Portfolio Diversification
Range
Most Diversified
18 instruments
March 11, 2025
Least Diversified
0 instruments
November 8, 2024
Average
10.8 instruments
Most Consistent Holdings
Top 5
BA57.06%
TSLA50.31%
WMB49.69%
GLD46.01%
META35.58%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since November 8, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Boeing (BA) | 5.3% | 0% | 57.06% | 3/6/2025 |
| Tesla (TSLA) | 4.06% | 0% | 50.31% | 3/6/2025 |
| SPDR Gold (GLD) | 3.84% | 9.9% | 46.01% | - |
| Meta (META) | 3.47% | 0% | 35.58% | 3/6/2025 |
 Amazon (AMZN) | 3.16% | 0% | 35.58% | 3/6/2025 |
 Alphabet (GOOGL) | 2.87% | 0% | 35.58% | 3/6/2025 |
| Williams (WMB) | 2.8% | 0% | 49.69% | 3/6/2025 |
 Uber (UBER) | 2.58% | 0% | 34.97% | 3/6/2025 |
 Kinder Morgan (KMI) | 2.46% | 0% | 34.97% | 3/6/2025 |
 Brinker Intl. (EAT) | 2.24% | 0% | 27.61% | 1/2/2025 |
 NVIDIA (NVDA) | 1.86% | 0% | 25.77% | 3/6/2025 |
 United Airlines (UAL) | 1.85% | 0% | 31.29% | 1/2/2025 |
 Netflix (NFLX) | 1.71% | 0% | 27.61% | 1/2/2025 |
 Walmart (WMT) | 1.63% | 0% | 25.77% | 1/2/2025 |
 BlackStone (BX) | 1.53% | 0% | 27.61% | 1/2/2025 |
 Apple (AAPL) | 1.34% | 0% | 19.02% | 1/2/2025 |
 Anheuser-Busch (BUD) | 1.28% | 5.56% | 24.54% | - |
 GM (GM) | 1.26% | 0% | 19.02% | 12/12/2024 |
 Hims & Hers (HIMS) | 1.26% | 0% | 26.38% | 2/25/2025 |
 Johnson & Johnson (JNJ) | 1.22% | 5.01% | 24.54% | - |
 GlaxoSmithKline (GSK) | 1.2% | 4.74% | 24.54% | - |
 Sanofi (SNY) | 1.19% | 4.57% | 24.54% | - |
 AbbVie (ABBV) | 1.18% | 4.27% | 24.54% | - |
 Bristol-Myers Squibb (BMY) | 1.18% | 4.21% | 24.54% | - |
 Merck (MRK) | 1.18% | 4.36% | 24.54% | - |
 Royal Caribbean (RCL) | 1.15% | 0% | 23.31% | 1/2/2025 |
 Baker Hughes (BKR) | 1.05% | 0% | 18.4% | 2/13/2025 |
 DT Midstream (DTM) | 0.93% | 0% | 15.34% | 12/13/2024 |
 Xcel Energy (XEL) | 0.92% | 0% | 15.34% | 12/13/2024 |
 First Solar (FSLR) | 0.85% | 0% | 14.11% | 1/30/2025 |
 Dollar Tree (DLTR) | 0.81% | 0% | 17.18% | 1/30/2025 |
 ASML (ASML) | 0.7% | 0% | 12.27% | 1/2/2025 |
 Warner Bros Discovery (WBD) | 0.65% | 0% | 9.2% | 12/17/2024 |
 SoFi (SOFI) | 0.56% | 0% | 6.13% | 2/13/2025 |
 Delta (DAL) | 0.56% | 0% | 12.27% | 12/2/2024 |
 MPLX (MPLX) | 0.56% | 0% | 14.11% | 1/30/2025 |
 Chevron (CVX) | 0.54% | 0% | 10.43% | 1/30/2025 |
 Procter & Gamble (PG) | 0.53% | 0% | 8.59% | 12/2/2024 |
 Verizon (VZ) | 0.51% | 0% | 8.59% | 12/2/2024 |
 Occidental (OXY) | 0.51% | 0% | 10.43% | 1/30/2025 |
 Pampa Energia (PAM) | 0.5% | 0% | 8.59% | 12/2/2024 |
 Live Nation (LYV) | 0.49% | 0% | 10.43% | 12/12/2024 |
 Petrobras (PBR) | 0.43% | 0% | 8.59% | 12/2/2024 |
 Schlumberger (SLB) | 0.36% | 0% | 10.43% | 1/30/2025 |
 Goodyear (GT) | 0.34% | 0% | 6.13% | 12/12/2024 |
 Broadcom (AVGO) | 0.32% | 0% | 5.52% | 12/26/2024 |
 Novartis (NVS) | 0.27% | 0% | 5.52% | 3/19/2025 |
 Kimberly-Clark (KMB) | 0.27% | 0% | 5.52% | 3/19/2025 |
 Alaska Air (ALK) | 0.23% | 0% | 4.29% | 11/25/2024 |
 Gilead Sciences (GILD) | 0.19% | 0% | 5.52% | 3/19/2025 |
 Bank of America (BAC) | 0.19% | 0% | 6.13% | 11/22/2024 |
 DraftKings (DKNG) | 0.19% | 0% | 3.07% | 12/17/2024 |
 Palantir (PLTR) | 0.16% | 0% | 2.45% | 12/17/2024 |
 Penn National (PENN) | 0.13% | 0% | 2.45% | 12/17/2024 |
 Victoria's Secret (VSCO) | 0.12% | 0% | 1.84% | 11/21/2024 |
 TSMC (TSM) | 0.1% | 0% | 4.29% | 11/18/2024 |
 Kraft Heinz (KHC) | 0.08% | 0% | 1.23% | 3/12/2025 |
 Mondelez (MDLZ) | 0.06% | 0% | 1.23% | 3/12/2025 |
 Amgen (AMGN) | 0.06% | 0% | 1.23% | 3/12/2025 |
 Hershey (HSY) | 0.06% | 0% | 1.23% | 3/12/2025 |
 Regeneron (REGN) | 0.06% | 0% | 1.23% | 3/12/2025 |
 Global X MSCI Argentina ETF (ARGT) | 0.05% | 0% | 2.45% | 11/22/2024 |
 Pfizer (PFE) | 0.05% | 0% | 1.23% | 3/12/2025 |
 Cigna (CI) | 0.04% | 0% | 1.23% | 3/12/2025 |
 United Therapeutics (UTHR) | 0.02% | 0% | 2.45% | 11/15/2024 |
 Leidos (LDOS) | 0.02% | 0% | 1.84% | 11/14/2024 |
 Lockheed Martin (LMT) | 0.01% | 0% | 1.23% | 11/14/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Boeing (BA) | 9.89% | 10.68% |
| Netflix (NFLX) | 10.36% | 10.63% |
| Brinker Intl. (EAT) | 7.72% | 8.46% |
| Apple (AAPL) | 6.95% | 7.22% |
| United Airlines (UAL) | 6.22% | 6.73% |
| Walmart (WMT) | 6.2% | 6.32% |
| Tesla (TSLA) | 6.36% | 6.03% |
| ASML (ASML) | 5.93% | 5.67% |
| BlackStone (BX) | 5.65% | 5.32% |
| Hims & Hers (HIMS) | 6.59% | 5.19% |
| Royal Caribbean (RCL) | 5.09% | 4.8% |