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Portfolio Diversification
Range
Most Diversified
72 instruments
October 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
57.9 instruments
Most Consistent Holdings
Top 5
META99.59%
0968.HK99.59%
0700.HK99.59%
00175.HK99.59%
03690.HK99.59%
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 |
|---|---|---|---|---|
 Ethereum (ETH) | 22.05% | 13.83% | 99.59% | - |
 Bitcoin (BTC) | 17.72% | 7.34% | 99.59% | - |
 Besi (BESI.NV) | 2.53% | 5.7% | 99.59% | - |
| Meta (META) | 1.81% | 4.47% | 99.59% | - |
 BYD (01211.HK) | 1.61% | 2.91% | 99.38% | - |
 Eldorado Gold (EGO) | 1.61% | 7.76% | 99.52% | - |
 IBM (IBM) | 1.29% | 5.72% | 44.72% | - |
 Enphase (ENPH) | 1.17% | 0% | 70.95% | 11/26/2024 |
 NRG Energy (NRG) | 1.13% | 4.33% | 69.98% | - |
 Copa (CPA) | 1.02% | 4.78% | 44.72% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.98% | 1.88% | 94.82% | - |
| Xinyi Solar (0968.HK) | 0.93% | 0.72% | 99.59% | - |
 Costco (COST) | 0.91% | 2.69% | 70.19% | - |
 SolarEdge (SEDG) | 0.89% | 0% | 70.95% | 11/26/2024 |
 China Longyuan (0916.HK) | 0.87% | 1.17% | 99.52% | - |
 Yadea (1585.HK) | 0.75% | 0% | 66.39% | 9/20/2024 |
 AstraZeneca (AZN) | 0.73% | 1.52% | 99.59% | - |
 Orion (ORNBV.HE) | 0.7% | 1.68% | 99.31% | - |
 Apple (AAPL) | 0.68% | 0% | 78.33% | 3/14/2025 |
 Steel Dynamics (STLD) | 0.67% | 1.72% | 91.86% | - |
 BHP (BHP) | 0.67% | 0% | 67.77% | 12/6/2024 |
 AMD (AMD) | 0.64% | 0% | 77.36% | 2/28/2025 |
 McKesson (MCK) | 0.64% | 2.17% | 70.19% | - |
 Johnson & Johnson (JNJ) | 0.64% | 1.37% | 99.38% | - |
 ConocoPhillips (COP) | 0.63% | 0.99% | 95.72% | - |
 United States Oil Fund (USO) | 0.62% | 0% | 61.7% | 9/19/2024 |
 ONEOK (OKE) | 0.62% | 1.09% | 95.51% | - |
 Service Corp Intl (SCI) | 0.62% | 1.69% | 70.19% | - |
 Solana (SOL) | 0.6% | 1.19% | 99.52% | - |
 Quest Diagnostics (DGX) | 0.57% | 1.19% | 99.45% | - |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.53% | 1.03% | 70.12% | - |
 Centrica (CNA.L) | 0.52% | 1.62% | 69.63% | - |
 Merck (MRK) | 0.51% | 0% | 72.39% | 12/17/2024 |
 Raytheon (RTX) | 0.48% | 1.86% | 70.19% | - |
 3M (MMM) | 0.47% | 1.41% | 70.12% | - |
 Abbott (ABT) | 0.45% | 1.13% | 70.12% | - |
 TKO (TKO) | 0.44% | 0% | 47.34% | 4/5/2024 |
 Elevance Health (ELV) | 0.44% | 0% | 43% | 12/17/2024 |
 National Fuel (NFG) | 0.44% | 1.32% | 70.19% | - |
 Engie (ENGI.PA) | 0.44% | 1.56% | 69.63% | - |
 Kroger (KR) | 0.44% | 1.18% | 70.12% | - |
 Amazon (AMZN) | 0.44% | 0% | 78.33% | 3/14/2025 |
 Pfizer (PFE) | 0.43% | 0% | 70.95% | 11/26/2024 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.42% | 1.12% | 70.19% | - |
 Adobe (ADBE) | 0.41% | 0% | 78.33% | 3/14/2025 |
 Coterra (CTRA) | 0.41% | 1.01% | 69.98% | - |
 McDonald's (MCD) | 0.41% | 1.03% | 70.12% | - |
 Pinnacle West (PNW) | 0.4% | 1.1% | 69.84% | - |
 Coca-Cola (KO) | 0.4% | 1.08% | 70.05% | - |
 Molina (MOH) | 0.39% | 0.65% | 70.19% | - |
| Tencent (0700.HK) | 0.39% | 0.95% | 99.59% | - |
| Geely (00175.HK) | 0.39% | 0.79% | 99.59% | - |
 Halliburton (HAL) | 0.39% | 0.98% | 70.12% | - |
 Tyson Foods (TSN) | 0.37% | 0.97% | 70.12% | - |
 Samsung (SMSN.L) | 0.34% | 0% | 66.39% | 9/20/2024 |
 ServiceNow (NOW) | 0.33% | 0% | 29.4% | 3/27/2023 |
 NVIDIA (NVDA) | 0.33% | 0% | 34.64% | 1/28/2025 |
 Canadian Solar (CSIQ) | 0.33% | 0% | 70.95% | 11/26/2024 |
 HF Sinclair (DINO) | 0.3% | 0% | 36.92% | 9/19/2024 |
 Darling (DAR) | 0.28% | 0% | 29.4% | 3/27/2023 |
 MDC Holdings Inc (MDC) | 0.27% | 0% | 53.28% | 3/13/2024 |
| Meituan (03690.HK) | 0.27% | 0.32% | 99.59% | - |
 Tesla (TSLA) | 0.26% | 0% | 54.11% | 3/25/2024 |
 Chord Energy (CHRD) | 0.26% | 0% | 41.75% | 11/29/2024 |
 CF Industries (CF) | 0.25% | 0% | 21.88% | 3/27/2023 |
 Barrick (B) | 0.25% | 0% | 25.67% | 3/27/2023 |
 PayPal (PYPL) | 0.24% | 0% | 62.46% | 9/19/2024 |
 Wuxi Biologics (02269.HK) | 0.23% | 0.35% | 99.52% | - |
 SunPower (SPWRQ) | 0.22% | 0% | 29.4% | 3/27/2023 |
 Accenture (ACN) | 0.22% | 0% | 29.4% | 3/27/2023 |
 Xiaomi (1810.HK) | 0.22% | 0% | 66.39% | 9/20/2024 |
 ASML (ASML) | 0.2% | 0% | 29.4% | 3/27/2023 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.19% | 0% | 25.47% | 4/5/2024 |
 IIPR (IIPR) | 0.18% | 0% | 53.28% | 3/13/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.18% | 0% | 29.4% | 3/27/2023 |
 Humana (HUM) | 0.17% | 0% | 41.55% | 11/26/2024 |
 AES (AES) | 0.17% | 0% | 41.55% | 11/26/2024 |
 Logitech (LOGN.ZU) | 0.14% | 0% | 29.4% | 3/27/2023 |
 Commercial Metals (CMC) | 0.13% | 0% | 21.88% | 3/27/2023 |
 Aramark (ARMK) | 0.13% | 0% | 25.47% | 4/5/2024 |
 Berkshire Hathaway (BRK.B) | 0.12% | 0% | 21.88% | 3/27/2023 |
 Eversource (ES) | 0.12% | 0% | 25.47% | 4/5/2024 |
 Digital Turbine (APPS) | 0.11% | 0% | 29.4% | 3/27/2023 |
 Novavax (NVAX) | 0.11% | 0% | 71.15% | 11/29/2024 |
 Netflix (NFLX) | 0.11% | 0% | 29.4% | 3/27/2023 |
 CSG Systems (CSGS) | 0.1% | 0% | 23.46% | 3/14/2025 |
 RWE (RWE.DE) | 0.09% | 0% | 41.2% | 11/28/2024 |
 Freshpet (FRPT) | 0.09% | 0% | 29.4% | 3/27/2023 |
 Vestis (VSTS) | 0.05% | 0.09% | 57.28% | - |
 Solventum (SOLV) | 0.04% | 0.18% | 44.86% | - |
 Roku (ROKU) | 0.04% | 0% | 8.56% | 5/5/2022 |
 Moderna (MRNA) | 0.04% | 0% | 3.8% | 2/24/2022 |
 SPDR Gold (GLD) | 0.03% | 0% | 3.8% | 4/20/2022 |
 Organigram (OGI) | 0.02% | 0% | 3.73% | 2/23/2022 |
 BioLife (BLFS) | 0.01% | 0% | 3.73% | 2/23/2022 |
 Cardano (ADA) | 0% | 0% | 3.73% | 2/23/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Ethereum (ETH) | 6.83% | 14.47% |
| Bitcoin (BTC) | 1.29% | 7.54% |
| Eldorado Gold (EGO) | 3.24% | 6.74% |
| IBM (IBM) | 6.47% | 6.03% |
| Meta (META) | 3.24% | 5.06% |
| NRG Energy (NRG) | 1.62% | 4.8% |
| Copa (CPA) | 6.47% | 4.57% |
| Besi (BESI.NV) | 2.26% | 4.57% |
| BYD (01211.HK) | 3.24% | 2.96% |
| Costco (COST) | 2.43% | 2.49% |
| McKesson (MCK) | 1.62% | 2.25% |
| State Street Energy Select Sector SPDR ETF (XLE) | 2.59% | 1.83% |
| Raytheon (RTX) | 1.62% | 1.81% |
| Steel Dynamics (STLD) | 1.62% | 1.78% |
| Service Corp Intl (SCI) | 2.43% | 1.66% |
| Orion (ORNBV.HE) | 1.62% | 1.64% |
| AstraZeneca (AZN) | 1.62% | 1.62% |
| Centrica (CNA.L) | 1.62% | 1.58% |
| Engie (ENGI.PA) | 1.62% | 1.51% |
| 3M (MMM) | 1.62% | 1.5% |
| National Fuel (NFG) | 1.62% | 1.36% |
| Johnson & Johnson (JNJ) | 1.62% | 1.35% |
| Solana (SOL) | 3.24% | 1.22% |
| Kroger (KR) | 1.62% | 1.22% |
| Abbott (ABT) | 1.62% | 1.21% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 1.62% | 1.15% |
| China Longyuan (0916.HK) | 3.24% | 1.15% |
| Quest Diagnostics (DGX) | 1.62% | 1.13% |
| ONEOK (OKE) | 1.62% | 1.12% |
| Coca-Cola (KO) | 1.62% | 1.1% |
| Pinnacle West (PNW) | 1.62% | 1.09% |
| McDonald's (MCD) | 1.62% | 1.08% |
| Coterra (CTRA) | 1.62% | 1.06% |
| State Street Consumer Staples Select Sector SPDR ETF (XLP) | 1.62% | 1.01% |
| ConocoPhillips (COP) | 1.62% | 1% |
| Tencent (0700.HK) | 1.62% | 0.98% |
| Tyson Foods (TSN) | 1.62% | 0.97% |
| Halliburton (HAL) | 1.62% | 0.9% |
| Geely (00175.HK) | 1.62% | 0.87% |
| Xinyi Solar (0968.HK) | 5.5% | 0.69% |
| Molina (MOH) | 1.62% | 0.61% |
| Meituan (03690.HK) | 1.62% | 0.35% |
| Wuxi Biologics (02269.HK) | 1.62% | 0.3% |
| Solventum (SOLV) | 0% | 0.19% |
| Vestis (VSTS) | 0% | 0.09% |
Cash & Instruments Over Time
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