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Portfolio Diversification
Range
Most Diversified
32 instruments
September 4, 2022
Least Diversified
0 instruments
February 2, 2025
Average
25.6 instruments
Most Consistent Holdings
Top 5
MSFT99.87%
QQQ93.33%
BTC93.07%
GOOG93%
VOO91.07%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 4.44% | 7.52% | 93% | - |
| Invesco QQQ (QQQ) | 4.33% | 5.2% | 93.33% | - |
| Vanguard S&P 500 ETF (VOO) | 4.32% | 0% | 91.07% | 2/5/2026 |
| Microsoft (MSFT) | 4.22% | 4.26% | 99.87% | - |
| Bitcoin (BTC) | 3.91% | 3.6% | 93.07% | - |
 Meta (META) | 3.42% | 3.6% | 73.33% | - |
 Amazon (AMZN) | 2.92% | 3.96% | 70.93% | - |
 Salesforce (CRM) | 2.84% | 0% | 76.6% | 3/28/2025 |
 Caterpillar (CAT) | 2.83% | 6.77% | 67.13% | - |
 Adobe (ADBE) | 2.71% | 0% | 71.73% | 1/13/2025 |
 JPMorgan (JPM) | 2.63% | 0% | 59.8% | 3/25/2025 |
 Visa (V) | 2.24% | 0% | 69.33% | 1/8/2025 |
 IAG (IAG.L) | 2.24% | 0% | 57.8% | 3/2/2026 |
 Mastercard (MA) | 2.16% | 3.05% | 61.07% | - |
 PepsiCo (PEP) | 1.97% | 0% | 69.67% | 1/10/2025 |
 McDonald's (MCD) | 1.84% | 0% | 62.27% | 9/16/2024 |
 NVIDIA (NVDA) | 1.82% | 0% | 54.33% | 12/18/2024 |
 Rio Tinto (RIO) | 1.75% | 0% | 54.07% | 10/3/2024 |
 TSMC (TSM) | 1.67% | 6.53% | 36.27% | - |
 Starbucks (SBUX) | 1.65% | 0% | 46.93% | 9/16/2024 |
 Apple (AAPL) | 1.61% | 0% | 49.2% | 2/26/2024 |
 Bank of America (BAC) | 1.48% | 3.47% | 41.53% | - |
 Ethereum (ETH) | 1.47% | 2.39% | 48.33% | - |
 GM (GM) | 1.43% | 4.96% | 35.87% | - |
 Credo (CRDO) | 1.38% | 5.25% | 28.4% | - |
 iShares Select Dividend ETF (DVY) | 1.31% | 0% | 36.4% | 9/21/2023 |
 Argan (AGX) | 1.29% | 0% | 26.07% | 2/5/2026 |
 UnitedHealth (UNH) | 1.16% | 0% | 35.73% | 12/20/2024 |
 Procter & Gamble (PG) | 1.14% | 0% | 38.67% | 1/8/2025 |
 Lockheed Martin (LMT) | 1.12% | 0% | 42.67% | 10/3/2024 |
 Nike (NKE) | 1.02% | 0% | 37.93% | 9/25/2023 |
 SkyWest (SKYW) | 1.01% | 0% | 23.87% | 3/2/2026 |
 Coinbase (COIN) | 1.01% | 2.67% | 28.8% | - |
 Carnival (CCL) | 1% | 0% | 27.4% | 3/2/2026 |
 Lam Research (LRCX) | 0.99% | 0% | 27.6% | 9/10/2024 |
 Brinker Intl. (EAT) | 0.98% | 3.22% | 28.47% | - |
 Realty Income (O) | 0.88% | 0% | 27% | 11/6/2023 |
 Alibaba (9988.HK) | 0.88% | 0% | 30.47% | 11/10/2023 |
 Wells Fargo (WFC) | 0.86% | 3.3% | 23.47% | - |
 PayPal (PYPL) | 0.85% | 0% | 33.27% | 2/3/2026 |
 BP (BP.L) | 0.79% | 0% | 26.4% | 5/2/2023 |
 Johnson & Johnson (JNJ) | 0.77% | 0% | 24.53% | 9/29/2023 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.76% | 0% | 23.33% | 5/2/2023 |
 Tencent (0700.HK) | 0.74% | 0% | 28.13% | 9/29/2023 |
 Vanguard Real Estate ETF (VNQ) | 0.74% | 0% | 24.73% | 2/9/2023 |
 AMD (AMD) | 0.73% | 0% | 29.07% | 5/18/2023 |
 Block Inc. (XYZ) | 0.73% | 2.17% | 28.73% | - |
 Intapp (INTA) | 0.71% | 0% | 25.93% | 2/3/2026 |
 Vale (VALE) | 0.69% | 0% | 22.07% | 2/13/2023 |
 Frontline (FRO) | 0.65% | 0% | 18.2% | 11/27/2024 |
 Arbor Realty (ABR) | 0.64% | 0% | 18.27% | 11/16/2023 |
 iShares China Large-Cap ETF (FXI) | 0.54% | 0% | 27.6% | 9/21/2023 |
 Pampa Energia (PAM) | 0.49% | 0% | 16.33% | 5/1/2023 |
 HP (HPQ) | 0.49% | 0% | 14.6% | 9/25/2023 |
 Lululemon (LULU) | 0.47% | 0% | 16.27% | 9/15/2022 |
 Coca-Cola (KO) | 0.43% | 0% | 15.67% | 9/12/2024 |
 Li Auto (LI) | 0.39% | 0% | 13.07% | 5/21/2024 |
 NextEra (NEE) | 0.37% | 0% | 14.6% | 9/25/2023 |
 SPDR Gold (GLD) | 0.35% | 0% | 13% | 1/13/2023 |
 Pfizer (PFE) | 0.34% | 0% | 21.2% | 12/14/2022 |
 ExxonMobil (XOM) | 0.32% | 0% | 9.53% | 9/16/2022 |
 American Express (AXP) | 0.23% | 0% | 7.47% | 10/9/2023 |
 Airbnb (ABNB) | 0.22% | 0% | 6.73% | 4/22/2022 |
 Boeing (BA) | 0.17% | 0% | 14.2% | 4/24/2023 |
 Roku (ROKU) | 0.17% | 0% | 7.8% | 5/4/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0.14% | 0% | 4.87% | 12/16/2024 |
 Chevron (CVX) | 0.11% | 0% | 5.07% | 5/2/2023 |
 Snapchat (SNAP) | 0.11% | 0% | 3.2% | 7/11/2023 |
 First Financial (FFIN) | 0.11% | 0% | 4.27% | 7/27/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 0.02% | 0% | 0.6% | 6/14/2022 |
 Disney (DIS) | 0.02% | 0% | 1.13% | 2/1/2022 |
 Shopify (SHOP) | 0.01% | 0% | 0.6% | 2/23/2022 |
 Confluent (CFLT) | 0.01% | 0% | 0.27% | 5/12/2023 |
 BioNTech SE (BNTX) | 0% | 0% | 0.13% | 5/10/2023 |
 Affirm (AFRM) | 0% | 0% | 0.2% | 1/31/2022 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0% | 0% | 0.47% | 3/3/2022 |
 Zoom (ZM) | 0% | 0% | 0.27% | 1/31/2022 |
 Shift Technologies Inc Class A (SFTGQ) | 0% | 0% | 0.47% | 3/3/2022 |
 Roblox (RBLX) | 0% | 0% | 0.27% | 2/28/2022 |
 Liberty Broadband (LBRDK) | 0% | 0% | 0.07% | 5/25/2023 |
 VanEck Vectors Russia ETF (RSX) | 0% | 0% | 0.07% | 2/25/2022 |
 Meituan (03690.HK) | 0% | 0% | 0.07% | 3/30/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 4.65% | 7.27% |
| Argan (AGX) | 4.2% | 6.4% |
| Credo (CRDO) | 4.1% | 6.31% |
| TSMC (TSM) | 4.14% | 5.49% |
| Caterpillar (CAT) | 3.53% | 5.18% |
| Vanguard S&P 500 ETF (VOO) | 5.22% | 5.15% |
| GM (GM) | 4.09% | 5.15% |
| Invesco QQQ (QQQ) | 4.77% | 4.99% |
| Microsoft (MSFT) | 4.66% | 4.78% |
| Bitcoin (BTC) | 4.55% | 4.17% |
| Amazon (AMZN) | 4.26% | 4.08% |
| Carnival (CCL) | 4.02% | 3.89% |
| SkyWest (SKYW) | 4.5% | 3.85% |
| Wells Fargo (WFC) | 4.11% | 3.83% |
| Bank of America (BAC) | 3.74% | 3.78% |
| Meta (META) | 4.41% | 3.47% |
| Mastercard (MA) | 3.51% | 3.26% |
| Ethereum (ETH) | 4.32% | 3.2% |
| Brinker Intl. (EAT) | 4.14% | 3.11% |
| Coinbase (COIN) | 4.02% | 2.92% |
| IAG (IAG.L) | 2.25% | 2.82% |
| Intapp (INTA) | 4.1% | 2.22% |
| Block Inc. (XYZ) | 4.01% | 2.2% |
| PayPal (PYPL) | 4.19% | 2.05% |
Cash & Instruments Over Time
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