Portfolio Diversification
Range
Most Diversified
34 instruments
November 7, 2025
Least Diversified
0 instruments
October 20, 2025
Average
25 instruments
Most Consistent Holdings
Top 5
AMZN99.29%
NVDA99.29%
VRTX97.88%
SOL97.88%
NOW97.74%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 30, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 14.47% | 8.92% | 99.29% | - |
 SPDR S&P 500 ETF (SPY) | 10.58% | 14.98% | 83.88% | - |
 Broadcom (AVGO) | 6.21% | 7.59% | 89.96% | - |
 Microsoft (MSFT) | 6.18% | 3.31% | 95.47% | - |
| Amazon (AMZN) | 5.2% | 6.65% | 99.29% | - |
 Axon (AXON) | 4.84% | 4.1% | 97.17% | - |
 Meta (META) | 4.35% | 4.58% | 94.77% | - |
 Palo Alto Networks (PANW) | 4.27% | 2.25% | 90.95% | - |
 Realty Income (O) | 4.1% | 3.12% | 89.82% | - |
 Schwab US Dividend Equity ETF (SCHD) | 3.9% | 4.43% | 71% | - |
| ServiceNow (NOW) | 2.78% | 0.87% | 97.74% | - |
 Berkshire Hathaway (BRK.B) | 2.77% | 1.47% | 89.53% | - |
| Vertex (VRTX) | 2.49% | 0.77% | 97.88% | - |
 Ishares Russell 2000 ETF (IWM) | 2.28% | 2.7% | 68.88% | - |
 Altria (MO) | 2.12% | 1.48% | 78.36% | - |
 Apple (AAPL) | 2.11% | 0.89% | 97.03% | - |
 AT&T (T) | 1.94% | 1.54% | 73.41% | - |
| Solana (SOL) | 1.81% | 0.92% | 97.88% | - |
 Adobe (ADBE) | 1.66% | 0.35% | 97.31% | - |
 Robinhood Markets Inc. (HOOD) | 1.66% | 7% | 38.19% | - |
 Raytheon (RTX) | 1.5% | 1.27% | 89.82% | - |
 Mastercard (MA) | 1.47% | 1.57% | 94.63% | - |
 Vistra (VST) | 1.23% | 2.26% | 44.55% | - |
 JPMorgan (JPM) | 1.2% | 3.44% | 34.37% | - |
 Visa (V) | 1.14% | 2.14% | 41.58% | - |
 Alphabet (GOOG) | 1.06% | 4.19% | 60.25% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.88% | 1.33% | 50.92% | - |
 Vanguard S&P 500 ETF (VOO) | 0.83% | 0.75% | 76.38% | - |
 Ocugen (OCGN) | 0.5% | 0% | 8.77% | 3/4/2024 |
 Walmart (WMT) | 0.34% | 1.43% | 23.76% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.32% | 0% | 6.08% | 4/17/2024 |
 Blacksky (BKSY) | 0.27% | 0.4% | 60.11% | - |
 AMD (AMD) | 0.25% | 0.14% | 91.8% | - |
 Lockheed Martin (LMT) | 0.17% | 0.19% | 55.45% | - |
 Shopify (SHOP) | 0.07% | 2.23% | 3.96% | - |
 Alibaba (BABA) | 0.05% | 0.74% | 6.79% | - |
 Boeing (BA) | 0.02% | 0% | 0.14% | 1/9/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 6.46% | 11.79% |
| SPDR S&P 500 ETF (SPY) | 11.51% | 10.38% |
| Broadcom (AVGO) | 7.04% | 9.01% |
| Schwab US Dividend Equity ETF (SCHD) | 9.32% | 7.29% |
| Amazon (AMZN) | 6.17% | 6.18% |
| Axon (AXON) | 3.52% | 5.97% |
| Microsoft (MSFT) | 7.04% | 5.78% |
| Realty Income (O) | 7.4% | 5.69% |
| Ishares Russell 2000 ETF (IWM) | 5.87% | 4.75% |
| Palo Alto Networks (PANW) | 4.23% | 4.12% |
| Meta (META) | 3.82% | 3.79% |
| AT&T (T) | 2.93% | 2.78% |
| Altria (MO) | 2.95% | 2.67% |
| Berkshire Hathaway (BRK.B) | 2.93% | 2.65% |
| Solana (SOL) | 2.38% | 2.49% |
| Vanguard Total Stock Market ETF (VTI) | 2.95% | 2.28% |
| ServiceNow (NOW) | 1.76% | 2.15% |
| Raytheon (RTX) | 1.81% | 1.72% |
| Alphabet (GOOG) | 1.76% | 1.61% |
| Apple (AAPL) | 1.47% | 1.59% |
| Vertex (VRTX) | 1.76% | 1.36% |
| Vanguard S&P 500 ETF (VOO) | 1.49% | 1.27% |
| Adobe (ADBE) | 1.47% | 0.89% |
| Mastercard (MA) | 0.59% | 0.56% |
| Blacksky (BKSY) | 0.29% | 0.47% |
| Lockheed Martin (LMT) | 0.59% | 0.41% |
| AMD (AMD) | 0.29% | 0.16% |