Portfolio Diversification
Range
Most Diversified
12 instruments
October 8, 2025
Least Diversified
0 instruments
November 25, 2022
Average
8.3 instruments
Most Consistent Holdings
Top 5
DIS99.62%
TSLA99.62%
META98.18%
PFE97.7%
AAPL92.62%
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) | 13.4% | 10.9% | 97.7% | - |
| Tesla (TSLA) | 12.08% | 4.78% | 99.62% | - |
| Apple (AAPL) | 12.01% | 0% | 92.62% | 8/7/2025 |
| Meta (META) | 9.61% | 4.58% | 98.18% | - |
| Disney (DIS) | 8.84% | 5.74% | 99.62% | - |
 Bitcoin (BTC) | 6.51% | 6% | 83.33% | - |
 NVIDIA (NVDA) | 5.99% | 3.03% | 61.88% | - |
 McDonald's (MCD) | 5.64% | 0% | 73.66% | 7/10/2025 |
 Qualcomm (QCOM) | 4.58% | 0% | 37.74% | 1/8/2024 |
 Lockheed Martin (LMT) | 2.76% | 0% | 21.36% | 7/17/2023 |
 Coca-Cola (KO) | 1.96% | 0% | 16.19% | 5/24/2023 |
 Darden (DRI) | 0.44% | 5.03% | 11.69% | - |
 Alibaba (9988.HK) | 0.21% | 1.9% | 11.97% | - |
 UnitedHealth (UNH) | 0.18% | 1.36% | 6.42% | - |
 Tencent (0700.HK) | 0.17% | 2.69% | 8.43% | - |
 Flex (FLEX) | 0.16% | 2.87% | 7.09% | - |
 iShares Silver Trust (SLV) | 0.02% | 2.74% | 1.25% | - |
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% |