Portfolio Diversification
Range
Most Diversified
68 instruments
April 3, 2024
Least Diversified
0 instruments
February 2, 2025
Average
61.6 instruments
Most Consistent Holdings
Top 5
AAPL99.88%
GOOG99.88%
MSFT99.88%
AMZN99.88%
CAT99.88%
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 |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 11.09% | 0% | 83.84% | 12/6/2024 |
 Vanguard Total International Stock ETF (VXUS) | 5.6% | 5.73% | 99.88% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 5.33% | 0% | 93.37% | 2/24/2025 |
| Alphabet (GOOG) | 4.4% | 5.32% | 99.88% | - |
 Micron (MU) | 3.78% | 2.84% | 99.88% | - |
 Smith & Wesson (SWBI) | 3.65% | 3.53% | 99.88% | - |
| Amazon (AMZN) | 3.13% | 3.21% | 99.88% | - |
 Tesla (TSLA) | 2.96% | 2.91% | 99.88% | - |
 Vanguard Real Estate ETF (VNQ) | 2.91% | 2.94% | 99.88% | - |
| Microsoft (MSFT) | 2.72% | 2.54% | 99.88% | - |
 Intel (INTC) | 2.7% | 1.5% | 99.88% | - |
 Netflix (NFLX) | 2.6% | 4.18% | 99.88% | - |
 Meta (META) | 2.17% | 0% | 90.47% | 1/30/2025 |
| Caterpillar (CAT) | 2.16% | 1.96% | 99.88% | - |
 Best Buy (BBY) | 2.15% | 1.54% | 99.88% | - |
 Regeneron (REGN) | 2.03% | 1.25% | 99.88% | - |
 Ferrari (RACE) | 1.86% | 2.08% | 99.88% | - |
 Berkshire Hathaway (BRK.B) | 1.85% | 2.29% | 99.88% | - |
| Apple (AAPL) | 1.73% | 1.64% | 99.88% | - |
 UPS (UPS) | 1.66% | 1.62% | 99.88% | - |
 3M (MMM) | 1.66% | 1.93% | 99.88% | - |
 Costco (COST) | 1.61% | 2.13% | 99.88% | - |
 Disney (DIS) | 1.58% | 1.31% | 99.88% | - |
 Nucor (NUE) | 1.58% | 1.03% | 99.88% | - |
 Coca-Cola (KO) | 1.47% | 1.67% | 99.88% | - |
 Autodesk (ADSK) | 1.45% | 1.48% | 99.88% | - |
 Deere (DE) | 1.43% | 1.48% | 99.88% | - |
 Dillard's (DDS) | 1.42% | 1.13% | 99.88% | - |
 Starbucks (SBUX) | 1.4% | 1.1% | 99.88% | - |
 JPMorgan (JPM) | 1.31% | 0% | 72.62% | 9/3/2024 |
 Pampa Energia (PAM) | 1.26% | 4.91% | 46.32% | - |
 Kimberly-Clark (KMB) | 1.2% | 1.2% | 99.88% | - |
 McDonald's (MCD) | 1.02% | 1.04% | 99.88% | - |
 Nintendo (NTDOY) | 1.02% | 0% | 71.89% | 8/28/2024 |
 PepsiCo (PEP) | 0.99% | 2.04% | 99.88% | - |
 ADM (ADM) | 0.98% | 1.85% | 99.88% | - |
 TSMC (TSM) | 0.9% | 0% | 77.93% | 10/18/2024 |
 Ecolab (ECL) | 0.79% | 0.85% | 99.88% | - |
 VICI Properties (VICI) | 0.74% | 2.96% | 64.29% | - |
 Realty Income (O) | 0.73% | 2.88% | 64.29% | - |
 Kroger (KR) | 0.71% | 0.91% | 99.88% | - |
 Adobe (ADBE) | 0.6% | 0.4% | 99.88% | - |
 Aurubis (NDA.DE) | 0.58% | 0.52% | 99.88% | - |
 Bitcoin (BTC) | 0.53% | 0% | 34.86% | 10/24/2023 |
 Booking (BKNG) | 0.52% | 0.63% | 99.88% | - |
 Rockwell Automation (ROK) | 0.45% | 0.34% | 99.88% | - |
 Waste Management (WM) | 0.45% | 0.51% | 99.88% | - |
 Ulta (ULTA) | 0.4% | 1.45% | 27.74% | - |
 Anheuser-Busch (BUD) | 0.38% | 2.16% | 22.44% | - |
 Xylem (XYL) | 0.38% | 0.34% | 99.88% | - |
 Zoetis (ZTS) | 0.36% | 2.14% | 24.85% | - |
 LVMH (MC.PA) | 0.35% | 1.17% | 24.85% | - |
 Iberdrola (IBE.MC) | 0.35% | 1.66% | 25.33% | - |
 Ethereum (ETH) | 0.34% | 0% | 34.86% | 10/24/2023 |
 Otis (OTIS) | 0.34% | 1.47% | 24.85% | - |
 Block Inc. (XYZ) | 0.32% | 0.39% | 64.29% | - |
 Diageo (DEO) | 0.3% | 1.86% | 22.44% | - |
 Boliden (BOL.ST) | 0.3% | 0.23% | 99.88% | - |
 ASML (ASML) | 0.29% | 1.28% | 21.95% | - |
 Palantir (PLTR) | 0.11% | 0% | 90.95% | 2/4/2025 |
 Cameco (CCJ) | 0.09% | 1.34% | 6.51% | - |
 AeroVironment (AVAV) | 0.08% | 1.37% | 6.51% | - |
 NVIDIA (NVDA) | 0.07% | 0.62% | 9.77% | - |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.06% | 0% | 61.52% | 6/3/2024 |
 ARK Genomic Revolution ETF (ARKG) | 0.05% | 0% | 61.52% | 6/3/2024 |
 YPF (YPF) | 0.04% | 0.64% | 6.51% | - |
 Corsair (CRSR) | 0.04% | 0.02% | 99.88% | - |
 ARK Innovation ETF (ARKK) | 0.04% | 0% | 61.52% | 6/3/2024 |
 Seanergy (SHIP) | 0.03% | 0.02% | 99.88% | - |
 ARK Next Generation Internet ETF (ARKW) | 0.02% | 0% | 61.52% | 6/3/2024 |
 DocuSign (DOCU) | 0.02% | 0% | 61.52% | 6/3/2024 |
 Illumina (ILMN) | 0.02% | 0% | 61.52% | 6/3/2024 |
 Solventum (SOLV) | 0.02% | 0% | 7.36% | 6/3/2024 |
 CRISPR Therapeutics (CRSP) | 0.02% | 0% | 61.52% | 6/3/2024 |
 Scotts (SMG) | 0.01% | 0% | 61.52% | 6/3/2024 |
 3D Systems (DDD) | 0.01% | 0% | 60.43% | 6/3/2024 |
 Nano Dimension (NNDM) | 0.01% | 0% | 61.52% | 6/3/2024 |
 Seagen Inc (SGEN) | 0.01% | 0% | 8.32% | 3/13/2023 |
 Lemonade (LMND) | 0.01% | 0% | 61.52% | 6/3/2024 |
 Plug Power (PLUG) | 0.01% | 0% | 43.79% | 2/13/2024 |
 Vaxart (VXRT) | 0.01% | 0% | 57.9% | 6/3/2024 |
 Gevo (GEVO) | 0% | 0% | 46.56% | 2/16/2024 |
 Invitae Corp (NVTAQ) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 4.86% | 6.15% |
| Vanguard Dividend Appreciation ETF (VIG) | 5.32% | 5.53% |
| Pampa Energia (PAM) | 4.26% | 5.15% |
| Vanguard Total International Stock ETF (VXUS) | 5.7% | 5.13% |
| Tesla (TSLA) | 2.66% | 4.54% |
| Amazon (AMZN) | 2.18% | 3.79% |
| Netflix (NFLX) | 1.14% | 3.56% |
| Smith & Wesson (SWBI) | 4.96% | 3.54% |
| Micron (MU) | 2.77% | 3.24% |
| Vanguard Real Estate ETF (VNQ) | 3.4% | 2.8% |
| Microsoft (MSFT) | 2.05% | 2.71% |
| VICI Properties (VICI) | 3.52% | 2.48% |
| Realty Income (O) | 3.52% | 2.45% |
| Caterpillar (CAT) | 1.51% | 2.26% |
| Best Buy (BBY) | 2.18% | 1.99% |
| Apple (AAPL) | 1.38% | 1.94% |
| Ferrari (RACE) | 1.13% | 1.86% |
| Berkshire Hathaway (BRK.B) | 1.51% | 1.86% |
| Costco (COST) | 1.22% | 1.83% |
| ADM (ADM) | 2.89% | 1.82% |
| 3M (MMM) | 2.13% | 1.78% |
| Ulta (ULTA) | 1.68% | 1.64% |
| Disney (DIS) | 1.79% | 1.6% |
| Autodesk (ADSK) | 1.34% | 1.57% |
| Anheuser-Busch (BUD) | 2.51% | 1.53% |
| Intel (INTC) | 2.98% | 1.48% |
| Regeneron (REGN) | 1.68% | 1.47% |
| LVMH (MC.PA) | 1.68% | 1.43% |
| Dillard's (DDS) | 1.34% | 1.42% |
| Iberdrola (IBE.MC) | 1.68% | 1.33% |
| Coca-Cola (KO) | 1.63% | 1.33% |
| Otis (OTIS) | 1.68% | 1.29% |
| Deere (DE) | 1.3% | 1.29% |
| ASML (ASML) | 1.68% | 1.28% |
| UPS (UPS) | 2.2% | 1.26% |
| Diageo (DEO) | 1.68% | 1.25% |
| Meta (META) | 0.3% | 1.24% |
| Starbucks (SBUX) | 1.34% | 1.14% |
| Zoetis (ZTS) | 1.68% | 1.13% |
| Kimberly-Clark (KMB) | 1.26% | 1.03% |
| Nucor (NUE) | 1.39% | 1.01% |
| McDonald's (MCD) | 1.01% | 0.9% |
| Ecolab (ECL) | 0.65% | 0.77% |
| Kroger (KR) | 0.67% | 0.73% |
| PepsiCo (PEP) | 0.98% | 0.68% |
| Booking (BKNG) | 0.32% | 0.64% |
| Block Inc. (XYZ) | 0.34% | 0.57% |
| Aurubis (NDA.DE) | 0.54% | 0.49% |
| Adobe (ADBE) | 0.42% | 0.48% |
| Waste Management (WM) | 0.4% | 0.41% |
| Rockwell Automation (ROK) | 0.38% | 0.39% |
| Xylem (XYL) | 0.34% | 0.33% |
| Boliden (BOL.ST) | 0.34% | 0.24% |
| Palantir (PLTR) | 0.08% | 0.12% |
| Seanergy (SHIP) | 0.08% | 0.02% |
| Corsair (CRSR) | 0.08% | 0.02% |