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Portfolio Diversification
Range
Most Diversified
58 instruments
April 25, 2025
Least Diversified
0 instruments
February 2, 2025
Average
38 instruments
Most Consistent Holdings
Top 5
TSLA99.22%
TLRY99.22%
FTCHQ99.22%
RUN99.22%
CPI.L99.15%
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 |
|---|---|---|---|---|
 ReturnInvest | 16.03% | 0% | 33.31% | 3/13/2024 |
 FundManagerZech | 5.05% | 0% | 17% | 8/11/2023 |
 EUR/USD (EURUSD) | 4.38% | 0% | 45.73% | 8/21/2024 |
 Amazon (AMZN) | 3.23% | 3.8% | 65.92% | - |
 Plains All American (PAA) | 2.05% | 2.4% | 91.77% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 1.75% | 1.93% | 65.76% | - |
 Verizon (VZ) | 1.7% | 1.71% | 78.42% | - |
 Broadcom (AVGO) | 1.63% | 3.67% | 36.1% | - |
| Tesla (TSLA) | 1.52% | 1.82% | 99.22% | - |
 NVIDIA (NVDA) | 1.51% | 3.91% | 35.79% | - |
 Ionq (IONQ) | 1.35% | 1.63% | 65.3% | - |
 AMD (AMD) | 1.35% | 3.86% | 78.11% | - |
 Vanguard S&P 500 ETF (VOO) | 1.27% | 2.17% | 37.58% | - |
 Vodafone (VOD.L) | 1.21% | 1.62% | 82.14% | - |
 ASML (ASML) | 1.19% | 3.4% | 37.34% | - |
 TSMC (TSM) | 1.15% | 2.93% | 37.34% | - |
 Corsair (CRSR) | 1.09% | 1.47% | 65.92% | - |
 Icahn Enterprises (IEP) | 1.09% | 0.66% | 81.6% | - |
 Brookfield Infrastructure (BIP) | 1.08% | 1.31% | 76.63% | - |
 Exponent (EXPO) | 1.05% | 0.71% | 81.91% | - |
 PayPal (PYPL) | 1.02% | 0.97% | 65.92% | - |
 Disney (DIS) | 0.98% | 1.01% | 65.61% | - |
 Alphabet (GOOGL) | 0.92% | 2.7% | 34.55% | - |
 VF Corp (VFC) | 0.91% | 0.85% | 81.83% | - |
 Walgreens (WBA) | 0.91% | 0% | 57.45% | 9/1/2025 |
 Volkswagen (VOW3.DE) | 0.89% | 0.96% | 54.35% | - |
 3M (MMM) | 0.89% | 0% | 53.18% | 7/8/2025 |
 Stellantis (STLA.US) | 0.84% | 0.92% | 49.92% | - |
 Meta (META) | 0.73% | 1.62% | 36.41% | - |
 ARM (ARM) | 0.69% | 2.85% | 37.34% | - |
 Samsung (SMSN.L) | 0.67% | 3.2% | 35.71% | - |
 Phoenix (SDLF.L) | 0.67% | 0% | 53.34% | 7/10/2025 |
 iShares Core S&P 500 ETF (IVV) | 0.66% | 1.72% | 36.18% | - |
 Sherwin-Williams (SHW) | 0.66% | 0% | 28.03% | 1/4/2024 |
 BASF (BAS.DE) | 0.58% | 0.79% | 58.54% | - |
 Coinbase (COIN) | 0.58% | 0% | 52.64% | 11/19/2024 |
 Intel (INTC) | 0.58% | 0% | 38.74% | 5/7/2026 |
 Foot Locker (FL) | 0.57% | 0% | 42.24% | 9/11/2025 |
 Franklin Resources (BEN) | 0.55% | 0% | 53.42% | 5/7/2026 |
 NextEra (NEE) | 0.5% | 0% | 44.88% | 10/15/2025 |
 Nu (NU) | 0.5% | 0.61% | 65.22% | - |
 Trade Desk (TTD) | 0.48% | 0% | 38.28% | 5/16/2024 |
 Juventus (JUVE.MI) | 0.47% | 0.28% | 99.15% | - |
 Adecco (ADEN.ZU) | 0.44% | 0.53% | 54.35% | - |
 Albemarle (ALB) | 0.41% | 0.41% | 81.37% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.38% | 15.31% | 2.48% | - |
 iShares 0-1 Year Treasury Bond (SHV) | 0.38% | 15.31% | 2.48% | - |
 Invesco QQQ (QQQ) | 0.35% | 0.96% | 36.18% | - |
 BHP (BHP) | 0.3% | 0% | 32.07% | 5/6/2026 |
 Realty Income (O) | 0.27% | 0.72% | 34.39% | - |
 Scotiabank (BNS) | 0.27% | 0% | 13.66% | 10/15/2025 |
 Telefonica Deutschland Holding AG (O2D.DE) | 0.26% | 0% | 18.94% | 4/16/2024 |
 Target (TGT) | 0.25% | 0.75% | 35.79% | - |
 UPS (UPS) | 0.23% | 0.62% | 35.79% | - |
 Randstad (RAND.NV) | 0.21% | 1.29% | 16.85% | - |
 NatWest (NWG) | 0.16% | 0% | 7.14% | 7/9/2025 |
 Solventum (SOLV) | 0.15% | 0.19% | 64.29% | - |
| Capita (CPI.L) | 0.14% | 0.09% | 99.15% | - |
 PDD Holdings (PDD) | 0.11% | 0% | 25.16% | 11/28/2023 |
 Barrick (B) | 0.08% | 0% | 77.72% | 10/9/2025 |
 Apple (AAPL) | 0.08% | 0% | 33.93% | 3/21/2024 |
 Brookfield (BAM) | 0.08% | 0% | 7.22% | 7/9/2025 |
 Exact Sciences (EXAS) | 0.07% | 0% | 90.45% | 3/25/2026 |
 SolarEdge (SEDG) | 0.07% | 0.12% | 65.92% | - |
 Unity (U) | 0.05% | 0.04% | 98.99% | - |
| Sunrun (RUN) | 0.04% | 0.03% | 99.22% | - |
| Tilray (TLRY) | 0.03% | 0.01% | 99.22% | - |
 Official Trump (TRUMP) | 0.03% | 0.01% | 41.46% | - |
 Ethereum (ETH) | 0.03% | 2.41% | 2.02% | - |
 IIPR (IIPR) | 0.02% | 0.42% | 5.43% | - |
 VIX Sep 23 Future (VIX.SEP) | 0.02% | 0% | 0.39% | 7/18/2023 |
| Farfetch (FTCHQ) | 0.02% | 0% | 26.94% | 12/21/2023 |
 Alphabet (GOOG) | 0.02% | 0% | 0.62% | 3/21/2024 |
 Solana (SOL) | 0.01% | 0.74% | 2.02% | - |
 Canopy Growth (CGC) | 0.01% | 0% | 59.08% | 2/11/2025 |
 SK Hynix Inc (SKHY) | 0.01% | 1.3% | 0.85% | - |
 Microsoft (MSFT) | 0.01% | 0% | 0.62% | 3/21/2024 |
 Vanguard Small-Cap ETF (VB) | 0% | 0% | 0.08% | 3/14/2024 |
 WBA US merger CVR (WBA US CVR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Broadcom (AVGO) | 2.5% | 5.04% |
| Amazon (AMZN) | 3.86% | 4.77% |
| NVIDIA (NVDA) | 2.67% | 4.58% |
| Vanguard S&P 500 ETF (VOO) | 3.34% | 3.63% |
| TSMC (TSM) | 2% | 3.45% |
| ASML (ASML) | 2.34% | 3.42% |
| Alphabet (GOOGL) | 1.67% | 3.13% |
| AMD (AMD) | 1.67% | 3.07% |
| Tesla (TSLA) | 1.68% | 2.54% |
| Ionq (IONQ) | 0.53% | 2.36% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 2.58% | 2.34% |
| Plains All American (PAA) | 1.67% | 2.08% |
| Stellantis (STLA.US) | 2.5% | 2.05% |
| Meta (META) | 1.67% | 1.96% |
| Verizon (VZ) | 1.67% | 1.89% |
| iShares Core S&P 500 ETF (IVV) | 1.67% | 1.84% |
| Samsung (SMSN.L) | 0.83% | 1.68% |
| Vodafone (VOD.L) | 1.33% | 1.65% |
| Volkswagen (VOW3.DE) | 1.67% | 1.64% |
| Intel (INTC) | 1% | 1.63% |
| Randstad (RAND.NV) | 1.67% | 1.55% |
| Disney (DIS) | 1.72% | 1.4% |
| Brookfield Infrastructure (BIP) | 1% | 1.35% |
| ARM (ARM) | 1.33% | 1.26% |
| PayPal (PYPL) | 3.8% | 1.19% |
| VF Corp (VFC) | 1.33% | 1.08% |
| Corsair (CRSR) | 4.62% | 1.04% |
| Invesco QQQ (QQQ) | 0.83% | 0.98% |
| Exponent (EXPO) | 1.33% | 0.96% |
| Franklin Resources (BEN) | 1% | 0.96% |
| BHP (BHP) | 0.83% | 0.92% |
| BASF (BAS.DE) | 1% | 0.86% |
| Nu (NU) | 0.67% | 0.83% |
| Icahn Enterprises (IEP) | 2.34% | 0.76% |
| Realty Income (O) | 0.83% | 0.74% |
| Adecco (ADEN.ZU) | 1% | 0.72% |
| UPS (UPS) | 0.67% | 0.63% |
| Target (TGT) | 0.67% | 0.62% |
| Albemarle (ALB) | 0.83% | 0.57% |
| Juventus (JUVE.MI) | 1.33% | 0.41% |
| Solventum (SOLV) | 0% | 0.23% |
| Capita (CPI.L) | 0.33% | 0.17% |
| Exact Sciences (EXAS) | 0.17% | 0.11% |
| SolarEdge (SEDG) | 0.95% | 0.08% |
| Unity (U) | 0.17% | 0.07% |
| Sunrun (RUN) | 0.17% | 0.05% |
| Official Trump (TRUMP) | 0.33% | 0.04% |
| Tilray (TLRY) | 0.17% | 0.02% |
| WBA US merger CVR (WBA US CVR) | 0% | 0% |
| Farfetch (FTCHQ) | 1.17% | 0% |
| Canopy Growth (CGC) | 0.67% | 0% |
Cash & Instruments Over Time
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