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Portfolio Diversification
Range
Most Diversified
84 instruments
April 21, 2022
Least Diversified
0 instruments
February 2, 2025
Average
26.8 instruments
Most Consistent Holdings
Top 5
SMT.L98.77%
UBER93.8%
TSLA91.75%
IJR85.96%
ARKG79.55%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 29, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Tesla (TSLA) | 7.94% | 12.9% | 91.75% | - |
| Scottish Mortgage (SMT.L) | 6.41% | 2.39% | 98.77% | - |
| iShares Core S&P Small-Cap ETF (IJR) | 5.67% | 8.46% | 85.96% | - |
| Uber (UBER) | 5.59% | 0% | 93.8% | 12/11/2025 |
 KraneShares CSI China Internet (KWEB) | 5.11% | 0% | 70.35% | 8/25/2025 |
 Berkshire Hathaway (BRK.B) | 3.52% | 0% | 56.51% | 11/4/2025 |
 ASML (ASML.NV) | 3.17% | 0% | 68.3% | 10/2/2025 |
 ProShares UltraPro S&P 500 (UPRO) | 2.85% | 1.67% | 67.42% | - |
 Pfizer (PFE) | 2.67% | 0% | 61.76% | 11/7/2025 |
 Nio (NIO) | 2.66% | 0% | 56.92% | 3/11/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 2.6% | 4.58% | 54.6% | - |
 Goldman Sachs (GS) | 2.49% | 5.12% | 73.76% | - |
| ARK Genomic Revolution ETF (ARKG) | 2.21% | 3.98% | 79.55% | - |
 Home Depot (HD) | 2.17% | 5.74% | 65.51% | - |
 Lululemon (LULU) | 2.07% | 9.25% | 50.92% | - |
 Novo Nordisk (NOVO-B.CO) | 2.04% | 3.58% | 33.54% | - |
 ProShares UltraPro Dow30 (UDOW) | 1.9% | 4.97% | 62.71% | - |
 Grayscale Bitcoin Trust BTC (GBTC) | 1.84% | 1.58% | 61.55% | - |
 Petrobras (PBR) | 1.68% | 0% | 56.31% | 6/3/2025 |
 JPMorgan (JPM) | 1.66% | 4.24% | 49.28% | - |
 iShares Core MSCI Europe ETF (IEUR) | 1.52% | 7.31% | 27.27% | - |
 ProShares UltraPro QQQ (TQQQ) | 1.4% | 0% | 23.93% | 12/11/2025 |
 Bitcoin (BTC) | 1.37% | 6.89% | 49.63% | - |
 Costco (COST) | 1.36% | 0% | 31.08% | 6/2/2023 |
 Vanguard Health Care ETF (VHT) | 1.36% | 0% | 24.88% | 8/7/2023 |
 Invesco QQQ (QQQ) | 1.32% | 0% | 21.75% | 1/20/2023 |
 Ishares Nasdaq Biotechnology (IBB) | 1.2% | 0% | 36.54% | 9/25/2023 |
 Disney (DIS) | 0.88% | 0% | 37.15% | 12/12/2023 |
 On (ONON) | 0.78% | 4.95% | 16.63% | - |
 Nike (NKE) | 0.73% | 0% | 30.27% | 12/14/2023 |
 BlackRock (BLK) | 0.72% | 0% | 29.72% | 6/3/2025 |
 Ethereum (ETH) | 0.71% | 1.7% | 40.56% | - |
 Jpm Nasdaq Equity Premium (JEPQ) | 0.69% | 0% | 14.11% | 12/11/2025 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.62% | 0% | 12.41% | 6/2/2023 |
 Barclays (BARC.L) | 0.57% | 0% | 24.2% | 1/25/2024 |
 Enphase (ENPH) | 0.52% | 0% | 17.11% | 2/12/2024 |
 Roblox (RBLX) | 0.52% | 0% | 22.02% | 6/30/2025 |
 NVIDIA (NVDA) | 0.49% | 0% | 22.9% | 9/11/2024 |
 iShares Core Dividend Growth ETF (DGRO) | 0.48% | 0% | 14.66% | 7/22/2025 |
 iShares Core S&P 500 ETF (IVV) | 0.46% | 0% | 18.75% | 1/12/2023 |
 ASML (ASML) | 0.43% | 0% | 20.38% | 12/13/2022 |
 JPMorgan Ultra-Short Income ETF (JPST) | 0.39% | 0% | 7.57% | 6/2/2023 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.38% | 7.01% | 5.79% | - |
 Brazil Index MSCI Ishares (EWZ) | 0.37% | 0% | 9.27% | 12/11/2023 |
 Macquarie (MQG.ASX) | 0.35% | 0% | 13.7% | 12/28/2023 |
 Crown Castle (CCI) | 0.34% | 0% | 12.34% | 11/27/2023 |
 Devon Energy (DVN) | 0.33% | 0% | 8.18% | 6/2/2023 |
 CSL (CSL.ASX) | 0.3% | 0% | 11.38% | 2/6/2026 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.28% | 0% | 6.82% | 3/20/2023 |
 Barrick (B) | 0.28% | 0% | 13.84% | 5/3/2023 |
 Etsy (ETSY) | 0.27% | 0% | 21.47% | 12/12/2023 |
 Vanguard Small-Cap Value ETF (VBR) | 0.27% | 0% | 12.54% | 8/3/2022 |
 Direxion Daily FTSE China Bull 3X Shares (YINN) | 0.26% | 0% | 10.63% | 2/14/2025 |
 Invesco China Technology ETF (CQQQ) | 0.26% | 0% | 13.09% | 8/11/2022 |
 Vanguard FTSE Europe ETF (VGK) | 0.25% | 0% | 13.09% | 8/11/2022 |
 Morgan Stanley (MS) | 0.24% | 0% | 12.88% | 8/11/2022 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.24% | 0% | 13.09% | 8/11/2022 |
 EssilorLuxottica (EL.PA) | 0.24% | 0% | 13.09% | 8/11/2022 |
 AUD/USD (AUDUSD) | 0.23% | 0% | 7.5% | 12/5/2024 |
 Decentraland (MANA) | 0.23% | 0% | 12.88% | 12/3/2024 |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 0.19% | 0% | 12.54% | 8/3/2022 |
 Jpmorgan Equity Premium Inco (JEPI) | 0.19% | 3.46% | 5.79% | - |
 Energy Transfer (ET) | 0.18% | 0% | 8.11% | 12/27/2022 |
 SPX500 Index (Non Expiry) (SPX500) | 0.18% | 0% | 4.29% | 2/22/2024 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.17% | 0% | 11.66% | 8/3/2022 |
 Vanguard Value ETF (VTV) | 0.17% | 0% | 12.54% | 8/3/2022 |
 Grayscale Bitcoin Mini Trust (BTC.US) | 0.17% | 0.32% | 39.2% | - |
 Novo-Nordisk (NVO) | 0.17% | 0% | 6.95% | 5/11/2022 |
 Monks (MNKS.L) | 0.16% | 0% | 12.13% | 8/11/2022 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.16% | 0% | 5.45% | 2/24/2023 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.16% | 0% | 14.04% | 1/20/2023 |
 Prosus (PRX.NV) | 0.14% | 0% | 9.48% | 6/27/2022 |
 PayPal (PYPL) | 0.13% | 0% | 11.38% | 7/12/2023 |
 Adyen (ADYEN.NV) | 0.12% | 0% | 12.75% | 8/10/2022 |
 NextEra (NEE) | 0.12% | 0% | 3.75% | 4/19/2024 |
 Rio Tinto (RIO.ASX) | 0.11% | 0% | 6.07% | 9/4/2023 |
 Las Vegas Sands (LVS) | 0.11% | 0% | 13.09% | 8/11/2022 |
 Crowdstrike (CRWD) | 0.11% | 0% | 11.04% | 6/2/2023 |
 TSMC (TSM) | 0.1% | 0% | 15.13% | 7/13/2023 |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 0.1% | 0% | 12.54% | 8/3/2022 |
 KraneShares Global Carbon ETF (KRBN) | 0.1% | 0% | 9% | 6/10/2022 |
 RH (RH) | 0.09% | 0% | 13.09% | 8/11/2022 |
 Lloyds (LYG) | 0.09% | 0% | 13.09% | 8/11/2022 |
 Linde (LIN) | 0.08% | 0% | 7.29% | 5/16/2022 |
 Estee Lauder (EL) | 0.08% | 0% | 7.43% | 8/3/2022 |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.08% | 0% | 3.95% | 2/15/2023 |
 Intuitive Surgical (ISRG) | 0.08% | 0% | 13.09% | 8/11/2022 |
 Roche (ROG.ZU) | 0.08% | 0% | 13.09% | 8/11/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.08% | 0% | 2.04% | 8/1/2025 |
 Bank of America (BAC) | 0.08% | 0% | 8.32% | 1/20/2023 |
 Norwegian Cruise Line (NCLH) | 0.07% | 0% | 12.88% | 8/11/2022 |
 Gold (Non Expiry) (GOLD) | 0.07% | 0% | 3% | 5/31/2023 |
 Skyworks (SWKS) | 0.07% | 0% | 7.98% | 8/11/2022 |
 Mastercard (MA) | 0.07% | 0% | 12.2% | 8/11/2022 |
 PIMCO Active Bond Exchange-Traded Fund (BOND) | 0.07% | 0% | 3.95% | 2/15/2023 |
 Wuxi Biologics (02269.HK) | 0.07% | 0% | 8.66% | 6/8/2022 |
 Micron (MU) | 0.07% | 0% | 3.41% | 6/3/2022 |
 Broadcom (AVGO) | 0.06% | 0% | 13.09% | 8/11/2022 |
 Enel (ENEL.MI) | 0.06% | 0% | 12.41% | 8/11/2022 |
 IQVIA (IQV) | 0.06% | 0% | 12.88% | 8/11/2022 |
 Schlumberger (SLB) | 0.05% | 0% | 6.2% | 8/11/2022 |
 Twilio (TWLO) | 0.05% | 0% | 8.59% | 6/29/2022 |
 Wizz Air (WIZZ.L) | 0.04% | 0% | 6.61% | 5/19/2022 |
 Realty Income (O) | 0.04% | 0% | 2.04% | 1/17/2025 |
 Starbucks (SBUX) | 0.04% | 0% | 13.09% | 8/11/2022 |
 iShares US Aerospace & Defense ETF (ITA) | 0.04% | 0% | 10.77% | 8/11/2022 |
 City of London (CTY.L) | 0.04% | 0% | 5.59% | 4/21/2022 |
 Lloyd's (LLOY.L) | 0.04% | 0% | 1.36% | 7/12/2023 |
 Just Eat (TKWY.NV) | 0.03% | 0% | 7.98% | 8/11/2022 |
 DocuSign (DOCU) | 0.03% | 0% | 0.89% | 6/21/2023 |
 Alibaba (BABA) | 0.03% | 0% | 1.7% | 6/20/2023 |
 Lonza (LONN.ZU) | 0.03% | 0% | 13.09% | 8/11/2022 |
 Mercantile (MRC.L) | 0.03% | 0% | 13.09% | 8/11/2022 |
 BlackStone (BX) | 0.03% | 0% | 3.82% | 6/6/2022 |
 LVMH (MC.PA) | 0.03% | 0% | 1.16% | 9/26/2024 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.03% | 0% | 6.68% | 5/24/2022 |
 iShares China Large-Cap ETF (FXI) | 0.03% | 0% | 8.25% | 6/9/2022 |
 Adidas (ADS.DE) | 0.02% | 0% | 12.41% | 8/11/2022 |
 US Natural Gas (UNG) | 0.02% | 0% | 0.89% | 2/28/2023 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.02% | 0% | 0.95% | 6/26/2023 |
 3M (MMM) | 0.02% | 0% | 0.89% | 8/7/2023 |
 Booking (BKNG) | 0.02% | 0% | 10.29% | 8/11/2022 |
 Ashtead (AHT.L) | 0.02% | 0% | 12.61% | 8/11/2022 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.02% | 0% | 12.54% | 8/3/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.01% | 0% | 1.43% | 8/10/2022 |
 Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) | 0.01% | 0% | 0.75% | 1/17/2023 |
 Daqo New Energy (DQ) | 0.01% | 0% | 2.86% | 1/20/2023 |
 Caterpillar (CAT) | 0.01% | 0% | 4.57% | 4/6/2022 |
 VIX Sep 23 Future (VIX.SEP) | 0.01% | 0% | 0.27% | 2/1/2023 |
 Santander (SAN.MC) | 0.01% | 0% | 0.2% | 3/23/2023 |
 Starwood Property Trust (STWD) | 0.01% | 0% | 0.82% | 1/12/2023 |
 Dogecoin (DOGE) | 0.01% | 0% | 0.34% | 12/5/2024 |
 USD/JPY (USDJPY) | 0.01% | 0% | 1.3% | 5/9/2022 |
 Eni (ENI.MI) | 0% | 0% | 0.95% | 2/24/2022 |
 Boeing (BA) | 0% | 0% | 0.68% | 2/7/2022 |
 Petrobras (PBR.A) | 0% | 0% | 0.41% | 5/18/2022 |
 United States Oil Fund (USO) | 0% | 0% | 0.48% | 2/28/2022 |
 Natural Gas (Non Expiry) (NATGAS) | 0% | 0% | 0.27% | 4/4/2022 |
 China A50 Index (China50.FUTURE) | 0% | 0% | 0.34% | 2/21/2022 |
 Alibaba (9988.HK) | 0% | 0% | 0.07% | 7/26/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 8.27% | 13.58% |
| Lululemon (LULU) | 12.12% | 10.5% |
| iShares Core S&P Small-Cap ETF (IJR) | 8.11% | 7.56% |
| iShares Core MSCI Europe ETF (IEUR) | 6.32% | 6.71% |
| Invesco S&P 500 Equal Weight ETF (RSP) | 7.02% | 6.29% |
| On (ONON) | 5.99% | 5.15% |
| Home Depot (HD) | 6.32% | 5.12% |
| Goldman Sachs (GS) | 3.51% | 5.09% |
| ProShares UltraPro Dow30 (UDOW) | 5.61% | 4.87% |
| Bitcoin (BTC) | 6.62% | 4.45% |
| JPMorgan (JPM) | 3.51% | 4.39% |
| Novo Nordisk (NOVO-B.CO) | 5.14% | 4.37% |
| ARK Genomic Revolution ETF (ARKG) | 3.66% | 3.8% |
| Schwab US Dividend Equity ETF (SCHD) | 4.15% | 3.74% |
| Jpmorgan Equity Premium Inco (JEPI) | 3.51% | 3.16% |
| CSL (CSL.ASX) | 3.62% | 2.38% |
| Ethereum (ETH) | 2.81% | 2.36% |
| Scottish Mortgage (SMT.L) | 1.32% | 2.26% |
| Grayscale Bitcoin Trust BTC (GBTC) | 0.56% | 1.89% |
| ProShares UltraPro S&P 500 (UPRO) | 1.7% | 1.65% |
| Grayscale Bitcoin Mini Trust (BTC.US) | 0% | 0.38% |
Cash & Instruments Over Time
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