Portfolio Diversification
Range
Most Diversified
14 instruments
June 3, 2025
Least Diversified
0 instruments
September 11, 2022
Average
7.6 instruments
Most Consistent Holdings
Top 5
NVDA99.8%
PG92.02%
AAPL72.53%
TSLA69.6%
GOOG66.77%
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) | 48.84% | 26.58% | 99.8% | - |
 Vanguard S&P 500 ETF (VOO) | 26.1% | 50.29% | 63.64% | - |
 Realty Income (O) | 5.54% | 4.59% | 63.64% | - |
| Procter & Gamble (PG) | 4.63% | 1.03% | 92.02% | - |
| Tesla (TSLA) | 4.06% | 1.84% | 69.6% | - |
| Apple (AAPL) | 3.01% | 0.87% | 72.53% | - |
| Alphabet (GOOG) | 2.7% | 1.24% | 66.77% | - |
 Meta (META) | 1.42% | 4.03% | 39.09% | - |
 Invesco QQQ (QQQ) | 1.03% | 2.82% | 33.23% | - |
 Sony (SONY) | 0.74% | 0.41% | 66.77% | - |
 Lucid (LCID) | 0.54% | 0.12% | 66.77% | - |
 Raytheon (RTX) | 0.25% | 1.83% | 24.04% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.07% | 0% | 0.4% | 6/30/2023 |
 Microsoft (MSFT) | 0.06% | 3.42% | 1.82% | - |
 AMD (AMD) | 0.02% | 0.9% | 1.82% | - |
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% |