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Portfolio Diversification
Range
Most Diversified
14 instruments
March 20, 2026
Least Diversified
0 instruments
November 25, 2022
Average
8.7 instruments
Most Consistent Holdings
Top 5
DIS99.18%
TSLA99.18%
META97.96%
BTC85.32%
PFE84.91%
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) | 11.81% | 0% | 84.91% | 11/11/2025 |
| Tesla (TSLA) | 11.34% | 3.99% | 99.18% | - |
 Apple (AAPL) | 10.23% | 0% | 78.87% | 8/7/2025 |
| Meta (META) | 9.43% | 6.31% | 97.96% | - |
| Disney (DIS) | 8.98% | 6.04% | 99.18% | - |
| Bitcoin (BTC) | 6.84% | 6.03% | 85.32% | - |
 NVIDIA (NVDA) | 6.04% | 5.49% | 67.05% | - |
 McDonald's (MCD) | 4.8% | 0% | 62.72% | 7/10/2025 |
 Qualcomm (QCOM) | 3.9% | 0% | 32.14% | 1/8/2024 |
 Lockheed Martin (LMT) | 2.35% | 0% | 18.19% | 7/17/2023 |
 Coca-Cola (KO) | 1.67% | 0% | 13.78% | 5/24/2023 |
 Darden (DRI) | 1.53% | 3.85% | 24.31% | - |
 Tencent (0700.HK) | 1.15% | 5.58% | 21.53% | - |
 Alibaba (9988.HK) | 1.02% | 3.24% | 24.55% | - |
 UnitedHealth (UNH) | 0.84% | 0% | 18.76% | 4/7/2026 |
 Flex (FLEX) | 0.69% | 1.99% | 20.39% | - |
 Woori Financial (WF) | 0.11% | 1.39% | 9.62% | - |
 iShares Silver Trust (SLV) | 0.08% | 0% | 4.49% | 1/30/2026 |
 Sandisk Corp/DE (SNDK) | 0.07% | 0.11% | 6.53% | - |
 Oil (Non Expiry) (OIL) | 0.01% | 0% | 0.73% | 4/14/2026 |
 Silver (Non Expiry) (SILVER) | 0% | 0% | 0.33% | 3/23/2026 |
 Abrdn Palladium ETF Trust (PALL) | 0% | 0% | 0.24% | 1/30/2026 |
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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