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Portfolio Diversification
Range
Most Diversified
35 instruments
August 23, 2025
Least Diversified
0 instruments
April 4, 2026
Average
9.8 instruments
Most Consistent Holdings
Top 5
BESI.NV59.22%
TQQQ54.41%
VOO51.32%
FCNCA35.05%
AFX.DE31.27%
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 |
|---|---|---|---|---|
| ProShares UltraPro QQQ (TQQQ) | 16.47% | 0% | 54.41% | 10/20/2025 |
| Vanguard S&P 500 ETF (VOO) | 15.52% | 0% | 51.32% | 10/8/2025 |
 ASML (ASML.NV) | 7.54% | 0% | 8.02% | 3/11/2024 |
 iShares Gold Trust (IAU) | 6.73% | 0% | 27.38% | 5/18/2026 |
 Intel (INTC) | 6.25% | 0% | 21.99% | 3/3/2026 |
 Invesco QQQ (QQQ) | 3.13% | 0% | 15.58% | 4/22/2026 |
 Lithium Americas (LAC) | 2.43% | 0% | 26.23% | 5/22/2026 |
| Besi (BESI.NV) | 1.9% | 0% | 59.22% | 9/18/2025 |
 PNC (PNC) | 1.81% | 0% | 24.86% | 9/5/2025 |
 US Bancorp (USB) | 1.79% | 0% | 21.65% | 8/22/2025 |
 Inflection Point (USAR) | 1.53% | 0% | 25.89% | 5/22/2026 |
| First Citizens (FCNCA) | 1.53% | 0% | 35.05% | 12/17/2025 |
 T-Mobile (TMUS) | 1.51% | 0% | 28.87% | 5/18/2026 |
 JPMorgan (JPM) | 1.06% | 8.96% | 14.2% | - |
 Qualcomm (QCOM) | 1.06% | 0% | 23.25% | 4/30/2026 |
 Adyen (ADYEN.NV) | 0.93% | 0% | 18.44% | 12/19/2024 |
 MP Materials (MP) | 0.89% | 0% | 25.2% | 5/22/2026 |
 Spotify (SPOT) | 0.81% | 0% | 9.28% | 5/2/2025 |
 iShares MSCI South Korea ETF (EWY) | 0.65% | 8.34% | 9.16% | - |
 XPeng (XPEV) | 0.46% | 0% | 13.4% | 9/16/2025 |
 Affirm (AFRM) | 0.45% | 0% | 23.14% | 9/4/2025 |
 Meta (META) | 0.44% | 0% | 7.79% | 5/22/2026 |
 AMD (AMD) | 0.42% | 0% | 8.25% | 1/5/2026 |
 First Horizon (FHN) | 0.41% | 0% | 23.25% | 9/5/2025 |
 Silver (Non Expiry) (SILVER) | 0.37% | 0% | 8.48% | 5/18/2026 |
 Robinhood Markets Inc. (HOOD) | 0.36% | 0% | 14.78% | 5/19/2025 |
 SPDR Gold (GLD) | 0.34% | 0% | 6.53% | 5/1/2026 |
 Oklo (OKLO) | 0.31% | 0% | 24.74% | 5/22/2026 |
 Sandisk Corp/DE (SNDK) | 0.31% | 0% | 5.15% | 4/13/2026 |
 NVIDIA (NVDA) | 0.28% | 0% | 12.26% | 5/6/2026 |
 Coinbase (COIN) | 0.24% | 0% | 3.78% | 10/8/2025 |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.22% | 2.67% | 9.16% | - |
 ExxonMobil (XOM) | 0.2% | 8.9% | 6.3% | - |
| Carl Zeiss Meditec (AFX.DE) | 0.18% | 0% | 31.27% | 5/2/2025 |
 AT&T (T.US) | 0.18% | 0% | 2.06% | 3/4/2025 |
 Salesforce (CRM) | 0.16% | 0% | 2.75% | 5/1/2026 |
 Voya (VOYA.US) | 0.15% | 0% | 9.51% | 5/8/2025 |
 Astera Labs Inc (ALAB) | 0.14% | 0% | 5.15% | 4/13/2026 |
 Commerce Bank (CBSH) | 0.14% | 0% | 8.71% | 5/1/2025 |
 GE (GE) | 0.12% | 0% | 8.02% | 9/15/2025 |
 Oracle (ORCL) | 0.12% | 0% | 3.32% | 10/16/2025 |
 Sprouts (SFM) | 0.12% | 0% | 8.71% | 5/1/2025 |
 Prosperity (PB) | 0.12% | 0% | 8.71% | 5/1/2025 |
 DT Midstream (DTM) | 0.12% | 0% | 8.71% | 5/1/2025 |
 Home Depot (HD) | 0.1% | 0% | 3.09% | 9/16/2025 |
 Amazon (AMZN) | 0.1% | 0% | 1.49% | 9/4/2025 |
 Johnson & Johnson (JNJ) | 0.1% | 0% | 1.6% | 9/5/2025 |
 ASM (ASM.NV) | 0.1% | 0% | 1.49% | 10/7/2025 |
 Old National (ONB) | 0.1% | 0% | 8.71% | 5/1/2025 |
 Wells Fargo (WFC) | 0.1% | 0% | 7.56% | 2/6/2025 |
 ASML (ASML) | 0.09% | 0% | 1.6% | 9/5/2025 |
 Global X Uranium ETF (URA) | 0.08% | 0% | 1.72% | 10/3/2025 |
 MicroStrategy (MSTR) | 0.08% | 0% | 4.81% | 2/14/2025 |
 Barrick (B) | 0.08% | 0% | 2.75% | 10/16/2025 |
 Chevron (CVX.US) | 0.08% | 0% | 6.99% | 10/8/2025 |
 Simon (SPG) | 0.07% | 0% | 1.26% | 9/16/2025 |
 Booking (BKNG) | 0.07% | 0% | 2.75% | 5/15/2026 |
 RH (RH) | 0.07% | 0% | 8.71% | 5/1/2025 |
 Netflix (NFLX) | 0.07% | 0% | 1.49% | 9/4/2025 |
 Prosus (PRX.NV) | 0.06% | 0% | 0.8% | 9/15/2025 |
 Walmart (WMT) | 0.06% | 0% | 0.8% | 9/12/2025 |
 Capital One (COF) | 0.06% | 0% | 2.29% | 2/20/2025 |
 American Express (AXP) | 0.06% | 0% | 3.21% | 5/8/2026 |
 Crowdstrike (CRWD) | 0.06% | 0% | 0.8% | 4/21/2026 |
 PDD Holdings (PDD) | 0.05% | 0% | 1.6% | 10/1/2025 |
 Airbnb (ABNB) | 0.05% | 0% | 3.21% | 9/19/2025 |
 Supermicro (SMCI) | 0.05% | 0% | 1.03% | 5/5/2026 |
 Cisco (CSCO) | 0.05% | 0% | 1.6% | 9/5/2025 |
 McDonald's (MCD) | 0.05% | 0% | 1.6% | 9/5/2025 |
 Alphabet (GOOGL) | 0.05% | 0% | 1.95% | 10/24/2025 |
 Brown & Brown (BRO) | 0.05% | 0% | 1.37% | 2/12/2025 |
 Discover (DFS) | 0.05% | 0% | 2.29% | 2/20/2025 |
 Southern Copper (SCCO) | 0.05% | 0% | 2.29% | 5/8/2026 |
 Baidu (BIDU) | 0.04% | 0% | 0.34% | 9/19/2025 |
 IBM (IBM) | 0.04% | 0% | 1.15% | 5/11/2026 |
 Pure Storage (P) | 0.04% | 0% | 3.21% | 2/14/2025 |
 Costco (COST) | 0.04% | 0% | 0.46% | 2/4/2025 |
 Vertiv (VRT) | 0.04% | 0% | 2.41% | 2/7/2025 |
 GlobalFoundries (GFS) | 0.04% | 0% | 1.37% | 9/17/2025 |
 Bank of America (BAC) | 0.04% | 0% | 0.8% | 11/28/2025 |
 Micron (MU) | 0.03% | 0% | 1.49% | 9/4/2025 |
 The Hartford (HIG) | 0.03% | 0% | 0.69% | 2/6/2025 |
 State Street (STT) | 0.03% | 0% | 1.37% | 9/17/2025 |
 Norfolk Southern (NSC) | 0.03% | 0% | 1.49% | 5/22/2026 |
 Abbott (ABT.US) | 0.03% | 0% | 1.49% | 5/22/2026 |
 Visa (V) | 0.03% | 8.87% | 0.34% | - |
 Disney (DIS) | 0.03% | 8.87% | 0.34% | - |
 ServiceNow (NOW) | 0.03% | 8.86% | 0.34% | - |
 Texas Instruments (TXN) | 0.03% | 8.85% | 0.34% | - |
 Boeing (BA) | 0.03% | 0% | 1.03% | 5/8/2026 |
 Vertex (VRTX) | 0.03% | 0% | 1.6% | 9/5/2025 |
 RB Global (RBA) | 0.03% | 0% | 1.37% | 2/12/2025 |
 DocuSign (DOCU) | 0.03% | 0% | 1.6% | 2/14/2025 |
 Hormel (HRL) | 0.03% | 0% | 1.37% | 9/17/2025 |
 Nu (NU) | 0.02% | 0% | 2.06% | 5/12/2026 |
 Merck (MRK) | 0.02% | 0% | 0.46% | 11/25/2025 |
 Rollins (ROL) | 0.02% | 0% | 2.41% | 9/12/2025 |
 Watsco (WSO) | 0.02% | 0% | 1.37% | 9/17/2025 |
 Broadcom (AVGO) | 0.02% | 0% | 0.46% | 5/5/2026 |
 Marvell (MRVL) | 0.02% | 5.66% | 0.34% | - |
 Albemarle (ALB) | 0.02% | 0% | 1.37% | 9/17/2025 |
 Accenture (ACN) | 0.02% | 0% | 5.27% | 1/17/2025 |
 United Airlines (UAL) | 0.02% | 0% | 0.57% | 2/19/2025 |
 PayPal (PYPL) | 0.02% | 0% | 1.72% | 10/8/2025 |
 Phillips 66 (PSX) | 0.02% | 0% | 1.6% | 9/5/2025 |
 DoorDash (DASH.US) | 0.02% | 5.19% | 0.34% | - |
 CAVA (CAVA) | 0.02% | 0% | 1.6% | 2/14/2025 |
 UDR (UDR) | 0.02% | 0% | 1.37% | 9/17/2025 |
 Saia (SAIA) | 0.02% | 0% | 1.15% | 9/15/2025 |
 Lululemon (LULU) | 0.02% | 4.99% | 0.34% | - |
 AEP (AEP) | 0.02% | 4.8% | 0.34% | - |
 Lockheed Martin (LMT) | 0.02% | 0% | 1.15% | 5/22/2026 |
 Trade Desk (TTD) | 0.02% | 4.7% | 0.34% | - |
 Aaon (AAON) | 0.02% | 0% | 1.6% | 2/14/2025 |
 3M (MMM) | 0.01% | 0% | 1.6% | 9/5/2025 |
 McKesson (MCK) | 0.01% | 0% | 1.15% | 5/22/2026 |
 Cintas (CTAS) | 0.01% | 0% | 0.8% | 5/8/2026 |
 Truist (TFC) | 0.01% | 0% | 1.6% | 9/5/2025 |
 Abercrombie & Fitch (ANF) | 0.01% | 0% | 1.6% | 2/14/2025 |
 STERIS (STE) | 0.01% | 3.7% | 0.34% | - |
 Tesla (TSLA) | 0.01% | 0% | 3.21% | 1/31/2025 |
 Cognex (CGNX) | 0.01% | 0% | 1.37% | 9/17/2025 |
 Comfort Systems USA (FIX) | 0.01% | 0% | 0.69% | 2/6/2025 |
 News Corp (NWSA) | 0.01% | 3.34% | 0.34% | - |
 Roku (ROKU) | 0.01% | 0% | 1.26% | 9/16/2025 |
 Incyte (INCY) | 0.01% | 3.31% | 0.34% | - |
 AMETEK (AME) | 0.01% | 0% | 1.6% | 9/5/2025 |
 FIS (FIS.US) | 0.01% | 0% | 1.6% | 9/5/2025 |
 Centene (CNC) | 0.01% | 0% | 1.6% | 9/5/2025 |
 Tapestry (TPR) | 0.01% | 0% | 0.69% | 2/6/2025 |
 Kimberly-Clark (KMB) | 0.01% | 0% | 1.15% | 5/22/2026 |
 Goldman Sachs (GS) | 0.01% | 0% | 1.6% | 1/31/2025 |
 Hershey (HSY) | 0.01% | 0% | 1.6% | 9/5/2025 |
 Citi (C) | 0.01% | 0% | 1.6% | 1/31/2025 |
 Nasdaq (NDAQ) | 0.01% | 0% | 1.6% | 9/5/2025 |
 Albertsons (ACI) | 0.01% | 0% | 1.15% | 5/22/2026 |
 Kinsale (KNSL) | 0.01% | 0% | 0.46% | 2/4/2025 |
 Heico (HEI) | 0.01% | 0% | 1.15% | 5/22/2026 |
 Freeport-McMoRan (FCX) | 0.01% | 0% | 0.34% | 5/11/2026 |
 ConEd (ED) | 0.01% | 0% | 1.6% | 9/5/2025 |
 Bridgebio (BBIO) | 0.01% | 0% | 0.57% | 2/19/2025 |
 Edison (EIX) | 0.01% | 0% | 1.6% | 9/5/2025 |
 Constellation Energy (CEG) | 0.01% | 0% | 0.46% | 4/24/2026 |
 Wabtec (WAB) | 0.01% | 0% | 1.6% | 9/5/2025 |
 NVR (NVR) | 0.01% | 0% | 1.6% | 9/5/2025 |
 Dover (DOV) | 0.01% | 0% | 1.6% | 9/5/2025 |
 Pfizer (PFE) | 0.01% | 0% | 1.6% | 1/17/2025 |
 Eli Lilly (LLY) | 0.01% | 0% | 0.23% | 10/8/2025 |
 Boston Scientific (BSX.US) | 0.01% | 0% | 0.23% | 10/8/2025 |
 Tractor Supply (TSCO) | 0.01% | 0% | 1.15% | 5/22/2026 |
 Hubbell (HUBB) | 0.01% | 0% | 1.6% | 9/5/2025 |
 Amphenol (APH) | 0.01% | 0% | 1.6% | 1/31/2025 |
 Cadence (CDNS) | 0.01% | 0% | 1.6% | 1/17/2025 |
 Occidental (OXY) | 0% | 0% | 1.6% | 1/17/2025 |
 Huntington (HBAN) | 0% | 0% | 0.69% | 5/18/2026 |
 Moody's (MCO) | 0% | 0% | 0.23% | 4/22/2026 |
 UnitedHealth (UNH) | 0% | 0% | 0.11% | 9/23/2025 |
 Alexandria (ARE) | 0% | 0% | 3.21% | 1/31/2025 |
 Kraft Heinz (KHC) | 0% | 0% | 1.6% | 1/31/2025 |
 BNY Mellon (BK) | 0% | 0% | 1.6% | 1/31/2025 |
 Newmont (NEM) | 0% | 0% | 1.6% | 1/31/2025 |
 Exelon (EXC) | 0% | 0% | 1.6% | 1/17/2025 |
 Dominion Energy (D) | 0% | 0% | 1.6% | 1/31/2025 |
 Monolithic Power (MPWR) | 0% | 0% | 1.6% | 1/17/2025 |
 Dollar Tree (DLTR) | 0% | 0% | 1.6% | 1/17/2025 |
 Delta (DAL) | 0% | 0% | 1.6% | 1/31/2025 |
 Corning (GLW) | 0% | 0% | 1.6% | 1/31/2025 |
 Roblox (RBLX) | 0% | 0% | 1.6% | 1/17/2025 |
 Weyerhaeuser (WY) | 0% | 0% | 1.6% | 1/31/2025 |
 W. R. Berkley (WRB.US) | 0% | 0% | 1.6% | 1/17/2025 |
 Iron Mountain (IRM) | 0% | 0% | 1.6% | 1/17/2025 |
 Walgreens (WBA) | 0% | 0% | 1.6% | 1/17/2025 |
 Verisign (VRSN) | 0% | 0% | 1.6% | 1/17/2025 |
 Warner Bros Discovery (WBD) | 0% | 0% | 1.6% | 1/17/2025 |
 Darden (DRI) | 0% | 0% | 1.6% | 1/17/2025 |
 Teradyne (TER) | 0% | 0% | 1.6% | 1/17/2025 |
 Jabil (JBL) | 0% | 0% | 1.6% | 1/17/2025 |
 Broadridge (BR) | 0% | 0% | 0.11% | 5/12/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Intel (INTC) | 21.78% | 30.56% |
| iShares Gold Trust (IAU) | 17.37% | 21.83% |
| Lithium Americas (LAC) | 13.93% | 8.98% |
| Meta (META) | 5.73% | 6.47% |
| AMD (AMD) | 5.73% | 6.41% |
| Qualcomm (QCOM) | 5.72% | 5.96% |
| T-Mobile (TMUS) | 6.14% | 5.66% |
| Inflection Point (USAR) | 10.51% | 4.38% |
| MP Materials (MP) | 5.73% | 3.36% |
| Oklo (OKLO) | 2.87% | 1.25% |
Cash & Instruments Over Time
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