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Portfolio Diversification
Range
Most Diversified
14 instruments
March 20, 2026
Least Diversified
0 instruments
November 25, 2022
Average
8.8 instruments
Most Consistent Holdings
Top 5
TSLA98.75%
DIS98.44%
META97.81%
BTC85.69%
PFE81.39%
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) | 11.32% | 0% | 81.39% | 11/11/2025 |
| Tesla (TSLA) | 11.21% | 0% | 98.75% | 6/9/2026 |
 Apple (AAPL) | 9.81% | 0% | 75.61% | 8/7/2025 |
| Meta (META) | 9.5% | 0% | 97.81% | 6/12/2026 |
| Disney (DIS) | 9.05% | 0% | 98.44% | 6/5/2026 |
| Bitcoin (BTC) | 7.03% | 0% | 85.69% | 6/12/2026 |
 NVIDIA (NVDA) | 5.89% | 0% | 67.87% | 6/8/2026 |
 McDonald's (MCD) | 4.6% | 0% | 60.13% | 7/10/2025 |
 Qualcomm (QCOM) | 3.74% | 0% | 30.81% | 1/8/2024 |
 Lockheed Martin (LMT) | 2.26% | 0% | 17.44% | 7/17/2023 |
 Darden (DRI) | 1.81% | 0% | 26.97% | 6/9/2026 |
 Coca-Cola (KO) | 1.6% | 0% | 13.21% | 5/24/2023 |
 Tencent (0700.HK) | 1.5% | 0% | 24.55% | 6/12/2026 |
 Alibaba (9988.HK) | 1.33% | 0% | 27.44% | 6/12/2026 |
 UnitedHealth (UNH) | 0.8% | 0% | 17.98% | 4/7/2026 |
 Flex (FLEX) | 0.69% | 0% | 22.99% | 6/8/2026 |
 Woori Financial (WF) | 0.21% | 0% | 13.14% | 6/12/2026 |
 Sandisk Corp/DE (SNDK) | 0.09% | 0% | 9.93% | 6/11/2026 |
 iShares Silver Trust (SLV) | 0.08% | 0% | 4.3% | 1/30/2026 |
 Oil (Non Expiry) (OIL) | 0.01% | 0% | 0.7% | 4/14/2026 |
 Silver (Non Expiry) (SILVER) | 0% | 0% | 0.31% | 3/23/2026 |
 Abrdn Palladium ETF Trust (PALL) | 0% | 0% | 0.23% | 1/30/2026 |
 Invesco QQQ (QQQ) | 0% | 0% | 0.31% | 6/12/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Disney (DIS) | 9.32% | 9.71% |
| Darden (DRI) | 9.02% | 8.95% |
| Meta (META) | 8.63% | 8.6% |
| Bitcoin (BTC) | 9.52% | 8.51% |
| Tencent (0700.HK) | 6.5% | 6.44% |
| Tesla (TSLA) | 5.83% | 6.16% |
| Alibaba (9988.HK) | 6.39% | 5.91% |
| NVIDIA (NVDA) | 5.49% | 5.77% |
| UnitedHealth (UNH) | 4.93% | 5% |
| Flex (FLEX) | 2.69% | 2.6% |
| Woori Financial (WF) | 0.45% | 0.46% |
Cash & Instruments Over Time
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