Portfolio Diversification
Range
Most Diversified
12 instruments
October 8, 2025
Least Diversified
0 instruments
November 25, 2022
Average
8.4 instruments
Most Consistent Holdings
Top 5
DIS99.27%
TSLA99.27%
META97.89%
PFE95.42%
AAPL88.63%
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) | 13.27% | 0% | 95.42% | 11/11/2025 |
| Tesla (TSLA) | 11.79% | 6.74% | 99.27% | - |
| Apple (AAPL) | 11.49% | 0% | 88.63% | 8/7/2025 |
| Meta (META) | 9.41% | 7.15% | 97.89% | - |
| Disney (DIS) | 8.74% | 7.87% | 99.27% | - |
 Bitcoin (BTC) | 6.48% | 6.52% | 83.68% | - |
 NVIDIA (NVDA) | 5.87% | 4.71% | 63.15% | - |
 McDonald's (MCD) | 5.39% | 0% | 70.49% | 7/10/2025 |
 Qualcomm (QCOM) | 4.38% | 0% | 36.11% | 1/8/2024 |
 Lockheed Martin (LMT) | 2.65% | 0% | 20.44% | 7/17/2023 |
 Coca-Cola (KO) | 1.88% | 0% | 15.49% | 5/24/2023 |
 Darden (DRI) | 0.65% | 7.24% | 15.12% | - |
 Alibaba (9988.HK) | 0.33% | 4.68% | 15.4% | - |
 Tencent (0700.HK) | 0.31% | 4.95% | 12.01% | - |
 Flex (FLEX) | 0.27% | 3.98% | 10.72% | - |
 UnitedHealth (UNH) | 0.25% | 3.34% | 10.08% | - |
 iShares Silver Trust (SLV) | 0.05% | 0% | 3.12% | 11/11/2025 |
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% |