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Portfolio Diversification
Range
Most Diversified
52 instruments
August 3, 2022
Least Diversified
0 instruments
February 2, 2025
Average
23.7 instruments
Most Consistent Holdings
Top 5
AAPL99.42%
VTI99.42%
VOO99.3%
BTC99.24%
GOOGL99.19%
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 |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 14.86% | 22.73% | 99.3% | - |
| Vanguard Morningstar Total Stock Market ETF (VTI) | 14.34% | 18.29% | 99.42% | - |
 Invesco QQQ (QQQ) | 11.89% | 18.57% | 98.02% | - |
 Vanguard Information Technology (VGT) | 10.54% | 21.56% | 54.5% | - |
| Apple (AAPL) | 5.79% | 3.72% | 99.42% | - |
 ProShares UltraPro QQQ (TQQQ) | 5.72% | 4.7% | 87.97% | - |
 Direxion Daily S&P 500 Bull 3X ETF (SPXL) | 4.05% | 7.39% | 66.12% | - |
| Alphabet (GOOGL) | 2.65% | 1.39% | 99.19% | - |
 Microsoft (MSFT) | 2.36% | 0% | 72.28% | 11/21/2025 |
| Bitcoin (BTC) | 2.3% | 1.36% | 99.24% | - |
 Realty Income (O) | 1.67% | 0% | 49.1% | 6/5/2024 |
 Berkshire Hathaway (BRK.B) | 1.61% | 0% | 45.32% | 4/1/2024 |
 McDonald's (MCD) | 1.45% | 0% | 45.96% | 4/1/2024 |
 Meta (META) | 1.39% | 0% | 65.72% | 3/10/2025 |
 Amazon (AMZN) | 1.19% | 0% | 60.43% | 2/25/2025 |
 Coca-Cola (KO) | 1.1% | 0% | 45.96% | 4/1/2024 |
 Lockheed Martin (LMT) | 0.9% | 0% | 38.93% | 2/5/2024 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.75% | 0% | 30.62% | 12/15/2023 |
 Disney (DIS) | 0.73% | 0% | 41.6% | 1/16/2024 |
 JPMorgan (JPM) | 0.66% | 0% | 45.96% | 4/1/2024 |
 PepsiCo (PEP) | 0.64% | 0% | 36.96% | 1/18/2024 |
 Johnson & Johnson (JNJ) | 0.6% | 0% | 41.72% | 1/18/2024 |
 Walmart (WMT) | 0.56% | 0% | 36.9% | 4/1/2024 |
 BlackRock (BLK) | 0.46% | 0% | 32.13% | 9/12/2024 |
 AbbVie (ABBV) | 0.46% | 0% | 43% | 4/1/2024 |
 Nike (NKE) | 0.43% | 0% | 28.99% | 12/22/2023 |
 Bank of America (BAC) | 0.38% | 0% | 38.29% | 1/18/2024 |
 Sony (SONY) | 0.32% | 0% | 30.91% | 1/18/2024 |
 Philip Morris (PM) | 0.31% | 0% | 35.74% | 1/18/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 0.31% | 0% | 14.64% | 9/22/2022 |
 Vestas (VWS.CO) | 0.29% | 0% | 19.76% | 6/28/2024 |
 Goldman Sachs (GS) | 0.25% | 0% | 41.49% | 1/18/2024 |
 State Street SPDR Dow Jones In (DIA.US) | 0.25% | 0% | 11.33% | 7/15/2022 |
 Costco (COST) | 0.23% | 0% | 31.03% | 4/1/2024 |
 Vanguard Real Estate ETF (VNQ) | 0.23% | 0% | 16.33% | 11/17/2022 |
 Porsche (P911.DE) | 0.23% | 0% | 30.51% | 4/2/2024 |
 TKO (TKO) | 0.22% | 0.14% | 75.77% | - |
 AT&T (T.US) | 0.19% | 0% | 26.03% | 7/18/2023 |
 American Express (AXP) | 0.19% | 0% | 43.23% | 4/1/2024 |
 Tesla (TSLA) | 0.17% | 0% | 12.49% | 12/27/2022 |
 SPX500 Index (Non Expiry) (SPX500) | 0.16% | 0% | 2.85% | 12/15/2022 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.16% | 0% | 12.9% | 8/19/2022 |
 Target (TGT) | 0.15% | 0% | 26.55% | 10/5/2023 |
 Ethereum (ETH) | 0.15% | 0% | 22.6% | 2/17/2023 |
 NVIDIA (NVDA) | 0.15% | 0% | 13.19% | 8/19/2022 |
 EUR/GBP (EURGBP) | 0.14% | 0% | 3.49% | 6/1/2022 |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.14% | 0% | 9.53% | 6/14/2022 |
 NZD/CAD (NZDCAD) | 0.14% | 0% | 2.73% | 10/13/2022 |
 Caterpillar (CAT) | 0.14% | 0% | 32.54% | 4/1/2024 |
 PayPal (PYPL) | 0.14% | 0% | 17.02% | 11/4/2022 |
 Alphabet (GOOG) | 0.13% | 0% | 5.81% | 4/11/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.12% | 0% | 1.98% | 2/21/2023 |
 EUR/CAD (EURCAD) | 0.11% | 0% | 1.74% | 10/19/2022 |
 Chevron (CVX.US) | 0.11% | 0% | 31.61% | 1/18/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.1% | 0% | 11.74% | 2/16/2024 |
 Altria (MO) | 0.09% | 0% | 28.3% | 1/18/2024 |
 Block Inc. (XYZ) | 0.09% | 0% | 13.19% | 8/19/2022 |
 LVMH (MC.PA) | 0.09% | 0% | 22.55% | 10/11/2023 |
 Vanguard Morningstar Value ETF (VTV) | 0.08% | 0% | 9.18% | 6/14/2022 |
 Netflix (NFLX) | 0.07% | 0% | 13.19% | 8/19/2022 |
 EUR/AUD (EURAUD) | 0.07% | 0% | 0.87% | 4/7/2022 |
 iShares US Aerospace & Defense ETF (ITA) | 0.07% | 0% | 1.34% | 4/22/2026 |
 EUR/USD (EURUSD) | 0.05% | 0% | 1.69% | 3/2/2023 |
 AUD/NZD (AUDNZD) | 0.05% | 0% | 1.05% | 9/28/2022 |
 EUR/CHF (EURCHF) | 0.05% | 0% | 1.16% | 9/28/2022 |
 CAD/JPY (CADJPY) | 0.05% | 0% | 1.05% | 1/30/2023 |
 AMD (AMD) | 0.04% | 0% | 2.67% | 2/23/2022 |
 SS SPDR S&P 500 UCITS ETF (SPY5.L) | 0.04% | 0% | 5.81% | 4/11/2022 |
 Rio Tinto (RIO) | 0.04% | 0% | 5.4% | 1/18/2024 |
 AUD/USD (AUDUSD) | 0.04% | 0% | 0.46% | 1/25/2023 |
 Eli Lilly (LLY) | 0.03% | 0% | 4.71% | 9/17/2024 |
 GBP/USD (GBPUSD) | 0.03% | 0% | 0.64% | 1/11/2023 |
 GameStop (GME) | 0.03% | 0% | 8.13% | 8/18/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.03% | 0% | 6.51% | 8/18/2022 |
 AMC (AMC) | 0.03% | 0% | 8.13% | 8/18/2022 |
 USD/JPY (USDJPY) | 0.03% | 0% | 0.52% | 11/1/2023 |
 NZD/USD (NZDUSD) | 0.02% | 0% | 0.41% | 2/24/2023 |
 ApeCoin (APE) | 0.02% | 0% | 3.08% | 5/9/2022 |
 Warner Bros Discovery (WBD) | 0.02% | 0% | 7.32% | 8/19/2022 |
 iShares Core 5-10 Year USD Bond ETF (IMTB) | 0.02% | 0% | 6.51% | 8/18/2022 |
 USD/CHF (USDCHF) | 0.02% | 0% | 0.58% | 2/28/2023 |
 EDP (EDP.LSB) | 0.02% | 0% | 5% | 7/8/2022 |
 GBP/JPY (GBPJPY) | 0.02% | 0% | 0.35% | 1/26/2023 |
 Vanguard S&P 500 Value ETF (VOOV) | 0.02% | 0% | 3.78% | 3/28/2022 |
 Marvell (MRVL) | 0.01% | 0% | 0.58% | 1/10/2022 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.01% | 0% | 2.67% | 3/28/2022 |
 USD/CAD (USDCAD) | 0.01% | 0% | 0.52% | 10/18/2022 |
 GBP/CAD (GBPCAD) | 0.01% | 0% | 0.52% | 9/18/2022 |
 Invesco DB Agriculture Fund (DBA) | 0.01% | 0% | 3.66% | 8/18/2022 |
 EUR/JPY (EURJPY) | 0.01% | 0% | 0.41% | 10/20/2022 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.01% | 0% | 3.49% | 8/18/2022 |
 NZD/JPY (NZDJPY) | 0.01% | 0% | 0.41% | 12/5/2022 |
 GBP/AUD (GBPAUD) | 0.01% | 0% | 0.29% | 7/26/2022 |
 GM (GM) | 0% | 0% | 1.05% | 1/18/2022 |
 Invesco DB Oil Fund (DBO) | 0% | 0% | 2.21% | 7/21/2022 |
 AUD/JPY (AUDJPY) | 0% | 0% | 0.17% | 12/8/2022 |
 USD/TRY (USDTRY) | 0% | 0% | 0.35% | 6/11/2025 |
 EUR/NZD (EURNZD) | 0% | 0% | 0.12% | 12/6/2022 |
 AUD/CAD (AUDCAD) | 0% | 0% | 0.06% | 5/12/2022 |
 CAD/CHF (CADCHF) | 0% | 0% | 0.06% | 2/22/2022 |
 GBP/CHF (GBPCHF) | 0% | 0% | 0.06% | 5/31/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 19.93% | 20.17% |
| Invesco QQQ (QQQ) | 21.15% | 19.41% |
| Vanguard Information Technology (VGT) | 20.34% | 19.38% |
| Vanguard Morningstar Total Stock Market ETF (VTI) | 20.14% | 18.16% |
| Direxion Daily S&P 500 Bull 3X ETF (SPXL) | 7.61% | 7.92% |
| ProShares UltraPro QQQ (TQQQ) | 6% | 7.09% |
| Apple (AAPL) | 2.62% | 3.9% |
| Bitcoin (BTC) | 0.48% | 1.92% |
| Alphabet (GOOGL) | 1.43% | 1.67% |
| TKO (TKO) | 0.12% | 0.23% |
Cash & Instruments Over Time
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