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Portfolio Diversification
Range
Most Diversified
14 instruments
February 21, 2026
Least Diversified
0 instruments
January 6, 2024
Average
4.6 instruments
Most Consistent Holdings
Top 5
PEP43.19%
GOOG27.77%
GLD23.55%
NVDA23.23%
QQQ22.39%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Tesla (TSLA) | 16.35% | 0% | 18.69% | 10/1/2024 |
| PepsiCo (PEP) | 9.1% | 8.62% | 43.19% | - |
| Alphabet (GOOG) | 7.77% | 0% | 27.77% | 3/13/2026 |
| Invesco QQQ (QQQ) | 7.22% | 0% | 22.39% | 2/21/2025 |
 Vanguard S&P 500 ETF (VOO) | 5.16% | 0% | 19.11% | 7/3/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 3.62% | 0% | 19.85% | 3/11/2025 |
 MicroStrategy (MSTR) | 3.52% | 0% | 9.08% | 7/17/2026 |
| NVIDIA (NVDA) | 3.19% | 0% | 23.23% | 5/6/2026 |
| SPDR Gold (GLD) | 2.88% | 9.61% | 23.55% | - |
 ASML (ASML) | 2.27% | 0% | 10.45% | 10/10/2025 |
 iShares MSCI ACWI Index Fund (ACWI) | 2.24% | 0% | 13.73% | 2/21/2025 |
 Amazon (AMZN) | 1.07% | 0% | 5.49% | 3/16/2026 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.94% | 0% | 10.03% | 10/3/2025 |
 Meta (META) | 0.85% | 0% | 8.66% | 5/1/2026 |
 Toyota (TM) | 0.77% | 0% | 7.92% | 12/16/2024 |
 MercadoLibre (MELI) | 0.77% | 0% | 7.71% | 2/2/2026 |
 iShares Russell 1000 Growth ETF (IWF) | 0.68% | 0% | 6.65% | 12/16/2024 |
 Microsoft (MSFT) | 0.65% | 6.17% | 10.88% | - |
 Lululemon (LULU) | 0.61% | 0% | 8.87% | 3/6/2026 |
 Intuit (INTU) | 0.6% | 0% | 8.66% | 6/5/2026 |
 Ethereum (ETH) | 0.58% | 0% | 5.7% | 1/21/2026 |
 VICI Properties (VICI) | 0.56% | 0% | 6.44% | 3/18/2026 |
 Marathon Digital (MARA) | 0.54% | 0% | 2.85% | 5/11/2026 |
 Ferrari (RACE) | 0.53% | 0% | 2.64% | 11/20/2025 |
 Moody's (MCO) | 0.52% | 5.41% | 9.61% | - |
 Procter & Gamble (PG) | 0.52% | 6.53% | 7.92% | - |
 S&P Global (SPGI) | 0.51% | 4.96% | 9.61% | - |
 Colgate (CL) | 0.49% | 0% | 5.07% | 2/5/2026 |
 Riot (RIOT) | 0.45% | 0% | 2.85% | 5/11/2026 |
 McDonald's (MCD) | 0.42% | 7.56% | 7.92% | - |
 Visa (V) | 0.42% | 3.44% | 10.35% | - |
 AMSC (AMSC) | 0.3% | 0% | 4.65% | 3/6/2026 |
 Boeing (BA) | 0.3% | 0% | 3.7% | 3/6/2026 |
 StoneCo (STNE) | 0.29% | 0% | 5.28% | 3/3/2026 |
 Bitcoin (BTC) | 0.28% | 0% | 3.48% | 3/27/2026 |
 Constellation Brands (STZ) | 0.24% | 0% | 2.96% | 3/13/2026 |
 UnitedHealth (UNH) | 0.24% | 0% | 2.85% | 3/16/2026 |
 Supermicro (SMCI) | 0.23% | 0% | 6.44% | 3/18/2026 |
 BlackRock (BLK) | 0.23% | 2.29% | 9.4% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.21% | 0% | 5.91% | 6/24/2025 |
 Dave (DAVE) | 0.21% | 0% | 3.7% | 3/13/2026 |
 KraneShares CSI China Internet (KWEB) | 0.18% | 0% | 1.16% | 12/16/2024 |
 PDD Holdings (PDD) | 0.16% | 0% | 2.75% | 3/3/2026 |
 Salesforce (CRM) | 0.16% | 0% | 2.01% | 3/18/2026 |
 Solana (SOL) | 0.15% | 0% | 2.22% | 1/25/2026 |
 Johnson & Johnson (JNJ) | 0.14% | 0% | 3.91% | 6/29/2026 |
 Nestle (NESN.ZU) | 0.13% | 0% | 2.75% | 10/27/2025 |
 Hims & Hers (HIMS) | 0.11% | 0% | 1.16% | 5/5/2026 |
 Oracle (ORCL) | 0.1% | 0% | 1.16% | 3/17/2026 |
 Coca-Cola (KO) | 0.1% | 0% | 5.91% | 10/24/2025 |
 Fortinet (FTNT) | 0.1% | 0% | 1.06% | 2/17/2026 |
 Vital Farms (VITL) | 0.09% | 0% | 1.16% | 2/24/2026 |
 Tempus AI Inc (TEM.US) | 0.07% | 0% | 1.16% | 3/3/2026 |
 Vanguard Total Stock Market ETF (VTI) | 0.06% | 0% | 2.32% | 2/20/2025 |
 AMD (AMD) | 0.03% | 0% | 0.53% | 1/7/2026 |
 iShares Physical Gold ETC (PPFB.DE) | 0.02% | 0% | 0.21% | 10/3/2025 |
 Mobility Global Inc -W (MBGL) | 0% | 0% | 0.42% | 7/6/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| PepsiCo (PEP) | 23.14% | 21.75% |
| Meta (META) | 10.06% | 10.43% |
| MercadoLibre (MELI) | 10.06% | 10.36% |
| Colgate (CL) | 10.06% | 10.16% |
| Ethereum (ETH) | 10.06% | 9.82% |
| Intuit (INTU) | 8.8% | 8.8% |
| Amazon (AMZN) | 5.84% | 5.83% |
| PDD Holdings (PDD) | 5.03% | 5.07% |
| Lululemon (LULU) | 3.36% | 4.15% |
Cash & Instruments Over Time
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