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Portfolio Diversification
Range
Most Diversified
33 instruments
March 29, 2025
Least Diversified
0 instruments
January 1, 2022
Average
13.9 instruments
Most Consistent Holdings
Top 5
GOOG65.56%
NVDA64.27%
TSLA63.88%
AMZN61.48%
MSFT60.96%
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 |
|---|---|---|---|---|
| Tesla (TSLA) | 8.92% | 19.13% | 63.88% | - |
| NVIDIA (NVDA) | 6.19% | 0% | 64.27% | 2/25/2026 |
| Alphabet (GOOG) | 4.87% | 7.13% | 65.56% | - |
| Microsoft (MSFT) | 4.35% | 0% | 60.96% | 2/5/2026 |
| Amazon (AMZN) | 3.91% | 0% | 61.48% | 2/9/2026 |
 Apple (AAPL) | 3.48% | 0% | 59.66% | 2/12/2026 |
 Invesco QQQ (QQQ) | 3.15% | 27.65% | 37.68% | - |
 MPLX (MPLX) | 2.87% | 0% | 44.29% | 11/28/2025 |
 Altria (MO) | 2.86% | 0% | 50% | 2/23/2026 |
 TSMC (TSM) | 2.82% | 6.93% | 60.64% | - |
 Vanguard S&P 500 ETF (VOO) | 2.74% | 17.68% | 39.11% | - |
 Realty Income (O) | 2.71% | 4.82% | 50.06% | - |
 Verizon (VZ) | 2.18% | 0% | 45.14% | 12/10/2025 |
 Bristol-Myers Squibb (BMY) | 2.14% | 0% | 43.71% | 11/19/2025 |
 Pfizer (PFE) | 2.04% | 0% | 48.96% | 2/19/2026 |
 Chevron (CVX) | 2.01% | 0% | 43.77% | 11/19/2025 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 1.93% | 0% | 14.59% | 1/17/2025 |
 LyondellBasell (LYB) | 1.91% | 6.29% | 45.33% | - |
 Philip Morris (PM) | 1.28% | 0% | 45.01% | 2/6/2026 |
 Enterprise Products (EPD) | 1.22% | 0% | 47.99% | 2/13/2026 |
 Cocoa (Expiring Future) (COCOA.FUT) | 1.21% | 0% | 17.77% | 8/21/2025 |
 Edison (EIX) | 1.18% | 0% | 39.82% | 12/3/2025 |
 Lockheed Martin (LMT) | 1.13% | 0% | 24.25% | 3/4/2025 |
 Bitcoin (BTC) | 1.13% | 0% | 22.83% | 12/25/2025 |
 Duke Energy (DUK) | 1% | 0% | 38.85% | 11/18/2025 |
 AEP (AEP) | 0.56% | 0% | 30.67% | 11/19/2025 |
 McDonald's (MCD) | 0.54% | 0% | 14.85% | 6/9/2025 |
 3M (MMM) | 0.45% | 0% | 8.04% | 6/14/2024 |
 Vanguard FTSE Developed Market ETF (VEA) | 0.41% | 10.21% | 4.86% | - |
 Palantir (PLTR) | 0.4% | 0% | 16.02% | 2/11/2026 |
 Gold (Non Expiry) (GOLD) | 0.38% | 0% | 2.46% | 6/29/2023 |
 Coca-Cola (KO) | 0.33% | 0% | 16.08% | 6/9/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.31% | 0% | 7.91% | 4/4/2025 |
 eToro Group LTD (ETOR) | 0.23% | 0% | 17.19% | 2/5/2026 |
 XRP (XRP) | 0.22% | 0% | 25.16% | 12/25/2025 |
 Evolution (EVO.ST) | 0.22% | 0% | 11.15% | 6/13/2025 |
 MicroStrategy (MSTR) | 0.21% | 0% | 8.04% | 2/12/2026 |
 DJ30 Index (Non Expiry) (DJ30) | 0.2% | 0% | 4.8% | 9/5/2024 |
 VanEck Video Gaming and eSports UCITS ETF (ESP0.DE) | 0.16% | 0% | 11.15% | 12/3/2025 |
 Lithium Americas (LAC) | 0.15% | 0% | 12.71% | 5/16/2025 |
 GER40 Index (Non Expiry) (GER40) | 0.14% | 0% | 1.69% | 5/29/2024 |
 Uber (UBER) | 0.1% | 0% | 5.77% | 2/11/2026 |
 PayPal (PYPL) | 0.1% | 0% | 10.25% | 6/13/2025 |
 Oil (Non Expiry) (OIL) | 0.1% | 0% | 3.05% | 1/8/2026 |
 FRA40 Index (Non Expiry) (FRA40) | 0.07% | 0% | 2.59% | 12/5/2024 |
 Nike (NKE) | 0.06% | 0% | 1.75% | 12/5/2024 |
 Pampa Energia (PAM) | 0.06% | 0% | 4.54% | 2/20/2025 |
 Rheinmetall (RHM.DE) | 0.06% | 0% | 5.51% | 11/21/2025 |
 Orange Juice (Expiring Future) (OJ.FUT) | 0.06% | 0% | 2.66% | 8/25/2025 |
 Venture Global Inc (VG) | 0.05% | 0% | 12.45% | 8/4/2025 |
 Oracle (ORCL) | 0.05% | 0% | 5.06% | 11/19/2025 |
 Lululemon (LULU) | 0.05% | 0% | 1.56% | 12/2/2024 |
 Coffee Arabica (Expiring Future) (Coffee.FUT) | 0.04% | 0% | 0.84% | 5/31/2024 |
 Soybeans (Expiring Future) (Soybeans.FUT) | 0.03% | 0% | 0.84% | 4/9/2024 |
 Brookfield Infrastructure (BIP) | 0.03% | 0% | 0.58% | 2/29/2024 |
 Silver (Non Expiry) (SILVER) | 0.03% | 0% | 1.62% | 1/13/2026 |
 AMD (AMD) | 0% | 0% | 0.45% | 7/17/2024 |
 Crowdstrike (CRWD) | 0% | 0% | 0.26% | 7/23/2024 |
 Ubisoft (UBI.PA) | 0% | 0% | 0.06% | 5/21/2024 |
 Porsche (P911.DE) | 0% | 0% | 0.06% | 5/15/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 14.33% | 18.57% |
| Invesco QQQ (QQQ) | 16.44% | 16.12% |
| Vanguard S&P 500 ETF (VOO) | 9.4% | 9.4% |
| NVIDIA (NVDA) | 8.17% | 9.1% |
| TSMC (TSM) | 6.72% | 6.84% |
| LyondellBasell (LYB) | 6.11% | 4.87% |
| Alphabet (GOOG) | 3.12% | 4.72% |
| Realty Income (O) | 4.5% | 4.24% |
| Microsoft (MSFT) | 3.97% | 3.63% |
| Philip Morris (PM) | 3.11% | 3.01% |
| MicroStrategy (MSTR) | 5.06% | 2.86% |
| Pfizer (PFE) | 3.2% | 2.8% |
| Amazon (AMZN) | 2.76% | 2.6% |
| Enterprise Products (EPD) | 2.62% | 2.4% |
| Altria (MO) | 2.29% | 2.16% |
| Palantir (PLTR) | 2.16% | 2% |
| Uber (UBER) | 2.19% | 1.84% |
| eToro Group LTD (ETOR) | 2.23% | 1.32% |
| Apple (AAPL) | 1.09% | 1.02% |
Cash & Instruments Over Time
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