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Portfolio Diversification
Range
Most Diversified
30 instruments
November 18, 2025
Least Diversified
0 instruments
March 12, 2022
Average
13.9 instruments
Most Consistent Holdings
Top 5
V88.25%
MSFT87.89%
BAC78.12%
KO72.48%
NVDA71.28%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 16.04% | 6.47% | 87.89% | - |
 fyanezn | 15.03% | 0% | 52.58% | 12/10/2024 |
| NVIDIA (NVDA) | 7.88% | 0% | 71.28% | 10/2/2026 |
 Apple (AAPL) | 6.13% | 0% | 43.41% | 12/27/2024 |
 Ethereum (ETH) | 4.79% | 12.39% | 40.41% | - |
 Cardano (ADA) | 4.7% | 6.48% | 51.86% | - |
| Visa (V) | 3.18% | 1.54% | 88.25% | - |
 Alphabet (GOOG) | 2.81% | 11.32% | 34.59% | - |
 ASML (ASML) | 2.64% | 0% | 28.18% | 5/22/2026 |
| Coca-Cola (KO) | 2.64% | 0% | 72.48% | 2/24/2026 |
| Bank of America (BAC) | 2.51% | 1.81% | 78.12% | - |
 Vanguard Information Technology (VGT) | 1.84% | 7.55% | 33.87% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1.8% | 7.18% | 40.41% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 1.43% | 0.42% | 42.33% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 1.42% | 5.93% | 35.97% | - |
 Schlumberger (SLB) | 1.32% | 4.76% | 29.2% | - |
 Delta (DAL) | 1.15% | 0% | 30.82% | 12/16/2025 |
 Nike (NKE) | 1.11% | 1.39% | 50.3% | - |
 Alibaba (BABA) | 1.05% | 1.26% | 49.1% | - |
 Procter & Gamble (PG) | 0.91% | 0% | 21.28% | 10/14/2026 |
 Occidental (OXY) | 0.81% | 0% | 30.88% | 3/20/2026 |
 FedEx (FDX) | 0.78% | 0% | 26.2% | 12/23/2025 |
 UPS (UPS) | 0.77% | 3.99% | 23.56% | - |
 Novo-Nordisk (NVO) | 0.73% | 3.45% | 22.12% | - |
 Chevron (CVX.US) | 0.66% | 1.38% | 46.82% | - |
 Jpm Nasdaq Equity Premium (JEPQ) | 0.58% | 2% | 34.41% | - |
 PepsiCo (PEP) | 0.57% | 1.66% | 27.64% | - |
 UnitedHealth (UNH) | 0.36% | 3.05% | 13.07% | - |
 Pfizer (PFE) | 0.32% | 0% | 41.55% | 10/14/2026 |
 McDonald's (MCD) | 0.3% | 3.24% | 30.28% | - |
 Mondelez (MDLZ) | 0.25% | 0% | 4.38% | 2/25/2025 |
 W&T Offshore (WTI) | 0.2% | 0% | 8.87% | 3/6/2024 |
 Tesla (TSLA) | 0.17% | 0% | 5.28% | 6/6/2025 |
 Hershey (HSY) | 0.13% | 0% | 6.59% | 2/25/2025 |
 Johnson & Johnson (JNJ) | 0.13% | 0.48% | 38.01% | - |
 Caterpillar (CAT) | 0.12% | 0% | 19.06% | 2/24/2026 |
 TransMedics (TMDX) | 0.11% | 0% | 7.13% | 2/27/2025 |
 Oil (Non Expiry) (OIL) | 0.03% | 0% | 0.54% | 9/10/2024 |
 Solana (SOL) | 0.02% | 0.13% | 20.02% | - |
 Bitcoin (BTC) | 0.02% | 0% | 0.72% | 3/23/2023 |
 U-Haul (UHAL.B) | 0% | 0% | 0.42% | 11/17/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| ASML (ASML) | 14.15% | 18.26% |
| Ethereum (ETH) | 11.16% | 12.14% |
| Alphabet (GOOG) | 4.98% | 8.57% |
| Cardano (ADA) | 15.88% | 7.59% |
| Schlumberger (SLB) | 4.94% | 4.69% |
| Vanguard Information Technology (VGT) | 3.29% | 4.29% |
| Microsoft (MSFT) | 2.33% | 3.94% |
| Schwab US Dividend Equity ETF (SCHD) | 4.18% | 3.79% |
| Novo-Nordisk (NVO) | 4.01% | 3.32% |
| UPS (UPS) | 3.22% | 3.23% |
| NVIDIA (NVDA) | 2.22% | 3.04% |
| State Street Energy Select Sector SPDR ETF (XLE) | 3.04% | 2.91% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 3.39% | 2.88% |
| Procter & Gamble (PG) | 2.86% | 2.33% |
| PepsiCo (PEP) | 2.11% | 1.81% |
| Occidental (OXY) | 2.29% | 1.64% |
| Nike (NKE) | 1.98% | 1.53% |
| Jpm Nasdaq Equity Premium (JEPQ) | 1.47% | 1.42% |
| Bank of America (BAC) | 0.9% | 1.34% |
| Alibaba (BABA) | 0.74% | 1.22% |
| Visa (V) | 0.58% | 0.87% |
| Caterpillar (CAT) | 0.45% | 0.7% |
| Chevron (CVX.US) | 0.75% | 0.68% |
| Coca-Cola (KO) | 0.53% | 0.57% |
| McDonald's (MCD) | 0.48% | 0.42% |
| Pfizer (PFE) | 0.53% | 0.41% |
| Johnson & Johnson (JNJ) | 0.2% | 0.25% |
| Solana (SOL) | 0.15% | 0.12% |
Cash & Instruments Over Time
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