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Portfolio Diversification
Range
Most Diversified
79 instruments
July 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
60 instruments
Most Consistent Holdings
Top 5
AAPL95.21%
MSFT95.21%
AMZN95.21%
CSCO95.21%
IBM95.21%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPX500 Index (Non Expiry) (SPX500) | 7.65% | 0% | 92.78% | 12/29/2025 |
| Apple (AAPL) | 7.37% | 11.25% | 95.21% | - |
| Microsoft (MSFT) | 6.66% | 8.57% | 95.21% | - |
 NVIDIA (NVDA) | 5.61% | 12.79% | 95.21% | - |
| Amazon (AMZN) | 4.32% | 5.55% | 95.21% | - |
 Meta (META) | 2.85% | 4.01% | 83.82% | - |
 Tesla (TSLA) | 2.62% | 3.1% | 95.21% | - |
 Alphabet (GOOGL) | 2.05% | 5.42% | 55.97% | - |
 Alphabet (GOOG) | 1.7% | 4.55% | 55.97% | - |
 Eli Lilly (LLY) | 1.42% | 2.2% | 95.01% | - |
 Bitcoin (BTC) | 1.19% | 1.06% | 82.27% | - |
 State Street SPDR S&P 500 ETF (SPY) | 1.18% | 0% | 12.95% | 10/21/2022 |
 ExxonMobil (XOM) | 1.18% | 1.66% | 95.21% | - |
 Walmart (WMT) | 1% | 2.02% | 95.21% | - |
 Costco (COST) | 0.99% | 1.44% | 95.14% | - |
 Johnson & Johnson (JNJ) | 0.8% | 1.68% | 95.21% | - |
 Procter & Gamble (PG) | 0.79% | 1.01% | 95.21% | - |
 Salesforce (CRM) | 0.76% | 0.68% | 95.21% | - |
 Merck (MRK) | 0.71% | 0.82% | 95.21% | - |
 Linde (LIN) | 0.68% | 0.66% | 95.21% | - |
 Adobe (ADBE) | 0.66% | 0.39% | 95.21% | - |
 Oracle (ORCL) | 0.65% | 0% | 88.2% | 11/26/2025 |
 AMD (AMD) | 0.63% | 0.96% | 95.21% | - |
| Cisco (CSCO) | 0.61% | 0.89% | 95.21% | - |
| IBM (IBM) | 0.56% | 0.66% | 95.21% | - |
 Thermo Fisher (TMO) | 0.54% | 0.56% | 95.21% | - |
 GE (GE) | 0.54% | 0.95% | 95.14% | - |
 Caterpillar (CAT) | 0.53% | 1% | 95.01% | - |
 Amgen (AMGN) | 0.52% | 0.56% | 95.21% | - |
 Broadcom (AVGO) | 0.49% | 0% | 49.36% | 4/11/2024 |
 Abbott (ABT) | 0.49% | 0.54% | 95.21% | - |
 ServiceNow (NOW) | 0.47% | 0.36% | 95.21% | - |
 Applied Materials (AMAT) | 0.47% | 0.8% | 95.21% | - |
 Pfizer (PFE) | 0.46% | 0.42% | 95.21% | - |
 Intuitive Surgical (ISRG) | 0.45% | 0.48% | 95.21% | - |
 ConocoPhillips (COP) | 0.45% | 0.37% | 95.14% | - |
 Qualcomm (QCOM) | 0.45% | 0.43% | 95.01% | - |
 Verizon (VZ) | 0.44% | 0.6% | 95.21% | - |
 Intel (INTC) | 0.42% | 0.54% | 95.21% | - |
 Honeywell (HON) | 0.42% | 0% | 82.81% | 9/3/2025 |
 NextEra (NEE) | 0.4% | 0.54% | 95.01% | - |
 Lowe's (LOW) | 0.39% | 0.4% | 95.21% | - |
 Danaher (DHR) | 0.39% | 0.35% | 95.21% | - |
 Chevron (CVX) | 0.38% | 0% | 47.67% | 3/14/2024 |
 PepsiCo (PEP) | 0.38% | 0% | 47.67% | 3/14/2024 |
 Union Pacific (UNP) | 0.36% | 0.43% | 95.21% | - |
 Texas Instruments (TXN) | 0.33% | 0% | 77.48% | 6/17/2025 |
 T-Mobile (TMUS) | 0.33% | 0.31% | 95.21% | - |
 Home Depot (HD) | 0.32% | 0% | 49.56% | 4/11/2024 |
 Target (TGT) | 0.31% | 0.16% | 95.21% | - |
 UPS (UPS) | 0.31% | 0.24% | 95.01% | - |
 AbbVie (ABBV) | 0.29% | 0% | 49.56% | 4/11/2024 |
 Zoetis (ZTS) | 0.26% | 0% | 82.74% | 9/3/2025 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0.26% | 9.08% | 4.52% | - |
 Medtronic (MDT.US) | 0.23% | 0% | 47.67% | 3/14/2024 |
 Coca-Cola (KO) | 0.23% | 0% | 42.62% | 12/29/2023 |
 Deere (DE) | 0.22% | 0% | 47.67% | 3/14/2024 |
 Freeport-McMoRan (FCX) | 0.21% | 0.24% | 95.14% | - |
 Starbucks (SBUX) | 0.21% | 0% | 42.62% | 12/29/2023 |
 CME Group (CME) | 0.2% | 0% | 66.42% | 1/2/2025 |
 Booking (BKNG) | 0.2% | 0% | 47.67% | 3/14/2024 |
 Boeing (BA) | 0.19% | 0% | 42.95% | 2/5/2024 |
 ADP (ADP) | 0.19% | 0% | 47.67% | 3/14/2024 |
 Mondelez (MDLZ) | 0.19% | 0% | 47.67% | 3/14/2024 |
 TJX (TJX) | 0.18% | 0% | 47.67% | 3/14/2024 |
 Gilead Sciences (GILD) | 0.18% | 0% | 47.67% | 3/14/2024 |
 Analog Devices (ADI.US) | 0.18% | 0% | 47.67% | 3/14/2024 |
 Stryker (SYK) | 0.18% | 0% | 47.67% | 3/14/2024 |
 Ford (F) | 0.18% | 0.15% | 95.21% | - |
 Marsh & McLennan (MRSH) | 0.18% | 0% | 47.67% | 3/14/2024 |
 Coinbase (COIN) | 0.16% | 0% | 34.93% | 12/29/2023 |
 Lam Research (LRCX) | 0.16% | 0% | 47.67% | 3/14/2024 |
 Bristol-Myers Squibb (BMY) | 0.15% | 0% | 47.67% | 3/14/2024 |
 AT&T (T) | 0.15% | 0% | 47.67% | 3/14/2024 |
 GE Vernova (GEV) | 0.15% | 0.61% | 46.12% | - |
 Micron (MU) | 0.15% | 0% | 47.67% | 3/14/2024 |
 CSX (CSX) | 0.15% | 0% | 47.67% | 3/14/2024 |
 BD (BDX) | 0.14% | 0% | 44.84% | 1/31/2024 |
 3M (MMM) | 0.13% | 0% | 47.67% | 3/14/2024 |
 UnitedHealth (UNH) | 0.09% | 0% | 6.95% | 4/11/2024 |
 US Bancorp (USB) | 0.06% | 0% | 23.33% | 3/13/2023 |
 Lockheed Martin (LMT) | 0.05% | 0% | 11.33% | 8/26/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.05% | 0% | 0.54% | 1/21/2022 |
 Raytheon (RTX) | 0.05% | 0% | 15.98% | 11/14/2022 |
 Nike (NKE) | 0.04% | 0% | 13.15% | 9/30/2022 |
 Terra Classic (LUNC) | 0.03% | 0% | 6.14% | 12/27/2022 |
 GE HealthCare (GEHC) | 0.03% | 0% | 23.74% | 12/29/2023 |
 GER40 Index (Non Expiry) (GER40) | 0.02% | 0% | 0.13% | 3/7/2022 |
 Official Trump (TRUMP) | 0.01% | 0.01% | 27.44% | - |
 0x (ZRX) | 0.01% | 0% | 4.79% | 8/1/2022 |
 Alcoa (AA) | 0.01% | 0% | 7.01% | 5/24/2024 |
 EUR/USD (EURUSD) | 0% | 0% | 0.07% | 4/29/2022 |
 Take-Two (TTWO) | 0% | 0% | 1.55% | 12/29/2023 |
 Atos (ATO.PA) | 0% | 0% | 1.82% | 3/19/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 7.15% | 12.78% |
| Apple (AAPL) | 10.06% | 11.47% |
| Microsoft (MSFT) | 11.6% | 9.87% |
| Amazon (AMZN) | 6.06% | 5.86% |
| Alphabet (GOOGL) | 3.34% | 5.42% |
| Alphabet (GOOG) | 2.82% | 4.56% |
| Meta (META) | 4.05% | 4% |
| Tesla (TSLA) | 1.87% | 3.41% |
| Eli Lilly (LLY) | 2.08% | 2.29% |
| Walmart (WMT) | 1.33% | 1.77% |
| Johnson & Johnson (JNJ) | 1.49% | 1.4% |
| Bitcoin (BTC) | 1.12% | 1.31% |
| ExxonMobil (XOM) | 1.56% | 1.3% |
| Costco (COST) | 1.42% | 1.21% |
| AMD (AMD) | 1.18% | 0.99% |
| Procter & Gamble (PG) | 1.4% | 0.91% |
| Salesforce (CRM) | 1.4% | 0.88% |
| GE (GE) | 0.59% | 0.88% |
| Cisco (CSCO) | 0.78% | 0.88% |
| Caterpillar (CAT) | 0.62% | 0.79% |
| IBM (IBM) | 0.66% | 0.75% |
| Merck (MRK) | 1.17% | 0.72% |
| Thermo Fisher (TMO) | 0.84% | 0.63% |
| Applied Materials (AMAT) | 0.58% | 0.59% |
| Abbott (ABT) | 0.75% | 0.59% |
| Linde (LIN) | 0.8% | 0.57% |
| Intuitive Surgical (ISRG) | 0.5% | 0.53% |
| Qualcomm (QCOM) | 0.65% | 0.53% |
| Amgen (AMGN) | 0.61% | 0.48% |
| GE Vernova (GEV) | 0% | 0.47% |
| Adobe (ADBE) | 1.05% | 0.47% |
| Verizon (VZ) | 0.65% | 0.47% |
| NextEra (NEE) | 0.47% | 0.46% |
| ServiceNow (NOW) | 0.61% | 0.44% |
| Intel (INTC) | 0.69% | 0.43% |
| Danaher (DHR) | 0.59% | 0.39% |
| Union Pacific (UNP) | 0.57% | 0.38% |
| Lowe's (LOW) | 0.49% | 0.38% |
| Pfizer (PFE) | 0.58% | 0.38% |
| ConocoPhillips (COP) | 0.49% | 0.29% |
| T-Mobile (TMUS) | 0.31% | 0.28% |
| UPS (UPS) | 0.5% | 0.24% |
| Freeport-McMoRan (FCX) | 0.22% | 0.2% |
| Ford (F) | 0.19% | 0.16% |
| Target (TGT) | 0.27% | 0.13% |
| Official Trump (TRUMP) | 0.47% | 0.02% |
Cash & Instruments Over Time
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