Portfolio Diversification
Range
Most Diversified
57 instruments
September 29, 2022
Least Diversified
0 instruments
October 20, 2025
Average
32.7 instruments
Most Consistent Holdings
Top 5
MSFT99.93%
AMZN99.93%
GOOG99.85%
BTC91.26%
NVDA88.32%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 4.53% | 5.99% | 99.93% | - |
| Alphabet (GOOG) | 4.09% | 4.37% | 99.85% | - |
| Amazon (AMZN) | 3.99% | 7.15% | 99.93% | - |
| NVIDIA (NVDA) | 2.86% | 6.64% | 88.32% | - |
 iShares MSCI India ETF (INDA) | 2.67% | 0% | 77.22% | 12/19/2024 |
 Goldman Sachs (GS) | 2.6% | 0% | 64.66% | 9/30/2025 |
 Meta (META) | 2.3% | 6.03% | 80.53% | - |
 Rolls-Royce (RR.L) | 2.06% | 4.99% | 34.97% | - |
 JPMorgan (JPM) | 1.9% | 2.08% | 41.37% | - |
 Datadog (DDOG) | 1.74% | 0% | 55.77% | 12/2/2024 |
 MercadoLibre (MELI.RTH) | 1.67% | 0% | 49.23% | 8/15/2024 |
| Bitcoin (BTC) | 1.58% | 2.29% | 91.26% | - |
 Visa (V) | 1.57% | 0% | 38.28% | 7/11/2025 |
 PayPal (PYPL) | 1.43% | 4.2% | 59.74% | - |
 Ethereum (ETH) | 1.34% | 2% | 76.86% | - |
 Energy Select Sector SPDR (XLE) | 1.26% | 0% | 54.15% | 2/6/2024 |
 Citi (C) | 1.22% | 0% | 20.94% | 7/29/2025 |
 ASML (ASML.RTH) | 1.16% | 0% | 29.54% | 2/26/2024 |
 SPDR Gold (GLD) | 1.11% | 0% | 40.26% | 3/26/2025 |
 TSMC (TSM) | 1.01% | 0% | 29.1% | 6/23/2025 |
 Snowflake (SNOW) | 0.9% | 2.18% | 28.29% | - |
 GE HealthCare (GEHC) | 0.87% | 0% | 21.16% | 2/27/2025 |
 Humana (HUM) | 0.87% | 0% | 15.14% | 4/28/2025 |
 Builders FirstSource (BLDR) | 0.84% | 0% | 26.52% | 2/7/2023 |
 Scorpio Tankers (STNG) | 0.78% | 0% | 19.32% | 10/25/2024 |
 Equity Residential (EQR) | 0.74% | 0% | 44.16% | 2/6/2024 |
 GE (GE) | 0.74% | 0% | 19.03% | 9/3/2025 |
 Rockwool (ROCKB.CO) | 0.71% | 0% | 25.5% | 10/31/2023 |
 DigitalBridge (DBRG) | 0.69% | 0% | 17.78% | 6/24/2025 |
 Barclays (BCS) | 0.68% | 0% | 13.89% | 6/30/2025 |
 iShares Silver Trust (SLV) | 0.67% | 0% | 17.71% | 12/5/2024 |
 AEP (AEP) | 0.66% | 0% | 23.14% | 3/27/2023 |
 Host Hotels (HST) | 0.65% | 0% | 26.23% | 3/5/2025 |
 Micron (MU) | 0.65% | 0% | 19.25% | 3/14/2025 |
 SK Telecom (SKM) | 0.64% | 0% | 26.3% | 2/6/2024 |
 American Tower (AMT) | 0.61% | 0% | 20.06% | 10/30/2023 |
 MAG Silver (MAG) | 0.59% | 0% | 25.5% | 4/3/2024 |
 iShares MSCI Germany ETF (EWG) | 0.57% | 0% | 27.33% | 4/17/2023 |
 Coca-Cola (KO) | 0.57% | 0% | 32.77% | 2/6/2024 |
 Freeport-McMoRan (FCX) | 0.55% | 0% | 16.09% | 3/5/2025 |
 Adobe (ADBE) | 0.49% | 0% | 13.89% | 8/15/2024 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.49% | 0% | 61.2% | 5/13/2024 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.48% | 0% | 21.45% | 2/8/2023 |
 Mastercard (MA) | 0.47% | 0% | 18.52% | 3/14/2025 |
 Dell (DELL) | 0.46% | 0% | 15.28% | 6/23/2025 |
 GlobalFoundries (GFS) | 0.44% | 0% | 39.02% | 10/2/2023 |
 iShares MSCI China ETF (MCHI) | 0.44% | 0% | 33.28% | 10/2/2023 |
 iShares Core U.S. REIT ETF (USRT) | 0.44% | 0% | 20.94% | 4/5/2023 |
 Equinix (EQIX) | 0.43% | 7.09% | 6.47% | - |
 Taylor Morrison (TMHC) | 0.42% | 0% | 24.54% | 1/13/2023 |
 Airbus (AIR.PA) | 0.39% | 0% | 17.34% | 11/21/2022 |
 TJX (TJX) | 0.39% | 0% | 11.02% | 10/31/2023 |
 Bank of America (BAC) | 0.37% | 0% | 21.23% | 5/20/2024 |
 Rio Tinto (RIO) | 0.37% | 0% | 8.23% | 9/30/2024 |
 Legal & General (LGEN.L) | 0.36% | 0% | 27.99% | 2/9/2023 |
 Teucrium Wheat Fund (WEAT) | 0.36% | 0% | 18.07% | 12/29/2022 |
 Shell (SHEL) | 0.36% | 0% | 13.67% | 5/13/2024 |
 Seagate (STX.US) | 0.35% | 0% | 11.17% | 3/26/2025 |
 Solana (SOL) | 0.35% | 0.75% | 25.28% | - |
 Autohome (ATHM.CH) | 0.34% | 0% | 16.31% | 10/30/2023 |
 BNP Paribas (BNP.PA) | 0.34% | 2.71% | 6.47% | - |
 Walmart (WMT) | 0.34% | 0% | 8.08% | 4/28/2025 |
 Siemens (SIE.DE) | 0.33% | 0% | 10.21% | 2/7/2025 |
 Tritax (BBOX.L) | 0.33% | 0% | 8.16% | 12/19/2024 |
 Porsche (PAH3.DE) | 0.33% | 0% | 19.32% | 4/10/2024 |
 ServiceNow (NOW) | 0.33% | 0% | 17.63% | 1/29/2024 |
 Prudential (PUK) | 0.32% | 0% | 6.69% | 7/28/2025 |
 Estee Lauder (EL) | 0.32% | 0% | 20.35% | 4/24/2024 |
 Credo (CRDO) | 0.31% | 0% | 10.58% | 6/3/2025 |
 Ibstock (IBST.L) | 0.31% | 0% | 27.99% | 2/9/2023 |
 Clover Health (CLOV) | 0.3% | 0% | 7.71% | 2/7/2025 |
 Vodafone (VOD) | 0.3% | 0% | 6.61% | 11/18/2024 |
 Dollar General (DG.US) | 0.29% | 0% | 14.99% | 10/2/2023 |
 Rheinmetall (RHM.DE) | 0.29% | 0% | 6.76% | 10/1/2025 |
 ProShares UltraPro Short S&P 500 (SPXU) | 0.28% | 0% | 22.78% | 5/15/2023 |
 Palantir (PLTR) | 0.28% | 0% | 6.47% | 10/21/2025 |
 Persimmon (PSN.L) | 0.28% | 0% | 27.99% | 2/9/2023 |
 ISHARES MSCI INDIA SMALL-CAP (SMIN.US) | 0.27% | 0% | 8.82% | 12/19/2024 |
 AMD (AMD) | 0.27% | 0% | 11.9% | 8/15/2024 |
 Invesco DB Agriculture Fund (DBA) | 0.27% | 0% | 17.41% | 12/17/2022 |
 KraneShares Global Carbon ETF (KRBN) | 0.26% | 0% | 25.72% | 2/27/2023 |
 Ocado (OCDO.L) | 0.26% | 0% | 27.99% | 2/9/2023 |
 Tesco (TSCO.L) | 0.26% | 0% | 23.29% | 1/17/2023 |
 Crowdstrike (CRWD) | 0.26% | 0% | 8.01% | 4/20/2022 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.25% | 0% | 9.99% | 4/17/2023 |
 Apple (AAPL) | 0.25% | 0% | 7.64% | 5/21/2024 |
 Allianz (ALV.DE) | 0.25% | 0% | 4.7% | 9/30/2025 |
 Chemed (CHE) | 0.25% | 0% | 7.49% | 10/10/2025 |
 GM (GM) | 0.24% | 0% | 9.63% | 3/5/2025 |
 Swedbank (SWED-A.ST) | 0.22% | 0% | 24.61% | 2/8/2023 |
 eToro Group LTD (ETOR) | 0.22% | 0.85% | 11.9% | - |
 Blink Charging (BLNK) | 0.22% | 0% | 20.28% | 10/23/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.21% | 0% | 13.45% | 5/15/2023 |
 Inmode (INMD) | 0.21% | 0% | 6.61% | 3/17/2025 |
 Phillips 66 (PSX) | 0.2% | 0% | 6.83% | 11/18/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.19% | 0% | 13.81% | 3/3/2023 |
 JPMorgan Ultra-Short Income ETF (JPST) | 0.19% | 0% | 8.67% | 1/13/2023 |
 Salesforce (CRM) | 0.19% | 0% | 17.12% | 6/13/2024 |
 Hasbro (HAS) | 0.19% | 0% | 12.71% | 3/25/2024 |
 American Express (AXP) | 0.18% | 0% | 12.34% | 7/28/2025 |
 Moody's (MCO) | 0.18% | 0% | 7.05% | 5/13/2024 |
 BP (BP.US) | 0.18% | 0% | 3.82% | 7/12/2024 |
 Glencore (GLEN.L) | 0.18% | 0% | 11.54% | 4/15/2024 |
 Johnson & Johnson (JNJ) | 0.18% | 0% | 3.53% | 8/14/2025 |
 Deutsche Bank (DB) | 0.17% | 0% | 5% | 10/25/2024 |
 Ardmore Shipping (ASC) | 0.17% | 0% | 8.38% | 5/23/2024 |
 LVMH (MC.PA) | 0.17% | 0% | 9.26% | 4/4/2024 |
 Iberdrola (IBE.MC) | 0.17% | 0% | 5.07% | 10/6/2025 |
 LendingClub (LC) | 0.16% | 0% | 16.39% | 2/9/2023 |
 United Airlines (UAL.RTH) | 0.15% | 0% | 2.94% | 9/25/2024 |
 Raytheon (RTX) | 0.15% | 0% | 4.11% | 8/20/2025 |
 SVB (SIVBQ) | 0.15% | 0% | 22.85% | 11/23/2022 |
 Alibaba (BABA) | 0.15% | 0% | 6.69% | 6/14/2022 |
 AbbVie (ABBV) | 0.14% | 0% | 19.03% | 9/28/2023 |
 Canadian Solar (CSIQ) | 0.14% | 0% | 26.08% | 1/13/2023 |
 Block Inc. (XYZ) | 0.14% | 0% | 11.02% | 7/7/2022 |
 Ally (ALLY) | 0.13% | 0% | 7.86% | 12/22/2023 |
 EOG Resources (EOG) | 0.13% | 0% | 5.88% | 3/22/2022 |
 Teladoc (TDOC) | 0.13% | 0% | 4.04% | 2/24/2022 |
 WisdomTree Core Physical Silver UCITS ETF (WSLV.L) | 0.12% | 5.96% | 3.31% | - |
 Tesla (TSLA) | 0.12% | 0% | 6.91% | 3/5/2025 |
 Equinor (EQNR.OL) | 0.12% | 0% | 3.09% | 7/3/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.12% | 0% | 5.51% | 3/26/2025 |
 Ambac (AMBC) | 0.12% | 0% | 7.64% | 5/13/2024 |
 Broadcom (AVGO) | 0.11% | 0% | 6.83% | 1/10/2025 |
 Direxion Daily Small Cap Bull 3X Shares (TNA) | 0.11% | 0% | 5.88% | 1/13/2025 |
 Lightwave Logic (LWLG) | 0.11% | 0% | 10.8% | 6/23/2025 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.11% | 0% | 2.5% | 2/27/2023 |
 BAE Systems (BA.L) | 0.1% | 0% | 2.06% | 7/21/2025 |
 WESCO (WCC) | 0.1% | 0% | 10.8% | 1/13/2023 |
 Phinia (PHIN) | 0.1% | 0% | 2.42% | 2/6/2024 |
 Autodesk (ADSK) | 0.1% | 0% | 8.52% | 4/27/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.1% | 0% | 9.33% | 11/10/2023 |
 Interactive Brokers (IBKR.RTH) | 0.1% | 0% | 4.7% | 3/11/2024 |
 Sea (SE) | 0.1% | 3.74% | 5.66% | - |
 iShares TIPS Bond ETF (TIP) | 0.09% | 0% | 14.25% | 11/21/2022 |
 Dick's (DKS) | 0.09% | 0% | 2.87% | 6/23/2025 |
 Cardano (ADA) | 0.09% | 0% | 50.55% | 12/19/2023 |
 KKR (KKR) | 0.09% | 0% | 6.76% | 11/10/2022 |
 Glaukos (GKOS) | 0.09% | 0% | 3.89% | 6/23/2025 |
 VICI Properties (VICI) | 0.09% | 0% | 4.04% | 6/8/2022 |
 Palo Alto Networks (PANW) | 0.09% | 0% | 2.79% | 6/21/2024 |
 Corsair (CRSR) | 0.08% | 0% | 3.89% | 2/22/2022 |
 National Grid (NGG) | 0.08% | 0% | 4.85% | 8/15/2024 |
 Cedar Fair (FUN) | 0.08% | 0% | 7.05% | 12/15/2022 |
 Lockheed Martin (LMT) | 0.08% | 0% | 6.61% | 4/22/2024 |
 Weyerhaeuser (WY) | 0.08% | 0% | 4.56% | 3/25/2024 |
 Disney (DIS) | 0.08% | 2.46% | 9.04% | - |
 Kering (KER.PA) | 0.07% | 0% | 11.24% | 11/15/2022 |
 ING (INGA.NV) | 0.07% | 0% | 4.11% | 2/24/2023 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.07% | 0% | 6.91% | 10/23/2023 |
 Carlisle (CSL) | 0.07% | 0% | 4.19% | 3/14/2025 |
 Enterprise Products (EPD) | 0.07% | 0% | 12.12% | 12/15/2022 |
 Eurazeo (RF.PA) | 0.07% | 0% | 1.62% | 6/26/2025 |
 StoneCo (STNE) | 0.07% | 0% | 3.6% | 7/9/2024 |
 Coinbase (COIN) | 0.07% | 0% | 5.73% | 4/27/2022 |
 Mosaic (MOS) | 0.06% | 0% | 4.11% | 7/9/2024 |
 Oracle (ORCL) | 0.06% | 4.55% | 1.76% | - |
 SSE (SSE.L) | 0.06% | 0% | 10.73% | 1/17/2023 |
 Skyline Champion (SKY.US) | 0.06% | 0% | 3.53% | 7/17/2023 |
 Paychex (PAYX) | 0.06% | 0% | 4.85% | 11/21/2022 |
 Beyond (BBBY) | 0.06% | 0% | 3.97% | 2/23/2022 |
 Carrier (CARR) | 0.06% | 0% | 6.91% | 12/7/2022 |
 Qorvo (QRVO) | 0.06% | 0% | 3.97% | 2/23/2022 |
 Chevron (CVX) | 0.06% | 0% | 3.38% | 2/6/2024 |
 GEO (GEO) | 0.06% | 0% | 1.54% | 2/22/2024 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.05% | 10.02% | 0.59% | - |
 AngloGold Ashanti (AU) | 0.05% | 4.65% | 1.76% | - |
 Airbnb (ABNB.RTH) | 0.05% | 0% | 9.33% | 11/2/2022 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.05% | 0% | 5.36% | 4/8/2025 |
 Ryanair (RYAAY) | 0.05% | 0% | 3.23% | 4/27/2022 |
 Upstart (UPST) | 0.05% | 0% | 3.6% | 2/18/2022 |
 Dollar Tree (DLTR) | 0.05% | 0% | 1.69% | 9/11/2024 |
 Evolv (EVLV) | 0.05% | 0% | 4.7% | 4/3/2024 |
 IAC (IAC) | 0.04% | 0% | 3.89% | 2/22/2022 |
 Orsted (ORSTED.CO) | 0.04% | 0% | 4.04% | 2/24/2022 |
 Fiserv (FI) | 0.04% | 0% | 2.35% | 2/1/2022 |
 Shopify (SHOP) | 0.04% | 0% | 4.63% | 5/31/2022 |
 Burlington (BURL) | 0.04% | 0% | 3.89% | 2/22/2022 |
 CoreWeave Inc (CRWV) | 0.04% | 2.44% | 1.76% | - |
 Ferrexpo (FXPO.L) | 0.03% | 0% | 3.01% | 2/10/2022 |
 Vermilion (VET.US) | 0.03% | 0% | 3.31% | 3/15/2024 |
 AXA (CS.PA) | 0.03% | 0% | 2.79% | 2/27/2023 |
 Affirm (AFRM) | 0.03% | 0% | 4.04% | 5/31/2023 |
 Zoom (ZM) | 0.03% | 0% | 3.6% | 2/18/2022 |
 Twilio (TWLO) | 0.03% | 0% | 3.89% | 2/22/2022 |
 Vale (VALE) | 0.03% | 0% | 2.5% | 5/13/2024 |
 Palladium (Expiring Future) (PALLADIUM.FUT) | 0.03% | 0% | 1.91% | 8/12/2022 |
 Lovesac (LOVE) | 0.03% | 0% | 3.6% | 2/18/2022 |
 AST SpaceMobile (ASTS) | 0.03% | 0% | 1.1% | 2/7/2025 |
 LSE (LSEG.L) | 0.02% | 0% | 1.76% | 1/24/2022 |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 0.02% | 0% | 3.09% | 11/3/2022 |
 Nu (NU) | 0.02% | 2.86% | 0.81% | - |
 Frontline (FRO) | 0.02% | 0% | 0.96% | 7/9/2024 |
 Chewy (CHWY) | 0.02% | 0% | 2.94% | 2/9/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.02% | 0% | 1.03% | 1/18/2024 |
 Natural Gas (Non Expiry) (NATGAS) | 0.02% | 0% | 1.47% | 3/17/2022 |
 Direxion Daily S&P 500 Bear 3X Shares (SPXS) | 0.02% | 0% | 0.81% | 10/14/2022 |
 Onto Innovation (ONTO) | 0.02% | 0% | 2.57% | 3/14/2025 |
 BILL (BILL) | 0.02% | 0% | 2.57% | 3/14/2025 |
 SolarEdge (SEDG) | 0.02% | 0% | 1.91% | 4/6/2022 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.88% | 3/14/2022 |
 Haleon (HLN) | 0.01% | 0% | 1.4% | 1/10/2024 |
 BigCommerce (CMRC) | 0.01% | 0% | 1.32% | 6/21/2022 |
 MicroStrategy (MSTR) | 0.01% | 0% | 3.67% | 5/13/2024 |
 The Hartford (HIG) | 0.01% | 0% | 1.1% | 2/6/2024 |
 Arvinas (ARVN) | 0.01% | 0% | 0.37% | 4/17/2023 |
 VMware (VMW) | 0.01% | 0% | 1.1% | 2/3/2022 |
 Vanguard FTSE Europe ETF (VGK) | 0.01% | 0% | 1.1% | 9/28/2022 |
 BBVA (BBVA.MC) | 0.01% | 0% | 1.4% | 1/19/2022 |
 Direxion Daily Small Cap Bear 3x Shares (TZA) | 0.01% | 0% | 0.81% | 3/8/2022 |
 U.S. Steel (X) | 0.01% | 0% | 0.44% | 2/24/2022 |
 Brandywine (BDN) | 0.01% | 0% | 0.59% | 2/6/2024 |
 Invesco QQQ (QQQ) | 0.01% | 0% | 0.44% | 11/14/2022 |
 Matador (MTDR) | 0.01% | 0% | 0.66% | 1/28/2022 |
 Intel (INTC) | 0% | 0% | 0.59% | 5/21/2024 |
 Snapchat (SNAP) | 0% | 0% | 0.29% | 2/13/2023 |
 IBM (IBM) | 0% | 0% | 0.29% | 1/26/2024 |
 Zions (ZION) | 0% | 0% | 0.29% | 3/17/2023 |
 L'Oréal (OR.PA) | 0% | 0% | 0.22% | 1/3/2022 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0% | 0% | 0.37% | 8/23/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0% | 0% | 0.22% | 2/7/2022 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0% | 0% | 0.07% | 2/24/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0% | 0% | 0.07% | 7/8/2025 |
 Digital Turbine (APPS) | 0% | 0% | 0.07% | 2/17/2022 |
 ProShares UltraPro S&P 500 (UPRO) | 0% | 0% | 0.07% | 1/11/2022 |
 Oil (Non Expiry) (OIL) | 0% | 0% | 0.07% | 3/17/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 6.42% | 7.44% |
| Alphabet (GOOG) | 4.81% | 5.33% |
| Meta (META) | 4.73% | 5.29% |
| Humana (HUM) | 4.81% | 5.05% |
| Freeport-McMoRan (FCX) | 5.61% | 5.01% |
| NVIDIA (NVDA) | 4.81% | 4.78% |
| Goldman Sachs (GS) | 4.24% | 4.56% |
| Clover Health (CLOV) | 4.81% | 4.3% |
| DigitalBridge (DBRG) | 4.81% | 4.28% |
| Microsoft (MSFT) | 4.01% | 3.87% |
| Amazon (AMZN) | 3.21% | 3.85% |
| Direxion Daily Small Cap Bull 3X Shares (TNA) | 3.61% | 3.49% |
| Seagate (STX.US) | 4.01% | 3.43% |
| TSMC (TSM) | 3.21% | 3.34% |
| Host Hotels (HST) | 3.21% | 3.11% |
| GE (GE) | 3.21% | 3.01% |
| Siemens (SIE.DE) | 2.41% | 2.68% |
| JPMorgan (JPM) | 2.41% | 2.62% |
| GM (GM) | 2.41% | 2.46% |
| Dell (DELL) | 2.6% | 2.45% |
| Inmode (INMD) | 2.41% | 2.27% |
| GE HealthCare (GEHC) | 2.41% | 2.24% |
| Bitcoin (BTC) | 2.41% | 2.13% |
| Tesla (TSLA) | 2.41% | 2.12% |
| Broadcom (AVGO) | 1.6% | 2.1% |
| Solana (SOL) | 2.41% | 1.95% |
| SPDR Gold (GLD) | 1.6% | 1.62% |
| Mastercard (MA) | 1.6% | 1.61% |