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Portfolio Diversification
Range
Most Diversified
43 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
23.7 instruments
Most Consistent Holdings
Top 5
NVDA76.25%
STAG75%
TER75%
SCHD74.92%
AMD74.08%
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 |
|---|---|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 18.96% | 0% | 74.92% | 6/26/2025 |
 Unilever (ULVR.L) | 18.93% | 0% | 19.98% | 3/4/2026 |
 Vanguard S&P 500 ETF (VOO) | 8.97% | 18.84% | 71.07% | - |
| NVIDIA (NVDA) | 6.16% | 19.44% | 76.25% | - |
 Global SuperDividend US ETF (DIV) | 3.76% | 0% | 42.98% | 6/7/2024 |
 Tesla (TSLA) | 2.78% | 0% | 61.37% | 3/23/2026 |
| AMD (AMD) | 2.77% | 0% | 74.08% | 6/16/2025 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 2.64% | 0% | 42.98% | 6/7/2024 |
 CNRL (CNQ) | 1.87% | 0% | 62.96% | 2/3/2025 |
 AbbVie (ABBV) | 1.74% | 0% | 62.12% | 1/23/2025 |
 Robinhood Markets Inc. (HOOD) | 1.73% | 21.32% | 17.06% | - |
 Palantir (PLTR) | 1.7% | 16.8% | 13.96% | - |
 JPMorgan (JPM) | 1.37% | 0% | 62.04% | 1/22/2025 |
| STAG (STAG) | 1.28% | 0% | 75% | 6/27/2025 |
 Oklo (OKLO) | 1.24% | 23.58% | 20.57% | - |
 Apple (AAPL) | 1.1% | 0% | 65.47% | 3/5/2025 |
 DraftKings (DKNG) | 1.05% | 0% | 65.55% | 3/6/2025 |
 TSMC (TSM) | 1.04% | 0% | 65.55% | 3/6/2025 |
 Procter & Gamble (PG) | 1.01% | 0% | 62.04% | 1/22/2025 |
 BMW (BMW.DE) | 1% | 0% | 52.76% | 10/2/2024 |
 Microsoft (MSFT) | 0.89% | 0% | 65.55% | 3/6/2025 |
 Nike (NKE) | 0.85% | 0% | 55.43% | 11/4/2024 |
| Teradyne (TER) | 0.78% | 0% | 75% | 6/27/2025 |
 Alphabet (GOOG) | 0.77% | 0% | 65.47% | 3/5/2025 |
 Disney (DIS) | 0.68% | 0% | 55.43% | 11/4/2024 |
 Coinbase (COIN) | 0.68% | 0% | 35.28% | 2/19/2025 |
 C3.ai (AI) | 0.63% | 0% | 49.58% | 1/22/2025 |
 Redwire (RDW.US) | 0.59% | 0% | 21.57% | 6/27/2025 |
 ARM (ARM) | 0.56% | 0% | 43.73% | 3/6/2025 |
 Oil (Non Expiry) (OIL) | 0.48% | 0% | 0.59% | 3/12/2026 |
 Skyworks (SWKS) | 0.47% | 0% | 55.43% | 11/4/2024 |
 Levi's (LEVI) | 0.45% | 0% | 55.43% | 11/4/2024 |
 Intuitive Surgical (ISRG) | 0.43% | 0% | 65.55% | 3/6/2025 |
 British American Tobacco (BTI) | 0.42% | 0% | 55.43% | 11/4/2024 |
 Amazon (AMZN) | 0.4% | 0% | 35.95% | 3/14/2024 |
 Aviva (AV.L) | 0.37% | 0% | 52.76% | 10/2/2024 |
 Morgan Stanley (MS) | 0.36% | 0% | 62.04% | 1/22/2025 |
 Align (ALGN) | 0.35% | 0% | 55.43% | 11/4/2024 |
 Tempus AI Inc (TEM.US) | 0.35% | 0% | 12.88% | 6/26/2025 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0.35% | 0% | 7.11% | 3/4/2026 |
 MicroStrategy (MSTR) | 0.33% | 0% | 16.05% | 6/27/2025 |
 ASML (ASML) | 0.3% | 0% | 53.85% | 10/16/2024 |
 Grab (GRAB) | 0.26% | 0% | 10.7% | 6/27/2025 |
 Rocket Lab (RKLB) | 0.22% | 0% | 12.88% | 6/26/2025 |
 Equitrans (ETRN) | 0.21% | 0% | 46.82% | 7/23/2024 |
 Heico (HEI) | 0.18% | 0% | 12.04% | 3/5/2025 |
 Fortinet (FTNT) | 0.17% | 0% | 16.89% | 7/25/2023 |
 Vistra (VST) | 0.16% | 0% | 15.97% | 6/26/2025 |
 NuScale Power (SMR) | 0.14% | 0% | 19.48% | 6/26/2025 |
 TG Therapeutics (TGTX) | 0.14% | 0% | 15.13% | 5/5/2025 |
 Allianz (ALV.DE) | 0.13% | 0% | 9.45% | 4/27/2023 |
 Petrobras (PBR) | 0.13% | 0% | 13.38% | 6/13/2023 |
 Hexagon B (HEXA-B.ST) | 0.12% | 0% | 9.45% | 4/27/2023 |
 Expeditors (EXPD) | 0.1% | 0% | 16.89% | 7/25/2023 |
 Eli Lilly (LLY) | 0.08% | 0% | 4.93% | 12/16/2024 |
 HSBC (HSBA.L) | 0.08% | 0% | 7.11% | 3/29/2023 |
 BNP Paribas (BNP.PA) | 0.07% | 0% | 9.45% | 4/27/2023 |
 Palantir Technologies Inc. (PLTR.RTH) | 0.07% | 0% | 0.33% | 3/23/2026 |
 Starbucks (SBUX) | 0.06% | 0% | 5.27% | 3/6/2023 |
 Alibaba (9988.HK) | 0.05% | 0% | 6.19% | 12/17/2024 |
 JD (9618.HK) | 0.05% | 0% | 6.19% | 12/17/2024 |
 PDD Holdings (PDD) | 0.05% | 0% | 6.19% | 12/16/2024 |
 Baidu (BIDU) | 0.04% | 0% | 6.19% | 12/16/2024 |
 KraneShares CSI China Internet (KWEB) | 0.04% | 0% | 3.51% | 12/16/2024 |
 Mastercard (MA) | 0.04% | 0% | 5.27% | 3/6/2023 |
 iShares China Large-Cap ETF (FXI) | 0.03% | 0% | 3.51% | 12/16/2024 |
 Garmin (GRMN) | 0.03% | 0% | 8.86% | 4/20/2023 |
 AXA (CS.PA) | 0.03% | 0% | 2.59% | 2/2/2023 |
 ING (INGA.NV) | 0.03% | 0% | 2.51% | 2/1/2023 |
 Lloyd's (LLOY.L) | 0.02% | 0% | 2.59% | 2/2/2023 |
 US Dollar Index (Non Expiry) (USDOLLAR) | 0.02% | 0% | 0.84% | 2/5/2025 |
 Official Trump (TRUMP) | 0% | 0% | 0.42% | 1/24/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Unilever (ULVR.L) | 95.29% | 91.14% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 4.93% |
Cash & Instruments Over Time
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