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Portfolio Diversification
Range
Most Diversified
12 instruments
October 8, 2025
Least Diversified
0 instruments
November 25, 2022
Average
8.5 instruments
Most Consistent Holdings
Top 5
DIS99.3%
TSLA99.3%
META97.98%
PFE91.64%
AAPL85.12%
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) | 12.74% | 0% | 91.64% | 11/11/2025 |
| Tesla (TSLA) | 11.58% | 7.01% | 99.3% | - |
| Apple (AAPL) | 11.04% | 0% | 85.12% | 8/7/2025 |
| Meta (META) | 9.36% | 9.11% | 97.98% | - |
| Disney (DIS) | 8.77% | 10.21% | 99.3% | - |
 Bitcoin (BTC) | 6.57% | 9.84% | 84.33% | - |
 NVIDIA (NVDA) | 5.86% | 6.58% | 64.61% | - |
 McDonald's (MCD) | 5.18% | 0% | 67.69% | 7/10/2025 |
 Qualcomm (QCOM) | 4.21% | 0% | 34.68% | 1/8/2024 |
 Lockheed Martin (LMT) | 2.54% | 0% | 19.63% | 7/17/2023 |
 Coca-Cola (KO) | 1.8% | 0% | 14.88% | 5/24/2023 |
 Darden (DRI) | 0.98% | 10.27% | 18.49% | - |
 Alibaba (9988.HK) | 0.55% | 7.27% | 18.75% | - |
 Tencent (0700.HK) | 0.54% | 7.09% | 15.49% | - |
 UnitedHealth (UNH) | 0.43% | 5.51% | 13.64% | - |
 Flex (FLEX) | 0.37% | 3.47% | 14.26% | - |
 iShares Silver Trust (SLV) | 0.07% | 2.54% | 4.23% | - |
 Woori Financial (WF) | 0.02% | 1.13% | 2.64% | - |
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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