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Portfolio Diversification
Range
Most Diversified
26 instruments
September 9, 2025
Least Diversified
0 instruments
December 31, 2025
Average
10.6 instruments
Most Consistent Holdings
Top 5
O99.91%
MAIN97.5%
KO83.71%
VOO77.07%
TQQQ68.97%
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 |
|---|---|---|---|---|
 BigTech | 14.02% | 0% | 82.59% | 9/8/2025 |
 InTheGame | 13.02% | 0% | 82.76% | 9/9/2025 |
| Main Street Capital (MAIN) | 11.3% | 10.23% | 97.5% | - |
| Vanguard S&P 500 ETF (VOO) | 9.47% | 14.5% | 77.07% | - |
| Realty Income (O) | 9.36% | 10.02% | 99.91% | - |
| Coca-Cola (KO) | 8.67% | 8.46% | 83.71% | - |
 ALTIA-Investment | 6.91% | 0% | 23.19% | 10/4/2023 |
 CVS Health (CVS) | 5.56% | 9.9% | 63.97% | - |
| ProShares UltraPro QQQ (TQQQ) | 2.63% | 3.76% | 68.97% | - |
 HarpinderKang | 1.95% | 0% | 19.74% | 8/22/2023 |
 StefanULS | 1.34% | 0% | 33.19% | 9/8/2025 |
 Corebridge (CRBG) | 1.08% | 0% | 11.81% | 11/27/2024 |
 Meta (META) | 0.99% | 6.16% | 16.21% | - |
 Bunge (BG) | 0.97% | 0% | 10.52% | 4/22/2024 |
 UPS (UPS) | 0.86% | 5.59% | 16.21% | - |
 Target (TGT) | 0.8% | 6.25% | 16.21% | - |
 Intuitive Surgical (ISRG) | 0.79% | 0% | 10.26% | 10/21/2025 |
 ARK Next Generation Internet ETF (ARKW) | 0.71% | 4.7% | 12.41% | - |
 Lundbeck (HLUNB.CO) | 0.66% | 0% | 6.9% | 3/24/2023 |
 IGT (BRSL) | 0.63% | 0% | 13.36% | 6/8/2023 |
 Altria (MO) | 0.61% | 0% | 16.21% | 7/11/2023 |
 NVIDIA (NVDA) | 0.61% | 3.22% | 14.4% | - |
 HSBC (HSBC) | 0.58% | 0% | 8.53% | 6/24/2025 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.54% | 4.9% | 13.1% | - |
 Star Bulk (SBLK) | 0.52% | 0% | 13.79% | 11/24/2023 |
 Broadcom (AVGO) | 0.5% | 0% | 6.03% | 3/17/2025 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0.5% | 4.41% | 11.72% | - |
 VanEck Video Gaming and eSports UCITS ETF (ESP0.DE) | 0.47% | 4.3% | 11.81% | - |
 Monolithic Power (MPWR) | 0.31% | 0% | 3.45% | 1/6/2025 |
 ASML (ASML) | 0.3% | 0% | 2.67% | 5/23/2024 |
 Garmin (GRMN) | 0.25% | 0% | 2.5% | 7/12/2024 |
 Ford (F) | 0.23% | 0% | 6.29% | 6/6/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.23% | 0% | 3.45% | 8/30/2023 |
 Microsoft (MSFT) | 0.21% | 0% | 4.4% | 10/29/2025 |
 Supermicro (SMCI) | 0.17% | 0% | 1.72% | 6/13/2024 |
 Assurant (AIZ) | 0.12% | 0% | 9.66% | 1/7/2026 |
 Russell 2000 Index (Non Expiry) (RTY) | 0.1% | 0% | 1.72% | 8/6/2023 |
 Catalyst Pharmaceuticals (CPRX) | 0.08% | 0% | 6.64% | 1/7/2026 |
 Oil (Non Expiry) (OIL) | 0.07% | 0% | 1.38% | 9/12/2023 |
 Wacker Chemie (WCH.DE) | 0.07% | 0% | 6.12% | 1/7/2026 |
 Lovesac (LOVE) | 0.06% | 0% | 6.38% | 1/7/2026 |
 Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) | 0.06% | 1% | 10.52% | - |
 West Pharma (WST) | 0.04% | 0% | 3.19% | 10/23/2025 |
 Bitcoin (BTC) | 0.03% | 1.89% | 2.59% | - |
 The Sandbox (SAND) | 0.03% | 0.11% | 15.78% | - |
 Duolingo (DUOL) | 0.02% | 0.05% | 16.21% | - |
 Amazon (AMZN) | 0.02% | 0% | 4.48% | 10/30/2025 |
 Walmart (WMT) | 0.01% | 0% | 7.59% | 12/5/2025 |
 Natural Gas (Non Expiry) (NATGAS) | 0.01% | 0% | 0.52% | 9/18/2023 |
 Lululemon (LULU) | 0.01% | 0% | 3.71% | 10/21/2025 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0% | 0% | 0.26% | 9/6/2024 |
 Netflix (NFLX) | 0% | 0% | 0.17% | 9/10/2025 |
 Alphabet (GOOG) | 0% | 0% | 0.09% | 9/9/2025 |
 Oracle (ORCL) | 0% | 0% | 0.09% | 9/9/2025 |
 Tesla (TSLA) | 0% | 0% | 0.09% | 9/9/2025 |
 Intel (INTC) | 0% | 0% | 0.09% | 9/9/2025 |
 Crowdstrike (CRWD) | 0% | 0% | 0.09% | 9/9/2025 |
 UnitedHealth (UNH) | 0% | 0% | 0.09% | 9/9/2025 |
 Palantir (PLTR) | 0% | 0% | 0.09% | 9/9/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 13.74% | 15.76% |
| Main Street Capital (MAIN) | 8.01% | 9.9% |
| CVS Health (CVS) | 8.01% | 8.72% |
| Coca-Cola (KO) | 8.01% | 8.08% |
| Realty Income (O) | 8.01% | 7.19% |
| Meta (META) | 8.01% | 7% |
| ARK Next Generation Internet ETF (ARKW) | 7.25% | 5.8% |
| UPS (UPS) | 4.58% | 5.02% |
| ProShares UltraPro QQQ (TQQQ) | 3.91% | 4.55% |
| Target (TGT) | 4.58% | 4.55% |
| Direxion Daily S&P 500 Bull 3X (SPXL) | 4.58% | 4.16% |
| ARK Autonomous Technology & Robotics ETF (ARKQ) | 4.58% | 4.08% |
| VanEck Video Gaming and eSports UCITS ETF (ESP0.DE) | 4.58% | 3.89% |
| NVIDIA (NVDA) | 3.82% | 3.52% |
| Assurant (AIZ) | 1.14% | 1.23% |
| Catalyst Pharmaceuticals (CPRX) | 1.14% | 1.19% |
| Wacker Chemie (WCH.DE) | 1.14% | 1.05% |
| Lovesac (LOVE) | 1.14% | 1.04% |
| Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) | 0.38% | 0.35% |
| The Sandbox (SAND) | 0.38% | 0.15% |
| Duolingo (DUOL) | 0.19% | 0.1% |
Cash & Instruments Over Time
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