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Portfolio Diversification
Range
Most Diversified
26 instruments
July 11, 2025
Least Diversified
0 instruments
October 6, 2022
Average
17.2 instruments
Most Consistent Holdings
Top 5
QQQ99.09%
AAPL88.8%
AMZN88.8%
KO88.8%
TSLA88.8%
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) | 28.78% | 8.69% | 99.09% | - |
| Tesla (TSLA) | 8.41% | 7.07% | 88.8% | - |
 Palantir (PLTR) | 8.33% | 13.65% | 76.77% | - |
 Disney (DIS) | 3.82% | 3.47% | 87.33% | - |
 BlackRock (BLK) | 3.54% | 3.22% | 83.14% | - |
| Amazon (AMZN) | 3.05% | 1.83% | 88.8% | - |
 Bank of America (BAC) | 2.55% | 1.79% | 83.07% | - |
| Apple (AAPL) | 2.43% | 2.24% | 88.8% | - |
 Johnson & Johnson (JNJ) | 2.22% | 2.29% | 85.44% | - |
 Alphabet (GOOG) | 2.04% | 1.31% | 88.73% | - |
 Siemens (SIE.DE) | 1.94% | 1.94% | 76.84% | - |
 iShares Core S&P 500 ETF (IVV) | 1.74% | 4.51% | 62.28% | - |
| Coca-Cola (KO) | 1.63% | 1.23% | 88.8% | - |
 Starbucks (SBUX) | 1.55% | 3.3% | 59.97% | - |
 Microsoft (MSFT) | 1.48% | 1.56% | 87.33% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1.19% | 5.5% | 41.85% | - |
 Union Pacific (UNP) | 0.67% | 1.06% | 57.45% | - |
 Meta (META) | 0.61% | 0% | 23.44% | 3/11/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.55% | 1.69% | 40.52% | - |
 NextEra (NEE) | 0.49% | 1.26% | 40.52% | - |
 Procter & Gamble (PG) | 0.37% | 1.81% | 32.12% | - |
 Home Depot (HD) | 0.35% | 1.6% | 36.39% | - |
 CNR (CNI) | 0.33% | 1.09% | 47.66% | - |
 Realty Income (O) | 0.27% | 1.08% | 41.85% | - |
 PepsiCo (PEP) | 0.22% | 1.37% | 30.02% | - |
 ExxonMobil (XOM) | 0.22% | 0.79% | 40.52% | - |
 Chevron (CVX.US) | 0.2% | 0.9% | 40.45% | - |
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.US) | 0.55% | 0.39% |
Cash & Instruments Over Time
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