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Portfolio Diversification
Range
Most Diversified
20 instruments
April 30, 2026
Least Diversified
0 instruments
February 15, 2026
Average
9 instruments
Most Consistent Holdings
Top 5
SPYG85.07%
SCHD84.98%
IWP76.46%
XLK76.36%
IWF76.36%
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) | 17.18% | 1.15% | 84.98% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 11.2% | 1.34% | 76.17% | - |
 Invesco QQQ (QQQ) | 6.83% | 0% | 51% | 5/27/2025 |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 6.77% | 1.7% | 85.07% | - |
 Nasdaq (NDAQ) | 6.67% | 7.47% | 50.72% | - |
 Lockheed Martin (LMT) | 5.83% | 5.39% | 50.72% | - |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 5.44% | 5.26% | 50.62% | - |
 Berkshire Hathaway (BRK.B) | 5.31% | 5.6% | 50.72% | - |
| iShares Russell 1000 Growth ETF (IWF) | 4.7% | 1.95% | 76.36% | - |
 SPDR Gold (GLD) | 4.43% | 2.79% | 50.72% | - |
 NVIDIA (NVDA) | 3.85% | 3.32% | 48.33% | - |
| State Street Technology Select Sector SPDR ETF (XLK) | 3.21% | 1.29% | 76.36% | - |
 Scottish Mortgage (SMT.L) | 2.94% | 30.73% | 16.65% | - |
| iShares Russell Mid-Cap Growth ETF (IWP) | 2.7% | 0.57% | 76.46% | - |
 Space Exploration Technologies Corp (SPCX) | 1.77% | 23.87% | 12.06% | - |
 Games Workshop (GAW.L) | 0.89% | 7.85% | 17.13% | - |
 Live Cattle (Expiring Future) (LiveCattle.FUT) | 0.61% | 0% | 5.26% | 5/28/2026 |
 Zinc (Non Expiry) (ZINC) | 0.58% | 0% | 8.52% | 8/5/2026 |
 Oil (Non Expiry) (OIL) | 0.55% | 0% | 4.69% | 5/25/2026 |
 AstraZeneca (AZN.L) | 0.2% | 0% | 4.5% | 5/26/2026 |
 Oil 24/7 (OIL.24-7) | 0.18% | 0% | 2.11% | 6/2/2026 |
 EA (EA) | 0.15% | 0% | 1.34% | 10/13/2025 |
 BAE Systems (BA.L) | 0.08% | 0% | 1.44% | 4/29/2026 |
 Nebius Group NV (NBIS) | 0.07% | 0% | 0.67% | 6/8/2026 |
 Shell (SHEL) | 0.03% | 0% | 0.77% | 4/15/2026 |
 Aurora Cannabis (ACB) | 0.01% | 0% | 0.57% | 12/24/2025 |
 Steel (Expiring Future) (STEEL.FUT) | 0.01% | 0% | 0.19% | 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 Morningstar 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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