Portfolio Diversification
Range
Most Diversified
27 instruments
July 14, 2023
Least Diversified
0 instruments
May 25, 2022
Average
15.5 instruments
Most Consistent Holdings
Top 5
AVGO86.58%
BTC81.08%
ETH63.24%
GOOG62.38%
META62.03%
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) | 16.15% | 18.76% | 81.08% | - |
| Broadcom (AVGO) | 8.2% | 7.66% | 86.58% | - |
 NVIDIA (NVDA) | 4.93% | 6.12% | 58.67% | - |
| Ethereum (ETH) | 4% | 5.36% | 63.24% | - |
| Meta (META) | 3.52% | 4.85% | 62.03% | - |
 Amazon (AMZN) | 2.97% | 4.65% | 62.03% | - |
| Alphabet (GOOG) | 2.8% | 6.37% | 62.38% | - |
 Netflix (NFLX) | 2.7% | 4.86% | 52.03% | - |
 Microsoft (MSFT) | 2.52% | 3.7% | 54.1% | - |
 Visa (V) | 2.15% | 3.68% | 56.82% | - |
 IBM (IBM) | 1.4% | 0% | 23.55% | 8/7/2024 |
 Qualcomm (QCOM) | 1.38% | 0% | 33.83% | 8/19/2025 |
 Tesla (TSLA) | 1.31% | 0% | 21.84% | 4/8/2024 |
 Apple (AAPL) | 1.3% | 0% | 22.06% | 8/22/2024 |
 Mastercard (MA) | 1.25% | 0% | 35.12% | 8/19/2025 |
 Salesforce (CRM) | 1.25% | 0% | 35.12% | 8/19/2025 |
 Adobe (ADBE) | 1.21% | 0% | 24.27% | 10/4/2024 |
 AMD (AMD) | 1.13% | 0% | 31.12% | 4/4/2025 |
 Cadence (CDNS) | 1% | 0% | 16.06% | 8/7/2023 |
 Gold (Non Expiry) (GOLD) | 0.94% | 0% | 14.78% | 11/26/2025 |
 ExxonMobil (XOM) | 0.89% | 0% | 13.06% | 4/8/2024 |
 PayPal (PYPL) | 0.8% | 0% | 20.7% | 8/19/2025 |
 Charles Schwab (SCHW) | 0.76% | 3.95% | 21.06% | - |
 Colgate (CL) | 0.74% | 0% | 25.62% | 8/20/2025 |
 Ford (F) | 0.7% | 0% | 19.06% | 8/19/2025 |
 Costco (COST) | 0.66% | 0% | 10.21% | 5/24/2022 |
 TRON (TRX) | 0.63% | 0% | 19.84% | 10/9/2025 |
 Solana (SOL) | 0.63% | 0% | 21.27% | 11/3/2025 |
 ANSYS (ANSS) | 0.56% | 0% | 7.49% | 8/7/2023 |
 Target (TGT) | 0.56% | 0% | 13.13% | 11/20/2024 |
 Simon (SPG) | 0.51% | 0% | 16.13% | 2/10/2025 |
 Merck (MRK) | 0.51% | 0% | 14.85% | 4/4/2025 |
 MetLife (MET) | 0.51% | 0% | 17.2% | 5/7/2025 |
 American Tower (AMT) | 0.51% | 0% | 12.49% | 11/13/2024 |
 Mondelez (MDLZ) | 0.47% | 0% | 10.35% | 10/17/2023 |
 DexCom (DXCM) | 0.45% | 0% | 6.35% | 8/7/2023 |
 Build and Build (BNB) | 0.45% | 0% | 17.63% | 11/4/2025 |
 General Dynamics (GD) | 0.4% | 0% | 9.92% | 5/15/2024 |
 American Express (AXP) | 0.4% | 0% | 12.85% | 3/7/2025 |
 Caterpillar (CAT) | 0.4% | 0% | 8.57% | 11/15/2023 |
 Lam Research (LRCX) | 0.36% | 3.99% | 13.56% | - |
 Fiserv (FISV) | 0.34% | 0% | 3.43% | 5/30/2023 |
 Walmart (WMT) | 0.34% | 0% | 6.85% | 11/15/2023 |
 Cisco (CSCO) | 0.33% | 0% | 6.85% | 11/15/2023 |
 Keurig Dr Pepper (KDP) | 0.32% | 0% | 9.64% | 5/16/2022 |
 Workday (WDAY) | 0.32% | 0% | 4.43% | 8/7/2023 |
 Accenture (ACN) | 0.32% | 0% | 6.85% | 11/15/2023 |
 Emerson (EMR) | 0.31% | 0% | 7.28% | 4/8/2024 |
 Amprius (AMPX) | 0.31% | 4.92% | 7.14% | - |
 GM (GM) | 0.31% | 0% | 7.35% | 4/8/2024 |
 IDEXX (IDXX) | 0.3% | 0% | 9.64% | 5/16/2022 |
 Dow (DOW) | 0.3% | 0% | 7.28% | 4/8/2024 |
 T-Mobile (TMUS) | 0.29% | 0% | 8.49% | 2/4/2025 |
 Danaher (DHR) | 0.29% | 0% | 7.28% | 4/8/2024 |
 Comcast (CMCSA) | 0.29% | 0% | 7.28% | 4/8/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.29% | 0% | 7.42% | 8/7/2023 |
 JPMorgan (JPM) | 0.28% | 0% | 7.07% | 10/17/2023 |
 PepsiCo (PEP) | 0.28% | 0% | 7.28% | 4/8/2024 |
 Microchip (MCHP) | 0.27% | 0% | 4.43% | 8/7/2023 |
 Linde (LIN) | 0.27% | 0% | 4.78% | 10/17/2023 |
 XRP (XRP) | 0.27% | 0% | 9.56% | 3/10/2025 |
 Argan (AGX) | 0.26% | 5.47% | 7.14% | - |
 Litecoin (LTC) | 0.22% | 0% | 9.35% | 5/12/2022 |
 Palantir (PLTR) | 0.22% | 4.03% | 7.21% | - |
 InterDigital (IDCC) | 0.21% | 2.77% | 6.92% | - |
 Comfort Systems USA (FIX) | 0.21% | 4.12% | 7.14% | - |
 ConocoPhillips (COP) | 0.21% | 0% | 3.78% | 5/24/2022 |
 Eli Lilly (LLY) | 0.2% | 0% | 7.35% | 8/19/2025 |
 Lockheed Martin (LMT) | 0.2% | 0% | 4.85% | 4/8/2024 |
 ADP (ADP) | 0.2% | 0% | 7% | 5/24/2022 |
 Vertex (VRTX) | 0.19% | 0% | 3.78% | 5/24/2022 |
 Disney (DIS) | 0.19% | 0% | 6.85% | 8/19/2025 |
 Cardano (ADA) | 0.18% | 0% | 9.71% | 12/9/2024 |
 Algorand (ALGO) | 0.15% | 0% | 14.2% | 6/27/2025 |
 Dogecoin (DOGE) | 0.15% | 0% | 4.5% | 1/16/2025 |
 Steel Dynamics (STLD) | 0.14% | 0% | 3.78% | 5/24/2022 |
 DoorDash (DASH.US) | 0.13% | 0% | 5.42% | 11/5/2025 |
 Provident Financial (PFS) | 0.13% | 0% | 6.71% | 11/28/2025 |
 Ross Stores (ROST) | 0.13% | 0% | 2.78% | 8/7/2023 |
 Silver (Non Expiry) (SILVER) | 0.13% | 4.76% | 2.5% | - |
 Copart (CPRT) | 0.12% | 0% | 2.78% | 8/7/2023 |
 Abbott (ABT) | 0.12% | 0% | 3.35% | 4/23/2025 |
 Fortinet (FTNT) | 0.12% | 0% | 2.78% | 8/7/2023 |
 CoStar (CSGP) | 0.12% | 0% | 2.78% | 8/7/2023 |
 Cintas (CTAS) | 0.12% | 0% | 2.78% | 8/7/2023 |
 Crowdstrike (CRWD) | 0.12% | 0% | 2.78% | 8/7/2023 |
 Nucor (NUE) | 0.11% | 0% | 3.21% | 5/16/2022 |
 Palo Alto Networks (PANW) | 0.11% | 0% | 2.78% | 8/7/2023 |
 Polygon Ecosystem (ex Matic) (POL) | 0.11% | 0% | 6.42% | 4/1/2022 |
 Fastenal (FAST) | 0.1% | 0% | 2.78% | 8/7/2023 |
 Capital One (COF) | 0.09% | 0% | 2.07% | 9/6/2023 |
 Lululemon (LULU) | 0.09% | 0% | 2.78% | 8/7/2023 |
 Chainlink (LINK) | 0.09% | 0% | 9.28% | 5/11/2022 |
 Pool Corp. (POOL) | 0.08% | 0% | 3.35% | 2/16/2022 |
 IDT (IDT) | 0.07% | 0% | 3% | 10/1/2025 |
 Compound (COMP) | 0.06% | 0% | 9.28% | 5/11/2022 |
 Nike (NKE) | 0.05% | 0% | 2.71% | 10/16/2024 |
 CSX (CSX) | 0.05% | 0% | 1.93% | 1/27/2022 |
 Regeneron (REGN) | 0.05% | 0% | 1.28% | 5/24/2022 |
 Etsy (ETSY) | 0.04% | 0% | 3.35% | 2/16/2022 |
 Pfizer (PFE) | 0.04% | 0% | 0.93% | 5/7/2025 |
 Cal-Maine Foods (CALM) | 0.04% | 0% | 1.5% | 9/10/2025 |
 Oracle (ORCL) | 0.02% | 0% | 1% | 9/24/2025 |
 Applied Materials (AMAT) | 0.02% | 0% | 0.71% | 1/10/2022 |
 UnitedHealth (UNH) | 0.02% | 0% | 0.5% | 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% |