Portfolio Diversification
Range
Most Diversified
52 instruments
February 15, 2025
Least Diversified
42 instruments
January 2, 2023
Average
45.9 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 misterg23 | 27.16% | 0% | 96.84% | 2/14/2025 |
 Enterprise Products (EPD) | 4.48% | 2.48% | 99.49% | - |
 Enbridge (ENB) | 4.43% | 2.97% | 100% | - |
 NVIDIA (NVDA) | 3.33% | 3.44% | 70.25% | - |
 AbbVie (ABBV) | 3.21% | 2.29% | 100% | - |
| Microsoft (MSFT) | 3.05% | 1.78% | 100% | - |
| Apple (AAPL) | 2.87% | 2.48% | 100% | - |
 Invesco QQQ (QQQ) | 2.77% | 3.54% | 100% | - |
 Chevron (CVX) | 2.76% | 2.18% | 100% | - |
 iShares Core S&P 500 ETF (IVV) | 2.65% | 3.35% | 100% | - |
 Berkshire Hathaway (BRK.B) | 2.29% | 1.33% | 100% | - |
| Alphabet (GOOG) | 2.06% | 2.34% | 100% | - |
 SPDR Gold (GLD) | 1.84% | 1.63% | 100% | - |
| Meta (META) | 1.81% | 2.45% | 100% | - |
 Altria (MO) | 1.79% | 2.16% | 100% | - |
 Garmin (GRMN) | 1.71% | 2.01% | 95.57% | - |
 3M (MMM) | 1.64% | 2.39% | 100% | - |
 Prudential (PRU) | 1.6% | 1.79% | 100% | - |
 Raytheon (RTX) | 1.59% | 2.25% | 100% | - |
 McDonald's (MCD) | 1.56% | 1.93% | 100% | - |
 Renault (RNO.PA) | 1.54% | 1.41% | 100% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 1.49% | 1.35% | 100% | - |
 Merck (MRK) | 1.48% | 0.95% | 100% | - |
 ADP (ADP) | 1.44% | 1.06% | 100% | - |
 Allianz (ALV.DE) | 1.41% | 2.1% | 100% | - |
 PepsiCo (PEP) | 1.39% | 1.38% | 100% | - |
 Sysco (SYY) | 1.33% | 1.51% | 100% | - |
 Cirrus Logic (CRUS) | 1.27% | 0.81% | 100% | - |
| Amazon (AMZN) | 1.25% | 1.73% | 100% | - |
 Johnson & Johnson (JNJ) | 1.2% | 1.39% | 100% | - |
 Garrett Motion (GTX.US) | 1.12% | 2.9% | 55.95% | - |
 Sony (SONY) | 1.08% | 0.76% | 100% | - |
 Realty Income (O) | 1.06% | 1.17% | 100% | - |
 Pfizer (PFE) | 1.02% | 0.91% | 100% | - |
 Netflix (NFLX) | 0.74% | 1.3% | 99.87% | - |
 Intel (INTC) | 0.74% | 0.51% | 100% | - |
 AT&T (T) | 0.7% | 1.13% | 100% | - |
 Philip Morris (PM) | 0.67% | 1.05% | 100% | - |
 Activision Blizzard, Inc. (ATVI) | 0.6% | 0% | 35.57% | 10/16/2023 |
 Kimberly-Clark (KMB) | 0.52% | 0.64% | 99.87% | - |
 Samsung (SMSN.L) | 0.42% | 0.46% | 75.19% | - |
 Honeywell (HON) | 0.39% | 0% | 69.87% | 7/15/2024 |
 Nio (NIO) | 0.35% | 0.23% | 100% | - |
 Solana (SOL) | 0.33% | 8.05% | 27.47% | - |
 Bitcoin (BTC) | 0.32% | 9.75% | 3.16% | - |
 GameStop (GME) | 0.22% | 0.27% | 100% | - |
 Ethereum (ETH) | 0.15% | 4.14% | 3.16% | - |
 Virgin Galactic (SPCE) | 0.13% | 0.01% | 100% | - |
 Warner Bros Discovery (WBD) | 0.1% | 0% | 96.84% | 2/14/2025 |
 Solventum (SOLV) | 0.09% | 0.31% | 43.16% | - |
 Build and Build (BNB) | 0.08% | 2.42% | 3.16% | - |
 Robinhood (HOOD) | 0.06% | 1.57% | 3.16% | - |
 Dogecoin (DOGE) | 0.06% | 0.08% | 100% | - |
 Tesla (TSLA) | 0.04% | 1.01% | 3.16% | - |
 Costco (COST) | 0.03% | 0.85% | 3.16% | - |
 Palantir (PLTR) | 0.03% | 0.72% | 3.16% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| misterg23 | 28.73% | 38.66% |
| NVIDIA (NVDA) | 2.62% | 5% |
| Enterprise Products (EPD) | 5.75% | 4.6% |
| Invesco QQQ (QQQ) | 2.33% | 3.1% |
| iShares Core S&P 500 ETF (IVV) | 2.33% | 2.83% |
| Garmin (GRMN) | 1.9% | 2.49% |
| Enbridge (ENB) | 2.82% | 2.38% |
| Garrett Motion (GTX.US) | 3.48% | 2.28% |
| Apple (AAPL) | 1.13% | 2.21% |
| Alphabet (GOOG) | 1.79% | 2.15% |
| 3M (MMM) | 3.42% | 1.69% |
| Raytheon (RTX) | 1.55% | 1.64% |
| Prudential (PRU) | 1.55% | 1.62% |
| Chevron (CVX) | 1.55% | 1.62% |
| Meta (META) | 1.86% | 1.61% |
| Microsoft (MSFT) | 1.86% | 1.6% |
| Amazon (AMZN) | 1.55% | 1.58% |
| Altria (MO) | 1.93% | 1.55% |
| AbbVie (ABBV) | 1.76% | 1.52% |
| Allianz (ALV.DE) | 1.55% | 1.45% |
| McDonald's (MCD) | 1.55% | 1.42% |
| Sysco (SYY) | 1.55% | 1.21% |
| SPDR Gold (GLD) | 1.31% | 1.2% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 1.08% | 1.11% |
| Renault (RNO.PA) | 1.12% | 1.11% |
| PepsiCo (PEP) | 1.55% | 1.09% |
| Netflix (NFLX) | 0.78% | 1.08% |
| Berkshire Hathaway (BRK.B) | 0.79% | 0.98% |
| Johnson & Johnson (JNJ) | 1.55% | 0.97% |
| Realty Income (O) | 1.55% | 0.87% |
| ADP (ADP) | 0.78% | 0.83% |
| Merck (MRK) | 1.02% | 0.8% |
| AT&T (T) | 1.55% | 0.76% |
| Pfizer (PFE) | 1.55% | 0.74% |
| Philip Morris (PM) | 0.78% | 0.68% |
| Cirrus Logic (CRUS) | 0.78% | 0.62% |
| Sony (SONY) | 0.78% | 0.57% |
| Kimberly-Clark (KMB) | 0.78% | 0.46% |
| Intel (INTC) | 1.55% | 0.41% |
| Samsung (SMSN.L) | 0.93% | 0.38% |
| GameStop (GME) | 1.24% | 0.3% |
| Solventum (SOLV) | 0% | 0.22% |
| Solana (SOL) | 0.26% | 0.19% |
| Nio (NIO) | 1.55% | 0.18% |
| Dogecoin (DOGE) | 0.39% | 0.12% |
| Warner Bros Discovery (WBD) | 0.31% | 0.09% |
| Virgin Galactic (SPCE) | 1.4% | 0.02% |