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Portfolio Diversification
Range
Most Diversified
17 instruments
December 2, 2025
Least Diversified
0 instruments
April 4, 2026
Average
8.9 instruments
Most Consistent Holdings
Top 5
DASH90.07%
SGB90.07%
A88.65%
NEO88.65%
FLR87.4%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Tesla (TSLA) | 5.89% | 11.27% | 49.42% | - |
 McDonald's (MCD) | 3.19% | 5.69% | 47.66% | - |
 Shopify (SHOP) | 2.97% | 0% | 29.3% | 10/28/2025 |
 Barrick (B) | 2.48% | 0% | 30.05% | 9/22/2025 |
 Sea (SE) | 1.93% | 3.76% | 28.63% | - |
 TSMC (TSM) | 1.9% | 9.59% | 24.46% | - |
 Starbucks (SBUX) | 1.71% | 0% | 26.13% | 12/8/2025 |
 NVIDIA (NVDA) | 1.64% | 7.27% | 23.96% | - |
 FedEx (FDX) | 1.49% | 13.55% | 12.69% | - |
 XRP (XRP) | 1.46% | 0% | 61.44% | 1/16/2025 |
 BlackRock (BLK) | 1.43% | 5.57% | 23.96% | - |
 ResMed (RMD) | 1.43% | 4.87% | 23.96% | - |
 Hasbro (HAS) | 1.28% | 10.29% | 12.27% | - |
 Amgen (AMGN) | 1.13% | 9.46% | 11.77% | - |
 Berkshire Hathaway (BRK.B) | 1.11% | 8.59% | 12.19% | - |
 Apple (AAPL) | 0.9% | 0% | 14.77% | 6/30/2023 |
| NEO (NEO) | 0.68% | 0% | 88.65% | 12/8/2025 |
 Colgate (CL) | 0.48% | 6.85% | 6.51% | - |
 Wix (WIX) | 0.44% | 0% | 5.26% | 11/21/2024 |
| VAULTA (A) | 0.43% | 0% | 88.65% | 12/8/2025 |
| Dash (DASH) | 0.41% | 0% | 90.07% | 12/25/2025 |
 Lockheed Martin (LMT) | 0.31% | 0% | 3.67% | 1/29/2026 |
| Flare (FLR) | 0.02% | 0% | 87.4% | 12/25/2025 |
| Songbird (SGB) | 0% | 0% | 28.38% | 12/26/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 7.56% | 13.69% |
| FedEx (FDX) | 10.8% | 10.61% |
| Hasbro (HAS) | 10.8% | 9.91% |
| Berkshire Hathaway (BRK.B) | 10.8% | 9.66% |
| Amgen (AMGN) | 10.8% | 9.37% |
| Lockheed Martin (LMT) | 8.64% | 8.01% |
| TSMC (TSM) | 6.48% | 7.9% |
| NVIDIA (NVDA) | 6.48% | 7% |
| McDonald's (MCD) | 6.48% | 6.04% |
| BlackRock (BLK) | 6.48% | 5.88% |
| Sea (SE) | 7.56% | 5.8% |
| ResMed (RMD) | 6.48% | 5.53% |
Cash & Instruments Over Time
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