Portfolio Diversification
Range
Most Diversified
72 instruments
October 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
61.2 instruments
Most Consistent Holdings
Top 5
META99.91%
JNJ99.91%
DGX99.91%
0968.HK99.91%
0916.HK99.91%
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 |
|---|---|---|---|---|
 Ethereum (ETH) | 22.06% | 16.98% | 99.91% | - |
 Bitcoin (BTC) | 17.52% | 34.01% | 99.91% | - |
 Besi (BESI.NV) | 2.42% | 1.72% | 99.91% | - |
 BYD (01211.HK) | 1.45% | 2.06% | 99.91% | - |
 Enphase (ENPH) | 1.45% | 0% | 87.71% | 11/26/2024 |
| Meta (META) | 1.4% | 2.09% | 99.91% | - |
 Eldorado Gold (EGO) | 1.15% | 2.02% | 99.91% | - |
 SolarEdge (SEDG) | 1.11% | 0% | 87.71% | 11/26/2024 |
| Xinyi Solar (0968.HK) | 1.03% | 0.32% | 99.91% | - |
 Yadea (1585.HK) | 0.93% | 0% | 82.08% | 9/20/2024 |
 Energy Select Sector SPDR (XLE) | 0.92% | 0.91% | 94.2% | - |
| China Longyuan (0916.HK) | 0.87% | 0.57% | 99.91% | - |
 Apple (AAPL) | 0.84% | 0% | 96.84% | 3/14/2025 |
 BHP (BHP) | 0.82% | 0% | 83.79% | 12/6/2024 |
 AMD (AMD) | 0.8% | 0% | 95.65% | 2/28/2025 |
 United States Oil Fund (USO) | 0.77% | 0% | 76.28% | 9/19/2024 |
 Costco (COST) | 0.69% | 1.56% | 63.57% | - |
 AstraZeneca (AZN) | 0.67% | 0.65% | 99.91% | - |
 IBM (IBM) | 0.65% | 2.64% | 32.08% | - |
 Merck (MRK) | 0.63% | 0% | 89.51% | 12/17/2024 |
 NRG Energy (NRG) | 0.63% | 1.6% | 63.57% | - |
 ConocoPhillips (COP) | 0.62% | 0.52% | 95.14% | - |
 Orion (ORNBV.HE) | 0.6% | 0.68% | 99.91% | - |
| Johnson & Johnson (JNJ) | 0.59% | 0.56% | 99.91% | - |
 ONEOK (OKE) | 0.59% | 0.71% | 95.14% | - |
 Steel Dynamics (STLD) | 0.58% | 0.68% | 90.61% | - |
 TKO (TKO) | 0.55% | 0% | 58.53% | 4/5/2024 |
 Elevance Health (ELV) | 0.55% | 0% | 53.16% | 12/17/2024 |
 Copa (CPA) | 0.54% | 1.82% | 32.08% | - |
 Amazon (AMZN) | 0.54% | 0% | 96.84% | 3/14/2025 |
 Pfizer (PFE) | 0.53% | 0% | 87.71% | 11/26/2024 |
| Quest Diagnostics (DGX) | 0.51% | 0.58% | 99.91% | - |
 Adobe (ADBE) | 0.51% | 0% | 96.84% | 3/14/2025 |
 Service Corp Intl (SCI) | 0.49% | 0.9% | 63.57% | - |
 Consumer Staples Select Sector SPDR (XLP) | 0.49% | 0.58% | 63.57% | - |
 Solana (SOL) | 0.47% | 0.71% | 99.91% | - |
 McKesson (MCK) | 0.45% | 1.04% | 63.57% | - |
 Samsung (SMSN.L) | 0.42% | 0% | 82.08% | 9/20/2024 |
 ServiceNow (NOW) | 0.41% | 0% | 36.35% | 3/27/2023 |
 NVIDIA (NVDA) | 0.41% | 0% | 42.83% | 1/28/2025 |
 Canadian Solar (CSIQ) | 0.4% | 0% | 87.71% | 11/26/2024 |
 Centrica (CNA.L) | 0.39% | 0.75% | 62.97% | - |
 Molina (MOH) | 0.37% | 0.61% | 63.57% | - |
 HF Sinclair (DINO) | 0.37% | 0% | 45.65% | 9/19/2024 |
 Abbott (ABT) | 0.35% | 0.69% | 63.57% | - |
 Halliburton (HAL) | 0.35% | 0.39% | 63.57% | - |
 Coterra (CTRA) | 0.34% | 0.57% | 63.57% | - |
 3M (MMM) | 0.34% | 0.66% | 63.57% | - |
 Darling (DAR) | 0.34% | 0% | 36.35% | 3/27/2023 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.34% | 0.55% | 63.57% | - |
 Geely (00175.HK) | 0.34% | 0.41% | 99.91% | - |
 Kroger (KR) | 0.33% | 0.75% | 63.57% | - |
 MDC Holdings Inc (MDC) | 0.33% | 0% | 65.87% | 3/13/2024 |
 McDonald's (MCD) | 0.33% | 0.6% | 63.57% | - |
 Raytheon (RTX) | 0.33% | 0.69% | 63.57% | - |
 Tencent (0700.HK) | 0.33% | 0.41% | 99.91% | - |
 Tesla (TSLA) | 0.33% | 0% | 66.89% | 3/25/2024 |
 Engie (ENGI.PA) | 0.33% | 0.68% | 62.97% | - |
 Pinnacle West (PNW) | 0.32% | 0.63% | 63.57% | - |
 Coca-Cola (KO) | 0.32% | 0.62% | 63.57% | - |
 Chord Energy (CHRD) | 0.32% | 0% | 51.62% | 11/29/2024 |
 National Fuel (NFG) | 0.32% | 0.73% | 63.57% | - |
 CF Industries (CF) | 0.31% | 0% | 27.05% | 3/27/2023 |
 Barrick (GOLD.BARRICK) | 0.31% | 0% | 31.74% | 3/27/2023 |
 Tyson Foods (TSN) | 0.3% | 0.55% | 63.57% | - |
 PayPal (PYPL) | 0.29% | 0% | 77.22% | 9/19/2024 |
 SunPower (SPWRQ) | 0.27% | 0% | 36.35% | 3/27/2023 |
 Meituan (03690.HK) | 0.27% | 0.25% | 99.91% | - |
 Accenture (ACN) | 0.27% | 0% | 36.35% | 3/27/2023 |
 Xiaomi (1810.HK) | 0.27% | 0% | 82.08% | 9/20/2024 |
 ASML (ASML) | 0.25% | 0% | 36.35% | 3/27/2023 |
 Utilities Select Sector SPDR (XLU) | 0.24% | 0% | 31.48% | 4/5/2024 |
 Wuxi Biologics (02269.HK) | 0.23% | 0.11% | 99.91% | - |
 IIPR (IIPR) | 0.22% | 0% | 65.87% | 3/13/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.22% | 0% | 36.35% | 3/27/2023 |
 Humana (HUM) | 0.21% | 0% | 51.37% | 11/26/2024 |
 AES (AES) | 0.21% | 0% | 51.37% | 11/26/2024 |
 Logitech (LOGN.ZU) | 0.17% | 0% | 36.35% | 3/27/2023 |
 Commercial Metals (CMC) | 0.17% | 0% | 27.05% | 3/27/2023 |
 Aramark (ARMK) | 0.16% | 0% | 31.48% | 4/5/2024 |
 Berkshire Hathaway (BRK.B) | 0.15% | 0% | 27.05% | 3/27/2023 |
 Eversource (ES) | 0.14% | 0% | 31.48% | 4/5/2024 |
 Digital Turbine (APPS) | 0.14% | 0% | 36.35% | 3/27/2023 |
 Novavax (NVAX) | 0.14% | 0% | 87.97% | 11/29/2024 |
 Netflix (NFLX) | 0.13% | 0% | 36.35% | 3/27/2023 |
 CSG Systems (CSGS) | 0.13% | 0% | 29.01% | 3/14/2025 |
 RWE (RWE.DE) | 0.12% | 0% | 50.94% | 11/28/2024 |
 Freshpet (FRPT) | 0.11% | 0% | 36.35% | 3/27/2023 |
 Vestis (VSTS) | 0.05% | 0.06% | 47.78% | - |
 Roku (ROKU) | 0.05% | 0% | 10.58% | 5/5/2022 |
 Moderna (MRNA) | 0.04% | 0% | 4.69% | 2/24/2022 |
 SPDR Gold (GLD) | 0.04% | 0% | 4.69% | 4/20/2022 |
 Solventum (SOLV) | 0.02% | 0.08% | 32.34% | - |
 Organigram (OGI) | 0.02% | 0% | 4.61% | 2/23/2022 |
 BioLife (BLFS) | 0.02% | 0% | 4.61% | 2/23/2022 |
 Cardano (ADA) | 0% | 0% | 4.61% | 2/23/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 13.72% | 31% |
| Ethereum (ETH) | 10.98% | 27.72% |
| Meta (META) | 1.83% | 2.01% |
| IBM (IBM) | 3.66% | 2% |
| Besi (BESI.NV) | 1.28% | 1.88% |
| Copa (CPA) | 3.66% | 1.49% |
| NVIDIA (NVDA) | 0.91% | 1.26% |
| Eldorado Gold (EGO) | 1.83% | 1.25% |
| BYD (01211.HK) | 1.83% | 1.24% |
| NRG Energy (NRG) | 0.91% | 1.22% |
| Costco (COST) | 1.37% | 1.19% |
| Apple (AAPL) | 0.91% | 0.97% |
| Solana (SOL) | 1.83% | 0.82% |
| Energy Select Sector SPDR (XLE) | 1.46% | 0.79% |
| Service Corp Intl (SCI) | 1.37% | 0.76% |
| McKesson (MCK) | 0.91% | 0.7% |
| ONEOK (OKE) | 0.91% | 0.68% |
| AMD (AMD) | 0.91% | 0.65% |
| Amazon (AMZN) | 0.91% | 0.62% |
| Centrica (CNA.L) | 0.91% | 0.54% |
| Steel Dynamics (STLD) | 0.91% | 0.54% |
| 3M (MMM) | 0.91% | 0.54% |
| Kroger (KR) | 0.91% | 0.53% |
| AstraZeneca (AZN) | 0.91% | 0.52% |
| Raytheon (RTX) | 0.91% | 0.51% |
| China Longyuan (0916.HK) | 1.83% | 0.5% |
| Abbott (ABT) | 0.91% | 0.49% |
| Orion (ORNBV.HE) | 0.91% | 0.48% |
| ConocoPhillips (COP) | 0.91% | 0.48% |
| Pinnacle West (PNW) | 0.91% | 0.47% |
| National Fuel (NFG) | 0.91% | 0.46% |
| Coterra (CTRA) | 0.91% | 0.46% |
| Consumer Staples Select Sector SPDR (XLP) | 0.91% | 0.46% |
| The Health Care Select Sector SPDR Fund (XLV) | 0.91% | 0.46% |
| Molina (MOH) | 0.91% | 0.46% |
| McDonald's (MCD) | 0.91% | 0.46% |
| Engie (ENGI.PA) | 0.91% | 0.45% |
| CSG Systems (CSGS) | 0.91% | 0.44% |
| Quest Diagnostics (DGX) | 0.91% | 0.44% |
| Coca-Cola (KO) | 0.91% | 0.44% |
| Tyson Foods (TSN) | 0.91% | 0.43% |
| Johnson & Johnson (JNJ) | 0.91% | 0.42% |
| Adobe (ADBE) | 0.91% | 0.41% |
| Halliburton (HAL) | 0.91% | 0.39% |
| Geely (00175.HK) | 0.91% | 0.32% |
| Xinyi Solar (0968.HK) | 3.11% | 0.32% |
| Tencent (0700.HK) | 0.91% | 0.31% |
| Meituan (03690.HK) | 0.91% | 0.23% |
| Vestis (VSTS) | 0% | 0.09% |
| Wuxi Biologics (02269.HK) | 0.91% | 0.08% |
| Solventum (SOLV) | 0% | 0.07% |