Portfolio Diversification
Range
Most Diversified
27 instruments
July 14, 2023
Least Diversified
0 instruments
May 25, 2022
Average
15.1 instruments
Most Consistent Holdings
Top 5
AVGO86.13%
BTC80.26%
ETH61.2%
GOOG60.29%
META59.91%
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 |
|---|---|---|---|---|
| Bitcoin (BTC) | 16.16% | 20.63% | 80.26% | - |
| Broadcom (AVGO) | 8.32% | 5.54% | 86.13% | - |
 NVIDIA (NVDA) | 4.89% | 5.87% | 56.33% | - |
| Ethereum (ETH) | 4.02% | 4.23% | 61.2% | - |
| Meta (META) | 3.44% | 5.85% | 59.91% | - |
 Amazon (AMZN) | 2.91% | 4.56% | 59.91% | - |
| Alphabet (GOOG) | 2.67% | 4.87% | 60.29% | - |
 Netflix (NFLX) | 2.59% | 5.45% | 49.24% | - |
 Microsoft (MSFT) | 2.51% | 3.01% | 51.45% | - |
 Visa (V) | 2.1% | 3.35% | 54.34% | - |
 IBM (IBM) | 1.5% | 0% | 25.15% | 8/7/2024 |
 Qualcomm (QCOM) | 1.47% | 0% | 36.13% | 8/19/2025 |
 Tesla (TSLA) | 1.4% | 0% | 23.32% | 4/8/2024 |
 Apple (AAPL) | 1.38% | 0% | 23.55% | 8/22/2024 |
 Mastercard (MA) | 1.34% | 0% | 37.5% | 8/19/2025 |
 Salesforce (CRM) | 1.33% | 0% | 37.5% | 8/19/2025 |
 Adobe (ADBE) | 1.29% | 0% | 25.91% | 10/4/2024 |
 AMD (AMD) | 1.21% | 0% | 33.23% | 4/4/2025 |
 Cadence (CDNS) | 1.07% | 0% | 17.15% | 8/7/2023 |
 ExxonMobil (XOM) | 0.95% | 0% | 13.95% | 4/8/2024 |
 PayPal (PYPL) | 0.85% | 0% | 22.1% | 8/19/2025 |
 Colgate (CL) | 0.79% | 0% | 27.36% | 8/20/2025 |
 Ford (F) | 0.74% | 0% | 20.35% | 8/19/2025 |
 Gold (Non Expiry) (GOLD) | 0.74% | 0% | 11.51% | 8/11/2025 |
 Costco (COST) | 0.71% | 0% | 10.9% | 5/24/2022 |
 TRON (TRX) | 0.61% | 2.95% | 18.67% | - |
 Charles Schwab (SCHW) | 0.61% | 3.37% | 16.16% | - |
 ANSYS (ANSS) | 0.6% | 0% | 8% | 8/7/2023 |
 Target (TGT) | 0.59% | 0% | 14.02% | 11/20/2024 |
 Solana (SOL) | 0.56% | 2.72% | 18.37% | - |
 Simon (SPG) | 0.55% | 0% | 17.23% | 2/10/2025 |
 Merck (MRK) | 0.55% | 0% | 15.85% | 4/4/2025 |
 MetLife (MET) | 0.55% | 0% | 18.37% | 5/7/2025 |
 American Tower (AMT) | 0.54% | 0% | 13.34% | 11/13/2024 |
 Mondelez (MDLZ) | 0.5% | 0% | 11.05% | 10/17/2023 |
 DexCom (DXCM) | 0.48% | 0% | 6.78% | 8/7/2023 |
 General Dynamics (GD) | 0.43% | 0% | 10.59% | 5/15/2024 |
 American Express (AXP) | 0.43% | 0% | 13.72% | 3/7/2025 |
 Caterpillar (CAT) | 0.42% | 0% | 9.15% | 11/15/2023 |
 Build and Build (BNB) | 0.38% | 2.06% | 14.41% | - |
 Fiserv (FI) | 0.37% | 0% | 3.66% | 5/30/2023 |
 Walmart (WMT) | 0.36% | 0% | 7.32% | 11/15/2023 |
 Cisco (CSCO) | 0.35% | 0% | 7.32% | 11/15/2023 |
 Keurig Dr Pepper (KDP) | 0.34% | 0% | 10.29% | 5/16/2022 |
 Workday (WDAY) | 0.34% | 0% | 4.73% | 8/7/2023 |
 Accenture (ACN) | 0.34% | 0% | 7.32% | 11/15/2023 |
 Emerson (EMR) | 0.33% | 0% | 7.77% | 4/8/2024 |
 GM (GM) | 0.33% | 0% | 7.85% | 4/8/2024 |
 IDEXX (IDXX) | 0.32% | 0% | 10.29% | 5/16/2022 |
 Dow (DOW) | 0.32% | 0% | 7.77% | 4/8/2024 |
 T-Mobile (TMUS) | 0.31% | 0% | 9.07% | 2/4/2025 |
 Danaher (DHR) | 0.31% | 0% | 7.77% | 4/8/2024 |
 Comcast (CMCSA) | 0.31% | 0% | 7.77% | 4/8/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.31% | 0% | 7.93% | 8/7/2023 |
 JPMorgan (JPM) | 0.3% | 0% | 7.55% | 10/17/2023 |
 PepsiCo (PEP) | 0.3% | 0% | 7.77% | 4/8/2024 |
 Microchip (MCHP) | 0.29% | 0% | 4.73% | 8/7/2023 |
 Linde (LIN) | 0.29% | 0% | 5.11% | 10/17/2023 |
 XRP (XRP) | 0.29% | 0% | 10.21% | 3/10/2025 |
 Litecoin (LTC) | 0.24% | 0% | 9.98% | 5/12/2022 |
 ConocoPhillips (COP) | 0.22% | 0% | 4.04% | 5/24/2022 |
 Lam Research (LRCX) | 0.22% | 2.08% | 8.16% | - |
 Eli Lilly (LLY) | 0.21% | 0% | 7.85% | 8/19/2025 |
 Lockheed Martin (LMT) | 0.21% | 0% | 5.18% | 4/8/2024 |
 ADP (ADP) | 0.21% | 0% | 7.47% | 5/24/2022 |
 Vertex (VRTX) | 0.2% | 0% | 4.04% | 5/24/2022 |
 Disney (DIS) | 0.2% | 0% | 7.32% | 8/19/2025 |
 Cardano (ADA) | 0.19% | 0% | 10.37% | 12/9/2024 |
 Algorand (ALGO) | 0.16% | 0% | 15.17% | 6/27/2025 |
 Dogecoin (DOGE) | 0.16% | 0% | 4.8% | 1/16/2025 |
 Steel Dynamics (STLD) | 0.15% | 0% | 4.04% | 5/24/2022 |
 Ross Stores (ROST) | 0.14% | 0% | 2.97% | 8/7/2023 |
 Copart (CPRT) | 0.13% | 0% | 2.97% | 8/7/2023 |
 Abbott (ABT) | 0.13% | 0% | 3.58% | 4/23/2025 |
 Fortinet (FTNT) | 0.13% | 0% | 2.97% | 8/7/2023 |
 CoStar (CSGP) | 0.13% | 0% | 2.97% | 8/7/2023 |
 Cintas (CTAS) | 0.12% | 0% | 2.97% | 8/7/2023 |
 Crowdstrike (CRWD) | 0.12% | 0% | 2.97% | 8/7/2023 |
 Nucor (NUE) | 0.12% | 0% | 3.43% | 5/16/2022 |
 Palo Alto Networks (PANW) | 0.12% | 0% | 2.97% | 8/7/2023 |
 Polygon Ecosystem (ex Matic) (POL) | 0.12% | 0% | 6.86% | 4/1/2022 |
 Fastenal (FAST) | 0.11% | 0% | 2.97% | 8/7/2023 |
 Capital One (COF) | 0.1% | 0% | 2.21% | 9/6/2023 |
 Lululemon (LULU) | 0.09% | 0% | 2.97% | 8/7/2023 |
 Chainlink (LINK) | 0.09% | 0% | 9.91% | 5/11/2022 |
 Pool Corp. (POOL) | 0.09% | 0% | 3.58% | 2/16/2022 |
 Compound (COMP) | 0.06% | 0% | 9.91% | 5/11/2022 |
 Nike (NKE) | 0.06% | 0% | 2.9% | 10/16/2024 |
 CSX (CSX) | 0.05% | 0% | 2.06% | 1/27/2022 |
 Regeneron (REGN) | 0.05% | 0% | 1.37% | 5/24/2022 |
 Etsy (ETSY) | 0.05% | 0% | 3.58% | 2/16/2022 |
 Pfizer (PFE) | 0.04% | 0% | 0.99% | 5/7/2025 |
 Argan (AGX) | 0.04% | 2.82% | 1.3% | - |
 Palantir (PLTR) | 0.04% | 2.8% | 1.37% | - |
 Amprius (AMPX) | 0.03% | 2.66% | 1.3% | - |
 InterDigital (IDCC) | 0.03% | 2.8% | 1.3% | - |
 Cal-Maine Foods (CALM) | 0.03% | 2.59% | 1.3% | - |
 Comfort Systems USA (FIX) | 0.03% | 2.57% | 1.3% | - |
 DoorDash (DASH.US) | 0.03% | 2.55% | 1.3% | - |
 IDT (IDT) | 0.03% | 2.52% | 1.3% | - |
 Provident Financial (PFS) | 0.03% | 2.12% | 1.3% | - |
 Applied Materials (AMAT) | 0.02% | 0% | 0.76% | 1/10/2022 |
 UnitedHealth (UNH) | 0.02% | 0% | 0.53% | 5/15/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 14.43% | 18.25% |
| NVIDIA (NVDA) | 6.67% | 7.99% |
| Meta (META) | 3.72% | 5.38% |
| Broadcom (AVGO) | 4.27% | 4.74% |
| Netflix (NFLX) | 3.63% | 4.5% |
| Amazon (AMZN) | 3.18% | 4.27% |
| Alphabet (GOOG) | 3.26% | 3.79% |
| TRON (TRX) | 3.2% | 3.74% |
| Solana (SOL) | 4.77% | 3.51% |
| Merck (MRK) | 4.37% | 3.51% |
| Qualcomm (QCOM) | 4.3% | 3.48% |
| Build and Build (BNB) | 4.42% | 3.46% |
| T-Mobile (TMUS) | 3.68% | 3.27% |
| Salesforce (CRM) | 3.2% | 3.19% |
| Visa (V) | 3.06% | 3.02% |
| Microsoft (MSFT) | 3.29% | 2.88% |
| Mastercard (MA) | 3.14% | 2.87% |
| Dogecoin (DOGE) | 4.29% | 2.85% |
| American Express (AXP) | 3% | 2.83% |
| MetLife (MET) | 3.16% | 2.68% |
| Simon (SPG) | 2.88% | 2.55% |
| Colgate (CL) | 3.18% | 2.52% |
| Ethereum (ETH) | 3.18% | 2.39% |
| AMD (AMD) | 3.63% | 2.23% |