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Portfolio Diversification
Range
Most Diversified
20 instruments
April 30, 2026
Least Diversified
0 instruments
February 15, 2026
Average
7.8 instruments
Most Consistent Holdings
Top 5
SCHD82.82%
SPYG82.82%
IWP72.51%
IWF72.51%
XLK72.39%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 9, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 20.33% | 0.43% | 82.82% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 13.03% | 0.96% | 72.39% | - |
 Invesco QQQ (QQQ) | 8.18% | 0% | 61.05% | 5/27/2025 |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 7.69% | 0.84% | 82.82% | - |
 Nasdaq (NDAQ) | 6.23% | 3.74% | 41.7% | - |
 Lockheed Martin (LMT) | 5.43% | 10.63% | 41.7% | - |
 Berkshire Hathaway (BRK.B) | 5.35% | 2.47% | 41.7% | - |
 Vanguard Total Stock Market ETF (VTI) | 5.32% | 2.58% | 41.7% | - |
| iShares Russell 1000 Growth ETF (IWF) | 5.14% | 1.54% | 72.51% | - |
 SPDR Gold (GLD) | 4.36% | 7.34% | 41.7% | - |
 NVIDIA (NVDA) | 3.76% | 4.96% | 39.06% | - |
| State Street Technology Select Sector SPDR ETF (XLK) | 3.49% | 0.31% | 72.39% | - |
| iShares Russell Mid-Cap Growth ETF (IWP) | 3.09% | 0.43% | 72.51% | - |
 Live Cattle (Expiring Future) (LiveCattle.FUT) | 0.36% | 11.42% | 3.44% | - |
 Oil (Non Expiry) (OIL) | 0.34% | 12.08% | 3.21% | - |
 EA (EA) | 0.18% | 0% | 1.6% | 10/13/2025 |
 AstraZeneca (AZN.L) | 0.13% | 4.18% | 3.09% | - |
 Natural Gas Dec 27 Future (NG.DEC27) | 0.13% | 10.81% | 1.6% | - |
 Scottish Mortgage (SMT.L) | 0.1% | 10.27% | 1.03% | - |
 BAE Systems (BA.L) | 0.09% | 0% | 1.72% | 4/29/2026 |
 Games Workshop (GAW.L) | 0.06% | 3.35% | 1.95% | - |
 Shell (SHEL) | 0.03% | 0% | 0.92% | 4/15/2026 |
 Aurora Cannabis (ACB) | 0.01% | 0% | 0.69% | 12/24/2025 |
 Steel (Expiring Future) (STEEL.FUT) | 0.01% | 0% | 0.23% | 5/1/2026 |
 Zinc (Non Expiry) (ZINC) | 0.01% | 2.95% | 0.23% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Nasdaq (NDAQ) | 11.78% | 12.85% |
| Berkshire Hathaway (BRK.B) | 8.32% | 8.39% |
| Vanguard Total Stock Market ETF (VTI) | 7.96% | 7.97% |
| Lockheed Martin (LMT) | 8.19% | 7.9% |
| SPDR Gold (GLD) | 4.27% | 4.76% |
| NVIDIA (NVDA) | 3.81% | 3.65% |
| iShares Russell 1000 Growth ETF (IWF) | 3.01% | 2.91% |
| VanEck Vectors Semiconductor ETF (SMH) | 2.55% | 2.55% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 2.58% | 2.52% |
| State Street Technology Select Sector SPDR ETF (XLK) | 2.56% | 2.46% |
| Schwab US Dividend Equity ETF (SCHD) | 1.76% | 1.76% |
| iShares Russell Mid-Cap Growth ETF (IWP) | 0.88% | 0.83% |
Cash & Instruments Over Time
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