Portfolio Diversification
Range
Most Diversified
37 instruments
January 1, 2022
Least Diversified
18 instruments
July 18, 2025
Average
25.5 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
MSFT100%
CAT100%
JPM100%
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 |
|---|---|---|---|---|
 Bitcoin (BTC) | 26.09% | 55.05% | 95.96% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 7.78% | 0% | 98.13% | 7/17/2025 |
 NVIDIA (NVDA) | 7.59% | 12.08% | 100% | - |
 Tesla (TSLA) | 4.91% | 0% | 97.05% | 7/3/2025 |
| Apple (AAPL) | 4.08% | 1.62% | 100% | - |
 Ethereum (ETH) | 3.67% | 5.54% | 94.95% | - |
| Microsoft (MSFT) | 3.55% | 3.42% | 100% | - |
 TSMC (TSM) | 3.01% | 2.32% | 100% | - |
| Alphabet (GOOG) | 2.62% | 1.97% | 100% | - |
| Caterpillar (CAT) | 2.53% | 2.25% | 100% | - |
 Waste Management (WM) | 2.41% | 1.54% | 100% | - |
 United Airlines (UAL) | 2.26% | 1.86% | 100% | - |
 Coca-Cola (KO) | 2.21% | 1.14% | 100% | - |
 Las Vegas Sands (LVS) | 2.15% | 1.11% | 100% | - |
 Raytheon (RTX) | 2.01% | 1.49% | 100% | - |
| JPMorgan (JPM) | 1.95% | 1.7% | 100% | - |
 Airbnb (ABNB) | 1.67% | 0.72% | 100% | - |
 Procter & Gamble (PG) | 1.61% | 0% | 78.54% | 11/7/2024 |
 Nike (NKE) | 1.57% | 0% | 60.65% | 3/21/2024 |
 Boeing (BA) | 1.4% | 0% | 61.51% | 4/1/2024 |
 Realty Income (O) | 1.24% | 0% | 60.65% | 3/21/2024 |
 Vanguard Real Estate ETF (VNQ) | 1.24% | 0% | 62.75% | 4/17/2024 |
 Pfizer (PFE) | 1.23% | 0% | 60.65% | 3/21/2024 |
 Intercept Pharma (ICPT) | 1.22% | 0% | 50.78% | 11/14/2023 |
 American Airlines (AAL) | 1.05% | 0% | 60.65% | 3/21/2024 |
 Levi's (LEVI) | 1.02% | 0% | 54.98% | 3/27/2024 |
 Amazon (AMZN) | 0.99% | 0% | 23.17% | 11/9/2022 |
 Disney (DIS) | 0.78% | 0% | 25.74% | 12/17/2022 |
 SPX500 Index (Non Expiry) (SPX500) | 0.77% | 1.21% | 48.6% | - |
 PayPal (PYPL) | 0.74% | 0% | 46.42% | 10/6/2023 |
 Lam Research (LRCX) | 0.46% | 0% | 21.23% | 10/13/2022 |
 Applied Materials (AMAT) | 0.37% | 0% | 21.07% | 10/11/2022 |
 Meta (META) | 0.28% | 0% | 9.02% | 4/27/2022 |
 Plug Power (PLUG) | 0.26% | 0% | 12.99% | 11/10/2023 |
 Netflix (NFLX) | 0.26% | 0% | 8.48% | 4/20/2022 |
 Carnival (CCL) | 0.23% | 0% | 12.67% | 6/13/2022 |
 XRP (XRP) | 0.2% | 4.71% | 14.54% | - |
 Uber (UBER) | 0.2% | 0% | 12.91% | 6/16/2022 |
 Aurora Cannabis (ACB) | 0.15% | 0.26% | 36.16% | - |
 Autohome (ATHM.CH) | 0.12% | 0% | 5.6% | 3/14/2022 |
 Veracyte (VCYT) | 0.09% | 0% | 9.64% | 5/5/2022 |
 Rivian (RIVN) | 0.04% | 0% | 5.37% | 3/11/2022 |
 Natural Gas (Non Expiry) (NATGAS) | 0.01% | 0% | 1.24% | 2/17/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 46.24% | 50.02% |
| NVIDIA (NVDA) | 2.84% | 10.58% |
| NASDAQ100 Index (Non Expiry) (NSDQ100) | 7.49% | 5.35% |
| Ethereum (ETH) | 8.26% | 5.11% |
| Tesla (TSLA) | 3.04% | 4.68% |
| Microsoft (MSFT) | 4.76% | 3.29% |
| United Airlines (UAL) | 1.9% | 2.41% |
| Caterpillar (CAT) | 2.91% | 2.33% |
| TSMC (TSM) | 2.47% | 2.26% |
| Alphabet (GOOG) | 2.85% | 2.21% |
| Apple (AAPL) | 2.31% | 2.1% |
| JPMorgan (JPM) | 1.9% | 1.69% |
| Waste Management (WM) | 2.49% | 1.57% |
| SPX500 Index (Non Expiry) (SPX500) | 1.9% | 1.33% |
| Raytheon (RTX) | 1.9% | 1.32% |
| Las Vegas Sands (LVS) | 1.9% | 1.29% |
| Coca-Cola (KO) | 1.9% | 1.2% |
| Airbnb (ABNB) | 1.9% | 0.93% |
| Aurora Cannabis (ACB) | 0.95% | 0.3% |