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Portfolio Diversification
Range
Most Diversified
10 instruments
June 15, 2024
Least Diversified
0 instruments
August 17, 2023
Average
4.4 instruments
Most Consistent Holdings
Top 5
TSLA69.05%
MSFT50.12%
NVDA46.58%
GOOGL40%
META38.35%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 18, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Tesla (TSLA) | 34.51% | 41.85% | 69.05% | - |
 Berkshire Hathaway (BRK.B) | 7.01% | 0% | 32.76% | 6/9/2026 |
| Microsoft (MSFT) | 5.54% | 7.55% | 50.12% | - |
 Apple (AAPL) | 5.07% | 0% | 36.21% | 7/2/2026 |
| NVIDIA (NVDA) | 4.53% | 10.47% | 46.58% | - |
| Alphabet (GOOGL) | 4.18% | 10.36% | 40% | - |
| Meta (META) | 3.88% | 0% | 38.35% | 9/9/2026 |
 Amazon (AMZN) | 3.62% | 0% | 37.53% | 7/31/2026 |
 Coca-Cola (KO) | 3.6% | 0% | 24.86% | 4/27/2026 |
 Bitcoin (BTC) | 1.77% | 0% | 17.78% | 9/24/2025 |
 Palantir (PLTR) | 1.66% | 0% | 19.59% | 8/4/2026 |
 Jpm Nasdaq Equity Premium (JEPQ) | 0.69% | 9.71% | 6.01% | - |
 ExxonMobil (XOM) | 0.51% | 0% | 2.14% | 12/16/2024 |
 Waste Management (WM) | 0.2% | 0% | 11.44% | 1/21/2026 |
 Bank of America (BAC) | 0.09% | 9.99% | 1.07% | - |
 Wells Fargo (WFC) | 0.08% | 0% | 0.99% | 6/5/2026 |
 JPMorgan (JPM) | 0.08% | 0% | 0.99% | 6/5/2026 |
 Walmart (WMT) | 0.08% | 0% | 1.23% | 6/5/2026 |
 Netflix (NFLX) | 0.06% | 0% | 1.32% | 10/31/2025 |
 Goldman Sachs (GS) | 0.03% | 10.08% | 0.41% | - |
 PepsiCo (PEP) | 0.01% | 0% | 0.58% | 12/16/2024 |
 Invesco QQQ (QQQ) | 0.01% | 0% | 0.41% | 2/9/2026 |
 Citi (C) | 0.01% | 0% | 0.25% | 5/18/2026 |
 Caterpillar (CAT) | 0% | 0% | 0.49% | 9/4/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 30.6% | 33.92% |
| Berkshire Hathaway (BRK.B) | 13.84% | 13.43% |
| NVIDIA (NVDA) | 13.21% | 12.93% |
| Microsoft (MSFT) | 12.79% | 11.56% |
| Amazon (AMZN) | 11.39% | 11.14% |
| Meta (META) | 10.37% | 9.15% |
| Palantir (PLTR) | 6.27% | 6.44% |
| Waste Management (WM) | 1.53% | 1.42% |
Cash & Instruments Over Time
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