Portfolio Diversification
Range
Most Diversified
11 instruments
August 15, 2025
Least Diversified
0 instruments
November 25, 2022
Average
8.2 instruments
Most Consistent Holdings
Top 5
DIS99.7%
TSLA99.7%
META98.2%
PFE97.7%
AAPL96.89%
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) | 13.34% | 16.51% | 97.7% | - |
| Apple (AAPL) | 12.57% | 0% | 96.89% | 8/7/2025 |
| Tesla (TSLA) | 12.21% | 15.56% | 99.7% | - |
| Meta (META) | 9.8% | 5.58% | 98.2% | - |
| Disney (DIS) | 8.91% | 8.25% | 99.7% | - |
 Bitcoin (BTC) | 6.42% | 8.97% | 82.67% | - |
 NVIDIA (NVDA) | 6.09% | 3.44% | 60.22% | - |
 McDonald's (MCD) | 5.9% | 0% | 77.05% | 7/10/2025 |
 Qualcomm (QCOM) | 4.79% | 0% | 39.48% | 1/8/2024 |
 Lockheed Martin (LMT) | 2.89% | 0% | 22.34% | 7/17/2023 |
 Coca-Cola (KO) | 2.05% | 0% | 16.93% | 5/24/2023 |
 Darden (DRI) | 0.21% | 5.48% | 7.72% | - |
 Alibaba (9988.HK) | 0.14% | 2.74% | 8.02% | - |
 UnitedHealth (UNH) | 0.06% | 2.85% | 2.2% | - |
 Tencent (0700.HK) | 0.05% | 2.19% | 4.31% | - |
 Flex (FLEX) | 0.04% | 2.3% | 2.91% | - |
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% |