Portfolio Diversification
Range
Most Diversified
112 instruments
January 5, 2023
Least Diversified
21 instruments
February 21, 2025
Average
74.9 instruments
Most Consistent Holdings
Top 5
META100%
ALLY100%
9988.HK100%
EEM100%
XLF100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Bitcoin (BTC) | 7.34% | 12.63% | 100% | - |
 Ethereum (ETH) | 5.89% | 5.75% | 100% | - |
| Meta (META) | 4.74% | 7.59% | 100% | - |
 Ishares Russell 2000 ETF (IWM) | 4.51% | 10.37% | 64.58% | - |
 XRP (XRP) | 3.17% | 6.15% | 100% | - |
 StoneCo (STNE) | 2.29% | 6.59% | 83.26% | - |
 iShares MSCI India ETF (INDA) | 2.2% | 4.54% | 100% | - |
| Ally (ALLY) | 1.81% | 3.18% | 100% | - |
 Coinbase (COIN) | 1.71% | 3.96% | 94.31% | - |
 Real Estate Select Sector SPDR (XLRE) | 1.71% | 2.68% | 64.58% | - |
 SoFi (SOFI) | 1.53% | 1.36% | 80.3% | - |
 Disney (DIS) | 1.34% | 2.02% | 97.72% | - |
 AT&T (T) | 1.27% | 0% | 66.4% | 8/15/2024 |
 Consumer Discret Select Sector SPDR (XLY) | 1.19% | 2.9% | 39.07% | - |
| iShares MSCI Emerging Markets ETF (EEM) | 1.14% | 2.23% | 100% | - |
 Invesco Solar ETF (TAN) | 1.12% | 0% | 60.93% | 6/28/2024 |
 Verizon (VZ) | 1.08% | 0% | 63.67% | 7/22/2024 |
| Alibaba (9988.HK) | 1.03% | 1.08% | 100% | - |
 Vanguard Real Estate ETF (VNQ) | 1.02% | 2.86% | 37.81% | - |
 Simon (SPG) | 0.99% | 0% | 60.02% | 6/20/2024 |
| Financial Select Sector SPDR (XLF) | 0.98% | 1.56% | 100% | - |
 iShares Russell 1000 Value ETF (IWD) | 0.94% | 1.07% | 100% | - |
 Zillow (Z) | 0.92% | 0% | 86.9% | 2/12/2025 |
 WP Carey (WPC) | 0.9% | 0% | 66.06% | 8/12/2024 |
 NVIDIA (NVDA) | 0.9% | 7.67% | 24.72% | - |
 Encompass Health (EHC) | 0.89% | 0% | 80.3% | 12/16/2024 |
 FedEx (FDX) | 0.86% | 0% | 39.41% | 12/20/2023 |
 PayPal (PYPL) | 0.84% | 0% | 85.99% | 2/4/2025 |
 Visa (V) | 0.82% | 0% | 31.78% | 8/23/2024 |
 Caterpillar (CAT) | 0.82% | 0% | 60.59% | 6/25/2024 |
 Starbucks (SBUX) | 0.81% | 0% | 84.85% | 3/12/2025 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.72% | 0% | 74.37% | 10/25/2024 |
 Sirius XM (SIRI) | 0.72% | 2.19% | 33.6% | - |
 Roblox (RBLX) | 0.7% | 0% | 71.98% | 10/3/2024 |
 Alphabet (GOOG) | 0.68% | 3.19% | 35.54% | - |
 Snowflake (SNOW) | 0.66% | 0.46% | 58.54% | - |
 Bank of America (BAC) | 0.65% | 0% | 67.08% | 8/21/2024 |
 Occidental (OXY) | 0.64% | 0% | 43.39% | 11/13/2024 |
 Willis Towers Watson (WTW) | 0.63% | 0% | 66.06% | 8/12/2024 |
 Copa (CPA) | 0.61% | 0% | 40.09% | 11/5/2024 |
 Shell (SHEL.L) | 0.59% | 0% | 47.95% | 6/7/2024 |
 Uber (UBER) | 0.59% | 0% | 29.04% | 9/19/2023 |
 Honeywell (HON) | 0.59% | 0% | 68.68% | 9/4/2024 |
 Adidas (ADS.DE) | 0.58% | 0% | 59% | 6/11/2024 |
 Crowdstrike (CRWD) | 0.57% | 0% | 67.77% | 11/27/2024 |
 Dynatrace (DT) | 0.56% | 0% | 75.85% | 11/7/2024 |
 Cleveland-Cliffs (CLF.US) | 0.56% | 0% | 67.77% | 10/7/2024 |
 GE (GE) | 0.56% | 0% | 60.82% | 6/27/2024 |
 Intel (INTC) | 0.56% | 0% | 51.25% | 4/3/2024 |
 Dell (DELL) | 0.52% | 0% | 50.46% | 3/27/2024 |
 Nike (NKE) | 0.52% | 0.68% | 69.82% | - |
 Cardano (ADA) | 0.52% | 0% | 37.93% | 12/7/2023 |
 Microsoft (MSFT) | 0.51% | 0% | 30.98% | 1/27/2025 |
 VICI Properties (VICI) | 0.5% | 0% | 33.14% | 8/12/2024 |
 Lenovo (0992.HK) | 0.5% | 0% | 37.81% | 12/6/2023 |
 Pfizer (PFE) | 0.5% | 0% | 48.97% | 12/4/2024 |
 CoStar (CSGP) | 0.49% | 0% | 57.52% | 5/29/2024 |
 Intuit (INTU) | 0.49% | 0% | 38.95% | 5/24/2024 |
 GSK (GSK.L) | 0.48% | 0% | 61.05% | 6/4/2025 |
 Nestle (NESN.ZU) | 0.46% | 0% | 64.12% | 7/26/2024 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.45% | 0% | 55.92% | 5/14/2024 |
 Prosus (PRX.NV) | 0.45% | 0% | 60.59% | 6/25/2024 |
 Medtronic (MDT.US) | 0.44% | 0% | 51.82% | 4/8/2024 |
 Nintendo (NTDOY) | 0.44% | 0% | 35.42% | 11/15/2023 |
 Moody's (MCO) | 0.44% | 0% | 49.43% | 8/12/2024 |
 Adobe (ADBE) | 0.43% | 0% | 42.94% | 12/12/2024 |
 Wendy's (WEN) | 0.42% | 0% | 55.81% | 5/13/2024 |
 Airbnb (ABNB) | 0.42% | 0% | 65.49% | 8/7/2024 |
 Lithia Motors (LAD) | 0.41% | 0% | 56.15% | 5/16/2024 |
 Tencent (0700.HK) | 0.4% | 0% | 39.64% | 12/22/2023 |
 Apple (AAPL) | 0.4% | 1.93% | 29.61% | - |
 iShares Global REIT ETF (REET) | 0.38% | 0% | 24.83% | 5/14/2025 |
 Volkswagen (VOW3.DE) | 0.38% | 0% | 59.23% | 6/13/2024 |
 Boeing (BA) | 0.37% | 0% | 41.57% | 1/8/2024 |
 Orsted (ORSTED.CO) | 0.37% | 0% | 47.95% | 3/4/2024 |
 iShares S&P 500 Consumer Discretionary Sector UCITS ETF USD Acc (QDVK.DE) | 0.37% | 0% | 15.72% | 2/5/2025 |
 UiPath (PATH) | 0.36% | 0% | 62.07% | 7/8/2024 |
 Plug Power (PLUG) | 0.35% | 0% | 60.14% | 6/21/2024 |
 Vestas (VWS.CO) | 0.34% | 0% | 47.95% | 3/4/2024 |
 AEP (AEP) | 0.34% | 0% | 17.88% | 6/12/2024 |
 Qualcomm (QCOM) | 0.33% | 0% | 15.6% | 11/13/2024 |
 Abbott (ABT) | 0.33% | 0% | 70.39% | 9/19/2024 |
 Unity (U) | 0.33% | 0% | 37.13% | 6/10/2024 |
 Jazz Pharmaceuticals (JAZZ) | 0.32% | 0% | 47.61% | 3/1/2024 |
 ADM (ADM) | 0.32% | 0% | 43.17% | 1/22/2024 |
 Alibaba (BABA) | 0.32% | 0% | 35.54% | 11/16/2023 |
 Wynn Resorts (WYNN) | 0.31% | 0% | 10.36% | 4/4/2023 |
 NXP (NXPI) | 0.31% | 0% | 63.78% | 7/23/2024 |
 UnitedHealth (UNH) | 0.29% | 0% | 49.2% | 8/16/2024 |
 Robinhood (HOOD) | 0.28% | 0% | 68.68% | 9/4/2024 |
 Goldman Sachs (GS) | 0.28% | 0% | 64.46% | 7/29/2024 |
 Corsair (CRSR) | 0.28% | 0% | 61.28% | 7/1/2024 |
 Build and Build (BNB) | 0.27% | 0% | 11.16% | 4/11/2023 |
 Ubisoft (UBI.PA) | 0.27% | 0% | 56.26% | 5/17/2024 |
 Heineken (HEIA.NV) | 0.27% | 0% | 64.46% | 7/29/2024 |
 Paramount (PARA) | 0.27% | 0% | 48.18% | 3/7/2024 |
 Herbalife (HLF) | 0.26% | 0% | 56.26% | 5/17/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.26% | 0% | 17.77% | 2/19/2025 |
 iShares China Large-Cap ETF (FXI) | 0.25% | 0% | 39.41% | 12/20/2023 |
 Tesla (TSLA) | 0.25% | 1.53% | 13.44% | - |
 ExxonMobil (XOM) | 0.24% | 0% | 30.64% | 8/13/2024 |
 SAP (SAP.DE) | 0.23% | 0% | 31.09% | 12/21/2023 |
 Liberty Media (LLYVK) | 0.23% | 0% | 18.45% | 5/23/2024 |
 Twilio (TWLO) | 0.23% | 0% | 87.13% | 2/14/2025 |
 Advance Auto Parts (AAP) | 0.23% | 0% | 60.59% | 6/25/2024 |
 Coca Cola Hellenic (CCH.L) | 0.22% | 0% | 17.77% | 6/9/2023 |
 AMD (AMD) | 0.21% | 0% | 17.08% | 11/26/2024 |
 Amazon (AMZN) | 0.21% | 1.32% | 22.44% | - |
 EA (EA) | 0.21% | 0% | 34.05% | 1/23/2025 |
 Kimberly-Clark (KMB) | 0.2% | 0% | 23.01% | 7/25/2023 |
 PepsiCo (PEP) | 0.2% | 0% | 23.46% | 2/4/2025 |
 iShares Semiconductor ETF (SOXX) | 0.17% | 0% | 11.85% | 11/13/2024 |
 Smith & Wesson (SWBI) | 0.17% | 0% | 38.04% | 12/8/2023 |
 Roku (ROKU) | 0.16% | 0% | 56.15% | 5/16/2024 |
 Hasbro (HAS) | 0.16% | 0% | 27.9% | 9/7/2023 |
 BlackStone (BX) | 0.16% | 0% | 42.03% | 1/12/2024 |
 Warner Bros Discovery (WBD) | 0.15% | 0% | 56.15% | 5/16/2024 |
 Generac (GNRC) | 0.15% | 0% | 62.3% | 7/10/2024 |
 GlobalFoundries (GFS) | 0.15% | 0% | 8.77% | 1/21/2025 |
 Coca-Cola (KO) | 0.14% | 0% | 15.26% | 3/7/2024 |
 McDonald's (MCD) | 0.14% | 0% | 5.58% | 8/23/2024 |
 Beyond Meat (BYND) | 0.14% | 0% | 38.84% | 12/15/2023 |
 VanEck Vectors Junior Gold Miners ETF (GDXJ) | 0.13% | 0% | 38.04% | 12/8/2023 |
 Align (ALGN) | 0.13% | 0% | 19.59% | 1/19/2024 |
 Allianz (ALV.DE) | 0.13% | 0% | 25.4% | 8/15/2023 |
 Leslie's (LESL) | 0.12% | 0% | 35.19% | 11/13/2023 |
 ChinaA50 Index (Non Expiry) (CHINA50) | 0.11% | 0% | 6.72% | 3/20/2025 |
 GE HealthCare (GEHC) | 0.11% | 0% | 55.47% | 5/13/2024 |
 Delta (DAL) | 0.11% | 0% | 24.26% | 12/18/2023 |
 NextEra (NEE) | 0.1% | 0% | 29.73% | 3/4/2024 |
 LVMH (MC.PA) | 0.1% | 0% | 7.18% | 9/5/2024 |
 Home Depot (HD) | 0.1% | 0% | 13.55% | 1/17/2025 |
 Capital One (COF) | 0.09% | 0% | 12.64% | 6/27/2024 |
 Tapestry (TPR) | 0.09% | 0% | 6.95% | 1/9/2024 |
 AB InBev (ABI.BR) | 0.09% | 0% | 10.59% | 4/6/2023 |
 Broadcom (AVGO) | 0.09% | 0% | 17.43% | 6/6/2023 |
 MaxLinear (MXL) | 0.08% | 0% | 6.49% | 1/30/2025 |
 Northrop Grumman (NOC) | 0.08% | 0% | 6.38% | 9/19/2024 |
 Eli Lilly (LLY) | 0.08% | 0% | 8.66% | 5/12/2025 |
 ServiceNow (NOW) | 0.08% | 0% | 8.54% | 1/2/2024 |
 Douyu (DOYU) | 0.08% | 0% | 43.62% | 1/26/2024 |
 Match Group (MTCH) | 0.08% | 0% | 5.81% | 2/5/2025 |
 Dogecoin (DOGE) | 0.07% | 0% | 74.37% | 10/25/2024 |
 Masimo (MASI) | 0.07% | 0% | 23.46% | 12/28/2023 |
 ADO Properties (ADJ.DE) | 0.07% | 0% | 35.19% | 11/13/2023 |
 Dash (DASH) | 0.06% | 0% | 59.91% | 6/19/2024 |
 ZEPP Health (ZEPP) | 0.06% | 0% | 55.81% | 5/13/2024 |
 Siemens Gamesa Renewable Energy SA (SGRE.MC) | 0.06% | 0% | 3.99% | 2/6/2023 |
 Fox (FOXA) | 0.06% | 0% | 6.49% | 9/4/2024 |
 Middleby (MIDD.US) | 0.06% | 0% | 38.95% | 6/25/2024 |
 PDD Holdings (PDD) | 0.06% | 0% | 6.72% | 11/9/2023 |
 USD/JPY (USDJPY) | 0.05% | 0% | 4.9% | 1/16/2024 |
 HKG50 Index (Non Expiry) (HKG50) | 0.05% | 0% | 4.1% | 2/19/2025 |
 Mercedes-Benz (MBG.DE) | 0.05% | 0% | 10.36% | 4/4/2023 |
 Las Vegas Sands (LVS) | 0.05% | 0% | 3.3% | 1/31/2023 |
 Netflix (NFLX) | 0.05% | 0% | 5.01% | 11/13/2023 |
 TSMC (TSM) | 0.05% | 0% | 3.64% | 1/6/2025 |
 JD.com (JD.US) | 0.04% | 0% | 12.41% | 3/4/2024 |
 Peloton (PTON) | 0.04% | 0% | 64.69% | 7/31/2024 |
 Palantir (PLTR) | 0.04% | 0% | 5.24% | 5/6/2025 |
 Deere (DE) | 0.04% | 0% | 7.86% | 3/13/2023 |
 Block Inc. (XYZ) | 0.04% | 0% | 4.56% | 5/3/2023 |
 Glencore (GLEN.L) | 0.03% | 0% | 5.81% | 2/22/2023 |
 America Movil (AMX) | 0.03% | 0% | 2.28% | 7/29/2024 |
 Bloomin' Brands (BLMN) | 0.03% | 0% | 3.19% | 5/14/2025 |
 GE Vernova (GEV) | 0.03% | 0% | 9.57% | 6/27/2024 |
 Aurora Cannabis (ACB) | 0.03% | 0% | 60.02% | 6/20/2024 |
 Bittensor (Experimental) (TAO) | 0.03% | 0.5% | 4.9% | - |
 ICE (ICE) | 0.02% | 0% | 2.96% | 7/3/2024 |
 CME Group (CME) | 0.02% | 0% | 2.96% | 7/3/2024 |
 Wynn Macau (01128.HK) | 0.02% | 0% | 2.51% | 3/3/2023 |
 SmileDirectClub Inc (SDCCQ) | 0.02% | 0% | 33.03% | 1/12/2024 |
 Alibaba (BABA.EXT) | 0.02% | 0% | 0.8% | 1/30/2024 |
 Global X Uranium ETF (URA) | 0.01% | 0% | 1.48% | 6/14/2023 |
 Umicore (UMI.BR) | 0.01% | 0% | 2.73% | 7/31/2023 |
 LendingClub (LC) | 0.01% | 0% | 5.01% | 7/20/2023 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.01% | 0% | 1.71% | 7/28/2023 |
 Celsius (CELH) | 0.01% | 0% | 2.73% | 7/14/2023 |
 American Airlines (AAL) | 0.01% | 0% | 1.25% | 12/18/2023 |
 EUR/USD (EURUSD) | 0.01% | 0% | 0.8% | 2/14/2025 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.01% | 0% | 0.68% | 1/16/2025 |
 Booz Allen (BAH) | 0.01% | 0% | 1.14% | 3/20/2025 |
 FRA40 Index (Non Expiry) (FRA40) | 0.01% | 0% | 0.8% | 7/19/2023 |
 Air Products (APD) | 0.01% | 0% | 0.46% | 1/5/2023 |
 Gold (Non Expiry) (GOLD) | 0% | 0% | 0.46% | 3/27/2023 |
 Palo Alto Networks (PANW) | 0% | 0% | 0.68% | 3/4/2024 |
 GER40 Index (Non Expiry) (GER40) | 0% | 0% | 0.11% | 11/3/2023 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0% | 0% | 0.68% | 3/12/2024 |
 UK100 Index (Non Expiry) (UK100) | 0% | 0% | 0.8% | 6/28/2023 |
 Net Lease Office Properties (NLOP) | 0% | 0% | 14.01% | 3/4/2024 |
 Lululemon (LULU) | 0% | 0% | 0.68% | 6/12/2023 |
 Carnival (CCL) | 0% | 0% | 0.34% | 7/1/2024 |
 Meituan (03690.HK) | 0% | 0% | 5.69% | 5/19/2023 |
 Bath & Body Works (BBWI) | 0% | 0.63% | 0.34% | - |
 Grab (GRAB) | 0% | 0% | 0.23% | 11/22/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 3.2% | 11.89% |
| Ishares Russell 2000 ETF (IWM) | 12.62% | 10.88% |
| Ethereum (ETH) | 2.15% | 7.38% |
| XRP (XRP) | 0.76% | 6.31% |
| Meta (META) | 4.21% | 5.58% |
| iShares MSCI India ETF (INDA) | 6.73% | 5.18% |
| StoneCo (STNE) | 7.57% | 3.5% |
| Zillow (Z) | 3.79% | 3.48% |
| Disney (DIS) | 3.79% | 3.28% |
| Consumer Discret Select Sector SPDR (XLY) | 3.36% | 3.27% |
| Ally (ALLY) | 4.21% | 3.05% |
| Real Estate Select Sector SPDR (XLRE) | 3.36% | 2.78% |
| Coinbase (COIN) | 3.36% | 2.74% |
| iShares S&P 500 Consumer Discretionary Sector UCITS ETF USD Acc (QDVK.DE) | 2.52% | 2.51% |
| Sirius XM (SIRI) | 3.79% | 2.42% |
| iShares MSCI Emerging Markets ETF (EEM) | 2.94% | 2.12% |
| Vanguard Real Estate ETF (VNQ) | 2.52% | 2.02% |
| Starbucks (SBUX) | 2.52% | 1.89% |
| Snowflake (SNOW) | 2.1% | 1.86% |
| GlobalFoundries (GFS) | 2.1% | 1.79% |
| iShares Global REIT ETF (REET) | 2.1% | 1.57% |
| Financial Select Sector SPDR (XLF) | 1.68% | 1.57% |
| Match Group (MTCH) | 1.68% | 1.35% |
| SPX500 Index (Non Expiry) (SPX500) | 1.68% | 1.34% |
| TSMC (TSM) | 1.68% | 1.19% |
| iShares Russell 1000 Value ETF (IWD) | 1.26% | 1.11% |
| MaxLinear (MXL) | 1.26% | 1.05% |
| EA (EA) | 1.26% | 0.98% |
| Twilio (TWLO) | 1.68% | 0.96% |
| PepsiCo (PEP) | 1.26% | 0.91% |
| Alibaba (9988.HK) | 2.52% | 0.81% |
| SoFi (SOFI) | 0.42% | 0.71% |
| Home Depot (HD) | 0.84% | 0.67% |
| Microsoft (MSFT) | 0.84% | 0.63% |
| PayPal (PYPL) | 1.01% | 0.41% |