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Portfolio Diversification
Range
Most Diversified
20 instruments
April 4, 2025
Least Diversified
0 instruments
November 12, 2025
Average
15.9 instruments
Most Consistent Holdings
Top 5
TSLA99.61%
NVDA99.61%
LLY99.42%
AVGO99.42%
WMT74.51%
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) | 13.23% | 9.78% | 99.61% | - |
| Eli Lilly (LLY) | 11.19% | 7.88% | 99.42% | - |
 Invesco QQQ (QQQ) | 10.89% | 0% | 59.66% | 8/9/2024 |
| Tesla (TSLA) | 8.25% | 7.88% | 99.61% | - |
| Broadcom (AVGO) | 5.6% | 11.33% | 99.42% | - |
 Costco (COST) | 4.37% | 0% | 70.75% | 1/2/2026 |
 Netflix (NFLX) | 3.96% | 0% | 69% | 1/2/2026 |
 UnitedHealth (UNH) | 3.45% | 0% | 69.07% | 1/2/2025 |
 NextEra (NEE) | 2.5% | 0% | 23.93% | 1/27/2023 |
| Walmart (WMT) | 2.44% | 10.6% | 74.51% | - |
 McDonald's (MCD) | 2.37% | 0% | 66.54% | 1/2/2026 |
 Thermo Fisher (TMO) | 2.36% | 0% | 24.84% | 2/14/2023 |
 iShares Gold Trust (IAU) | 2.29% | 10.03% | 43.64% | - |
 Simon (SPG) | 2.27% | 0% | 61.67% | 1/2/2026 |
 AMD (AMD) | 2.14% | 13.51% | 54.09% | - |
 Coca-Cola (KO) | 1.94% | 0% | 66.54% | 1/2/2026 |
 Realty Income (O) | 1.71% | 0% | 38.46% | 1/2/2025 |
 Microsoft (MSFT) | 1.58% | 0% | 46.69% | 2/11/2025 |
 Lockheed Martin (LMT) | 1.46% | 0% | 55.38% | 1/2/2026 |
 Deere (DE) | 1.31% | 0% | 23.48% | 1/2/2026 |
 T-Mobile (TMUS) | 1.3% | 0% | 23.48% | 1/2/2026 |
 Danaher (DHR) | 1.26% | 0% | 23.48% | 1/2/2026 |
 HCA (HCA) | 0.96% | 0% | 17.96% | 1/2/2026 |
 Palo Alto Networks (PANW) | 0.96% | 0% | 18.74% | 1/2/2026 |
 Linde (LIN) | 0.88% | 0% | 20.88% | 1/2/2026 |
 Caterpillar (CAT) | 0.83% | 12.87% | 7.07% | - |
 Progressive (PGR) | 0.81% | 0% | 20.82% | 1/2/2026 |
 Apple (AAPL) | 0.75% | 0% | 23.61% | 2/11/2025 |
 AbbVie (ABBV) | 0.67% | 8.08% | 7.07% | - |
 Charter (CHTR) | 0.63% | 0% | 16.54% | 9/22/2022 |
 Palantir (PLTR) | 0.63% | 7.8% | 7.07% | - |
 Ethereum (ETH) | 0.34% | 0% | 36.64% | 8/21/2024 |
 Amazon (AMZN) | 0.29% | 0% | 45.53% | 1/2/2024 |
 Vanguard Information Technology (VGT) | 0.17% | 0% | 21.27% | 8/2/2023 |
 Beyond Meat (BYND) | 0.1% | 0% | 40.66% | 10/24/2023 |
 Bed Bath & Beyond Inc (BBBYQ) | 0.02% | 0% | 11.22% | 8/2/2023 |
 Ishares Russell 2000 ETF (IWM) | 0.01% | 0% | 0.19% | 1/3/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0.01% | 0% | 0.58% | 5/25/2022 |
 Alphabet (GOOG) | 0% | 0% | 0.19% | 1/3/2022 |
 Visa (V) | 0% | 0% | 0.19% | 1/3/2022 |
 Mastercard (MA) | 0% | 0% | 0.19% | 1/3/2022 |
 Disney (DIS) | 0% | 0% | 0.19% | 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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