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Portfolio Diversification
Range
Most Diversified
23 instruments
September 20, 2025
Least Diversified
0 instruments
April 4, 2026
Average
10.7 instruments
Most Consistent Holdings
Top 5
MSFT68.7%
NVDA62.94%
AMD57.97%
TSLA55.82%
AI48.81%
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 |
|---|---|---|---|---|
 Steadywealth | 32.56% | 0% | 70.17% | 9/15/2025 |
| NVIDIA (NVDA) | 5.65% | 0% | 62.94% | 4/10/2026 |
| AMD (AMD) | 5.49% | 0% | 57.97% | 3/25/2026 |
| Microsoft (MSFT) | 4.39% | 9.33% | 68.7% | - |
| Tesla (TSLA) | 3.72% | 3.45% | 55.82% | - |
 Netflix (NFLX) | 2.82% | 10.05% | 36.16% | - |
 Bitcoin (BTC) | 2.7% | 8.15% | 41.58% | - |
 Ethereum (ETH) | 2.56% | 4.45% | 39.89% | - |
 Shopify (SHOP) | 2.52% | 10.43% | 40.68% | - |
 Oracle (ORCL) | 2.5% | 6.95% | 29.04% | - |
| C3.ai (AI) | 2.4% | 4.73% | 48.81% | - |
 Qualcomm (QCOM) | 2.39% | 0% | 40% | 10/27/2025 |
 Atlassian (TEAM) | 2.22% | 7.11% | 36.95% | - |
 Meta (META) | 2.04% | 5.26% | 30.62% | - |
 Mastercard (MA) | 1.87% | 9.86% | 30.62% | - |
 Palantir (PLTR) | 1.71% | 4.84% | 30.96% | - |
 Wix (WIX) | 1.37% | 4.41% | 27.01% | - |
 Shell (SHEL.L) | 1.26% | 0% | 9.15% | 3/22/2024 |
 Spotify (SPOT) | 1.08% | 6.38% | 24.63% | - |
 AstraZeneca (AZN.L) | 0.94% | 0% | 12.66% | 4/22/2024 |
 Boeing (BA) | 0.86% | 0% | 16.5% | 4/17/2026 |
 Dell (DELL) | 0.83% | 0% | 16.5% | 3/2/2026 |
 ConocoPhillips (COP) | 0.74% | 0% | 11.07% | 12/10/2025 |
 Amazon (AMZN) | 0.64% | 0% | 12.09% | 1/6/2026 |
 PayPal (PYPL) | 0.63% | 4.59% | 20.68% | - |
 Legal & General (LGEN.L) | 0.62% | 0% | 15.71% | 10/25/2024 |
 Philip Morris (PM) | 0.53% | 0% | 13.45% | 1/13/2026 |
 Disney (DIS) | 0.48% | 0% | 9.72% | 12/31/2025 |
 Intel (INTC) | 0.46% | 0% | 9.04% | 2/3/2026 |
 Close Brothers (CBG.L) | 0.44% | 0% | 27.12% | 8/29/2024 |
 Virgin Money (VMUK.L) | 0.41% | 0% | 8.47% | 5/21/2024 |
 Visa (V) | 0.41% | 0% | 10.85% | 12/23/2025 |
 BioNTech SE (BNTX) | 0.39% | 0% | 8.14% | 11/12/2025 |
 Alphabet (GOOG) | 0.35% | 0% | 13.67% | 7/24/2025 |
 Nio (NIO) | 0.33% | 0% | 10.4% | 2/23/2026 |
 Caesars (CZR) | 0.31% | 0% | 6.89% | 12/1/2025 |
 IBM (IBM) | 0.28% | 0% | 11.75% | 5/29/2026 |
 Target (TGT) | 0.24% | 0% | 4.97% | 4/18/2024 |
 NatWest (NWG.L) | 0.22% | 0% | 6.89% | 3/1/2024 |
 Supermicro (SMCI) | 0.19% | 0% | 8.36% | 5/5/2026 |
 Alphabet (GOOGL) | 0.18% | 0% | 6.67% | 4/7/2026 |
 Nike (NKE) | 0.15% | 0% | 3.05% | 4/18/2024 |
 Hasbro (HAS) | 0.14% | 0% | 5.54% | 11/4/2025 |
 Apple (AAPL) | 0.13% | 0% | 1.47% | 6/24/2025 |
 CXApp (CXAI) | 0.12% | 0% | 2.49% | 1/22/2024 |
 TSMC (TSM) | 0.11% | 0% | 4.52% | 4/8/2026 |
 FedEx (FDX) | 0.1% | 0% | 2.03% | 4/9/2024 |
 Cloudflare (NET) | 0.08% | 0% | 4.07% | 2/11/2026 |
 JPMorgan (JPM) | 0.08% | 0% | 3.62% | 4/8/2026 |
 XPO Logistics (XPO) | 0.03% | 0% | 1.36% | 3/10/2026 |
 Ferrari (RACE) | 0.02% | 0% | 1.02% | 11/6/2025 |
 Persimmon (PSN.L) | 0.01% | 0% | 0.23% | 1/19/2024 |
 HP (HPQ) | 0.01% | 0% | 0.11% | 2/13/2024 |
 Semrush (SEMR) | 0% | 0% | 0.11% | 3/7/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Oracle (ORCL) | 10.75% | 9.43% |
| Meta (META) | 8.7% | 9.4% |
| Netflix (NFLX) | 8.98% | 8.49% |
| Microsoft (MSFT) | 5.81% | 6.39% |
| Boeing (BA) | 5.56% | 6.33% |
| Atlassian (TEAM) | 5.46% | 5.74% |
| Mastercard (MA) | 4.56% | 5.1% |
| Wix (WIX) | 5.96% | 5.02% |
| Ethereum (ETH) | 6.45% | 4.93% |
| Bitcoin (BTC) | 5.32% | 4.68% |
| Spotify (SPOT) | 4.31% | 4.4% |
| Dell (DELL) | 3.93% | 4.12% |
| Philip Morris (PM) | 3.47% | 3.92% |
| Shopify (SHOP) | 2.72% | 3.03% |
| Supermicro (SMCI) | 2.62% | 2.87% |
| NVIDIA (NVDA) | 2.22% | 2.57% |
| XPO Logistics (XPO) | 2.1% | 2.36% |
| Tesla (TSLA) | 2.1% | 2.34% |
| C3.ai (AI) | 2.99% | 2.19% |
| Amazon (AMZN) | 1.7% | 1.93% |
| PayPal (PYPL) | 1.69% | 1.82% |
Cash & Instruments Over Time
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