Portfolio Diversification
Range
Most Diversified
34 instruments
March 29, 2025
Least Diversified
0 instruments
February 2, 2025
Average
19 instruments
Most Consistent Holdings
Top 5
CRSR99.83%
PYPL96.93%
NVDA92.24%
GME88.24%
VOO80.9%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| GameStop (GME) | 19.34% | 0% | 88.24% | 12/2/2024 |
| Vanguard S&P 500 ETF (VOO) | 17.81% | 16.62% | 80.9% | - |
| NVIDIA (NVDA) | 8.7% | 4.95% | 92.24% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 6.18% | 0% | 35.98% | 4/25/2024 |
 Microsoft (MSFT) | 5.27% | 3.64% | 56.78% | - |
 3M (MMM) | 3.1% | 4.61% | 49.7% | - |
 Lockheed Martin (LMT) | 2.41% | 3.65% | 53.2% | - |
 Meta (META) | 2.19% | 0% | 46.46% | 8/29/2023 |
 BlackRock (BLK) | 2.1% | 0% | 41.77% | 4/7/2025 |
| Corsair (CRSR) | 1.99% | 0.27% | 99.83% | - |
 Netflix (NFLX) | 1.94% | 0% | 31.88% | 5/24/2023 |
 SPDR S&P 500 ETF (SPY) | 1.92% | 0% | 12.11% | 5/23/2022 |
 Realty Income (O) | 1.9% | 3.16% | 46.63% | - |
 Porsche (P911.DE) | 1.87% | 0% | 19.01% | 5/24/2023 |
 McDonald's (MCD) | 1.68% | 3.82% | 43.65% | - |
 TSMC (TSM) | 1.42% | 1.88% | 48.59% | - |
| PayPal (PYPL) | 1.41% | 0.36% | 96.93% | - |
 Verizon (VZ) | 1.33% | 2.64% | 38.28% | - |
 iShares Gold Trust (IAU) | 0.97% | 9.31% | 19.86% | - |
 Coca-Cola (KO) | 0.92% | 2.92% | 28.73% | - |
 Tesla (TSLA) | 0.85% | 0% | 25.06% | 11/14/2024 |
 Grayscale Bitcoin Trust BTC (GBTC) | 0.81% | 0% | 12.96% | 2/12/2024 |
 Deere (DE) | 0.78% | 2.68% | 27.02% | - |
 Bed Bath & Beyond Inc (BBBYQ) | 0.66% | 0% | 48.17% | 10/26/2023 |
 Texas Instruments (TXN) | 0.65% | 0.51% | 57.12% | - |
 Apple (AAPL) | 0.61% | 2.69% | 18.07% | - |
 Linde (LIN) | 0.61% | 0% | 13.13% | 4/7/2025 |
 Caterpillar (CAT) | 0.6% | 2.58% | 17.56% | - |
 iShares MSCI India ETF (INDA) | 0.52% | 0% | 12.96% | 9/27/2023 |
 Merck (MRK) | 0.45% | 1.84% | 18.07% | - |
 Volkswagen (VOW3.DE) | 0.41% | 0% | 14.07% | 11/4/2024 |
 Volvo (VOLV-A.ST) | 0.4% | 1.72% | 19.1% | - |
 AMC (AMC) | 0.39% | 0% | 79.54% | 8/22/2024 |
 ABB (ABBN.ZU) | 0.38% | 2.44% | 13.04% | - |
 Rheinmetall (RHM.DE) | 0.37% | 2.37% | 30.35% | - |
 Goldman Sachs (GS) | 0.37% | 1.34% | 22.68% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.35% | 0% | 10.4% | 11/17/2023 |
 Dogecoin (DOGE) | 0.33% | 0% | 79.54% | 8/22/2024 |
 Krones (KRN.DE) | 0.33% | 2.11% | 14.49% | - |
 Valneva (VLA.PA) | 0.29% | 0% | 13.64% | 6/10/2022 |
 AMC pref (APE.US) | 0.28% | 0% | 29.41% | 8/25/2023 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.26% | 0% | 8.35% | 8/7/2023 |
 Allianz (ALV.DE) | 0.26% | 2.19% | 13.04% | - |
 Raytheon (RTX) | 0.26% | 1.69% | 15.52% | - |
 Nike (NKE) | 0.24% | 0% | 26.51% | 4/14/2025 |
 iShares MSCI China ETF (MCHI) | 0.24% | 0% | 6.48% | 7/10/2023 |
 General Dynamics (GD) | 0.23% | 1.47% | 15.52% | - |
 MicroStrategy (MSTR) | 0.23% | 1.88% | 11.68% | - |
 SIGA Technologies (SIGA) | 0.23% | 0.91% | 20.38% | - |
 Novo Nordisk (NOVO-B.CO) | 0.22% | 1.5% | 10.14% | - |
 Reddit Inc (RDDT) | 0.19% | 0% | 10.14% | 7/25/2024 |
 American Tower (AMT) | 0.17% | 0% | 4.86% | 9/12/2023 |
 Johnson & Johnson (JNJ) | 0.11% | 0% | 5.29% | 11/7/2023 |
 Lufthansa (LHA.DE) | 0.09% | 0% | 1.19% | 7/22/2022 |
 ZIM (ZIM) | 0.09% | 0% | 14.58% | 4/8/2024 |
 Bayer (BAYN.DE) | 0.08% | 0% | 3.32% | 8/18/2023 |
 Salesforce (CRM) | 0.08% | 0% | 2.98% | 10/6/2023 |
 Virgin Galactic (SPCE) | 0.08% | 0% | 74% | 6/18/2024 |
 Twitter (TWTR) | 0.08% | 0% | 3.84% | 6/10/2022 |
 Alibaba (BABA) | 0.07% | 0.63% | 5.54% | - |
 Paramount (PARA) | 0.07% | 0% | 5.97% | 5/21/2024 |
 Oil (Non Expiry) (OIL) | 0.06% | 0% | 1.62% | 3/29/2022 |
 Tractor Supply (TSCO) | 0.05% | 2.73% | 1.88% | - |
 TMTG (DJT) | 0.05% | 0% | 1.19% | 4/11/2024 |
 CVS Health (CVS) | 0.05% | 4.56% | 1.02% | - |
 UnitedHealth (UNH) | 0.04% | 3.27% | 1.02% | - |
 Blue Apron Holdings Inc. (APRN) | 0.03% | 0% | 1.62% | 9/11/2023 |
 Allovir (KLRS) | 0.02% | 0% | 1.53% | 9/11/2023 |
 Broadcom (AVGO) | 0.02% | 0% | 1.11% | 9/15/2023 |
 Tupperware (TUPBQ) | 0.01% | 0% | 6.39% | 10/19/2023 |
 Oracle (ORCL) | 0.01% | 0.1% | 7.08% | - |
 Solventum (SOLV) | 0.01% | 0% | 0.51% | 4/8/2024 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.01% | 0% | 2.98% | 8/31/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 16% | 19.73% |
| 3M (MMM) | 4.18% | 4.88% |
| iShares Gold Trust (IAU) | 5.12% | 4.82% |
| BlackRock (BLK) | 4.13% | 4.8% |
| Linde (LIN) | 5.43% | 4.52% |
| Microsoft (MSFT) | 4.04% | 4.46% |
| Lockheed Martin (LMT) | 3.99% | 4.08% |
| McDonald's (MCD) | 3.87% | 3.79% |
| Apple (AAPL) | 3.44% | 3.65% |
| NVIDIA (NVDA) | 1.29% | 3.39% |
| Caterpillar (CAT) | 3.79% | 3.39% |
| Realty Income (O) | 3.66% | 3.09% |
| ABB (ABBN.ZU) | 3.44% | 3.08% |
| Deere (DE) | 2.55% | 2.68% |
| Coca-Cola (KO) | 2.95% | 2.65% |
| TSMC (TSM) | 1.25% | 2.61% |
| Novo Nordisk (NOVO-B.CO) | 3.43% | 2.56% |
| Verizon (VZ) | 2.75% | 2.56% |
| Merck (MRK) | 3.27% | 2.5% |
| Krones (KRN.DE) | 2.5% | 2.26% |
| Volvo (VOLV-A.ST) | 2.1% | 1.96% |
| Allianz (ALV.DE) | 2.06% | 1.95% |
| MicroStrategy (MSTR) | 2.74% | 1.83% |
| Raytheon (RTX) | 1.93% | 1.62% |
| Goldman Sachs (GS) | 1.51% | 1.6% |
| General Dynamics (GD) | 1.93% | 1.5% |
| Rheinmetall (RHM.DE) | 0.91% | 1.01% |
| SIGA Technologies (SIGA) | 1.58% | 0.98% |
| Nike (NKE) | 1.1% | 0.81% |
| Texas Instruments (TXN) | 0.69% | 0.69% |
| PayPal (PYPL) | 0.87% | 0.54% |
| Corsair (CRSR) | 1.38% | 0.32% |