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Portfolio Diversification
Range
Most Diversified
17 instruments
October 9, 2025
Least Diversified
0 instruments
September 11, 2022
Average
9.6 instruments
Most Consistent Holdings
Top 5
NVDA99.69%
PG93.7%
AAPL78.68%
TSLA76.42%
GOOG74.24%
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) | 44.47% | 40.71% | 99.69% | - |
 Vanguard S&P 500 ETF (VOO) | 30.02% | 26.31% | 71.83% | - |
 Realty Income (O) | 5.09% | 4.69% | 71.83% | - |
| Procter & Gamble (PG) | 3.74% | 0.87% | 93.7% | - |
| Tesla (TSLA) | 3.52% | 1.84% | 76.42% | - |
| Apple (AAPL) | 3.04% | 4.42% | 78.68% | - |
| Alphabet (GOOG) | 2.72% | 4.13% | 74.24% | - |
 Meta (META) | 2.03% | 4.73% | 52.92% | - |
 Invesco QQQ (QQQ) | 1.35% | 3.01% | 48.4% | - |
 Sony (SONY) | 0.64% | 0.31% | 74.24% | - |
 Microsoft (MSFT) | 0.63% | 2.44% | 24.2% | - |
 Raytheon (RTX) | 0.58% | 2.34% | 41.32% | - |
 Lucid (LCID) | 0.43% | 0.04% | 74.24% | - |
 AMD (AMD) | 0.39% | 2.63% | 24.2% | - |
 Klarna Group plc (KLAR) | 0.24% | 0.89% | 16.34% | - |
 MicroStrategy (MSTR) | 0.14% | 0.53% | 19.61% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.05% | 0% | 0.31% | 6/30/2023 |
 Sony Financial Group Inc (SFGYY) | 0% | 0.01% | 14.24% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 46.31% | 45.92% |
| NVIDIA (NVDA) | 26.7% | 28.87% |
| Meta (META) | 3.86% | 3.57% |
| Apple (AAPL) | 3.16% | 3.33% |
| Realty Income (O) | 3.59% | 3% |
| Alphabet (GOOG) | 1.8% | 2.96% |
| Microsoft (MSFT) | 2.71% | 2.29% |
| Invesco QQQ (QQQ) | 2.06% | 2.18% |
| Tesla (TSLA) | 1.28% | 1.71% |
| AMD (AMD) | 1.35% | 1.65% |
| Raytheon (RTX) | 1.35% | 1.53% |
| Klarna Group plc (KLAR) | 2.86% | 1.43% |
| Procter & Gamble (PG) | 0.81% | 0.62% |
| MicroStrategy (MSTR) | 1.47% | 0.45% |
| Sony (SONY) | 0.22% | 0.27% |
| Lucid (LCID) | 0.27% | 0.04% |
| Sony Financial Group Inc (SFGYY) | 0% | 0.01% |
Cash & Instruments Over Time
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