Holdings over time
(Since March 12, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 fyanezn | 25.94% | 14.2% | 89.86% | - |
 Microsoft (MSFT) | 22.93% | 18.27% | 80.56% | - |
 NVIDIA (NVDA) | 11.07% | 0% | 61.86% | 6/12/2024 |
 Apple (AAPL) | 10.32% | 10.07% | 72.1% | - |
 Visa (V) | 4.5% | 4.11% | 80.56% | - |
 Coca-Cola (KO) | 4.11% | 2.8% | 78.89% | - |
 Bank of America (BAC) | 3.04% | 4.12% | 62.9% | - |
 Cardano (ADA) | 1.09% | 10.3% | 17.14% | - |
 Delta (DAL) | 0.72% | 6.06% | 13.58% | - |
 Nike (NKE) | 0.64% | 3.39% | 15.05% | - |
 Alibaba (BABA) | 0.62% | 3.72% | 12.43% | - |
 W&T Offshore (WTI) | 0.34% | 0% | 15.46% | 3/6/2024 |
 Chevron (CVX) | 0.26% | 2.89% | 8.36% | - |
 FedEx (FDX) | 0.13% | 2.6% | 4.81% | - |
 Occidental (OXY) | 0.1% | 2.28% | 3.87% | - |
 Oil (Non Expiry) (OIL) | 0.06% | 0% | 0.94% | 9/10/2024 |
 TransMedics (TMDX) | 0.06% | 1.83% | 2.51% | - |
 McDonald's (MCD) | 0.04% | 2.17% | 1.78% | - |
 Hershey (HSY) | 0.04% | 2.15% | 1.78% | - |
 Pfizer (PFE) | 0.04% | 2.25% | 1.67% | - |
 Bitcoin (BTC) | 0.04% | 0% | 1.25% | 3/23/2023 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.02% | 3.97% | 0.52% | - |
 U-Haul (UHAL.B) | 0% | 0% | 0.73% | 11/17/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 28.21% | 29.38% |
| fyanezn | 27.19% | 19.57% |
| NVIDIA (NVDA) | 6.43% | 18.49% |
| Apple (AAPL) | 15.35% | 15.05% |
| Visa (V) | 5.87% | 5.41% |
| Bank of America (BAC) | 6.23% | 5.26% |
| Coca-Cola (KO) | 6.42% | 4.6% |
| W&T Offshore (WTI) | 4.12% | 2.12% |