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Portfolio Diversification
Range
Most Diversified
26 instruments
July 11, 2025
Least Diversified
0 instruments
October 6, 2022
Average
15.6 instruments
Most Consistent Holdings
Top 5
QQQ99.75%
AAPL87.34%
GOOG87.34%
AMZN87.34%
KO87.34%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since October 6, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Invesco QQQ (QQQ) | 33.08% | 7.59% | 99.75% | - |
 Tesla (TSLA) | 8.71% | 7.96% | 87.34% | - |
 Palantir (PLTR) | 7.82% | 13.12% | 72.83% | - |
 Disney (DIS) | 4.03% | 2.44% | 85.57% | - |
 BlackRock (BLK) | 3.64% | 3.1% | 80.51% | - |
| Amazon (AMZN) | 3.34% | 1.53% | 87.34% | - |
 Bank of America (BAC) | 2.72% | 1.72% | 80.51% | - |
| Apple (AAPL) | 2.54% | 1.74% | 87.34% | - |
 Johnson & Johnson (JNJ) | 2.24% | 1.98% | 83.29% | - |
| Alphabet (GOOG) | 2.21% | 1.27% | 87.34% | - |
 Siemens (SIE.DE) | 1.96% | 1.95% | 72.91% | - |
| Coca-Cola (KO) | 1.74% | 0.89% | 87.34% | - |
 Microsoft (MSFT) | 1.57% | 0.63% | 85.57% | - |
 iShares Core S&P 500 ETF (IVV) | 1.28% | 3.46% | 55.36% | - |
 Starbucks (SBUX) | 1.17% | 3.07% | 52.57% | - |
 Meta (META) | 0.74% | 0% | 28.27% | 3/11/2024 |
 Union Pacific (UNP) | 0.58% | 0.94% | 49.54% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.49% | 3.77% | 30.72% | - |
 Ishares Russell 2000 ETF (IWM) | 0.32% | 1.66% | 29.11% | - |
 NextEra (NEE) | 0.3% | 1.41% | 29.11% | - |
 CNR (CNI) | 0.18% | 0.96% | 37.72% | - |
 Home Depot (HD) | 0.16% | 1.23% | 24.14% | - |
 Realty Income (O) | 0.14% | 0.86% | 30.72% | - |
 Procter & Gamble (PG) | 0.14% | 1.35% | 18.99% | - |
 ExxonMobil (XOM) | 0.11% | 0.7% | 29.11% | - |
 Chevron (CVX) | 0.09% | 0.43% | 29.11% | - |
 PepsiCo (PEP) | 0.07% | 0.82% | 16.46% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Palantir (PLTR) | 2.1% | 13.83% |
| Tesla (TSLA) | 5.2% | 8.49% |
| Invesco QQQ (QQQ) | 4.94% | 7.63% |
| Schwab US Dividend Equity ETF (SCHD) | 4.64% | 3.39% |
| iShares Core S&P 500 ETF (IVV) | 4.03% | 3.27% |
| BlackRock (BLK) | 2.97% | 2.98% |
| Starbucks (SBUX) | 3.55% | 2.58% |
| Disney (DIS) | 2.73% | 2.51% |
| Apple (AAPL) | 1.71% | 1.91% |
| Johnson & Johnson (JNJ) | 1.91% | 1.87% |
| Siemens (SIE.DE) | 1.61% | 1.81% |
| Bank of America (BAC) | 1.41% | 1.8% |
| Ishares Russell 2000 ETF (IWM) | 1.91% | 1.55% |
| Amazon (AMZN) | 1.02% | 1.52% |
| NextEra (NEE) | 1.64% | 1.35% |
| Alphabet (GOOG) | 0.55% | 1.24% |
| Procter & Gamble (PG) | 1.64% | 1.11% |
| Union Pacific (UNP) | 1.37% | 0.97% |
| Home Depot (HD) | 1.37% | 0.94% |
| Coca-Cola (KO) | 1.06% | 0.87% |
| CNR (CNI) | 1.09% | 0.78% |
| Realty Income (O) | 1.09% | 0.78% |
| Microsoft (MSFT) | 0.57% | 0.66% |
| ExxonMobil (XOM) | 0.82% | 0.64% |
| PepsiCo (PEP) | 0.82% | 0.6% |
| Chevron (CVX) | 0.55% | 0.39% |
Cash & Instruments Over Time
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