Portfolio Diversification
Range
Most Diversified
115 instruments
May 20, 2023
Least Diversified
0 instruments
February 2, 2025
Average
103.5 instruments
Most Consistent Holdings
Top 5
META99.9%
MSFT99.9%
BA99.9%
CVX99.9%
DIS99.9%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Invesco QQQ (QQQ) | 6.62% | 10.73% | 99.9% | - |
| Microsoft (MSFT) | 6.02% | 4.58% | 99.9% | - |
 Vanguard S&P 500 ETF (VOO) | 6.01% | 12.09% | 64.88% | - |
 Intel (INTC) | 4.25% | 3.34% | 99.9% | - |
 Palantir (PLTR) | 3.3% | 3.31% | 99.9% | - |
 Enterprise Products (EPD) | 2.76% | 4.08% | 99.9% | - |
 Energy Transfer (ET) | 2.42% | 3.39% | 99.9% | - |
 Rolls-Royce (RR.L) | 2.42% | 0% | 78% | 2/5/2025 |
 DuPont (DD) | 1.55% | 1.2% | 99.9% | - |
 Phillips 66 (PSX) | 1.49% | 1.14% | 99.9% | - |
 Bitcoin (BTC) | 1.42% | 1.96% | 99.9% | - |
 UiPath (PATH) | 1.41% | 0.21% | 99.9% | - |
 Amazon (AMZN) | 1.36% | 0.99% | 99.79% | - |
 Macy's (M) | 1.36% | 0.94% | 99.9% | - |
 Iron Mountain (IRM) | 1.28% | 1.58% | 99.9% | - |
 iShares Semiconductor ETF (SOXX) | 1.26% | 0% | 97.62% | 8/14/2025 |
 Ethereum (ETH) | 1.22% | 1.76% | 99.9% | - |
| Disney (DIS) | 1.16% | 0.85% | 99.9% | - |
 CVR Energy (CVI.US) | 1.15% | 1.51% | 99.9% | - |
 Airbus (AIR.PA) | 1.15% | 1.77% | 99.9% | - |
| Meta (META) | 1.14% | 1.03% | 99.9% | - |
 ASML (ASML) | 1.02% | 1.32% | 99.9% | - |
 Robinhood (HOOD) | 1% | 1.2% | 99.79% | - |
 Valero (VLO) | 0.98% | 0.77% | 99.9% | - |
 Northrop Grumman (NOC) | 0.98% | 0.79% | 99.9% | - |
 Petrobras (PBR) | 0.93% | 1.24% | 99.9% | - |
 Walmart (WMT) | 0.9% | 1.03% | 99.79% | - |
 General Mills (GIS) | 0.87% | 0.74% | 99.9% | - |
 SPDR S&P 500 ETF (SPY) | 0.87% | 0% | 35.02% | 12/13/2023 |
 Costco (COST) | 0.86% | 1% | 99.9% | - |
| Chevron (CVX) | 0.84% | 0.6% | 99.9% | - |
 IIPR (IIPR) | 0.83% | 0.68% | 99.9% | - |
 Tyson Foods (TSN) | 0.8% | 0.68% | 99.79% | - |
 Lockheed Martin (LMT) | 0.8% | 0.82% | 99.9% | - |
 Halliburton (HAL) | 0.78% | 0.8% | 99.9% | - |
 Toyota (TM) | 0.78% | 1.2% | 72.73% | - |
 Bunge (BG) | 0.74% | 0.79% | 99.9% | - |
| Boeing (BA) | 0.69% | 0.63% | 99.9% | - |
 Vale (VALE) | 0.67% | 0.58% | 99.9% | - |
 ExxonMobil (XOM) | 0.66% | 0.62% | 99.9% | - |
 STMicroelectronics (STMPA.PA) | 0.66% | 0.83% | 99.9% | - |
 Azul (AZULQ) | 0.65% | 0.17% | 99.9% | - |
 Altria (MO) | 0.64% | 0.91% | 99.79% | - |
 Cummins (CMI) | 0.64% | 0.57% | 99.9% | - |
 Newell Brands (NWL) | 0.63% | 0% | 59.3% | 8/6/2024 |
 Raytheon (RTX) | 0.63% | 0.82% | 99.79% | - |
 Occidental (OXY) | 0.61% | 0.58% | 99.9% | - |
 Nokia (NOK) | 0.61% | 0.47% | 99.9% | - |
 BHP (BHP) | 0.58% | 0.42% | 99.9% | - |
 Visa (V) | 0.56% | 0.69% | 99.79% | - |
 iShares Silver Trust (SLV) | 0.55% | 0% | 43.49% | 3/4/2024 |
 Ford (F) | 0.55% | 0.49% | 99.9% | - |
 Barrick (B) | 0.55% | 0% | 94.63% | 7/16/2025 |
 ConAgra (CAG) | 0.54% | 0.41% | 99.9% | - |
 GM (GM) | 0.53% | 0% | 99.59% | 9/2/2025 |
 British American Tobacco (BTI) | 0.53% | 0.67% | 99.9% | - |
 Bradesco (BBD) | 0.52% | 0.5% | 99.9% | - |
 Samsung (SMSN.L) | 0.51% | 0.4% | 99.9% | - |
 Illumina (ILMN) | 0.5% | 0.27% | 97% | - |
 Roblox (RBLX) | 0.48% | 0.46% | 99.9% | - |
 Qualcomm (QCOM) | 0.46% | 0.62% | 99.9% | - |
 Kellanova (K) | 0.46% | 0% | 59.4% | 8/7/2024 |
 Warner Bros Discovery (WBD) | 0.45% | 0.26% | 99.9% | - |
 EOG Resources (EOG) | 0.45% | 0.34% | 99.9% | - |
 Coinbase (COIN) | 0.44% | 0.89% | 64.26% | - |
 M&T Bank (MTB) | 0.44% | 0.45% | 99.9% | - |
 Paramount (PSKY) | 0.43% | 0% | 44.11% | 3/11/2024 |
 AdaptiveAcc | 0.43% | 0% | 32.13% | 11/15/2023 |
 Ternium (TX) | 0.42% | 0.29% | 99.79% | - |
 Apple (AAPL) | 0.42% | 0% | 59.19% | 8/5/2024 |
 KONE (KNEBV.HE) | 0.42% | 0% | 94.42% | 7/14/2025 |
 Alphabet (GOOG) | 0.42% | 0% | 45.66% | 5/7/2024 |
 Global X MSCI Argentina ETF (ARGT) | 0.42% | 1.53% | 22% | - |
 ThyssenKrupp (TKA.DE) | 0.42% | 0% | 62.5% | 9/6/2024 |
 Medical Properties Trust (MPW) | 0.41% | 0% | 94.42% | 7/14/2025 |
 Charles Schwab (SCHW) | 0.4% | 0% | 77.58% | 1/31/2025 |
 AT&T (T) | 0.39% | 0% | 97.62% | 8/14/2025 |
 Foot Locker (FL) | 0.39% | 0% | 87.91% | 5/12/2025 |
 DraftKings (DKNG) | 0.38% | 0.37% | 99.9% | - |
 Bristol-Myers Squibb (BMY) | 0.38% | 0.45% | 99.9% | - |
 VanEck Vectors Junior Gold Miners ETF (GDXJ) | 0.37% | 0% | 78.2% | 2/7/2025 |
 Micron (MU) | 0.36% | 1.6% | 25.93% | - |
 SPDR Gold (GLD) | 0.36% | 0% | 40.29% | 2/2/2024 |
 MDU Resources (MDU) | 0.35% | 0.2% | 99.79% | - |
 SPDR S&P Bank ETF (KBE) | 0.35% | 0.3% | 99.9% | - |
 Huntington Ingalls (HII) | 0.35% | 0% | 40.29% | 2/2/2024 |
 Textron (TXT) | 0.35% | 0.25% | 99.9% | - |
 Tesla (TSLA) | 0.34% | 0.47% | 82.64% | - |
 Mobico (MCG.L) | 0.34% | 0% | 43.7% | 3/7/2024 |
 Enbridge (ENB) | 0.31% | 0% | 97.73% | 8/15/2025 |
 ADM (ADM) | 0.31% | 0.44% | 99.9% | - |
 Hermes (RMS.PA) | 0.31% | 0.57% | 61.78% | - |
 Omega Healthcare (OHI) | 0.3% | 0% | 94.63% | 7/16/2025 |
 MercadoLibre (MELI) | 0.3% | 0% | 40.29% | 2/2/2024 |
 PepsiCo (PEP) | 0.3% | 0.34% | 98.04% | - |
 NVIDIA (NVDA) | 0.29% | 0.55% | 89.67% | - |
 Bank of America (BAC) | 0.29% | 0% | 67.05% | 10/21/2024 |
 Polygon Ecosystem (ex Matic) (POL) | 0.29% | 0% | 35.54% | 12/18/2023 |
 Walgreens (WBA) | 0.29% | 0% | 59.3% | 8/6/2024 |
 ProShares UltraPro QQQ (TQQQ) | 0.28% | 0% | 17.36% | 6/21/2023 |
 LVMH (MC.PA) | 0.28% | 0.71% | 61.78% | - |
 WP Carey (WPC) | 0.27% | 0% | 27.07% | 9/26/2023 |
 NRG Energy (NRG) | 0.27% | 0.87% | 38.12% | - |
 Suncor (SU) | 0.27% | 0% | 99.48% | 9/2/2025 |
 Honeywell (HON) | 0.26% | 0% | 90.29% | 6/4/2025 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.26% | 0% | 78.2% | 2/7/2025 |
 Lufthansa (LHA.DE) | 0.25% | 0% | 59.3% | 8/6/2024 |
 Flowers Foods (FLO) | 0.25% | 0.35% | 99.9% | - |
 Ferrari (RACE) | 0.24% | 0.59% | 61.67% | - |
 Sony (SONY) | 0.22% | 0% | 44.01% | 1/31/2025 |
 TSMC (TSM) | 0.21% | 0% | 10.23% | 4/12/2023 |
 Mastercard (MA) | 0.2% | 0% | 33.57% | 11/29/2023 |
 AbbVie (ABBV) | 0.2% | 0% | 59.19% | 8/5/2024 |
 Berkshire Hathaway (BRK.B) | 0.2% | 0% | 58.06% | 7/25/2024 |
 Zalando (ZAL.DE) | 0.19% | 0% | 15.5% | 8/5/2024 |
 Viatris (VTRS) | 0.18% | 0% | 42.77% | 2/26/2024 |
 eToro Group LTD (ETOR) | 0.17% | 1.37% | 11.78% | - |
 Sibanye Stillwater (SBSW) | 0.16% | 0% | 48.86% | 9/6/2024 |
 Henkel (HEN3.DE) | 0.16% | 0% | 62.5% | 9/6/2024 |
 International Seaways (INSW) | 0.15% | 0.47% | 36.26% | - |
 GE (GE) | 0.14% | 0% | 20.45% | 7/21/2023 |
 Bumble (BMBL) | 0.14% | 0% | 43.7% | 3/7/2024 |
 Alibaba (BABA) | 0.13% | 0.18% | 90.91% | - |
 Plains All American (PAA) | 0.13% | 1.05% | 22% | - |
 Southern Copper (SCCO) | 0.12% | 0% | 30.58% | 10/31/2023 |
 L3Harris (LHX) | 0.11% | 0% | 44.11% | 3/11/2024 |
 SMIC (00981.HK) | 0.1% | 0% | 76.65% | 1/22/2025 |
 Solana (SOL) | 0.1% | 0.59% | 21.8% | - |
 Unilever (UL.US) | 0.1% | 0% | 31.4% | 7/16/2025 |
 Mobileye (MBLY) | 0.09% | 0.09% | 62.6% | - |
 Canon (CAJPY) | 0.08% | 0% | 30.17% | 9/18/2024 |
 Anglo American (AAL.L) | 0.06% | 0% | 28.1% | 3/11/2024 |
 Western Midstream (WES) | 0.06% | 1.1% | 21.9% | - |
 Store Capital Corp. (STOR) | 0.06% | 0% | 3.62% | 2/6/2023 |
 SK Telecom (SKM) | 0.06% | 0% | 22.11% | 8/5/2024 |
 Crowdstrike (CRWD) | 0.05% | 0% | 9.92% | 10/30/2024 |
 HP (HPQ) | 0.05% | 0% | 13.64% | 5/16/2023 |
 T. Rowe Price (TROW) | 0.04% | 0% | 20.45% | 7/21/2023 |
 MPLX (MPLX) | 0.04% | 0.77% | 5.27% | - |
 XRP (XRP) | 0.03% | 0% | 14.77% | 7/10/2025 |
 Signet (SIG) | 0.02% | 0% | 6.82% | 7/21/2023 |
 Williams (WMB) | 0.02% | 0.48% | 5.48% | - |
 Match Group (MTCH) | 0.02% | 0% | 16.22% | 8/5/2024 |
 Volkswagen (VOW.DE) | 0.01% | 0% | 1.86% | 9/20/2024 |
 Franklin Resources (BEN) | 0.01% | 0% | 3.2% | 2/2/2023 |
 Fortinet (FTNT) | 0.01% | 0% | 1.76% | 5/23/2023 |
 Floor & Decor (FND) | 0.01% | 0% | 1.14% | 1/12/2023 |
 Oracle (ORCL) | 0% | 0.77% | 0.31% | - |
 Bonk Inu (in millions) (Experimental) (BONKxM) | 0% | 0% | 1.34% | 11/10/2024 |
 Kellogg's (KLG) | 0% | 0% | 3% | 11/1/2023 |
 GE HealthCare (GEHC) | 0% | 0% | 0.52% | 1/9/2023 |
 Everus Construction Group Inc (ECG) | 0% | 0% | 1.03% | 11/14/2024 |
 Grail Inc (GRAL) | 0% | 0% | 8.16% | 9/13/2024 |
 Vicor (VICR) | 0% | 0% | 0.21% | 6/1/2023 |
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) | 8.83% | 9.98% |
| Invesco QQQ (QQQ) | 7.99% | 8.9% |
| Microsoft (MSFT) | 5.89% | 6.74% |
| Palantir (PLTR) | 4.21% | 4.9% |
| Intel (INTC) | 3.37% | 3.96% |
| Enterprise Products (EPD) | 3.37% | 3.91% |
| Energy Transfer (ET) | 3.16% | 3.83% |
| Iron Mountain (IRM) | 1.89% | 1.95% |
| Toyota (TM) | 1.47% | 1.51% |
| Airbus (AIR.PA) | 1.26% | 1.46% |
| DuPont (DD) | 1.26% | 1.38% |
| Bitcoin (BTC) | 1.37% | 1.37% |
| UiPath (PATH) | 2.1% | 1.28% |
| Phillips 66 (PSX) | 1.47% | 1.28% |
| Costco (COST) | 1.05% | 1.19% |
| ASML (ASML) | 1.26% | 1.17% |
| Macy's (M) | 1.26% | 1.17% |
| Disney (DIS) | 1.37% | 1.17% |
| Amazon (AMZN) | 1.05% | 1.17% |
| Walmart (WMT) | 1.05% | 1.16% |
| CVR Energy (CVI.US) | 1.79% | 1.11% |
| Robinhood (HOOD) | 1.05% | 1.07% |
| iShares Semiconductor ETF (SOXX) | 1.05% | 1.06% |
| Ethereum (ETH) | 1.05% | 1.04% |
| Lockheed Martin (LMT) | 1.05% | 0.98% |
| Halliburton (HAL) | 1.05% | 0.93% |
| Micron (MU) | 0.84% | 0.93% |
| Meta (META) | 0.84% | 0.91% |
| Tyson Foods (TSN) | 0.95% | 0.89% |
| Northrop Grumman (NOC) | 0.84% | 0.88% |
| Valero (VLO) | 0.95% | 0.78% |
| Coinbase (COIN) | 0.84% | 0.76% |
| STMicroelectronics (STMPA.PA) | 0.84% | 0.75% |
| Rolls-Royce (RR.L) | 0.63% | 0.75% |
| General Mills (GIS) | 0.84% | 0.75% |
| Petrobras (PBR) | 0.84% | 0.75% |
| Visa (V) | 0.63% | 0.75% |
| IIPR (IIPR) | 1.16% | 0.73% |
| Tesla (TSLA) | 0.63% | 0.71% |
| NRG Energy (NRG) | 0.63% | 0.7% |
| Cummins (CMI) | 0.63% | 0.7% |
| Chevron (CVX) | 0.74% | 0.7% |
| British American Tobacco (BTI) | 0.63% | 0.69% |
| Raytheon (RTX) | 0.63% | 0.68% |
| Altria (MO) | 0.63% | 0.67% |
| LVMH (MC.PA) | 0.63% | 0.66% |
| Boeing (BA) | 0.74% | 0.66% |
| Qualcomm (QCOM) | 0.74% | 0.64% |
| Hermes (RMS.PA) | 0.53% | 0.63% |
| ExxonMobil (XOM) | 0.63% | 0.63% |
| Sony (SONY) | 0.53% | 0.58% |
| GM (GM) | 0.53% | 0.56% |
| Bristol-Myers Squibb (BMY) | 0.53% | 0.55% |
| Barrick (B) | 0.63% | 0.54% |
| Occidental (OXY) | 0.63% | 0.53% |
| M&T Bank (MTB) | 0.53% | 0.53% |
| Ford (F) | 0.74% | 0.53% |
| Bunge (BG) | 0.63% | 0.52% |
| Enbridge (ENB) | 0.42% | 0.52% |
| Vale (VALE) | 0.84% | 0.52% |
| Illumina (ILMN) | 0.63% | 0.48% |
| ConAgra (CAG) | 0.53% | 0.48% |
| BHP (BHP) | 0.53% | 0.47% |
| Charles Schwab (SCHW) | 0.42% | 0.47% |
| KONE (KNEBV.HE) | 0.42% | 0.46% |
| Nokia (NOK) | 0.53% | 0.45% |
| Ferrari (RACE) | 0.42% | 0.43% |
| EOG Resources (EOG) | 0.42% | 0.43% |
| AT&T (T) | 0.42% | 0.42% |
| Warner Bros Discovery (WBD) | 0.67% | 0.4% |
| Bradesco (BBD) | 0.63% | 0.4% |
| International Seaways (INSW) | 0.42% | 0.38% |
| Roblox (RBLX) | 0.42% | 0.38% |
| VanEck Vectors Junior Gold Miners ETF (GDXJ) | 0.42% | 0.38% |
| DraftKings (DKNG) | 0.42% | 0.37% |
| Omega Healthcare (OHI) | 0.32% | 0.35% |
| SPDR S&P Bank ETF (KBE) | 0.32% | 0.34% |
| Unilever (UL.US) | 0.32% | 0.33% |
| Ternium (TX) | 0.42% | 0.32% |
| Azul (AZULQ) | 1.37% | 0.31% |
| Foot Locker (FL) | 0.53% | 0.3% |
| VanEck Vectors Gold Miners ETF (GDX) | 0.32% | 0.29% |
| Textron (TXT) | 0.32% | 0.29% |
| Samsung (SMSN.L) | 0.42% | 0.28% |
| MDU Resources (MDU) | 0.42% | 0.28% |
| ADM (ADM) | 0.32% | 0.25% |
| Honeywell (HON) | 0.21% | 0.24% |
| NVIDIA (NVDA) | 0.21% | 0.24% |
| Suncor (SU) | 0.21% | 0.21% |
| Medical Properties Trust (MPW) | 0.42% | 0.2% |
| Flowers Foods (FLO) | 0.21% | 0.2% |
| PepsiCo (PEP) | 0.21% | 0.19% |
| Mobileye (MBLY) | 0.21% | 0.15% |
| SMIC (00981.HK) | 0.11% | 0.14% |
| Alibaba (BABA) | 0.11% | 0.1% |