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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
SHIBxM99.57%
PYPL98.72%
AAPL95.47%
MSFT90.15%
BBBY85.87%
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) | 13.7% | 0% | 75.6% | 6/23/2025 |
| Microsoft (MSFT) | 11.94% | 11.59% | 90.15% | - |
| Apple (AAPL) | 8.22% | 3.72% | 95.47% | - |
 Meta (META) | 6.45% | 19.95% | 75.35% | - |
| Beyond (BBBY) | 4.53% | 2.82% | 85.87% | - |
 Amazon (AMZN) | 4.5% | 10.13% | 52.35% | - |
 Tesla (TSLA) | 4.08% | 0% | 66.54% | 2/7/2025 |
 NVIDIA (NVDA) | 3.82% | 9.82% | 51.87% | - |
 Block Inc. (XYZ) | 3.14% | 0% | 33.88% | 6/24/2025 |
 Bitcoin (BTC) | 2.41% | 0% | 22.75% | 3/10/2025 |
 Intuitive Surgical (ISRG) | 2.36% | 9.16% | 19.14% | - |
| PayPal (PYPL) | 2.32% | 1.29% | 98.72% | - |
 SPDR Gold (GLD) | 2.14% | 0% | 47.22% | 5/7/2024 |
 UnitedHealth (UNH) | 1.34% | 9.2% | 25.5% | - |
 L3Harris (LHX) | 1.09% | 6.91% | 15.29% | - |
 Nio (NIO) | 0.63% | 0% | 13.27% | 9/19/2023 |
 Lockheed Martin (LMT) | 0.57% | 0% | 13.03% | 1/22/2026 |
 Walmart (WMT) | 0.47% | 2.93% | 15.23% | - |
 Cedar Fair (FUN.US) | 0.37% | 1.64% | 25.5% | - |
 Coterra (CTRA) | 0.3% | 0% | 12.48% | 4/30/2026 |
 Netflix (NFLX) | 0.29% | 0% | 7.22% | 6/23/2025 |
 Zscaler (ZS) | 0.28% | 1.13% | 18.59% | - |
 Fiserv (FISV) | 0.25% | 1.17% | 17.49% | - |
 DexCom (DXCM) | 0.2% | 0% | 13.64% | 5/21/2026 |
| Shiba (in millions) (SHIBxM) | 0.19% | 0.05% | 99.57% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.03% | 0% | 0.92% | 6/2/2023 |
 Bed Bath & Beyond Incorporation Warrant (BBBY.WS) | 0% | 0% | 5.14% | 1/7/2026 |
 Terra Classic (LUNC) | 0% | 0% | 4.16% | 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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