Portfolio Diversification
Range
Most Diversified
52 instruments
June 10, 2023
Least Diversified
0 instruments
February 2, 2025
Average
32.4 instruments
Most Consistent Holdings
Top 5
VRTX93.91%
BTC84.21%
AXON82.29%
VOW3.DE78.05%
DIS76.2%
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 |
|---|---|---|---|---|
| Axon (AXON) | 5.66% | 9.39% | 82.29% | - |
 Vanguard S&P 500 ETF (VOO) | 4.96% | 22.18% | 38.31% | - |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 4.28% | 0% | 75.42% | 12/12/2025 |
 SPDR S&P 500 ETF (SPY) | 4.08% | 0% | 63.67% | 7/19/2024 |
 Polygon Ecosystem (ex Matic) (POL) | 3.23% | 0% | 76.13% | 1/12/2025 |
| Vertex (VRTX) | 3.21% | 1.93% | 93.91% | - |
 Block Inc. (XYZ) | 2.8% | 0% | 66.08% | 8/22/2024 |
 iShares Core Dividend Growth ETF (DGRO) | 2.74% | 0% | 62.61% | 10/17/2025 |
 Qantas (QAN.ASX) | 2.58% | 4.8% | 57.51% | - |
| Disney (DIS) | 2.49% | 0% | 76.2% | 1/13/2025 |
 Vanguard Total International Bond ETF (BNDX) | 2.47% | 8.45% | 40.65% | - |
 Norwegian Cruise Line (NCLH) | 2.14% | 0% | 63.53% | 7/17/2024 |
 Alphabet (GOOG) | 2.13% | 4.92% | 65.58% | - |
 Tesla (TSLA) | 2.07% | 0% | 70.96% | 10/1/2025 |
| Volkswagen (VOW3.DE) | 2.02% | 0% | 78.05% | 5/14/2025 |
 JB Hi-Fi (JBH.ASX) | 1.96% | 3.55% | 67.85% | - |
| Bitcoin (BTC) | 1.79% | 0.42% | 84.21% | - |
 Meta (META) | 1.77% | 0% | 54.6% | 8/23/2024 |
 Coca-Cola (KO) | 1.74% | 0% | 42.07% | 5/13/2024 |
 Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) | 1.64% | 0% | 26.06% | 5/19/2025 |
 SPDR Gold MiniShares Trust (GLDM) | 1.43% | 2.54% | 33.64% | - |
 PayPal (PYPL) | 1.3% | 0% | 47.88% | 1/18/2024 |
 Realty Income (O) | 1.29% | 0% | 33.99% | 8/22/2024 |
 NVIDIA (NVDA) | 1.12% | 0.36% | 44.62% | - |
 iShares Core High Dividend ETF (HDV) | 1.11% | 0% | 35.76% | 6/15/2023 |
 Microsoft (MSFT) | 1.09% | 0.53% | 68.34% | - |
 Cardano (ADA) | 1.08% | 0% | 69.33% | 10/7/2024 |
 McDonald's (MCD) | 1.07% | 0% | 36.12% | 5/13/2024 |
 Ishares MSCI JAPAN ETF (EWJ) | 1.04% | 1.66% | 33.57% | - |
 Medibank (MPL.ASX) | 0.99% | 0% | 41.29% | 6/17/2024 |
 Apple (AAPL) | 0.96% | 0.54% | 53.19% | - |
 iShares Edge MSCI USA Quality (QUAL) | 0.95% | 0% | 20.89% | 3/10/2025 |
 Ishares MSCI Australia ETF (EWA) | 0.87% | 1.38% | 25.42% | - |
 Starbucks (SBUX) | 0.86% | 0% | 35.41% | 5/6/2024 |
 Vanguard Total Bond Market ETF (BND) | 0.82% | 6% | 29.89% | - |
 Pimco 25+ Yr Zero Cpn Us Tif (ZROZ) | 0.82% | 0% | 11.4% | 10/23/2024 |
 Nio (NIO) | 0.82% | 0% | 50.85% | 1/18/2024 |
 Vanguard Total International Stock ETF (VXUS) | 0.75% | 16.98% | 15.08% | - |
 iShares Edge MSCI USA Momentum (MTUM) | 0.74% | 0% | 8.36% | 10/15/2024 |
 iShares Core 10+ Year USD Bond ETF (ILTB) | 0.67% | 0% | 53.47% | 5/13/2025 |
 Altria (MO) | 0.64% | 0% | 29.32% | 5/16/2024 |
 Plug Power (PLUG) | 0.62% | 0% | 46.18% | 11/13/2023 |
 Virgin Galactic (SPCE) | 0.58% | 0% | 58.78% | 5/10/2024 |
 XRP (XRP) | 0.56% | 1.14% | 36.61% | - |
 QBE (QBE.ASX) | 0.53% | 0% | 46.25% | 8/26/2024 |
 Amazon (AMZN) | 0.51% | 1.06% | 49.15% | - |
 Sunworks (SUNWQ) | 0.5% | 0% | 39.59% | 8/8/2023 |
 Invesco QQQ (QQQ) | 0.48% | 0% | 25% | 8/22/2024 |
 Toyota (TM) | 0.4% | 0% | 34.77% | 7/17/2024 |
 Graniteshares Gold Trust (BAR) | 0.39% | 0% | 27.62% | 8/23/2024 |
 GM (GM) | 0.39% | 0% | 43.48% | 10/6/2023 |
 Chevron (CVX) | 0.38% | 0% | 27.69% | 4/4/2024 |
 GE (GE) | 0.38% | 0% | 21.53% | 11/15/2022 |
 Vanguard Real Estate ETF (VNQ) | 0.37% | 0% | 6.3% | 11/19/2024 |
 Six Flags Entertainment Corporation (SIX) | 0.37% | 0% | 41.01% | 8/29/2023 |
 iShares US Aerospace & Defense ETF (ITA) | 0.36% | 1.87% | 12.54% | - |
 Vanguard Growth ETF (VUG) | 0.35% | 0% | 19.41% | 5/15/2025 |
 Ampol (ALD.ASX) | 0.35% | 0% | 23.44% | 4/30/2024 |
 Telstra (TLS.ASX) | 0.34% | 0% | 33.22% | 2/22/2024 |
 American Airlines (AAL) | 0.34% | 0% | 37.18% | 7/5/2023 |
 Airbnb (ABNB) | 0.33% | 0% | 41.01% | 8/29/2023 |
 Johnson & Johnson (JNJ) | 0.33% | 0% | 28.68% | 5/13/2024 |
 Walmart (WMT) | 0.33% | 0% | 22.45% | 11/1/2023 |
 AUS200 Index (Non Expiry) (AUS200) | 0.31% | 0% | 4.04% | 8/12/2022 |
 Crowdstrike (CRWD) | 0.29% | 0% | 17.42% | 3/31/2025 |
 Gold (Non Expiry) (GOLD) | 0.28% | 0% | 10.06% | 12/15/2022 |
 American Express (AXP) | 0.27% | 3.18% | 17.56% | - |
 iShares U.S. Energy ETF (IYE) | 0.27% | 0% | 5.88% | 8/5/2024 |
 Jumia (JMIA) | 0.26% | 0% | 31.16% | 4/10/2023 |
 Procter & Gamble (PG) | 0.26% | 0% | 19.41% | 1/23/2024 |
 Zoom (ZM) | 0.23% | 0% | 45.33% | 11/1/2023 |
 SunPower (SPWRQ) | 0.2% | 0% | 41.01% | 8/29/2023 |
 Dogecoin (DOGE) | 0.2% | 0% | 16.08% | 8/19/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0.19% | 0% | 10.27% | 12/12/2025 |
 Silver (Non Expiry) (SILVER) | 0.17% | 0% | 5.38% | 12/1/2022 |
 Visa (V) | 0.16% | 0% | 20.18% | 5/16/2024 |
 NAB (NAB.ASX) | 0.14% | 0% | 12.18% | 11/2/2023 |
 Terra Classic (LUNC) | 0.11% | 0% | 30.74% | 12/6/2023 |
 Ethereum (ETH) | 0.1% | 0% | 8.14% | 3/19/2024 |
 Rocket Lab (RKLB) | 0.09% | 0% | 6.09% | 1/13/2025 |
 Stockland (SGP.ASX) | 0.09% | 0% | 11.12% | 6/17/2024 |
 Rheinmetall (RHM.DE) | 0.08% | 0% | 9.42% | 8/20/2025 |
 BP (BP.L) | 0.06% | 0.25% | 16.64% | - |
 Costco (COST) | 0.06% | 0.2% | 17.42% | - |
 Joby Aviation (JOBY) | 0.06% | 0.32% | 8.22% | - |
 Vanguard Health Care ETF (VHT) | 0.05% | 0% | 10.2% | 1/13/2025 |
 BHP (BHP.ASX) | 0.04% | 0% | 7.22% | 9/4/2023 |
 Shiba (in millions) (SHIBxM) | 0.04% | 0% | 14.52% | 7/25/2022 |
 JPMorgan (JPM) | 0.04% | 0% | 7.44% | 9/5/2023 |
 Berkshire Hathaway (BRK.B) | 0.04% | 0% | 4.53% | 7/12/2024 |
 CommBank (CBA.ASX) | 0.03% | 0% | 4.39% | 10/16/2025 |
 Newcrest Mining Limited (NCM.ASX) | 0.03% | 0% | 5.88% | 8/15/2023 |
 Xero (XRO.ASX) | 0.03% | 0% | 5.95% | 8/14/2023 |
 eToro Group LTD (ETOR) | 0.03% | 0.12% | 12.96% | - |
 Aussie Broadband Ltd (ABB.ASX) | 0.03% | 0% | 4.75% | 8/23/2024 |
 Megaport (MP1.ASX) | 0.02% | 0% | 1.77% | 1/12/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.02% | 0% | 0.5% | 8/28/2024 |
 Direxion Daily S&P 500 Bear 3X Shares (SPXS) | 0.01% | 0% | 0.5% | 4/2/2025 |
 Pilbara Minerals (PLS.ASX) | 0.01% | 0% | 1.98% | 7/7/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.01% | 0% | 0.5% | 4/7/2025 |
 Invesco QQQ (QQQ.RTH) | 0.01% | 0% | 0.42% | 7/3/2025 |
 SPDR S&P 500 ETF (SPY.RTH) | 0.01% | 0% | 0.42% | 6/30/2025 |
 Xiaomi (1810.HK) | 0.01% | 0% | 2.05% | 7/29/2025 |
 NVIDIA (NVDA.RTH) | 0.01% | 0% | 0.07% | 7/10/2025 |
 ProShares Short S&P500 (SH) | 0% | 0% | 0.21% | 3/7/2025 |
 Netflix (NFLX) | 0% | 0.38% | 0.5% | - |
 Whitehaven Coal (WHC.ASX) | 0% | 0% | 0.14% | 7/24/2024 |
 AUD/USD (AUDUSD) | 0% | 0% | 0.64% | 7/31/2024 |
 ProShares UltraPro Short S&P 500 (SPXU) | 0% | 0% | 0.07% | 2/26/2025 |
 Tesla (TSLA.RTH) | 0% | 0% | 0.5% | 12/26/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 12.27% | 12.49% |
| Axon (AXON) | 11.5% | 12.22% |
| JB Hi-Fi (JBH.ASX) | 5.66% | 6.81% |
| Qantas (QAN.ASX) | 5.37% | 6.67% |
| Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) | 5.37% | 4.91% |
| iShares Edge MSCI USA Quality (QUAL) | 4.6% | 4.76% |
| Vanguard Total International Bond ETF (BNDX) | 4.68% | 4.65% |
| SPDR Gold MiniShares Trust (GLDM) | 3.83% | 4.01% |
| Alphabet (GOOG) | 3.45% | 4.01% |
| Ishares MSCI Australia ETF (EWA) | 3.83% | 3.59% |
| NVIDIA (NVDA) | 3.45% | 3.52% |
| Ishares MSCI JAPAN ETF (EWJ) | 3.07% | 2.88% |
| Tesla (TSLA) | 3.07% | 2.78% |
| Vertex (VRTX) | 2.68% | 2.49% |
| Rocket Lab (RKLB) | 2.29% | 2.4% |
| Disney (DIS) | 2.07% | 2.35% |
| Crowdstrike (CRWD) | 2.3% | 2.21% |
| Volkswagen (VOW3.DE) | 2.72% | 1.97% |
| Vanguard Growth ETF (VUG) | 1.69% | 1.76% |
| Megaport (MP1.ASX) | 1.53% | 1.44% |
| Bitcoin (BTC) | 1.53% | 1.36% |
| XRP (XRP) | 1.53% | 1.25% |
| Amazon (AMZN) | 0.77% | 0.73% |
| iShares Core 10+ Year USD Bond ETF (ILTB) | 0.77% | 0.69% |
| Vanguard Health Care ETF (VHT) | 0.38% | 0.34% |
| Polygon Ecosystem (ex Matic) (POL) | 1.53% | 0.26% |