Portfolio Diversification
Range
Most Diversified
36 instruments
January 2, 2023
Least Diversified
23 instruments
June 11, 2025
Average
34 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
BAC100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR S&P 500 ETF (SPY) | 16.89% | 15.65% | 100% | - |
 Invesco QQQ (QQQ) | 16.29% | 16.07% | 100% | - |
| Meta (META) | 7.52% | 9.41% | 100% | - |
 NVIDIA (NVDA) | 7.14% | 11.3% | 100% | - |
| Alphabet (GOOG) | 7.02% | 6.79% | 100% | - |
| Microsoft (MSFT) | 5.87% | 5.84% | 100% | - |
| Apple (AAPL) | 4.76% | 3.88% | 100% | - |
 Netflix (NFLX) | 2.97% | 4.27% | 100% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 1.88% | 1.61% | 100% | - |
 Coca-Cola (KO) | 1.77% | 1.43% | 100% | - |
 Proshares Ultra S&P 500 (SSO) | 1.67% | 0% | 44.37% | 2/22/2024 |
 Alibaba (BABA) | 1.64% | 1.57% | 100% | - |
 iShares Semiconductor ETF (SOXX) | 1.51% | 1.42% | 100% | - |
 Berkshire Hathaway (BRK.B) | 1.44% | 1.27% | 100% | - |
 McDonald's (MCD) | 1.31% | 1% | 99.89% | - |
 AMD (AMD) | 1.29% | 1.17% | 100% | - |
 Intel (INTC) | 1.25% | 0.68% | 100% | - |
 Amazon (AMZN) | 1.19% | 1.25% | 99.89% | - |
 Applied Materials (AMAT) | 0.99% | 0.84% | 99.89% | - |
 PayPal (PYPL) | 0.82% | 0.66% | 100% | - |
 Lenovo (0992.HK) | 0.8% | 0.65% | 99.89% | - |
 Mastercard (MA) | 0.76% | 0.7% | 99.89% | - |
 Visa (V) | 0.76% | 0.72% | 100% | - |
 Samsung (SMSN.L) | 0.72% | 0.5% | 100% | - |
 Starbucks (SBUX) | 0.68% | 0.5% | 99.89% | - |
 Financial Select Sector SPDR (XLF) | 0.59% | 0.57% | 99.89% | - |
 AT&T (T) | 0.58% | 0.6% | 100% | - |
| Bank of America (BAC) | 0.57% | 0.55% | 100% | - |
 Ally (ALLY) | 0.55% | 0.47% | 100% | - |
 Chevron (CVX) | 0.52% | 0.36% | 100% | - |
 Target (TGT) | 0.52% | 0.29% | 99.89% | - |
 Sony (SONY) | 0.5% | 0.46% | 100% | - |
 Verizon (VZ) | 0.48% | 0.38% | 99.89% | - |
 Comcast (CMCSA) | 0.47% | 0.3% | 99.89% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.13% | 0% | 15.91% | 5/31/2023 |
 ProShares UltraPro Dow30 (UDOW) | 0.05% | 0% | 44.37% | 2/22/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 16.02% | 16.24% |
| SPDR S&P 500 ETF (SPY) | 18.11% | 16.18% |
| NVIDIA (NVDA) | 2.09% | 10.1% |
| Meta (META) | 4.88% | 8.68% |
| Alphabet (GOOG) | 6.97% | 7.47% |
| Microsoft (MSFT) | 5.57% | 5.4% |
| Apple (AAPL) | 4.88% | 5.03% |
| Netflix (NFLX) | 2.09% | 3.55% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 2.09% | 1.71% |
| Coca-Cola (KO) | 2.09% | 1.41% |
| iShares Semiconductor ETF (SOXX) | 1.39% | 1.4% |
| Berkshire Hathaway (BRK.B) | 1.39% | 1.34% |
| Amazon (AMZN) | 1.39% | 1.34% |
| Alibaba (BABA) | 2.23% | 1.22% |
| McDonald's (MCD) | 1.39% | 1.07% |
| AMD (AMD) | 1.39% | 1.02% |
| PayPal (PYPL) | 2.09% | 0.82% |
| Applied Materials (AMAT) | 0.7% | 0.81% |
| Lenovo (0992.HK) | 0.7% | 0.73% |
| Mastercard (MA) | 0.7% | 0.73% |
| Visa (V) | 0.7% | 0.72% |
| Intel (INTC) | 2.09% | 0.66% |
| Financial Select Sector SPDR (XLF) | 0.7% | 0.58% |
| Bank of America (BAC) | 0.7% | 0.57% |
| AT&T (T) | 0.7% | 0.55% |
| Starbucks (SBUX) | 0.7% | 0.52% |
| Ally (ALLY) | 0.7% | 0.49% |
| Sony (SONY) | 0.7% | 0.45% |
| Samsung (SMSN.L) | 0.7% | 0.42% |
| Target (TGT) | 0.7% | 0.41% |
| Verizon (VZ) | 0.7% | 0.4% |
| Chevron (CVX) | 0.7% | 0.39% |
| Comcast (CMCSA) | 0.7% | 0.35% |