Portfolio Diversification
Range
Most Diversified
20 instruments
April 4, 2025
Least Diversified
0 instruments
November 12, 2025
Average
16.3 instruments
Most Consistent Holdings
Top 5
TSLA99.79%
NVDA99.79%
LLY99.58%
AVGO99.58%
COST75.99%
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) | 13.62% | 6.02% | 99.79% | - |
 Invesco QQQ (QQQ) | 11.89% | 0% | 65.16% | 8/9/2024 |
| Eli Lilly (LLY) | 11.42% | 6.28% | 99.58% | - |
| Tesla (TSLA) | 8.22% | 5.88% | 99.79% | - |
| Broadcom (AVGO) | 5.29% | 6.01% | 99.58% | - |
| Costco (COST) | 4.72% | 4.23% | 75.99% | - |
 Netflix (NFLX) | 4.28% | 3.56% | 74.08% | - |
 UnitedHealth (UNH) | 3.77% | 0% | 75.42% | 1/2/2025 |
 NextEra (NEE) | 2.73% | 0% | 26.13% | 1/27/2023 |
 Thermo Fisher (TMO) | 2.58% | 0% | 27.12% | 2/14/2023 |
 McDonald's (MCD) | 2.53% | 4.87% | 71.39% | - |
 Simon (SPG) | 2.41% | 4.88% | 66.08% | - |
 Coca-Cola (KO) | 2.06% | 4.74% | 71.39% | - |
 Realty Income (O) | 1.87% | 0% | 42% | 1/2/2025 |
 Walmart (WMT) | 1.76% | 5.55% | 72.38% | - |
 Microsoft (MSFT) | 1.73% | 0% | 50.99% | 2/11/2025 |
 AMD (AMD) | 1.57% | 2.27% | 50.07% | - |
 iShares Gold Trust (IAU) | 1.54% | 8.13% | 38.67% | - |
 Lockheed Martin (LMT) | 1.53% | 4.59% | 59.21% | - |
 T-Mobile (TMUS) | 1.38% | 3.48% | 24.36% | - |
 Deere (DE) | 1.37% | 4.2% | 24.36% | - |
 Danaher (DHR) | 1.32% | 5.05% | 24.36% | - |
 Palo Alto Networks (PANW) | 0.99% | 5.44% | 19.19% | - |
 HCA (HCA) | 0.97% | 6.88% | 18.34% | - |
 Linde (LIN) | 0.91% | 3.93% | 21.53% | - |
 Progressive (PGR) | 0.84% | 3.5% | 21.46% | - |
 Apple (AAPL) | 0.82% | 0% | 25.78% | 2/11/2025 |
 Charter (CHTR) | 0.69% | 0% | 18.06% | 9/22/2022 |
 Ethereum (ETH) | 0.37% | 0% | 40.01% | 8/21/2024 |
 Amazon (AMZN) | 0.32% | 0% | 49.72% | 1/2/2024 |
 Vanguard Information Technology (VGT) | 0.19% | 0% | 23.23% | 8/2/2023 |
 Beyond Meat (BYND) | 0.11% | 0% | 44.41% | 10/24/2023 |
 Bed Bath & Beyond Inc (BBBYQ) | 0.02% | 0% | 12.25% | 8/2/2023 |
 Ishares Russell 2000 ETF (IWM) | 0.01% | 0% | 0.21% | 1/3/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0.01% | 0% | 0.64% | 5/25/2022 |
 Alphabet (GOOG) | 0% | 0% | 0.21% | 1/3/2022 |
 Visa (V) | 0% | 0% | 0.21% | 1/3/2022 |
 Mastercard (MA) | 0% | 0% | 0.21% | 1/3/2022 |
 Disney (DIS) | 0% | 0% | 0.21% | 1/3/2022 |
 Bitcoin (BTC) | 0% | 0% | 0.14% | 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% |