Portfolio Diversification
Range
Most Diversified
18 instruments
October 23, 2024
Least Diversified
0 instruments
January 19, 2022
Average
7.5 instruments
Most Consistent Holdings
Top 5
WTI62.32%
ZM60.04%
ADA40.51%
BA35.13%
BTC27.92%
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 |
|---|---|---|---|---|
| Zoom (ZM) | 13.95% | 0% | 60.04% | 7/23/2024 |
 Citi (C) | 3.57% | 0% | 19.25% | 1/20/2023 |
 SPDR S&P 500 ETF (SPY) | 3.38% | 0% | 17.61% | 2/1/2025 |
 AI-Revolution | 3.36% | 0% | 16.24% | 6/24/2024 |
 Invesco QQQ (QQQ) | 3.23% | 0% | 16.06% | 2/1/2025 |
 GainersQtr | 3% | 0% | 7.21% | 12/27/2023 |
| W&T Offshore (WTI) | 2.77% | 0% | 62.32% | 2/1/2025 |
 Marathon Digital (MARA) | 1.68% | 0% | 12.68% | 5/20/2024 |
 II-Disruptive | 1.66% | 0% | 16.24% | 6/24/2024 |
 Alphabet (GOOG) | 1.65% | 0% | 15.05% | 2/1/2025 |
 EuropeTech | 1.58% | 0% | 16.24% | 6/24/2024 |
 Alibaba (BABA) | 1.39% | 0% | 12.23% | 1/4/2023 |
 NRG Energy (NRG) | 1.21% | 0% | 6.02% | 8/29/2022 |
 Gold Fields (GFI) | 1.19% | 0% | 10.58% | 11/8/2022 |
 Mondi (MNDI.L) | 1.17% | 0% | 13.14% | 11/11/2022 |
 BitcoinWorldWide | 1.08% | 0% | 27.1% | 2/1/2025 |
| Boeing (BA) | 1.06% | 0% | 35.13% | 2/1/2025 |
 ADM (ADM) | 0.97% | 0% | 27.83% | 11/20/2024 |
 Sasol (SSL) | 0.92% | 0% | 27.83% | 11/13/2024 |
 American Express (AXP) | 0.9% | 0% | 5.11% | 8/29/2022 |
| Bitcoin (BTC) | 0.84% | 0% | 27.92% | 2/1/2025 |
 NVIDIA (NVDA) | 0.74% | 0% | 11.04% | 2/1/2025 |
 Aurora Cannabis (ACB) | 0.65% | 0% | 4.93% | 11/11/2022 |
 Cenntro (CENN) | 0.62% | 0% | 1.55% | 5/31/2022 |
 FuelCell Energy (FCEL) | 0.59% | 0% | 2.19% | 5/24/2022 |
 Tesla (TSLA) | 0.55% | 0% | 15.15% | 7/3/2024 |
 Amazon (AMZN) | 0.53% | 0% | 13.69% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 0.52% | 0% | 6.57% | 2/1/2025 |
 Mediclinic International PLC (MDC.L) | 0.5% | 0% | 1.28% | 6/15/2022 |
| Cardano (ADA) | 0.48% | 0% | 40.51% | 12/8/2023 |
 OilWorldWide | 0.44% | 0% | 10.22% | 7/25/2023 |
 BigTech | 0.42% | 0% | 5.29% | 11/16/2023 |
 Utilities Select Sector SPDR (XLU) | 0.41% | 0% | 9.31% | 2/1/2025 |
 GE HealthCare (GEHC) | 0.36% | 0% | 8.39% | 9/26/2024 |
 Nike (NKE) | 0.35% | 0% | 11.77% | 2/1/2025 |
 Riot (RIOT) | 0.34% | 0% | 10.86% | 7/17/2024 |
 Microsoft (MSFT) | 0.31% | 0% | 8.39% | 2/1/2025 |
 MSCI (MSCI) | 0.31% | 0% | 4.47% | 11/21/2024 |
 Solana (SOL) | 0.29% | 0% | 7.94% | 9/13/2024 |
 KE Holdings (BEKE) | 0.29% | 0% | 8.12% | 4/10/2024 |
 Coca-Cola (KO) | 0.28% | 0% | 4.65% | 7/12/2024 |
 Waste Management (WM) | 0.27% | 0% | 2.28% | 8/29/2022 |
 Tilray (TLRY) | 0.25% | 0% | 1.73% | 12/14/2023 |
 Oracle (ORCL) | 0.23% | 0% | 5.66% | 7/24/2024 |
 Ulta (ULTA) | 0.23% | 0% | 6.48% | 12/6/2024 |
 CF Industries (CF) | 0.22% | 0% | 3.28% | 10/25/2022 |
 Northrop Grumman (NOC) | 0.21% | 0% | 6.66% | 2/1/2025 |
 Palo Alto Networks (PANW) | 0.21% | 0% | 6.66% | 2/1/2025 |
 FTA (YMM) | 0.2% | 0% | 5.57% | 3/13/2024 |
 AbbVie (ABBV) | 0.18% | 0% | 4.11% | 7/20/2023 |
 APA (APA) | 0.16% | 0% | 4.47% | 3/21/2024 |
 Amgen (AMGN) | 0.16% | 0% | 3.47% | 7/13/2023 |
 LKQ (LKQ) | 0.15% | 0% | 3.83% | 2/22/2024 |
 Diamondback (FANG) | 0.14% | 0% | 2.19% | 10/12/2022 |
 UnitedHealth (UNH) | 0.14% | 0% | 4.01% | 2/1/2025 |
 Target (TGT) | 0.13% | 0% | 3.01% | 7/17/2023 |
 Visa (V) | 0.13% | 0% | 3.65% | 11/6/2024 |
 Procter & Gamble (PG) | 0.12% | 0% | 2.74% | 7/5/2023 |
 Kraft Heinz (KHC) | 0.12% | 0% | 2.74% | 8/1/2023 |
 Apple (AAPL) | 0.1% | 0% | 3.56% | 4/12/2024 |
 Estee Lauder (EL) | 0.1% | 0% | 2.19% | 7/18/2023 |
 Agilent (A) | 0.09% | 0% | 2.1% | 7/6/2023 |
 Lululemon (LULU) | 0.09% | 0% | 2.46% | 10/25/2024 |
 Helmerich & Payne (HP) | 0.07% | 0% | 1.92% | 1/4/2024 |
 Editas (EDIT) | 0.05% | 0% | 0.18% | 3/2/2022 |
 American Airlines (AAL) | 0.04% | 0% | 0.55% | 8/14/2023 |
 Celsius (CELH) | 0.04% | 0% | 2.28% | 10/7/2024 |
 VICI Properties (VICI) | 0.04% | 0% | 0.91% | 8/14/2023 |
 Toncoin (Experimental) (TON) | 0.03% | 0% | 9.4% | 2/1/2025 |
 Biogen (BIIB) | 0.03% | 0% | 0.73% | 8/8/2023 |
 Meta (META) | 0.03% | 0% | 0.64% | 12/18/2023 |
 Canadian Solar (CSIQ) | 0.02% | 0% | 0.55% | 10/4/2023 |
 Centene (CNC) | 0.02% | 0% | 0.46% | 7/19/2023 |
 Agnico Eagle (AEM) | 0.02% | 0% | 1.09% | 11/11/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 0.27% | 4/10/2023 |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 0.27% | 10/6/2023 |
 Intel (INTC) | 0.01% | 0% | 0.27% | 12/14/2023 |
 Butterfly (BFLY) | 0.01% | 0% | 0.27% | 1/12/2024 |
 USD/CHF (USDCHF) | 0.01% | 0% | 0.18% | 5/9/2023 |
 EUR/JPY (EURJPY) | 0.01% | 0% | 0.18% | 3/28/2023 |
 Airbnb (ABNB) | 0.01% | 0% | 0.18% | 3/31/2023 |
 Suncor (SU) | 0.01% | 0% | 0.09% | 8/31/2022 |
 Affirm (AFRM) | 0.01% | 0% | 0.18% | 12/13/2023 |
 Vistra (VST) | 0.01% | 0% | 0.27% | 9/20/2024 |
 DJ30 Index (Non Expiry) (DJ30) | 0% | 0% | 0.18% | 6/8/2023 |
 USD/CAD (USDCAD) | 0% | 0% | 0.09% | 5/12/2023 |
 Cigna (CI) | 0% | 0% | 0.09% | 7/14/2023 |
 Elevance Health (ELV) | 0% | 0% | 0.09% | 7/14/2023 |
 EUR/GBP (EURGBP) | 0% | 0% | 0.09% | 5/11/2023 |
 GE Vernova (GEV) | 0% | 0% | 4.29% | 5/20/2024 |
 JD.com (JD.US) | 0% | 0% | 0.09% | 12/15/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 16.71% | 18.72% |
| SPDR S&P 500 ETF (SPY) | 16.71% | 18.12% |
| Alphabet (GOOG) | 10.03% | 11.66% |
| Berkshire Hathaway (BRK.B) | 8.36% | 7.88% |
| NVIDIA (NVDA) | 6.68% | 6.66% |
| Utilities Select Sector SPDR (XLU) | 4.68% | 4.28% |
| Amazon (AMZN) | 3.34% | 3.96% |
| BitcoinWorldWide | 3.41% | 3.86% |
| UnitedHealth (UNH) | 3.34% | 3.4% |
| Microsoft (MSFT) | 3.34% | 3.33% |
| Northrop Grumman (NOC) | 3.34% | 3.14% |
| Palo Alto Networks (PANW) | 3.34% | 3.07% |
| Nike (NKE) | 3.34% | 2.83% |
| W&T Offshore (WTI) | 6.68% | 2.72% |
| Boeing (BA) | 3.34% | 2.54% |
| Bitcoin (BTC) | 1.84% | 2.35% |
| Toncoin (Experimental) (TON) | 0.33% | 0.34% |