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Portfolio Diversification
Range
Most Diversified
49 instruments
February 22, 2025
Least Diversified
0 instruments
May 22, 2024
Average
40.5 instruments
Most Consistent Holdings
Top 5
AAPL99.69%
META99.69%
MSFT99.69%
ADBE99.69%
QQQ99.69%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 22, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Alphabet (GOOG) | 8.59% | 13.38% | 92.65% | - |
| Microsoft (MSFT) | 5.8% | 6.61% | 99.69% | - |
 ASML (ASML) | 3.94% | 7% | 77.49% | - |
| Adobe (ADBE) | 3.33% | 3.74% | 99.69% | - |
| Apple (AAPL) | 2.82% | 3.71% | 99.69% | - |
 Take-Two (TTWO) | 2.82% | 3.87% | 92.65% | - |
 Johnson & Johnson (JNJ) | 2.75% | 3.02% | 93.87% | - |
 Nike (NKE) | 2.49% | 2.4% | 94.49% | - |
 BlackRock (BLK) | 2.37% | 1.51% | 99.08% | - |
| Meta (META) | 2.36% | 2.66% | 99.69% | - |
 PepsiCo (PEP) | 2.34% | 4.23% | 69.98% | - |
 ProShares UltraPro QQQ (TQQQ) | 2.2% | 1.52% | 96.32% | - |
 McDonald's (MCD) | 2% | 2.5% | 92.34% | - |
 Tesla (TSLA) | 1.95% | 1.19% | 78.71% | - |
 Baidu (BIDU) | 1.85% | 1.96% | 92.5% | - |
 PDD Holdings (PDD) | 1.79% | 1.24% | 99.54% | - |
 Disney (DIS) | 1.73% | 2.47% | 93.72% | - |
 Alibaba (BABA) | 1.66% | 1.29% | 89.43% | - |
 NVIDIA (NVDA) | 1.62% | 1.37% | 95.87% | - |
 Occidental (OXY) | 1.49% | 2.15% | 78.87% | - |
 PUMA (PUM.DE) | 1.49% | 2.15% | 62.48% | - |
 Ares Capital (ARCC) | 1.45% | 1.96% | 99.08% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 1.42% | 0% | 14.09% | 10/11/2024 |
 TSMC (TSM) | 1.4% | 1.74% | 94.79% | - |
 Intel (INTC) | 1.33% | 1.75% | 75.8% | - |
 Pfizer (PFE) | 1.29% | 1.43% | 92.19% | - |
 MercadoLibre (MELI) | 1.18% | 2.09% | 72.28% | - |
| Invesco QQQ (QQQ) | 1.14% | 0.81% | 99.69% | - |
 ProShares UltraPro S&P 500 (UPRO) | 1.12% | 1.13% | 95.56% | - |
 Vanguard S&P 500 ETF (VOO) | 1.1% | 0.76% | 99.69% | - |
 Realty Income (O) | 1.1% | 1.81% | 69.22% | - |
 Vanguard Information Technology (VGT) | 1.1% | 0.8% | 99.08% | - |
 Samsung (SMSN.L) | 1.05% | 0% | 67.53% | 2/19/2026 |
 AMD (AMD) | 1.04% | 0.85% | 80.55% | - |
 Moderna (MRNA) | 0.96% | 1.34% | 64.47% | - |
 Visa (V) | 0.94% | 0.72% | 94.49% | - |
 Amazon (AMZN) | 0.94% | 1.04% | 77.79% | - |
 Bank of America (BAC) | 0.82% | 0.72% | 92.34% | - |
 SQM (SQM) | 0.81% | 0% | 63.86% | 8/11/2025 |
 TKO (TKO) | 0.75% | 1.22% | 61.56% | - |
 Uber (UBER) | 0.75% | 0.78% | 63.55% | - |
 Humana (HUM) | 0.68% | 0% | 56.97% | 11/4/2025 |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 0.65% | 0.65% | 84.07% | - |
 Xiaomi (1810.HK) | 0.64% | 0% | 24.96% | 11/5/2024 |
 Coca-Cola (KO) | 0.55% | 0.77% | 66.16% | - |
 Crocs (CROX) | 0.53% | 1.09% | 75.5% | - |
 Hershey (HSY) | 0.53% | 0% | 42.42% | 8/1/2025 |
 Walmart (WMT) | 0.53% | 1.19% | 58.04% | - |
 Netflix (NFLX) | 0.46% | 1.64% | 46.09% | - |
 Celsius (CELH) | 0.44% | 0% | 23.43% | 3/31/2025 |
 Gold (Non Expiry) (GOLD) | 0.34% | 0% | 3.98% | 7/31/2024 |
 Lululemon (LULU) | 0.24% | 0.57% | 42.88% | - |
 Dollar Tree (DLTR) | 0.17% | 0% | 25.42% | 5/20/2025 |
 GBP/USD (GBPUSD) | 0.13% | 0% | 12.56% | 9/24/2024 |
 USD/MXN (USDMXN) | 0.08% | 0% | 1.53% | 6/17/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.08% | 0% | 3.06% | 7/8/2024 |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 0.08% | 0% | 3.83% | 7/15/2024 |
 USD/PLN (USDPLN) | 0.05% | 0% | 1.23% | 6/14/2024 |
 USD/SEK (USDSEK) | 0.03% | 0% | 1.99% | 6/26/2024 |
 USD/JPY (USDJPY) | 0.01% | 0% | 0.61% | 6/18/2024 |
 CAD/JPY (CADJPY) | 0.01% | 0% | 0.15% | 6/4/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 9.74% | 14.17% |
| ASML (ASML) | 4.42% | 5.82% |
| Microsoft (MSFT) | 5.34% | 4.88% |
| Adobe (ADBE) | 6.56% | 4.63% |
| Take-Two (TTWO) | 3.46% | 3.95% |
| Apple (AAPL) | 3.54% | 3.94% |
| PepsiCo (PEP) | 4.46% | 3.82% |
| Meta (META) | 2.95% | 2.73% |
| Nike (NKE) | 3.68% | 2.7% |
| Johnson & Johnson (JNJ) | 2.21% | 2.61% |
| McDonald's (MCD) | 2.58% | 2.34% |
| Baidu (BIDU) | 2.03% | 2.16% |
| Ares Capital (ARCC) | 2.58% | 2.13% |
| PUMA (PUM.DE) | 3.31% | 2.12% |
| Samsung (SMSN.L) | 1.1% | 2.02% |
| BlackRock (BLK) | 1.47% | 1.71% |
| ProShares UltraPro QQQ (TQQQ) | 1.47% | 1.69% |
| Moderna (MRNA) | 2.06% | 1.66% |
| MercadoLibre (MELI) | 2.03% | 1.66% |
| Occidental (OXY) | 2.39% | 1.64% |
| Realty Income (O) | 1.84% | 1.58% |
| TSMC (TSM) | 1.1% | 1.57% |
| Intel (INTC) | 1.1% | 1.49% |
| Alibaba (BABA) | 1.36% | 1.45% |
| Disney (DIS) | 1.47% | 1.45% |
| NVIDIA (NVDA) | 1.55% | 1.44% |
| PDD Holdings (PDD) | 1.84% | 1.39% |
| Tesla (TSLA) | 1.47% | 1.36% |
| Pfizer (PFE) | 1.69% | 1.32% |
| TKO (TKO) | 1.1% | 1.26% |
| ProShares UltraPro S&P 500 (UPRO) | 0.96% | 1.22% |
| Amazon (AMZN) | 1.1% | 1.13% |
| Crocs (CROX) | 1.29% | 1.09% |
| Walmart (WMT) | 1.1% | 1.08% |
| AMD (AMD) | 0.74% | 0.95% |
| Netflix (NFLX) | 1.1% | 0.86% |
| Vanguard Information Technology (VGT) | 0.74% | 0.85% |
| Uber (UBER) | 1.1% | 0.85% |
| Invesco QQQ (QQQ) | 0.74% | 0.83% |
| Bank of America (BAC) | 0.74% | 0.82% |
| Visa (V) | 0.74% | 0.81% |
| Vanguard S&P 500 ETF (VOO) | 0.72% | 0.78% |
| Lululemon (LULU) | 0.74% | 0.7% |
| Coca-Cola (KO) | 0.74% | 0.7% |
| ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 0.74% | 0.61% |
Cash & Instruments Over Time
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