Portfolio Diversification
Range
Most Diversified
68 instruments
April 3, 2024
Least Diversified
0 instruments
February 2, 2025
Average
62.1 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
GOOG99.87%
MSFT99.87%
AMZN99.87%
CAT99.87%
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 |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 12.21% | 0% | 92.3% | 12/6/2024 |
 Vanguard Dividend Appreciation ETF (VIG) | 5.72% | 0% | 99.87% | 2/1/2025 |
 Vanguard Total International Stock ETF (VXUS) | 5.62% | 0% | 99.87% | 2/1/2025 |
| Alphabet (GOOG) | 4.28% | 0% | 99.87% | 2/1/2025 |
 Micron (MU) | 3.81% | 0% | 99.87% | 2/1/2025 |
 Smith & Wesson (SWBI) | 3.66% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 3.08% | 0% | 99.87% | 2/1/2025 |
 Tesla (TSLA) | 2.93% | 0% | 99.87% | 2/1/2025 |
 Vanguard Real Estate ETF (VNQ) | 2.91% | 0% | 99.87% | 2/1/2025 |
 Intel (INTC) | 2.8% | 0% | 99.87% | 2/1/2025 |
| Microsoft (MSFT) | 2.74% | 0% | 99.87% | 2/1/2025 |
 Netflix (NFLX) | 2.47% | 0% | 99.87% | 2/1/2025 |
 Meta (META) | 2.39% | 0% | 99.6% | 1/30/2025 |
 Best Buy (BBY) | 2.18% | 0% | 99.87% | 2/1/2025 |
| Caterpillar (CAT) | 2.17% | 0% | 99.87% | 2/1/2025 |
 Regeneron (REGN) | 2.1% | 0% | 99.87% | 2/1/2025 |
 Ferrari (RACE) | 1.84% | 0% | 99.87% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 1.83% | 0% | 99.87% | 2/1/2025 |
| Apple (AAPL) | 1.73% | 0% | 99.87% | 2/1/2025 |
 UPS (UPS) | 1.67% | 0% | 99.87% | 2/1/2025 |
 Nucor (NUE) | 1.62% | 0% | 99.87% | 2/1/2025 |
 3M (MMM) | 1.62% | 0% | 99.87% | 2/1/2025 |
 Disney (DIS) | 1.59% | 0% | 99.87% | 2/1/2025 |
 Costco (COST) | 1.58% | 0% | 99.87% | 2/1/2025 |
 Coca-Cola (KO) | 1.47% | 0% | 99.87% | 2/1/2025 |
 Autodesk (ADSK) | 1.44% | 0% | 99.87% | 2/1/2025 |
 JPMorgan (JPM) | 1.44% | 0% | 79.95% | 9/3/2024 |
 Dillard's (DDS) | 1.43% | 0% | 99.87% | 2/1/2025 |
 Deere (DE) | 1.43% | 0% | 99.87% | 2/1/2025 |
 Starbucks (SBUX) | 1.41% | 0% | 99.87% | 2/1/2025 |
 Kimberly-Clark (KMB) | 1.21% | 0% | 99.87% | 2/1/2025 |
 Nintendo (NTDOY) | 1.12% | 0% | 79.15% | 8/28/2024 |
 McDonald's (MCD) | 1.03% | 0% | 99.87% | 2/1/2025 |
 TSMC (TSM) | 0.99% | 0% | 85.79% | 10/18/2024 |
 Pampa Energia (PAM) | 0.92% | 0% | 40.9% | 2/1/2025 |
 ADM (ADM) | 0.91% | 0% | 99.87% | 2/1/2025 |
 PepsiCo (PEP) | 0.89% | 0% | 99.87% | 2/1/2025 |
 Ecolab (ECL) | 0.78% | 0% | 99.87% | 2/1/2025 |
 Kroger (KR) | 0.7% | 0% | 99.87% | 2/1/2025 |
 Adobe (ADBE) | 0.62% | 0% | 99.87% | 2/1/2025 |
 Bitcoin (BTC) | 0.58% | 0% | 38.38% | 10/24/2023 |
 Aurubis (NDA.DE) | 0.58% | 0% | 99.87% | 2/1/2025 |
 Realty Income (O) | 0.54% | 0% | 60.69% | 2/1/2025 |
 VICI Properties (VICI) | 0.54% | 0% | 60.69% | 2/1/2025 |
 Booking (BKNG) | 0.51% | 0% | 99.87% | 2/1/2025 |
 Rockwell Automation (ROK) | 0.46% | 0% | 99.87% | 2/1/2025 |
 Waste Management (WM) | 0.44% | 0% | 99.87% | 2/1/2025 |
 Xylem (XYL) | 0.39% | 0% | 99.87% | 2/1/2025 |
 Ethereum (ETH) | 0.38% | 0% | 38.38% | 10/24/2023 |
 Block Inc. (XYZ) | 0.31% | 0% | 60.69% | 2/1/2025 |
 Boliden (BOL.ST) | 0.3% | 0% | 99.87% | 2/1/2025 |
 Ulta (ULTA) | 0.3% | 0% | 20.45% | 2/1/2025 |
 LVMH (MC.PA) | 0.24% | 0% | 17.26% | 2/1/2025 |
 Anheuser-Busch (BUD) | 0.24% | 0% | 14.61% | 2/1/2025 |
 Iberdrola (IBE.MC) | 0.24% | 0% | 17.8% | 2/1/2025 |
 Otis (OTIS) | 0.23% | 0% | 17.26% | 2/1/2025 |
 Zoetis (ZTS) | 0.21% | 0% | 17.26% | 2/1/2025 |
 ASML (ASML) | 0.18% | 0% | 14.08% | 2/1/2025 |
 Diageo (DEO) | 0.18% | 0% | 14.61% | 2/1/2025 |
 Palantir (PLTR) | 0.12% | 0% | 99.87% | 2/1/2025 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.07% | 0% | 67.73% | 6/3/2024 |
 ARK Genomic Revolution ETF (ARKG) | 0.06% | 0% | 67.73% | 6/3/2024 |
 ARK Innovation ETF (ARKK) | 0.04% | 0% | 67.73% | 6/3/2024 |
 Corsair (CRSR) | 0.04% | 0% | 99.87% | 2/1/2025 |
 Seanergy (SHIP) | 0.03% | 0% | 99.87% | 2/1/2025 |
 ARK Next Generation Internet ETF (ARKW) | 0.02% | 0% | 67.73% | 6/3/2024 |
 DocuSign (DOCU) | 0.02% | 0% | 67.73% | 6/3/2024 |
 Illumina (ILMN) | 0.02% | 0% | 67.73% | 6/3/2024 |
 Solventum (SOLV) | 0.02% | 0% | 8.1% | 6/3/2024 |
 CRISPR Therapeutics (CRSP) | 0.02% | 0% | 67.73% | 6/3/2024 |
 Scotts (SMG) | 0.02% | 0% | 67.73% | 6/3/2024 |
 3D Systems (DDD) | 0.01% | 0% | 66.53% | 6/3/2024 |
 Nano Dimension (NNDM) | 0.01% | 0% | 67.73% | 6/3/2024 |
 Seagen Inc (SGEN) | 0.01% | 0% | 9.16% | 3/13/2023 |
 Lemonade (LMND) | 0.01% | 0% | 67.73% | 6/3/2024 |
 Plug Power (PLUG) | 0.01% | 0% | 48.21% | 2/13/2024 |
 Vaxart (VXRT) | 0.01% | 0% | 63.75% | 6/3/2024 |
 Gevo (GEVO) | 0.01% | 0% | 51.26% | 2/16/2024 |
 NVIDIA (NVDA) | 0% | 0% | 0.66% | 2/1/2025 |
 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% |