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Portfolio Diversification
Range
Most Diversified
84 instruments
April 21, 2022
Least Diversified
0 instruments
February 2, 2025
Average
26.5 instruments
Most Consistent Holdings
Top 5
SMT.L98.61%
UBER92.99%
TSLA91.8%
IJR84.2%
ARKG79.97%
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) | 8.05% | 11.75% | 91.8% | - |
| Scottish Mortgage (SMT.L) | 6.29% | 2.72% | 98.61% | - |
| iShares Core S&P Small-Cap ETF (IJR) | 5.57% | 0% | 84.2% | 3/20/2026 |
| Uber (UBER) | 5.52% | 4.51% | 92.99% | - |
 KraneShares CSI China Internet (KWEB) | 4.96% | 0% | 68.21% | 8/25/2025 |
 Berkshire Hathaway (BRK.B) | 3.41% | 0% | 54.79% | 11/4/2025 |
 ASML (ASML.NV) | 3.07% | 0% | 66.23% | 10/2/2025 |
 ProShares UltraPro S&P 500 (UPRO) | 2.8% | 0% | 67.75% | 4/15/2026 |
 Goldman Sachs (GS) | 2.64% | 8.84% | 74.36% | - |
 Pfizer (PFE) | 2.59% | 0% | 59.88% | 11/7/2025 |
 Nio (NIO) | 2.57% | 0% | 55.19% | 3/11/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 2.56% | 0% | 53.73% | 3/19/2026 |
 Home Depot (HD) | 2.26% | 5.14% | 66.36% | - |
 Lululemon (LULU) | 2.26% | 8.43% | 52.21% | - |
| ARK Genomic Revolution ETF (ARKG) | 2.25% | 4.04% | 79.97% | - |
 Novo Nordisk (NOVO-B.CO) | 2.12% | 5.3% | 35.36% | - |
 ProShares UltraPro Dow30 (UDOW) | 1.96% | 0% | 63.32% | 4/17/2026 |
 Grayscale Bitcoin Trust BTC (GBTC) | 1.83% | 1.62% | 62.46% | - |
 JPMorgan (JPM) | 1.74% | 4.29% | 50.63% | - |
 Petrobras (PBR) | 1.63% | 0% | 54.59% | 6/3/2025 |
 iShares Core MSCI Europe ETF (IEUR) | 1.57% | 0% | 27.76% | 3/27/2026 |
 Bitcoin (BTC) | 1.54% | 7.51% | 50.96% | - |
 ProShares UltraPro QQQ (TQQQ) | 1.45% | 0% | 24.85% | 4/15/2026 |
 Costco (COST) | 1.32% | 0% | 30.14% | 6/2/2023 |
 Vanguard Health Care ETF (VHT) | 1.32% | 0% | 24.12% | 8/7/2023 |
 Invesco QQQ (QQQ) | 1.28% | 0% | 21.08% | 1/20/2023 |
 Ishares Nasdaq Biotechnology (IBB) | 1.16% | 0% | 35.43% | 9/25/2023 |
 On (ONON) | 0.95% | 8.03% | 18.97% | - |
 Disney (DIS) | 0.85% | 0% | 36.02% | 12/12/2023 |
 Ethereum (ETH) | 0.74% | 1.85% | 42.17% | - |
 Nike (NKE) | 0.71% | 0% | 29.35% | 12/14/2023 |
 BlackRock (BLK) | 0.7% | 0% | 28.82% | 6/3/2025 |
 Jpm Nasdaq Equity Premium (JEPQ) | 0.67% | 0% | 13.68% | 12/11/2025 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.6% | 0% | 12.03% | 6/2/2023 |
 Barclays (BARC.L) | 0.56% | 0% | 23.46% | 1/25/2024 |
 Enphase (ENPH) | 0.51% | 0% | 16.59% | 2/12/2024 |
 Roblox (RBLX) | 0.5% | 0% | 21.35% | 6/30/2025 |
 NVIDIA (NVDA) | 0.48% | 0% | 22.21% | 9/11/2024 |
 iShares Core Dividend Growth ETF (DGRO) | 0.46% | 0% | 14.21% | 7/22/2025 |
 iShares Core S&P 500 ETF (IVV) | 0.44% | 0% | 18.18% | 1/12/2023 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.42% | 0% | 6.41% | 3/19/2026 |
 ASML (ASML) | 0.41% | 0% | 19.76% | 12/13/2022 |
 JPMorgan Ultra-Short Income ETF (JPST) | 0.38% | 0% | 7.34% | 6/2/2023 |
 Brazil Index MSCI Ishares (EWZ) | 0.36% | 0% | 8.99% | 12/11/2023 |
 Macquarie (MQG.ASX) | 0.34% | 0% | 13.28% | 12/28/2023 |
 Crown Castle (CCI) | 0.33% | 0% | 11.96% | 11/27/2023 |
 Devon Energy (DVN) | 0.32% | 0% | 7.93% | 6/2/2023 |
 CSL (CSL.ASX) | 0.29% | 0% | 11.04% | 2/6/2026 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.27% | 0% | 6.61% | 3/20/2023 |
 Barrick (B) | 0.27% | 0% | 13.42% | 5/3/2023 |
 Etsy (ETSY) | 0.26% | 0% | 20.82% | 12/12/2023 |
 Vanguard Small-Cap Value ETF (VBR) | 0.26% | 0% | 12.16% | 8/3/2022 |
 Direxion Daily FTSE China Bull 3X Shares (YINN) | 0.25% | 0% | 10.31% | 2/14/2025 |
 Invesco China Technology ETF (CQQQ) | 0.25% | 0% | 12.69% | 8/11/2022 |
 Vanguard FTSE Europe ETF (VGK) | 0.24% | 0% | 12.69% | 8/11/2022 |
 Morgan Stanley (MS) | 0.23% | 0% | 12.49% | 8/11/2022 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.23% | 0% | 12.69% | 8/11/2022 |
 EssilorLuxottica (EL.PA) | 0.23% | 0% | 12.69% | 8/11/2022 |
 AUD/USD (AUDUSD) | 0.22% | 0% | 7.27% | 12/5/2024 |
 Decentraland (MANA) | 0.22% | 0% | 12.49% | 12/3/2024 |
 Jpmorgan Equity Premium Inco (JEPI) | 0.21% | 0% | 6.41% | 3/19/2026 |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 0.19% | 0% | 12.16% | 8/3/2022 |
 Energy Transfer (ET) | 0.18% | 0% | 7.87% | 12/27/2022 |
 SPX500 Index (Non Expiry) (SPX500) | 0.17% | 0% | 4.16% | 2/22/2024 |
 Grayscale Bitcoin Mini Trust (BTC.US) | 0.17% | 0.33% | 40.85% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 0.17% | 0% | 11.3% | 8/3/2022 |
 Vanguard Value ETF (VTV) | 0.16% | 0% | 12.16% | 8/3/2022 |
 Novo-Nordisk (NVO) | 0.16% | 0% | 6.74% | 5/11/2022 |
 Monks (MNKS.L) | 0.16% | 0% | 11.76% | 8/11/2022 |
 Alibaba (BABA) | 0.16% | 0% | 3.37% | 4/17/2026 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.15% | 0% | 5.29% | 2/24/2023 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.15% | 0% | 13.62% | 1/20/2023 |
 Prosus (PRX.NV) | 0.14% | 0% | 9.19% | 6/27/2022 |
 PayPal (PYPL) | 0.12% | 0% | 11.04% | 7/12/2023 |
 Adyen (ADYEN.NV) | 0.11% | 0% | 12.36% | 8/10/2022 |
 NextEra (NEE) | 0.11% | 0% | 3.64% | 4/19/2024 |
 Rio Tinto (RIO.ASX) | 0.11% | 0% | 5.88% | 9/4/2023 |
 Las Vegas Sands (LVS) | 0.11% | 0% | 12.69% | 8/11/2022 |
 Crowdstrike (CRWD) | 0.1% | 0% | 10.71% | 6/2/2023 |
 TSMC (TSM) | 0.1% | 0% | 14.67% | 7/13/2023 |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 0.1% | 0% | 12.16% | 8/3/2022 |
 KraneShares Global Carbon ETF (KRBN) | 0.1% | 0% | 8.72% | 6/10/2022 |
 RH (RH) | 0.09% | 0% | 12.69% | 8/11/2022 |
 Lloyds (LYG) | 0.08% | 0% | 12.69% | 8/11/2022 |
 Linde (LIN) | 0.08% | 0% | 7.07% | 5/16/2022 |
 Estee Lauder (EL) | 0.08% | 0% | 7.2% | 8/3/2022 |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.08% | 0% | 3.83% | 2/15/2023 |
 Intuitive Surgical (ISRG) | 0.08% | 0% | 12.69% | 8/11/2022 |
 Roche (ROG.ZU) | 0.08% | 0% | 12.69% | 8/11/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.08% | 0% | 1.98% | 8/1/2025 |
 Bank of America (BAC) | 0.07% | 0% | 8.06% | 1/20/2023 |
 Norwegian Cruise Line (NCLH) | 0.07% | 0% | 12.49% | 8/11/2022 |
 Gold (Non Expiry) (GOLD) | 0.07% | 0% | 2.91% | 5/31/2023 |
 Skyworks (SWKS) | 0.07% | 0% | 7.73% | 8/11/2022 |
 Mastercard (MA) | 0.07% | 0% | 11.83% | 8/11/2022 |
 PIMCO Active Bond Exchange-Traded Fund (BOND) | 0.07% | 0% | 3.83% | 2/15/2023 |
 Wuxi Biologics (02269.HK) | 0.06% | 0% | 8.39% | 6/8/2022 |
 Micron (MU) | 0.06% | 0% | 3.3% | 6/3/2022 |
 Broadcom (AVGO) | 0.06% | 0% | 12.69% | 8/11/2022 |
 Enel (ENEL.MI) | 0.06% | 0% | 12.03% | 8/11/2022 |
 IQVIA (IQV) | 0.06% | 0% | 12.49% | 8/11/2022 |
 Schlumberger (SLB) | 0.04% | 0% | 6.01% | 8/11/2022 |
 Twilio (TWLO) | 0.04% | 0% | 8.33% | 6/29/2022 |
 Wizz Air (WIZZ.L) | 0.04% | 0% | 6.41% | 5/19/2022 |
 Realty Income (O) | 0.04% | 0% | 1.98% | 1/17/2025 |
 Starbucks (SBUX) | 0.04% | 0% | 12.69% | 8/11/2022 |
 Microsoft (MSFT) | 0.04% | 2.03% | 2.05% | - |
 iShares US Aerospace & Defense ETF (ITA) | 0.04% | 0% | 10.44% | 8/11/2022 |
 City of London (CTY.L) | 0.03% | 0% | 5.42% | 4/21/2022 |
 Lloyd's (LLOY.L) | 0.03% | 0% | 1.32% | 7/12/2023 |
 Just Eat (TKWY.NV) | 0.03% | 0% | 7.73% | 8/11/2022 |
 DocuSign (DOCU) | 0.03% | 0% | 0.86% | 6/21/2023 |
 Lonza (LONN.ZU) | 0.03% | 0% | 12.69% | 8/11/2022 |
 Mercantile (MRC.L) | 0.03% | 0% | 12.69% | 8/11/2022 |
 BlackStone (BX) | 0.03% | 0% | 3.7% | 6/6/2022 |
 LVMH (MC.PA) | 0.03% | 0% | 1.12% | 9/26/2024 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.02% | 0% | 6.48% | 5/24/2022 |
 iShares China Large-Cap ETF (FXI) | 0.02% | 0% | 8% | 6/9/2022 |
 Adidas (ADS.DE) | 0.02% | 0% | 12.03% | 8/11/2022 |
 US Natural Gas (UNG) | 0.02% | 0% | 0.86% | 2/28/2023 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.02% | 0% | 0.93% | 6/26/2023 |
 3M (MMM) | 0.02% | 0% | 0.86% | 8/7/2023 |
 Booking (BKNG) | 0.02% | 0% | 9.98% | 8/11/2022 |
 Ashtead (AHT.L) | 0.02% | 0% | 12.23% | 8/11/2022 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.02% | 0% | 12.16% | 8/3/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.01% | 0% | 1.39% | 8/10/2022 |
 Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) | 0.01% | 0% | 0.73% | 1/17/2023 |
 Daqo New Energy (DQ) | 0.01% | 0% | 2.78% | 1/20/2023 |
 Caterpillar (CAT) | 0.01% | 0% | 4.43% | 4/6/2022 |
 VIX Sep 23 Future (VIX.SEP) | 0.01% | 0% | 0.26% | 2/1/2023 |
 Santander (SAN.MC) | 0.01% | 0% | 0.2% | 3/23/2023 |
 Starwood Property Trust (STWD) | 0.01% | 0% | 0.79% | 1/12/2023 |
 Dogecoin (DOGE) | 0.01% | 0% | 0.33% | 12/5/2024 |
 USD/JPY (USDJPY) | 0.01% | 0% | 1.26% | 5/9/2022 |
 Eni (ENI.MI) | 0% | 0% | 0.93% | 2/24/2022 |
 Boeing (BA) | 0% | 0% | 0.66% | 2/7/2022 |
 Petrobras (PBR.A) | 0% | 0% | 0.4% | 5/18/2022 |
 United States Oil Fund (USO) | 0% | 0% | 0.46% | 2/28/2022 |
 Natural Gas (Non Expiry) (NATGAS) | 0% | 0% | 0.26% | 4/4/2022 |
 China A50 Index (China50.FUTURE) | 0% | 0% | 0.33% | 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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