Portfolio Diversification
Range
Most Diversified
26 instruments
April 4, 2025
Least Diversified
0 instruments
March 12, 2022
Average
10.3 instruments
Most Consistent Holdings
Top 5
MSFT85.02%
V85.02%
KO83.74%
BAC71.42%
NVDA65.3%
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 | 20.18% | 0% | 70.61% | 12/10/2024 |
| Microsoft (MSFT) | 19.85% | 4.01% | 85.02% | - |
| NVIDIA (NVDA) | 9.34% | 4.06% | 65.3% | - |
 Apple (AAPL) | 8.24% | 0% | 58.29% | 12/27/2024 |
| Visa (V) | 3.92% | 0.84% | 85.02% | - |
 Cardano (ADA) | 3.63% | 11.47% | 36.15% | - |
| Coca-Cola (KO) | 3.46% | 0.54% | 83.74% | - |
| Bank of America (BAC) | 2.81% | 1.2% | 71.42% | - |
 Ethereum (ETH) | 2.29% | 16.99% | 20.77% | - |
 Delta (DAL) | 1.35% | 2.48% | 33.41% | - |
 ASML (ASML) | 1.33% | 12.48% | 17.71% | - |
 Nike (NKE) | 1% | 1.73% | 34.54% | - |
 Alibaba (BABA) | 0.95% | 1.06% | 32.53% | - |
 FedEx (FDX) | 0.85% | 2.13% | 26.65% | - |
 Occidental (OXY) | 0.82% | 1.81% | 25.93% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.8% | 2.65% | 23.35% | - |
 Alphabet (GOOG) | 0.69% | 6.16% | 12.96% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.65% | 3.72% | 20.85% | - |
 Chevron (CVX) | 0.55% | 0.68% | 29.39% | - |
 Vanguard Information Technology (VGT) | 0.49% | 3.86% | 12.48% | - |
 PepsiCo (PEP) | 0.47% | 1.8% | 20.77% | - |
 Energy Select Sector SPDR (XLE) | 0.41% | 2.81% | 14.81% | - |
 Mondelez (MDLZ) | 0.33% | 0% | 5.88% | 2/25/2025 |
 W&T Offshore (WTI) | 0.26% | 0% | 11.92% | 3/6/2024 |
 McDonald's (MCD) | 0.26% | 0.43% | 24.32% | - |
 Pfizer (PFE) | 0.26% | 0.39% | 24.24% | - |
 Schlumberger (SLB) | 0.26% | 4.27% | 5.96% | - |
 Tesla (TSLA) | 0.23% | 0% | 7.09% | 6/6/2025 |
 Jpm Nasdaq Equity Premium (JEPQ) | 0.19% | 1.32% | 12.72% | - |
 Hershey (HSY) | 0.18% | 0% | 8.86% | 2/25/2025 |
 TransMedics (TMDX) | 0.15% | 0% | 9.58% | 2/27/2025 |
 Caterpillar (CAT) | 0.06% | 0.5% | 12.48% | - |
 Johnson & Johnson (JNJ) | 0.06% | 0.21% | 18.12% | - |
 Oil (Non Expiry) (OIL) | 0.04% | 0% | 0.72% | 9/10/2024 |
 Bitcoin (BTC) | 0.03% | 0% | 0.97% | 3/23/2023 |
 U-Haul (UHAL.B) | 0% | 0% | 0.56% | 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% |