Portfolio Diversification
Range
Most Diversified
37 instruments
January 1, 2022
Least Diversified
19 instruments
April 18, 2024
Average
26.1 instruments
Most Consistent Holdings
Top 5
NSDQ100100%
AAPL100%
GOOG100%
MSFT100%
CAT100%
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 |
|---|---|---|---|---|
 Bitcoin (BTC) | 23.3% | 54.3% | 95.57% | - |
| NASDAQ100 Index (Non Expiry) (NSDQ100) | 8.17% | 5.37% | 100% | - |
 NVIDIA (NVDA) | 7.32% | 9.21% | 100% | - |
 Tesla (TSLA) | 5.16% | 3.22% | 100% | - |
| Apple (AAPL) | 4.32% | 1.91% | 100% | - |
 Ethereum (ETH) | 3.66% | 2.81% | 94.46% | - |
| Microsoft (MSFT) | 3.56% | 3.31% | 100% | - |
 TSMC (TSM) | 3.09% | 2% | 100% | - |
| Alphabet (GOOG) | 2.69% | 2.05% | 100% | - |
| Caterpillar (CAT) | 2.57% | 2.18% | 100% | - |
 Waste Management (WM) | 2.48% | 2.08% | 100% | - |
 United Airlines (UAL) | 2.3% | 1.9% | 100% | - |
 Coca-Cola (KO) | 2.3% | 1.63% | 100% | - |
 Las Vegas Sands (LVS) | 2.26% | 0.95% | 100% | - |
 Raytheon (RTX) | 2.06% | 1.7% | 100% | - |
 JPMorgan (JPM) | 1.97% | 1.88% | 100% | - |
 Procter & Gamble (PG) | 1.76% | 0% | 86.1% | 11/7/2024 |
 Airbnb (ABNB) | 1.74% | 0.92% | 100% | - |
 Nike (NKE) | 1.72% | 0% | 66.5% | 3/21/2024 |
 Boeing (BA) | 1.54% | 0% | 67.43% | 4/1/2024 |
 Realty Income (O) | 1.36% | 0% | 66.5% | 3/21/2024 |
 Vanguard Real Estate ETF (VNQ) | 1.36% | 0% | 68.8% | 4/17/2024 |
 Pfizer (PFE) | 1.35% | 0% | 66.5% | 3/21/2024 |
 Intercept Pharma (ICPT) | 1.34% | 0% | 55.67% | 11/14/2023 |
 American Airlines (AAL) | 1.16% | 0% | 66.5% | 3/21/2024 |
 Levi's (LEVI) | 1.12% | 0% | 60.27% | 3/27/2024 |
 Amazon (AMZN) | 1.08% | 0% | 25.4% | 11/9/2022 |
 Disney (DIS) | 0.86% | 0% | 28.22% | 12/17/2022 |
 PayPal (PYPL) | 0.81% | 0% | 50.9% | 10/6/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.72% | 1.38% | 43.65% | - |
 Lam Research (LRCX) | 0.5% | 0% | 23.27% | 10/13/2022 |
 Applied Materials (AMAT) | 0.4% | 0% | 23.1% | 10/11/2022 |
 Meta (META) | 0.31% | 0% | 9.89% | 4/27/2022 |
 Plug Power (PLUG) | 0.28% | 0% | 14.24% | 11/10/2023 |
 Netflix (NFLX) | 0.28% | 0% | 9.29% | 4/20/2022 |
 Carnival (CCL) | 0.25% | 0% | 13.9% | 6/13/2022 |
 Uber (UBER) | 0.22% | 0% | 14.15% | 6/16/2022 |
 Aurora Cannabis (ACB) | 0.13% | 0.36% | 30.01% | - |
 Autohome (ATHM.CH) | 0.13% | 0% | 6.14% | 3/14/2022 |
 Veracyte (VCYT) | 0.09% | 0% | 10.57% | 5/5/2022 |
 XRP (XRP) | 0.06% | 0.84% | 6.31% | - |
 Rivian (RIVN) | 0.04% | 0% | 5.88% | 3/11/2022 |
 Natural Gas (Non Expiry) (NATGAS) | 0.02% | 0% | 1.36% | 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% |