Portfolio Diversification
Range
Most Diversified
20 instruments
April 4, 2025
Least Diversified
12 instruments
January 28, 2023
Average
15.8 instruments
Most Consistent Holdings
Top 5
TSLA100%
NVDA100%
LLY99.75%
AVGO99.75%
UNH87.22%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 14.78% | 5.37% | 100% | - |
 Invesco QQQ (QQQ) | 13.75% | 0% | 75.35% | 8/9/2024 |
| Eli Lilly (LLY) | 12.39% | 5.19% | 99.75% | - |
| Tesla (TSLA) | 8.73% | 4.17% | 100% | - |
| Broadcom (AVGO) | 5.27% | 4.54% | 99.75% | - |
 Costco (COST) | 4.73% | 5.35% | 72.48% | - |
| UnitedHealth (UNH) | 4.36% | 0% | 87.22% | 1/2/2025 |
 Netflix (NFLX) | 4.23% | 5.12% | 70.27% | - |
 NextEra (NEE) | 3.16% | 0% | 30.22% | 1/27/2023 |
 Thermo Fisher (TMO) | 2.98% | 0% | 31.37% | 2/14/2023 |
 McDonald's (MCD) | 2.18% | 5.21% | 67.16% | - |
 Realty Income (O) | 2.16% | 0% | 48.57% | 1/2/2025 |
 Simon (SPG) | 2.04% | 4.79% | 61.1% | - |
 Microsoft (MSFT) | 2% | 0% | 58.97% | 2/11/2025 |
 Coca-Cola (KO) | 1.64% | 5.28% | 67.16% | - |
 AMD (AMD) | 1.5% | 1.38% | 42.51% | - |
 Walmart (WMT) | 1.25% | 5.11% | 68.3% | - |
 Lockheed Martin (LMT) | 1.05% | 5.07% | 53.07% | - |
 Apple (AAPL) | 0.94% | 0% | 29.81% | 2/11/2025 |
 T-Mobile (TMUS) | 0.93% | 4.84% | 12.78% | - |
 Deere (DE) | 0.9% | 4.97% | 12.78% | - |
 Charter (CHTR) | 0.8% | 0% | 20.88% | 9/22/2022 |
 Danaher (DHR) | 0.78% | 4.81% | 12.78% | - |
 iShares Gold Trust (IAU) | 0.65% | 6.91% | 29.32% | - |
 Ethereum (ETH) | 0.43% | 0% | 46.27% | 8/21/2024 |
 Progressive (PGR) | 0.39% | 4.59% | 9.5% | - |
 Amazon (AMZN) | 0.37% | 0% | 57.49% | 1/2/2024 |
 Linde (LIN) | 0.35% | 4.92% | 9.5% | - |
 Palo Alto Networks (PANW) | 0.24% | 6.24% | 6.96% | - |
 Vanguard Information Technology (VGT) | 0.22% | 0% | 26.86% | 8/2/2023 |
 HCA (HCA) | 0.18% | 6.01% | 5.98% | - |
 Beyond Meat (BYND) | 0.13% | 0% | 51.35% | 10/24/2023 |
 Bed Bath & Beyond Inc (BBBYQ) | 0.02% | 0% | 14.17% | 8/2/2023 |
 Ishares Russell 2000 ETF (IWM) | 0.01% | 0% | 0.25% | 1/3/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0.01% | 0% | 0.74% | 5/25/2022 |
 Alphabet (GOOG) | 0% | 0% | 0.25% | 1/3/2022 |
 Visa (V) | 0% | 0% | 0.25% | 1/3/2022 |
 Mastercard (MA) | 0% | 0% | 0.25% | 1/3/2022 |
 Disney (DIS) | 0% | 0% | 0.25% | 1/3/2022 |
 Bitcoin (BTC) | 0% | 0% | 0.16% | 1/2/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 7.51% | 22.78% |
| Eli Lilly (LLY) | 20.67% | 17.5% |
| Broadcom (AVGO) | 8.97% | 12.64% |
| Costco (COST) | 12% | 9.42% |
| Tesla (TSLA) | 6.62% | 8.13% |
| UnitedHealth (UNH) | 7.91% | 4.84% |
| Apple (AAPL) | 4.4% | 3.82% |
| Microsoft (MSFT) | 4.27% | 3.33% |
| Simon (SPG) | 3.07% | 2.98% |
| Realty Income (O) | 5.36% | 2.9% |
| McDonald's (MCD) | 4.39% | 2.84% |
| AMD (AMD) | 5.71% | 2.66% |
| Coca-Cola (KO) | 3.46% | 2.2% |
| iShares Gold Trust (IAU) | 2.71% | 1.78% |
| Lockheed Martin (LMT) | 1.8% | 1.16% |
| Walmart (WMT) | 1.06% | 0.99% |