Portfolio Diversification
Range
Most Diversified
62 instruments
January 5, 2024
Least Diversified
24 instruments
January 14, 2023
Average
52.2 instruments
Most Consistent Holdings
Top 5
KO100%
OGZDL.L100%
AAPL99.79%
AMZN98.2%
GOOG98.1%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 9.87% | 17.95% | 94.5% | - |
 Microsoft (MSFT) | 6.23% | 0% | 96.83% | 7/31/2025 |
 Walmart (WMT) | 5.59% | 4.29% | 96.4% | - |
| Amazon (AMZN) | 5.39% | 6.18% | 98.2% | - |
 MercadoLibre (MELI) | 4.6% | 5.21% | 95.24% | - |
 AussieEconomy | 3.83% | 0% | 62.33% | 8/21/2024 |
| Alphabet (GOOG) | 3.26% | 4.48% | 98.1% | - |
 Netflix (NFLX) | 3.13% | 0% | 94.18% | 7/31/2025 |
 Atlassian (TEAM) | 2.82% | 0% | 90.79% | 6/11/2025 |
 Bitcoin (BTC) | 2.81% | 5.49% | 79.79% | - |
 Berkshire Hathaway (BRK.B) | 2.24% | 2.35% | 88.36% | - |
 Meta (META) | 2.17% | 0% | 77.88% | 7/31/2025 |
 Coinbase (COIN) | 1.81% | 1.61% | 86.56% | - |
 UnitedHealth (UNH) | 1.71% | 0% | 84.02% | 7/31/2025 |
 SPDR S&P Biotech ETF (XBI) | 1.53% | 0% | 44.13% | 2/29/2024 |
| Apple (AAPL) | 1.53% | 0.46% | 99.79% | - |
 Chevron (CVX) | 1.51% | 0% | 73.54% | 12/6/2024 |
 Ethereum (ETH) | 1.46% | 2.05% | 91.53% | - |
 Oracle (ORCL) | 1.19% | 0% | 52.49% | 6/13/2024 |
 ARK Innovation ETF (ARKK) | 1.18% | 0.41% | 84.13% | - |
 Morgan Stanley (MS) | 1.15% | 1.62% | 94.71% | - |
 Tesla (TSLA) | 1.14% | 0% | 46.35% | 4/5/2024 |
| Coca-Cola (KO) | 1.02% | 0.79% | 100% | - |
 Spotify (SPOT) | 0.96% | 0% | 64.76% | 7/31/2025 |
 AMD (AMD) | 0.94% | 0% | 40.21% | 6/18/2024 |
 Airbnb (ABNB) | 0.9% | 0% | 37.35% | 2/29/2024 |
 TSMC (TSM) | 0.89% | 1.46% | 76.93% | - |
 Vistra (VST) | 0.83% | 3.09% | 34.07% | - |
 Chipotle (CMG) | 0.79% | 0.51% | 82.33% | - |
 DeFiPortfolio | 0.76% | 1.76% | 37.78% | - |
 General Dynamics (GD) | 0.74% | 0.64% | 93.65% | - |
 Pinterest (PINS) | 0.72% | 0.87% | 81.48% | - |
 Uber (UBER) | 0.72% | 0.82% | 91.64% | - |
 Cisco (CSCO) | 0.65% | 0.71% | 85.82% | - |
 Crowdstrike (CRWD) | 0.64% | 1.33% | 42.22% | - |
 MicroStrategy (MSTR) | 0.62% | 1.58% | 42.75% | - |
 ExxonMobil (XOM) | 0.6% | 0% | 12.38% | 5/1/2023 |
 IBM (IBM) | 0.6% | 0% | 40.74% | 2/29/2024 |
 McDonald's (MCD) | 0.53% | 1.21% | 72.38% | - |
 Marvell (MRVL) | 0.52% | 0.8% | 53.97% | - |
 Alibaba (BABA) | 0.52% | 0% | 59.47% | 11/12/2024 |
 CRA (CRAI) | 0.52% | 0.95% | 50.16% | - |
 JPMorgan (JPM) | 0.5% | 0% | 36.83% | 2/29/2024 |
 Accenture (ACN) | 0.48% | 0% | 41.59% | 2/29/2024 |
 Suncor (SU) | 0.47% | 0.39% | 92.49% | - |
 Brazil Index MSCI Ishares (EWZ) | 0.46% | 0% | 50.58% | 6/13/2024 |
 Costco (COST) | 0.45% | 0% | 43.6% | 2/29/2024 |
 Caesars (CZR) | 0.44% | 0% | 91.11% | 7/31/2025 |
 Veeva (VEEV) | 0.42% | 0% | 31.96% | 1/23/2025 |
 Vertiv (VRT) | 0.39% | 1.99% | 34.18% | - |
 AI-Revolution | 0.39% | 0% | 35.98% | 2/29/2024 |
 ShoppingCart | 0.38% | 0% | 36.08% | 3/1/2024 |
 DividendGrowth | 0.35% | 0% | 16.51% | 6/9/2023 |
 Disney (DIS) | 0.35% | 0.45% | 73.02% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.34% | 0% | 10.69% | 5/8/2024 |
 Occidental (OXY) | 0.33% | 0% | 30.58% | 12/6/2024 |
 Quad (QUAD.US) | 0.32% | 0% | 44.44% | 6/13/2025 |
 Abbott (ABT) | 0.31% | 0.52% | 53.33% | - |
 Lockheed Martin (LMT) | 0.31% | 0% | 16.08% | 6/26/2023 |
 Nike (NKE) | 0.3% | 0% | 12.06% | 5/22/2023 |
 Visa (V) | 0.29% | 0.61% | 52.28% | - |
 Home Depot (HD) | 0.28% | 0.62% | 38.94% | - |
 Airbus (AIR.PA) | 0.28% | 0% | 36.61% | 3/1/2024 |
 USD/MXN (USDMXN) | 0.24% | 0% | 9.1% | 12/16/2024 |
 First BanCorp (FBP) | 0.24% | 0% | 37.35% | 2/29/2024 |
 Rogers (ROG) | 0.23% | 0% | 31.75% | 2/22/2024 |
 Zscaler (ZS) | 0.23% | 0.35% | 70.69% | - |
 e.l.f. (ELF) | 0.23% | 0% | 21.9% | 2/29/2024 |
 Constellation Brands (STZ) | 0.23% | 0.7% | 34.07% | - |
 iShares China Large-Cap ETF (FXI) | 0.22% | 0% | 9.84% | 6/13/2024 |
 Momentum-Juul | 0.21% | 0.61% | 34.5% | - |
 ON Semiconductor (ON) | 0.21% | 0% | 57.57% | 8/6/2025 |
 NXP (NXPI) | 0.18% | 0.7% | 26.46% | - |
 RenewableEnergy | 0.18% | 0% | 23.28% | 12/4/2023 |
 Etsy (ETSY) | 0.17% | 0% | 31.01% | 2/22/2024 |
 ASML (ASML) | 0.17% | 0% | 16.3% | 12/20/2024 |
 Bank of America (BAC) | 0.15% | 0.16% | 87.3% | - |
 Wells Fargo (WFC) | 0.13% | 0% | 36.61% | 2/29/2024 |
 celesh | 0.12% | 0% | 4.66% | 8/10/2023 |
 Scorpio Tankers (STNG) | 0.12% | 0% | 13.65% | 12/6/2024 |
 Russell 2000 Index (Non Expiry) (RTY) | 0.1% | 0% | 5.5% | 9/3/2024 |
 LVMH (MC.PA) | 0.1% | 0% | 23.81% | 10/11/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.1% | 0% | 3.07% | 6/13/2023 |
 ServiceNow (NOW) | 0.1% | 0.47% | 17.57% | - |
 Maker (MKR) | 0.1% | 0% | 9.1% | 6/9/2023 |
 Eli Lilly (LLY) | 0.1% | 0.19% | 35.34% | - |
 iShares MSCI India ETF (INDA) | 0.1% | 1.49% | 6.03% | - |
 ISHARES MSCI INDIA SMALL-CAP (SMIN.US) | 0.09% | 1.43% | 6.03% | - |
 Orion Group (ORN) | 0.09% | 0% | 16.08% | 9/24/2024 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.09% | 0% | 29.1% | 2/4/2025 |
 Workday (WDAY) | 0.09% | 0.21% | 31.85% | - |
 NextEra (NEE) | 0.09% | 0% | 24.44% | 6/12/2024 |
| Gazprom OAO-ADR (OGZDL.L) | 0.08% | 0.05% | 100% | - |
 Moderna (MRNA) | 0.08% | 0% | 4.23% | 3/7/2023 |
 Bilibili (BILI) | 0.07% | 0% | 6.88% | 3/9/2023 |
 CECO (CECO) | 0.07% | 0% | 8.89% | 6/13/2024 |
 Quicklogic (QUIK) | 0.07% | 0% | 22.01% | 11/20/2024 |
 Tencent (0700.HK) | 0.07% | 0% | 3.39% | 3/10/2023 |
 Frontline (FRO) | 0.06% | 0% | 17.35% | 12/6/2024 |
 Rivian (RIVN) | 0.06% | 0% | 4.97% | 3/7/2023 |
 DJ30 Index (Non Expiry) (DJ30) | 0.06% | 0% | 1.27% | 2/28/2023 |
 Lithium Americas (LAC) | 0.05% | 0% | 15.24% | 10/11/2023 |
 Micron (MU) | 0.05% | 0% | 18.1% | 12/10/2024 |
 Okta (OKTA) | 0.05% | 0% | 13.65% | 2/29/2024 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.05% | 0% | 30.37% | 1/29/2024 |
 Gold (Non Expiry) (GOLD) | 0.05% | 0% | 0.63% | 5/7/2024 |
 Alibaba (9988.HK) | 0.04% | 0% | 5.08% | 3/10/2023 |
 Meituan (03690.HK) | 0.04% | 0% | 5.08% | 3/10/2023 |
 CMB (3968.HK) | 0.03% | 0% | 7.09% | 3/10/2023 |
 Lennar (LEN) | 0.03% | 0% | 24.34% | 2/29/2024 |
 iShares Ethereum Trust ETF (ETHA.US) | 0.03% | 0% | 11.53% | 11/12/2024 |
 Ishares Nasdaq Biotechnology (IBB) | 0.03% | 0.03% | 82.33% | - |
 Beyond Meat (BYND) | 0.03% | 0% | 5.71% | 10/12/2023 |
 Volkswagen (VOW3.DE) | 0.02% | 0% | 17.57% | 12/5/2024 |
 eToro Group LTD (ETOR) | 0.02% | 0.25% | 6.67% | - |
 Natural Gas (Non Expiry) (NATGAS) | 0.02% | 0% | 0.95% | 4/17/2023 |
 HKG50 Index (Non Expiry) (HKG50) | 0.02% | 0% | 0.95% | 4/6/2023 |
 UK100 Index (Non Expiry) (UK100) | 0.02% | 0% | 0.63% | 4/24/2023 |
 Alexebi | 0.02% | 0% | 2.33% | 1/23/2023 |
 AudioCodes (AUDC.US) | 0.01% | 0% | 8.89% | 6/13/2024 |
 Pfizer (PFE) | 0.01% | 0% | 2.86% | 3/9/2023 |
 Oil (Non Expiry) (OIL) | 0.01% | 0% | 1.59% | 9/18/2024 |
 ACM Research (ACMR) | 0.01% | 0% | 2.43% | 2/29/2024 |
 Macy's (M) | 0.01% | 0% | 37.88% | 12/6/2024 |
 Shell (SHEL) | 0.01% | 0% | 12.49% | 5/2/2023 |
 Rio Tinto (RIO) | 0.01% | 0% | 0.63% | 4/24/2023 |
 Sugar (Expiring Future) (SUGAR.FUT) | 0.01% | 0% | 0.63% | 4/18/2023 |
 XRP (XRP) | 0.01% | 0.03% | 19.15% | - |
 Ondo Finance (ONDO) | 0% | 0.02% | 24.34% | - |
 NVIDIA (NVDA.EXT) | 0% | 0% | 0.21% | 11/21/2024 |
 Solana (SOL) | 0% | 0% | 6.67% | 2/29/2024 |
 Futu (FUTU) | 0% | 0.05% | 7.2% | - |
 Lemonade (LMND) | 0% | 0% | 2.43% | 4/24/2023 |
 Lithium Americas Argentina C (LAR) | 0% | 0% | 0.74% | 10/11/2023 |
 GameStop (GME) | 0% | 0% | 3.39% | 4/24/2023 |
 MicroStrategy Incorporated (MSTR.EXT) | 0% | 0% | 0.11% | 11/27/2024 |
 Carvana (CVNA) | 0% | 0% | 0.42% | 6/13/2023 |
 FRA40 Index (Non Expiry) (FRA40) | 0% | 0% | 0.11% | 4/25/2023 |
 Snapchat (SNAP) | 0% | 0% | 0.21% | 3/9/2023 |
 Sirius XM (SIRI) | 0% | 0% | 5.71% | 12/16/2024 |
 Bed Bath & Beyond Inc (BBBYQ) | 0% | 0% | 0.11% | 3/31/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 15.81% | 15.54% |
| Microsoft (MSFT) | 8.31% | 7.45% |
| Amazon (AMZN) | 6.56% | 7.37% |
| Alphabet (GOOG) | 4.61% | 5.03% |
| Bitcoin (BTC) | 5.61% | 5.01% |
| MercadoLibre (MELI) | 3.69% | 4.53% |
| Walmart (WMT) | 3.39% | 4.5% |
| Netflix (NFLX) | 3.14% | 4.28% |
| Atlassian (TEAM) | 2.89% | 3.94% |
| Meta (META) | 3.27% | 3.57% |
| Berkshire Hathaway (BRK.B) | 2.73% | 2.72% |
| UnitedHealth (UNH) | 3.23% | 2.63% |
| Vistra (VST) | 2.32% | 2.3% |
| DeFiPortfolio | 2.68% | 2.05% |
| Ethereum (ETH) | 2.15% | 1.74% |
| Morgan Stanley (MS) | 1.41% | 1.66% |
| Spotify (SPOT) | 1.24% | 1.61% |
| Coinbase (COIN) | 2.01% | 1.49% |
| TSMC (TSM) | 1.43% | 1.42% |
| McDonald's (MCD) | 1.58% | 1.41% |
| MicroStrategy (MSTR) | 2.05% | 1.39% |
| Marvell (MRVL) | 0.86% | 1.33% |
| Veeva (VEEV) | 1.48% | 1.26% |
| Crowdstrike (CRWD) | 1.13% | 1.25% |
| CRA (CRAI) | 1.08% | 1.12% |
| Vertiv (VRT) | 1.22% | 1.01% |
| Chipotle (CMG) | 0.97% | 0.87% |
| Pinterest (PINS) | 1.05% | 0.87% |
| Quad (QUAD.US) | 0.61% | 0.83% |
| Coca-Cola (KO) | 0.89% | 0.83% |
| Home Depot (HD) | 0.74% | 0.73% |
| Cisco (CSCO) | 0.64% | 0.71% |
| General Dynamics (GD) | 0.78% | 0.65% |
| Uber (UBER) | 0.85% | 0.65% |
| Momentum-Juul | 0.67% | 0.61% |
| Apple (AAPL) | 0.49% | 0.6% |
| Caesars (CZR) | 0.79% | 0.56% |
| Abbott (ABT) | 0.59% | 0.54% |
| Disney (DIS) | 0.64% | 0.53% |
| NXP (NXPI) | 0.59% | 0.5% |
| Suncor (SU) | 0.39% | 0.43% |
| ARK Innovation ETF (ARKK) | 0.32% | 0.36% |
| Constellation Brands (STZ) | 0.44% | 0.35% |
| ON Semiconductor (ON) | 0.47% | 0.34% |
| Workday (WDAY) | 0.32% | 0.31% |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 0.33% | 0.3% |
| Eli Lilly (LLY) | 0.36% | 0.27% |
| Zscaler (ZS) | 0.27% | 0.25% |
| Bank of America (BAC) | 0.12% | 0.18% |
| Gazprom OAO-ADR (OGZDL.L) | 0.75% | 0.06% |
| Ishares Nasdaq Biotechnology (IBB) | 0.03% | 0.03% |
| Ondo Finance (ONDO) | 0.01% | 0.01% |