Portfolio Diversification
Range
Most Diversified
19 instruments
December 9, 2025
Least Diversified
4 instruments
January 1, 2022
Average
11.7 instruments
Most Consistent Holdings
Top 5
SHIBxM100%
PYPL99.01%
AAPL95.25%
MSFT89.08%
LUNC88.58%
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) | 15.88% | 0% | 87.66% | 6/23/2025 |
| Microsoft (MSFT) | 12.29% | 4.26% | 89.08% | - |
| Apple (AAPL) | 9.06% | 2.98% | 95.25% | - |
 Beyond (BBBY) | 4.78% | 3.45% | 84.11% | - |
 Tesla (TSLA) | 4.73% | 0% | 77.16% | 2/7/2025 |
 Meta (META) | 4.58% | 14.1% | 71.91% | - |
 Amazon (AMZN) | 3.89% | 4.94% | 45.32% | - |
 Block Inc. (XYZ) | 3.65% | 0% | 39.29% | 6/24/2025 |
 NVIDIA (NVDA) | 3.25% | 3.84% | 44.68% | - |
 Bitcoin (BTC) | 2.79% | 0% | 26.38% | 3/10/2025 |
| PayPal (PYPL) | 2.53% | 1.36% | 99.01% | - |
 SPDR Gold (GLD) | 2.48% | 0% | 54.75% | 5/7/2024 |
 Intuitive Surgical (ISRG) | 0.83% | 14.1% | 6.74% | - |
 Nio (NIO) | 0.73% | 0% | 15.39% | 9/19/2023 |
 Lockheed Martin (LMT) | 0.53% | 4.45% | 12.27% | - |
 UnitedHealth (UNH) | 0.43% | 7.16% | 14.11% | - |
 Netflix (NFLX) | 0.33% | 0% | 8.37% | 6/23/2025 |
| Shiba (in millions) (SHIBxM) | 0.21% | 0.08% | 100% | - |
 Cedar Fair (FUN) | 0.17% | 1.35% | 14.11% | - |
 L3Harris (LHX) | 0.15% | 6.32% | 2.34% | - |
 Zscaler (ZS) | 0.14% | 1.8% | 6.1% | - |
 Coterra (CTRA) | 0.09% | 2.31% | 4.82% | - |
 Fiserv (FISV) | 0.09% | 1.51% | 4.82% | - |
 DexCom (DXCM) | 0.07% | 1.47% | 4.82% | - |
 Walmart (WMT) | 0.06% | 2.99% | 2.27% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.03% | 0% | 1.06% | 6/2/2023 |
 Bed Bath & Beyond Incorporation Warrant (BBBY.WS) | 0% | 0.05% | 4.18% | - |
| Terra Classic (LUNC) | 0% | 0% | 4.82% | 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
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 14.18% | 17.02% |
| Bitcoin (BTC) | 8.72% | 12.78% |
| Block Inc. (XYZ) | 9.82% | 11.32% |
| Microsoft (MSFT) | 8.73% | 9.07% |
| Apple (AAPL) | 5.45% | 6.64% |
| Tesla (TSLA) | 5.45% | 6.43% |
| Amazon (AMZN) | 2.73% | 3.55% |
| Beyond (BBBY) | 11.93% | 2.67% |
| PayPal (PYPL) | 3.93% | 1.89% |
| Shiba (in millions) (SHIBxM) | 0.55% | 0.21% |
| Terra Classic (LUNC) | 0.22% | 0% |
| Terra 2.0 (LUNA2) | 0% | 0% |