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Portfolio Diversification
Range
Most Diversified
20 instruments
April 4, 2025
Least Diversified
0 instruments
November 12, 2025
Average
16.1 instruments
Most Consistent Holdings
Top 5
TSLA99.73%
NVDA99.73%
LLY99.53%
AVGO99.53%
WMT73.83%
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) | 13.36% | 9.47% | 99.73% | - |
| Eli Lilly (LLY) | 11.28% | 9.24% | 99.53% | - |
 Invesco QQQ (QQQ) | 11.24% | 0% | 61.58% | 8/9/2024 |
| Tesla (TSLA) | 8.25% | 9.1% | 99.73% | - |
| Broadcom (AVGO) | 5.48% | 9.62% | 99.53% | - |
 Costco (COST) | 4.51% | 0% | 73.03% | 1/2/2026 |
 Netflix (NFLX) | 4.09% | 0% | 71.22% | 1/2/2026 |
 UnitedHealth (UNH) | 3.56% | 0% | 71.29% | 1/2/2025 |
 NextEra (NEE) | 2.58% | 0% | 24.7% | 1/27/2023 |
 McDonald's (MCD) | 2.45% | 0% | 68.67% | 1/2/2026 |
 Thermo Fisher (TMO) | 2.44% | 0% | 25.64% | 2/14/2023 |
 Simon (SPG) | 2.34% | 0% | 63.65% | 1/2/2026 |
| Walmart (WMT) | 2.17% | 10.9% | 73.83% | - |
 iShares Gold Trust (IAU) | 2.02% | 11.96% | 41.97% | - |
 Coca-Cola (KO) | 2.01% | 0% | 68.67% | 1/2/2026 |
 AMD (AMD) | 1.91% | 8.62% | 52.74% | - |
 Realty Income (O) | 1.76% | 0% | 39.69% | 1/2/2025 |
 Microsoft (MSFT) | 1.63% | 0% | 48.19% | 2/11/2025 |
 Lockheed Martin (LMT) | 1.5% | 0% | 57.16% | 1/2/2026 |
 Deere (DE) | 1.35% | 0% | 24.23% | 1/2/2026 |
 T-Mobile (TMUS) | 1.35% | 0% | 24.23% | 1/2/2026 |
 Danaher (DHR) | 1.3% | 0% | 24.23% | 1/2/2026 |
 HCA (HCA) | 1% | 0% | 18.54% | 1/2/2026 |
 Palo Alto Networks (PANW) | 1% | 0% | 19.34% | 1/2/2026 |
 Linde (LIN) | 0.91% | 0% | 21.55% | 1/2/2026 |
 Progressive (PGR) | 0.84% | 0% | 21.49% | 1/2/2026 |
 Apple (AAPL) | 0.77% | 0% | 24.36% | 2/11/2025 |
 Charter (CHTR) | 0.65% | 0% | 17.07% | 9/22/2022 |
 Caterpillar (CAT) | 0.48% | 11.42% | 4.22% | - |
 AbbVie (ABBV) | 0.41% | 10.07% | 4.22% | - |
 Palantir (PLTR) | 0.38% | 9.36% | 4.22% | - |
 Ethereum (ETH) | 0.35% | 0% | 37.82% | 8/21/2024 |
 Amazon (AMZN) | 0.3% | 0% | 46.99% | 1/2/2024 |
 Vanguard Information Technology (VGT) | 0.18% | 0% | 21.95% | 8/2/2023 |
 Beyond Meat (BYND) | 0.11% | 0% | 41.97% | 10/24/2023 |
 Bed Bath & Beyond Inc (BBBYQ) | 0.02% | 0% | 11.58% | 8/2/2023 |
 Ishares Russell 2000 ETF (IWM) | 0.01% | 0% | 0.2% | 1/3/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0.01% | 0% | 0.6% | 5/25/2022 |
 Alphabet (GOOG) | 0% | 0% | 0.2% | 1/3/2022 |
 Visa (V) | 0% | 0% | 0.2% | 1/3/2022 |
 Mastercard (MA) | 0% | 0% | 0.2% | 1/3/2022 |
 Disney (DIS) | 0% | 0% | 0.2% | 1/3/2022 |
 Bitcoin (BTC) | 0% | 0% | 0.13% | 1/2/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Gold Trust (IAU) | 6.83% | 8.18% |
| HCA (HCA) | 6.01% | 6.65% |
| Eli Lilly (LLY) | 6.33% | 6.6% |
| NVIDIA (NVDA) | 3.95% | 6.44% |
| Broadcom (AVGO) | 3.12% | 5.81% |
| Tesla (TSLA) | 3.12% | 5.79% |
| Walmart (WMT) | 5.43% | 5.33% |
| Palo Alto Networks (PANW) | 6.4% | 5.25% |
| Danaher (DHR) | 6.47% | 5.12% |
| Simon (SPG) | 3.57% | 4.99% |
| McDonald's (MCD) | 5.38% | 4.73% |
| Coca-Cola (KO) | 5.09% | 4.72% |
| Lockheed Martin (LMT) | 5.48% | 4.64% |
| Costco (COST) | 5.27% | 4.14% |
| Deere (DE) | 4.67% | 4.05% |
| Linde (LIN) | 5.47% | 4.04% |
| T-Mobile (TMUS) | 4.98% | 3.64% |
| Netflix (NFLX) | 4.22% | 3.52% |
| Progressive (PGR) | 5.19% | 3.42% |
| AMD (AMD) | 2.23% | 2.32% |
Cash & Instruments Over Time
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