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Portfolio Diversification
Range
Most Diversified
19 instruments
December 9, 2025
Least Diversified
0 instruments
April 4, 2026
Average
12.3 instruments
Most Consistent Holdings
Top 5
SHIBxM99.75%
PYPL98.86%
AAPL95.52%
MSFT90.03%
BBBY85.62%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Alphabet (GOOG) | 14.13% | 0% | 77.98% | 6/23/2025 |
| Microsoft (MSFT) | 11.98% | 12.19% | 90.03% | - |
| Apple (AAPL) | 8.38% | 3.31% | 95.52% | - |
 Meta (META) | 6.08% | 19.13% | 74.76% | - |
| Beyond (BBBY) | 4.58% | 3.19% | 85.62% | - |
 Amazon (AMZN) | 4.35% | 10.35% | 51.1% | - |
 Tesla (TSLA) | 4.21% | 0% | 68.64% | 2/7/2025 |
 NVIDIA (NVDA) | 3.67% | 9.39% | 50.54% | - |
 Block Inc. (XYZ) | 3.24% | 0% | 34.95% | 6/24/2025 |
 Bitcoin (BTC) | 2.48% | 0% | 23.47% | 3/10/2025 |
| PayPal (PYPL) | 2.37% | 0.92% | 98.86% | - |
 SPDR Gold (GLD) | 2.2% | 0% | 48.71% | 5/7/2024 |
 Intuitive Surgical (ISRG) | 2.13% | 11.04% | 16.78% | - |
 UnitedHealth (UNH) | 1.11% | 8.44% | 23.34% | - |
 L3Harris (LHX) | 0.93% | 6.83% | 12.87% | - |
 Nio (NIO) | 0.65% | 0% | 13.69% | 9/19/2023 |
 Lockheed Martin (LMT) | 0.59% | 0% | 13.44% | 1/22/2026 |
 Walmart (WMT) | 0.4% | 3.06% | 12.81% | - |
 Cedar Fair (FUN.US) | 0.32% | 1.88% | 23.34% | - |
 Coterra (CTRA) | 0.31% | 0% | 12.87% | 4/30/2026 |
 Netflix (NFLX) | 0.3% | 0% | 7.44% | 6/23/2025 |
 Zscaler (ZS) | 0.26% | 1% | 16.21% | - |
 Fiserv (FISV) | 0.22% | 1.2% | 15.08% | - |
 DexCom (DXCM) | 0.2% | 0% | 14.07% | 5/21/2026 |
| Shiba (in millions) (SHIBxM) | 0.19% | 0.05% | 99.75% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.03% | 0% | 0.95% | 6/2/2023 |
 Bed Bath & Beyond Incorporation Warrant (BBBY.WS) | 0% | 0% | 5.3% | 1/7/2026 |
 Terra Classic (LUNC) | 0% | 0% | 4.29% | 11/12/2022 |
 Terra 2.0 (LUNA2) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Intuitive Surgical (ISRG) | 11.26% | 14.65% |
| Meta (META) | 12.48% | 14.37% |
| UnitedHealth (UNH) | 5.92% | 6.89% |
| L3Harris (LHX) | 5.92% | 6.44% |
| Amazon (AMZN) | 4.44% | 5.02% |
| Lockheed Martin (LMT) | 3.95% | 4.47% |
| Microsoft (MSFT) | 3.95% | 4.29% |
| NVIDIA (NVDA) | 3.63% | 4.07% |
| Beyond (BBBY) | 10.8% | 2.95% |
| Apple (AAPL) | 1.97% | 2.9% |
| Walmart (WMT) | 2.37% | 2.84% |
| Coterra (CTRA) | 1.93% | 2.3% |
| Zscaler (ZS) | 1.97% | 1.7% |
| Fiserv (FISV) | 2.51% | 1.47% |
| DexCom (DXCM) | 1.32% | 1.45% |
| Cedar Fair (FUN.US) | 2.08% | 1.38% |
| PayPal (PYPL) | 3.55% | 1.28% |
| Shiba (in millions) (SHIBxM) | 0.49% | 0.07% |
| Bed Bath & Beyond Incorporation Warrant (BBBY.WS) | 0% | 0.03% |
Cash & Instruments Over Time
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