Portfolio Diversification
Range
Most Diversified
58 instruments
September 27, 2023
Least Diversified
0 instruments
February 2, 2025
Average
52.8 instruments
Most Consistent Holdings
Top 5
AAPL99.8%
GOOG99.8%
META99.8%
MSFT99.8%
AMZN99.8%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 9.24% | 0% | 99.8% | 10/19/2025 |
 Bitcoin (BTC) | 8.56% | 0% | 71.57% | 10/19/2025 |
| Apple (AAPL) | 7.7% | 0% | 99.8% | 10/19/2025 |
 XRP (XRP) | 4.5% | 0% | 99.01% | 10/19/2025 |
 Tesla (TSLA) | 4.27% | 0% | 99.8% | 10/19/2025 |
 NVIDIA (NVDA) | 4.21% | 0% | 73.25% | 10/19/2025 |
 SPDR S&P 500 ETF (SPY) | 3.68% | 0% | 30.8% | 10/19/2025 |
 iShares Core High Dividend ETF (HDV) | 3.49% | 0% | 99.8% | 10/19/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 2.98% | 0% | 99.8% | 10/19/2025 |
| Meta (META) | 2.8% | 0% | 99.8% | 10/19/2025 |
| Alphabet (GOOG) | 2.63% | 0% | 99.8% | 10/19/2025 |
 Wesl3y | 2.43% | 0% | 71.67% | 1/6/2025 |
 Coca-Cola (KO) | 2.43% | 0% | 99.8% | 10/19/2025 |
 Pfizer (PFE) | 2.42% | 0% | 99.8% | 10/19/2025 |
 JPMorgan (JPM) | 2.22% | 0% | 99.8% | 10/19/2025 |
 McDonald's (MCD) | 2.05% | 0% | 99.8% | 10/19/2025 |
| Microsoft (MSFT) | 2.02% | 0% | 99.8% | 10/19/2025 |
 Altria (MO) | 2.02% | 0% | 99.8% | 10/19/2025 |
 Starbucks (SBUX.RTH) | 1.9% | 0% | 99.8% | 10/19/2025 |
 PepsiCo (PEP) | 1.87% | 0% | 99.8% | 10/19/2025 |
 Salesforce (CRM) | 1.62% | 0% | 99.8% | 10/19/2025 |
 Miyoshi | 1.55% | 0% | 71.67% | 1/6/2025 |
| Amazon (AMZN) | 1.47% | 0% | 99.8% | 10/19/2025 |
 Cardano (ADA) | 1.4% | 0% | 99.8% | 10/19/2025 |
 IBM (IBM) | 1.4% | 0% | 99.8% | 10/19/2025 |
 Mastercard (MA) | 1.37% | 0% | 99.8% | 10/19/2025 |
 Disney (DIS) | 1.25% | 0% | 99.8% | 10/19/2025 |
 Ethereum (ETH) | 1.24% | 0% | 69.69% | 10/19/2025 |
 AT&T (T) | 1.23% | 0% | 99.8% | 10/19/2025 |
 BMW (BMW.DE) | 1.09% | 0% | 99.8% | 10/19/2025 |
 Chevron (CVX) | 0.91% | 0% | 99.8% | 10/19/2025 |
 Realty Income (O) | 0.91% | 0% | 99.8% | 10/19/2025 |
 ExxonMobil (XOM) | 0.82% | 0% | 42.15% | 3/11/2024 |
 Verizon (VZ) | 0.77% | 0% | 99.8% | 10/19/2025 |
 Johnson & Johnson (JNJ) | 0.62% | 0% | 99.8% | 10/19/2025 |
 Take-Two (TTWO) | 0.54% | 0% | 99.8% | 10/19/2025 |
 PayPal (PYPL) | 0.53% | 0% | 99.8% | 10/19/2025 |
 Social-Investor | 0.53% | 0% | 41.66% | 3/6/2024 |
 AbbVie (ABBV) | 0.43% | 0% | 99.8% | 10/19/2025 |
 Netflix (NFLX) | 0.42% | 0% | 60.02% | 10/19/2025 |
 TKO (TKO) | 0.42% | 0% | 73.94% | 10/19/2025 |
 BYD (01211.HK) | 0.42% | 0% | 78.18% | 10/19/2025 |
 Coinbase (COIN) | 0.35% | 0% | 99.8% | 10/19/2025 |
 Canadian Solar (CSIQ) | 0.33% | 0% | 99.8% | 10/19/2025 |
 eBay (EBAY) | 0.24% | 0% | 81.44% | 4/16/2025 |
 UnitedHealth (UNH) | 0.23% | 0% | 28.53% | 10/19/2025 |
 Under Armour (UA) | 0.2% | 0% | 68.21% | 12/2/2024 |
 Grab (GRAB) | 0.2% | 0% | 68.21% | 12/2/2024 |
 SPDR EURO STOXX 50 ETF (FEZ) | 0.19% | 0% | 22.51% | 10/19/2025 |
 ASML (ASML.RTH) | 0.19% | 0% | 22.61% | 10/19/2025 |
 Solana (SOL) | 0.18% | 0% | 27.34% | 10/19/2025 |
 Build and Build (BNB) | 0.18% | 0% | 42.05% | 3/10/2024 |
 Sunrun (RUN) | 0.18% | 0% | 99.8% | 10/19/2025 |
 Lumen (LUMN) | 0.17% | 0% | 68.21% | 12/2/2024 |
 Warner Bros Discovery (WBD) | 0.16% | 0% | 68.21% | 12/2/2024 |
 Stellar (XLM) | 0.14% | 0% | 67.42% | 11/24/2024 |
 LVMH (MC.PA) | 0.13% | 0% | 20.63% | 10/19/2025 |
 Alibaba (BABA) | 0.12% | 0% | 99.8% | 10/19/2025 |
 Energy Select Sector SPDR (XLE) | 0.1% | 0% | 25.37% | 10/19/2025 |
 AI-Revolution | 0.1% | 0% | 3.46% | 1/13/2025 |
 Etsy (ETSY) | 0.08% | 0% | 68.21% | 12/2/2024 |
 Consumer Staples Select Sector SPDR (XLP) | 0.08% | 0% | 22.51% | 10/19/2025 |
 Ferrari (RACE) | 0.07% | 0% | 18.36% | 10/19/2025 |
 Logitech (LOGI) | 0.07% | 0% | 19.25% | 10/19/2025 |
 Decentraland (MANA) | 0.06% | 0% | 68.21% | 12/2/2024 |
 ApeCoin (APE) | 0.05% | 0% | 68.21% | 12/2/2024 |
 Technology Select Sector SPDR (XLK) | 0.05% | 0% | 22.61% | 10/19/2025 |
 Hershey (HSY) | 0.04% | 0% | 22.61% | 10/19/2025 |
 NextEra (NEE) | 0.04% | 0% | 22.61% | 10/19/2025 |
 Roku (ROKU) | 0.04% | 0% | 68.21% | 12/2/2024 |
 Jpmorgan Equity Premium Inco (JEPI) | 0.04% | 0% | 13.72% | 10/19/2025 |
 Financial Select Sector SPDR (XLF) | 0.02% | 0% | 6.12% | 5/8/2025 |
 Berkshire Hathaway (BRK.B) | 0.01% | 0% | 6.12% | 5/5/2025 |
 Prosus (PRX.NV) | 0.01% | 0% | 21.03% | 4/16/2024 |
 iShares Gold Trust (IAU) | 0% | 0% | 1.58% | 5/7/2025 |
 Ares Capital (ARCC) | 0% | 0% | 1.28% | 10/19/2025 |
 Meituan (03690.HK) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 ETF (SPY) | 10.95% | 9.69% |
| Vanguard S&P 500 ETF (VOO) | 7.75% | 9.37% |
| Apple (AAPL) | 5.4% | 8.4% |
| Tesla (TSLA) | 5.8% | 7.68% |
| Schwab US Dividend Equity ETF (SCHD) | 3.54% | 3.18% |
| Wesl3y | 3.77% | 3.13% |
| iShares Core High Dividend ETF (HDV) | 3.08% | 3.12% |
| Meta (META) | 1.57% | 2.87% |
| AI-Revolution | 3.16% | 2.78% |
| Alphabet (GOOG) | 1.61% | 2.31% |
| JPMorgan (JPM) | 1.29% | 2.3% |
| Coca-Cola (KO) | 1.93% | 2.02% |
| Miyoshi | 2.04% | 1.92% |
| Cardano (ADA) | 2.97% | 1.88% |
| Altria (MO) | 1.93% | 1.87% |
| Pfizer (PFE) | 3.3% | 1.84% |
| McDonald's (MCD) | 1.61% | 1.83% |
| Salesforce (CRM) | 1.29% | 1.76% |
| Microsoft (MSFT) | 1.29% | 1.75% |
| Starbucks (SBUX.RTH) | 1.93% | 1.63% |
| Amazon (AMZN) | 1.29% | 1.57% |
| IBM (IBM) | 0.97% | 1.47% |
| Mastercard (MA) | 0.97% | 1.4% |
| PepsiCo (PEP) | 1.29% | 1.26% |
| AT&T (T) | 1.61% | 1.24% |
| Disney (DIS) | 2.25% | 1.23% |
| NVIDIA (NVDA) | 1.29% | 1.14% |
| BMW (BMW.DE) | 0.97% | 0.84% |
| Chevron (CVX) | 0.97% | 0.75% |
| Realty Income (O) | 0.97% | 0.71% |
| Verizon (VZ) | 0.97% | 0.68% |
| PayPal (PYPL) | 1.94% | 0.58% |
| Take-Two (TTWO) | 0.64% | 0.53% |
| TKO (TKO) | 0.32% | 0.51% |
| Johnson & Johnson (JNJ) | 0.64% | 0.48% |
| Coinbase (COIN) | 0.64% | 0.44% |
| XRP (XRP) | 0.48% | 0.43% |
| BYD (01211.HK) | 0.32% | 0.3% |
| AbbVie (ABBV) | 0.32% | 0.3% |
| eBay (EBAY) | 0.32% | 0.29% |
| Bitcoin (BTC) | 0.32% | 0.27% |
| Canadian Solar (CSIQ) | 0.64% | 0.15% |
| Sunrun (RUN) | 0.32% | 0.1% |
| Alibaba (BABA) | 0.32% | 0.09% |