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Portfolio Diversification
Range
Most Diversified
28 instruments
December 12, 2023
Least Diversified
0 instruments
April 4, 2026
Average
14.4 instruments
Most Consistent Holdings
Top 5
AMZN99.83%
CRM99.83%
INTC86.87%
DIS64.46%
NKE58.95%
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 |
|---|---|---|---|---|
 State Street SPDR S&P 500 ETF (SPY) | 4.24% | 0% | 30.27% | 1/5/2024 |
 Invesco QQQ (QQQ) | 3.6% | 0% | 30.27% | 1/5/2024 |
 Realty Income (O) | 2.56% | 0% | 35.87% | 8/27/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.46% | 52.99% | 14.72% | - |
 UnitedHealth (UNH) | 1.81% | 0.41% | 28.51% | - |
| Nike (NKE) | 1.8% | 20.3% | 58.95% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 1.79% | 0% | 15.22% | 7/5/2023 |
| Disney (DIS) | 1.73% | 0.1% | 64.46% | - |
| Intel (INTC) | 1.7% | 0.12% | 86.87% | - |
 PayPal (PYPL) | 1.49% | 0% | 34.36% | 4/13/2026 |
 Walgreens (WBA) | 1.36% | 0% | 49.25% | 9/1/2025 |
 Pfizer (PFE) | 1.22% | 0.06% | 54.18% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 1% | 3.32% | 36.12% | - |
 Target (TGT) | 0.73% | 0.05% | 53.26% | - |
 Dollar General (DG.US) | 0.67% | 0% | 16.47% | 2/3/2025 |
| Amazon (AMZN) | 0.63% | 0.04% | 99.83% | - |
 McDonald's (MCD) | 0.49% | 0% | 31.27% | 1/17/2024 |
 3M (MMM) | 0.48% | 0% | 27.26% | 1/4/2024 |
 Equity Residential (EQR) | 0.48% | 0% | 18.73% | 4/15/2026 |
 AT&T (T) | 0.47% | 0% | 16.39% | 7/19/2023 |
| Salesforce (CRM) | 0.43% | 0.03% | 99.83% | - |
 Alphabet (GOOG) | 0.41% | 0% | 31.77% | 1/23/2024 |
 Microsoft (MSFT) | 0.37% | 0.05% | 12.21% | - |
 Bitcoin (BTC) | 0.34% | 0% | 16.05% | 8/21/2025 |
 NVIDIA (NVDA) | 0.33% | 0% | 7.36% | 8/22/2025 |
 XRP (XRP) | 0.32% | 3% | 16.64% | - |
 Verizon (VZ) | 0.31% | 0% | 15.97% | 7/14/2023 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.29% | 0% | 15.22% | 1/8/2024 |
 Adobe (ADBE) | 0.29% | 5.17% | 11.12% | - |
 Macy's (M) | 0.27% | 0.08% | 38.04% | - |
 T. Rowe Price (TROW) | 0.25% | 0% | 25.75% | 1/11/2024 |
 Procter & Gamble (PG) | 0.24% | 0% | 12.21% | 5/2/2025 |
 iShares Core High Dividend ETF (HDV) | 0.2% | 0% | 14.97% | 1/8/2024 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.17% | 0% | 1.09% | 7/5/2023 |
 Canadian Solar (CSIQ) | 0.15% | 0% | 23.24% | 4/9/2025 |
 Kering (KER.PA) | 0.15% | 0.07% | 38.46% | - |
 Johnson & Johnson (JNJ) | 0.15% | 0% | 16.3% | 6/24/2025 |
 Bayer (BAYN.DE) | 0.14% | 0.08% | 47.74% | - |
 CVS Health (CVS) | 0.12% | 0.03% | 41.3% | - |
 American Express (AXP) | 0.12% | 0% | 4.18% | 4/20/2026 |
 Roche (ROG.ZU) | 0.12% | 0% | 16.14% | 1/3/2024 |
 Domino's (DPZ) | 0.11% | 0% | 18.73% | 1/8/2024 |
 iShares MSCI South Korea ETF (EWY) | 0.08% | 0% | 3.18% | 4/13/2026 |
 Intuit (INTU) | 0.08% | 0% | 3.93% | 4/20/2026 |
 Vanguard Total International Bond ETF (BNDX) | 0.05% | 0% | 6.52% | 1/2/2024 |
 Medifast (MED.US) | 0.05% | 0% | 9.03% | 8/15/2025 |
 FICO (FICO) | 0.05% | 0% | 2.76% | 6/23/2025 |
 Fastly (FSLY) | 0.04% | 0% | 9.7% | 8/28/2024 |
 Foot Locker (FL) | 0.03% | 0% | 10.79% | 9/11/2025 |
 Starbucks (SBUX) | 0.03% | 0% | 9.28% | 8/27/2024 |
 iShares 0-5 Year TIPS Bond ETF (STIP) | 0.02% | 0% | 0.5% | 7/5/2023 |
 JD (9618.HK) | 0.02% | 0% | 6.86% | 1/3/2024 |
 iShares MSCI China ETF (MCHI) | 0.02% | 0% | 6.52% | 6/24/2025 |
 iShares MSCI India ETF (INDA) | 0.02% | 0% | 1.59% | 4/13/2026 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.02% | 0% | 2.17% | 12/30/2024 |
 Tesla (TSLA) | 0.01% | 0% | 12.29% | 8/28/2024 |
 Natural Gas (Non Expiry) (NATGAS) | 0.01% | 0% | 1.17% | 2/27/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.84% | 2/27/2024 |
 JetBlue (JBLU) | 0.01% | 0% | 3.18% | 11/21/2025 |
 Beyond Meat (BYND) | 0.01% | 0% | 2.59% | 6/11/2024 |
 Oracle (ORCL) | 0% | 0% | 1.34% | 10/3/2025 |
 GSK (GSK.L) | 0% | 0% | 1% | 11/14/2023 |
 Warner Bros Discovery (WBD) | 0% | 0% | 0.92% | 10/15/2024 |
 S&P Global (SPGI) | 0% | 0% | 1.09% | 6/13/2024 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0% | 0% | 0.08% | 7/7/2023 |
 Douyu (DOYU) | 0% | 0% | 0.59% | 9/27/2023 |
 Merck (MRK) | 0% | 0% | 0.17% | 9/17/2025 |
 WBA US merger CVR (WBA US CVR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 7.38% | 7.32% |
| Nike (NKE) | 3.32% | 3.66% |
| XRP (XRP) | 1.82% | 1.44% |
| UnitedHealth (UNH) | 1.27% | 1.28% |
| Pfizer (PFE) | 0.85% | 0.84% |
| Intel (INTC) | 0.43% | 0.45% |
| Target (TGT) | 0.25% | 0.25% |
| Disney (DIS) | 0.04% | 0.06% |
| Macy's (M) | 0.02% | 0.05% |
| Kering (KER.PA) | 0.02% | 0.05% |
| Bayer (BAYN.DE) | 0.02% | 0.04% |
| Salesforce (CRM) | 0.01% | 0.02% |
| CVS Health (CVS) | 0.01% | 0.02% |
| Amazon (AMZN) | 0.01% | 0.02% |
| WBA US merger CVR (WBA US CVR) | 0% | 0% |
Cash & Instruments Over Time
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