Portfolio Diversification
Range
Most Diversified
54 instruments
August 23, 2024
Least Diversified
43 instruments
July 31, 2022
Average
48.8 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 9.51% | 11.65% | 100% | - |
| Apple (AAPL) | 4.47% | 3.39% | 100% | - |
 Allianz (ALV.DE) | 3.67% | 4.3% | 80.97% | - |
 Visa (V) | 3.37% | 2.84% | 100% | - |
| Microsoft (MSFT) | 3.24% | 2.11% | 100% | - |
 Coca-Cola (KO) | 3.15% | 2.1% | 100% | - |
| Meta (META) | 2.92% | 2.88% | 100% | - |
 Xiaomi (1810.HK) | 2.8% | 3.09% | 100% | - |
 AMD (AMD) | 2.79% | 1.26% | 100% | - |
 BlackRock (BLK) | 2.68% | 2.51% | 100% | - |
 Qualcomm (QCOM) | 2.56% | 1.57% | 100% | - |
| Amazon (AMZN) | 2.52% | 1.98% | 100% | - |
 ADP (ADP) | 2.36% | 1.68% | 100% | - |
 Realty Income (O) | 2.31% | 4.02% | 100% | - |
 Johnson & Johnson (JNJ) | 2.24% | 3.62% | 100% | - |
 Adobe (ADBE) | 2.23% | 2.02% | 100% | - |
 PepsiCo (PEP) | 2.22% | 1.64% | 100% | - |
| Alphabet (GOOG) | 2.2% | 1.76% | 100% | - |
 SolarEdge (SEDG) | 2.13% | 0% | 90.61% | 12/30/2024 |
 Alibaba (BABA) | 2.1% | 3.75% | 100% | - |
 Generac (GNRC) | 1.92% | 1.92% | 100% | - |
 Amphenol (APH) | 1.85% | 1.87% | 100% | - |
 Skyworks (SWKS) | 1.7% | 1.29% | 100% | - |
 PayPal (PYPL) | 1.65% | 1.4% | 100% | - |
 Canadian Solar (CSIQ) | 1.61% | 0% | 90.61% | 12/30/2024 |
 IBM (IBM) | 1.55% | 1.37% | 100% | - |
 Masimo (MASI) | 1.55% | 1.75% | 100% | - |
 General Mills (GIS) | 1.53% | 2.97% | 69.8% | - |
 Block Inc. (XYZ) | 1.53% | 1.24% | 100% | - |
 Enphase (ENPH) | 1.3% | 0% | 78.24% | 12/30/2024 |
 Etsy (ETSY) | 1.25% | 0% | 90.61% | 12/30/2024 |
 JD.com (JD.US) | 1.18% | 1% | 100% | - |
 AGNC (AGNC) | 1.15% | 2.3% | 100% | - |
 BYD Electronic (00285.HK) | 1.13% | 1.76% | 100% | - |
 Amgen (AMGN) | 1.12% | 0.8% | 67.15% | - |
 Activision Blizzard, Inc. (ATVI) | 1.1% | 0% | 53.24% | 10/16/2023 |
 Disney (DIS) | 1.1% | 0.97% | 100% | - |
 TRON (TRX) | 1.09% | 0.7% | 100% | - |
 LVMH (MC.PA) | 0.99% | 2.95% | 48.98% | - |
 Alarm.com (ALRM) | 0.96% | 0.87% | 100% | - |
 UnitedHealth (UNH) | 0.91% | 1.3% | 55.89% | - |
 TSMC (TSM) | 0.79% | 0.87% | 100% | - |
 Cisco (CSCO) | 0.78% | 1.92% | 42.41% | - |
 BioNTech SE (BNTX) | 0.68% | 0.57% | 100% | - |
 Starbucks (SBUX) | 0.67% | 1.4% | 41.89% | - |
 Netflix (NFLX) | 0.65% | 0% | 61.77% | 1/24/2024 |
 Nio (NIO) | 0.6% | 0% | 90.61% | 12/30/2024 |
 Walmart (WMT) | 0.58% | 1.61% | 41.89% | - |
 Palantir (PLTR) | 0.54% | 0% | 65.27% | 3/6/2024 |
 Fastenal (FAST) | 0.31% | 1.87% | 20.65% | - |
 Broadcom (AVGO) | 0.29% | 1.47% | 20.65% | - |
 American Tower (AMT) | 0.26% | 1.28% | 34.73% | - |
 McDonald's (MCD) | 0.25% | 1.79% | 24.15% | - |
 Beyond (BYON) | 0.24% | 0% | 79.01% | 8/15/2024 |
 STMicroelectronics (STMMI.MI) | 0.22% | 1.35% | 20.39% | - |
 Solana (SOL) | 0.08% | 0.38% | 26.02% | - |
 The Sandbox (SAND) | 0.07% | 0% | 78.16% | 8/5/2024 |
 Jaguar Health (JAGX) | 0.04% | 0% | 35.15% | 3/13/2023 |
 Flare (FLR) | 0.01% | 0.02% | 65.61% | - |
 Rolls-Royce (RR.L) | 0% | 0% | 7.17% | 6/27/2023 |
 Songbird (SGB) | 0% | 0% | 0.68% | 1/10/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 1.57% | 8.17% |
| Allianz (ALV.DE) | 2.44% | 3.67% |
| Apple (AAPL) | 1.25% | 2.28% |
| LVMH (MC.PA) | 2.54% | 2.1% |
| Realty Income (O) | 2.31% | 1.95% |
| Meta (META) | 0.97% | 1.78% |
| Johnson & Johnson (JNJ) | 2.16% | 1.76% |
| General Mills (GIS) | 2.25% | 1.74% |
| BlackRock (BLK) | 1.07% | 1.56% |
| Alibaba (BABA) | 2.86% | 1.55% |
| Visa (V) | 1% | 1.44% |
| Generac (GNRC) | 2.12% | 1.41% |
| Adobe (ADBE) | 1.58% | 1.36% |
| Xiaomi (1810.HK) | 0.69% | 1.35% |
| AGNC (AGNC) | 1.69% | 1.34% |
| Amazon (AMZN) | 0.86% | 1.33% |
| Microsoft (MSFT) | 0.7% | 1.28% |
| BYD Electronic (00285.HK) | 0.91% | 1.23% |
| Alphabet (GOOG) | 0.95% | 1.16% |
| Skyworks (SWKS) | 2.05% | 1.08% |
| Cisco (CSCO) | 0.95% | 1.08% |
| Broadcom (AVGO) | 0.83% | 1.06% |
| Amphenol (APH) | 0.66% | 1.06% |
| PayPal (PYPL) | 2.45% | 1.04% |
| Block Inc. (XYZ) | 2.31% | 1.03% |
| Masimo (MASI) | 1.68% | 1% |
| STMicroelectronics (STMMI.MI) | 1.25% | 0.98% |
| Coca-Cola (KO) | 0.81% | 0.95% |
| Qualcomm (QCOM) | 0.87% | 0.93% |
| AMD (AMD) | 0.68% | 0.92% |
| PepsiCo (PEP) | 0.93% | 0.92% |
| ADP (ADP) | 0.62% | 0.89% |
| McDonald's (MCD) | 0.82% | 0.88% |
| Fastenal (FAST) | 0.9% | 0.87% |
| Starbucks (SBUX) | 0.93% | 0.83% |
| Walmart (WMT) | 0.51% | 0.82% |
| UnitedHealth (UNH) | 0.8% | 0.77% |
| Disney (DIS) | 1.06% | 0.68% |
| IBM (IBM) | 0.4% | 0.67% |
| TSMC (TSM) | 0.3% | 0.6% |
| American Tower (AMT) | 0.69% | 0.56% |
| Alarm.com (ALRM) | 0.9% | 0.55% |
| JD.com (JD.US) | 1.36% | 0.53% |
| Amgen (AMGN) | 0.41% | 0.4% |
| TRON (TRX) | 0.17% | 0.39% |
| BioNTech SE (BNTX) | 0.8% | 0.35% |
| Solana (SOL) | 0.24% | 0.28% |
| Flare (FLR) | 0.02% | 0.01% |
| Songbird (SGB) | 0% | 0% |