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
V85.91%
MSFT85.76%
KO84.71%
BAC73.3%
NVDA67.64%
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 | 18.69% | 0% | 65.4% | 12/10/2024 |
| Microsoft (MSFT) | 18.66% | 3.8% | 85.76% | - |
| NVIDIA (NVDA) | 8.91% | 2.78% | 67.64% | - |
 Apple (AAPL) | 7.63% | 0% | 53.99% | 12/27/2024 |
 Cardano (ADA) | 4.11% | 9.11% | 40.64% | - |
| Visa (V) | 3.69% | 0.84% | 85.91% | - |
| Coca-Cola (KO) | 3.25% | 0.56% | 84.71% | - |
 Ethereum (ETH) | 3.16% | 12.33% | 26.4% | - |
| Bank of America (BAC) | 2.69% | 1.32% | 73.3% | - |
 ASML (ASML) | 2.38% | 18.02% | 23.56% | - |
 Delta (DAL) | 1.43% | 2.88% | 38.11% | - |
 Alphabet (GOOG) | 1.14% | 8.28% | 19.16% | - |
 Nike (NKE) | 1.04% | 1.58% | 39% | - |
 Alibaba (BABA) | 0.98% | 1.26% | 37.29% | - |
 FedEx (FDX) | 0.95% | 2.71% | 31.84% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.93% | 2.79% | 28.78% | - |
 Occidental (OXY) | 0.88% | 1.6% | 31.17% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.85% | 3.74% | 26.47% | - |
 Vanguard Information Technology (VGT) | 0.74% | 4.2% | 18.57% | - |
 Energy Select Sector SPDR (XLE) | 0.58% | 2.9% | 20.88% | - |
 Chevron (CVX) | 0.56% | 0.65% | 34.38% | - |
 PepsiCo (PEP) | 0.56% | 1.86% | 26.4% | - |
 Schlumberger (SLB) | 0.54% | 4.71% | 12.68% | - |
 Mondelez (MDLZ) | 0.31% | 0% | 5.44% | 2/25/2025 |
 McDonald's (MCD) | 0.27% | 0.43% | 29.68% | - |
 Pfizer (PFE) | 0.27% | 0.41% | 29.6% | - |
 Jpm Nasdaq Equity Premium (JEPQ) | 0.27% | 1.39% | 18.94% | - |
 W&T Offshore (WTI) | 0.24% | 0% | 11.04% | 3/6/2024 |
 Tesla (TSLA) | 0.21% | 0% | 6.56% | 6/6/2025 |
 Hershey (HSY) | 0.17% | 0% | 8.2% | 2/25/2025 |
 UPS (UPS) | 0.16% | 3.21% | 5.74% | - |
 TransMedics (TMDX) | 0.14% | 0% | 8.87% | 2/27/2025 |
 Caterpillar (CAT) | 0.1% | 0.71% | 18.57% | - |
 Novo-Nordisk (NVO) | 0.1% | 3.2% | 3.65% | - |
 Procter & Gamble (PG) | 0.1% | 2.27% | 4.25% | - |
 Johnson & Johnson (JNJ) | 0.07% | 0.25% | 23.79% | - |
 Oil (Non Expiry) (OIL) | 0.04% | 0% | 0.67% | 9/10/2024 |
 Bitcoin (BTC) | 0.03% | 0% | 0.89% | 3/23/2023 |
 Solana (SOL) | 0% | 0.12% | 1.86% | - |
 U-Haul (UHAL.B) | 0% | 0% | 0.52% | 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% |