Portfolio Diversification
Range
Most Diversified
30 instruments
November 18, 2025
Least Diversified
0 instruments
March 12, 2022
Average
11.5 instruments
Most Consistent Holdings
Top 5
V85.87%
MSFT85.72%
KO84.68%
BAC73.24%
NVDA67.56%
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 | 18.73% | 0% | 65.55% | 12/10/2024 |
| Microsoft (MSFT) | 18.7% | 3.82% | 85.72% | - |
| NVIDIA (NVDA) | 8.93% | 2.87% | 67.56% | - |
 Apple (AAPL) | 7.65% | 0% | 54.11% | 12/27/2024 |
 Cardano (ADA) | 4.1% | 10.24% | 40.51% | - |
| Visa (V) | 3.7% | 0.77% | 85.87% | - |
| Coca-Cola (KO) | 3.25% | 0.55% | 84.68% | - |
 Ethereum (ETH) | 3.14% | 12.98% | 26.23% | - |
| Bank of America (BAC) | 2.7% | 1.25% | 73.24% | - |
 ASML (ASML) | 2.34% | 18.09% | 23.39% | - |
 Delta (DAL) | 1.42% | 2.71% | 37.97% | - |
 Alphabet (GOOG) | 1.13% | 8.28% | 18.98% | - |
 Nike (NKE) | 1.03% | 1.45% | 38.86% | - |
 Alibaba (BABA) | 0.98% | 1.24% | 37.14% | - |
 FedEx (FDX) | 0.95% | 2.54% | 31.69% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.93% | 2.73% | 28.62% | - |
 Occidental (OXY) | 0.88% | 1.58% | 31.02% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.85% | 3.63% | 26.31% | - |
 Vanguard Information Technology (VGT) | 0.74% | 4.23% | 18.39% | - |
 Energy Select Sector SPDR (XLE) | 0.58% | 2.84% | 20.7% | - |
 Chevron (CVX) | 0.56% | 0.63% | 34.23% | - |
 PepsiCo (PEP) | 0.56% | 1.74% | 26.23% | - |
 Schlumberger (SLB) | 0.53% | 4.46% | 12.48% | - |
 Mondelez (MDLZ) | 0.31% | 0% | 5.46% | 2/25/2025 |
 McDonald's (MCD) | 0.27% | 0.41% | 29.52% | - |
 Pfizer (PFE) | 0.27% | 0.39% | 29.45% | - |
 Jpm Nasdaq Equity Premium (JEPQ) | 0.27% | 1.37% | 18.76% | - |
 W&T Offshore (WTI) | 0.24% | 0% | 11.06% | 3/6/2024 |
 Tesla (TSLA) | 0.21% | 0% | 6.58% | 6/6/2025 |
 Hershey (HSY) | 0.17% | 0% | 8.22% | 2/25/2025 |
 UPS (UPS) | 0.15% | 3% | 5.53% | - |
 TransMedics (TMDX) | 0.14% | 0% | 8.89% | 2/27/2025 |
 Caterpillar (CAT) | 0.1% | 0.69% | 18.39% | - |
 Procter & Gamble (PG) | 0.09% | 2.17% | 4.04% | - |
 Novo-Nordisk (NVO) | 0.09% | 2.89% | 3.44% | - |
 Johnson & Johnson (JNJ) | 0.07% | 0.23% | 23.62% | - |
 Oil (Non Expiry) (OIL) | 0.04% | 0% | 0.67% | 9/10/2024 |
 Bitcoin (BTC) | 0.03% | 0% | 0.9% | 3/23/2023 |
 U-Haul (UHAL.B) | 0% | 0% | 0.52% | 11/17/2022 |
 Solana (SOL) | 0% | 0.12% | 1.64% | - |
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% |