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Portfolio Diversification
Range
Most Diversified
51 instruments
January 17, 2026
Least Diversified
0 instruments
January 2, 2023
Average
23.9 instruments
Most Consistent Holdings
Top 5
SPYD94.96%
XLK79.14%
VIG78.74%
CSCO78.66%
CVX.US78.34%
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 |
|---|---|---|---|---|
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 24.35% | 0% | 94.96% | 6/14/2026 |
| State Street Technology Select Sector SPDR ETF (XLK) | 15.08% | 14.67% | 79.14% | - |
 BigTech | 5.96% | 0% | 25.34% | 6/3/2024 |
 Apple (AAPL) | 5.9% | 2.65% | 68.19% | - |
 Amazon (AMZN) | 4.43% | 3.56% | 68.11% | - |
 Alibaba (BABA) | 2.93% | 2.33% | 59.23% | - |
 NVIDIA (NVDA) | 2.73% | 1.86% | 67.47% | - |
 Alphabet (GOOG) | 2.44% | 3.57% | 56.67% | - |
 Tesla (TSLA) | 2.29% | 0% | 76.34% | 6/14/2026 |
 Take-Two (TTWO) | 1.99% | 0.48% | 38.45% | - |
| Cisco (CSCO) | 1.97% | 0.65% | 78.66% | - |
 Pfizer (PFE) | 1.73% | 0.81% | 56.43% | - |
| Vanguard Dividend Appreciation ETF (VIG) | 1.24% | 0.46% | 78.74% | - |
 AbbVie (ABBV) | 1.12% | 0% | 77.94% | 6/14/2026 |
 AMD (AMD) | 1.09% | 0% | 27.26% | 2/6/2025 |
 Coca-Cola (KO) | 1.09% | 0% | 78.26% | 6/14/2026 |
| Chevron (CVX.US) | 0.93% | 0% | 78.34% | 6/14/2026 |
 ICBC (1398.HK) | 0.93% | 0% | 47.8% | 6/14/2026 |
 AngloGold Ashanti (AU) | 0.92% | 0% | 32.13% | 6/14/2026 |
 Barrick (B) | 0.91% | 2.83% | 32.77% | - |
 Kinross Gold (KGC) | 0.9% | 2.45% | 32.77% | - |
 Verizon (VZ) | 0.88% | 0.36% | 54.44% | - |
 Sea (SE) | 0.88% | 0% | 56.59% | 6/14/2026 |
 Newmont (NEM) | 0.85% | 0% | 32.21% | 6/14/2026 |
 Innodata (INOD) | 0.8% | 0% | 17.83% | 9/10/2025 |
 Wheaton Precious Metals (WPM) | 0.74% | 1.95% | 32.77% | - |
 B2Gold (BTG.US) | 0.72% | 1.78% | 32.77% | - |
 Agnico Eagle (AEM) | 0.72% | 0% | 31.97% | 6/14/2026 |
 Johnson & Johnson (JNJ) | 0.71% | 1.07% | 59.47% | - |
 WisdomTree Core Physical Gold (WGLD.L) | 0.66% | 0% | 32.45% | 6/14/2026 |
 UnitedHealth (UNH) | 0.63% | 3.08% | 24.3% | - |
 IWG (IWG.L) | 0.61% | 0% | 56.83% | 6/14/2026 |
 Dynatrace (DT) | 0.48% | 0% | 67.15% | 6/14/2026 |
 eToro Group LTD (ETOR) | 0.44% | 0% | 25.58% | 6/14/2026 |
 Mizuho Financial Group (MFG) | 0.44% | 1.18% | 37.81% | - |
 IBM (IBM) | 0.42% | 0.16% | 37.81% | - |
 Meta (META) | 0.4% | 0% | 37.49% | 6/14/2026 |
 MicroStrategy (MSTR) | 0.38% | 0.44% | 32.13% | - |
 Volkswagen (VOW3.DE) | 0.32% | 0% | 56.51% | 6/14/2026 |
 EVgo (EVGO) | 0.29% | 0% | 39.25% | 6/14/2026 |
 Sandisk Corp/DE (SNDK) | 0.23% | 4.36% | 11.27% | - |
 AppLovin (APP) | 0.21% | 0.44% | 37.81% | - |
 Nucor (NUE) | 0.2% | 1.1% | 26.62% | - |
 Vulcan Materials (VMC) | 0.18% | 0% | 26.06% | 6/14/2026 |
 Sanlorenzo (SL.MI) | 0.16% | 0% | 16.47% | 2/10/2025 |
 Mercedes-Benz (MBG.DE) | 0.15% | 0.43% | 27.26% | - |
 Eli Lilly (LLY) | 0.14% | 0% | 11.03% | 6/14/2026 |
 Barclays (BCS) | 0.13% | 0.51% | 27.34% | - |
 Exelixis (EXEL) | 0.13% | 0% | 39.17% | 6/14/2026 |
 Aalberts (AALB.NV) | 0.11% | 0.47% | 27.34% | - |
 Westrock (SW) | 0.11% | 0% | 26.94% | 6/14/2026 |
 easyJet (EZJ.L) | 0.1% | 0% | 26.62% | 6/14/2026 |
 ChargePoint (CHPT) | 0.1% | 0% | 3.04% | 8/5/2024 |
 Starbucks (SBUX) | 0.1% | 0% | 39.01% | 6/14/2026 |
 Salesforce (CRM) | 0.09% | 0% | 12.15% | 6/14/2026 |
 AST SpaceMobile (ASTS) | 0.04% | 0.27% | 14.79% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.03% | 0% | 0.24% | 6/28/2024 |
 ChinaA50 Index (Non Expiry) (CHINA50) | 0.01% | 0% | 0.4% | 10/7/2024 |
 Blink Charging (BLNK) | 0.01% | 0% | 0.4% | 10/2/2024 |
 Silver (Non Expiry) (SILVER) | 0.01% | 0% | 0.24% | 2/9/2024 |
 Ethereum (ETH) | 0% | 0% | 0.4% | 2/6/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street Technology Select Sector SPDR ETF (XLK) | 30.65% | 28.32% |
| Apple (AAPL) | 7.98% | 8.44% |
| Amazon (AMZN) | 3.6% | 3.82% |
| Barrick (B) | 1.9% | 3.23% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 3.79% | 3.21% |
| Alibaba (BABA) | 2.1% | 3.19% |
| Alphabet (GOOG) | 2.16% | 3.09% |
| AngloGold Ashanti (AU) | 1.9% | 2.94% |
| Kinross Gold (KGC) | 1.9% | 2.84% |
| Newmont (NEM) | 1.9% | 2.71% |
| UnitedHealth (UNH) | 2.42% | 2.63% |
| Verizon (VZ) | 3.43% | 2.58% |
| Take-Two (TTWO) | 2.68% | 2.49% |
| Wheaton Precious Metals (WPM) | 1.9% | 2.08% |
| Agnico Eagle (AEM) | 1.9% | 2.06% |
| B2Gold (BTG.US) | 1.9% | 2.01% |
| WisdomTree Core Physical Gold (WGLD.L) | 1.9% | 1.89% |
| NVIDIA (NVDA) | 1.52% | 1.78% |
| Pfizer (PFE) | 2.32% | 1.69% |
| eToro Group LTD (ETOR) | 3.02% | 1.5% |
| Cisco (CSCO) | 1.12% | 1.42% |
| Johnson & Johnson (JNJ) | 1.29% | 1.38% |
| Tesla (TSLA) | 0.95% | 1.35% |
| ICBC (1398.HK) | 1.19% | 1.21% |
| Mizuho Financial Group (MFG) | 0.95% | 0.94% |
| IBM (IBM) | 0.95% | 0.85% |
| Sea (SE) | 0.62% | 0.82% |
| Meta (META) | 1.09% | 0.78% |
| Nucor (NUE) | 0.76% | 0.71% |
| Vulcan Materials (VMC) | 0.76% | 0.64% |
| AppLovin (APP) | 0.59% | 0.63% |
| IWG (IWG.L) | 0.61% | 0.63% |
| MicroStrategy (MSTR) | 1.79% | 0.57% |
| Mercedes-Benz (MBG.DE) | 0.6% | 0.56% |
| Barclays (BCS) | 0.49% | 0.54% |
| EVgo (EVGO) | 0.7% | 0.47% |
| Vanguard Dividend Appreciation ETF (VIG) | 0.41% | 0.45% |
| AbbVie (ABBV) | 0.38% | 0.45% |
| easyJet (EZJ.L) | 0.49% | 0.37% |
| Coca-Cola (KO) | 0.38% | 0.36% |
| Aalberts (AALB.NV) | 0.49% | 0.35% |
| Westrock (SW) | 0.49% | 0.35% |
| Volkswagen (VOW3.DE) | 0.38% | 0.29% |
| Chevron (CVX.US) | 0.38% | 0.28% |
| AST SpaceMobile (ASTS) | 0.25% | 0.25% |
| Exelixis (EXEL) | 0.23% | 0.24% |
| Dynatrace (DT) | 0.38% | 0.22% |
| Starbucks (SBUX) | 0.24% | 0.15% |
Cash & Instruments Over Time
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