Portfolio Diversification
Range
Most Diversified
108 instruments
January 12, 2022
Least Diversified
0 instruments
February 2, 2025
Average
50.5 instruments
Most Consistent Holdings
Top 5
AMZN99.93%
BABA99.93%
SNOW99.93%
TSLA93.57%
MMM92.01%
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 |
|---|---|---|---|---|
| Amazon (AMZN) | 8.53% | 8.38% | 99.93% | - |
| Tesla (TSLA) | 6.62% | 0% | 93.57% | 8/11/2025 |
 Palantir (PLTR) | 6.19% | 0% | 73.96% | 10/28/2024 |
 Meta (META) | 5.53% | 0% | 81.8% | 2/12/2025 |
 SoFi (SOFI) | 3.25% | 73.54% | 27.22% | - |
 Microsoft (MSFT) | 2.59% | 3.27% | 82.62% | - |
 Alphabet (GOOGL) | 2.49% | 0% | 38.46% | 7/14/2025 |
| Alibaba (BABA) | 2.48% | 1.48% | 99.93% | - |
 Disney (DIS) | 2.38% | 0% | 75% | 11/11/2024 |
 Apple (AAPL) | 2.17% | 1.8% | 77.22% | - |
 AbbVie (ABBV) | 2.17% | 0% | 25.15% | 12/28/2022 |
 Hims & Hers (HIMS) | 2.1% | 0% | 24.85% | 10/10/2025 |
 ProShares UltraPro Short QQQ (SQQQ) | 1.92% | 0% | 27.44% | 1/29/2024 |
 JD.com (JD.US) | 1.92% | 0% | 30.25% | 7/18/2025 |
 Alphabet (GOOG) | 1.76% | 0% | 74.11% | 10/30/2024 |
 NVIDIA (NVDA) | 1.34% | 0% | 40.38% | 6/24/2025 |
| 3M (MMM) | 1.33% | 0% | 92.01% | 7/10/2025 |
 PayPal (PYPL) | 1.33% | 0% | 29.51% | 1/2/2025 |
| Snowflake (SNOW) | 1.27% | 2.89% | 99.93% | - |
 Clorox (CLX) | 1% | 0% | 65.31% | 7/3/2024 |
 Grab (GRAB) | 0.97% | 0% | 21.3% | 7/18/2025 |
 Digital Realty (DLR) | 0.96% | 0% | 64.72% | 6/25/2024 |
 Visa (V) | 0.92% | 0% | 56.07% | 8/26/2025 |
 Verizon (VZ) | 0.9% | 0% | 92.01% | 7/10/2025 |
 ASML (ASML) | 0.89% | 1.71% | 26.18% | - |
 AMD (AMD) | 0.84% | 0% | 21.45% | 10/20/2025 |
 Hormel (HRL) | 0.8% | 0% | 76.78% | 12/5/2024 |
 Oracle (ORCL) | 0.8% | 0% | 28.11% | 9/25/2025 |
 Corsair (CRSR) | 0.75% | 0% | 64.35% | 6/20/2024 |
 Roche (ROG.ZU) | 0.75% | 0% | 72.49% | 10/7/2024 |
 LTC Properties (LTC.US) | 0.73% | 0% | 64.72% | 6/25/2024 |
 Jumia (JMIA) | 0.72% | 0% | 12.65% | 2/20/2025 |
 Simon (SPG) | 0.72% | 0% | 25.3% | 12/30/2022 |
 Occidental (OXY) | 0.67% | 1.17% | 21.15% | - |
 Walgreens (WBA) | 0.6% | 0% | 60.8% | 5/2/2024 |
 Medical Properties Trust (MPW) | 0.58% | 0% | 44.38% | 9/21/2023 |
 CVS Health (CVS) | 0.56% | 0% | 21.3% | 2/26/2024 |
 Unilever (ULVR.L) | 0.56% | 0% | 67.75% | 8/5/2024 |
 JPMorgan (JPM) | 0.56% | 0% | 67.83% | 8/6/2024 |
 Nike (NKE) | 0.55% | 0% | 72.63% | 10/10/2024 |
 StoneCo (STNE) | 0.54% | 0% | 60.58% | 4/29/2024 |
 Cisco (CSCO) | 0.52% | 0% | 32.17% | 4/5/2023 |
 Store Capital Corp. (STOR) | 0.52% | 0% | 18.49% | 9/16/2022 |
 Alteryx Inc. (AYX) | 0.52% | 0% | 57.69% | 3/21/2024 |
 Vale (VALE) | 0.52% | 0% | 70.93% | 9/17/2024 |
 Comcast (CMCSA) | 0.51% | 0% | 76.48% | 12/5/2024 |
 Crowdstrike (CRWD) | 0.5% | 0% | 24.48% | 8/6/2025 |
 Medtronic (MDT.US) | 0.5% | 0% | 71.45% | 9/24/2024 |
 Realty Income (O) | 0.5% | 0% | 33.21% | 4/20/2023 |
 Dogecoin (DOGE) | 0.49% | 0% | 53.62% | 10/17/2025 |
 Nio (NIO) | 0.49% | 0% | 15.83% | 10/17/2024 |
 Starbucks (SBUX) | 0.48% | 0% | 33.21% | 4/20/2023 |
 Sony (SONY) | 0.48% | 0% | 64.35% | 6/20/2024 |
 Autodesk (ADSK) | 0.46% | 0% | 64.42% | 6/21/2024 |
 Mastercard (MA) | 0.46% | 0% | 32.17% | 4/5/2023 |
 Bitcoin (BTC) | 0.45% | 0% | 11.91% | 3/24/2025 |
 Lincoln National (LNC) | 0.45% | 0% | 60.8% | 5/2/2024 |
 Citi (C) | 0.45% | 0% | 67.53% | 8/6/2024 |
 Nu (NU) | 0.42% | 0% | 13.31% | 7/9/2025 |
 US Bancorp (USB) | 0.42% | 0% | 61.69% | 5/14/2024 |
 Altria (MO) | 0.41% | 0% | 9.1% | 5/4/2022 |
 UGI (UGI) | 0.38% | 0% | 32.17% | 4/5/2023 |
 Salesforce (CRM) | 0.37% | 0% | 68.34% | 8/13/2024 |
 Stanley Black & Decker (SWK) | 0.32% | 0% | 64.35% | 6/20/2024 |
 Enterprise Products (EPD) | 0.31% | 0% | 9.47% | 5/9/2022 |
 Pinterest (PINS) | 0.31% | 0% | 70.93% | 9/17/2024 |
 Nucor (NUE) | 0.29% | 0% | 25.3% | 12/30/2022 |
 Atlassian (TEAM) | 0.28% | 0.5% | 42.38% | - |
 Adobe (ADBE) | 0.27% | 0% | 42.97% | 9/13/2023 |
 ONEOK (OKE) | 0.25% | 0% | 9.1% | 5/4/2022 |
 Deere (DE) | 0.24% | 0% | 25.3% | 12/30/2022 |
 ExxonMobil (XOM) | 0.24% | 0% | 9.1% | 5/4/2022 |
 Caterpillar (CAT) | 0.24% | 0% | 25.15% | 12/28/2022 |
 Public Storage (PSA) | 0.24% | 0% | 32.69% | 4/12/2023 |
 Dover (DOV) | 0.23% | 0% | 30.03% | 3/6/2023 |
 Chevron (CVX) | 0.23% | 0% | 9.1% | 5/4/2022 |
 Upstart (UPST) | 0.22% | 0% | 47.56% | 1/19/2024 |
 Home Depot (HD) | 0.22% | 0% | 25.3% | 12/30/2022 |
 S&P Global (SPGI) | 0.21% | 0% | 33.21% | 4/20/2023 |
 Pfizer (PFE) | 0.21% | 0% | 9.47% | 5/9/2022 |
 Groupon (GRPN) | 0.2% | 0% | 1.92% | 11/22/2024 |
 Whirlpool (WHR) | 0.2% | 0% | 60.8% | 5/2/2024 |
 Zscaler (ZS) | 0.19% | 0% | 11.76% | 8/26/2024 |
 Rocket Lab (RKLB) | 0.19% | 0% | 5.18% | 1/21/2025 |
 STAG (STAG) | 0.18% | 0% | 32.69% | 4/12/2023 |
 Adidas (ADS.DE) | 0.18% | 0% | 64.72% | 6/25/2024 |
 Lowe's (LOW) | 0.18% | 0% | 25.3% | 12/30/2022 |
 Swiss Life (SLHN.ZU) | 0.18% | 0% | 32.69% | 4/12/2023 |
 Costco (COST) | 0.17% | 0% | 30.03% | 3/6/2023 |
 VanEck Semiconductor UCITS ETF (VVSM.DE) | 0.16% | 0% | 16.79% | 2/3/2025 |
 Aflac (AFL) | 0.16% | 0% | 25.3% | 12/30/2022 |
 LVMH (MC.PA) | 0.16% | 0% | 3.55% | 8/5/2024 |
 Enbridge (ENB) | 0.16% | 0% | 26.04% | 1/10/2023 |
 Seagate (STX.US) | 0.16% | 0% | 25.3% | 12/30/2022 |
 Match Group (MTCH) | 0.16% | 0% | 60.28% | 4/25/2024 |
 ADP (ADP) | 0.16% | 0% | 25.3% | 12/30/2022 |
 Warner Bros Discovery (WBD) | 0.16% | 0% | 8.21% | 2/20/2025 |
 FedEx (FDX) | 0.16% | 0% | 31.73% | 3/30/2023 |
 Global-E (GLBE) | 0.15% | 0% | 8.95% | 7/19/2024 |
 PNC (PNC) | 0.15% | 0% | 25.3% | 12/30/2022 |
 Air Products (APD) | 0.15% | 0% | 32.99% | 4/17/2023 |
 Merck (MRK) | 0.14% | 0% | 9.47% | 5/9/2022 |
 Albemarle (ALB) | 0.14% | 0% | 25.3% | 12/30/2022 |
 Waste Management (WM) | 0.14% | 0% | 25.3% | 12/30/2022 |
 Diageo (DEO) | 0.13% | 0% | 32.17% | 4/17/2023 |
 Prosus (PRX.NV) | 0.13% | 0% | 43.86% | 9/14/2023 |
 Southern Co (SO) | 0.13% | 0% | 25.15% | 12/28/2022 |
 MongoDB (MDB) | 0.13% | 0% | 13.46% | 11/21/2024 |
 Phillips 66 (PSX) | 0.12% | 0% | 8.73% | 4/29/2022 |
 Yum (YUM) | 0.12% | 0% | 25.15% | 12/28/2022 |
 Baidu (BIDU) | 0.12% | 0% | 14.35% | 10/2/2024 |
 WP Carey (WPC) | 0.12% | 0% | 26.04% | 1/10/2023 |
 Broadcom (AVGO) | 0.12% | 0% | 9.47% | 5/9/2022 |
 NextEra (NEE) | 0.11% | 0% | 25.3% | 12/30/2022 |
 Lockheed Martin (LMT) | 0.11% | 0% | 9.1% | 5/4/2022 |
 Shift4 (FOUR) | 0.11% | 0% | 6.51% | 12/23/2024 |
 Sherwin-Williams (SHW) | 0.1% | 0% | 32.17% | 4/5/2023 |
 Trade Desk (TTD) | 0.1% | 0% | 8.95% | 7/19/2024 |
 Cardinal Health (CAH) | 0.1% | 0% | 16.72% | 8/18/2022 |
 VF Corp (VFC) | 0.1% | 0% | 57.62% | 3/20/2024 |
 Atmos (ATO) | 0.1% | 0% | 9.47% | 5/9/2022 |
 Douyu (DOYU) | 0.08% | 0% | 47.71% | 11/6/2023 |
 International Paper (IP.US) | 0.08% | 0% | 32.99% | 4/17/2023 |
 UnitedHealth (UNH) | 0.08% | 0% | 25.3% | 12/30/2022 |
 Wells Fargo (WFC) | 0.08% | 0% | 9.47% | 5/9/2022 |
 Omnicom (OMC) | 0.08% | 0% | 9.1% | 5/4/2022 |
 MercadoLibre (MELI) | 0.07% | 0% | 5.1% | 8/5/2024 |
 Volkswagen (VOW3.DE) | 0.07% | 0% | 29.81% | 3/3/2023 |
 Eli Lilly (LLY) | 0.06% | 0% | 8.73% | 4/29/2022 |
 Datadog (DDOG) | 0.06% | 0% | 5.18% | 7/19/2024 |
 Amgen (AMGN) | 0.04% | 0% | 9.47% | 5/9/2022 |
 Bayer (BAYN.DE) | 0.04% | 0% | 3.99% | 2/21/2024 |
 Energy Transfer (ET) | 0.04% | 0% | 8.73% | 4/29/2022 |
 Emerson (EMR) | 0.04% | 0% | 9.47% | 5/9/2022 |
 BioNano (BNGO) | 0.03% | 0% | 46.3% | 10/18/2023 |
 Allianz (ALV.DE) | 0.03% | 0% | 9.47% | 5/9/2022 |
 Novo-Nordisk (NVO) | 0.03% | 1.18% | 8.88% | - |
 Ethereum (ETH) | 0.02% | 0% | 2.51% | 1/31/2025 |
 Constellation Brands (STZ) | 0.02% | 0% | 9.47% | 5/9/2022 |
 Micron (MU) | 0.02% | 0% | 0.67% | 2/6/2025 |
 Official Trump (Experimental) (TRUMP) | 0.02% | 0% | 0.59% | 1/27/2025 |
 Shell (SHEL) | 0.01% | 0% | 1.33% | 1/18/2022 |
 MicroStrategy (MSTR) | 0.01% | 0% | 0.15% | 7/24/2024 |
 Lovesac (LOVE) | 0.01% | 0% | 1.26% | 12/28/2022 |
 Solventum (SOLV) | 0% | 0% | 1.11% | 4/17/2024 |
 Gilead Sciences (GILD) | 0% | 0% | 0.81% | 1/11/2022 |
 Sysco (SYY) | 0% | 0% | 0.3% | 1/4/2022 |
 Reddit Inc (RDDT) | 0% | 0% | 0.07% | 3/22/2024 |
 Cloudflare (NET) | 0% | 0% | 0.07% | 5/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 18.38% | 19.52% |
| Tesla (TSLA) | 8.21% | 11.59% |
| Meta (META) | 9.86% | 10.35% |
| Alphabet (GOOGL) | 9.89% | 10.31% |
| Jumia (JMIA) | 9.27% | 6.74% |
| SoFi (SOFI) | 4.13% | 6.42% |
| ASML (ASML) | 4.62% | 3.96% |
| PayPal (PYPL) | 3.39% | 3.83% |
| Hims & Hers (HIMS) | 3.08% | 3.62% |
| Nu (NU) | 3.85% | 3.09% |
| Visa (V) | 2.56% | 2.6% |
| Alibaba (BABA) | 4.36% | 2.53% |
| Crowdstrike (CRWD) | 2.56% | 2.21% |
| Grab (GRAB) | 2.56% | 2.19% |
| Occidental (OXY) | 2.56% | 2.14% |
| Microsoft (MSFT) | 2.11% | 1.99% |
| Snowflake (SNOW) | 1.8% | 1.31% |
| Apple (AAPL) | 1.03% | 1.3% |
| AMD (AMD) | 1.54% | 0.99% |
| VanEck Semiconductor UCITS ETF (VVSM.DE) | 1.03% | 0.8% |
| 3M (MMM) | 1.03% | 0.71% |
| Atlassian (TEAM) | 0.51% | 0.56% |
| Verizon (VZ) | 0.77% | 0.46% |