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Portfolio Diversification
Range
Most Diversified
26 instruments
July 11, 2025
Least Diversified
0 instruments
October 6, 2022
Average
16.8 instruments
Most Consistent Holdings
Top 5
QQQ99.2%
AAPL88.45%
AMZN88.45%
KO88.45%
TSLA88.45%
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) | 29.69% | 8.73% | 99.2% | - |
| Tesla (TSLA) | 8.51% | 6.75% | 88.45% | - |
 Palantir (PLTR) | 8.16% | 9.89% | 75.88% | - |
 Disney (DIS) | 3.84% | 3.03% | 86.92% | - |
 BlackRock (BLK) | 3.56% | 3.33% | 82.53% | - |
| Amazon (AMZN) | 3.11% | 1.81% | 88.45% | - |
 Bank of America (BAC) | 2.58% | 2.02% | 82.46% | - |
| Apple (AAPL) | 2.45% | 2.28% | 88.45% | - |
 Johnson & Johnson (JNJ) | 2.22% | 2.31% | 84.94% | - |
 Alphabet (GOOG) | 2.08% | 1.31% | 88.38% | - |
 Siemens (SIE.DE) | 1.94% | 2.04% | 75.95% | - |
| Coca-Cola (KO) | 1.65% | 1.23% | 88.45% | - |
 iShares Core S&P 500 ETF (IVV) | 1.62% | 4.62% | 60.75% | - |
 Microsoft (MSFT) | 1.48% | 1.28% | 86.92% | - |
 Starbucks (SBUX) | 1.46% | 3.78% | 58.33% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1% | 5.3% | 39.4% | - |
 Union Pacific (UNP) | 0.65% | 1.23% | 55.7% | - |
 Meta (META) | 0.64% | 0% | 24.49% | 3/11/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.5% | 1.85% | 38.01% | - |
 NextEra (NEE) | 0.46% | 1.49% | 38.01% | - |
 Procter & Gamble (PG) | 0.31% | 1.76% | 29.24% | - |
 Home Depot (HD) | 0.3% | 1.68% | 33.7% | - |
 CNR (CNI) | 0.29% | 1.25% | 45.47% | - |
 Realty Income (O) | 0.24% | 0.9% | 39.4% | - |
 ExxonMobil (XOM) | 0.19% | 0.82% | 38.01% | - |
 PepsiCo (PEP) | 0.18% | 1.13% | 27.05% | - |
 Chevron (CVX.US) | 0.17% | 0.91% | 37.94% | - |
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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