Portfolio Diversification
Range
Most Diversified
26 instruments
July 11, 2025
Least Diversified
0 instruments
October 6, 2022
Average
13.7 instruments
Most Consistent Holdings
Top 5
QQQ99.7%
AAPL85%
GOOG85%
AMZN85%
KO85%
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) | 37.8% | 7.55% | 99.7% | - |
 Tesla (TSLA) | 8.88% | 6.74% | 85% | - |
 Palantir (PLTR) | 6.66% | 17.14% | 67.8% | - |
 Disney (DIS) | 4.31% | 2.9% | 82.9% | - |
 BlackRock (BLK) | 3.74% | 3.33% | 76.9% | - |
| Amazon (AMZN) | 3.67% | 1.61% | 85% | - |
 Bank of America (BAC) | 2.9% | 1.68% | 76.9% | - |
| Apple (AAPL) | 2.67% | 1.61% | 85% | - |
| Alphabet (GOOG) | 2.42% | 0.79% | 85% | - |
 Johnson & Johnson (JNJ) | 2.34% | 1.6% | 80.2% | - |
 Siemens (SIE.DE) | 1.99% | 1.83% | 67.9% | - |
| Coca-Cola (KO) | 1.91% | 0.72% | 85% | - |
 Microsoft (MSFT) | 1.73% | 0.76% | 82.9% | - |
 iShares Core S&P 500 ETF (IVV) | 1.05% | 1.45% | 47.1% | - |
 Starbucks (SBUX) | 0.96% | 2.16% | 43.8% | - |
 Meta (META) | 0.88% | 0% | 33.5% | 3/11/2024 |
 Union Pacific (UNP) | 0.51% | 1.02% | 40.2% | - |
 Ishares Russell 2000 ETF (IWM) | 0.13% | 1.13% | 16% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.12% | 1.28% | 17.9% | - |
 NextEra (NEE) | 0.12% | 1.15% | 16% | - |
 CNR (CNI) | 0.11% | 0.4% | 26.2% | - |
 Realty Income (O) | 0.05% | 0.43% | 17.9% | - |
 Home Depot (HD) | 0.04% | 0.64% | 10.1% | - |
 Chevron (CVX) | 0.04% | 0.42% | 16% | - |
 ExxonMobil (XOM) | 0.04% | 0.21% | 16% | - |
 Procter & Gamble (PG) | 0.01% | 0.41% | 4% | - |
 PepsiCo (PEP) | 0% | 0.23% | 1% | - |
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% |