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Portfolio Diversification
Range
Most Diversified
70 instruments
August 2, 2025
Least Diversified
0 instruments
February 2, 2025
Average
31.3 instruments
Most Consistent Holdings
Top 5
GOOG99.79%
AMZN99.79%
NVDA96.2%
V83.02%
AAPL78.19%
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) | 8.42% | 3.78% | 99.79% | - |
 Microsoft (MSFT) | 6.8% | 5.37% | 77.02% | - |
| Amazon (AMZN) | 6.8% | 3.41% | 99.79% | - |
| NVIDIA (NVDA) | 6.59% | 4.64% | 96.2% | - |
 Meta (META) | 5.68% | 5.99% | 75.78% | - |
| Apple (AAPL) | 4.86% | 0.36% | 78.19% | - |
 Invesco QQQ (QQQ) | 3.87% | 0.33% | 69.84% | - |
 Berkshire Hathaway (BRK.B) | 3.05% | 5.08% | 76.19% | - |
 Tesla (TSLA) | 2.98% | 0.37% | 69.29% | - |
 State Street Technology Select Sector SPDR ETF (XLK) | 2.79% | 0% | 29.61% | 3/30/2023 |
 SPDR S&P 500 ETF (SPY) | 2.44% | 0.41% | 60.59% | - |
| Visa (V) | 2.37% | 1.91% | 83.02% | - |
 Bitcoin (BTC) | 1.81% | 4.68% | 41.34% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 1.45% | 0% | 29.33% | 3/30/2023 |
 SPDR Gold (GLD) | 1.37% | 11.87% | 21.19% | - |
 Ethereum (ETH) | 1.32% | 3.93% | 37.89% | - |
 Oracle (ORCL) | 1.17% | 0% | 54.11% | 7/22/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 1.01% | 0% | 25.53% | 2/2/2023 |
 UnitedHealth (UNH) | 0.95% | 0% | 28.71% | 2/15/2024 |
 Intel (INTC) | 0.94% | 0% | 31.61% | 10/13/2025 |
 TSMC (TSM) | 0.88% | 5.26% | 52.73% | - |
 PepsiCo (PEP) | 0.84% | 0.35% | 48.03% | - |
 Disney (DIS) | 0.83% | 0% | 51.97% | 1/21/2025 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.81% | 9.45% | 20.7% | - |
 T-Mobile (TMUS) | 0.81% | 2.9% | 22.22% | - |
 Cardano (ADA) | 0.78% | 0% | 22.91% | 12/20/2022 |
 First BanCorp (FBP) | 0.71% | 0% | 29.12% | 3/30/2023 |
 Chipotle (CMG) | 0.71% | 0% | 29.61% | 3/30/2023 |
 Vanguard Total Stock Market ETF (VTI) | 0.69% | 0% | 29.33% | 3/30/2023 |
 Costco (COST) | 0.65% | 1.29% | 41.2% | - |
 Eli Lilly (LLY) | 0.65% | 1.13% | 31.26% | - |
 Build and Build (BNB) | 0.59% | 0% | 22.91% | 12/20/2022 |
 Catalyst Pharmaceuticals (CPRX) | 0.58% | 0% | 24.91% | 1/23/2023 |
 TRON (TRX) | 0.56% | 0% | 22.91% | 12/20/2022 |
 State Street Industrial Select Sector SPDR ETF (XLI) | 0.55% | 0% | 29.33% | 3/30/2023 |
 KraneShares Global Carbon ETF (KRBN) | 0.52% | 0% | 29.12% | 3/30/2023 |
 Vanguard Information Technology (VGT) | 0.49% | 0% | 29.33% | 3/30/2023 |
 Walmart (WMT) | 0.47% | 0.19% | 26.57% | - |
 Alibaba (BABA) | 0.46% | 0% | 27.26% | 9/2/2025 |
 Solana (SOL) | 0.4% | 2.35% | 35.13% | - |
 SSR Mining (SSRM) | 0.4% | 0% | 28.71% | 3/30/2023 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.38% | 0% | 29.12% | 3/30/2023 |
 Johnson & Johnson (JNJ) | 0.38% | 0% | 28.71% | 2/15/2024 |
 ICICI Bank (IBN) | 0.37% | 0% | 28.71% | 3/30/2023 |
 Texas Instruments (TXN) | 0.37% | 1.43% | 20.98% | - |
 Broadcom (AVGO) | 0.37% | 1.83% | 17.12% | - |
 Popular (BPOP) | 0.37% | 0% | 29.33% | 3/30/2023 |
 AMETEK (AME) | 0.36% | 0% | 29.33% | 3/30/2023 |
 AutoNation (AN) | 0.36% | 0% | 24.09% | 1/11/2023 |
 Ashland (ASH) | 0.34% | 0% | 23.53% | 1/3/2023 |
 Silicon Motion (SIMO) | 0.34% | 0% | 23.53% | 3/30/2023 |
 Salesforce (CRM) | 0.34% | 0% | 29.33% | 3/30/2023 |
 UMC (UMC) | 0.33% | 0% | 26.36% | 3/30/2023 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0.32% | 0% | 29.12% | 3/30/2023 |
 Liberty Global (LBTYK) | 0.32% | 0% | 28.71% | 3/30/2023 |
 ASML (ASML) | 0.31% | 5.84% | 6.97% | - |
 AMD (AMD) | 0.31% | 1.39% | 19.05% | - |
 Catalent (CTLT) | 0.3% | 0% | 29.33% | 3/30/2023 |
 Globant (GLOB) | 0.3% | 0% | 29.26% | 3/30/2023 |
 Micron (MU) | 0.28% | 0% | 12.63% | 9/19/2025 |
 Gerdau (GGB) | 0.28% | 0% | 23.53% | 3/30/2023 |
 Onto Innovation (ONTO) | 0.27% | 0% | 23.05% | 3/23/2023 |
 Adecoagro (AGRO) | 0.25% | 0% | 23.53% | 3/30/2023 |
 Coca-Cola (KO) | 0.24% | 0% | 10.35% | 10/21/2025 |
 Uber (UBER) | 0.23% | 0% | 17.39% | 10/2/2025 |
 iShares Silver Trust (SLV) | 0.22% | 0% | 9.87% | 9/19/2025 |
 Doximity (DOCS) | 0.22% | 0% | 14.01% | 9/19/2025 |
 ARM (ARM) | 0.21% | 1.54% | 14.29% | - |
 Cadence (CDNS) | 0.21% | 0% | 16.01% | 8/20/2025 |
 GM (GM) | 0.2% | 0% | 28.71% | 3/30/2023 |
 AppLovin (APP) | 0.19% | 0% | 10.77% | 6/5/2025 |
 Nu (NU) | 0.19% | 0% | 11.8% | 12/5/2025 |
 Mastercard (MA) | 0.18% | 0.86% | 17.94% | - |
 Shopify (SHOP) | 0.18% | 0% | 30.09% | 8/7/2025 |
 Netflix (NFLX) | 0.16% | 0.75% | 17.25% | - |
 iShares US Technology ETF (IYW) | 0.16% | 0% | 7.11% | 2/3/2025 |
 Warner Bros Discovery (WBD) | 0.15% | 0% | 26.29% | 2/15/2024 |
 Synopsys (SNPS) | 0.13% | 0.61% | 24.57% | - |
 ExxonMobil (XOM) | 0.13% | 0% | 7.11% | 4/3/2023 |
 CoStar (CSGP) | 0.13% | 0% | 10.21% | 8/12/2025 |
 AEP (AEP) | 0.12% | 0% | 11.04% | 10/1/2025 |
 DexCom (DXCM) | 0.11% | 0.46% | 24.57% | - |
 Vistra (VST) | 0.11% | 1.12% | 8.42% | - |
 Dell (DELL) | 0.11% | 0.82% | 9.73% | - |
 Palantir (PLTR) | 0.1% | 0.38% | 14.84% | - |
 CoreWeave Inc (CRWV) | 0.1% | 0.86% | 13.46% | - |
 Coca-Cola Europacific (CCEP) | 0.09% | 0% | 14.84% | 10/22/2025 |
 Monster Beverage (MNST) | 0.09% | 0% | 11.66% | 9/19/2025 |
 PDD Holdings (PDD) | 0.09% | 0% | 12.97% | 9/29/2025 |
 The Graph (GRT) | 0.09% | 0.89% | 7.25% | - |
 AstraZeneca (AZN) | 0.08% | 0% | 13.87% | 10/1/2025 |
 AT&T (T) | 0.08% | 0% | 23.19% | 2/15/2024 |
 Mondelez (MDLZ) | 0.08% | 0.32% | 20.57% | - |
 Avid Technology Inc. (AVID) | 0.08% | 0% | 5.8% | 3/30/2022 |
 Darling (DAR) | 0.08% | 0% | 5.8% | 3/30/2022 |
 NXP (NXPI) | 0.08% | 0.39% | 10.28% | - |
 Intuitive Surgical (ISRG) | 0.08% | 0% | 12.22% | 10/24/2025 |
 Corcept Therapeutics (CORT) | 0.06% | 0% | 11.32% | 9/19/2025 |
 Schwab International Equity ETF (SCHF) | 0.06% | 0% | 2.35% | 9/23/2025 |
 Barclays (BCS) | 0.06% | 0% | 10.77% | 8/29/2025 |
 Sei (SEI) | 0.05% | 0.54% | 7.25% | - |
 S&P Global (SPGI) | 0.05% | 0% | 13.39% | 1/9/2026 |
 Novo-Nordisk (NVO) | 0.05% | 0.34% | 12.49% | - |
 Cloudflare (NET) | 0.05% | 1.21% | 3.93% | - |
 Datadog (DDOG) | 0.05% | 0% | 6.21% | 10/6/2025 |
 Lam Research (LRCX) | 0.04% | 0% | 5.94% | 9/19/2025 |
 Fastenal (FAST) | 0.04% | 0% | 11.87% | 9/5/2025 |
 Crown (CCK) | 0.04% | 0% | 2.97% | 2/16/2022 |
 Lululemon (LULU) | 0.04% | 0% | 10.9% | 1/9/2026 |
 Danaos (DAC) | 0.04% | 0% | 2.83% | 3/30/2022 |
 Supermicro (SMCI) | 0.04% | 0.21% | 7.52% | - |
 CIBC (CM) | 0.03% | 0% | 2.35% | 2/7/2022 |
 Exelon (EXC) | 0.03% | 0% | 2.07% | 4/4/2025 |
 GameStop (GME) | 0.03% | 0.14% | 19.05% | - |
 Alexandria (ARE) | 0.03% | 0% | 4% | 4/3/2023 |
 Gilead Sciences (GILD) | 0.03% | 0% | 13.04% | 9/19/2025 |
 Verizon (VZ) | 0.03% | 0% | 3.93% | 9/19/2025 |
 XRP (XRP) | 0.02% | 0.3% | 11.8% | - |
 Copart (CPRT) | 0.02% | 0% | 6.76% | 9/19/2025 |
 Trade Desk (TTD) | 0.02% | 0% | 5.38% | 8/1/2025 |
 KLA (KLAC) | 0.02% | 0% | 5.24% | 10/6/2025 |
 Applied Materials (AMAT) | 0.02% | 0% | 5.31% | 9/22/2025 |
 Keysight Technologies (KEYS) | 0.02% | 0% | 2.42% | 12/16/2025 |
 Arista (ANET) | 0.02% | 0% | 1.17% | 10/6/2025 |
 Global X Uranium ETF (URA) | 0.02% | 0% | 4.07% | 9/19/2025 |
 Coinbase (COIN) | 0.02% | 0% | 7.52% | 10/6/2025 |
 IDEXX (IDXX) | 0.02% | 0% | 2.07% | 9/19/2025 |
 Crowdstrike (CRWD) | 0.02% | 0% | 4.35% | 9/19/2025 |
 Medpace (MEDP) | 0.01% | 0% | 3.38% | 9/19/2025 |
 Cintas (CTAS) | 0.01% | 0% | 5.45% | 7/2/2025 |
 Danaher (DHR) | 0.01% | 0% | 0.9% | 1/3/2023 |
 Invesco (IVZ.US) | 0.01% | 0% | 2.48% | 9/19/2025 |
 Nike (NKE) | 0.01% | 0% | 1.38% | 8/21/2025 |
 Wells Fargo (WFC) | 0.01% | 0% | 2.14% | 7/28/2025 |
 Pfizer (PFE) | 0.01% | 0% | 4.07% | 4/3/2023 |
 BlackRock (BLK) | 0.01% | 0.39% | 2.35% | - |
 Schlumberger (SLB) | 0.01% | 0% | 3.73% | 3/30/2023 |
 Amkor (AMKR) | 0.01% | 0% | 1.1% | 11/6/2025 |
 Charter (CHTR) | 0.01% | 0% | 3.45% | 5/22/2025 |
 Ionq (IONQ) | 0.01% | 0% | 4.07% | 9/19/2025 |
 American Airlines (AAL) | 0.01% | 0% | 1.93% | 5/13/2025 |
 ON Semiconductor (ON) | 0.01% | 0% | 1.79% | 7/22/2025 |
 TD Synnex (SNX.US) | 0.01% | 0% | 3.73% | 3/30/2023 |
 Zscaler (ZS) | 0.01% | 0% | 1.38% | 5/29/2025 |
 Ford (F) | 0.01% | 0% | 2.62% | 5/23/2025 |
 Ishares Russell 2000 ETF (IWM) | 0.01% | 0% | 1.52% | 1/9/2026 |
 Rigetti (RGTI) | 0.01% | 0% | 1.59% | 1/22/2025 |
 Vertex (VRTX) | 0% | 0% | 0.97% | 2/28/2025 |
 IOTA (MIOTA) | 0% | 0% | 0.28% | 1/4/2022 |
 Ethereum Classic (ETC) | 0% | 0% | 0.28% | 1/4/2022 |
 iShares China Large-Cap ETF (FXI) | 0% | 0% | 0.48% | 3/10/2025 |
 Bit Digital (BTBT) | 0% | 0% | 0.41% | 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
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR Gold (GLD) | 9.34% | 10.92% |
| Iboxx $ High Yield Corporate Bd Ishares (HYG) | 8.66% | 9.56% |
| Meta (META) | 6.37% | 6.64% |
| Microsoft (MSFT) | 5.73% | 5.81% |
| ASML (ASML) | 4.89% | 5.52% |
| Berkshire Hathaway (BRK.B) | 4.76% | 5.33% |
| TSMC (TSM) | 4.35% | 4.93% |
| NVIDIA (NVDA) | 4.63% | 4.92% |
| Bitcoin (BTC) | 5.43% | 4.7% |
| Ethereum (ETH) | 4.65% | 4.03% |
| Amazon (AMZN) | 3.17% | 3.46% |
| T-Mobile (TMUS) | 3.79% | 3.27% |
| Alphabet (GOOG) | 2.62% | 2.83% |
| Solana (SOL) | 3.11% | 2.36% |
| Visa (V) | 1.89% | 2.09% |
| Broadcom (AVGO) | 1.83% | 1.93% |
| ARM (ARM) | 2.24% | 1.6% |
| Cloudflare (NET) | 1.25% | 1.36% |
| Texas Instruments (TXN) | 1.34% | 1.33% |
| AMD (AMD) | 1.38% | 1.3% |
| Eli Lilly (LLY) | 1.03% | 1.18% |
| Vistra (VST) | 1.38% | 1.17% |
| Costco (COST) | 1.21% | 1.17% |
| Dell (DELL) | 1.03% | 0.94% |
| Mastercard (MA) | 0.86% | 0.93% |
| Netflix (NFLX) | 1.03% | 0.86% |
| The Graph (GRT) | 1.72% | 0.83% |
| CoreWeave Inc (CRWV) | 1.21% | 0.66% |
| Sei (SEI) | 1.38% | 0.57% |
| Synopsys (SNPS) | 0.69% | 0.57% |
| DexCom (DXCM) | 0.52% | 0.44% |
| SPDR S&P 500 ETF (SPY) | 0.34% | 0.42% |
| Palantir (PLTR) | 0.38% | 0.41% |
| Apple (AAPL) | 0.34% | 0.41% |
| Lululemon (LULU) | 0.34% | 0.4% |
| Tesla (TSLA) | 0.37% | 0.4% |
| Walmart (WMT) | 0.34% | 0.4% |
| S&P Global (SPGI) | 0.34% | 0.39% |
| BlackRock (BLK) | 0.34% | 0.38% |
| NXP (NXPI) | 0.34% | 0.37% |
| Ishares Russell 2000 ETF (IWM) | 0.34% | 0.37% |
| PepsiCo (PEP) | 0.34% | 0.35% |
| Invesco QQQ (QQQ) | 0.3% | 0.34% |
| Mondelez (MDLZ) | 0.34% | 0.31% |
| XRP (XRP) | 0.34% | 0.3% |
| Novo-Nordisk (NVO) | 0.34% | 0.29% |
| Supermicro (SMCI) | 0.34% | 0.2% |
| GameStop (GME) | 0.17% | 0.13% |
Cash & Instruments Over Time
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