Portfolio Diversification
Range
Most Diversified
30 instruments
August 7, 2024
Least Diversified
0 instruments
October 24, 2023
Average
12.6 instruments
Most Consistent Holdings
Top 5
SPXL58.17%
NVDA41.3%
LLY41.3%
THC41.3%
MUSA41.3%
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 |
|---|---|---|---|---|
| Direxion Daily S&P 500 Bull 3X (SPXL) | 6.08% | 0% | 58.17% | 2/1/2025 |
 ProShares UltraPro S&P 500 (UPRO) | 2.91% | 0% | 21.38% | 9/27/2023 |
 Sprouts (SFM) | 1.91% | 0% | 41.3% | 2/1/2025 |
 Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares (GUSH) | 1.67% | 0% | 15.67% | 5/2/2023 |
 ING (INGA.NV) | 1.67% | 0% | 18.59% | 5/24/2023 |
| Tenet Healthcare (THC) | 1.61% | 0% | 41.3% | 2/1/2025 |
| NVIDIA (NVDA) | 1.48% | 0% | 41.3% | 2/1/2025 |
 Broadcom (AVGO) | 1.47% | 0% | 40.24% | 2/1/2025 |
 Houlihan Lokey (HLI) | 1.45% | 0% | 41.3% | 2/1/2025 |
 Vertiv (VRT) | 1.44% | 0% | 41.3% | 2/1/2025 |
 Sterling (STRL.US) | 1.44% | 0% | 41.3% | 2/1/2025 |
 ESP35 Index (Non Expiry) (ESP35) | 1.41% | 0% | 8.37% | 3/25/2024 |
| Murphy USA (MUSA) | 1.38% | 0% | 41.3% | 2/1/2025 |
 Comfort Systems USA (FIX) | 1.36% | 0% | 41.3% | 2/1/2025 |
| Eli Lilly (LLY) | 1.29% | 0% | 41.3% | 2/1/2025 |
 Clean Harbors (CLH) | 1.27% | 0% | 36.52% | 2/1/2025 |
 BellRing (BRBR) | 1.22% | 0% | 40.24% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 1.19% | 0% | 37.45% | 2/1/2025 |
 Progressive (PGR) | 1.18% | 0% | 37.05% | 2/1/2025 |
 Monolithic Power (MPWR) | 1.17% | 0% | 36.52% | 2/1/2025 |
 ProShares UltraPro QQQ (TQQQ) | 1.15% | 0% | 8.63% | 2/9/2024 |
 Invesco NASDAQ Next Gen 100 ETF (QQQJ) | 1.14% | 0% | 37.32% | 2/1/2025 |
 Waste Management (WM) | 1.11% | 0% | 37.98% | 2/1/2025 |
 Microsoft (MSFT) | 1.11% | 0% | 36.52% | 2/1/2025 |
 Synopsys (SNPS) | 1.1% | 0% | 40.24% | 2/1/2025 |
 Cadence (CDNS) | 1.1% | 0% | 40.24% | 2/1/2025 |
 Southern Copper (SCCO) | 1.02% | 0% | 37.98% | 2/1/2025 |
 Builders FirstSource (BLDR) | 0.96% | 0% | 41.3% | 2/1/2025 |
 Saia (SAIA) | 0.95% | 0% | 41.3% | 2/1/2025 |
 Rheinmetall (RHM.DE) | 0.93% | 0% | 30.81% | 11/14/2024 |
 e.l.f. (ELF) | 0.89% | 0% | 41.3% | 2/1/2025 |
 Celsius (CELH) | 0.63% | 0% | 41.3% | 2/1/2025 |
 Direxion Daily Financial Bull 3X Shares (FAS) | 0.61% | 0% | 4.25% | 2/3/2023 |
 Supermicro (SMCI) | 0.6% | 0% | 32.8% | 11/29/2024 |
 Cognizant (CTSH) | 0.4% | 0% | 13.01% | 8/28/2024 |
 Vistra (VST) | 0.31% | 0% | 11.16% | 8/28/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.1% | 0% | 0.66% | 10/23/2023 |
 SAP (SAP.DE) | 0.03% | 0% | 37.72% | 10/19/2023 |
 Walgreens (WBA) | 0.02% | 0% | 0.13% | 2/16/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Direxion Daily S&P 500 Bull 3X (SPXL) | 9.97% | 11.9% |
| Sprouts (SFM) | 3.12% | 5.52% |
| Broadcom (AVGO) | 3.12% | 4.85% |
| Sterling (STRL.US) | 3.12% | 4.12% |
| NVIDIA (NVDA) | 3.12% | 3.88% |
| Vertiv (VRT) | 3.12% | 3.83% |
| Houlihan Lokey (HLI) | 3.12% | 3.81% |
| Comfort Systems USA (FIX) | 3.12% | 3.64% |
| BellRing (BRBR) | 3.12% | 3.52% |
| Tenet Healthcare (THC) | 3.12% | 3.41% |
| Murphy USA (MUSA) | 3.12% | 3.33% |
| Clean Harbors (CLH) | 3.12% | 3.29% |
| SPDR S&P 500 ETF (SPY) | 3.12% | 3.21% |
| Progressive (PGR) | 3.12% | 3.17% |
| Invesco NASDAQ Next Gen 100 ETF (QQQJ) | 3.12% | 3.11% |
| Microsoft (MSFT) | 3.12% | 2.91% |
| Eli Lilly (LLY) | 3.12% | 2.76% |
| Cadence (CDNS) | 3.12% | 2.72% |
| Waste Management (WM) | 3.12% | 2.7% |
| Monolithic Power (MPWR) | 3.12% | 2.38% |
| Synopsys (SNPS) | 3.12% | 2.37% |
| Southern Copper (SCCO) | 3.12% | 2.23% |
| Saia (SAIA) | 3.12% | 2.16% |
| Builders FirstSource (BLDR) | 3.12% | 1.87% |
| e.l.f. (ELF) | 3.11% | 1.71% |
| Celsius (CELH) | 3.12% | 0.79% |