Portfolio Diversification
Range
Most Diversified
49 instruments
August 6, 2024
Least Diversified
0 instruments
February 2, 2025
Average
46.3 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
DIS99.91%
HPQ99.91%
IBM99.91%
KO99.91%
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 |
|---|---|---|---|---|
 Tesla (TSLA) | 17.4% | 0% | 99.91% | 2/1/2025 |
 Ethereum (ETH) | 9.69% | 0% | 99.91% | 2/1/2025 |
 Bitcoin (BTC) | 7.84% | 0% | 95.89% | 1/17/2025 |
| Apple (AAPL) | 6.08% | 0% | 99.91% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 3.03% | 0% | 99.91% | 2/1/2025 |
 Royal Caribbean (RCL) | 2.59% | 0% | 99.91% | 2/1/2025 |
 McDonald's (MCD) | 2.34% | 0% | 99.91% | 2/1/2025 |
 Visa (V) | 2.06% | 0% | 99.91% | 2/1/2025 |
 GM (GM) | 2.06% | 0% | 99.91% | 2/1/2025 |
 Principal Financial (PFG) | 2.01% | 0% | 99.91% | 2/1/2025 |
 ExxonMobil (XOM) | 1.8% | 0% | 99.91% | 2/1/2025 |
 UBS (UBSG.ZU) | 1.74% | 0% | 99.91% | 2/1/2025 |
 Polaris (PII) | 1.71% | 0% | 99.91% | 2/1/2025 |
 Penske (PAG) | 1.53% | 0% | 99.91% | 2/1/2025 |
 Toyota (TM) | 1.48% | 0% | 99.91% | 2/1/2025 |
| HP (HPQ) | 1.36% | 0% | 99.91% | 2/1/2025 |
| IBM (IBM) | 1.33% | 0% | 99.91% | 2/1/2025 |
 Wells Fargo (WFC) | 1.26% | 0% | 99.91% | 2/1/2025 |
 Lloyd's (LLOY.L) | 1.24% | 0% | 99.91% | 2/1/2025 |
 Dell (DELL) | 1.21% | 0% | 99.91% | 2/1/2025 |
 Whirlpool (WHR) | 1.18% | 0% | 99.91% | 2/1/2025 |
 Honda (HMC) | 1.15% | 0% | 99.91% | 2/1/2025 |
| Coca-Cola (KO) | 1.06% | 0% | 99.91% | 2/1/2025 |
 Foot Locker (FL) | 1.04% | 0% | 99.91% | 2/1/2025 |
 XRP (XRP) | 0.94% | 0% | 94.07% | 11/29/2024 |
| Disney (DIS) | 0.88% | 0% | 99.91% | 2/1/2025 |
 Carnival (CCL) | 0.88% | 0% | 99.91% | 2/1/2025 |
 Goldman Sachs (GS) | 0.86% | 0% | 99.91% | 2/1/2025 |
 Citi (C) | 0.64% | 0% | 99.91% | 2/1/2025 |
 Meta (META) | 0.6% | 0% | 95.62% | 2/1/2025 |
 Litecoin (LTC) | 0.58% | 0% | 99.91% | 2/1/2025 |
 Build and Build (BNB) | 0.57% | 0% | 94.43% | 12/3/2024 |
 Rivian (RIVN) | 0.57% | 0% | 99.91% | 2/1/2025 |
 Xerox (XRX) | 0.53% | 0% | 99.91% | 2/1/2025 |
 Lucid (LCID) | 0.45% | 0% | 99.91% | 2/1/2025 |
 Cardano (ADA) | 0.44% | 0% | 99.91% | 2/1/2025 |
 Canadian Pacific (CP) | 0.44% | 0% | 99.91% | 2/1/2025 |
 Cincinnati Financial (CINF) | 0.42% | 0% | 99.91% | 2/1/2025 |
 Stellar (XLM) | 0.37% | 0% | 99.91% | 2/1/2025 |
 Shiba (in millions) (SHIBxM) | 0.31% | 0% | 99.91% | 2/1/2025 |
 Chainlink (LINK) | 0.27% | 0% | 99.91% | 2/1/2025 |
 Virgin Galactic (SPCE) | 0.23% | 0% | 99.91% | 2/1/2025 |
 Sage (SAGE) | 0.22% | 0% | 99.91% | 2/1/2025 |
 Dogecoin (DOGE) | 0.2% | 0% | 92.34% | 11/10/2024 |
 Sportsman's Warehouse (SPWH) | 0.16% | 0% | 99.91% | 2/1/2025 |
 Big Lots (BIGGQ) | 0.08% | 0% | 85.77% | 8/29/2024 |
 Nikola (NKLA) | 0.03% | 0% | 18.8% | 2/1/2025 |
 Filecoin (FIL) | 0.02% | 0% | 30.2% | 2/1/2025 |
 Credit Suisse Group AG-ADR (CS.US) | 0.02% | 0% | 8.12% | 6/13/2023 |
 Credit Suisse Group AG (CSGN.ZU) | 0.01% | 0% | 7.57% | 6/8/2023 |
 Farfetch (FTCHQ) | 0.01% | 0% | 0.73% | 12/21/2023 |
 NVIDIA (NVDA) | 0% | 0% | 0.36% | 2/1/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0% | 0% | 0.18% | 8/7/2024 |
 Official Trump (Experimental) (TRUMP) | 0% | 0% | 1.09% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 12.28% | 14.6% |
| Ethereum (ETH) | 9.74% | 9.58% |
| Apple (AAPL) | 2.04% | 6.03% |
| Royal Caribbean (RCL) | 0.66% | 4.17% |
| Berkshire Hathaway (BRK.B) | 1.4% | 2.73% |
| GM (GM) | 0.88% | 1.92% |
| Visa (V) | 1.33% | 1.9% |
| McDonald's (MCD) | 1.41% | 1.74% |
| UBS (UBSG.ZU) | 0.71% | 1.61% |
| Principal Financial (PFG) | 0.65% | 1.4% |
| Dell (DELL) | 0.59% | 1.39% |
| IBM (IBM) | 0.93% | 1.32% |
| ExxonMobil (XOM) | 0.61% | 1.3% |
| Wells Fargo (WFC) | 0.76% | 1.27% |
| Penske (PAG) | 0.76% | 1.18% |
| Toyota (TM) | 0.93% | 1.17% |
| Carnival (CCL) | 0.56% | 1.05% |
| Lloyd's (LLOY.L) | 0.75% | 0.99% |
| HP (HPQ) | 0.61% | 0.98% |
| Goldman Sachs (GS) | 0.76% | 0.92% |
| Meta (META) | 0.38% | 0.82% |
| Honda (HMC) | 1.15% | 0.8% |
| Coca-Cola (KO) | 0.76% | 0.75% |
| Polaris (PII) | 0.68% | 0.69% |
| Whirlpool (WHR) | 0.81% | 0.69% |
| Disney (DIS) | 0.81% | 0.67% |
| Citi (C) | 0.76% | 0.6% |
| Rivian (RIVN) | 2.48% | 0.58% |
| Foot Locker (FL) | 0.65% | 0.52% |
| Stellar (XLM) | 1.15% | 0.5% |
| Cardano (ADA) | 0.96% | 0.45% |
| Litecoin (LTC) | 1.34% | 0.42% |
| Cincinnati Financial (CINF) | 0.38% | 0.37% |
| Chainlink (LINK) | 0.76% | 0.34% |
| Lucid (LCID) | 2.1% | 0.28% |
| Canadian Pacific (CP) | 0.38% | 0.28% |
| Shiba (in millions) (SHIBxM) | 0.76% | 0.22% |
| Xerox (XRX) | 0.57% | 0.2% |
| Filecoin (FIL) | 0.15% | 0.06% |
| Sportsman's Warehouse (SPWH) | 0.38% | 0.05% |
| Virgin Galactic (SPCE) | 1.15% | 0.04% |
| Nikola (NKLA) | 0.38% | 0.03% |
| Sage (SAGE) | 0.38% | 0.03% |