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Portfolio Diversification
Range
Most Diversified
54 instruments
October 10, 2025
Least Diversified
0 instruments
November 16, 2025
Average
48.1 instruments
Most Consistent Holdings
Top 5
AAPL99.75%
AMZN99.75%
INTC99.75%
JNJ99.75%
MRK99.75%
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 |
|---|---|---|---|---|
 misterg23 | 17.9% | 0% | 63.8% | 2/14/2025 |
 Enbridge (ENB) | 4.05% | 3.6% | 99.75% | - |
 Enterprise Products (EPD) | 3.86% | 3.51% | 99.33% | - |
 NVIDIA (NVDA) | 3.37% | 2.77% | 80.15% | - |
 iShares Core S&P 500 ETF (IVV) | 2.91% | 3.68% | 99.67% | - |
 AbbVie (ABBV) | 2.86% | 1.99% | 99.67% | - |
 Invesco QQQ (QQQ) | 2.86% | 3.08% | 99.58% | - |
 Microsoft (MSFT) | 2.75% | 1.8% | 99.67% | - |
 Chevron (CVX) | 2.65% | 3.25% | 99.67% | - |
| Apple (AAPL) | 2.63% | 2.12% | 99.75% | - |
 Alphabet (GOOG) | 2.22% | 2.67% | 99.67% | - |
 SPDR Gold (GLD) | 2.06% | 3.31% | 99.67% | - |
 Altria (MO) | 2.03% | 3.06% | 99.75% | - |
 Bitcoin (BTC) | 2.01% | 2.46% | 35.95% | - |
 Berkshire Hathaway (BRK.B) | 2.01% | 1.58% | 99.67% | - |
 Meta (META) | 1.99% | 2.03% | 99.67% | - |
 3M (MMM) | 1.97% | 2.58% | 99.67% | - |
 Raytheon (RTX) | 1.89% | 2.05% | 99.67% | - |
 Garmin (GRMN) | 1.89% | 2.99% | 96.75% | - |
 McDonald's (MCD) | 1.74% | 2.3% | 99.67% | - |
 Solana (SOL) | 1.73% | 1.5% | 51.96% | - |
 Prudential (PRU) | 1.71% | 1.98% | 99.67% | - |
 Garrett Motion (GTX.US) | 1.65% | 2.76% | 70.64% | - |
 Allianz (ALV.DE) | 1.63% | 1.68% | 99.5% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 1.53% | 1.99% | 99.67% | - |
 Sysco (SYY) | 1.45% | 1.87% | 99.75% | - |
| Amazon (AMZN) | 1.43% | 1.52% | 99.75% | - |
 Renault (RNO.PA) | 1.43% | 1.19% | 99.75% | - |
 PepsiCo (PEP) | 1.4% | 1.72% | 99.67% | - |
| Johnson & Johnson (JNJ) | 1.39% | 2.39% | 99.75% | - |
| Merck (MRK) | 1.34% | 1.43% | 99.75% | - |
 Ethereum (ETH) | 1.31% | 1.74% | 35.95% | - |
 ADP (ADP) | 1.31% | 0.86% | 99.67% | - |
 Cirrus Logic (CRUS) | 1.19% | 1.68% | 99.67% | - |
 Realty Income (O) | 1.14% | 1.61% | 99.67% | - |
 Netflix (NFLX) | 1.08% | 1.74% | 99.33% | - |
 Sony (SONY) | 1.03% | 0.86% | 99.67% | - |
 Pfizer (PFE) | 1% | 1.15% | 99.67% | - |
 Build and Build (BNB) | 0.95% | 1.73% | 35.95% | - |
 Philip Morris (PM) | 0.88% | 1.49% | 99.67% | - |
 AT&T (T) | 0.88% | 1.38% | 99.67% | - |
| Intel (INTC) | 0.82% | 2.55% | 99.75% | - |
 Robinhood Markets Inc. (HOOD) | 0.77% | 1.27% | 35.86% | - |
 Tesla (TSLA) | 0.67% | 2.14% | 35.86% | - |
 Samsung (SMSN.L) | 0.64% | 2.45% | 83.32% | - |
 Palantir (PLTR) | 0.55% | 1.68% | 35.78% | - |
 Kimberly-Clark (KMB) | 0.54% | 0.54% | 99.25% | - |
 Activision Blizzard, Inc. (ATVI) | 0.4% | 0% | 23.44% | 10/16/2023 |
 Costco (COST) | 0.34% | 1.15% | 35.86% | - |
 Nio (NIO) | 0.33% | 0.41% | 99.67% | - |
 Honeywell (HON) | 0.26% | 0% | 46.04% | 7/15/2024 |
 GameStop (GME) | 0.25% | 0.38% | 99.58% | - |
 Solventum (SOLV) | 0.17% | 0.34% | 62.14% | - |
 Virgin Galactic (SPCE) | 0.09% | 0.01% | 99.67% | - |
 Dogecoin (DOGE) | 0.07% | 0.06% | 99.67% | - |
 Warner Bros Discovery (WBD) | 0.06% | 0% | 63.8% | 2/14/2025 |
 Sony Financial Group Inc (SFGYY) | 0.01% | 0.03% | 16.18% | - |
 GameStop Corp. warrant (GME.WS) | 0% | 0.01% | 9.34% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core S&P 500 ETF (IVV) | 2.46% | 3.64% |
| Enbridge (ENB) | 3.43% | 3.36% |
| SPDR Gold (GLD) | 2% | 3.12% |
| Enterprise Products (EPD) | 3.56% | 3.04% |
| Invesco QQQ (QQQ) | 1.78% | 2.97% |
| 3M (MMM) | 4.63% | 2.94% |
| Microsoft (MSFT) | 2.84% | 2.92% |
| Bitcoin (BTC) | 1.49% | 2.83% |
| Altria (MO) | 2.95% | 2.72% |
| Chevron (CVX) | 2.37% | 2.71% |
| NVIDIA (NVDA) | 1.94% | 2.66% |
| Tesla (TSLA) | 2.12% | 2.64% |
| Alphabet (GOOG) | 1.42% | 2.55% |
| Allianz (ALV.DE) | 1.83% | 2.5% |
| Prudential (PRU) | 2.37% | 2.46% |
| Garmin (GRMN) | 1.8% | 2.43% |
| Garrett Motion (GTX.US) | 1.84% | 2.41% |
| Build and Build (BNB) | 2.52% | 2.39% |
| McDonald's (MCD) | 2.37% | 2.39% |
| AbbVie (ABBV) | 2.13% | 2.33% |
| Ethereum (ETH) | 2.68% | 2.27% |
| Solana (SOL) | 1.98% | 2.23% |
| Johnson & Johnson (JNJ) | 2.37% | 2.21% |
| Apple (AAPL) | 1.08% | 2.18% |
| Palantir (PLTR) | 0.79% | 2.16% |
| Raytheon (RTX) | 1.23% | 2.16% |
| Meta (META) | 2.27% | 2.08% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 1.65% | 1.99% |
| Amazon (AMZN) | 1.76% | 1.88% |
| Sysco (SYY) | 2.37% | 1.86% |
| Netflix (NFLX) | 1.18% | 1.81% |
| Robinhood Markets Inc. (HOOD) | 0.46% | 1.76% |
| Berkshire Hathaway (BRK.B) | 1.2% | 1.73% |
| PepsiCo (PEP) | 2.37% | 1.63% |
| Realty Income (O) | 2.37% | 1.46% |
| Philip Morris (PM) | 1.18% | 1.45% |
| Renault (RNO.PA) | 1.7% | 1.39% |
| Samsung (SMSN.L) | 1.42% | 1.35% |
| Merck (MRK) | 1.56% | 1.35% |
| AT&T (T) | 2.37% | 1.33% |
| Intel (INTC) | 2.37% | 1.21% |
| Cirrus Logic (CRUS) | 1.18% | 1.18% |
| ADP (ADP) | 1.18% | 1.16% |
| Pfizer (PFE) | 2.37% | 1.1% |
| Sony (SONY) | 1.18% | 1.1% |
| Costco (COST) | 1.48% | 1.01% |
| Kimberly-Clark (KMB) | 1.18% | 0.57% |
| Solventum (SOLV) | 0% | 0.41% |
| Nio (NIO) | 2.37% | 0.34% |
| GameStop (GME) | 1.9% | 0.31% |
| Dogecoin (DOGE) | 0.59% | 0.07% |
| Sony Financial Group Inc (SFGYY) | 0% | 0.04% |
| Virgin Galactic (SPCE) | 2.13% | 0.01% |
| GameStop Corp. warrant (GME.WS) | 0% | 0% |
Cash & Instruments Over Time
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