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Portfolio Diversification
Range
Most Diversified
20 instruments
April 30, 2026
Least Diversified
0 instruments
February 15, 2026
Average
8.5 instruments
Most Consistent Holdings
Top 5
SPYG83.86%
SCHD83.75%
IWP74.42%
XLK74.32%
IWF74.32%
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) | 18.69% | 1.86% | 83.75% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 12.07% | 2.65% | 74.11% | - |
 Invesco QQQ (QQQ) | 7.48% | 0% | 55.87% | 5/27/2025 |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 7.18% | 2.82% | 83.86% | - |
 Nasdaq (NDAQ) | 6.33% | 12.76% | 46.23% | - |
 Lockheed Martin (LMT) | 5.77% | 8.04% | 46.23% | - |
 Berkshire Hathaway (BRK.B) | 5.35% | 8.71% | 46.23% | - |
 Vanguard Total Stock Market ETF (VTI) | 5.33% | 8.76% | 46.12% | - |
| iShares Russell 1000 Growth ETF (IWF) | 4.9% | 3.25% | 74.32% | - |
 SPDR Gold (GLD) | 4.51% | 4.64% | 46.23% | - |
 NVIDIA (NVDA) | 3.87% | 5.32% | 43.61% | - |
| State Street Technology Select Sector SPDR ETF (XLK) | 3.32% | 2.73% | 74.32% | - |
| iShares Russell Mid-Cap Growth ETF (IWP) | 2.89% | 0.92% | 74.42% | - |
 Scottish Mortgage (SMT.L) | 1.18% | 14.71% | 8.91% | - |
 Live Cattle (Expiring Future) (LiveCattle.FUT) | 0.67% | 0% | 5.77% | 5/28/2026 |
 Oil (Non Expiry) (OIL) | 0.6% | 0% | 5.14% | 5/25/2026 |
 Zinc (Non Expiry) (ZINC) | 0.5% | 7.57% | 7.86% | - |
 Space Exploration Technologies Corp (SPCX) | 0.47% | 10.16% | 3.88% | - |
 Games Workshop (GAW.L) | 0.4% | 5.16% | 9.43% | - |
 AstraZeneca (AZN.L) | 0.22% | 0% | 4.93% | 5/26/2026 |
 Oil 24/7 (OIL.24-7) | 0.2% | 0% | 2.31% | 6/2/2026 |
 EA (EA) | 0.17% | 0% | 1.47% | 10/13/2025 |
 BAE Systems (BA.L) | 0.08% | 0% | 1.57% | 4/29/2026 |
 Nebius Group NV (NBIS) | 0.07% | 0% | 0.73% | 6/8/2026 |
 Shell (SHEL) | 0.03% | 0% | 0.84% | 4/15/2026 |
 Aurora Cannabis (ACB) | 0.01% | 0% | 0.63% | 12/24/2025 |
 Steel (Expiring Future) (STEEL.FUT) | 0.01% | 0% | 0.21% | 5/1/2026 |
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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