Portfolio Diversification
Range
Most Diversified
120 instruments
March 28, 2023
Least Diversified
0 instruments
February 2, 2025
Average
74.2 instruments
Most Consistent Holdings
Top 5
QQQ99.87%
SFM98.41%
TSLA92.43%
MSFT91.77%
AVGO91.77%
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 |
|---|---|---|---|---|
 MicroStrategy (MSTR) | 10.29% | 0% | 78.75% | 2/1/2025 |
| Tesla (TSLA) | 9.95% | 0% | 92.43% | 2/1/2025 |
 Solana (SOL) | 4.98% | 0% | 58.57% | 2/1/2025 |
 NVIDIA (NVDA) | 4.03% | 0% | 82.87% | 2/1/2025 |
 Coinbase (COIN) | 2.94% | 0% | 89.51% | 2/1/2025 |
 Bitcoin (BTC) | 2.77% | 0% | 91.1% | 2/1/2025 |
 Cleanspark (CLSK) | 2.36% | 0% | 70.25% | 2/1/2025 |
 Ethereum (ETH) | 2.18% | 0% | 91.1% | 2/1/2025 |
 McKesson (MCK) | 1.68% | 0% | 88.45% | 11/7/2024 |
 Novo Nordisk (NOVO-B.CO) | 1.68% | 0% | 83.27% | 11/25/2024 |
 ASML (ASML.NV) | 1.61% | 0% | 86.32% | 10/22/2024 |
 LVMH (MC.PA) | 1.47% | 0% | 58.57% | 3/25/2024 |
 Autozone (AZO) | 1.47% | 0% | 78.35% | 11/6/2024 |
 Scorpio Tankers (STNG) | 1.38% | 0% | 90.04% | 11/19/2024 |
 KLA (KLAC) | 1.31% | 0% | 91.37% | 11/29/2024 |
| Sprouts (SFM) | 1.29% | 0% | 98.41% | 1/21/2025 |
 CNRL (CNQ) | 1.22% | 0% | 84.73% | 10/10/2024 |
 Grayscale Bitcoin Trust BTC (GBTC) | 1.2% | 0% | 65.07% | 12/16/2024 |
 AutoNation (AN) | 1.02% | 0% | 73.44% | 7/16/2024 |
 L'Oréal (OR.PA) | 1.02% | 0% | 56.71% | 3/11/2024 |
| Broadcom (AVGO) | 1.01% | 0% | 91.77% | 12/2/2024 |
 Schneider Electric (SU.PA) | 1% | 0% | 90.97% | 12/4/2024 |
 Eli Lilly (LLY) | 0.95% | 0% | 90.84% | 11/25/2024 |
 Synopsys (SNPS) | 0.93% | 0% | 82.74% | 12/11/2024 |
 SPDR Gold (GLD) | 0.92% | 0% | 61.22% | 11/21/2024 |
 iShares Silver Trust (SLV) | 0.84% | 0% | 55.51% | 3/1/2024 |
 jaynemesis | 0.83% | 0% | 18.33% | 5/22/2023 |
 Alten (ATE.PA) | 0.82% | 0% | 58.03% | 3/21/2024 |
 Pershing Square (PSH.L) | 0.8% | 0% | 74.24% | 10/17/2024 |
 Cardano (ADA) | 0.76% | 0% | 88.45% | 11/7/2024 |
 Steel Dynamics (STLD) | 0.72% | 0% | 73.31% | 7/15/2024 |
 Deere (DE) | 0.66% | 0% | 58.17% | 3/22/2024 |
 Fortinet (FTNT) | 0.65% | 0% | 77.03% | 8/12/2024 |
| Microsoft (MSFT) | 0.65% | 0% | 91.77% | 12/2/2024 |
 Epiroc (EPIA.ST) | 0.63% | 0% | 56.84% | 3/12/2024 |
 Alphabet (GOOG) | 0.63% | 0% | 70.25% | 11/11/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.6% | 0% | 38.91% | 3/1/2024 |
| Invesco QQQ (QQQ) | 0.59% | 0% | 99.87% | 2/1/2025 |
 ON Semiconductor (ON) | 0.58% | 0% | 64.28% | 5/7/2024 |
 BJ's (BJ) | 0.58% | 0% | 47.68% | 1/2/2024 |
 KBR (KBR) | 0.57% | 0% | 73.44% | 7/16/2024 |
 Reliance Steel (RS) | 0.55% | 0% | 71.05% | 6/28/2024 |
 Transdigm (TDG) | 0.54% | 0% | 79.28% | 8/29/2024 |
 Slow_and_Steady | 0.51% | 0% | 10.36% | 3/22/2023 |
 Costco (COST) | 0.5% | 0% | 88.45% | 11/7/2024 |
 Asbury (ABG) | 0.49% | 0% | 46.75% | 3/22/2024 |
 Waste Management (WM) | 0.49% | 0% | 73.31% | 7/15/2024 |
 UnitedHealth (UNH) | 0.49% | 0% | 41.7% | 3/26/2024 |
 Apple (AAPL) | 0.48% | 0% | 73.31% | 7/15/2024 |
 Caterpillar (CAT) | 0.47% | 0% | 73.44% | 7/16/2024 |
 Watsco (WSO) | 0.47% | 0% | 73.84% | 11/6/2024 |
 Oracle (ORCL) | 0.46% | 0% | 65.21% | 5/14/2024 |
 PepsiCo (PEP) | 0.45% | 0% | 58.17% | 3/22/2024 |
 Mastercard (MA) | 0.42% | 0% | 73.57% | 7/17/2024 |
 Accenture (ACN) | 0.41% | 0% | 71.71% | 7/3/2024 |
 ASSA ABLOY (ASSA-B.ST) | 0.41% | 0% | 41.57% | 11/17/2023 |
 Diamondback (FANG) | 0.41% | 0% | 54.18% | 3/22/2024 |
 SPDR S&P 500 ETF (SPY) | 0.4% | 0% | 70.78% | 1/21/2025 |
 FICO (FICO) | 0.37% | 0% | 58.96% | 1/27/2025 |
 Cheniere (LNG) | 0.35% | 0% | 58.17% | 3/22/2024 |
 AMD (AMD) | 0.33% | 0% | 50.46% | 7/10/2024 |
 Sprott Physical Uranium Trust (SRUUF) | 0.33% | 0% | 43.03% | 11/18/2024 |
 Berkshire Hathaway (BRK.B) | 0.33% | 0% | 72.78% | 7/11/2024 |
 Capgemini (CAP.PA) | 0.32% | 0% | 40.5% | 1/3/2024 |
 Visa (V) | 0.32% | 0% | 64.67% | 9/9/2024 |
 Walmart (WMT) | 0.32% | 0% | 64.54% | 8/15/2024 |
 Infineon (IFX.DE) | 0.32% | 0% | 39.71% | 12/8/2023 |
 STMicroelectronics (STMMI.MI) | 0.32% | 0% | 51.66% | 3/12/2024 |
 Meta (META) | 0.31% | 0% | 45.82% | 8/13/2024 |
 Johnson & Johnson (JNJ) | 0.31% | 0% | 25.9% | 8/3/2023 |
 United Rentals (URI) | 0.31% | 0% | 63.75% | 7/16/2024 |
 Darling (DAR) | 0.31% | 0% | 45.82% | 12/26/2023 |
 Matador (MTDR) | 0.3% | 0% | 19.79% | 6/2/2023 |
 Atlas Copco (ATCO-A.ST) | 0.29% | 0% | 35.33% | 12/4/2024 |
 McDonald's (MCD) | 0.29% | 0% | 54.98% | 3/27/2024 |
 Lam Research (LRCX) | 0.29% | 0% | 61.09% | 7/10/2024 |
 Robinhood (HOOD) | 0.28% | 0% | 40.11% | 2/1/2025 |
 Regeneron (REGN) | 0.28% | 0% | 62.68% | 7/12/2024 |
 Motorola (MSI) | 0.28% | 0% | 49.14% | 1/27/2025 |
 Texas Instruments (TXN) | 0.27% | 0% | 46.75% | 12/26/2023 |
 Riot (RIOT) | 0.27% | 0% | 42.76% | 7/15/2024 |
 C3.ai (AI) | 0.25% | 0% | 37.85% | 10/9/2024 |
 TSMC (TSM) | 0.25% | 0% | 51.13% | 6/17/2024 |
 Agilent (A) | 0.25% | 0% | 21.38% | 6/14/2023 |
 Enphase (ENPH) | 0.25% | 0% | 43.82% | 3/28/2024 |
 Coca-Cola (KO) | 0.24% | 0% | 42.1% | 11/21/2023 |
 Group 1 Automotive (GPI) | 0.24% | 0% | 62.95% | 7/16/2024 |
 NXP (NXPI) | 0.24% | 0% | 62.82% | 5/14/2024 |
 Palo Alto Networks (PANW) | 0.23% | 0% | 55.11% | 8/14/2024 |
 Cipher (CIFR) | 0.23% | 0% | 26.43% | 7/15/2024 |
 Procter & Gamble (PG) | 0.22% | 0% | 31.21% | 1/23/2024 |
 Bitfarms (BITF) | 0.22% | 0% | 26.83% | 7/17/2024 |
 Quanta Services (PWR) | 0.22% | 0% | 49.14% | 12/16/2024 |
 Monster Beverage (MNST) | 0.22% | 0% | 46.75% | 3/13/2024 |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 0.21% | 0% | 20.45% | 6/7/2023 |
 Old Dominion (ODFL) | 0.21% | 0% | 51.26% | 7/3/2024 |
 Paychex (PAYX) | 0.21% | 0% | 20.98% | 7/5/2023 |
 Carpenter Technology (CRS) | 0.21% | 0% | 10.76% | 2/1/2025 |
 Auto Trader (AUTO.L) | 0.2% | 0% | 43.69% | 2/15/2024 |
 Elevance Health (ELV) | 0.2% | 0% | 19.79% | 6/2/2023 |
 Linde (LIN) | 0.2% | 0% | 61.62% | 8/23/2024 |
 Cisco (CSCO) | 0.19% | 0% | 58.7% | 8/15/2024 |
 Danaher (DHR) | 0.19% | 0% | 19.79% | 6/2/2023 |
 Games Workshop (GAW.L) | 0.19% | 0% | 54.98% | 4/17/2024 |
 Amadeus (AMS.MC) | 0.18% | 0% | 14.08% | 11/21/2023 |
 ADP (ADP) | 0.18% | 0% | 25.5% | 7/19/2023 |
 ConocoPhillips (COP) | 0.18% | 0% | 20.58% | 6/8/2023 |
 Vestas (VWS.CO) | 0.18% | 0% | 25.9% | 7/18/2023 |
 WillScot Mobile Mini (WSC) | 0.18% | 0% | 45.15% | 12/14/2023 |
 Keysight Technologies (KEYS) | 0.17% | 0% | 40.5% | 3/1/2024 |
 Rocket Lab (RKLB) | 0.16% | 0% | 8.9% | 2/1/2025 |
 Sui (SUI) | 0.16% | 0% | 8.37% | 2/1/2025 |
 UiPath (PATH) | 0.16% | 0% | 30.54% | 8/15/2024 |
 Heico (HEI) | 0.15% | 0% | 24.04% | 1/7/2025 |
 Lowe's (LOW) | 0.14% | 0% | 45.68% | 12/18/2023 |
 Marriott Vacations (VAC) | 0.13% | 0% | 36.65% | 12/26/2023 |
 Equinix (EQIX) | 0.12% | 0% | 41.97% | 7/17/2024 |
 iShares MSCI India ETF (INDA) | 0.12% | 0% | 15.01% | 4/27/2023 |
 UEC (UEC) | 0.1% | 0% | 13.81% | 4/3/2024 |
 Adobe (ADBE) | 0.1% | 0% | 35.86% | 6/14/2024 |
 iShares 3-7 Year Treasury Bond ETF (IEI) | 0.1% | 0% | 18.86% | 11/28/2023 |
 Global X Uranium ETF (URA) | 0.1% | 0% | 13.81% | 4/3/2024 |
 Micron (MU) | 0.09% | 0% | 39.44% | 12/9/2024 |
 Eurofins (ERF.PA) | 0.09% | 0% | 8.9% | 3/10/2023 |
 Marvell (MRVL) | 0.09% | 0% | 25.76% | 1/5/2024 |
 iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) | 0.08% | 0% | 11.55% | 7/24/2023 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.08% | 0% | 12.62% | 8/9/2023 |
 ASML (ASML) | 0.08% | 0% | 19.79% | 6/2/2023 |
 iShares S&P 500 Growth ETF (IVW) | 0.08% | 0% | 13.15% | 4/12/2023 |
 M/I Homes (MHO) | 0.08% | 0% | 24.97% | 7/11/2024 |
 Hapag-Lloyd (HLAG.DE) | 0.08% | 0% | 15.41% | 5/29/2023 |
 iShares Semiconductor ETF (SOXX) | 0.08% | 0% | 13.28% | 4/14/2023 |
 Sysco (SYY) | 0.07% | 0% | 23.9% | 7/3/2023 |
 Union Pacific (UNP) | 0.07% | 0% | 23.37% | 6/29/2023 |
 Autodesk (ADSK) | 0.07% | 0% | 19.79% | 6/2/2023 |
 Amazon (AMZN) | 0.07% | 0% | 10.23% | 3/21/2023 |
 Supermicro (SMCI) | 0.07% | 0% | 23.77% | 8/15/2024 |
 Symbotic (SYM) | 0.07% | 0% | 26.43% | 7/15/2024 |
 Target (TGT) | 0.07% | 0% | 21.38% | 6/14/2023 |
 Lockheed Martin (LMT) | 0.07% | 0% | 14.34% | 7/18/2023 |
 Hilton (HLT) | 0.05% | 0% | 18.33% | 6/29/2023 |
 Mettler-Toledo (MTD) | 0.05% | 0% | 19.79% | 6/2/2023 |
 Cooper (COO) | 0.05% | 0% | 21.38% | 6/14/2023 |
 Berry Plastics (BERY) | 0.05% | 0% | 18.46% | 7/27/2023 |
 NextEra (NEE) | 0.05% | 0% | 17.4% | 6/16/2023 |
 JPMorgan (JPM) | 0.05% | 0% | 19.79% | 6/2/2023 |
 Applied Materials (AMAT) | 0.05% | 0% | 14.08% | 4/20/2023 |
 EOG Resources (EOG) | 0.05% | 0% | 19.79% | 6/2/2023 |
 BlackRock (BLK) | 0.04% | 0% | 19.79% | 6/2/2023 |
 Moody's (MCO) | 0.04% | 0% | 18.33% | 5/22/2023 |
 Rolls-Royce (RR.L) | 0.04% | 0% | 5.18% | 12/3/2024 |
 Rigetti (RGTI) | 0.04% | 0% | 3.32% | 2/1/2025 |
 Dollar General (DG.US) | 0.04% | 0% | 15.41% | 6/21/2023 |
 Valvoline (VVV) | 0.04% | 0% | 11.69% | 7/6/2023 |
 Pool Corp. (POOL) | 0.04% | 0% | 15.14% | 6/13/2023 |
 Revolve (RVLV) | 0.03% | 0% | 8.76% | 5/26/2023 |
 SAP (SAP.DE) | 0.03% | 0% | 9.96% | 4/4/2023 |
 Match Group (MTCH) | 0.03% | 0% | 12.75% | 5/26/2023 |
 Insulet (PODD) | 0.03% | 0% | 10.89% | 6/14/2023 |
 Rotomtom | 0.03% | 0% | 1.59% | 1/13/2023 |
 Progressive (PGR) | 0.03% | 0% | 10.36% | 6/30/2023 |
 Crocs (CROX) | 0.03% | 0% | 9.43% | 6/2/2023 |
 Vivendi (VIV.PA) | 0.02% | 0% | 8.9% | 4/12/2023 |
 Croda (CRDA.L) | 0.02% | 0% | 7.97% | 4/12/2023 |
 MKS (MKSI) | 0.02% | 0% | 7.97% | 4/20/2023 |
 Bio-Rad (BIO) | 0.02% | 0% | 7.44% | 6/30/2023 |
 GameStop (GME) | 0.02% | 0% | 22.18% | 10/30/2024 |
 Deutsche Post (DHL.DE) | 0.02% | 0% | 5.58% | 3/30/2023 |
 Coty (COTY) | 0.01% | 0% | 5.58% | 6/8/2023 |
 Polygon Ecosystem (ex Matic) (POL) | 0.01% | 0% | 1.86% | 3/29/2023 |
 Fidelity National Financial (FNF) | 0.01% | 0% | 4.91% | 3/30/2023 |
 Build and Build (BNB) | 0.01% | 0% | 1.59% | 1/13/2023 |
 AerCap (AER) | 0.01% | 0% | 3.59% | 4/20/2023 |
 Crowdstrike (CRWD) | 0.01% | 0% | 4.91% | 8/13/2024 |
 ItSoundsGreat | 0.01% | 0% | 1.46% | 1/12/2023 |
 Salesforce (CRM) | 0.01% | 0% | 3.19% | 1/25/2023 |
 Morgan Stanley (MS) | 0.01% | 0% | 1.46% | 1/12/2023 |
 Canadian Pacific (CP) | 0.01% | 0% | 2.79% | 6/29/2023 |
 Chainlink (LINK) | 0.01% | 0% | 1.99% | 11/22/2024 |
 KKR (KKR) | 0.01% | 0% | 1.46% | 1/12/2023 |
 Southwest (LUV) | 0% | 0% | 1.59% | 1/13/2023 |
 Polkadot (DOT) | 0% | 0% | 1.46% | 1/12/2023 |
 Snowflake (SNOW) | 0% | 0% | 1.59% | 1/13/2023 |
 Cosmos (ATOM) | 0% | 0% | 1.46% | 1/12/2023 |
 Uniswap (UNI) | 0% | 0% | 1.46% | 1/12/2023 |
 Boyd Gaming (BYD) | 0% | 0% | 0.4% | 1/4/2023 |
 Wells Fargo (WFC) | 0% | 0% | 0.4% | 1/4/2023 |
 Avalanche (AVAX) | 0% | 0% | 1.46% | 1/12/2023 |
 MSCI (MSCI) | 0% | 0% | 0.27% | 6/30/2023 |
 Palantir (PLTR) | 0% | 0% | 0.13% | 8/3/2023 |
 IOTA (MIOTA) | 0% | 0% | 1.46% | 1/12/2023 |
 Gala V2 (GALA) | 0% | 0% | 1.46% | 1/12/2023 |
 Tezos (XTZ) | 0% | 0% | 1.46% | 1/12/2023 |
 Brookfield (BAM) | 0% | 0% | 1.46% | 1/12/2023 |
 F&G Annuities & Life (FG) | 0% | 0% | 1.46% | 1/12/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 34.08% | 32.31% |
| MicroStrategy (MSTR) | 14.06% | 29.25% |
| Solana (SOL) | 5.68% | 7.42% |
| Bitcoin (BTC) | 1.7% | 3.01% |
| Coinbase (COIN) | 2.98% | 2.84% |
| Sprouts (SFM) | 2.56% | 2.8% |
| Rocket Lab (RKLB) | 4.26% | 2.24% |
| NVIDIA (NVDA) | 0.96% | 2.14% |
| Carpenter Technology (CRS) | 4.26% | 2.06% |
| Robinhood (HOOD) | 3.62% | 2.06% |
| Motorola (MSI) | 4.26% | 2.01% |
| Invesco QQQ (QQQ) | 3.41% | 1.93% |
| Sui (SUI) | 3.19% | 1.92% |
| Cleanspark (CLSK) | 2.13% | 1.91% |
| Heico (HEI) | 4.26% | 1.9% |
| FICO (FICO) | 4.26% | 1.81% |
| SPDR S&P 500 ETF (SPY) | 3.41% | 1.77% |
| Ethereum (ETH) | 0.85% | 0.58% |