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Portfolio Diversification
Range
Most Diversified
27 instruments
July 14, 2023
Least Diversified
0 instruments
May 25, 2022
Average
15.7 instruments
Most Consistent Holdings
Top 5
AVGO87.35%
BTC81.86%
GOOG64.66%
AMZN62.78%
ETH62.52%
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) | 15.79% | 8.52% | 81.86% | - |
| Broadcom (AVGO) | 8.02% | 3.65% | 87.35% | - |
 NVIDIA (NVDA) | 4.87% | 3.64% | 61.18% | - |
| Ethereum (ETH) | 3.8% | 0% | 61.31% | 2/11/2026 |
 Meta (META) | 3.42% | 0% | 61.71% | 2/5/2026 |
| Amazon (AMZN) | 2.93% | 0% | 62.78% | 3/2/2026 |
| Alphabet (GOOG) | 2.88% | 3.65% | 64.66% | - |
 Netflix (NFLX) | 2.63% | 0% | 51.94% | 1/21/2026 |
 Microsoft (MSFT) | 2.41% | 0% | 52.41% | 12/29/2025 |
 Visa (V) | 2.03% | 0% | 53.75% | 12/11/2025 |
 Gold (Non Expiry) (GOLD) | 1.69% | 17.56% | 19.41% | - |
 IBM (IBM) | 1.32% | 0% | 22.09% | 8/7/2024 |
 Qualcomm (QCOM) | 1.29% | 0% | 31.73% | 8/19/2025 |
 Tesla (TSLA) | 1.23% | 0% | 20.48% | 4/8/2024 |
 Apple (AAPL) | 1.22% | 0% | 20.68% | 8/22/2024 |
 Mastercard (MA) | 1.18% | 0% | 32.93% | 8/19/2025 |
 Salesforce (CRM) | 1.17% | 0% | 32.93% | 8/19/2025 |
 AMD (AMD) | 1.14% | 2.02% | 32.86% | - |
 Adobe (ADBE) | 1.13% | 0% | 22.76% | 10/4/2024 |
 Cadence (CDNS) | 0.94% | 0% | 15.06% | 8/7/2023 |
 ExxonMobil (XOM) | 0.84% | 0% | 12.25% | 4/8/2024 |
 PayPal (PYPL) | 0.75% | 0% | 19.41% | 8/19/2025 |
 Charles Schwab (SCHW) | 0.73% | 0% | 20.21% | 12/11/2025 |
 Silver (Non Expiry) (SILVER) | 0.72% | 8.07% | 7.63% | - |
 Colgate (CL) | 0.69% | 0% | 24.03% | 8/20/2025 |
 Ford (F) | 0.65% | 0% | 17.87% | 8/19/2025 |
 Costco (COST) | 0.62% | 0% | 9.57% | 5/24/2022 |
 TRON (TRX) | 0.6% | 0% | 18.61% | 10/9/2025 |
 Solana (SOL) | 0.59% | 0% | 19.95% | 11/3/2025 |
 Lam Research (LRCX) | 0.55% | 2.62% | 18.41% | - |
 ANSYS (ANSS) | 0.53% | 0% | 7.03% | 8/7/2023 |
 Target (TGT) | 0.52% | 0% | 12.32% | 11/20/2024 |
 Amprius (AMPX) | 0.5% | 0% | 11.78% | 3/4/2026 |
 Simon (SPG) | 0.48% | 0% | 15.13% | 2/10/2025 |
 Merck (MRK) | 0.48% | 0% | 13.92% | 4/4/2025 |
 MetLife (MET) | 0.48% | 0% | 16.13% | 5/7/2025 |
 Argan (AGX) | 0.47% | 3.45% | 12.38% | - |
 American Tower (AMT) | 0.47% | 0% | 11.71% | 11/13/2024 |
 Mondelez (MDLZ) | 0.44% | 0% | 9.71% | 10/17/2023 |
 DexCom (DXCM) | 0.42% | 0% | 5.96% | 8/7/2023 |
 Build and Build (BNB) | 0.42% | 0% | 16.53% | 11/4/2025 |
 Comfort Systems USA (FIX) | 0.42% | 5.24% | 12.38% | - |
 General Dynamics (GD) | 0.38% | 0% | 9.3% | 5/15/2024 |
 American Express (AXP) | 0.37% | 0% | 12.05% | 3/7/2025 |
 Caterpillar (CAT) | 0.37% | 0% | 8.03% | 11/15/2023 |
 Fiserv (FISV) | 0.32% | 0% | 3.21% | 5/30/2023 |
 Walmart (WMT) | 0.32% | 0% | 6.43% | 11/15/2023 |
 Cisco (CSCO) | 0.31% | 0% | 6.43% | 11/15/2023 |
 Keurig Dr Pepper (KDP) | 0.3% | 0% | 9.04% | 5/16/2022 |
 Workday (WDAY) | 0.3% | 0% | 4.15% | 8/7/2023 |
 Accenture (ACN) | 0.3% | 0% | 6.43% | 11/15/2023 |
 Emerson (EMR) | 0.29% | 0% | 6.83% | 4/8/2024 |
 GM (GM) | 0.29% | 0% | 6.89% | 4/8/2024 |
 IDEXX (IDXX) | 0.28% | 0% | 9.04% | 5/16/2022 |
 Dow (DOW) | 0.28% | 0% | 6.83% | 4/8/2024 |
 T-Mobile (TMUS) | 0.27% | 0% | 7.97% | 2/4/2025 |
 Danaher (DHR) | 0.27% | 0% | 6.83% | 4/8/2024 |
 Comcast (CMCSA) | 0.27% | 0% | 6.83% | 4/8/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.27% | 0% | 6.96% | 8/7/2023 |
 JPMorgan (JPM) | 0.26% | 0% | 6.63% | 10/17/2023 |
 PepsiCo (PEP) | 0.26% | 0% | 6.83% | 4/8/2024 |
 Microchip (MCHP) | 0.26% | 0% | 4.15% | 8/7/2023 |
 InterDigital (IDCC) | 0.25% | 0% | 8.97% | 2/4/2026 |
 Linde (LIN) | 0.25% | 0% | 4.48% | 10/17/2023 |
 XRP (XRP) | 0.25% | 0% | 8.97% | 3/10/2025 |
 Palantir (PLTR) | 0.24% | 0% | 8.17% | 1/20/2026 |
 Coherent (COHR) | 0.23% | 6.12% | 5.62% | - |
 Dycom (DY) | 0.22% | 4.31% | 5.62% | - |
 Litecoin (LTC) | 0.21% | 0% | 8.77% | 5/12/2022 |
 Micron (MU) | 0.2% | 0% | 5.09% | 3/3/2026 |
 ConocoPhillips (COP) | 0.19% | 0% | 3.55% | 5/24/2022 |
 Eli Lilly (LLY) | 0.19% | 0% | 6.89% | 8/19/2025 |
 Lockheed Martin (LMT) | 0.19% | 0% | 4.55% | 4/8/2024 |
 ADP (ADP) | 0.19% | 0% | 6.56% | 5/24/2022 |
 Vertex (VRTX) | 0.18% | 0% | 3.55% | 5/24/2022 |
 Disney (DIS) | 0.18% | 0% | 6.43% | 8/19/2025 |
 Cardano (ADA) | 0.17% | 0% | 9.1% | 12/9/2024 |
 Kinross Gold (KGC) | 0.17% | 0% | 5.09% | 3/3/2026 |
 Ubiquiti (UI) | 0.14% | 3.57% | 5.15% | - |
 Algorand (ALGO) | 0.14% | 0% | 13.32% | 6/27/2025 |
 Dogecoin (DOGE) | 0.14% | 0% | 4.22% | 1/16/2025 |
 Steel Dynamics (STLD) | 0.13% | 0% | 3.55% | 5/24/2022 |
 DoorDash (DASH.US) | 0.13% | 0% | 5.09% | 11/5/2025 |
 Provident Financial (PFS) | 0.12% | 0% | 6.29% | 11/28/2025 |
 Ross Stores (ROST) | 0.12% | 0% | 2.61% | 8/7/2023 |
 Copart (CPRT) | 0.12% | 0% | 2.61% | 8/7/2023 |
 Abbott (ABT) | 0.11% | 0% | 3.15% | 4/23/2025 |
 Fortinet (FTNT) | 0.11% | 0% | 2.61% | 8/7/2023 |
 CoStar (CSGP) | 0.11% | 0% | 2.61% | 8/7/2023 |
 Cintas (CTAS) | 0.11% | 0% | 2.61% | 8/7/2023 |
 Crowdstrike (CRWD) | 0.11% | 0% | 2.61% | 8/7/2023 |
 Nucor (NUE) | 0.11% | 0% | 3.01% | 5/16/2022 |
 Palo Alto Networks (PANW) | 0.11% | 0% | 2.61% | 8/7/2023 |
 Polygon Ecosystem (ex Matic) (POL) | 0.1% | 0% | 6.02% | 4/1/2022 |
 Fastenal (FAST) | 0.1% | 0% | 2.61% | 8/7/2023 |
 HF Sinclair (DINO) | 0.09% | 3.2% | 4.02% | - |
 Capital One (COF) | 0.08% | 0% | 1.94% | 9/6/2023 |
 Lululemon (LULU) | 0.08% | 0% | 2.61% | 8/7/2023 |
 Chainlink (LINK) | 0.08% | 0% | 8.7% | 5/11/2022 |
 Pool Corp. (POOL) | 0.08% | 0% | 3.15% | 2/16/2022 |
 IDT (IDT) | 0.07% | 0% | 2.81% | 10/1/2025 |
 Compound (COMP) | 0.06% | 0% | 8.7% | 5/11/2022 |
 AppLovin (APP) | 0.05% | 0% | 1.67% | 1/6/2026 |
 Nike (NKE) | 0.05% | 0% | 2.54% | 10/16/2024 |
 AngloGold Ashanti (AU) | 0.05% | 0% | 1.94% | 3/3/2026 |
 CSX (CSX) | 0.05% | 0% | 1.81% | 1/27/2022 |
 Regeneron (REGN) | 0.05% | 0% | 1.2% | 5/24/2022 |
 Arista (ANET) | 0.04% | 0% | 1.67% | 1/6/2026 |
 Etsy (ETSY) | 0.04% | 0% | 3.15% | 2/16/2022 |
 Pfizer (PFE) | 0.04% | 0% | 0.87% | 5/7/2025 |
 Cal-Maine Foods (CALM) | 0.04% | 0% | 1.41% | 9/10/2025 |
 Rocket Lab (RKLB) | 0.03% | 0% | 1.54% | 1/29/2026 |
 Incyte (INCY) | 0.03% | 0% | 1.61% | 2/11/2026 |
 V2X (VVX) | 0.02% | 4.25% | 0.74% | - |
 Oracle (ORCL) | 0.02% | 0% | 0.94% | 9/24/2025 |
 EchoStar (SATS) | 0.02% | 0% | 1.61% | 1/30/2026 |
 Applied Materials (AMAT) | 0.02% | 0% | 0.67% | 1/10/2022 |
 Amphenol (APH) | 0.01% | 0% | 0.47% | 3/3/2026 |
 UnitedHealth (UNH) | 0.01% | 0% | 0.47% | 5/15/2025 |
 Oil (Non Expiry) (OIL) | 0.01% | 12.59% | 0.13% | - |
 Copper (Expiring Future) (COPPER.FUT) | 0% | 0% | 0.07% | 1/30/2026 |
 First Majestic (AG) | 0% | 0% | 0.07% | 1/30/2026 |
 Kyndryl (KD) | 0% | 0% | 0.07% | 2/12/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Silver (Non Expiry) (SILVER) | 20.03% | 20.09% |
| Bitcoin (BTC) | 16.03% | 16.6% |
| Broadcom (AVGO) | 8.01% | 8.04% |
| Gold (Non Expiry) (GOLD) | 8.01% | 7.41% |
| Netflix (NFLX) | 4.01% | 4.13% |
| Alphabet (GOOG) | 4.01% | 4.13% |
| Amazon (AMZN) | 4.01% | 4.12% |
| NVIDIA (NVDA) | 4.01% | 4.08% |
| Meta (META) | 4.01% | 4.06% |
| Arista (ANET) | 4.01% | 4.01% |
| Kinross Gold (KGC) | 4.01% | 3.97% |
| Dycom (DY) | 4.01% | 3.96% |
| Coherent (COHR) | 4.01% | 3.96% |
| Micron (MU) | 4.01% | 3.89% |
| Ubiquiti (UI) | 4.01% | 3.88% |
| AppLovin (APP) | 4.01% | 3.85% |
Cash & Instruments Over Time
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