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Portfolio Diversification
Range
Most Diversified
19 instruments
December 9, 2025
Least Diversified
0 instruments
April 4, 2026
Average
12.2 instruments
Most Consistent Holdings
Top 5
SHIBxM99.87%
PYPL98.96%
AAPL95.52%
MSFT89.86%
BBBY85.32%
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) | 14.55% | 0% | 80.31% | 6/23/2025 |
| Microsoft (MSFT) | 11.99% | 11.87% | 89.86% | - |
| Apple (AAPL) | 8.54% | 2.84% | 95.52% | - |
 Meta (META) | 5.7% | 21.07% | 74.14% | - |
| Beyond (BBBY) | 4.63% | 3.26% | 85.32% | - |
 Tesla (TSLA) | 4.34% | 0% | 70.7% | 2/7/2025 |
 Amazon (AMZN) | 4.17% | 10.39% | 49.77% | - |
 NVIDIA (NVDA) | 3.51% | 8.95% | 49.19% | - |
 Block Inc. (XYZ) | 3.34% | 0% | 36% | 6/24/2025 |
 Bitcoin (BTC) | 2.56% | 0% | 24.17% | 3/10/2025 |
| PayPal (PYPL) | 2.41% | 1.11% | 98.96% | - |
 SPDR Gold (GLD) | 2.27% | 0% | 50.16% | 5/7/2024 |
 Intuitive Surgical (ISRG) | 1.87% | 11.87% | 14.42% | - |
 UnitedHealth (UNH) | 0.93% | 6.65% | 21.18% | - |
 L3Harris (LHX) | 0.76% | 7.45% | 10.4% | - |
 Nio (NIO) | 0.67% | 0% | 14.1% | 9/19/2023 |
 Lockheed Martin (LMT) | 0.61% | 0% | 13.84% | 1/22/2026 |
 Walmart (WMT) | 0.32% | 3.2% | 10.33% | - |
 Netflix (NFLX) | 0.31% | 0% | 7.67% | 6/23/2025 |
 Coterra (CTRA) | 0.3% | 2.66% | 12.67% | - |
 Cedar Fair (FUN) | 0.28% | 1.7% | 21.18% | - |
 Zscaler (ZS) | 0.24% | 1% | 13.84% | - |
| Shiba (in millions) (SHIBxM) | 0.2% | 0.06% | 99.87% | - |
 Fiserv (FISV) | 0.2% | 1.38% | 12.67% | - |
 DexCom (DXCM) | 0.19% | 1.38% | 12.67% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.03% | 0% | 0.97% | 6/2/2023 |
 Bed Bath & Beyond Incorporation Warrant (BBBY.WS) | 0% | 0% | 5.46% | 1/7/2026 |
 Terra Classic (LUNC) | 0% | 0% | 4.42% | 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) | 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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