Portfolio Diversification
Range
Most Diversified
43 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
33.4 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
GOOG99.87%
MSFT99.87%
NVDA99.87%
AMD99.87%
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 |
|---|---|---|---|---|
 Schwab US Dividend Equity ETF (SCHD) | 26.01% | 0% | 99.87% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 10.26% | 0% | 91.5% | 2/1/2025 |
| NVIDIA (NVDA) | 8.47% | 0% | 99.87% | 2/1/2025 |
 Global SuperDividend US ETF (DIV) | 5.97% | 0% | 68.26% | 6/7/2024 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 4.2% | 0% | 68.26% | 6/7/2024 |
 Tesla (TSLA) | 4.16% | 0% | 91.1% | 2/1/2025 |
| AMD (AMD) | 4.09% | 0% | 99.87% | 2/1/2025 |
 CNRL (CNQ) | 2.96% | 0% | 99.87% | 2/1/2025 |
 AbbVie (ABBV) | 2.76% | 0% | 98.67% | 1/23/2025 |
 JPMorgan (JPM) | 2.18% | 0% | 98.54% | 1/22/2025 |
 STAG (STAG) | 1.78% | 0% | 99.87% | 2/1/2025 |
| Apple (AAPL) | 1.7% | 0% | 99.87% | 2/1/2025 |
 DraftKings (DKNG) | 1.61% | 0% | 99.87% | 2/1/2025 |
 Procter & Gamble (PG) | 1.6% | 0% | 98.54% | 1/22/2025 |
 BMW (BMW.DE) | 1.59% | 0% | 83.8% | 10/2/2024 |
 TSMC (TSM) | 1.58% | 0% | 99.87% | 2/1/2025 |
| Microsoft (MSFT) | 1.38% | 0% | 99.87% | 2/1/2025 |
 Nike (NKE) | 1.35% | 0% | 88.05% | 11/4/2024 |
| Alphabet (GOOG) | 1.17% | 0% | 99.87% | 2/1/2025 |
 Teradyne (TER) | 1.11% | 0% | 99.87% | 2/1/2025 |
 Disney (DIS) | 1.08% | 0% | 88.05% | 11/4/2024 |
 Coinbase (COIN) | 1.01% | 0% | 53.78% | 2/1/2025 |
 C3.ai (AI) | 0.99% | 0% | 78.75% | 1/22/2025 |
 ARM (ARM) | 0.83% | 0% | 65.21% | 2/1/2025 |
 Skyworks (SWKS) | 0.74% | 0% | 88.05% | 11/4/2024 |
 Levi's (LEVI) | 0.71% | 0% | 88.05% | 11/4/2024 |
 British American Tobacco (BTI) | 0.67% | 0% | 88.05% | 11/4/2024 |
 Intuitive Surgical (ISRG) | 0.66% | 0% | 99.87% | 2/1/2025 |
 Amazon (AMZN) | 0.63% | 0% | 57.1% | 3/14/2024 |
 Aviva (AV.L) | 0.58% | 0% | 83.8% | 10/2/2024 |
 Morgan Stanley (MS) | 0.58% | 0% | 98.54% | 1/22/2025 |
 Align (ALGN) | 0.56% | 0% | 88.05% | 11/4/2024 |
 ASML (ASML) | 0.48% | 0% | 85.52% | 10/16/2024 |
 Equitrans (ETRN) | 0.33% | 0% | 74.37% | 7/23/2024 |
 Redwire (RDW.US) | 0.32% | 0% | 15.01% | 2/1/2025 |
 Fortinet (FTNT) | 0.27% | 0% | 26.83% | 7/25/2023 |
 Heico (HEI) | 0.23% | 0% | 15.01% | 2/1/2025 |
 Allianz (ALV.DE) | 0.2% | 0% | 15.01% | 4/27/2023 |
 Petrobras (PBR) | 0.2% | 0% | 21.25% | 6/13/2023 |
 Hexagon B (HEXA-B.ST) | 0.18% | 0% | 15.01% | 4/27/2023 |
 Expeditors (EXPD) | 0.16% | 0% | 26.83% | 7/25/2023 |
 Robinhood (HOOD) | 0.15% | 0% | 6.24% | 2/1/2025 |
 MicroStrategy (MSTR) | 0.14% | 0% | 6.24% | 2/1/2025 |
 Eli Lilly (LLY) | 0.13% | 0% | 7.84% | 12/16/2024 |
 HSBC (HSBA.L) | 0.13% | 0% | 11.29% | 3/29/2023 |
 BNP Paribas (BNP.PA) | 0.12% | 0% | 15.01% | 4/27/2023 |
 TG Therapeutics (TGTX) | 0.1% | 0% | 11.82% | 2/1/2025 |
 Starbucks (SBUX) | 0.09% | 0% | 8.37% | 3/6/2023 |
 NuScale Power (SMR) | 0.09% | 0% | 11.82% | 2/1/2025 |
 Oklo (OKLO) | 0.09% | 0% | 11.82% | 2/1/2025 |
 Alibaba (9988.HK) | 0.08% | 0% | 9.83% | 12/17/2024 |
 JD (9618.HK) | 0.08% | 0% | 9.83% | 12/17/2024 |
 PDD Holdings (PDD) | 0.07% | 0% | 9.83% | 12/16/2024 |
 Vistra (VST) | 0.07% | 0% | 6.24% | 2/1/2025 |
 Baidu (BIDU) | 0.07% | 0% | 9.83% | 12/16/2024 |
 KraneShares CSI China Internet (KWEB) | 0.06% | 0% | 5.58% | 12/16/2024 |
 Mastercard (MA) | 0.06% | 0% | 8.37% | 3/6/2023 |
 iShares China Large-Cap ETF (FXI) | 0.05% | 0% | 5.58% | 12/16/2024 |
 Garmin (GRMN) | 0.04% | 0% | 14.08% | 4/20/2023 |
 AXA (CS.PA) | 0.04% | 0% | 4.12% | 2/2/2023 |
 ING (INGA.NV) | 0.04% | 0% | 3.98% | 2/1/2023 |
 Lloyd's (LLOY.L) | 0.04% | 0% | 4.12% | 2/2/2023 |
 Tempus AI Inc (TEM.US) | 0.03% | 0% | 1.33% | 2/1/2025 |
 Palantir (PLTR) | 0.03% | 0% | 1.33% | 2/1/2025 |
 Rocket Lab (RKLB) | 0.03% | 0% | 1.33% | 2/1/2025 |
 US Dollar Index (Non Expiry) (USDOLLAR) | 0.02% | 0% | 0.93% | 2/1/2025 |
 Official Trump (Experimental) (TRUMP) | 0% | 0% | 0.66% | 1/24/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 28.35% | 24.04% |
| Vanguard S&P 500 ETF (VOO) | 22.34% | 20.86% |
| NVIDIA (NVDA) | 2.92% | 12.39% |
| AMD (AMD) | 4.66% | 3.55% |
| Coinbase (COIN) | 3.13% | 2.86% |
| Redwire (RDW.US) | 1.64% | 2.72% |
| AbbVie (ABBV) | 2.34% | 2.6% |
| JPMorgan (JPM) | 2.19% | 2.6% |
| CNRL (CNQ) | 2.39% | 2.41% |
| Robinhood (HOOD) | 3.12% | 2.16% |
| TSMC (TSM) | 1.67% | 2.11% |
| Apple (AAPL) | 1.67% | 1.91% |
| MicroStrategy (MSTR) | 3.44% | 1.88% |
| DraftKings (DKNG) | 1.2% | 1.59% |
| Heico (HEI) | 2.16% | 1.53% |
| Procter & Gamble (PG) | 1.8% | 1.47% |
| STAG (STAG) | 2.32% | 1.42% |
| Microsoft (MSFT) | 1.26% | 1.36% |
| C3.ai (AI) | 1.65% | 1.33% |
| Alphabet (GOOG) | 1.26% | 1.33% |
| ARM (ARM) | 0.71% | 1.3% |
| Teradyne (TER) | 1.26% | 1.08% |
| Vistra (VST) | 1.39% | 1.03% |
| Tesla (TSLA) | 1.34% | 0.93% |
| TG Therapeutics (TGTX) | 0.86% | 0.83% |
| Intuitive Surgical (ISRG) | 0.59% | 0.71% |
| Oklo (OKLO) | 0.8% | 0.69% |
| Morgan Stanley (MS) | 0.67% | 0.63% |
| NuScale Power (SMR) | 0.8% | 0.62% |