 77.44% | - |
 Invesco QQQ (QQQ) | 3.99% | 0.34% | 68.81% | - |
 Tesla (TSLA) | 3.07% | 0.21% | 68.24% | - |
 Berkshire Hathaway (BRK.B) | 2.98% | 5.25% | 75.37% | - |
 Technology Select Sector SPDR (XLK) | 2.88% | 0% | 30.62% | 3/30/2023 |
 SPDR S&P 500 ETF (SPY) | 2.51% | 0.41% | 59.24% | - |
| Visa (V) | 2.38% | 1.92% | 82.44% | - |
 Bitcoin (BTC) | 1.71% | 4.71% | 39.33% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 1.5% | 0% | 30.34% | 3/30/2023 |
 Ethereum (ETH) | 1.23% | 3.89% | 35.76% | - |
 Oracle (ORCL) | 1.21% | 0% | 55.96% | 7/22/2025 |
 Energy Select Sector SPDR (XLE) | 1.04% | 0% | 26.41% | 2/2/2023 |
 SPDR Gold (GLD) | 1.04% | 10.43% | 18.49% | - |
 UnitedHealth (UNH) | 0.98% | 0% | 29.69% | 2/15/2024 |
 Intel (INTC) | 0.97% | 0% | 32.69% | 10/13/2025 |
 PepsiCo (PEP) | 0.86% | 0.35% | 46.25% | - |
 Disney (DIS) | 0.86% | 0% | 53.75% | 1/21/2025 |
 Cardano (ADA) | 0.81% | 0% | 23.7% | 12/20/2022 |
 TSMC (TSM) | 0.75% | 4.34% | 51.11% | - |
 T-Mobile (TMUS) | 0.73% | 3.29% | 19.56% | - |
 First BanCorp (FBP) | 0.73% | 0% | 30.12% | 3/30/2023 |
 Chipotle (CMG) | 0.73% | 0% | 30.62% | 3/30/2023 |
 Vanguard Total Stock Market ETF (VTI) | 0.72% | 0% | 30.34% | 3/30/2023 |
 Eli Lilly (LLY) | 0.63% | 0.95% | 28.91% | - |
 Costco (COST) | 0.63% | 1.22% | 39.19% | - |
 Build and Build (BNB) | 0.61% | 0% | 23.7% | 12/20/2022 |
 Catalyst Pharmaceuticals (CPRX) | 0.6% | 0% | 25.77% | 1/23/2023 |
 TRON (TRX) | 0.58% | 0% | 23.7% | 12/20/2022 |
 Industrial Select Sector SPDR (XLI) | 0.57% | 0% | 30.34% | 3/30/2023 |
 KraneShares Global Carbon ETF (KRBN) | 0.54% | 0% | 30.12% | 3/30/2023 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.52% | 9.36% | 17.99% | - |
 Vanguard Information Technology (VGT) | 0.5% | 0% | 30.34% | 3/30/2023 |
 Alibaba (BABA) | 0.48% | 0% | 28.19% | 9/2/2025 |
 Walmart (WMT) | 0.48% | 0.21% | 24.05% | - |
 SSR Mining (SSRM) | 0.41% | 0% | 29.69% | 3/30/2023 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.39% | 0% | 30.12% | 3/30/2023 |
 Johnson & Johnson (JNJ) | 0.39% | 0% | 29.69% | 2/15/2024 |
 ICICI Bank (IBN) | 0.38% | 0% | 29.69% | 3/30/2023 |
 Popular (BPOP) | 0.38% | 0% | 30.34% | 3/30/2023 |
 AMETEK (AME) | 0.37% | 0% | 30.34% | 3/30/2023 |
 AutoNation (AN) | 0.37% | 0% | 24.91% | 1/11/2023 |
 Ashland (ASH) | 0.36% | 0% | 24.34% | 1/3/2023 |
 Silicon Motion (SIMO) | 0.36% | 0% | 24.34% | 3/30/2023 |
 Salesforce (CRM) | 0.35% | 0% | 30.34% | 3/30/2023 |
 UMC (UMC) | 0.34% | 0% | 27.27% | 3/30/2023 |
 Texas Instruments (TXN) | 0.34% | 1.36% | 18.27% | - |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0.33% | 0% | 30.12% | 3/30/2023 |
 Solana (SOL) | 0.33% | 2.32% | 32.91% | - |
 Liberty Global (LBTYK) | 0.33% | 0% | 29.69% | 3/30/2023 |
 Broadcom (AVGO) | 0.32% | 1.3% | 14.28% | - |
 Catalent (CTLT) | 0.31% | 0% | 30.34% | 3/30/2023 |
 Globant (GLOB) | 0.31% | 0% | 30.26% | 3/30/2023 |
 Micron (MU) | 0.29% | 0% | 13.06% | 9/19/2025 |
 Gerdau (GGB) | 0.28% | 0% | 24.34% | 3/30/2023 |
 Onto Innovation (ONTO) | 0.28% | 0% | 23.84% | 3/23/2023 |
 AMD (AMD) | 0.28% | 1.29% | 16.27% | - |
 Adecoagro (AGRO) | 0.26% | 0% | 24.34% | 3/30/2023 |
 Coca-Cola (KO) | 0.25% | 0% | 10.71% | 10/21/2025 |
 Uber (UBER) | 0.23% | 0% | 17.99% | 10/2/2025 |
 iShares Silver Trust (SLV) | 0.23% | 0% | 10.21% | 9/19/2025 |
 Doximity (DOCS) | 0.22% | 0% | 14.49% | 9/19/2025 |
 Cadence (CDNS) | 0.22% | 0% | 16.56% | 8/20/2025 |
 GM (GM) | 0.21% | 0% | 29.69% | 3/30/2023 |
 AppLovin (APP) | 0.2% | 0% | 11.13% | 6/5/2025 |
 Nu (NU) | 0.2% | 0.56% | 12.13% | - |
 Shopify (SHOP) | 0.18% | 0% | 31.12% | 8/7/2025 |
 iShares US Technology ETF (IYW) | 0.17% | 0% | 7.35% | 2/3/2025 |
 ARM (ARM) | 0.16% | 1.99% | 11.35% | - |
 Mastercard (MA) | 0.16% | 0.88% | 15.13% | - |
 Warner Bros Discovery (WBD) | 0.16% | 0% | 27.19% | 2/15/2024 |
 Netflix (NFLX) | 0.14% | 0.93% | 14.42% | - |
 ExxonMobil (XOM) | 0.14% | 0% | 7.35% | 4/3/2023 |
 CoStar (CSGP) | 0.14% | 0% | 10.56% | 8/12/2025 |
 AEP (AEP) | 0.12% | 0% | 11.42% | 10/1/2025 |
 ASML (ASML) | 0.12% | 5.75% | 3.78% | - |
 Synopsys (SNPS) | 0.12% | 0.55% | 21.98% | - |
 DexCom (DXCM) | 0.1% | 0.42% | 21.98% | - |
 Coca-Cola Europacific (CCEP) | 0.1% | 0% | 15.35% | 10/22/2025 |
 Monster Beverage (MNST) | 0.09% | 0% | 12.06% | 9/19/2025 |
 Palantir (PLTR) | 0.09% | 0.39% | 11.92% | - |
 PDD Holdings (PDD) | 0.09% | 0% | 13.42% | 9/29/2025 |
 AstraZeneca (AZN) | 0.09% | 0% | 14.35% | 10/1/2025 |
 AT&T (T) | 0.08% | 0% | 23.98% | 2/15/2024 |
 Avid Technology Inc. (AVID) | 0.08% | 0% | 6% | 3/30/2022 |
 Darling (DAR) | 0.08% | 0% | 6% | 3/30/2022 |
 Dell (DELL) | 0.08% | 0.97% | 6.64% | - |
 Intuitive Surgical (ISRG) | 0.08% | 0% | 12.63% | 10/24/2025 |
 CoreWeave Inc (CRWV) | 0.07% | 0.71% | 10.49% | - |
 Vistra (VST) | 0.07% | 1.21% | 5.28% | - |
 Mondelez (MDLZ) | 0.07% | 0.31% | 17.84% | - |
 Corcept Therapeutics (CORT) | 0.07% | 0% | 11.71% | 9/19/2025 |
 Schwab International Equity ETF (SCHF) | 0.06% | 0% | 2.43% | 9/23/2025 |
 Barclays (BCS) | 0.06% | 0% | 11.13% | 8/29/2025 |
 The Graph (GRT) | 0.06% | 1.22% | 4.07% | - |
 Datadog (DDOG) | 0.05% | 0% | 6.42% | 10/6/2025 |
 Lam Research (LRCX) | 0.04% | 0% | 6.14% | 9/19/2025 |
 S&P Global (SPGI) | 0.04% | 0.36% | 11.28% | - |
 Fastenal (FAST) | 0.04% | 0% | 12.28% | 9/5/2025 |
 Crown (CCK) | 0.04% | 0% | 3.07% | 2/16/2022 |
 Novo-Nordisk (NVO) | 0.04% | 0.27% | 9.49% | - |
 NXP (NXPI) | 0.04% | 1.95% | 7.21% | - |
 Danaos (DAC) | 0.04% | 0% | 2.93% | 3/30/2022 |
 Sei (SEI) | 0.04% | 0.71% | 4.07% | - |
 CIBC (CM) | 0.03% | 0% | 2.43% | 2/7/2022 |
 Exelon (EXC) | 0.03% | 0% | 2.14% | 4/4/2025 |
 Lululemon (LULU) | 0.03% | 0.34% | 8.71% | - |
 Supermicro (SMCI) | 0.03% | 0.23% | 4.35% | - |
 Alexandria (ARE) | 0.03% | 0% | 4.14% | 4/3/2023 |
 Gilead Sciences (GILD) | 0.03% | 0% | 13.49% | 9/19/2025 |
 GameStop (GME) | 0.03% | 0.14% | 16.27% | - |
 Verizon (VZ) | 0.03% | 0% | 4.07% | 9/19/2025 |
 Copart (CPRT) | 0.02% | 0% | 7% | 9/19/2025 |
 Trade Desk (TTD) | 0.02% | 0% | 5.57% | 8/1/2025 |
 KLA (KLAC) | 0.02% | 0% | 5.42% | 10/6/2025 |
 Applied Materials (AMAT) | 0.02% | 0% | 5.5% | 9/22/2025 |
 Arista (ANET) | 0.02% | 0% | 1.21% | 10/6/2025 |
 Global X Uranium ETF (URA) | 0.02% | 0% | 4.21% | 9/19/2025 |
 Coinbase (COIN) | 0.02% | 0% | 7.78% | 10/6/2025 |
 IDEXX (IDXX) | 0.02% | 0% | 2.14% | 9/19/2025 |
 Crowdstrike (CRWD) | 0.02% | 0% | 4.5% | 9/19/2025 |
 Medpace (MEDP) | 0.02% | 0% | 3.5% | 9/19/2025 |
 XRP (XRP) | 0.01% | 0.13% | 8.78% | - |
 Cintas (CTAS) | 0.01% | 0% | 5.64% | 7/2/2025 |
 Danaher (DHR) | 0.01% | 0% | 0.93% | 1/3/2023 |
 Keysight Technologies (KEYS) | 0.01% | 0.83% | 1.64% | - |
 Invesco (IVZ.US) | 0.01% | 0% | 2.57% | 9/19/2025 |
 Nike (NKE) | 0.01% | 0% | 1.43% | 8/21/2025 |
 Wells Fargo (WFC) | 0.01% | 0% | 2.21% | 7/28/2025 |
 Pfizer (PFE) | 0.01% | 0% | 4.21% | 4/3/2023 |
 Schlumberger (SLB) | 0.01% | 0% | 3.85% | 3/30/2023 |
 Amkor (AMKR) | 0.01% | 0% | 1.14% | 11/6/2025 |
 Charter (CHTR) | 0.01% | 0% | 3.57% | 5/22/2025 |
 Ionq (IONQ) | 0.01% | 0% | 4.21% | 9/19/2025 |
 American Airlines (AAL) | 0.01% | 0% | 2% | 5/13/2025 |
 ON Semiconductor (ON) | 0.01% | 0% | 1.86% | 7/22/2025 |
 TD Synnex (SNX.US) | 0.01% | 0% | 3.85% | 3/30/2023 |
 Zscaler (ZS) | 0.01% | 0% | 1.43% | 5/29/2025 |
 Ford (F) | 0.01% | 0% | 2.71% | 5/23/2025 |
 Rigetti (RGTI) | 0.01% | 0% | 1.64% | 1/22/2025 |
 Vertex (VRTX) | 0% | 0% | 1% | 2/28/2025 |
 IOTA (MIOTA) | 0% | 0% | 0.29% | 1/4/2022 |
 Ethereum Classic (ETC) | 0% | 0% | 0.29% | 1/4/2022 |
 Cloudflare (NET) | 0% | 0.91% | 0.64% | - |
 iShares China Large-Cap ETF (FXI) | 0% | 0% | 0.5% | 3/10/2025 |
 Bit Digital (BTBT) | 0% | 0% | 0.43% | 7/7/2025 |
 CRISPR Therapeutics (CRSP) | 0% | 0% | 0.07% | 7/23/2025 |
 GameStop Corp. warrant (GME.WS) | 0% | 0% | 0% | - |
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% |