Portfolio Diversification
Range
Most Diversified
112 instruments
January 5, 2023
Least Diversified
21 instruments
February 21, 2025
Average
80 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
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Bitcoin (BTC) | 6.8% | 10.79% | 100% | - |
 Ethereum (ETH) | 6.01% | 4.45% | 100% | - |
| Meta (META) | 4.53% | 4.93% | 100% | - |
 Ishares Russell 2000 ETF (IWM) | 3.83% | 11.29% | 60.63% | - |
 XRP (XRP) | 2.76% | 6.61% | 100% | - |
 StoneCo (STNE) | 1.84% | 4.39% | 81.39% | - |
 iShares MSCI India ETF (INDA) | 1.78% | 5.67% | 100% | - |
| Ally (ALLY) | 1.65% | 3.38% | 100% | - |
 SoFi (SOFI) | 1.61% | 0% | 78.48% | 1/22/2025 |
 Real Estate Select Sector SPDR (XLRE) | 1.58% | 3.09% | 60.63% | - |
 Coinbase (COIN) | 1.54% | 2.35% | 93.67% | - |
 AT&T (T) | 1.42% | 0% | 73.8% | 8/15/2024 |
 Disney (DIS) | 1.28% | 1.33% | 97.47% | - |
 Invesco Solar ETF (TAN) | 1.24% | 0% | 67.72% | 6/28/2024 |
 Verizon (VZ) | 1.2% | 0% | 70.76% | 7/22/2024 |
 Simon (SPG) | 1.1% | 0% | 66.71% | 6/20/2024 |
 Zillow (Z) | 1.02% | 0% | 96.58% | 2/12/2025 |
| Alibaba (9988.HK) | 1.01% | 1.42% | 100% | - |
| iShares MSCI Emerging Markets ETF (EEM) | 1.01% | 2.37% | 100% | - |
 WP Carey (WPC) | 1% | 0% | 73.42% | 8/12/2024 |
 Encompass Health (EHC) | 0.99% | 0% | 89.24% | 12/16/2024 |
 Consumer Discret Select Sector SPDR (XLY) | 0.99% | 3.11% | 32.28% | - |
 FedEx (FDX) | 0.96% | 0% | 43.8% | 12/20/2023 |
 PayPal (PYPL) | 0.93% | 0% | 95.57% | 2/4/2025 |
 Visa (V) | 0.92% | 0% | 35.32% | 8/23/2024 |
 iShares Russell 1000 Value ETF (IWD) | 0.92% | 1.21% | 100% | - |
| Financial Select Sector SPDR (XLF) | 0.91% | 1.68% | 100% | - |
 Caterpillar (CAT) | 0.91% | 0% | 67.34% | 6/25/2024 |
 Starbucks (SBUX) | 0.9% | 1.14% | 94.18% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 0.8% | 0% | 82.66% | 10/25/2024 |
 Vanguard Real Estate ETF (VNQ) | 0.79% | 3.34% | 30.89% | - |
 Roblox (RBLX) | 0.77% | 0% | 80% | 10/3/2024 |
 Snowflake (SNOW) | 0.73% | 0% | 63.04% | 2/20/2025 |
 Bank of America (BAC) | 0.72% | 0% | 74.56% | 8/21/2024 |
 Occidental (OXY) | 0.71% | 0% | 48.23% | 11/13/2024 |
 Willis Towers Watson (WTW) | 0.7% | 0% | 73.42% | 8/12/2024 |
 Copa (CPA) | 0.68% | 0% | 44.56% | 11/5/2024 |
 Shell (SHEL.L) | 0.66% | 0% | 53.29% | 6/7/2024 |
 Uber (UBER) | 0.66% | 0% | 32.28% | 9/19/2023 |
 Honeywell (HON) | 0.66% | 0% | 76.33% | 9/4/2024 |
 Adidas (ADS.DE) | 0.65% | 0% | 65.57% | 6/11/2024 |
 Crowdstrike (CRWD) | 0.63% | 0% | 75.32% | 11/27/2024 |
 Dynatrace (DT) | 0.63% | 0% | 84.3% | 11/7/2024 |
 Cleveland-Cliffs (CLF.US) | 0.63% | 0% | 75.32% | 10/7/2024 |
 GE (GE) | 0.63% | 0% | 67.59% | 6/27/2024 |
 Intel (INTC) | 0.62% | 0% | 56.96% | 4/3/2024 |
 Dell (DELL) | 0.58% | 0% | 56.08% | 3/27/2024 |
 Alphabet (GOOG) | 0.58% | 1.38% | 28.35% | - |
 Cardano (ADA) | 0.58% | 0% | 42.15% | 12/7/2023 |
 Microsoft (MSFT) | 0.57% | 0% | 34.43% | 1/27/2025 |
 VICI Properties (VICI) | 0.56% | 0% | 36.84% | 8/12/2024 |
 Lenovo (0992.HK) | 0.55% | 0% | 42.03% | 12/6/2023 |
 Pfizer (PFE) | 0.55% | 0% | 54.43% | 12/4/2024 |
 CoStar (CSGP) | 0.55% | 0% | 63.92% | 5/29/2024 |
 Intuit (INTU) | 0.55% | 0% | 43.29% | 5/24/2024 |
 Sirius XM (SIRI) | 0.53% | 2.79% | 26.2% | - |
 Nike (NKE) | 0.52% | 0% | 69.49% | 10/3/2024 |
 Nestle (NESN.ZU) | 0.51% | 0% | 71.27% | 7/26/2024 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.5% | 0% | 62.15% | 5/14/2024 |
 Prosus (PRX.NV) | 0.5% | 0% | 67.34% | 6/25/2024 |
 Medtronic (MDT.US) | 0.49% | 0% | 57.59% | 4/8/2024 |
 Nintendo (NTDOY) | 0.48% | 0% | 39.37% | 11/15/2023 |
 Moody's (MCO) | 0.48% | 0% | 54.94% | 8/12/2024 |
 Adobe (ADBE) | 0.48% | 0% | 47.72% | 12/12/2024 |
 Wendy's (WEN) | 0.46% | 0% | 62.03% | 5/13/2024 |
 Airbnb (ABNB) | 0.46% | 0% | 72.78% | 8/7/2024 |
 Lithia Motors (LAD) | 0.46% | 0% | 62.41% | 5/16/2024 |
 GSK (GSK.L) | 0.46% | 0.77% | 57.09% | - |
 Tencent (0700.HK) | 0.44% | 0% | 44.05% | 12/22/2023 |
 Volkswagen (VOW3.DE) | 0.43% | 0% | 65.82% | 6/13/2024 |
 Boeing (BA) | 0.42% | 0% | 46.2% | 1/8/2024 |
 Orsted (ORSTED.CO) | 0.41% | 0% | 53.29% | 3/4/2024 |
 iShares S&P 500 Consumer Discretionary Sector UCITS ETF USD Acc (QDVK.DE) | 0.41% | 0% | 17.47% | 2/5/2025 |
 UiPath (PATH) | 0.4% | 0% | 68.99% | 7/8/2024 |
 Plug Power (PLUG) | 0.38% | 0% | 66.84% | 6/21/2024 |
 Vestas (VWS.CO) | 0.38% | 0% | 53.29% | 3/4/2024 |
 AEP (AEP) | 0.38% | 0% | 19.87% | 6/12/2024 |
 Qualcomm (QCOM) | 0.37% | 0% | 17.34% | 11/13/2024 |
 Abbott (ABT) | 0.36% | 0% | 78.23% | 9/19/2024 |
 Unity (U) | 0.36% | 0% | 41.27% | 6/10/2024 |
 Jazz Pharmaceuticals (JAZZ) | 0.36% | 0% | 52.91% | 3/1/2024 |
 ADM (ADM) | 0.35% | 0% | 47.97% | 1/22/2024 |
 Alibaba (BABA) | 0.35% | 0% | 39.49% | 11/16/2023 |
 Wynn Resorts (WYNN) | 0.35% | 0% | 11.52% | 4/4/2023 |
 NXP (NXPI) | 0.34% | 0% | 70.89% | 7/23/2024 |
 UnitedHealth (UNH) | 0.32% | 0% | 54.68% | 8/16/2024 |
 Robinhood (HOOD) | 0.31% | 0% | 76.33% | 9/4/2024 |
 Goldman Sachs (GS) | 0.31% | 0% | 71.65% | 7/29/2024 |
 Corsair (CRSR) | 0.31% | 0% | 68.1% | 7/1/2024 |
 Build and Build (BNB) | 0.3% | 0% | 12.41% | 4/11/2023 |
 Ubisoft (UBI.PA) | 0.3% | 0% | 62.53% | 5/17/2024 |
 Heineken (HEIA.NV) | 0.3% | 0% | 71.65% | 7/29/2024 |
 Paramount (PARA) | 0.3% | 0% | 53.54% | 3/7/2024 |
 iShares Global REIT ETF (REET) | 0.29% | 1.72% | 19.49% | - |
 Herbalife (HLF) | 0.29% | 0% | 62.53% | 5/17/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.29% | 0% | 19.75% | 2/19/2025 |
 iShares China Large-Cap ETF (FXI) | 0.28% | 0% | 43.8% | 12/20/2023 |
 ExxonMobil (XOM) | 0.26% | 0% | 34.05% | 8/13/2024 |
 SAP (SAP.DE) | 0.26% | 0% | 34.56% | 12/21/2023 |
 Liberty Media (LLYVK) | 0.25% | 0% | 20.51% | 5/23/2024 |
 Twilio (TWLO) | 0.25% | 0% | 96.84% | 2/14/2025 |
 Advance Auto Parts (AAP) | 0.25% | 0% | 67.34% | 6/25/2024 |
 Coca Cola Hellenic (CCH.L) | 0.25% | 0% | 19.75% | 6/9/2023 |
 AMD (AMD) | 0.24% | 0% | 18.99% | 11/26/2024 |
 NVIDIA (NVDA) | 0.23% | 5.98% | 16.33% | - |
 Apple (AAPL) | 0.23% | 2.16% | 21.77% | - |
 EA (EA) | 0.23% | 0% | 37.85% | 1/23/2025 |
 Kimberly-Clark (KMB) | 0.23% | 0% | 25.57% | 7/25/2023 |
 PepsiCo (PEP) | 0.22% | 0% | 26.08% | 2/4/2025 |
 iShares Semiconductor ETF (SOXX) | 0.19% | 0% | 13.16% | 11/13/2024 |
 Smith & Wesson (SWBI) | 0.18% | 0% | 42.28% | 12/8/2023 |
 Roku (ROKU) | 0.18% | 0% | 62.41% | 5/16/2024 |
 Hasbro (HAS) | 0.18% | 0% | 31.01% | 9/7/2023 |
 BlackStone (BX) | 0.17% | 0% | 46.71% | 1/12/2024 |
 Warner Bros Discovery (WBD) | 0.17% | 0% | 62.41% | 5/16/2024 |
 Generac (GNRC) | 0.16% | 0% | 69.24% | 7/10/2024 |
 GlobalFoundries (GFS) | 0.16% | 0% | 9.75% | 1/21/2025 |
 Coca-Cola (KO) | 0.16% | 0% | 16.96% | 3/7/2024 |
 McDonald's (MCD) | 0.16% | 0% | 6.2% | 8/23/2024 |
 Beyond Meat (BYND) | 0.15% | 0% | 43.16% | 12/15/2023 |
 VanEck Vectors Junior Gold Miners ETF (GDXJ) | 0.14% | 0% | 42.28% | 12/8/2023 |
 Align (ALGN) | 0.14% | 0% | 21.77% | 1/19/2024 |
 Allianz (ALV.DE) | 0.14% | 0% | 28.23% | 8/15/2023 |
 Leslie's (LESL) | 0.14% | 0% | 39.11% | 11/13/2023 |
 GE HealthCare (GEHC) | 0.12% | 0% | 61.65% | 5/13/2024 |
 Delta (DAL) | 0.12% | 0% | 26.96% | 12/18/2023 |
 NextEra (NEE) | 0.12% | 0% | 33.04% | 3/4/2024 |
 LVMH (MC.PA) | 0.11% | 0% | 7.97% | 9/5/2024 |
 ChinaA50 Index (Non Expiry) (CHINA50) | 0.11% | 1.45% | 6.33% | - |
 Home Depot (HD) | 0.11% | 0% | 15.06% | 1/17/2025 |
 Capital One (COF) | 0.1% | 0% | 14.05% | 6/27/2024 |
 Tapestry (TPR) | 0.1% | 0% | 7.72% | 1/9/2024 |
 AB InBev (ABI.BR) | 0.1% | 0% | 11.77% | 4/6/2023 |
 Broadcom (AVGO) | 0.1% | 0% | 19.37% | 6/6/2023 |
 MaxLinear (MXL) | 0.09% | 0% | 7.22% | 1/30/2025 |
 Northrop Grumman (NOC) | 0.09% | 0% | 7.09% | 9/19/2024 |
 ServiceNow (NOW) | 0.09% | 0% | 9.49% | 1/2/2024 |
 Amazon (AMZN) | 0.09% | 1.38% | 13.8% | - |
 Douyu (DOYU) | 0.08% | 0% | 48.48% | 1/26/2024 |
 Match Group (MTCH) | 0.08% | 0% | 6.46% | 2/5/2025 |
 Dogecoin (DOGE) | 0.08% | 0% | 82.66% | 10/25/2024 |
 Masimo (MASI) | 0.08% | 0% | 26.08% | 12/28/2023 |
 ADO Properties (ADJ.DE) | 0.07% | 0% | 39.11% | 11/13/2023 |
 Dash (DASH) | 0.07% | 0% | 66.58% | 6/19/2024 |
 ZEPP Health (ZEPP) | 0.07% | 0% | 62.03% | 5/13/2024 |
 Siemens Gamesa Renewable Energy SA (SGRE.MC) | 0.07% | 0% | 4.43% | 2/6/2023 |
 Fox (FOXA) | 0.06% | 0% | 7.22% | 9/4/2024 |
 Middleby (MIDD.US) | 0.06% | 0% | 43.29% | 6/25/2024 |
 PDD Holdings (PDD) | 0.06% | 0% | 7.47% | 11/9/2023 |
 USD/JPY (USDJPY) | 0.06% | 0% | 5.44% | 1/16/2024 |
 HKG50 Index (Non Expiry) (HKG50) | 0.06% | 0% | 4.56% | 2/19/2025 |
 Mercedes-Benz (MBG.DE) | 0.06% | 0% | 11.52% | 4/4/2023 |
 Las Vegas Sands (LVS) | 0.06% | 0% | 3.67% | 1/31/2023 |
 Netflix (NFLX) | 0.05% | 0% | 5.57% | 11/13/2023 |
 TSMC (TSM) | 0.05% | 0% | 4.05% | 1/6/2025 |
 JD.com (JD.US) | 0.05% | 0% | 13.8% | 3/4/2024 |
 Peloton (PTON) | 0.05% | 0% | 71.9% | 7/31/2024 |
 Deere (DE) | 0.04% | 0% | 8.73% | 3/13/2023 |
 Block Inc. (XYZ) | 0.04% | 0% | 5.06% | 5/3/2023 |
 Glencore (GLEN.L) | 0.03% | 0% | 6.46% | 2/22/2023 |
 America Movil (AMX) | 0.03% | 0% | 2.53% | 7/29/2024 |
 GE Vernova (GEV) | 0.03% | 0% | 10.63% | 6/27/2024 |
 Bloomin' Brands (BLMN) | 0.03% | 0% | 3.29% | 8/6/2024 |
 Aurora Cannabis (ACB) | 0.03% | 0% | 66.71% | 6/20/2024 |
 Tesla (TSLA) | 0.03% | 0.56% | 3.8% | - |
 ICE (ICE) | 0.02% | 0% | 3.29% | 7/3/2024 |
 CME Group (CME) | 0.02% | 0% | 3.29% | 7/3/2024 |
 Wynn Macau (01128.HK) | 0.02% | 0% | 2.78% | 3/3/2023 |
 SmileDirectClub Inc (SDCCQ) | 0.02% | 0% | 36.71% | 1/12/2024 |
 Alibaba (BABA.EXT) | 0.02% | 0% | 0.89% | 1/30/2024 |
 Global X Uranium ETF (URA) | 0.02% | 0% | 1.65% | 6/14/2023 |
 Umicore (UMI.BR) | 0.02% | 0% | 3.04% | 7/31/2023 |
 Eli Lilly (LLY) | 0.02% | 0% | 2.15% | 1/18/2023 |
 LendingClub (LC) | 0.01% | 0% | 5.57% | 7/20/2023 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.01% | 0% | 1.9% | 7/28/2023 |
 Celsius (CELH) | 0.01% | 0% | 3.04% | 7/14/2023 |
 American Airlines (AAL) | 0.01% | 0% | 1.39% | 12/18/2023 |
 EUR/USD (EURUSD) | 0.01% | 0% | 0.89% | 2/14/2025 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.01% | 0% | 0.76% | 1/16/2025 |
 FRA40 Index (Non Expiry) (FRA40) | 0.01% | 0% | 0.89% | 7/19/2023 |
 Air Products (APD) | 0.01% | 0% | 0.51% | 1/5/2023 |
 Gold (Non Expiry) (GOLD) | 0% | 0% | 0.51% | 3/27/2023 |
 Palo Alto Networks (PANW) | 0% | 0% | 0.76% | 3/4/2024 |
 GER40 Index (Non Expiry) (GER40) | 0% | 0% | 0.13% | 11/3/2023 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0% | 0% | 0.76% | 3/12/2024 |
 UK100 Index (Non Expiry) (UK100) | 0% | 0% | 0.89% | 6/28/2023 |
 Net Lease Office Properties (NLOP) | 0% | 0% | 15.57% | 3/4/2024 |
 Lululemon (LULU) | 0% | 0% | 0.76% | 6/12/2023 |
 Carnival (CCL) | 0% | 0% | 0.38% | 7/1/2024 |
 Meituan (03690.HK) | 0% | 0% | 6.33% | 5/19/2023 |
 Grab (GRAB) | 0% | 0% | 0.25% | 11/22/2024 |
 Booz Allen (BAH) | 0% | 0.7% | 0.13% | - |
Exposure over time
Exposure by Sector
- Cryptocurrencies
- ETFs
- Technology Services
- Finance
- Electronic Technology
- Consumer Services
- Other
Exposure by Country
- United States
- China
- Cayman Islands
- United Kingdom
- Germany
- Netherlands
- Other
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% |