Portfolio Diversification
Range
Most Diversified
119 instruments
January 1, 2022
Least Diversified
12 instruments
February 22, 2025
Average
60.2 instruments
Most Consistent Holdings
Top 5
1810.HK100%
TLT100%
COIN100%
ASML.NV97.35%
CRWD97.27%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 31.5% | 57.36% | 100% | - |
 Ishares Russell 2000 ETF (IWM) | 6.96% | 11.64% | 70.05% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 4.63% | 0% | 61.69% | 2/21/2025 |
 Ethereum (ETH) | 4.08% | 0% | 73.98% | 6/17/2024 |
| Xiaomi (1810.HK) | 2.88% | 8.96% | 100% | - |
 Microsoft (MSFT) | 2.49% | 0% | 77.3% | 7/26/2024 |
 NVIDIA (NVDA) | 2.43% | 0% | 77.3% | 7/26/2024 |
 Adobe (ADBE) | 1.93% | 0% | 77.3% | 7/26/2024 |
 NextEra (NEE) | 1.64% | 0% | 73.98% | 6/17/2024 |
 Autodesk (ADSK) | 1.52% | 0% | 77.3% | 7/26/2024 |
 American Tower (AMT) | 1.36% | 0% | 77.3% | 7/26/2024 |
 Albemarle (ALB) | 1.2% | 0% | 77.3% | 7/26/2024 |
| Crowdstrike (CRWD) | 1.16% | 0.68% | 97.27% | - |
 Apple (AAPL) | 1.13% | 0% | 77.3% | 7/26/2024 |
 AEP (AEP) | 1.09% | 0% | 73.98% | 6/17/2024 |
| ASML (ASML.NV) | 1.09% | 0.35% | 97.35% | - |
 Technology Select Sector SPDR (XLK) | 1.03% | 16.52% | 13.82% | - |
 Skyworks (SWKS) | 1.03% | 0% | 77.3% | 7/26/2024 |
| Coinbase (COIN) | 1% | 1.2% | 100% | - |
 Procter & Gamble (PG) | 0.97% | 0% | 42.92% | 6/13/2023 |
 Salesforce (CRM) | 0.96% | 0% | 64.59% | 2/26/2024 |
 Alphabet (GOOG) | 0.92% | 0% | 77.3% | 7/26/2024 |
 Take-Two (TTWO) | 0.9% | 0% | 73.98% | 6/17/2024 |
 Rio Tinto (RIO.L) | 0.89% | 0% | 73.98% | 6/17/2024 |
 GSK (GSK.L) | 0.84% | 0% | 73.98% | 6/17/2024 |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.75% | 0% | 7.34% | 10/21/2024 |
 PayPal (PYPL) | 0.74% | 0% | 77.3% | 7/26/2024 |
 Broadcom (AVGO) | 0.68% | 0% | 77.3% | 7/26/2024 |
 Okta (OKTA) | 0.65% | 0% | 77.3% | 7/26/2024 |
 UnitedHealth (UNH) | 0.61% | 0% | 42.92% | 6/13/2023 |
 Alibaba (BABA) | 0.58% | 0% | 77.3% | 7/26/2024 |
 Spotify (SPOT) | 0.57% | 0% | 73.98% | 6/17/2024 |
 Atlassian (TEAM) | 0.52% | 0% | 77.3% | 7/26/2024 |
 Block Inc. (XYZ) | 0.51% | 0% | 77.3% | 7/26/2024 |
 Moderna (MRNA) | 0.51% | 0% | 77.3% | 7/26/2024 |
 ServiceNow (NOW) | 0.5% | 0% | 56.57% | 11/24/2023 |
 Shell (SHEL) | 0.5% | 0% | 42.92% | 6/13/2023 |
 Home Depot (HD) | 0.5% | 0% | 73.98% | 6/17/2024 |
 Ford (F) | 0.49% | 0% | 73.98% | 6/17/2024 |
 Garmin (GRMN) | 0.47% | 0% | 73.98% | 6/17/2024 |
 Splunk Inc (SPLK) | 0.44% | 0% | 66.47% | 3/20/2024 |
 AbbVie (ABBV) | 0.43% | 0% | 58.28% | 12/14/2023 |
 Tesla (TSLA) | 0.41% | 0% | 77.3% | 7/26/2024 |
 Energy Select Sector SPDR (XLE) | 0.4% | 0% | 42.92% | 6/13/2023 |
 CVS Health (CVS) | 0.4% | 0% | 77.3% | 7/26/2024 |
 Palantir (PLTR) | 0.37% | 0% | 73.98% | 6/17/2024 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.36% | 0% | 77.3% | 7/26/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.35% | 0% | 50.17% | 9/7/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.35% | 0% | 7.42% | 3/29/2022 |
 Abbott (ABT) | 0.34% | 0% | 60.75% | 1/12/2024 |
 Twilio (TWLO) | 0.33% | 0% | 77.3% | 7/26/2024 |
 Lithium Americas (LAC) | 0.33% | 0% | 77.3% | 7/26/2024 |
 HP (HPQ) | 0.32% | 0% | 58.28% | 12/14/2023 |
 Cognizant (CTSH) | 0.32% | 0% | 58.28% | 12/14/2023 |
 Danaher (DHR) | 0.32% | 0% | 45.48% | 7/13/2023 |
 Shopify (SHOP) | 0.32% | 0% | 77.3% | 7/26/2024 |
 BioNTech SE (BNTX) | 0.29% | 0% | 77.3% | 7/26/2024 |
 Coca-Cola (KO) | 0.28% | 0% | 42.92% | 6/13/2023 |
 Waste Management (WM) | 0.27% | 0% | 42.92% | 6/13/2023 |
 MongoDB (MDB) | 0.27% | 0% | 77.3% | 7/26/2024 |
 Visa (V) | 0.26% | 0% | 12.46% | 5/27/2022 |
 American Express (AXP) | 0.26% | 0% | 42.92% | 6/13/2023 |
 Supermicro (SMCI) | 0.25% | 1.19% | 23.29% | - |
 Netflix (NFLX) | 0.25% | 0% | 63.48% | 2/13/2024 |
 Roku (ROKU) | 0.25% | 0% | 77.3% | 7/26/2024 |
 Amazon (AMZN) | 0.25% | 0% | 12.46% | 5/27/2022 |
 Zoom (ZM) | 0.24% | 0% | 77.3% | 7/26/2024 |
 Union Pacific (UNP) | 0.24% | 0% | 46.59% | 7/26/2023 |
 SAP (SAP.DE) | 0.24% | 0% | 12.8% | 5/31/2022 |
 JPMorgan (JPM) | 0.23% | 0% | 12.46% | 5/27/2022 |
 Constellation Brands (STZ) | 0.23% | 0% | 42.92% | 6/13/2023 |
 Sunrun (RUN) | 0.22% | 0% | 77.3% | 7/26/2024 |
 Gazprom OAO-ADR (OGZDL.L) | 0.2% | 0.34% | 95.31% | - |
 SPDR S&P 500 ETF (SPY) | 0.19% | 0% | 4.52% | 5/27/2022 |
 DocuSign (DOCU) | 0.18% | 0% | 77.3% | 7/26/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.18% | 0% | 7.94% | 4/4/2022 |
 Qualcomm (QCOM) | 0.18% | 0.74% | 40.87% | - |
 American Water (AWK) | 0.18% | 0% | 12.46% | 5/27/2022 |
 Etsy (ETSY) | 0.18% | 0% | 77.3% | 7/26/2024 |
 Novavax (NVAX) | 0.17% | 0% | 77.3% | 7/26/2024 |
 Walmart (WMT) | 0.16% | 0% | 12.8% | 5/31/2022 |
 Disney (DIS) | 0.15% | 0% | 12.8% | 5/31/2022 |
 Meta (META) | 0.15% | 0% | 12.46% | 5/27/2022 |
 Citrix Systems Inc (CTXS) | 0.15% | 0% | 22.44% | 10/3/2022 |
 Fastly (FSLY) | 0.15% | 0% | 77.3% | 7/26/2024 |
 Enovix (ENVX) | 0.15% | 0.35% | 29.44% | - |
 Jumia (JMIA) | 0.14% | 0% | 95.14% | 2/21/2025 |
 Teladoc (TDOC) | 0.12% | 0% | 77.3% | 7/26/2024 |
 Verizon (VZ) | 0.12% | 0% | 12.46% | 5/27/2022 |
 Robinhood (HOOD) | 0.11% | 0% | 77.3% | 7/26/2024 |
 Boeing (BA) | 0.1% | 0% | 12.46% | 5/27/2022 |
 Twitter (TWTR) | 0.09% | 0% | 12.46% | 5/27/2022 |
 Sea (SE) | 0.09% | 0% | 77.3% | 7/26/2024 |
 Intel (INTC) | 0.09% | 0% | 12.46% | 5/27/2022 |
 Comcast (CMCSA) | 0.09% | 0% | 12.46% | 5/27/2022 |
 FedEx (FDX) | 0.09% | 0% | 12.46% | 5/27/2022 |
 SPDR Gold (GLD) | 0.08% | 0% | 4.69% | 2/24/2022 |
 IBM (IBM) | 0.06% | 0% | 12.8% | 5/31/2022 |
 United Airlines (UAL) | 0.06% | 0% | 12.8% | 5/31/2022 |
 GE (GE) | 0.06% | 0% | 12.8% | 5/31/2022 |
 AT&T (T) | 0.05% | 0% | 12.8% | 5/31/2022 |
 Altria (MO) | 0.05% | 0% | 12.8% | 5/31/2022 |
 HSBC (HSBA.L) | 0.05% | 0% | 12.8% | 5/31/2022 |
 Walgreens (WBA) | 0.05% | 0% | 12.8% | 5/31/2022 |
 Lockheed Martin (LMT) | 0.05% | 0% | 5.12% | 3/1/2022 |
 Lumen (LUMN) | 0.04% | 0% | 12.8% | 5/31/2022 |
 Micron (MU) | 0.04% | 0% | 12.8% | 5/31/2022 |
 Cisco (CSCO) | 0.04% | 0% | 12.8% | 5/31/2022 |
 BNY Mellon (BK) | 0.04% | 0% | 12.8% | 5/31/2022 |
 U.S. Steel (X) | 0.03% | 0% | 9.64% | 2/7/2024 |
 Honeywell (HON) | 0.03% | 0% | 12.8% | 5/31/2022 |
 Nike (NKE) | 0.03% | 0% | 12.8% | 5/31/2022 |
 NRG Energy (NRG) | 0.03% | 0% | 10.67% | 5/6/2022 |
 SolarEdge (SEDG) | 0.03% | 0% | 12.8% | 5/31/2022 |
 Fiserv (FI) | 0.03% | 0% | 12.8% | 5/31/2022 |
 Lennar (LEN) | 0.03% | 0% | 12.8% | 5/31/2022 |
 Lithium Americas Argentina C (LAR) | 0.03% | 0% | 21.76% | 6/17/2024 |
 Paramount (PARA) | 0.03% | 0% | 12.8% | 5/31/2022 |
 Valero (VLO) | 0.03% | 0% | 10.41% | 5/3/2022 |
 First Solar (FSLR) | 0.03% | 0% | 12.8% | 5/31/2022 |
 Kraft Heinz (KHC) | 0.02% | 0% | 12.8% | 5/31/2022 |
 3M (MMM) | 0.02% | 0% | 12.8% | 5/31/2022 |
 Macy's (M) | 0.02% | 0% | 12.8% | 5/31/2022 |
 Official Trump (Experimental) (TRUMP) | 0.02% | 0.1% | 7.59% | - |
 Trip.com (TCOM.CH) | 0.01% | 0% | 12.8% | 5/31/2022 |
 Oil (Non Expiry) (OIL) | 0.01% | 0% | 3.84% | 2/14/2022 |
 Sberbank of Russia (SBERL.L) | 0% | 0% | 15.7% | 9/8/2022 |
 NetApp (NTAP) | 0% | 0% | 0.85% | 1/10/2022 |
 Warner Bros Discovery (WBD) | 0% | 0% | 0.09% | 4/13/2022 |
 Sberbank Moscow (SBER.MOEX) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 66.97% | 58.42% |
| Ishares Russell 2000 ETF (IWM) | 10.05% | 14.08% |
| iShares MSCI Emerging Markets ETF (EEM) | 9.76% | 12.71% |
| Xiaomi (1810.HK) | 4.19% | 7.56% |
| Coinbase (COIN) | 1.65% | 1.75% |
| Supermicro (SMCI) | 0.92% | 0.95% |
| Crowdstrike (CRWD) | 0.42% | 0.63% |
| Enovix (ENVX) | 0.42% | 0.62% |
| ASML (ASML.NV) | 0.42% | 0.45% |
| Qualcomm (QCOM) | 0.42% | 0.41% |
| Gazprom OAO-ADR (OGZDL.L) | 1.67% | 0.35% |
| Jumia (JMIA) | 1.67% | 0.2% |
| Sberbank Moscow (SBER.MOEX) | 0% | 0% |