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Portfolio Diversification
Range
Most Diversified
88 instruments
June 22, 2023
Least Diversified
0 instruments
February 2, 2025
Average
67.4 instruments
Most Consistent Holdings
Top 5
QIWI99.25%
TSLA99.25%
PYPL99.25%
SFTGQ99.25%
VOO99.25%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Palantir (PLTR) | 20.26% | 10.65% | 99.25% | - |
| Tesla (TSLA) | 7.99% | 1.31% | 99.25% | - |
 AGNC (AGNC) | 5.4% | 0.92% | 78.47% | - |
 Global Net Lease (GNL) | 5.3% | 0% | 94.97% | 7/9/2026 |
 Schwab US Dividend Equity ETF (SCHD) | 4.6% | 17.9% | 57.99% | - |
 ARMOUR Residential REIT (ARR) | 4.38% | 2.82% | 99.25% | - |
 Icahn Enterprises (IEP) | 4.14% | 0.85% | 75.54% | - |
| Vanguard S&P 500 ETF (VOO) | 3.59% | 3.02% | 99.25% | - |
| PayPal (PYPL) | 2.59% | 0.21% | 99.25% | - |
 JeppeKirkBonde | 2.33% | 0.9% | 98.5% | - |
 Ellington Financial (EFC) | 1.75% | 0% | 26.56% | 10/27/2025 |
 DraftKings (DKNG) | 1.68% | 0% | 57.76% | 2/20/2025 |
 Disney (DIS) | 1.65% | 0% | 78.02% | 11/18/2025 |
 Microsoft (MSFT) | 1.41% | 1.88% | 61.37% | - |
 Alphabet (GOOG) | 1.17% | 0% | 22.88% | 11/9/2023 |
 Corsair (CRSR) | 1.17% | 0% | 74.94% | 10/7/2025 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 1.08% | 0% | 38.03% | 7/7/2026 |
 CRISPR Therapeutics (CRSP) | 1.07% | 0.18% | 99.25% | - |
 Amazon (AMZN) | 1.07% | 0% | 29.48% | 2/5/2024 |
 Nio (NIO) | 1.03% | 0.11% | 99.25% | - |
 SoFi (SOFI) | 0.97% | 0% | 51.31% | 11/25/2024 |
 Apple (AAPL) | 0.87% | 0% | 23.18% | 11/13/2023 |
 Enphase (ENPH) | 0.85% | 0.07% | 96.32% | - |
 Meta (META) | 0.84% | 0% | 27.61% | 1/11/2024 |
 ZIM (ZIM) | 0.83% | 0.25% | 99.25% | - |
 Starwood Property Trust (STWD) | 0.67% | 2.68% | 25.43% | - |
 Orchid Island (ORC) | 0.61% | 0% | 10.05% | 2/28/2025 |
 Barings BDC (BBDC) | 0.57% | 3.58% | 25.36% | - |
 MFA Financial (MFA) | 0.57% | 3.15% | 18.98% | - |
 Pinterest (PINS) | 0.56% | 0% | 77.12% | 11/5/2025 |
 Digital Turbine (APPS) | 0.5% | 0% | 73.07% | 9/12/2025 |
 Block Inc. (XYZ) | 0.49% | 0% | 77.27% | 11/7/2025 |
 Fiverr (FVRR) | 0.48% | 0% | 77.12% | 11/5/2025 |
 Visa (V) | 0.47% | 1.3% | 21.91% | - |
 Alibaba (BABA) | 0.44% | 0% | 85.9% | 3/4/2026 |
 Delek Logistics Partners LP (DKL) | 0.41% | 0% | 19.2% | 6/12/2026 |
 Nano Dimension (NNDM) | 0.4% | 0% | 73.07% | 9/12/2025 |
 Spok (SPOK) | 0.39% | 3.31% | 12.38% | - |
 Zillow (Z) | 0.38% | 0% | 78.02% | 11/18/2025 |
 Coinbase (COIN) | 0.38% | 0% | 33.08% | 3/25/2024 |
 Energy Transfer (ET) | 0.38% | 0% | 16.8% | 8/3/2026 |
 Roku (ROKU) | 0.34% | 0% | 75.09% | 10/9/2025 |
 Affirm (AFRM) | 0.33% | 0% | 73.97% | 9/24/2025 |
 Prospect Capital (PSEC) | 0.33% | 0% | 15.98% | 5/24/2024 |
 Lemonade (LMND) | 0.28% | 0% | 75.62% | 10/16/2025 |
 Coca-Cola (KO) | 0.25% | 0.42% | 27.61% | - |
 Avolta (AVOL.ZU) | 0.24% | 0% | 86.27% | 3/9/2026 |
 Global Ship Lease (GSL) | 0.24% | 0% | 7.05% | 9/3/2026 |
 SunPower (SPWRQ) | 0.23% | 0% | 46.89% | 9/26/2024 |
| Qiwi Plc-ADR (QIWI) | 0.22% | 0.04% | 99.25% | - |
 ARK Genomic Revolution ETF (ARKG) | 0.22% | 0% | 76.07% | 10/22/2025 |
 Teladoc (TDOC) | 0.22% | 0% | 73.07% | 9/12/2025 |
 ADP (ADP) | 0.21% | 1.56% | 11.18% | - |
 Bio-Techne (TECH) | 0.21% | 0% | 75.17% | 10/10/2025 |
 Fresenius Medical Care (FME.DE) | 0.21% | 0% | 77.04% | 11/4/2025 |
 Lancaster Colony (MZTI) | 0.21% | 1.69% | 9.83% | - |
 American Eagle (AEO) | 0.21% | 0% | 80.65% | 12/24/2025 |
 VICI Properties (VICI) | 0.2% | 1.43% | 11.63% | - |
 Amicus Therapeutics (FOLD) | 0.2% | 0% | 89.95% | 4/29/2026 |
 Broadcom (AVGO) | 0.2% | 0.68% | 25.43% | - |
 Riot (RIOT) | 0.2% | 0.03% | 99.25% | - |
 Blue Owl Capital (OWL) | 0.2% | 4% | 6.98% | - |
 SQM (SQM) | 0.2% | 0% | 60.24% | 11/4/2025 |
 Ardmore Shipping (ASC) | 0.19% | 3.48% | 7.2% | - |
 Foot Locker (FL) | 0.19% | 0% | 72.99% | 9/11/2025 |
 AngloGold Ashanti (AU) | 0.19% | 2.06% | 9.68% | - |
 Citi (C) | 0.18% | 0% | 8.55% | 11/30/2023 |
 Canadian Solar (CSIQ) | 0.18% | 0% | 75.17% | 10/10/2025 |
 Unity (U) | 0.18% | 0% | 82.67% | 1/20/2026 |
 UiPath (PATH) | 0.18% | 0% | 75.47% | 10/14/2025 |
 Uniti (UNIT) | 0.17% | 0% | 6.23% | 12/17/2025 |
 DocuSign (DOCU) | 0.17% | 0.04% | 98.72% | - |
 Dynex Capital (DX) | 0.17% | 3.32% | 5.78% | - |
 Invesco Solar ETF (TAN) | 0.16% | 0% | 78.17% | 11/21/2025 |
 Stellus Capital (SCM) | 0.16% | 3.45% | 5.78% | - |
 Accenture (ACN) | 0.16% | 2.13% | 8.48% | - |
 Runway Growth (RWAY) | 0.16% | 3.37% | 7.2% | - |
 Twilio (TWLO) | 0.16% | 0% | 75.69% | 10/17/2025 |
 Snapchat (SNAP) | 0.16% | 0% | 73.07% | 9/12/2025 |
 Arbor Realty (ABR) | 0.16% | 0% | 5.18% | 4/23/2024 |
 Cleanspark (CLSK) | 0.15% | 0% | 75.17% | 10/10/2025 |
 Xiaomi (1810.HK) | 0.15% | 0% | 49.96% | 11/7/2024 |
 Freshpet (FRPT) | 0.14% | 0% | 36.76% | 5/13/2024 |
 Pagseguro (PAGS) | 0.14% | 0% | 86.5% | 3/12/2026 |
 Zoom (ZM) | 0.14% | 0% | 75.47% | 10/14/2025 |
 ARK Innovation ETF (ARKK) | 0.14% | 0% | 83.65% | 2/2/2026 |
 Johnson & Johnson (JNJ) | 0.14% | 0.25% | 25.43% | - |
 BioNano (BNGO) | 0.13% | 0% | 55.74% | 1/23/2025 |
 ExxonMobil (XOM) | 0.13% | 0.23% | 25.43% | - |
 NextEra (NEE) | 0.13% | 0.18% | 25.36% | - |
 Salesforce (CRM) | 0.12% | 0% | 24.53% | 12/1/2023 |
 Vestas (VWS.CO) | 0.12% | 0% | 7.65% | 11/21/2023 |
 Plug Power (PLUG) | 0.12% | 0% | 73.07% | 9/12/2025 |
 Sunworks (SUNWQ) | 0.11% | 0% | 39.01% | 6/14/2024 |
 Northrop Grumman (NOC) | 0.11% | 0% | 17.1% | 10/9/2023 |
 McCormick (MKC) | 0.11% | 1.41% | 7.43% | - |
 Organigram (OGI) | 0.11% | 0% | 73.07% | 9/12/2025 |
 TPG (TPG) | 0.11% | 1.97% | 6.9% | - |
 TriplePoint (TPVG) | 0.1% | 2.49% | 4.43% | - |
 Medical Properties Trust (MPT) | 0.1% | 0% | 9.83% | 7/19/2023 |
 Playtika (PLTK) | 0.1% | 0.97% | 7.95% | - |
 Upbound (UPBD) | 0.1% | 0% | 4.73% | 8/3/2026 |
 ASOS (ASC.L) | 0.09% | 0% | 73.29% | 9/15/2025 |
 Betterware (BWMX) | 0.09% | 3.14% | 6.98% | - |
 Tattooed Chef Inc (TTCFQ) | 0.08% | 0% | 25.66% | 4/23/2024 |
 Niu (NIU) | 0.08% | 0% | 73.07% | 9/12/2025 |
 3D Systems (DDD) | 0.08% | 0% | 73.07% | 9/12/2025 |
 Peloton (PTON) | 0.07% | 0% | 73.07% | 9/12/2025 |
 Chimera (CIM) | 0.07% | 0% | 9.23% | 7/12/2023 |
 iRobot (IRBTQ) | 0.07% | 0% | 73.07% | 9/12/2025 |
 Quad (QUAD.US) | 0.07% | 1.13% | 6.9% | - |
 Warner Bros Discovery (WBD) | 0.07% | 0% | 73.07% | 9/12/2025 |
 FuelCell Energy (FCEL) | 0.06% | 0% | 71.57% | 9/12/2025 |
 Kartoon Studios (TOON) | 0.06% | 0% | 73.07% | 9/12/2025 |
 Editas (EDIT) | 0.06% | 0% | 73.07% | 9/12/2025 |
 Ocular Therapeutix (OCUL) | 0.06% | 0% | 11.48% | 6/6/2023 |
 International Seaways (INSW) | 0.05% | 1.05% | 7.2% | - |
 NVIDIA (NVDA) | 0.05% | 0% | 6.9% | 4/5/2023 |
 Vinci Partners (VINP) | 0.05% | 0% | 2.48% | 7/6/2026 |
 Bank of America (BAC) | 0.04% | 0% | 6.98% | 11/21/2023 |
 IIPR (IIPR) | 0.04% | 0.8% | 6.6% | - |
 Royal Gold (RGLD) | 0.04% | 0% | 5.7% | 8/13/2026 |
 Bath & Body Works (BBWI) | 0.03% | 0.8% | 6.98% | - |
 Comcast (CMCSA) | 0.03% | 0.69% | 6.23% | - |
 Blink Charging (BLNK) | 0.03% | 0% | 70.07% | 9/12/2025 |
 ChargePoint (CHPT) | 0.03% | 0% | 49.89% | 11/6/2024 |
 Skillz (FIRY) | 0.03% | 0% | 73.07% | 9/12/2025 |
 Flutter (FLTR.L) | 0.03% | 0% | 4.13% | 3/2/2023 |
 Ideanomics (IDEXQ) | 0.02% | 0% | 42.01% | 7/25/2024 |
 Canaan (CAN) | 0.02% | 0% | 73.07% | 9/12/2025 |
 Cardinal Health (CAH) | 0.02% | 0% | 2.93% | 7/6/2026 |
 Upstart (UPST) | 0.02% | 0% | 1.88% | 12/1/2023 |
 Stanley Black & Decker (SWK) | 0.02% | 0% | 2.4% | 5/9/2023 |
 SmileDirectClub Inc (SDCCQ) | 0.02% | 0% | 24.83% | 1/16/2024 |
 Jerash Holdings US Inc (JRSH) | 0.02% | 0.25% | 6.83% | - |
 Apple Hospitality (APLE) | 0.01% | 0% | 1.43% | 7/3/2023 |
 Lincoln National (LNC) | 0.01% | 0.2% | 6.15% | - |
 Brown & Brown (BRO) | 0.01% | 0% | 2.7% | 7/6/2026 |
 Roper (ROP) | 0.01% | 0% | 2.78% | 7/7/2026 |
 Jack Henry (JKHY) | 0.01% | 0% | 2.7% | 7/6/2026 |
 EQT (EQT) | 0.01% | 0% | 1.13% | 3/8/2023 |
 Zoetis (ZTS) | 0.01% | 0.47% | 2.48% | - |
 UnitedHealth (UNH) | 0.01% | 0% | 1.05% | 3/7/2023 |
 Elevance Health (ELV) | 0.01% | 0% | 0.98% | 7/3/2023 |
 LTC Properties (LTC.US) | 0.01% | 0% | 0.9% | 7/3/2023 |
 Annaly (NLY) | 0% | 0.8% | 2.48% | - |
 Vanguard Morningstar Growth ETF (VUG) | 0% | 0% | 2.33% | 2/2/2023 |
| Shift Technologies Inc Class A (SFTGQ) | 0% | 0% | 20.56% | 10/9/2023 |
 Credo (CRDO) | 0% | 0.16% | 0.15% | - |
 Meituan (03690.HK) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Palantir (PLTR) | 2.34% | 36.45% |
| Schwab US Dividend Equity ETF (SCHD) | 10.07% | 7.93% |
| Global Net Lease (GNL) | 7.05% | 5.61% |
| Tesla (TSLA) | 3.02% | 5.59% |
| Vanguard S&P 500 ETF (VOO) | 5.37% | 5.48% |
| ARMOUR Residential REIT (ARR) | 6.71% | 4.11% |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 3.36% | 3.16% |
| Icahn Enterprises (IEP) | 8.39% | 3.14% |
| AGNC (AGNC) | 3.02% | 3.12% |
| Starwood Property Trust (STWD) | 4.03% | 3.08% |
| Visa (V) | 3.36% | 2.85% |
| Delek Logistics Partners LP (DKL) | 2.69% | 2.12% |
| JeppeKirkBonde | 1.84% | 2.01% |
| Barings BDC (BBDC) | 2.01% | 1.66% |
| Energy Transfer (ET) | 2.01% | 1.61% |
| Microsoft (MSFT) | 1.34% | 1.31% |
| Coca-Cola (KO) | 1.34% | 1.13% |
| MFA Financial (MFA) | 1.34% | 1.02% |
| PayPal (PYPL) | 2.99% | 0.74% |
| ZIM (ZIM) | 1.68% | 0.64% |
| Johnson & Johnson (JNJ) | 0.67% | 0.64% |
| NextEra (NEE) | 0.67% | 0.59% |
| ExxonMobil (XOM) | 0.67% | 0.58% |
| CRISPR Therapeutics (CRSP) | 1.68% | 0.57% |
| Broadcom (AVGO) | 0.67% | 0.54% |
| Nio (NIO) | 5.04% | 0.48% |
| Alibaba (BABA) | 0.67% | 0.3% |
| Enphase (ENPH) | 1.01% | 0.22% |
| Unity (U) | 0.67% | 0.18% |
| Avolta (AVOL.ZU) | 0.34% | 0.18% |
| Amicus Therapeutics (FOLD) | 0.34% | 0.16% |
| ARK Innovation ETF (ARKK) | 0.34% | 0.14% |
| Qiwi Plc-ADR (QIWI) | 0.67% | 0.14% |
| Riot (RIOT) | 0.5% | 0.13% |
| DocuSign (DOCU) | 0.34% | 0.12% |
| Pagseguro (PAGS) | 0.34% | 0.08% |
| Sunworks (SUNWQ) | 0.34% | 0% |
| Ideanomics (IDEXQ) | 1.68% | 0% |
| Tattooed Chef Inc (TTCFQ) | 4.7% | 0% |
| SunPower (SPWRQ) | 1.68% | 0% |
| Shift Technologies Inc Class A (SFTGQ) | 0.34% | 0% |
Cash & Instruments Over Time
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