Portfolio Diversification
Range
Most Diversified
42 instruments
March 29, 2024
Least Diversified
0 instruments
February 2, 2025
Average
38 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
GOOG99.87%
META99.87%
AMZN99.87%
BA99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Apple (AAPL) | 8.54% | 0% | 99.87% | 2/1/2025 |
 Haemonetics (HAE) | 7.8% | 0% | 99.87% | 2/1/2025 |
 Walmart (WMT) | 6.63% | 0% | 99.87% | 2/1/2025 |
 Airbus (AIR.PA) | 6.1% | 0% | 99.87% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 5.55% | 0% | 61.49% | 2/1/2025 |
| Amazon (AMZN) | 5.33% | 0% | 99.87% | 2/1/2025 |
| Boeing (BA) | 3.89% | 0% | 99.87% | 2/1/2025 |
 iShares Semiconductor ETF (SOXX) | 3.76% | 0% | 99.87% | 2/1/2025 |
 Visa (V) | 3.55% | 0% | 99.87% | 2/1/2025 |
 Mastercard (MA) | 3.52% | 0% | 99.87% | 2/1/2025 |
 SPDR S&P Biotech ETF (XBI) | 3.49% | 0% | 99.87% | 2/1/2025 |
| Meta (META) | 3.4% | 0% | 99.87% | 2/1/2025 |
 Baidu (BIDU) | 3.18% | 0% | 99.87% | 2/1/2025 |
| Alphabet (GOOG) | 3.08% | 0% | 99.87% | 2/1/2025 |
 Activision Blizzard, Inc. (ATVI) | 3.04% | 0% | 37.32% | 10/16/2023 |
 PayPal (PYPL) | 2.82% | 0% | 99.87% | 2/1/2025 |
 Qualcomm (QCOM) | 2.69% | 0% | 99.87% | 2/1/2025 |
 NVIDIA (NVDA) | 2.24% | 0% | 99.87% | 2/1/2025 |
 ServiceNow (NOW) | 2.12% | 0% | 99.87% | 2/1/2025 |
 Investec (INVP.L) | 1.48% | 0% | 99.87% | 2/1/2025 |
 Invesco Solar ETF (TAN) | 1.45% | 0% | 99.87% | 2/1/2025 |
 Bitcoin (BTC) | 1.02% | 0% | 53.12% | 2/12/2024 |
 Unilever (ULVR.L) | 0.9% | 0% | 99.87% | 2/1/2025 |
 Workday (WDAY) | 0.88% | 0% | 99.87% | 2/1/2025 |
 Netflix (NFLX) | 0.85% | 0% | 99.87% | 2/1/2025 |
 Microsoft (MSFT) | 0.76% | 0% | 44.89% | 2/1/2025 |
 Uber (UBER) | 0.62% | 0% | 99.87% | 2/1/2025 |
 Kimberly-Clark (KMB) | 0.58% | 0% | 99.87% | 2/1/2025 |
 Adobe (ADBE) | 0.57% | 0% | 44.62% | 2/1/2025 |
 Nisource (NI) | 0.53% | 0% | 99.87% | 2/1/2025 |
 Vista Energy (VIST) | 0.48% | 0% | 44.62% | 2/1/2025 |
 Ameren (AEE) | 0.47% | 0% | 99.87% | 2/1/2025 |
 Alliant Energy (LNT) | 0.47% | 0% | 99.87% | 2/1/2025 |
 WEC Energy (WEC) | 0.46% | 0% | 99.87% | 2/1/2025 |
 Lyft (LYFT) | 0.35% | 0% | 99.87% | 2/1/2025 |
 MercadoLibre (MELI) | 0.34% | 0% | 21.12% | 8/7/2024 |
 Sabre (SABR) | 0.32% | 0% | 99.87% | 2/1/2025 |
 Meituan (03690.HK) | 0.31% | 0% | 99.87% | 2/1/2025 |
 United Airlines (UAL) | 0.3% | 0% | 26.43% | 2/1/2025 |
 Global Payments (GPN) | 0.3% | 0% | 99.87% | 2/1/2025 |
 Cheniere (LNG) | 0.28% | 0% | 18.33% | 7/17/2024 |
 Delta (DAL) | 0.26% | 0% | 26.16% | 2/1/2025 |
 Unity (U) | 0.16% | 0% | 99.87% | 2/1/2025 |
 Booking (BKNG) | 0.15% | 0% | 14.48% | 7/16/2024 |
 KLA (KLAC) | 0.1% | 0% | 9.96% | 6/12/2024 |
 Scorpius Holdings (SCPX) | 0.06% | 0% | 69.99% | 6/21/2024 |
 Corebridge (CRBG) | 0.05% | 0% | 2.66% | 3/20/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 6.33% | 9.21% |
| SPDR S&P 500 ETF (SPY) | 7.64% | 8.88% |
| Walmart (WMT) | 5.07% | 8.07% |
| Amazon (AMZN) | 5.89% | 6.27% |
| Haemonetics (HAE) | 5.48% | 5.94% |
| Meta (META) | 4.48% | 5.62% |
| Airbus (AIR.PA) | 4.83% | 5.5% |
| Visa (V) | 2.92% | 3.55% |
| iShares Semiconductor ETF (SOXX) | 2.78% | 3.54% |
| Mastercard (MA) | 2.74% | 3.53% |
| NVIDIA (NVDA) | 0.91% | 3.47% |
| Alphabet (GOOG) | 2.74% | 3.37% |
| SPDR S&P Biotech ETF (XBI) | 5.85% | 2.95% |
| PayPal (PYPL) | 5.67% | 2.86% |
| Boeing (BA) | 4.09% | 2.85% |
| ServiceNow (NOW) | 1.59% | 2.7% |
| Qualcomm (QCOM) | 2.71% | 2.34% |
| Baidu (BIDU) | 4.87% | 1.89% |
| Microsoft (MSFT) | 1.83% | 1.56% |
| United Airlines (UAL) | 0.84% | 1.48% |
| Investec (INVP.L) | 0.91% | 1.27% |
| Netflix (NFLX) | 0.58% | 1.17% |
| Vista Energy (VIST) | 0.91% | 1.13% |
| Delta (DAL) | 0.95% | 1.06% |
| Adobe (ADBE) | 1.55% | 1.04% |
| Workday (WDAY) | 0.91% | 0.8% |
| Unilever (ULVR.L) | 0.92% | 0.78% |
| Invesco Solar ETF (TAN) | 3.05% | 0.73% |
| Nisource (NI) | 0.55% | 0.55% |
| Uber (UBER) | 0.44% | 0.55% |
| Kimberly-Clark (KMB) | 0.55% | 0.47% |
| Alliant Energy (LNT) | 0.55% | 0.43% |
| Ameren (AEE) | 0.55% | 0.42% |
| WEC Energy (WEC) | 0.55% | 0.4% |
| Meituan (03690.HK) | 0.91% | 0.3% |
| Lyft (LYFT) | 1.01% | 0.29% |
| Sabre (SABR) | 1% | 0.25% |
| Global Payments (GPN) | 0.37% | 0.24% |
| Unity (U) | 0.63% | 0.1% |
| Scorpius Holdings (SCPX) | 0.91% | 0% |