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Portfolio Diversification
Range
Most Diversified
53 instruments
July 7, 2023
Least Diversified
0 instruments
April 4, 2026
Average
44.7 instruments
Most Consistent Holdings
Top 5
META99.83%
AMZN99.83%
AXP99.83%
BAC99.83%
DIS99.83%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Intel (INTC) | 9.62% | 10.98% | 97.49% | - |
 JPMorgan (JPM) | 7.03% | 18.63% | 62.21% | - |
| Bank of America (BAC) | 6.4% | 2.98% | 99.83% | - |
| Meta (META) | 5.94% | 10.67% | 99.83% | - |
 Upstart (UPST) | 5.44% | 4.31% | 99.83% | - |
| American Express (AXP) | 5.39% | 0.87% | 99.83% | - |
 Shopify (SHOP) | 3.83% | 1.73% | 99.83% | - |
 AT&T (T) | 3.58% | 0.34% | 99.83% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 3.09% | 5.4% | 99.83% | - |
 Coca-Cola (KO) | 2.91% | 2.86% | 99.83% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 2.88% | 4.63% | 99.83% | - |
 iShares Silver Trust (SLV) | 2.69% | 10.61% | 29.52% | - |
 ARK Innovation ETF (ARKK) | 2.26% | 0.96% | 99.83% | - |
 Teladoc (TDOC) | 1.94% | 1.04% | 99.83% | - |
 iShares Global REIT ETF (REET) | 1.77% | 1.45% | 99.83% | - |
 NVIDIA (NVDA) | 1.69% | 3.07% | 53.68% | - |
 State Street SPDR S&P 500 ETF (SPY) | 1.61% | 0% | 73.24% | 6/5/2025 |
 Kraft Heinz (KHC) | 1.52% | 0.7% | 99.83% | - |
 Invesco QQQ (QQQ) | 1.45% | 0.11% | 99.75% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 1.45% | 0% | 67.14% | 3/24/2025 |
 Alphabet (GOOG) | 1.43% | 6.14% | 33.19% | - |
 Nike (NKE) | 1.4% | 0.88% | 99.83% | - |
 Apple (AAPL) | 1.38% | 0% | 61.45% | 1/15/2025 |
 WarrenBuffet-CF | 1.37% | 0% | 14.05% | 6/21/2023 |
| Amazon (AMZN) | 1.35% | 0.48% | 99.83% | - |
 Visa (V) | 1.26% | 1.19% | 99.83% | - |
 Vanguard FTSE Emerging Markets (VWO) | 1.23% | 1.48% | 85.62% | - |
 D.R. Horton (DHI) | 1.23% | 0.78% | 99.83% | - |
 Vanguard S&P 500 ETF (VOO) | 1.06% | 0.99% | 99.83% | - |
 Solana (SOL) | 0.99% | 0% | 36.29% | 3/18/2024 |
 3M (MMM) | 0.97% | 0.52% | 99.83% | - |
 Verizon (VZ) | 0.92% | 0.71% | 99.83% | - |
 Nio (NIO) | 0.91% | 0.58% | 99.83% | - |
| 0.85% | 0% | 25.5% | 4/26/2024 | |
 Alibaba (BABA) | 0.76% | 0.2% | 99.83% | - |
 Mastercard (MA) | 0.76% | 0.56% | 99.83% | - |
 Nu (NU) | 0.74% | 0% | 34.78% | 2/28/2024 |
 Nestle (NESN.ZU) | 0.63% | 0.3% | 99.83% | - |
 Coinbase (COIN) | 0.63% | 0% | 41.05% | 5/14/2024 |
 Microsoft (MSFT) | 0.59% | 0% | 77.76% | 7/29/2025 |
 Roku (ROKU) | 0.57% | 0.57% | 99.83% | - |
 iShares MSCI China ETF (MCHI) | 0.56% | 0% | 52.26% | 3/14/2025 |
 Lumen (LUMN) | 0.54% | 0% | 48.08% | 8/7/2024 |
 Vanguard Total International Bond ETF (BNDX) | 0.45% | 0% | 18.39% | 2/2/2024 |
 Starbucks (SBUX) | 0.37% | 0.56% | 57.11% | - |
 Novo-Nordisk (NVO) | 0.35% | 1.15% | 23.24% | - |
 ApeCoin (APE) | 0.34% | 0.01% | 99.83% | - |
 BNY Mellon (BK) | 0.32% | 0% | 46.15% | 7/15/2024 |
| Disney (DIS) | 0.31% | 0.21% | 99.83% | - |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.3% | 0% | 52.93% | 3/24/2025 |
 Citi (C) | 0.29% | 0% | 46.74% | 7/22/2024 |
 Warner Bros Discovery (WBD) | 0.27% | 0.36% | 99.83% | - |
 MercadoLibre (MELI) | 0.26% | 0% | 19.57% | 2/16/2024 |
 Sea (SE) | 0.26% | 0% | 63.8% | 2/12/2025 |
 DIDI (DIDIY) | 0.25% | 0% | 36.71% | 6/4/2024 |
 ASML (ASML.NV) | 0.24% | 0% | 13.21% | 3/24/2025 |
 Invesco China Technology ETF (CQQQ) | 0.21% | 0% | 40.22% | 11/5/2024 |
 Netflix (NFLX) | 0.19% | 0% | 42.14% | 5/27/2024 |
 Bitcoin (BTC) | 0.15% | 0% | 24.25% | 10/25/2023 |
 Vanguard Intermediate-Term Corp (VCIT) | 0.08% | 0% | 17.31% | 2/2/2024 |
 Global SuperDividend US ETF (DIV) | 0.07% | 0.79% | 14.46% | - |
 iShares Core High Dividend ETF (HDV) | 0.06% | 0% | 14.05% | 7/30/2025 |
 Virgin Galactic (SPCE) | 0.06% | 0% | 69.06% | 12/9/2025 |
 Domo (DOMO) | 0.05% | 0.08% | 21.99% | - |
 Casino (CO.PA) | 0.01% | 0.02% | 21.82% | - |
 eToro Group LTD (ETOR) | 0.01% | 0.1% | 6.02% | - |
 Solventum (SOLV) | 0% | 0% | 2.42% | 5/1/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| JPMorgan (JPM) | 13.45% | 16.66% |
| iShares Silver Trust (SLV) | 8.68% | 13.41% |
| Intel (INTC) | 10.12% | 9.83% |
| Meta (META) | 7.7% | 7.41% |
| Alphabet (GOOG) | 4.78% | 6.23% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 4.93% | 5.66% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 5.04% | 4.84% |
| Upstart (UPST) | 7.69% | 3.75% |
| Bank of America (BAC) | 2.6% | 3.3% |
| NVIDIA (NVDA) | 2.22% | 3.09% |
| Coca-Cola (KO) | 2.73% | 2.88% |
| Shopify (SHOP) | 1.52% | 2.24% |
| Novo-Nordisk (NVO) | 1.98% | 1.57% |
| AT&T (T) | 1.52% | 1.49% |
| Vanguard FTSE Emerging Markets (VWO) | 1.14% | 1.47% |
| Visa (V) | 1.16% | 1.44% |
| iShares Global REIT ETF (REET) | 1.54% | 1.42% |
| Nike (NKE) | 2.22% | 1.31% |
| Teladoc (TDOC) | 4.32% | 1.3% |
| American Express (AXP) | 0.9% | 1.06% |
| Vanguard S&P 500 ETF (VOO) | 0.78% | 1.04% |
| ARK Innovation ETF (ARKK) | 0.89% | 1.01% |
| Kraft Heinz (KHC) | 1.36% | 0.82% |
| D.R. Horton (DHI) | 0.87% | 0.79% |
| Verizon (VZ) | 0.8% | 0.68% |
| Mastercard (MA) | 0.52% | 0.67% |
| 3M (MMM) | 0.65% | 0.6% |
| Roku (ROKU) | 0.7% | 0.57% |
| Starbucks (SBUX) | 0.53% | 0.51% |
| Nio (NIO) | 1.63% | 0.48% |
| Amazon (AMZN) | 0.38% | 0.47% |
| Global SuperDividend US ETF (DIV) | 0.46% | 0.45% |
| Warner Bros Discovery (WBD) | 0.37% | 0.42% |
| Nestle (NESN.ZU) | 0.57% | 0.34% |
| Disney (DIS) | 0.38% | 0.24% |
| Alibaba (BABA) | 0.38% | 0.23% |
| Domo (DOMO) | 0.39% | 0.19% |
| Invesco QQQ (QQQ) | 0.1% | 0.11% |
| Casino (CO.PA) | 0.08% | 0.04% |
| ApeCoin (APE) | 1.52% | 0.03% |
| Virgin Galactic (SPCE) | 0.38% | 0% |
Cash & Instruments Over Time
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