Portfolio Diversification
Range
Most Diversified
26 instruments
July 11, 2025
Least Diversified
0 instruments
October 6, 2022
Average
15.1 instruments
Most Consistent Holdings
Top 5
QQQ99.74%
AAPL86.78%
GOOG86.78%
AMZN86.78%
KO86.78%
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) | 34.2% | 7.78% | 99.74% | - |
 Tesla (TSLA) | 8.72% | 8.23% | 86.78% | - |
 Palantir (PLTR) | 7.55% | 13.23% | 71.63% | - |
 Disney (DIS) | 4.1% | 2.38% | 84.93% | - |
 BlackRock (BLK) | 3.67% | 2.94% | 79.65% | - |
| Amazon (AMZN) | 3.42% | 1.56% | 86.78% | - |
 Bank of America (BAC) | 2.76% | 1.77% | 79.65% | - |
| Apple (AAPL) | 2.56% | 2.02% | 86.78% | - |
 Johnson & Johnson (JNJ) | 2.26% | 1.88% | 82.56% | - |
| Alphabet (GOOG) | 2.25% | 1.26% | 86.78% | - |
 Siemens (SIE.DE) | 1.96% | 1.73% | 71.72% | - |
| Coca-Cola (KO) | 1.78% | 0.91% | 86.78% | - |
 Microsoft (MSFT) | 1.61% | 0.68% | 84.93% | - |
 iShares Core S&P 500 ETF (IVV) | 1.19% | 3.11% | 53.39% | - |
 Starbucks (SBUX) | 1.1% | 2.43% | 50.48% | - |
 Meta (META) | 0.77% | 0% | 29.52% | 3/11/2024 |
 Union Pacific (UNP) | 0.57% | 0.98% | 47.31% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.36% | 3.25% | 27.67% | - |
 Ishares Russell 2000 ETF (IWM) | 0.27% | 1.57% | 25.99% | - |
 NextEra (NEE) | 0.26% | 1.44% | 25.99% | - |
 CNR (CNI) | 0.15% | 0.76% | 34.98% | - |
 Home Depot (HD) | 0.12% | 0.78% | 20.79% | - |
 Realty Income (O) | 0.11% | 0.8% | 27.67% | - |
 Procter & Gamble (PG) | 0.1% | 0.94% | 15.42% | - |
 ExxonMobil (XOM) | 0.08% | 0.63% | 25.99% | - |
 Chevron (CVX) | 0.08% | 0.4% | 25.99% | - |
 PepsiCo (PEP) | 0.05% | 0.43% | 12.78% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Palantir (PLTR) | 2.86% | 9.41% |
| Tesla (TSLA) | 5.63% | 9.21% |
| Invesco QQQ (QQQ) | 5.36% | 7.66% |
| BlackRock (BLK) | 2.63% | 2.91% |
| Disney (DIS) | 2.67% | 2.66% |
| Apple (AAPL) | 1.56% | 1.86% |
| Amazon (AMZN) | 1.11% | 1.74% |
| Siemens (SIE.DE) | 1.74% | 1.67% |
| Bank of America (BAC) | 1.23% | 1.52% |
| Starbucks (SBUX) | 1.48% | 1.39% |
| Johnson & Johnson (JNJ) | 1.78% | 1.34% |
| iShares Core S&P 500 ETF (IVV) | 1.41% | 1.28% |
| Union Pacific (UNP) | 1.19% | 0.92% |
| Alphabet (GOOG) | 0.59% | 0.91% |
| Coca-Cola (KO) | 0.85% | 0.71% |
| Microsoft (MSFT) | 0.62% | 0.7% |
| CNR (CNI) | 0.3% | 0.22% |