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Portfolio Diversification
Range
Most Diversified
34 instruments
March 29, 2025
Least Diversified
0 instruments
February 2, 2025
Average
21.9 instruments
Most Consistent Holdings
Top 5
VOO86.17%
NVDA76.04%
CRSR74.57%
PYPL72.51%
LMT67.04%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 16.63% | 11.34% | 86.17% | - |
 GameStop (GME) | 13.35% | 0% | 60.92% | 12/2/2024 |
| NVIDIA (NVDA) | 6.81% | 0% | 76.04% | 11/17/2025 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 4.27% | 0% | 24.84% | 4/25/2024 |
 iShares Gold Trust (IAU) | 3.93% | 11.13% | 44.03% | - |
 Microsoft (MSFT) | 3.68% | 0% | 40.26% | 5/7/2025 |
 3M (MMM) | 3.31% | 3.48% | 64.51% | - |
| Lockheed Martin (LMT) | 2.52% | 2.37% | 67.04% | - |
 Verizon (VZ) | 2.39% | 4.41% | 56.74% | - |
 McDonald's (MCD) | 1.8% | 0% | 52.68% | 5/11/2026 |
 Realty Income (O) | 1.62% | 0% | 44.08% | 11/7/2025 |
 Caterpillar (CAT) | 1.56% | 4.45% | 42.44% | - |
 Meta (META) | 1.51% | 0% | 32.08% | 8/29/2023 |
 BlackRock (BLK) | 1.45% | 0% | 28.84% | 4/7/2025 |
| Corsair (CRSR) | 1.4% | 0% | 74.57% | 7/24/2025 |
 TSMC (TSM) | 1.38% | 0% | 45.85% | 11/17/2025 |
 Netflix (NFLX) | 1.34% | 0% | 22.01% | 5/24/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 1.32% | 0% | 8.36% | 5/23/2022 |
 Porsche (P911.DE) | 1.29% | 0% | 13.13% | 5/24/2023 |
 Coca-Cola (KO) | 1.27% | 2.04% | 50.15% | - |
 Allianz (ALV.DE) | 1.26% | 5.43% | 39.32% | - |
 NatWest (NWG) | 1.25% | 5.26% | 24.6% | - |
 Rheinmetall (RHM.DE) | 1.24% | 1.83% | 51.27% | - |
 Deere (DE) | 1.21% | 2.38% | 48.97% | - |
 CVS Health (CVS) | 1.15% | 3.5% | 30.9% | - |
 ABB (ABBN.ZU) | 1.06% | 2.8% | 39.32% | - |
| PayPal (PYPL) | 0.99% | 0% | 72.51% | 7/24/2025 |
 Krones (KRN.DE) | 0.82% | 1.35% | 40.32% | - |
 Enel (ENEL.MI) | 0.81% | 5.04% | 17.95% | - |
 Tesco (TSCO.L) | 0.81% | 3.11% | 30.14% | - |
 Tmc (TMC) | 0.79% | 1.64% | 27.9% | - |
 Volvo (VOLV-A.ST) | 0.79% | 2.05% | 43.44% | - |
 Goldman Sachs (GS) | 0.71% | 1.42% | 45.97% | - |
 Iberdrola (IBE.MC) | 0.71% | 3.86% | 17.89% | - |
 Contemporary Amperex Technology Co Limited (3750.HK) | 0.67% | 3.31% | 20.66% | - |
 Raytheon (RTX) | 0.66% | 1.44% | 41.02% | - |
 Tesla (TSLA) | 0.59% | 0% | 17.3% | 11/14/2024 |
 Grayscale Bitcoin Trust BTC (GBTC) | 0.56% | 0% | 8.95% | 2/12/2024 |
 ICBC (1398.HK) | 0.55% | 2.35% | 23.9% | - |
 General Dynamics (GD) | 0.53% | 1.04% | 41.02% | - |
 Apple (AAPL) | 0.51% | 0% | 16.13% | 6/20/2025 |
 Bed Bath & Beyond Inc (BBBYQ) | 0.45% | 0% | 33.25% | 10/26/2023 |
 Texas Instruments (TXN) | 0.45% | 0% | 40.49% | 5/7/2025 |
 iShares EURO STOXX Select Dividend 30 UCITS ETF (SD3EEX.DE) | 0.45% | 3.65% | 15.24% | - |
 Linde (LIN) | 0.42% | 0% | 9.06% | 4/7/2025 |
 Merck (MRK) | 0.41% | 0% | 18.6% | 8/1/2025 |
 Sirius XM (SIRI) | 0.41% | 1.81% | 24.01% | - |
 AbbVie (ABBV) | 0.38% | 2.24% | 18.42% | - |
 iShares MSCI India ETF (INDA) | 0.36% | 0% | 8.95% | 9/27/2023 |
 MicroStrategy (MSTR) | 0.29% | 0% | 14.36% | 8/4/2025 |
 Volkswagen (VOW3.DE) | 0.28% | 0% | 9.71% | 11/4/2024 |
 Johnson & Johnson (JNJ) | 0.27% | 2.76% | 11.42% | - |
 AMC (AMC) | 0.27% | 0% | 54.91% | 8/22/2024 |
 SIGA Technologies (SIGA) | 0.24% | 0% | 32.37% | 2/27/2026 |
 Schwab US Dividend Equity ETF (SCHD) | 0.24% | 0% | 7.18% | 11/17/2023 |
 Novo Nordisk (NOVO-B.CO) | 0.24% | 0% | 13.07% | 8/1/2025 |
 Dogecoin (DOGE) | 0.23% | 0% | 54.91% | 8/22/2024 |
 Valneva (VLA.PA) | 0.2% | 0% | 9.42% | 6/10/2022 |
 AMC pref (APE.US) | 0.19% | 0% | 20.31% | 8/25/2023 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.18% | 0% | 5.77% | 8/7/2023 |
 Nike (NKE) | 0.17% | 0% | 18.3% | 4/14/2025 |
 iShares MSCI China ETF (MCHI) | 0.17% | 0% | 4.47% | 7/10/2023 |
 UnitedHealth (UNH) | 0.15% | 0% | 6.42% | 7/25/2025 |
 Reddit Inc (RDDT) | 0.13% | 0% | 7% | 7/25/2024 |
 Space Exploration Technologies Corp (SPCX.RTH) | 0.13% | 2.33% | 5.83% | - |
 American Tower (AMT) | 0.11% | 0% | 3.35% | 9/12/2023 |
 eToro Group LTD (ETOR) | 0.07% | 0% | 8.12% | 9/29/2025 |
 Lufthansa (LHA.DE) | 0.06% | 0% | 0.82% | 7/22/2022 |
 ZIM (ZIM) | 0.06% | 0% | 10.06% | 4/8/2024 |
 Alibaba (BABA) | 0.06% | 0% | 4.89% | 5/7/2025 |
 Bayer (BAYN.DE) | 0.06% | 0% | 2.3% | 8/18/2023 |
 Salesforce (CRM) | 0.06% | 0% | 2.06% | 10/6/2023 |
 Virgin Galactic (SPCE) | 0.05% | 0% | 51.09% | 6/18/2024 |
 Twitter (TWTR) | 0.05% | 0% | 2.65% | 6/10/2022 |
 Paramount (PSKY) | 0.05% | 0% | 4.12% | 5/21/2024 |
 Oil (Non Expiry) (OIL) | 0.04% | 0% | 1.12% | 3/29/2022 |
 Tractor Supply (TSCO) | 0.04% | 0% | 1.41% | 4/21/2025 |
 TMTG (DJT) | 0.04% | 0% | 0.82% | 4/11/2024 |
 Blue Apron Holdings Inc. (APRN) | 0.02% | 0% | 1.12% | 9/11/2023 |
 Allovir (KLRS) | 0.02% | 0% | 1.06% | 9/11/2023 |
 Broadcom (AVGO) | 0.02% | 0% | 0.77% | 9/15/2023 |
 Tupperware (TUPBQ) | 0.01% | 0% | 4.41% | 10/19/2023 |
 Oracle (ORCL) | 0.01% | 0% | 5% | 4/21/2025 |
 Solventum (SOLV) | 0% | 0% | 0.35% | 4/8/2024 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0% | 0% | 2.06% | 8/31/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 11.84% | 14.85% |
| iShares Gold Trust (IAU) | 12.33% | 13.29% |
| NatWest (NWG) | 5.97% | 5.91% |
| Verizon (VZ) | 5.9% | 4.54% |
| Iberdrola (IBE.MC) | 5.09% | 4.17% |
| 3M (MMM) | 3.09% | 3.92% |
| Enel (ENEL.MI) | 4.81% | 3.78% |
| Allianz (ALV.DE) | 3.88% | 3.74% |
| CVS Health (CVS) | 3.67% | 3.71% |
| Rheinmetall (RHM.DE) | 3.16% | 3.5% |
| Caterpillar (CAT) | 2.8% | 3.47% |
| Tmc (TMC) | 2.82% | 3.05% |
| Contemporary Amperex Technology Co Limited (3750.HK) | 3.87% | 2.92% |
| Lockheed Martin (LMT) | 2.95% | 2.62% |
| McDonald's (MCD) | 2.86% | 2.58% |
| ABB (ABBN.ZU) | 2.55% | 2.45% |
| ICBC (1398.HK) | 2.8% | 2.33% |
| Tesco (TSCO.L) | 2.36% | 2.33% |
| AbbVie (ABBV) | 2.76% | 2.3% |
| Krones (KRN.DE) | 2.33% | 2.07% |
| Coca-Cola (KO) | 2.18% | 1.93% |
| Deere (DE) | 1.88% | 1.91% |
| Raytheon (RTX) | 1.43% | 1.66% |
| Goldman Sachs (GS) | 1.11% | 1.59% |
| Sirius XM (SIRI) | 1.98% | 1.46% |
| Volvo (VOLV-A.ST) | 1.56% | 1.42% |
| General Dynamics (GD) | 1.43% | 1.24% |
| SIGA Technologies (SIGA) | 0.45% | 0.25% |
Cash & Instruments Over Time
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