Portfolio Diversification
Range
Most Diversified
29 instruments
October 23, 2025
Least Diversified
0 instruments
March 12, 2022
Average
10.9 instruments
Most Consistent Holdings
Top 5
MSFT85.6%
V85.6%
KO84.37%
BAC72.52%
NVDA66.64%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 12, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 fyanezn | 19.4% | 0% | 67.88% | 12/10/2024 |
| Microsoft (MSFT) | 19.24% | 3.99% | 85.6% | - |
| NVIDIA (NVDA) | 9.14% | 4.26% | 66.64% | - |
 Apple (AAPL) | 7.92% | 0% | 56.04% | 12/27/2024 |
 Cardano (ADA) | 3.91% | 8.99% | 38.62% | - |
| Visa (V) | 3.8% | 0.8% | 85.6% | - |
| Coca-Cola (KO) | 3.35% | 0.53% | 84.37% | - |
 Ethereum (ETH) | 2.83% | 15.05% | 23.84% | - |
| Bank of America (BAC) | 2.75% | 1.2% | 72.52% | - |
 ASML (ASML.RTH) | 1.86% | 16.52% | 20.9% | - |
 Delta (DAL) | 1.39% | 2.41% | 35.99% | - |
 Nike (NKE) | 1.02% | 1.56% | 37.07% | - |
 Alibaba (BABA) | 0.97% | 1.36% | 35.14% | - |
 Alphabet (GOOG) | 0.91% | 6.66% | 16.33% | - |
 FedEx (FDX) | 0.9% | 2.2% | 29.49% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.87% | 2.64% | 26.32% | - |
 Occidental (OXY) | 0.86% | 1.59% | 28.79% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.76% | 3.5% | 23.92% | - |
 Vanguard Information Technology (VGT) | 0.63% | 4.13% | 15.87% | - |
 Chevron (CVX) | 0.56% | 0.65% | 32.12% | - |
 PepsiCo (PEP) | 0.52% | 1.79% | 23.84% | - |
 Energy Select Sector SPDR (XLE) | 0.5% | 2.69% | 18.11% | - |
 Schlumberger (SLB.RTH) | 0.4% | 4.1% | 9.6% | - |
 Mondelez (MDLZ) | 0.32% | 0% | 5.65% | 2/25/2025 |
 McDonald's (MCD) | 0.27% | 0.4% | 27.24% | - |
 Pfizer (PFE) | 0.27% | 0.38% | 27.17% | - |
 W&T Offshore (WTI) | 0.25% | 0% | 11.46% | 3/6/2024 |
 Jpm Nasdaq Equity Premium (JEPQ) | 0.23% | 1.34% | 16.1% | - |
 Tesla (TSLA) | 0.22% | 0% | 6.81% | 6/6/2025 |
 Hershey (HSY) | 0.17% | 0% | 8.51% | 2/25/2025 |
 TransMedics (TMDX) | 0.15% | 0% | 9.21% | 2/27/2025 |
 Caterpillar (CAT) | 0.08% | 0.6% | 15.87% | - |
 Johnson & Johnson (JNJ) | 0.06% | 0.21% | 21.28% | - |
 UPS (UPS.RTH) | 0.06% | 2.66% | 2.4% | - |
 Oil (Non Expiry) (OIL) | 0.04% | 0% | 0.7% | 9/10/2024 |
 Bitcoin (BTC) | 0.03% | 0% | 0.93% | 3/23/2023 |
 Procter & Gamble (PG) | 0.02% | 2.33% | 0.85% | - |
 Novo-Nordisk (NVO) | 0% | 1.62% | 0.23% | - |
 U-Haul (UHAL.B) | 0% | 0% | 0.54% | 11/17/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 13.09% | 18.8% |
| Cardano (ADA) | 5.37% | 9.48% |
| Mondelez (MDLZ) | 8.38% | 6.66% |
| Delta (DAL) | 5.08% | 5.89% |
| Occidental (OXY) | 6.78% | 5.51% |
| Visa (V) | 3.27% | 4.27% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 4.9% | 4.06% |
| Bank of America (BAC) | 2.89% | 3.92% |
| Alibaba (BABA) | 4.17% | 3.86% |
| Chevron (CVX) | 4.2% | 3.53% |
| Nike (NKE) | 4.14% | 3.37% |
| Coca-Cola (KO) | 2.98% | 2.78% |
| FedEx (FDX) | 2.8% | 2.48% |
| Schwab US Dividend Equity ETF (SCHD) | 2.94% | 2.43% |
| Pfizer (PFE) | 2.99% | 2.37% |
| McDonald's (MCD) | 2.72% | 2.2% |
| Hershey (HSY) | 2.72% | 2.12% |
| TransMedics (TMDX) | 2.59% | 1.53% |
| Ethereum (ETH) | 1.4% | 1.14% |
| PepsiCo (PEP) | 1.09% | 0.89% |