Portfolio Diversification
Range
Most Diversified
10 instruments
June 21, 2025
Least Diversified
0 instruments
November 25, 2022
Average
8 instruments
Most Consistent Holdings
Top 5
AAPL99.78%
DIS99.68%
TSLA99.68%
META98.05%
PFE97.51%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 25, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Pfizer (PFE) | 13.21% | 13.7% | 97.51% | - |
| Apple (AAPL) | 12.63% | 17.54% | 99.78% | - |
| Tesla (TSLA) | 12.22% | 10.43% | 99.68% | - |
| Meta (META) | 10.03% | 8.95% | 98.05% | - |
| Disney (DIS) | 8.98% | 10.28% | 99.68% | - |
 Bitcoin (BTC) | 6.29% | 6.28% | 81.28% | - |
 McDonald's (MCD) | 6.21% | 8.5% | 81.39% | - |
 NVIDIA (NVDA) | 5.91% | 15.58% | 57.03% | - |
 Qualcomm (QCOM) | 5.17% | 0% | 42.64% | 1/8/2024 |
 Lockheed Martin (LMT) | 3.12% | 0% | 24.13% | 7/17/2023 |
 Coca-Cola (KO) | 2.22% | 0% | 18.29% | 5/24/2023 |
 Alibaba (9988.HK) | 0% | 0.14% | 0.65% | - |
 Darden (DRI) | 0% | 0.14% | 0.32% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Pfizer (PFE) | 16.73% | 15.03% |
| Apple (AAPL) | 11.85% | 13.28% |
| NVIDIA (NVDA) | 10.99% | 10.98% |
| Meta (META) | 9.96% | 10.27% |
| Disney (DIS) | 7.25% | 7.55% |
| McDonald's (MCD) | 6.7% | 6.6% |
| Bitcoin (BTC) | 6.18% | 5.99% |
| Tesla (TSLA) | 4.12% | 3.84% |