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Portfolio Diversification
Range
Most Diversified
30 instruments
November 18, 2025
Least Diversified
0 instruments
March 12, 2022
Average
13.4 instruments
Most Consistent Holdings
Top 5
V87.63%
MSFT87.24%
KO77.1%
BAC76.85%
NVDA71.75%
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) | 16.66% | 8.93% | 87.24% | - |
 fyanezn | 15.99% | 0% | 55.93% | 12/10/2024 |
| NVIDIA (NVDA) | 8.19% | 4.5% | 71.75% | - |
 Apple (AAPL) | 6.53% | 0% | 46.17% | 12/27/2024 |
 Cardano (ADA) | 4.58% | 5.02% | 48.92% | - |
 Ethereum (ETH) | 4.31% | 11.03% | 36.73% | - |
| Visa (V) | 3.3% | 1.26% | 87.63% | - |
 ASML (ASML) | 2.81% | 0% | 29.97% | 5/22/2026 |
| Coca-Cola (KO) | 2.81% | 0% | 77.1% | 2/24/2026 |
| Bank of America (BAC) | 2.54% | 2.14% | 76.85% | - |
 Alphabet (GOOG) | 2.42% | 8.81% | 30.55% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1.51% | 6.52% | 36.73% | - |
 Vanguard Information Technology (VGT) | 1.48% | 7.22% | 29.78% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 1.32% | 4.03% | 38.78% | - |
 Delta (DAL) | 1.22% | 0% | 32.78% | 12/16/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 1.15% | 5.36% | 32.02% | - |
 Nike (NKE) | 1.11% | 1.42% | 47.26% | - |
 Schlumberger (SLB) | 1.11% | 4.74% | 24.81% | - |
 Alibaba (BABA) | 1.04% | 1.35% | 45.98% | - |
 Occidental (OXY) | 0.86% | 0% | 32.84% | 3/20/2026 |
 FedEx (FDX) | 0.83% | 0% | 27.87% | 12/23/2025 |
 Procter & Gamble (PG) | 0.73% | 5.11% | 17.79% | - |
 Chevron (CVX.US) | 0.63% | 1.19% | 43.56% | - |
 UPS (UPS) | 0.61% | 3.88% | 18.81% | - |
 PepsiCo (PEP) | 0.57% | 0% | 27.23% | 2/24/2026 |
 Novo-Nordisk (NVO) | 0.57% | 4% | 17.28% | - |
 Jpm Nasdaq Equity Premium (JEPQ) | 0.49% | 1.99% | 30.36% | - |
 Pfizer (PFE) | 0.31% | 0.57% | 39.35% | - |
 Mondelez (MDLZ) | 0.26% | 0% | 4.66% | 2/25/2025 |
 McDonald's (MCD) | 0.25% | 0% | 30.04% | 2/24/2026 |
 UnitedHealth (UNH) | 0.21% | 3.04% | 7.65% | - |
 W&T Offshore (WTI) | 0.21% | 0% | 9.44% | 3/6/2024 |
 Tesla (TSLA) | 0.18% | 0% | 5.61% | 6/6/2025 |
 Hershey (HSY) | 0.14% | 0% | 7.02% | 2/25/2025 |
 Caterpillar (CAT) | 0.12% | 0% | 20.28% | 2/24/2026 |
 TransMedics (TMDX) | 0.12% | 0% | 7.59% | 2/27/2025 |
 Johnson & Johnson (JNJ) | 0.11% | 0.46% | 34.18% | - |
 Oil (Non Expiry) (OIL) | 0.03% | 0% | 0.57% | 9/10/2024 |
 Bitcoin (BTC) | 0.02% | 0% | 0.77% | 3/23/2023 |
 Solana (SOL) | 0.02% | 0.1% | 15.05% | - |
 U-Haul (UHAL.B) | 0% | 0% | 0.45% | 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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