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Portfolio Diversification
Range
Most Diversified
68 instruments
January 9, 2026
Least Diversified
0 instruments
January 2, 2023
Average
49.5 instruments
Most Consistent Holdings
Top 5
QCOM96.1%
INTC95.78%
PG95.54%
MSFT95.38%
TSLA94.82%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 4.5% | 3.55% | 95.38% | - |
 Apple (AAPL) | 4.06% | 4.46% | 88.61% | - |
 NVIDIA (NVDA) | 2.87% | 4.9% | 80.18% | - |
 Amazon (AMZN) | 2.77% | 3.52% | 92.04% | - |
| Tesla (TSLA) | 2.76% | 2.75% | 94.82% | - |
 Coca-Cola (KO) | 2.63% | 1.92% | 93.71% | - |
 McDonald's (MCD) | 2.57% | 2.04% | 84.32% | - |
 AMD (AMD) | 2.42% | 4.77% | 89.25% | - |
| Intel (INTC) | 2.41% | 2.48% | 95.78% | - |
| Procter & Gamble (PG) | 2.35% | 1.19% | 95.54% | - |
 Micron (MU) | 2.08% | 3.46% | 89.73% | - |
 Broadcom (AVGO) | 2.07% | 3.17% | 67.04% | - |
| Qualcomm (QCOM) | 2% | 2.31% | 96.1% | - |
 Alphabet (GOOG) | 1.99% | 3.47% | 87.5% | - |
 PepsiCo (PEP) | 1.94% | 1.53% | 87.5% | - |
 BYD (01211.HK) | 1.92% | 0.7% | 83.04% | - |
 Adobe (ADBE) | 1.9% | 0.94% | 86.94% | - |
 Alphabet (GOOGL) | 1.63% | 3.39% | 78.66% | - |
 Walmart (WMT) | 1.6% | 2.12% | 82.88% | - |
 Meta (META) | 1.55% | 2.35% | 67.2% | - |
 Netflix (NFLX) | 1.55% | 1.94% | 61.7% | - |
 Shopify (SHOP) | 1.42% | 1.43% | 83.04% | - |
 Enphase (ENPH) | 1.35% | 0.15% | 93.39% | - |
 Infineon (IFX.DE) | 1.3% | 0% | 51.67% | 2/18/2025 |
 ARM (ARM) | 1.22% | 3.78% | 79.14% | - |
 iShares Global clean energy ETF (ICLN) | 1.13% | 0% | 89.01% | 3/25/2026 |
 Target (TGT) | 1.12% | 1.7% | 82.96% | - |
 ON Semiconductor (ON) | 1.1% | 0% | 81.21% | 5/28/2026 |
 Microchip (MCHP) | 1.07% | 0.31% | 88.61% | - |
 Autodesk (ADSK) | 1.04% | 0.63% | 82.56% | - |
 TSMC (TSM) | 1.03% | 2.47% | 80.73% | - |
 Allegro MicroSystems (ALGM) | 1.01% | 1.14% | 80.02% | - |
 DexCom (DXCM) | 0.99% | 1.14% | 83.12% | - |
 Salesforce (CRM) | 0.99% | 1.06% | 67.2% | - |
 Starbucks (SBUX) | 0.95% | 0.34% | 90.37% | - |
 Lattice (LSCC) | 0.89% | 0% | 67.6% | 2/3/2026 |
 Honeywell (HON) | 0.88% | 0% | 47.45% | 3/26/2025 |
 Johnson & Johnson (JNJ) | 0.88% | 0% | 78.82% | 2/6/2026 |
 Agilent (A.US) | 0.87% | 0% | 73.57% | 11/11/2025 |
 SPDR Gold (GLD) | 0.87% | 0% | 42.12% | 9/2/2025 |
 Bitcoin (BTC) | 0.87% | 0.79% | 55.18% | - |
 Costco (COST) | 0.84% | 1.39% | 57.17% | - |
 Comcast (CMCSA) | 0.8% | 0.62% | 71.02% | - |
 NXP (NXPI) | 0.74% | 1.07% | 81.93% | - |
 STMicroelectronics (STMPA.PA) | 0.7% | 0.56% | 78.34% | - |
 Cisco (CSCO) | 0.7% | 0% | 39.97% | 4/4/2025 |
 Xiaomi (1810.HK) | 0.66% | 0.62% | 52.71% | - |
 Axcelis (ACLS) | 0.64% | 1.07% | 72.85% | - |
 UnitedHealth (UNH) | 0.62% | 0.78% | 64.01% | - |
 Supermicro (SMCI) | 0.59% | 0.68% | 59.08% | - |
 Tencent (0700.HK) | 0.58% | 0.63% | 36.86% | - |
 State Street SPDR S&P 500 ETF (SPY) | 0.55% | 1.79% | 42.91% | - |
 Qorvo (QRVO) | 0.48% | 0.51% | 71.5% | - |
 Intuit (INTU) | 0.47% | 0.75% | 50.48% | - |
 Nike (NKE) | 0.44% | 0.72% | 58.44% | - |
 Crocs (CROX) | 0.42% | 1.51% | 35.03% | - |
 Activision Blizzard, Inc. (ATVI) | 0.42% | 0% | 13.38% | 10/16/2023 |
 Spotify (SPOT) | 0.4% | 1.13% | 41.16% | - |
 Oracle (ORCL) | 0.39% | 1.56% | 27.47% | - |
 Palantir (PLTR) | 0.38% | 1.3% | 24.6% | - |
 Hershey (HSY) | 0.38% | 0% | 53.5% | 2/6/2026 |
 Lululemon (LULU) | 0.36% | 0.45% | 44.35% | - |
 Chipotle (CMG) | 0.35% | 0.39% | 57.32% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.33% | 0% | 60.03% | 4/15/2026 |
 Ishares Russell 2000 ETF (IWM) | 0.29% | 0% | 35.51% | 6/9/2025 |
 Vertex (VRTX) | 0.28% | 0% | 30.89% | 4/7/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.26% | 0.54% | 29.46% | - |
 Toyota (TM) | 0.25% | 0% | 52.23% | 2/6/2026 |
 Visa (V) | 0.25% | 0% | 29.3% | 4/7/2025 |
 STMicroelectronics (STMMI.MI) | 0.24% | 0% | 44.9% | 3/10/2026 |
 Solana (SOL) | 0.21% | 0.39% | 31.29% | - |
 First Solar (FSLR) | 0.2% | 0.21% | 30.25% | - |
 ASML (ASML) | 0.19% | 2.63% | 12.82% | - |
 Mastercard (MA) | 0.18% | 0% | 18.47% | 10/31/2024 |
 Boston Scientific (BSX.US) | 0.17% | 0.7% | 27.47% | - |
 Airbus (AIR.PA) | 0.17% | 0% | 23.17% | 3/17/2025 |
 Lam Research (LRCX) | 0.13% | 1.76% | 12.9% | - |
 Bitcoin Cash (BCH) | 0.12% | 0.28% | 17.75% | - |
 Eli Lilly (LLY) | 0.11% | 0% | 14.01% | 1/7/2026 |
 XRP (XRP) | 0.08% | 0.16% | 25.4% | - |
 Polygon Ecosystem (ex Matic) (POL) | 0.05% | 0% | 4.62% | 2/26/2024 |
 United States Oil Fund (USO) | 0.05% | 0% | 5.65% | 5/19/2025 |
 Celestia (TIA) | 0.04% | 0% | 4.78% | 11/23/2024 |
 Sandisk Corp/DE (SNDK) | 0.01% | 0.39% | 3.11% | - |
 Sony (SONY) | 0% | 0% | 0.08% | 6/12/2024 |
 Terra 2.0 (LUNA2) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 4.31% | 4.85% |
| Micron (MU) | 1.79% | 4.37% |
| Apple (AAPL) | 3.89% | 3.96% |
| Microsoft (MSFT) | 3.99% | 3.82% |
| Amazon (AMZN) | 3.26% | 3.32% |
| AMD (AMD) | 1.89% | 3.14% |
| Meta (META) | 3.26% | 3.1% |
| Broadcom (AVGO) | 2.1% | 2.88% |
| Alphabet (GOOGL) | 1.58% | 2.53% |
| Tesla (TSLA) | 2.42% | 2.48% |
| Intel (INTC) | 1.68% | 2.12% |
| PepsiCo (PEP) | 2.21% | 2% |
| Netflix (NFLX) | 1.89% | 1.99% |
| McDonald's (MCD) | 2% | 1.99% |
| Alphabet (GOOG) | 1.26% | 1.99% |
| ARM (ARM) | 2.31% | 1.77% |
| Coca-Cola (KO) | 1.89% | 1.77% |
| Target (TGT) | 1.79% | 1.7% |
| Adobe (ADBE) | 2.1% | 1.69% |
| Salesforce (CRM) | 1.68% | 1.63% |
| Oracle (ORCL) | 2% | 1.62% |
| Palantir (PLTR) | 1.58% | 1.59% |
| Shopify (SHOP) | 0.95% | 1.58% |
| Costco (COST) | 1.68% | 1.5% |
| Qualcomm (QCOM) | 1.47% | 1.49% |
| TSMC (TSM) | 1.26% | 1.44% |
| Crocs (CROX) | 1.37% | 1.27% |
| Procter & Gamble (PG) | 1.47% | 1.26% |
| State Street SPDR S&P 500 ETF (SPY) | 1.26% | 1.23% |
| Walmart (WMT) | 1.16% | 1.23% |
| Novo Nordisk (NOVO-B.CO) | 1.47% | 1.22% |
| DexCom (DXCM) | 1.58% | 1.21% |
| BYD (01211.HK) | 1.66% | 1.21% |
| Intuit (INTU) | 1.16% | 1.06% |
| Bitcoin (BTC) | 1.26% | 1.05% |
| First Solar (FSLR) | 0.74% | 1% |
| Xiaomi (1810.HK) | 1.32% | 0.95% |
| Supermicro (SMCI) | 1.47% | 0.94% |
| UnitedHealth (UNH) | 1.26% | 0.94% |
| Comcast (CMCSA) | 1.16% | 0.9% |
| Autodesk (ADSK) | 0.84% | 0.89% |
| Lululemon (LULU) | 0.95% | 0.83% |
| Spotify (SPOT) | 0.95% | 0.8% |
| Hershey (HSY) | 0.84% | 0.79% |
| Nike (NKE) | 0.95% | 0.76% |
| Axcelis (ACLS) | 0.84% | 0.67% |
| Chipotle (CMG) | 0.95% | 0.66% |
| ON Semiconductor (ON) | 0.74% | 0.61% |
| Bitcoin Cash (BCH) | 0.63% | 0.6% |
| Microchip (MCHP) | 0.74% | 0.59% |
| Boston Scientific (BSX.US) | 0.63% | 0.56% |
| Eli Lilly (LLY) | 0.42% | 0.54% |
| STMicroelectronics (STMPA.PA) | 0.74% | 0.53% |
| Solana (SOL) | 0.74% | 0.52% |
| Allegro MicroSystems (ALGM) | 0.63% | 0.5% |
| Enphase (ENPH) | 1.05% | 0.47% |
| NXP (NXPI) | 0.53% | 0.45% |
| STMicroelectronics (STMMI.MI) | 0.53% | 0.45% |
| Starbucks (SBUX) | 0.53% | 0.41% |
| Tencent (0700.HK) | 0.42% | 0.4% |
| XRP (XRP) | 0.53% | 0.38% |
| Lattice (LSCC) | 0.42% | 0.37% |
| Qorvo (QRVO) | 0.42% | 0.34% |
| Johnson & Johnson (JNJ) | 0.21% | 0.26% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.21% | 0.19% |
| Toyota (TM) | 0.21% | 0.18% |
| iShares Global clean energy ETF (ICLN) | 0.21% | 0.17% |
Cash & Instruments Over Time
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