Portfolio Diversification
Range
Most Diversified
11 instruments
April 13, 2022
Least Diversified
0 instruments
November 12, 2025
Average
10.4 instruments
Most Consistent Holdings
Top 5
AAPL99.79%
GOOG99.79%
T99.79%
TSLA99.79%
AMD99.79%
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 |
|---|---|---|---|---|
 Palantir (PLTR) | 18.29% | 40.24% | 99.79% | - |
 Broadcom (AVGO) | 13.97% | 15.03% | 99.79% | - |
 Vanguard S&P 500 ETF (VOO) | 10.41% | 0% | 77.28% | 1/29/2025 |
| Apple (AAPL) | 9.91% | 6.18% | 99.79% | - |
| Alphabet (GOOG) | 9.04% | 8.52% | 99.79% | - |
| AT&T (T) | 8.21% | 5.7% | 99.79% | - |
| AMD (AMD) | 8.05% | 5.11% | 99.79% | - |
| Tesla (TSLA) | 7.64% | 5.8% | 99.79% | - |
 Warner Bros Discovery (WBD) | 5.2% | 6.12% | 92.64% | - |
 Nio (NIO) | 3.92% | 1.67% | 99.79% | - |
 NVIDIA (NVDA) | 3.61% | 0% | 34.25% | 5/25/2023 |
 McDonald's (MCD) | 1.38% | 5.64% | 33.97% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Palantir (PLTR) | 10.53% | 30.24% |
| Broadcom (AVGO) | 8.49% | 17.3% |
| Vanguard S&P 500 ETF (VOO) | 12.39% | 9.29% |
| Apple (AAPL) | 9.81% | 8.42% |
| Tesla (TSLA) | 8.5% | 8.01% |
| Alphabet (GOOG) | 9.75% | 7.86% |
| AT&T (T) | 10.51% | 6.65% |
| AMD (AMD) | 7.98% | 4.91% |
| Warner Bros Discovery (WBD) | 9.81% | 3.92% |
| McDonald's (MCD) | 3.12% | 1.7% |
| Nio (NIO) | 9.08% | 1.67% |