Portfolio Diversification
Range
Most Diversified
31 instruments
November 15, 2024
Least Diversified
0 instruments
February 2, 2025
Average
11.6 instruments
Most Consistent Holdings
Top 5
SHIBxM99.59%
INTC98.78%
MSFT97.35%
NVDA97.14%
DOT85.31%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since September 28, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 20.49% | 0% | 97.14% | 2/1/2025 |
| Microsoft (MSFT) | 18.94% | 0% | 97.35% | 2/1/2025 |
| Intel (INTC) | 14.56% | 0% | 98.78% | 2/1/2025 |
 Bitcoin (BTC) | 7.64% | 0% | 77.55% | 2/1/2025 |
| Shiba (in millions) (SHIBxM) | 5.1% | 0% | 99.59% | 2/1/2025 |
 Solana (SOL) | 4.88% | 0% | 82.24% | 12/3/2024 |
| Polkadot (DOT) | 3.85% | 0% | 85.31% | 12/4/2024 |
 Nio (NIO) | 2.36% | 0% | 81.02% | 2/1/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 1.9% | 0% | 22.45% | 2/1/2025 |
 Nu (NU) | 1.23% | 0% | 21.22% | 2/1/2025 |
 Vanguard Long-Term Bond ETF (BLV) | 1.21% | 0% | 19.59% | 2/1/2025 |
 TSMC (TSM) | 0.87% | 0% | 24.29% | 2/1/2025 |
 Main Street Capital (MAIN) | 0.84% | 0% | 13.47% | 2/1/2025 |
 Realty Income (O) | 0.75% | 0% | 13.47% | 2/1/2025 |
 Broadcom (AVGO) | 0.61% | 0% | 18.98% | 2/1/2025 |
 Bank of America (BAC) | 0.58% | 0% | 21.02% | 2/1/2025 |
 NW Natural (NWN) | 0.53% | 0% | 22.04% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 0.47% | 0% | 22.04% | 2/1/2025 |
 AmitKup | 0.42% | 0% | 1.22% | 10/4/2023 |
 Lam Research (LRCX) | 0.41% | 0% | 14.69% | 1/2/2025 |
 Viatris (VTRS) | 0.38% | 0% | 16.33% | 2/1/2025 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.38% | 0% | 5.51% | 11/11/2024 |
 AST SpaceMobile (ASTS) | 0.35% | 0% | 13.67% | 1/6/2025 |
 Altria (MO) | 0.32% | 0% | 22.04% | 2/1/2025 |
 Micron (MU) | 0.29% | 0% | 4.29% | 9/19/2024 |
 AbbVie (ABBV) | 0.28% | 0% | 11.84% | 2/1/2025 |
 Ethereum (ETH) | 0.27% | 0% | 6.53% | 11/11/2024 |
 Merck (MRK) | 0.27% | 0% | 21.84% | 2/1/2025 |
 Coca-Cola (KO) | 0.27% | 0% | 21.84% | 2/1/2025 |
 iShares Gold Trust (IAU) | 0.21% | 0% | 17.35% | 1/24/2025 |
 XRP (XRP) | 0.18% | 0% | 15.71% | 2/1/2025 |
 Cardano (ADA) | 0.16% | 0% | 16.33% | 2/1/2025 |
 Invesco NASDAQ Next Gen 100 ETF (QQQJ) | 0.15% | 0% | 10.82% | 12/23/2024 |
 TRON (TRX) | 0.09% | 0% | 10% | 1/2/2025 |
 ASML (ASML.NV) | 0.07% | 0% | 5.1% | 11/25/2024 |
 Eli Lilly (LLY) | 0.06% | 0% | 1.22% | 10/3/2024 |
 Tesla (TSLA) | 0.06% | 0% | 4.49% | 12/3/2024 |
 Jasmy (JASMY) | 0.05% | 0% | 11.84% | 2/1/2025 |
 Invesco QQQ (QQQ) | 0.04% | 0% | 3.06% | 11/15/2024 |
 Dogecoin (DOGE) | 0.03% | 0% | 4.69% | 12/3/2024 |
 Pepe (in millions) (Experimental) (PEPExM) | 0% | 0% | 0.61% | 11/17/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 10.6% | 12.09% |
| Schwab US Dividend Equity ETF (SCHD) | 10.6% | 11.57% |
| Microsoft (MSFT) | 10.6% | 10.85% |
| Main Street Capital (MAIN) | 5.3% | 6.34% |
| Vanguard Long-Term Bond ETF (BLV) | 5.3% | 5.67% |
| Intel (INTC) | 10.6% | 5.65% |
| Realty Income (O) | 5.3% | 5.44% |
| Broadcom (AVGO) | 3.18% | 4.42% |
| Nu (NU) | 5.3% | 4.27% |
| Bitcoin (BTC) | 2.65% | 2.84% |
| Shiba (in millions) (SHIBxM) | 3.67% | 2.49% |
| TSMC (TSM) | 2.12% | 2.49% |
| Bank of America (BAC) | 2.12% | 2.48% |
| AbbVie (ABBV) | 2.12% | 2.41% |
| NW Natural (NWN) | 2.12% | 2.37% |
| Lam Research (LRCX) | 2.12% | 2.36% |
| Viatris (VTRS) | 2.12% | 2.28% |
| Johnson & Johnson (JNJ) | 2.12% | 2.16% |
| AST SpaceMobile (ASTS) | 2.12% | 2.09% |
| Altria (MO) | 1.06% | 1.25% |
| Nio (NIO) | 2.12% | 1.15% |
| iShares Gold Trust (IAU) | 1.06% | 1.13% |
| Merck (MRK) | 1.06% | 1.08% |
| Coca-Cola (KO) | 1.06% | 1.06% |
| XRP (XRP) | 1.06% | 0.99% |
| TRON (TRX) | 0.53% | 0.83% |
| Cardano (ADA) | 0.53% | 0.82% |
| Jasmy (JASMY) | 0.53% | 0.38% |