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Portfolio Diversification
Range
Most Diversified
16 instruments
May 4, 2023
Least Diversified
0 instruments
April 4, 2026
Average
12.4 instruments
Most Consistent Holdings
Top 5
SPYD99.01%
NKE94.9%
DIS94.37%
AMZN94.32%
META90.55%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 BigTech | 23.06% | 34.28% | 98.78% | - |
 OilWorldWide | 16.12% | 18.19% | 98.78% | - |
| Amazon (AMZN) | 9.94% | 11.42% | 94.32% | - |
| 6.74% | 0% | 33.53% | 8/28/2023 | |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 6.41% | 4.16% | 99.01% | - |
| Meta (META) | 5.01% | 5.11% | 90.55% | - |
 Vanguard S&P 500 ETF (VOO) | 4.62% | 6.55% | 65.95% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 4.02% | 0% | 33.12% | 8/28/2023 |
| Disney (DIS) | 2.84% | 2.51% | 94.37% | - |
| Nike (NKE) | 2.26% | 0.67% | 94.9% | - |
 Nu (NU) | 2.06% | 2.27% | 87.88% | - |
 PayPal (PYPL) | 2.05% | 0% | 42.29% | 4/19/2024 |
 Ford (F) | 1.71% | 1.6% | 75.06% | - |
 ExxonMobil (XOM) | 1.43% | 1.95% | 77.84% | - |
 Alphabet (GOOG) | 1.29% | 1.78% | 88.75% | - |
 Netflix (NFLX) | 1.1% | 0% | 16.59% | 2/24/2023 |
 Credit Suisse Group AG-ADR (CS.US) | 0.09% | 0% | 4.93% | 6/13/2023 |
 South Bow Corp (SOBO) | 0.02% | 0.05% | 42.63% | - |
 Apple (AAPL) | 0.02% | 0% | 0.29% | 5/8/2023 |
 Supermicro (SMCI) | 0.01% | 0% | 0.17% | 2/23/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 0.17% | 5/9/2022 |
 Coca-Cola (KO) | 0% | 0% | 0.17% | 7/17/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| BigTech | 23.41% | 30.59% |
| OilWorldWide | 18.68% | 13.9% |
| Amazon (AMZN) | 8.52% | 12.81% |
| Vanguard S&P 500 ETF (VOO) | 6.23% | 7.11% |
| Meta (META) | 2.84% | 6.38% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 6.82% | 4.48% |
| Nu (NU) | 1.14% | 3.14% |
| Disney (DIS) | 5.11% | 3.09% |
| Ford (F) | 2.84% | 2.15% |
| Alphabet (GOOG) | 1.14% | 2.12% |
| ExxonMobil (XOM) | 2.27% | 1.6% |
| Nike (NKE) | 4.2% | 1.37% |
| South Bow Corp (SOBO) | 0% | 0.05% |
Cash & Instruments Over Time
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