Portfolio Diversification
Range
Most Diversified
26 instruments
April 4, 2025
Least Diversified
0 instruments
March 12, 2022
Average
9.5 instruments
Most Consistent Holdings
Top 5
MSFT84.28%
V84.28%
KO82.92%
BAC69.99%
NVDA63.57%
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 | 21.19% | 0% | 74.13% | 12/10/2024 |
| Microsoft (MSFT) | 20.63% | 4.64% | 84.28% | - |
| NVIDIA (NVDA) | 9.59% | 4.42% | 63.57% | - |
 Apple (AAPL) | 8.65% | 0% | 61.2% | 12/27/2024 |
| Visa (V) | 4.07% | 1.01% | 84.28% | - |
| Coca-Cola (KO) | 3.61% | 0.66% | 82.92% | - |
 Cardano (ADA) | 3.22% | 9.57% | 32.97% | - |
| Bank of America (BAC) | 2.9% | 1.36% | 69.99% | - |
 Ethereum (ETH) | 1.57% | 12.57% | 16.82% | - |
 Delta (DAL) | 1.3% | 2.42% | 30.09% | - |
 Nike (NKE) | 0.96% | 2.1% | 31.28% | - |
 Alibaba (BABA) | 0.95% | 1.01% | 29.16% | - |
 ASML (ASML) | 0.8% | 8.03% | 13.61% | - |
 FedEx (FDX) | 0.78% | 2.62% | 22.99% | - |
 Occidental (OXY) | 0.77% | 1.98% | 22.23% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.71% | 3.12% | 19.53% | - |
 Chevron (CVX) | 0.55% | 0.75% | 25.87% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.49% | 4.28% | 16.91% | - |
 Alphabet (GOOG) | 0.45% | 5.55% | 8.62% | - |
 PepsiCo (PEP) | 0.4% | 1.94% | 16.82% | - |
 Mondelez (MDLZ) | 0.35% | 0% | 6.17% | 2/25/2025 |
 Vanguard Information Technology (VGT) | 0.32% | 4.36% | 8.11% | - |
 Energy Select Sector SPDR (XLE) | 0.29% | 3.21% | 10.57% | - |
 W&T Offshore (WTI) | 0.28% | 0% | 12.51% | 3/6/2024 |
 Pfizer (PFE) | 0.26% | 0.47% | 20.46% | - |
 McDonald's (MCD) | 0.25% | 0.47% | 20.54% | - |
 Tesla (TSLA) | 0.24% | 0% | 7.44% | 6/6/2025 |
 Hershey (HSY) | 0.19% | 0% | 9.3% | 2/25/2025 |
 TransMedics (TMDX) | 0.16% | 0% | 10.06% | 2/27/2025 |
 Jpm Nasdaq Equity Premium (JEPQ) | 0.13% | 1.51% | 8.37% | - |
 Schlumberger (SLB) | 0.06% | 4.89% | 1.27% | - |
 Johnson & Johnson (JNJ) | 0.05% | 0.21% | 14.03% | - |
 Oil (Non Expiry) (OIL) | 0.05% | 0% | 0.76% | 9/10/2024 |
 Caterpillar (CAT) | 0.04% | 0.55% | 8.11% | - |
 Bitcoin (BTC) | 0.03% | 0% | 1.01% | 3/23/2023 |
 U-Haul (UHAL.B) | 0% | 0% | 0.59% | 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% |