Portfolio Diversification
Range
Most Diversified
43 instruments
March 28, 2024
Least Diversified
1 instruments
February 5, 2024
Average
21.4 instruments
Most Consistent Holdings
Top 5
META99.85%
TSLA99.85%
NVDA99.85%
BTC98.8%
ETH96.71%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 5, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Tesla (TSLA) | 13.19% | 13.88% | 99.85% | - |
| NVIDIA (NVDA) | 11.76% | 10.92% | 99.85% | - |
 Vanguard S&P 500 ETF (VOO) | 9.89% | 0% | 76.38% | 7/3/2025 |
| Meta (META) | 7.52% | 12.87% | 99.85% | - |
 XRP (XRP) | 4.88% | 41.34% | 28.7% | - |
 Amazon (AMZN) | 3.54% | 0% | 79.07% | 8/14/2025 |
 Dogecoin (DOGE) | 3.21% | 8.77% | 44.1% | - |
| Bitcoin (BTC) | 2.09% | 8.52% | 98.8% | - |
 Waste Management (WM) | 2.08% | 0% | 34.38% | 11/6/2024 |
 Altria (MO) | 2.06% | 0% | 49.33% | 7/18/2025 |
 Alphabet (GOOG) | 2.03% | 0% | 46.64% | 12/16/2024 |
 TSMC (TSM) | 1.82% | 0% | 71.6% | 6/26/2025 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 1.74% | 0% | 62.78% | 7/2/2025 |
| Ethereum (ETH) | 1.61% | 3.68% | 96.71% | - |
 Apple (AAPL) | 1.54% | 0% | 48.13% | 6/2/2025 |
 Monolithic Power (MPWR) | 1.52% | 0% | 24.51% | 4/24/2025 |
 Vanguard Information Technology (VGT) | 1.41% | 0% | 43.5% | 11/25/2024 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.41% | 0% | 48.43% | 3/28/2025 |
 Invesco QQQ (QQQ) | 1.4% | 0% | 43.5% | 11/25/2024 |
 Microsoft (MSFT) | 1.31% | 0% | 46.64% | 12/16/2024 |
 Micron (MU) | 1.22% | 0% | 49.33% | 6/2/2025 |
 SPDR S&P 500 ETF (SPY) | 1.2% | 0% | 42.3% | 11/25/2024 |
 iShares Core S&P 500 ETF (IVV) | 1.18% | 0% | 42.3% | 11/25/2024 |
 Bank of America (BAC) | 0.99% | 0% | 31.69% | 9/6/2024 |
 Walmart (WMT) | 0.98% | 0% | 31.69% | 9/6/2024 |
 McDonald's (MCD) | 0.95% | 0% | 29.3% | 8/21/2024 |
 Global SuperDividend US ETF (DIV) | 0.76% | 0% | 32.88% | 6/6/2025 |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.66% | 0% | 51.57% | 1/27/2025 |
 Take-Two (TTWO) | 0.55% | 0% | 33.48% | 11/24/2025 |
 Icahn Enterprises (IEP) | 0.48% | 0% | 22.57% | 8/28/2025 |
 Domino's (DPZ) | 0.48% | 0% | 31.24% | 9/19/2024 |
 Vanguard Total International Stock ETF (VXUS) | 0.41% | 0% | 29.6% | 8/23/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.41% | 0% | 29.15% | 8/29/2024 |
 Intel (INTC) | 0.37% | 0% | 30.49% | 10/18/2024 |
 PepsiCo (PEP) | 0.37% | 0% | 25.11% | 7/24/2024 |
 Home Depot (HD) | 0.34% | 0% | 23.77% | 8/21/2024 |
 iShares Core High Dividend ETF (HDV) | 0.29% | 0% | 16.14% | 8/23/2024 |
 Coca-Cola (KO) | 0.27% | 0% | 25.11% | 7/24/2024 |
 AMD (AMD) | 0.25% | 0% | 18.98% | 7/8/2024 |
 Shiba (in millions) (SHIBxM) | 0.2% | 0% | 25.56% | 9/26/2024 |
 NextEra Energy Partners (XIFR) | 0.19% | 0% | 19.88% | 8/8/2025 |
 Chainlink (LINK) | 0.17% | 0% | 15.99% | 9/19/2024 |
 Pfizer (PFE) | 0.13% | 0% | 13.15% | 6/24/2024 |
| 0.11% | 0% | 17.04% | 9/26/2024 | |
 Vanguard Real Estate ETF (VNQ) | 0.1% | 0% | 7.62% | 3/28/2024 |
 B. Riley (RILY) | 0.06% | 0% | 15.7% | 7/2/2025 |
 Mastercard (MA) | 0.05% | 0% | 13.3% | 6/24/2024 |
 AES (AES) | 0.05% | 0% | 9.57% | 8/1/2025 |
 Starbucks (SBUX) | 0.05% | 0% | 13.15% | 6/24/2024 |
 Palantir (PLTR) | 0.04% | 0% | 2.24% | 9/3/2025 |
 CNR (CNI) | 0.04% | 0% | 7.92% | 8/23/2024 |
 EA (EA) | 0.04% | 0% | 13.3% | 6/3/2024 |
 Monster Beverage (MNST) | 0.04% | 0% | 16.44% | 6/24/2024 |
 NextEra (NEE) | 0.04% | 0% | 10.31% | 7/10/2025 |
 Visa (V) | 0.03% | 0% | 7.77% | 5/17/2024 |
 Petrobras (PBR) | 0.03% | 0% | 13.75% | 6/17/2025 |
 Western Midstream (WES) | 0.02% | 0% | 7.03% | 6/17/2025 |
 First Horizon (FHN) | 0.02% | 0% | 1.2% | 4/23/2025 |
 American Water (AWK) | 0.02% | 0% | 6.28% | 6/13/2025 |
 Berkshire Hathaway (BRK.B) | 0.01% | 0% | 7.32% | 6/11/2024 |
 UnitedHealth (UNH) | 0.01% | 0% | 4.04% | 6/11/2025 |
 Sony (SONY) | 0.01% | 0% | 8.67% | 5/2/2024 |
 Ford (F) | 0.01% | 0% | 1.94% | 5/31/2024 |
 MicroStrategy (MSTR) | 0.01% | 0% | 1.05% | 8/7/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.01% | 0% | 2.39% | 9/6/2024 |
 Summit Therapeutics (SMMT) | 0.01% | 0% | 0.45% | 6/6/2025 |
 ExxonMobil (XOM) | 0.01% | 0% | 4.48% | 4/19/2024 |
 Ambarella (AMBA) | 0% | 0% | 0.45% | 6/2/2025 |
 JinkoSolar (JKS) | 0% | 0% | 5.53% | 6/13/2025 |
 Litecoin (LTC) | 0% | 0% | 3.44% | 2/27/2024 |
 Petrobras (PBR.A) | 0% | 0% | 2.54% | 7/5/2024 |
 Waste Connections (WCN) | 0% | 0% | 2.09% | 7/19/2024 |
 NXP (NXPI) | 0% | 0% | 1.05% | 7/30/2024 |
 British American Tobacco (BTI) | 0% | 0% | 7.17% | 5/7/2025 |
 Liquidia (LQDA) | 0% | 0% | 0.3% | 6/12/2025 |
 Consumer Discret Select Sector SPDR (XLY) | 0% | 0% | 1.79% | 4/8/2024 |
 Dominion Energy (D) | 0% | 0% | 0.75% | 5/7/2025 |
 Consumer Staples Select Sector SPDR (XLP) | 0% | 0% | 0.75% | 4/1/2024 |
 Industrial Select Sector SPDR (XLI) | 0% | 0% | 0.75% | 4/1/2024 |
 Financial Select Sector SPDR (XLF) | 0% | 0% | 0.75% | 4/1/2024 |
 3M (MMM) | 0% | 0% | 1.05% | 6/24/2024 |
 Sonic (prev. FTM) (S) | 0% | 0% | 0.6% | 8/4/2025 |
 Aave (AAVE) | 0% | 0% | 0.15% | 6/5/2024 |
 Southern Co (SO) | 0% | 0% | 0.45% | 5/5/2025 |
 Duke Energy (DUK) | 0% | 0% | 0.45% | 5/5/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 25.46% | 24.76% |
| Vanguard S&P 500 ETF (VOO) | 12.35% | 12.91% |
| Tesla (TSLA) | 12.77% | 12.49% |
| Meta (META) | 7.69% | 8.31% |
| Altria (MO) | 7.3% | 6.96% |
| Monolithic Power (MPWR) | 5.41% | 5.25% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 5.12% | 4.73% |
| Global SuperDividend US ETF (DIV) | 5.25% | 4.72% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 5.12% | 4.67% |
| TSMC (TSM) | 3.56% | 4.08% |
| Amazon (AMZN) | 3.16% | 3.89% |
| Micron (MU) | 3.8% | 3.43% |
| Bitcoin (BTC) | 1.41% | 1.87% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 1.02% | 1.14% |
| Ethereum (ETH) | 0.57% | 0.78% |