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Portfolio Diversification
Range
Most Diversified
28 instruments
September 26, 2025
Least Diversified
3 instruments
June 27, 2025
Average
18.9 instruments
Most Consistent Holdings
Top 5
GOOG97.84%
SCHD97.84%
MA94.4%
V94.4%
C90.52%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since June 27, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 7.54% | 0% | 97.84% | 2/12/2026 |
| Visa (V) | 7.17% | 10.62% | 94.4% | - |
| Mastercard (MA) | 6.18% | 10.14% | 94.4% | - |
 Adobe (ADBE) | 5.84% | 6.62% | 64.66% | - |
 JPMorgan (JPM) | 5.12% | 5.64% | 63.36% | - |
 Arista (ANET) | 4.46% | 7.28% | 61.64% | - |
 Verizon (VZ) | 4.07% | 0% | 36.21% | 9/18/2025 |
| Citi (C) | 3.96% | 4.71% | 90.52% | - |
 Alibaba (BABA) | 3.75% | 0% | 90.09% | 2/12/2026 |
 Pfizer (PFE) | 3.63% | 2.75% | 58.62% | - |
 BYD (01211.HK) | 3.48% | 0% | 45.69% | 11/5/2025 |
| Schwab US Dividend Equity ETF (SCHD) | 3.17% | 4.14% | 97.84% | - |
 UnitedHealth (UNH) | 3.1% | 1.26% | 78.45% | - |
 Invesco QQQ (QQQ) | 2.9% | 4.47% | 69.83% | - |
 Microsoft (MSFT) | 2.55% | 4.14% | 48.71% | - |
 Cisco (CSCO) | 2.29% | 0% | 29.74% | 9/3/2025 |
 UPS (UPS) | 2.28% | 3.08% | 46.55% | - |
 thomaspj | 1.93% | 0% | 38.79% | 9/30/2025 |
 TotalEnergies (TTE.PA) | 1.76% | 0% | 22.84% | 8/19/2025 |
 Vanguard Financials ETF (VFH) | 1.74% | 2.6% | 64.66% | - |
 HSBC (HSBC) | 1.62% | 0% | 14.66% | 7/30/2025 |
 Merck (MRK) | 1.61% | 1.8% | 58.62% | - |
 Vanguard Value ETF (VTV) | 1.34% | 2.66% | 69.4% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.31% | 2.29% | 69.4% | - |
 CryptoPortfolio | 1.3% | 0% | 18.1% | 9/22/2025 |
 AMD (AMD) | 1.1% | 1.59% | 61.21% | - |
 Sanofi (SNY) | 1.04% | 1.25% | 58.62% | - |
 VICI Properties (VICI) | 0.97% | 0% | 12.07% | 7/28/2025 |
 Ford (F) | 0.91% | 0% | 11.64% | 7/28/2025 |
 NEXTracker (NXT.US) | 0.73% | 0% | 40.95% | 1/5/2026 |
 BigTech | 0.59% | 0% | 21.55% | 9/30/2025 |
 SPDR S&P 500 ETF (SPY) | 0.45% | 0% | 25% | 11/6/2025 |
 Lululemon (LULU) | 0.43% | 0% | 5.6% | 9/4/2025 |
 SPDR Gold (GLD) | 0.41% | 0% | 25.43% | 11/3/2025 |
 Aramco (SAOC) | 0.32% | 0% | 4.31% | 10/1/2025 |
 Iamgold (IAG) | 0.23% | 0% | 5.17% | 9/3/2025 |
 CVS Health (CVS) | 0.23% | 0% | 9.05% | 10/23/2025 |
 Cigna (CI) | 0.23% | 0% | 9.05% | 10/23/2025 |
 Vinci (DG.PA) | 0.21% | 0% | 23.71% | 9/3/2025 |
 Emergent BioSolutions (EBS) | 0.21% | 0% | 5.17% | 9/3/2025 |
 IRadimed (IRMD) | 0.2% | 0% | 3.88% | 8/13/2025 |
 Michalhla | 0.18% | 0% | 4.31% | 10/1/2025 |
 Etsy (ETSY) | 0.16% | 0% | 3.02% | 10/6/2025 |
 TD Synnex (SNX.US) | 0.16% | 0% | 3.45% | 10/6/2025 |
 Edenred (EDEN.PA) | 0.16% | 0% | 4.31% | 10/31/2025 |
 Ivanectus | 0.12% | 0% | 3.45% | 9/30/2025 |
 Corcept Therapeutics (CORT) | 0.11% | 0% | 4.31% | 10/10/2025 |
 saifsyn | 0.1% | 0% | 5.17% | 9/30/2025 |
 GigaCloud (GCT) | 0.09% | 0% | 1.72% | 11/11/2025 |
 Lam Research (LRCX) | 0.07% | 0% | 2.59% | 10/6/2025 |
 Casino (CO.PA) | 0.04% | 0% | 0.86% | 8/8/2025 |
 CareTrust REIT (CTRE) | 0.04% | 0% | 0.86% | 8/22/2025 |
 Xylem (XYL) | 0.03% | 0% | 1.29% | 10/30/2025 |
 Rambus (RMBS) | 0.03% | 0% | 1.29% | 10/30/2025 |
 Macy's (M) | 0.03% | 0% | 0.43% | 9/4/2025 |
 Marvell (MRVL) | 0.02% | 0% | 0.86% | 9/26/2025 |
 Centrus (LEU) | 0.02% | 0% | 0.43% | 9/26/2025 |
 UiPath (PATH) | 0.02% | 0% | 0.86% | 10/10/2025 |
 Heico (HEI) | 0.02% | 0% | 0.43% | 8/5/2025 |
 Cleanspark (CLSK) | 0.02% | 0% | 0.43% | 9/17/2025 |
 Palantir (PLTR) | 0.01% | 0% | 0.43% | 8/20/2025 |
 KalVista (KALV) | 0% | 0% | 0.86% | 7/9/2025 |
 Cogent Biosciences (COGT) | 0% | 0% | 0.86% | 7/9/2025 |
 Prime Medicine (PRME) | 0% | 0% | 0.43% | 7/8/2025 |
 Bit Digital (BTBT) | 0% | 0% | 0.43% | 7/8/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Visa (V) | 11.38% | 11.25% |
| JPMorgan (JPM) | 10.83% | 11.02% |
| Mastercard (MA) | 10.83% | 10.74% |
| Adobe (ADBE) | 9.16% | 8.66% |
| Arista (ANET) | 9.99% | 8.13% |
| Pfizer (PFE) | 7.5% | 7.03% |
| Invesco QQQ (QQQ) | 5.46% | 5.43% |
| UPS (UPS) | 5% | 4.97% |
| Microsoft (MSFT) | 5% | 4.87% |
| Citi (C) | 4.16% | 4.84% |
| Schwab US Dividend Equity ETF (SCHD) | 3.69% | 3.55% |
| Alphabet (GOOG) | 1.78% | 3.07% |
| Vanguard Financials ETF (VFH) | 3% | 3.02% |
| Vanguard Value ETF (VTV) | 2.19% | 2.2% |
| Vanguard Total Stock Market ETF (VTI) | 2% | 2% |
| Alibaba (BABA) | 1.66% | 1.96% |
| AMD (AMD) | 1.25% | 1.6% |
| Merck (MRK) | 1.25% | 1.56% |
| UnitedHealth (UNH) | 1.33% | 1.44% |
| NEXTracker (NXT.US) | 1.25% | 1.36% |
| Sanofi (SNY) | 1.25% | 1.26% |
Cash & Instruments Over Time
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