Portfolio Diversification
Range
Most Diversified
24 instruments
April 1, 2025
Least Diversified
0 instruments
March 12, 2022
Average
8 instruments
Most Consistent Holdings
Top 5
MSFT82.89%
V82.89%
KO81.42%
BAC67.34%
AAPL66.61%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since March 12, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 fyanezn | 23.06% | 0% | 80.68% | 12/10/2024 |
| Microsoft (MSFT) | 21.93% | 8.06% | 82.89% | - |
 NVIDIA (NVDA) | 10.1% | 4.66% | 60.35% | - |
| Apple (AAPL) | 9.41% | 0% | 66.61% | 12/27/2024 |
| Visa (V) | 4.34% | 1.47% | 82.89% | - |
| Coca-Cola (KO) | 3.86% | 1% | 81.42% | - |
| Bank of America (BAC) | 3.04% | 1.76% | 67.34% | - |
 Cardano (ADA) | 2.46% | 15.87% | 27.05% | - |
 Delta (DAL) | 1.2% | 3.16% | 23.92% | - |
 Alibaba (BABA) | 0.93% | 1.86% | 22.91% | - |
 Nike (NKE) | 0.89% | 2.7% | 25.21% | - |
 Ethereum (ETH) | 0.68% | 13.35% | 9.48% | - |
 Occidental (OXY) | 0.66% | 3.4% | 15.36% | - |
 FedEx (FDX) | 0.61% | 4.13% | 16.19% | - |
 Chevron (CVX) | 0.53% | 1.28% | 19.32% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.48% | 4.72% | 12.42% | - |
 Mondelez (MDLZ) | 0.38% | 0% | 6.72% | 2/25/2025 |
 W&T Offshore (WTI) | 0.3% | 0% | 13.62% | 3/6/2024 |
 PepsiCo (PEP) | 0.27% | 2.17% | 9.48% | - |
 Pfizer (PFE) | 0.24% | 0.69% | 13.43% | - |
 McDonald's (MCD) | 0.23% | 0.75% | 13.52% | - |
 Hershey (HSY) | 0.2% | 0% | 10.12% | 2/25/2025 |
 ASML (ASML) | 0.18% | 9.39% | 5.98% | - |
 TransMedics (TMDX) | 0.17% | 0% | 10.95% | 2/27/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.16% | 0.78% | 9.57% | - |
 Tesla (TSLA) | 0.09% | 3.98% | 2.21% | - |
 Oil (Non Expiry) (OIL) | 0.05% | 0% | 0.83% | 9/10/2024 |
 Energy Select Sector SPDR (XLE) | 0.04% | 1.32% | 2.67% | - |
 Johnson & Johnson (JNJ) | 0.04% | 0.32% | 6.44% | - |
 Bitcoin (BTC) | 0.03% | 0% | 1.1% | 3/23/2023 |
 Alphabet (GOOG) | 0.02% | 4.46% | 0.55% | - |
 Jpm Nasdaq Equity Premium (JEPQ) | 0% | 1.46% | 0.28% | - |
 U-Haul (UHAL.B) | 0% | 0% | 0.64% | 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% |