Portfolio Diversification
Range
Most Diversified
17 instruments
October 9, 2025
Least Diversified
0 instruments
September 11, 2022
Average
8.8 instruments
Most Consistent Holdings
Top 5
NVDA99.74%
PG93.15%
AAPL76.63%
TSLA74.14%
GOOG71.75%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since September 11, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 45.66% | 27.57% | 99.74% | - |
 Vanguard S&P 500 ETF (VOO) | 29.14% | 46.75% | 69.09% | - |
 Realty Income (O) | 5.23% | 3.12% | 69.09% | - |
| Procter & Gamble (PG) | 4.04% | 0.63% | 93.15% | - |
| Tesla (TSLA) | 3.69% | 1.77% | 74.14% | - |
| Apple (AAPL) | 2.98% | 3.47% | 76.63% | - |
| Alphabet (GOOG) | 2.66% | 2.98% | 71.75% | - |
 Meta (META) | 1.84% | 3.55% | 48.29% | - |
 Invesco QQQ (QQQ) | 1.23% | 2.22% | 43.32% | - |
 Sony (SONY) | 0.67% | 0.29% | 71.75% | - |
 Lucid (LCID) | 0.47% | 0.04% | 71.75% | - |
 Microsoft (MSFT) | 0.46% | 2.31% | 16.7% | - |
 Raytheon (RTX) | 0.44% | 1.52% | 35.53% | - |
 AMD (AMD) | 0.24% | 1.66% | 16.7% | - |
 Klarna Group plc (KLAR) | 0.15% | 1.56% | 8.05% | - |
 MicroStrategy (MSTR) | 0.11% | 0.53% | 11.64% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.06% | 0% | 0.34% | 6/30/2023 |
 Sony Financial Group Inc (SFGYY) | 0% | 0.01% | 5.74% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 61.02% | 54.06% |
| NVIDIA (NVDA) | 18.11% | 26.93% |
| Realty Income (O) | 5.59% | 4.44% |
| Meta (META) | 4.05% | 3.72% |
| Invesco QQQ (QQQ) | 3.38% | 2.99% |
| Tesla (TSLA) | 2.11% | 2.53% |
| Alphabet (GOOG) | 1.29% | 1.49% |
| Apple (AAPL) | 1.12% | 1.21% |
| Procter & Gamble (PG) | 1.32% | 1.19% |
| Raytheon (RTX) | 1.21% | 0.9% |
| Sony (SONY) | 0.35% | 0.37% |
| Lucid (LCID) | 0.44% | 0.17% |