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Portfolio Diversification
Range
Most Diversified
84 instruments
June 8, 2024
Least Diversified
0 instruments
April 4, 2026
Average
43.2 instruments
Most Consistent Holdings
Top 5
GOOG99.4%
AMZN99.4%
KO99.4%
NKE95.37%
NVTKL.L87.21%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Coca-Cola (KO) | 21.34% | 18.98% | 99.4% | - |
 iShares Physical Gold ETC (PPFB.DE) | 6.39% | 9.6% | 76.94% | - |
 ASML (ASML) | 5.75% | 17.85% | 57% | - |
| Alphabet (GOOG) | 5.07% | 4.73% | 99.4% | - |
| Amazon (AMZN) | 3.2% | 2.95% | 99.4% | - |
 Microsoft (MSFT) | 2.91% | 4.52% | 69.28% | - |
 GainersQtr | 2.83% | 0% | 14.3% | 5/22/2024 |
 SPDR Gold (GLD) | 2.24% | 0% | 75.53% | 9/8/2026 |
 Sprott Physical Gold Trust (PHYS) | 1.39% | 0% | 75.53% | 9/8/2026 |
 Meta (META) | 1.04% | 0% | 53.58% | 7/10/2026 |
| Nike (NKE) | 0.89% | 0% | 95.37% | 8/25/2026 |
 Tesla (TSLA) | 0.81% | 0% | 31.92% | 8/12/2026 |
 Pfizer (PFE) | 0.71% | 0% | 67.27% | 11/19/2025 |
 Tidewater (TDW) | 0.61% | 0% | 59.62% | 4/22/2026 |
 e.l.f. (ELF) | 0.58% | 0% | 35.75% | 7/30/2025 |
 Ferrari (RACE) | 0.52% | 1.79% | 57% | - |
 Alibaba (BABA) | 0.48% | 0% | 24.97% | 2/3/2025 |
 SoFi (SOFI) | 0.47% | 0% | 29.81% | 11/11/2024 |
 VICI Properties (VICI) | 0.47% | 3.69% | 20.34% | - |
 MicroStrategy (MSTR) | 0.45% | 0% | 18.23% | 9/3/2026 |
 Cenovus (CVE) | 0.42% | 0% | 71.1% | 4/15/2026 |
 PayPal (PYPL) | 0.42% | 0% | 60.83% | 11/19/2025 |
 AMD (AMD) | 0.39% | 0% | 41.99% | 10/3/2025 |
 Agree Realty (ADC) | 0.39% | 0% | 27.9% | 3/4/2025 |
 NextEra (NEE) | 0.39% | 0% | 63.65% | 10/29/2025 |
 L3Harris (LHX) | 0.37% | 0% | 20.54% | 8/1/2024 |
 Sandstorm Gold (SAND.US) | 0.37% | 0% | 30.11% | 10/21/2025 |
 Adobe (ADBE) | 0.36% | 0% | 70.8% | 8/25/2026 |
 iShares USD Ultrashort Bond UCITS ETF (ERNA.L) | 0.34% | 0% | 3.83% | 9/3/2026 |
 Verizon (VZ) | 0.34% | 0% | 34.04% | 2/27/2025 |
 Intel (INTC) | 0.33% | 0% | 36.76% | 2/18/2025 |
 Johnson & Johnson (JNJ) | 0.32% | 0% | 40.18% | 3/4/2025 |
 Rheinmetall (RHM.DE) | 0.28% | 6.12% | 4.83% | - |
 JeppeKirkBonde | 0.28% | 0% | 12.29% | 5/2/2024 |
 Elevance Health (ELV) | 0.28% | 0% | 39.98% | 11/19/2025 |
 Dell (DELL) | 0.26% | 0% | 44.81% | 11/12/2025 |
 FMC (FMC) | 0.26% | 0% | 43.81% | 11/19/2025 |
 Rolls-Royce (RR.L) | 0.25% | 0% | 21.45% | 8/5/2024 |
 Corteva (CTVA) | 0.25% | 0% | 21.75% | 8/9/2024 |
 TSMC (TSM) | 0.25% | 0% | 67.27% | 1/5/2026 |
 Netflix (NFLX) | 0.24% | 4.83% | 4.83% | - |
 Lockheed Martin (LMT) | 0.23% | 0% | 54.68% | 1/8/2026 |
 Broadcom (AVGO) | 0.23% | 0% | 21.95% | 4/14/2026 |
 Invesco QQQ (QQQ) | 0.22% | 0% | 10.37% | 6/10/2025 |
 Albemarle (ALB) | 0.22% | 0% | 40.08% | 2/18/2025 |
 Newmont (NEM) | 0.22% | 0% | 12.29% | 8/9/2024 |
 Cigna (CI) | 0.21% | 0% | 54.38% | 4/17/2026 |
 BAE Systems (BA.L) | 0.21% | 0% | 20.85% | 2/27/2025 |
 Mastercard (MA) | 0.2% | 0% | 21.25% | 7/31/2024 |
 Embraer (EMBJ) | 0.19% | 0% | 21.85% | 8/9/2024 |
 Micron (MU) | 0.19% | 4.58% | 4.63% | - |
 YieldGrowth | 0.19% | 0% | 21.45% | 8/5/2024 |
 Visa (V) | 0.19% | 0% | 38.87% | 3/4/2025 |
 OppFi (OPFI) | 0.18% | 0% | 11.28% | 6/10/2025 |
 Bristol-Myers Squibb (BMY) | 0.18% | 0% | 25.68% | 3/4/2025 |
 Petrobras (PBR) | 0.17% | 0% | 20.54% | 8/5/2024 |
 Camden (CPT) | 0.17% | 0% | 40.89% | 2/27/2025 |
 Nebius Group NV (NBIS) | 0.16% | 0% | 18.23% | 7/17/2025 |
 iShares Silver Trust (SLV) | 0.16% | 0% | 33.64% | 1/28/2026 |
 Northrop Grumman (NOC) | 0.16% | 0% | 27.39% | 6/10/2025 |
 NVIDIA (NVDA) | 0.15% | 2.49% | 22.26% | - |
 Antero Midstream (AM) | 0.15% | 0% | 22.16% | 8/9/2024 |
 IIPR (IIPR) | 0.15% | 0% | 21.75% | 8/5/2024 |
 Merck (MRK) | 0.14% | 0% | 18.83% | 8/5/2024 |
 Blackstone Secured Lending Fund (BXSL) | 0.14% | 0% | 59.92% | 4/17/2026 |
 Agnico Eagle (AEM) | 0.13% | 0% | 11.88% | 8/9/2024 |
 Eli Lilly (LLY) | 0.13% | 0% | 31.02% | 11/14/2025 |
 Sea (SE) | 0.12% | 0% | 19.74% | 8/9/2024 |
 Constellation Brands (STZ) | 0.12% | 0% | 27.59% | 11/19/2025 |
 EQT (EQT) | 0.12% | 0% | 28.6% | 2/18/2025 |
 Pagseguro (PAGS) | 0.12% | 0% | 22.16% | 8/9/2024 |
 Broadcom Inc (AVGO.EUR) | 0.12% | 4.79% | 2.62% | - |
 Tyson Foods (TSN) | 0.12% | 0% | 12.59% | 8/9/2024 |
 Supermicro (SMCI) | 0.12% | 0% | 17.72% | 2/18/2025 |
 Sally Beauty (SBH) | 0.12% | 0% | 22.96% | 9/19/2025 |
 Mondelez (MDLZ) | 0.11% | 0% | 21.75% | 8/5/2024 |
 StoneCo (STNE) | 0.11% | 0% | 21.75% | 8/9/2024 |
 Kinsale (KNSL) | 0.11% | 0% | 24.77% | 6/11/2025 |
 Freeport-McMoRan (FCX) | 0.11% | 0% | 27.79% | 6/10/2025 |
 WP Carey (WPC) | 0.11% | 0.87% | 12.39% | - |
 Vale (VALE) | 0.1% | 0% | 22.16% | 8/9/2024 |
 SQM (SQM) | 0.1% | 0% | 22.16% | 8/9/2024 |
 Vistra (VST) | 0.1% | 0% | 27.19% | 3/4/2025 |
 AT&T (T.US) | 0.1% | 0% | 12.29% | 8/9/2024 |
 Realty Income (O) | 0.1% | 0.87% | 17.93% | - |
 Korn Ferry (KFY) | 0.1% | 0% | 13.49% | 5/14/2024 |
 CPHequities | 0.09% | 0% | 9.26% | 4/2/2024 |
 GigaCloud (GCT) | 0.09% | 0% | 31.22% | 6/10/2025 |
 Limbach (LMB) | 0.09% | 0% | 17.82% | 7/15/2024 |
 Aehr (AEHR) | 0.09% | 0% | 18.53% | 7/2/2025 |
 British American Tobacco (BTI) | 0.09% | 0% | 17.12% | 2/27/2025 |
 Aukie2008 | 0.09% | 0% | 9.67% | 4/22/2024 |
 Huntington Ingalls (HII) | 0.09% | 0% | 19.74% | 8/1/2024 |
 JinkoSolar (JKS) | 0.08% | 0% | 22.16% | 8/9/2024 |
 Gilead Sciences (GILD) | 0.08% | 0% | 18.93% | 8/9/2024 |
 CNRL (CNQ) | 0.08% | 0% | 27.49% | 6/10/2025 |
 Vonovia (VNA.DE) | 0.08% | 0% | 13.9% | 5/20/2024 |
 Danaos (DAC) | 0.08% | 0% | 21.35% | 8/5/2024 |
 Dash (DASH) | 0.07% | 0% | 28% | 10/2/2025 |
 FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) | 0.07% | 0% | 18.83% | 2/27/2025 |
 Schlumberger (SLB) | 0.07% | 0% | 17.02% | 8/5/2024 |
 Lithium Americas (LAC) | 0.07% | 0% | 11.58% | 8/9/2024 |
 Kite Realty (KRG) | 0.07% | 0% | 20.95% | 8/5/2024 |
 BlackRock (BLK) | 0.07% | 0% | 4.23% | 5/27/2024 |
 Vanguard FTSE Emerging Markets (VWO) | 0.07% | 0% | 18.83% | 2/27/2025 |
 Essential Properties (EPRT) | 0.07% | 0% | 12.19% | 8/5/2024 |
 MPLX (MPLX.US) | 0.07% | 0% | 12.29% | 8/9/2024 |
 Valaris (VAL.US) | 0.06% | 0% | 18.03% | 2/19/2025 |
 McDonald's (MCD) | 0.06% | 4.36% | 1.71% | - |
 Hershey (HSY) | 0.06% | 0% | 7.85% | 3/19/2024 |
 Dollar Tree (DLTR) | 0.06% | 0% | 11.88% | 8/9/2024 |
 CVS Health (CVS) | 0.06% | 0% | 13.8% | 3/4/2025 |
 Grab (GRAB) | 0.06% | 0% | 19.03% | 8/9/2024 |
 Adecoagro (AGRO) | 0.06% | 0% | 9.47% | 4/8/2024 |
 First Solar (FSLR) | 0.06% | 0% | 11.28% | 8/4/2026 |
 American Water (AWK) | 0.05% | 0% | 15.91% | 2/27/2025 |
 Tarsus (TARS) | 0.05% | 0% | 9.47% | 8/9/2024 |
 Global X Lithium & Battery Tech ETF (LIT.US) | 0.05% | 0% | 22.16% | 8/9/2024 |
 Uber (UBER) | 0.05% | 0% | 11.28% | 6/10/2025 |
 Crocs (CROX) | 0.05% | 0% | 9.67% | 4/8/2024 |
 ExxonMobil (XOM) | 0.05% | 0% | 7.35% | 4/8/2024 |
 Volkswagen (VOW3.DE) | 0.05% | 0% | 12.59% | 8/9/2024 |
 Sterling (STRL.US) | 0.05% | 0% | 10.27% | 4/30/2024 |
 IGI (IGIC) | 0.05% | 0% | 6.95% | 8/5/2024 |
 Deckers (DECK) | 0.05% | 0% | 32.73% | 1/5/2026 |
 Nutrien (NTR) | 0.05% | 0% | 17.12% | 2/27/2025 |
 Baidu (BIDU) | 0.05% | 0% | 17.12% | 8/9/2024 |
 Starwood Property Trust (STWD) | 0.05% | 0% | 10.98% | 8/5/2024 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.05% | 0% | 6.95% | 8/5/2024 |
 Lamb Weston (LW) | 0.05% | 0% | 7.35% | 8/9/2024 |
 Bitcoin (BTC) | 0.05% | 0% | 8.26% | 4/8/2024 |
 Renewables Infrastructure Group (TRIG.L) | 0.04% | 0% | 9.87% | 4/8/2024 |
 Ulta (ULTA) | 0.04% | 0% | 16.41% | 2/27/2025 |
 ConAgra (CAG) | 0.04% | 0% | 10.98% | 8/5/2024 |
 Zalando (ZAL.DE) | 0.04% | 0% | 11.18% | 4/23/2024 |
 Abrdn Platinum ETF Trust (PPLT) | 0.04% | 0% | 17.72% | 2/27/2025 |
 Lyft (LYFT) | 0.04% | 0% | 10.37% | 6/10/2025 |
 LendingClub (HAPN) | 0.04% | 0% | 7.35% | 8/9/2024 |
 SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 0.04% | 0% | 20.85% | 8/5/2024 |
 Jasmy (JASMY) | 0.04% | 0% | 5.14% | 7/18/2024 |
 JD.com (JD.US) | 0.04% | 0% | 21.55% | 8/5/2024 |
 Palantir (PLTR) | 0.04% | 0% | 11.98% | 2/27/2025 |
 Disney (DIS) | 0.04% | 0% | 18.83% | 2/27/2025 |
 Chevron (CVX.US) | 0.04% | 0% | 16.41% | 2/3/2025 |
 ExlService (EXLS) | 0.04% | 0% | 14.2% | 8/1/2024 |
 Talen Energy Corp (TLN) | 0.03% | 1.97% | 1.71% | - |
 UiPath (PATH) | 0.03% | 0% | 9.47% | 4/8/2024 |
 Arista (ANET) | 0.03% | 0% | 18.33% | 7/29/2025 |
 Salesforce (CRM) | 0.03% | 0% | 16.62% | 8/4/2026 |
 Tactical-Edge | 0.03% | 0% | 0.2% | 5/24/2024 |
 Atlantica (AY) | 0.03% | 0% | 9.06% | 8/5/2024 |
 Stellantis (STLA.US) | 0.03% | 0% | 9.87% | 8/9/2024 |
 Amgen (AMGN) | 0.03% | 0% | 15.51% | 2/27/2025 |
 iShares Core S&P 500 UCITS ETF (SXR8.DE) | 0.03% | 0% | 5.54% | 5/27/2024 |
 Green Brick (GRBK) | 0.03% | 0% | 8.36% | 4/1/2024 |
 Valero (VLO) | 0.03% | 0% | 11.28% | 2/27/2025 |
 DaVita (DVA) | 0.03% | 0% | 7.85% | 3/28/2024 |
 Unity (U) | 0.03% | 0% | 16.21% | 2/27/2025 |
 Mosaic (MOS) | 0.03% | 0% | 17.12% | 2/27/2025 |
 Healthcare Realty (HR) | 0.03% | 0% | 9.67% | 4/8/2024 |
 CF Industries (CF) | 0.03% | 0% | 16.21% | 2/18/2025 |
 Blue Bird (BLBD) | 0.03% | 0% | 9.77% | 5/20/2024 |
 Experian (EXPN.L) | 0.03% | 0% | 7.05% | 3/26/2024 |
 Crowdstrike (CRWD) | 0.03% | 0% | 14% | 1/10/2025 |
 Smucker (SJM) | 0.03% | 0% | 6.95% | 8/5/2024 |
 Universal Insurance (UVE) | 0.02% | 0% | 7.35% | 8/9/2024 |
 ArcelorMittal (MTS.MC) | 0.02% | 0% | 4.03% | 4/2/2024 |
 Shell (SHEL.L) | 0.02% | 0% | 12.99% | 2/3/2025 |
 Ryanair (RYAAY) | 0.02% | 0% | 8.96% | 4/1/2024 |
 Amphastar (AMPH) | 0.02% | 0% | 10.47% | 8/5/2024 |
 Shopify (SHOP) | 0.02% | 0% | 12.89% | 12/30/2024 |
 CRISPR Therapeutics (CRSP) | 0.02% | 0% | 8.66% | 8/9/2024 |
 Hannon Armstrong (HASI) | 0.01% | 0% | 2.11% | 8/5/2024 |
 Target (TGT) | 0.01% | 0% | 10.88% | 8/9/2024 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.01% | 0% | 3.52% | 2/13/2024 |
 OMA (OMAB) | 0.01% | 0% | 9.67% | 1/28/2025 |
 Bancolombia (CIB) | 0.01% | 0% | 9.67% | 1/28/2025 |
 Bank of America (BAC) | 0.01% | 0% | 1.71% | 8/1/2024 |
 ING (INGA.NV) | 0.01% | 0% | 5.14% | 2/27/2025 |
 iShares MSCI USA UCITS ETF (SXR4.DE) | 0.01% | 0% | 5.54% | 5/27/2024 |
 fuboTV (FUBO) | 0.01% | 0% | 4.63% | 2/15/2024 |
 Altria (MO) | 0.01% | 0% | 5.24% | 2/27/2025 |
 Pure Storage (P) | 0.01% | 0% | 5.04% | 2/18/2025 |
 Toast (TOST) | 0.01% | 0% | 0.7% | 8/4/2026 |
 Vanguard Morningstar Mid-Cap ETF (VO) | 0.01% | 0% | 1.31% | 8/5/2024 |
 Occidental (OXY) | 0.01% | 0% | 2.82% | 2/27/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.01% | 0% | 0.3% | 8/15/2024 |
 Raytheon (RTX) | 0.01% | 0% | 2.82% | 2/27/2025 |
 Bunge (BG) | 0.01% | 0% | 1.21% | 4/29/2024 |
 GM (GM) | 0.01% | 0% | 2.52% | 4/30/2024 |
 Invesco Solar ETF (TAN) | 0.01% | 0% | 5.34% | 2/22/2024 |
 Southwest (LUV) | 0% | 0% | 2.22% | 2/7/2024 |
 Union Pacific (UNP) | 0% | 0% | 2.42% | 2/27/2025 |
 Itau Unibanco (ITUB) | 0% | 0% | 2.22% | 1/28/2025 |
 Crown Castle (CCI) | 0% | 0% | 2.82% | 5/20/2024 |
 US Global Jets ETF (JETS) | 0% | 0% | 1.61% | 1/16/2024 |
 Ares Capital (ARCC) | 0% | 0% | 1.31% | 2/18/2025 |
 Solventum (SOLV) | 0% | 0% | 1.01% | 4/12/2024 |
 SMA (S92.DE) | 0% | 0% | 0.2% | 1/2/2024 |
 Vanguard Long-Term Bond ETF (BLV) | 0% | 0% | 0.1% | 8/13/2024 |
 Apple (AAPL) | 0% | 0% | 0.5% | 8/9/2024 |
 Datadog (DDOG) | 0% | 0% | 0.6% | 1/9/2024 |
 Boeing (BA) | 0% | 0% | 0.7% | 2/18/2025 |
 iShares Core 5-10 Year USD Bond ETF (IMTB) | 0% | 0% | 0.1% | 8/13/2024 |
 GE (GE) | 0% | 0% | 0.2% | 4/12/2024 |
 Chipotle (CMG) | 0% | 0% | 0.4% | 8/9/2024 |
 Despegar (DESP) | 0% | 0% | 0.4% | 5/20/2024 |
 The Cheesecake Factory (CAKE.US) | 0% | 0% | 0.4% | 8/9/2024 |
 Wynn Resorts (WYNN) | 0% | 0% | 0.4% | 8/9/2024 |
 Walmart (WMT) | 0% | 0% | 0.4% | 8/9/2024 |
 Hedera Hashgraph (HBAR) | 0% | 0% | 1.51% | 5/21/2024 |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 0% | 0% | 0.1% | 8/9/2024 |
 Ishares Russell 2000 ETF (IWM) | 0% | 0% | 0.1% | 8/9/2024 |
 Snowflake (SNOW) | 0% | 0% | 0.1% | 1/4/2024 |
 Corsair (CRSR) | 0% | 0% | 0.2% | 1/2/2024 |
 Ams (AMS.ZU) | 0% | 0% | 0.3% | 1/3/2024 |
 BioNano (BNGO) | 0% | 0% | 0.2% | 1/2/2024 |
| NOVATEK OAO (NVTKL.L) | 0% | 0% | 0% | - |
 Svitzer (SVITZR.CO) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Coca-Cola (KO) | 21.58% | 22.03% |
| ASML (ASML) | 7.35% | 8.96% |
| iShares Physical Gold ETC (PPFB.DE) | 5.25% | 7.37% |
| Alphabet (GOOG) | 2.39% | 5.45% |
| SPDR Gold (GLD) | 2.5% | 3.53% |
| Amazon (AMZN) | 1.67% | 3.15% |
| Sprott Physical Gold Trust (PHYS) | 1.61% | 2.26% |
| Broadcom (AVGO) | 2.2% | 1.8% |
| Microsoft (MSFT) | 1.79% | 1.75% |
| Tidewater (TDW) | 1.57% | 1.05% |
| Cenovus (CVE) | 0.84% | 0.68% |
| Nike (NKE) | 1% | 0.66% |
| Adobe (ADBE) | 0.91% | 0.55% |
| iShares Silver Trust (SLV) | 0.23% | 0.44% |
| Ferrari (RACE) | 0.64% | 0.42% |
| Cigna (CI) | 0.5% | 0.38% |
| TSMC (TSM) | 0.23% | 0.28% |
| Lockheed Martin (LMT) | 0.32% | 0.28% |
| Blackstone Secured Lending Fund (BXSL) | 0.3% | 0.21% |
| Deckers (DECK) | 0.24% | 0.13% |
| NOVATEK OAO (NVTKL.L) | 0.05% | 0% |
Cash & Instruments Over Time
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