Portfolio Diversification
Range
Most Diversified
32 instruments
June 17, 2025
Least Diversified
2 instruments
December 30, 2023
Average
24.1 instruments
Most Consistent Holdings
Top 5
AMZN100%
NVDA100%
VRTX98.37%
NOW98.37%
SOL98.37%
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) | 15.34% | 9.97% | 100% | - |
 SPDR S&P 500 ETF (SPY) | 10.04% | 13.98% | 82.22% | - |
 Microsoft (MSFT) | 6.59% | 4.13% | 95.76% | - |
 Broadcom (AVGO) | 6.09% | 7.04% | 89.23% | - |
| Amazon (AMZN) | 5.06% | 5.93% | 100% | - |
 Axon (AXON) | 4.92% | 5.09% | 97.88% | - |
 Palo Alto Networks (PANW) | 4.57% | 2.58% | 90.38% | - |
 Meta (META) | 4.53% | 2.86% | 94.94% | - |
 Realty Income (O) | 4.24% | 3.7% | 89.07% | - |
 Schwab US Dividend Equity ETF (SCHD) | 3.85% | 5.28% | 67.37% | - |
| ServiceNow (NOW) | 3.06% | 1.11% | 98.37% | - |
 Berkshire Hathaway (BRK.B) | 2.98% | 1.75% | 89.23% | - |
| Vertex (VRTX) | 2.76% | 0.81% | 98.37% | - |
 Apple (AAPL) | 2.31% | 0.91% | 98.21% | - |
 Ishares Russell 2000 ETF (IWM) | 2.22% | 3.01% | 64.93% | - |
 Altria (MO) | 2.21% | 2.04% | 76.67% | - |
 AT&T (T) | 1.98% | 2.11% | 70.15% | - |
| Solana (SOL) | 1.89% | 1.75% | 98.37% | - |
 Adobe (ADBE) | 1.86% | 0.41% | 98.04% | - |
 Raytheon (RTX) | 1.55% | 1.41% | 89.23% | - |
 Mastercard (MA) | 1.44% | 2.05% | 94.78% | - |
 Robinhood (HOOD) | 1.06% | 4.57% | 29.53% | - |
 Vistra (VST) | 1.01% | 3.03% | 36.87% | - |
 Visa (V) | 0.98% | 2.72% | 33.44% | - |
 JPMorgan (JPM) | 0.86% | 3.9% | 25.12% | - |
 Vanguard S&P 500 ETF (VOO) | 0.85% | 0.84% | 73.57% | - |
 Alphabet (GOOG) | 0.85% | 1.81% | 54.98% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.83% | 1.5% | 45.02% | - |
 Ocugen (OCGN) | 0.58% | 0% | 10.11% | 3/4/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.37% | 0% | 7.01% | 4/17/2024 |
 AMD (AMD) | 0.27% | 0.13% | 92.17% | - |
 Blacksky (BKSY) | 0.24% | 0.43% | 54.81% | - |
 Walmart (WMT) | 0.2% | 1.47% | 13.05% | - |
 Lockheed Martin (LMT) | 0.16% | 0.23% | 49.43% | - |
 Boeing (BA) | 0.02% | 0% | 0.16% | 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% |