Portfolio Diversification
Range
Most Diversified
51 instruments
July 26, 2022
Least Diversified
0 instruments
February 2, 2025
Average
43.3 instruments
Most Consistent Holdings
Top 5
AAPL99.93%
MSFT99.93%
AMZN99.93%
KO99.93%
PFE99.93%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 12.62% | 8.16% | 99.93% | - |
 Vanguard S&P 500 ETF (VOO) | 11.05% | 10.1% | 99.93% | - |
 ExxonMobil (XOM) | 5.08% | 10.64% | 60.66% | - |
| Microsoft (MSFT) | 4.41% | 2.95% | 99.93% | - |
 Halliburton (HAL) | 4.38% | 9.71% | 65.22% | - |
 Salesforce (CRM) | 4.26% | 2.7% | 99.93% | - |
 Adobe (ADBE) | 3.66% | 1.04% | 99.93% | - |
| Pfizer (PFE) | 3.06% | 0.7% | 99.93% | - |
 JPMorgan (JPM) | 2.92% | 2.44% | 82.47% | - |
 Moderna (MRNA) | 2.33% | 0.16% | 99.93% | - |
 Alphabet (GOOG) | 2.08% | 0% | 72.7% | 12/5/2025 |
 AMD (AMD) | 1.9% | 2.04% | 99.93% | - |
 Johnson & Johnson (JNJ) | 1.9% | 0.99% | 80.83% | - |
 AT&T (T) | 1.81% | 1.04% | 99.93% | - |
 Disney (DIS) | 1.64% | 0% | 65.22% | 12/5/2025 |
 Rio Tinto (RIO) | 1.56% | 1.14% | 85.32% | - |
 BNY Mellon (BK) | 1.1% | 0.75% | 99.93% | - |
 Micron (MU) | 1.01% | 0% | 28.15% | 12/5/2025 |
 Netflix (NFLX) | 0.95% | 0.15% | 99.93% | - |
 TSMC (TSM) | 0.87% | 0% | 61.01% | 12/5/2025 |
 Procter & Gamble (PG) | 0.86% | 0.35% | 99.93% | - |
 Intel (INTC) | 0.85% | 0% | 17.53% | 9/12/2022 |
 Mastercard (MA) | 0.84% | 1.61% | 47.9% | - |
 BlackRock (BLK) | 0.8% | 0% | 13.04% | 12/5/2025 |
 Plug Power (PLUG) | 0.76% | 0.06% | 99.64% | - |
 3M (MMM) | 0.68% | 0% | 17.39% | 9/9/2022 |
 ASML (ASML) | 0.66% | 0.56% | 65.07% | - |
 Wells Fargo (WFC) | 0.66% | 0.44% | 99.93% | - |
 Prologis (PLD) | 0.6% | 0% | 27.51% | 7/16/2024 |
 Schlumberger (SLB) | 0.58% | 1.37% | 38.99% | - |
 Target (TGT) | 0.54% | 0.69% | 47.75% | - |
 Bristol-Myers Squibb (BMY) | 0.51% | 0.18% | 99.93% | - |
 AXA (CS.PA) | 0.51% | 0.61% | 65.07% | - |
 Warner Bros Discovery (WBD) | 0.51% | 1.19% | 74.55% | - |
 AbbVie (ABBV) | 0.5% | 0% | 99.86% | 12/5/2025 |
 Regions (RF) | 0.49% | 0.25% | 99.93% | - |
| Amazon (AMZN) | 0.44% | 1.29% | 99.93% | - |
 Global X Uranium ETF (URA) | 0.43% | 0% | 34.35% | 6/25/2024 |
 PepsiCo (PEP) | 0.42% | 0.15% | 99.93% | - |
 iShares Core High Dividend ETF (HDV) | 0.4% | 0.2% | 99.93% | - |
 Solana (SOL) | 0.39% | 0% | 53.03% | 3/11/2024 |
 Novartis (NVS) | 0.38% | 0.72% | 51.89% | - |
 Albemarle (ALB) | 0.37% | 0.95% | 45.47% | - |
 EQT (EQT) | 0.35% | 1.43% | 27.08% | - |
 Coinbase (COIN) | 0.33% | 0% | 54.17% | 6/12/2024 |
 Macy's (M) | 0.31% | 0% | 62.37% | 6/25/2024 |
| Coca-Cola (KO) | 0.28% | 0.06% | 99.93% | - |
 Canadian Solar (CSIQ) | 0.27% | 0.1% | 99.93% | - |
 Thermo Fisher (TMO) | 0.25% | 0% | 7.06% | 9/8/2022 |
 AESI Holdings (AESI) | 0.25% | 0% | 11.26% | 6/25/2024 |
 Sea (SE) | 0.21% | 0.16% | 97.08% | - |
 Capital One (COF) | 0.2% | 0.13% | 99.93% | - |
 Alibaba (BABA) | 0.2% | 0% | 17.53% | 9/12/2022 |
 Vanguard Long-Term Bond ETF (BLV) | 0.19% | 0.08% | 99.93% | - |
 Polygon Ecosystem (ex Matic) (POL) | 0.18% | 0% | 97.01% | 12/5/2025 |
 Bank of America (BAC) | 0.15% | 0% | 17.25% | 9/7/2022 |
 Ford (F) | 0.13% | 0% | 17.32% | 9/8/2022 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.12% | 0% | 22.52% | 12/28/2022 |
 Dogecoin (DOGE) | 0.09% | 0% | 88.88% | 7/4/2025 |
 Barrick (B) | 0.09% | 0% | 23.52% | 12/16/2022 |
 Occidental (OXY) | 0.08% | 0% | 10.76% | 6/1/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.07% | 0% | 74.2% | 7/8/2025 |
 Dropbox (DBX) | 0.07% | 0% | 6.77% | 4/6/2022 |
 Tesla (TSLA) | 0.07% | 0% | 17.32% | 9/8/2022 |
 American Express (AXP) | 0.06% | 0% | 2.78% | 9/9/2022 |
 Cisco (CSCO) | 0.05% | 0% | 17.25% | 9/7/2022 |
 Visa (V) | 0.04% | 0% | 17.32% | 9/8/2022 |
 Amgen (AMGN) | 0.03% | 0% | 6.77% | 4/6/2022 |
 AstraZeneca (AZN) | 0.02% | 0% | 6.84% | 4/7/2022 |
 Vistry (VTY.L) | 0.02% | 0% | 4.49% | 7/26/2022 |
 Silicon Motion (SIMO) | 0.01% | 0% | 0.93% | 7/26/2022 |
 Oil (Non Expiry) (OIL) | 0.01% | 0% | 0.21% | 6/16/2025 |
 Bitcoin (BTC) | 0% | 0% | 0.21% | 11/22/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| ExxonMobil (XOM) | 11.76% | 10.32% |
| Vanguard S&P 500 ETF (VOO) | 8.04% | 10.21% |
| Halliburton (HAL) | 12.48% | 9.75% |
| Apple (AAPL) | 5.11% | 9% |
| Salesforce (CRM) | 3.21% | 4.56% |
| JPMorgan (JPM) | 2.08% | 3.12% |
| Microsoft (MSFT) | 1.79% | 3.01% |
| AT&T (T) | 1.95% | 2.04% |
| Alphabet (GOOG) | 1.17% | 1.99% |
| TSMC (TSM) | 1.54% | 1.82% |
| Adobe (ADBE) | 1.91% | 1.77% |
| Mastercard (MA) | 1.54% | 1.63% |
| Disney (DIS) | 1.5% | 1.53% |
| Schlumberger (SLB) | 1.8% | 1.44% |
| Amazon (AMZN) | 1.31% | 1.29% |
| AMD (AMD) | 1.03% | 1.19% |
| EQT (EQT) | 1.25% | 1.14% |
| Target (TGT) | 1.25% | 1.07% |
| ASML (ASML) | 1.47% | 0.99% |
| Rio Tinto (RIO) | 1.1% | 0.96% |
| Pfizer (PFE) | 1.43% | 0.93% |
| Netflix (NFLX) | 0.44% | 0.87% |
| Johnson & Johnson (JNJ) | 0.95% | 0.75% |
| BNY Mellon (BK) | 0.41% | 0.71% |
| Albemarle (ALB) | 1.25% | 0.69% |
| Novartis (NVS) | 0.62% | 0.56% |
| AXA (CS.PA) | 0.5% | 0.56% |
| Warner Bros Discovery (WBD) | 0.71% | 0.51% |
| Procter & Gamble (PG) | 0.4% | 0.43% |
| Moderna (MRNA) | 1.32% | 0.36% |
| Wells Fargo (WFC) | 0.14% | 0.36% |
| Regions (RF) | 0.13% | 0.24% |
| AbbVie (ABBV) | 0.18% | 0.24% |
| Bristol-Myers Squibb (BMY) | 0.25% | 0.21% |
| iShares Core High Dividend ETF (HDV) | 0.19% | 0.19% |
| PepsiCo (PEP) | 0.17% | 0.16% |
| Sea (SE) | 0.25% | 0.14% |
| Dogecoin (DOGE) | 0.29% | 0.12% |
| Capital One (COF) | 0.05% | 0.11% |
| Coca-Cola (KO) | 0.1% | 0.11% |
| Vanguard Long-Term Bond ETF (BLV) | 0.12% | 0.08% |
| Plug Power (PLUG) | 0.88% | 0.06% |
| Polygon Ecosystem (ex Matic) (POL) | 0.25% | 0.05% |
| Canadian Solar (CSIQ) | 0.19% | 0.05% |
| iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.07% | 0% |