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Portfolio Diversification
Range
Most Diversified
36 instruments
January 2, 2023
Least Diversified
0 instruments
November 12, 2025
Average
34 instruments
Most Consistent Holdings
Top 5
AAPL99.42%
ALLY99.42%
QQQ99.42%
GOOG99.34%
META99.34%
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 |
|---|---|---|---|---|
 State Street SPDR S&P 500 ETF (SPY) | 16.4% | 0% | 99.34% | 5/9/2026 |
| Invesco QQQ (QQQ) | 16.08% | 0% | 99.42% | 5/9/2026 |
 NVIDIA (NVDA) | 8.08% | 0% | 99.34% | 5/9/2026 |
| Meta (META) | 7.64% | 0% | 99.34% | 5/9/2026 |
| Alphabet (GOOG) | 7.47% | 0% | 99.34% | 5/9/2026 |
 Microsoft (MSFT) | 5.61% | 0% | 99.34% | 5/9/2026 |
| Apple (AAPL) | 4.6% | 0% | 99.42% | 5/9/2026 |
 Netflix (NFLX) | 3.05% | 0% | 99.34% | 5/9/2026 |
 State Street SPDR Dow Jones In (DIA.US) | 1.79% | 0% | 99.34% | 5/9/2026 |
 Coca-Cola (KO) | 1.66% | 0% | 99.34% | 5/9/2026 |
 Alibaba (BABA) | 1.65% | 0% | 99.34% | 5/9/2026 |
 iShares Semiconductor ETF (SOXX) | 1.54% | 0% | 99.34% | 5/9/2026 |
 Berkshire Hathaway (BRK.B) | 1.38% | 0% | 99.34% | 5/9/2026 |
 AMD (AMD) | 1.33% | 0% | 99.34% | 5/9/2026 |
 Proshares Ultra S&P 500 (SSO) | 1.27% | 0% | 33.74% | 2/22/2024 |
 McDonald's (MCD) | 1.21% | 0% | 98.77% | 5/9/2026 |
 Intel (INTC) | 1.21% | 0% | 99.34% | 5/9/2026 |
 Amazon (AMZN) | 1.17% | 0% | 99.18% | 5/9/2026 |
 Applied Materials (AMAT) | 1.01% | 0% | 99.26% | 5/9/2026 |
 Lenovo (0992.HK) | 0.75% | 0% | 99.18% | 5/9/2026 |
 Samsung (SMSN.L) | 0.75% | 0% | 99.34% | 5/9/2026 |
 PayPal (PYPL) | 0.73% | 0% | 99.34% | 5/9/2026 |
 Visa (V) | 0.72% | 0% | 99.34% | 5/9/2026 |
 Mastercard (MA) | 0.72% | 0% | 99.09% | 5/9/2026 |
 Starbucks (SBUX) | 0.62% | 0% | 99.01% | 5/9/2026 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.57% | 0% | 99.01% | 5/9/2026 |
 AT&T (T.US) | 0.57% | 0% | 99.34% | 5/9/2026 |
 Bank of America (BAC) | 0.56% | 0% | 99.34% | 5/9/2026 |
 Lululemon (LULU) | 0.55% | 0% | 14.9% | 5/9/2026 |
| Ally (ALLY) | 0.52% | 0% | 99.42% | 5/9/2026 |
 Sony (SONY) | 0.49% | 0% | 99.34% | 5/9/2026 |
 Chevron (CVX.US) | 0.48% | 0% | 99.34% | 5/9/2026 |
 Target (TGT) | 0.46% | 0% | 99.26% | 5/9/2026 |
 Verizon (VZ) | 0.45% | 0% | 99.26% | 5/9/2026 |
 Comcast (CMCSA) | 0.41% | 0% | 99.18% | 5/9/2026 |
 Sprouts (SFM) | 0.37% | 0% | 14.9% | 5/9/2026 |
 ProShares UltraPro QQQ (TQQQ) | 0.1% | 0% | 12.1% | 5/31/2023 |
 ProShares UltraPro Dow30 (UDOW) | 0.03% | 0% | 33.74% | 2/22/2024 |
 VERSANT MEDIA GROUP INC (VSNT) | 0% | 0% | 9.88% | 5/9/2026 |
 Sony Financial Group Inc (SFGYY) | 0% | 0% | 2.06% | 11/3/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 15.86% | 15.81% |
| State Street SPDR S&P 500 ETF (SPY) | 17.92% | 15.26% |
| NVIDIA (NVDA) | 2.07% | 11.36% |
| Alphabet (GOOG) | 6.89% | 9.98% |
| Meta (META) | 4.83% | 7.92% |
| Microsoft (MSFT) | 5.51% | 5.02% |
| Apple (AAPL) | 4.83% | 4.43% |
| Lululemon (LULU) | 6.86% | 4.35% |
| Netflix (NFLX) | 2.07% | 3.02% |
| Sprouts (SFM) | 4.83% | 2.54% |
| Alibaba (BABA) | 2.21% | 1.71% |
| iShares Semiconductor ETF (SOXX) | 1.38% | 1.58% |
| State Street SPDR Dow Jones In (DIA.US) | 2.07% | 1.56% |
| AMD (AMD) | 1.38% | 1.46% |
| Coca-Cola (KO) | 2.07% | 1.29% |
| Berkshire Hathaway (BRK.B) | 1.38% | 1.2% |
| Amazon (AMZN) | 1.38% | 1.14% |
| Applied Materials (AMAT) | 0.69% | 1.04% |
| Intel (INTC) | 2.07% | 0.98% |
| McDonald's (MCD) | 1.38% | 0.92% |
| Samsung (SMSN.L) | 0.69% | 0.78% |
| Visa (V) | 0.69% | 0.65% |
| Mastercard (MA) | 0.69% | 0.64% |
| Bank of America (BAC) | 0.69% | 0.57% |
| Lenovo (0992.HK) | 0.69% | 0.54% |
| State Street Financial Select Sector SPDR ETF (XLF) | 0.69% | 0.53% |
| Ally (ALLY) | 0.69% | 0.49% |
| AT&T (T.US) | 0.69% | 0.49% |
| PayPal (PYPL) | 2.07% | 0.46% |
| Sony (SONY) | 0.69% | 0.44% |
| Starbucks (SBUX) | 0.69% | 0.39% |
| Verizon (VZ) | 0.69% | 0.33% |
| Chevron (CVX.US) | 0.69% | 0.33% |
| Target (TGT) | 0.69% | 0.24% |
| Comcast (CMCSA) | 0.69% | 0.23% |
Cash & Instruments Over Time
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