Portfolio Diversification
Range
Most Diversified
114 instruments
June 14, 2025
Least Diversified
0 instruments
February 2, 2025
Average
62.8 instruments
Most Consistent Holdings
Top 5
AAPL99.92%
GOOG99.92%
META99.92%
MSFT99.92%
AMZN99.92%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 18% | 15.29% | 99.92% | - |
 NVIDIA (NVDA) | 9.65% | 17.61% | 99.92% | - |
| Microsoft (MSFT) | 6.78% | 8.25% | 99.92% | - |
 Broadcom (AVGO) | 4.46% | 8.33% | 99.84% | - |
 Qualcomm (QCOM) | 4.33% | 2.43% | 99.92% | - |
 Block Inc. (XYZ) | 4.09% | 2.74% | 99.92% | - |
 AMD (AMD) | 4% | 3.18% | 99.92% | - |
 Realty Income (O) | 3.36% | 2.18% | 99.84% | - |
 AbbVie (ABBV) | 3.3% | 2.21% | 99.92% | - |
| Alphabet (GOOG) | 3.04% | 2.53% | 99.92% | - |
 Costco (COST) | 2.69% | 2.52% | 99.92% | - |
 Lowe's (LOW) | 2.57% | 1.5% | 99.84% | - |
 Netflix (NFLX) | 1.8% | 2.75% | 99.92% | - |
 TSMC (TSM) | 1.58% | 2.16% | 99.92% | - |
| Meta (META) | 1.56% | 2.27% | 99.92% | - |
 IIPR (IIPR) | 1.47% | 0.45% | 99.92% | - |
 Amgen (AMGN) | 1.43% | 0.9% | 99.84% | - |
 Target (TGT) | 1.34% | 0.54% | 99.92% | - |
 Cardano (ADA) | 1.24% | 0% | 20.22% | 9/24/2022 |
 Applied Materials (AMAT) | 1.23% | 0.98% | 99.92% | - |
| Amazon (AMZN) | 1.21% | 1.1% | 99.92% | - |
 Abbott (ABT) | 1.18% | 0.78% | 99.84% | - |
 NextEra (NEE) | 1.08% | 0.65% | 99.92% | - |
 MetLife (MET) | 1.02% | 0.65% | 99.84% | - |
 Shopify (SHOP) | 0.99% | 0% | 82.86% | 12/17/2024 |
 Intuitive Surgical (ISRG) | 0.98% | 0.92% | 99.92% | - |
 ADP (ADP) | 0.91% | 0.63% | 99.84% | - |
 Paychex (PAYX) | 0.89% | 0.58% | 99.84% | - |
 PepsiCo (PEP) | 0.89% | 0.44% | 99.92% | - |
 Texas Instruments (TXN) | 0.88% | 0.65% | 99.84% | - |
 WP Carey (WPC) | 0.77% | 0.38% | 99.84% | - |
 Merck (MRK) | 0.77% | 0.4% | 99.92% | - |
 Medtronic (MDT.US) | 0.76% | 0.49% | 99.92% | - |
 Verizon (VZ) | 0.74% | 0.5% | 99.92% | - |
 Essex Property Trust (ESS) | 0.73% | 0.64% | 99.92% | - |
 US Bancorp (USB) | 0.71% | 0.5% | 99.84% | - |
 PayPal (PYPL) | 0.65% | 0.47% | 99.92% | - |
 Jumia (JMIA) | 0.63% | 0.55% | 99.92% | - |
 Best Buy (BBY) | 0.58% | 0.33% | 99.92% | - |
 LTC Properties (LTC.US) | 0.55% | 0.38% | 84.04% | - |
 Healthcare Realty (HR) | 0.52% | 0.35% | 99.84% | - |
 Visa (V) | 0.39% | 0.79% | 71.01% | - |
 Hormel (HRL) | 0.25% | 0.29% | 70.93% | - |
 Alphabet (GOOGL) | 0.23% | 0.34% | 71.01% | - |
 Starbucks (SBUX) | 0.22% | 0% | 70.46% | 7/15/2025 |
 EPR (EPR) | 0.22% | 0.3% | 71.01% | - |
 ASML (ASML) | 0.2% | 0.22% | 70.93% | - |
 STAG (STAG) | 0.2% | 0.22% | 70.93% | - |
 Agree Realty (ADC) | 0.19% | 0.23% | 71.01% | - |
 Mondelez (MDLZ) | 0.16% | 0.22% | 71.01% | - |
 SolarEdge (SEDG) | 0.16% | 0% | 15.88% | 7/21/2022 |
 Tesla (TSLA) | 0.14% | 0% | 31.04% | 2/28/2024 |
 Capital One (COF) | 0.12% | 0.33% | 38.47% | - |
 ARM (ARM) | 0.11% | 0.28% | 39.89% | - |
 ServiceNow (NOW) | 0.11% | 0.28% | 38.55% | - |
 Mastercard (MA) | 0.1% | 0.26% | 38.47% | - |
 NXP (NXPI) | 0.09% | 0.2% | 38.47% | - |
 Eli Lilly (LLY) | 0.09% | 0.25% | 38.47% | - |
 McDonald's (MCD) | 0.09% | 0% | 37.91% | 7/15/2025 |
 KLA (KLAC) | 0.08% | 0.23% | 38.47% | - |
 Novo-Nordisk (NVO) | 0.08% | 0.13% | 38.7% | - |
 Lam Research (LRCX) | 0.08% | 0.23% | 38.55% | - |
 Axcelis (ACLS) | 0.07% | 0.17% | 38.47% | - |
 Toyota (TM) | 0.07% | 0.14% | 38.47% | - |
 Digital Realty (DLR) | 0.07% | 0.2% | 38.55% | - |
 STMicroelectronics (STM.US) | 0.07% | 0.15% | 38.55% | - |
 Salesforce (CRM) | 0.06% | 0.15% | 38.55% | - |
 American Express (AXP) | 0.06% | 0.21% | 38.47% | - |
 Walmart (WMT) | 0.06% | 0.23% | 38.55% | - |
 Samsung (SMSN.L) | 0.05% | 0.3% | 31.83% | - |
 Equinix (EQIX) | 0.05% | 0.12% | 38.55% | - |
 Vistra (VST) | 0.04% | 0.28% | 17.38% | - |
 Discover (DFS) | 0.04% | 0% | 28.99% | 5/22/2025 |
 BlackRock (BLK) | 0.04% | 0.26% | 16.98% | - |
 Procter & Gamble (PG) | 0.04% | 0.1% | 33.81% | - |
 Tencent (0700.HK) | 0.04% | 0.16% | 31.12% | - |
 Janus Henderson (JHG) | 0.04% | 0.2% | 16.98% | - |
 Oracle (ORCL) | 0.03% | 0.15% | 38.47% | - |
 S&P Global (SPGI) | 0.03% | 0.1% | 33.81% | - |
 ON Semiconductor (ON) | 0.03% | 0% | 10.43% | 7/29/2024 |
 L'Oréal (OR.PA) | 0.02% | 0.08% | 31.67% | - |
 Beiersdorf (BEI.DE) | 0.02% | 0.05% | 28.04% | - |
 Wolters Kluwer (WKL.NV) | 0.02% | 0.06% | 30.49% | - |
 Nestle (NESN.ZU) | 0.01% | 0.07% | 31.67% | - |
 Federal Realty (FRT) | 0.01% | 0.04% | 38.47% | - |
 Shell (SHEL.L) | 0.01% | 0.07% | 16.98% | - |
 Unilever (UL.US) | 0.01% | 0.02% | 31.6% | - |
 Novartis (NVS) | 0.01% | 0.02% | 31.67% | - |
 HSBC (HSBA.L) | 0.01% | 0.07% | 22.27% | - |
 RBC (RY) | 0.01% | 0.05% | 17.06% | - |
 UBS (UBSG.ZU) | 0.01% | 0.09% | 12.48% | - |
 Ping An (2318.HK) | 0.01% | 0.05% | 16.98% | - |
 Logitech (LOGI) | 0.01% | 0.05% | 18.4% | - |
 TotalEnergies (TTE.PA) | 0.01% | 0.06% | 19.51% | - |
 JPMorgan (JPM) | 0.01% | 0.05% | 17.06% | - |
 State Street (STT) | 0.01% | 0.09% | 15.88% | - |
 Bank of America (BAC) | 0.01% | 0.05% | 16.98% | - |
 Alibaba (9988.HK) | 0.01% | 0.03% | 17.14% | - |
 Southern Co (SO) | 0.01% | 0.05% | 16.98% | - |
 Chubb (CB) | 0.01% | 0.04% | 16.98% | - |
 ICBC (1398.HK) | 0% | 0.03% | 16.98% | - |
 Iberdrola (IBE.MC) | 0% | 0.03% | 16.98% | - |
 Allianz (ALV.DE) | 0% | 0.02% | 17.06% | - |
 Enel (ENEL.MI) | 0% | 0.02% | 17.06% | - |
 Roche (ROG.ZU) | 0% | 0.02% | 16.98% | - |
 CommBank (CBA.ASX) | 0% | 0.02% | 17.06% | - |
 Warner Bros Discovery (WBD) | 0% | 0.06% | 8.61% | - |
 Futu (FUTU) | 0% | 0.07% | 8.61% | - |
 HDFC (HDB) | 0% | 0.05% | 8.61% | - |
 Nasdaq (NDAQ) | 0% | 0.02% | 16.98% | - |
 SAP (SAP.DE) | 0% | 0.04% | 8.61% | - |
 Sumitomo Mitsui (SMFG) | 0% | 0.02% | 13.27% | - |
 Disney (DIS) | 0% | 0.03% | 8.61% | - |
 BYD (01211.HK) | 0% | 0.04% | 8.93% | - |
 Goldman Sachs (GS) | 0% | 0.02% | 4.82% | - |
 eToro Group LTD (ETOR) | 0% | 0.02% | 5.37% | - |
 BBVA (BBVA.MC) | 0% | 0.04% | 3.32% | - |
 Skechers (SKX) | 0% | 0% | 2.61% | 5/7/2025 |
 Intesa Sanpaolo (ISP.MI) | 0% | 0.02% | 3.32% | - |
 BNP Paribas (BNP.PA) | 0% | 0.02% | 3.32% | - |
 ING (INGA.NV) | 0% | 0.02% | 3.08% | - |
 BlackStone (BX) | 0% | 0.02% | 0.55% | - |
 Citi (C) | 0% | 0.02% | 0.55% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 17.24% | 19.97% |
| NVIDIA (NVDA) | 2.45% | 15.28% |
| Broadcom (AVGO) | 2.45% | 6.92% |
| Microsoft (MSFT) | 7.34% | 6.84% |
| Block Inc. (XYZ) | 10.34% | 3.31% |
| Alphabet (GOOG) | 2.1% | 2.76% |
| AMD (AMD) | 2.83% | 2.71% |
| Qualcomm (QCOM) | 3.45% | 2.61% |
| Costco (COST) | 1.72% | 2.61% |
| AbbVie (ABBV) | 2.07% | 2.29% |
| Netflix (NFLX) | 1.62% | 2.2% |
| Realty Income (O) | 3.79% | 2% |
| Meta (META) | 1.17% | 1.99% |
| TSMC (TSM) | 1.31% | 1.96% |
| Lowe's (LOW) | 1.79% | 1.83% |
| Amazon (AMZN) | 1.24% | 1.17% |
| Intuitive Surgical (ISRG) | 0.76% | 1.04% |
| Applied Materials (AMAT) | 0.97% | 0.91% |
| Amgen (AMGN) | 1.21% | 0.88% |
| Target (TGT) | 1.45% | 0.79% |
| Abbott (ABT) | 1.21% | 0.78% |
| MetLife (MET) | 0.72% | 0.77% |
| Visa (V) | 0.93% | 0.77% |
| Essex Property Trust (ESS) | 1.03% | 0.72% |
| ADP (ADP) | 0.69% | 0.68% |
| NextEra (NEE) | 1.1% | 0.68% |
| IIPR (IIPR) | 2.28% | 0.64% |
| Paychex (PAYX) | 0.69% | 0.63% |
| Texas Instruments (TXN) | 0.9% | 0.63% |
| PayPal (PYPL) | 1.31% | 0.6% |
| US Bancorp (USB) | 1.03% | 0.58% |
| Verizon (VZ) | 1.03% | 0.52% |
| Jumia (JMIA) | 2.07% | 0.5% |
| Merck (MRK) | 0.59% | 0.5% |
| PepsiCo (PEP) | 0.69% | 0.49% |
| Best Buy (BBY) | 0.86% | 0.48% |
| Medtronic (MDT.US) | 1.03% | 0.48% |
| Healthcare Realty (HR) | 0.9% | 0.41% |
| LTC Properties (LTC.US) | 0.69% | 0.41% |
| Alphabet (GOOGL) | 0.34% | 0.37% |
| WP Carey (WPC) | 0.69% | 0.37% |
| Starbucks (SBUX) | 0.52% | 0.36% |
| Hormel (HRL) | 0.59% | 0.35% |
| ServiceNow (NOW) | 0.34% | 0.34% |
| Capital One (COF) | 0.34% | 0.31% |
| Mastercard (MA) | 0.34% | 0.26% |
| EPR (EPR) | 0.34% | 0.25% |
| Agree Realty (ADC) | 0.34% | 0.25% |
| Discover (DFS) | 0.34% | 0.25% |
| McDonald's (MCD) | 0.34% | 0.25% |
| ARM (ARM) | 0.38% | 0.24% |
| Walmart (WMT) | 0.34% | 0.24% |
| Janus Henderson (JHG) | 0.34% | 0.23% |
| STAG (STAG) | 0.34% | 0.23% |
| Vistra (VST) | 0.34% | 0.23% |
| ASML (ASML) | 0.34% | 0.23% |
| BlackRock (BLK) | 0.34% | 0.23% |
| Eli Lilly (LLY) | 0.34% | 0.23% |
| Salesforce (CRM) | 0.24% | 0.21% |
| Mondelez (MDLZ) | 0.34% | 0.21% |
| Digital Realty (DLR) | 0.24% | 0.2% |
| NXP (NXPI) | 0.34% | 0.2% |
| Samsung (SMSN.L) | 0.34% | 0.19% |
| Lam Research (LRCX) | 0.34% | 0.18% |
| Toyota (TM) | 0.34% | 0.18% |
| American Express (AXP) | 0.21% | 0.18% |
| KLA (KLAC) | 0.28% | 0.17% |
| Axcelis (ACLS) | 0.34% | 0.15% |
| Novo-Nordisk (NVO) | 0.34% | 0.15% |
| STMicroelectronics (STM.US) | 0.34% | 0.13% |
| Equinix (EQIX) | 0.17% | 0.13% |
| Tencent (0700.HK) | 0.17% | 0.13% |
| Procter & Gamble (PG) | 0.17% | 0.12% |
| S&P Global (SPGI) | 0.14% | 0.1% |
| Oracle (ORCL) | 0.1% | 0.1% |
| L'Oréal (OR.PA) | 0.1% | 0.06% |
| Beiersdorf (BEI.DE) | 0.1% | 0.06% |
| Wolters Kluwer (WKL.NV) | 0.07% | 0.05% |
| Nestle (NESN.ZU) | 0.07% | 0.04% |
| Federal Realty (FRT) | 0.03% | 0.03% |
| HSBC (HSBA.L) | 0.03% | 0.03% |
| Nasdaq (NDAQ) | 0.03% | 0.02% |
| Logitech (LOGI) | 0.03% | 0.02% |
| CommBank (CBA.ASX) | 0.03% | 0.02% |
| Unilever (UL.US) | 0.03% | 0.02% |
| RBC (RY) | 0.03% | 0.02% |
| Novartis (NVS) | 0.03% | 0.02% |
| Alibaba (9988.HK) | 0.03% | 0.02% |
| Ping An (2318.HK) | 0.03% | 0.02% |
| ICBC (1398.HK) | 0.03% | 0.02% |
| Shell (SHEL.L) | 0.03% | 0.02% |
| State Street (STT) | 0.03% | 0.02% |
| Chubb (CB) | 0.03% | 0.02% |
| Southern Co (SO) | 0.03% | 0.02% |
| Roche (ROG.ZU) | 0.03% | 0.02% |
| Iberdrola (IBE.MC) | 0.03% | 0.02% |
| Enel (ENEL.MI) | 0.03% | 0.02% |
| TotalEnergies (TTE.PA) | 0.03% | 0.02% |
| Allianz (ALV.DE) | 0.03% | 0.02% |
| JPMorgan (JPM) | 0.03% | 0.02% |
| Bank of America (BAC) | 0.03% | 0.02% |