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Portfolio Diversification
Range
Most Diversified
26 instruments
September 9, 2025
Least Diversified
0 instruments
December 31, 2025
Average
10.9 instruments
Most Consistent Holdings
Top 5
O99.75%
MAIN97.44%
KO84.24%
VOO77.89%
TQQQ70.13%
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 | 13.42% | 0% | 79.04% | 9/8/2025 |
 InTheGame | 12.46% | 0% | 79.21% | 9/9/2025 |
| Main Street Capital (MAIN) | 11.22% | 9.51% | 97.44% | - |
| Vanguard S&P 500 ETF (VOO) | 9.66% | 14.3% | 77.89% | - |
| Realty Income (O) | 9.35% | 8.85% | 99.75% | - |
| Coca-Cola (KO) | 8.68% | 9.53% | 84.24% | - |
 ALTIA-Investment | 6.61% | 0% | 22.19% | 10/4/2023 |
 CVS Health (CVS) | 5.72% | 10.05% | 65.35% | - |
| ProShares UltraPro QQQ (TQQQ) | 2.68% | 3.19% | 70.13% | - |
 HarpinderKang | 1.87% | 0% | 18.89% | 8/22/2023 |
 StefanULS | 1.28% | 0% | 31.77% | 9/8/2025 |
 Meta (META) | 1.2% | 5.46% | 19.64% | - |
 UPS (UPS) | 1.05% | 5.1% | 19.64% | - |
 Corebridge (CRBG) | 1.04% | 0% | 11.3% | 11/27/2024 |
 Target (TGT) | 1.02% | 6.13% | 19.64% | - |
 Bunge (BG) | 0.93% | 0% | 10.07% | 4/22/2024 |
 ARK Next Generation Internet ETF (ARKW) | 0.87% | 4.84% | 16.01% | - |
 Intuitive Surgical (ISRG) | 0.76% | 0% | 9.82% | 10/21/2025 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.72% | 4.98% | 16.67% | - |
 NVIDIA (NVDA) | 0.72% | 3.29% | 17.9% | - |
 Direxion Daily S&P 500 Bull 3X ETF (SPXL) | 0.67% | 5.24% | 15.35% | - |
 Lundbeck (HLUNB.CO) | 0.63% | 0% | 6.6% | 3/24/2023 |
 VanEck Video Gaming and eSports UCITS ETF (ESP0.DE) | 0.61% | 3.66% | 15.43% | - |
 IGT (BRSL) | 0.61% | 0% | 12.79% | 6/8/2023 |
 Altria (MO) | 0.58% | 0% | 15.51% | 7/11/2023 |
 HSBC (HSBC) | 0.55% | 0% | 8.17% | 6/24/2025 |
 Star Bulk (SBLK) | 0.5% | 0% | 13.2% | 11/24/2023 |
 Broadcom (AVGO) | 0.48% | 0% | 5.78% | 3/17/2025 |
 Monolithic Power (MPWR) | 0.3% | 0% | 3.3% | 1/6/2025 |
 ASML (ASML) | 0.28% | 0% | 2.56% | 5/23/2024 |
 Garmin (GRMN) | 0.24% | 0% | 2.39% | 7/12/2024 |
 Ford (F) | 0.22% | 0% | 6.02% | 6/6/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.22% | 0% | 3.3% | 8/30/2023 |
 Microsoft (MSFT) | 0.2% | 0% | 4.21% | 10/29/2025 |
 Supermicro (SMCI) | 0.16% | 0% | 1.65% | 6/13/2024 |
 Assurant (AIZ) | 0.11% | 0% | 9.24% | 1/7/2026 |
 Bitcoin (BTC) | 0.1% | 0% | 6.44% | 5/5/2026 |
 Direxion Daily Aerospace & Defense Bull 3X ETF (DFEN) | 0.1% | 0.91% | 14.19% | - |
 Russell 2000 Index (Non Expiry) (RTY) | 0.1% | 0% | 1.65% | 8/6/2023 |
 Catalyst Pharmaceuticals (CPRX) | 0.08% | 0% | 6.35% | 1/7/2026 |
 Oil (Non Expiry) (OIL) | 0.06% | 0% | 1.32% | 9/12/2023 |
 Wacker Chemie (WCH.DE) | 0.06% | 0% | 5.86% | 1/7/2026 |
 Lovesac (LOVE) | 0.06% | 0% | 6.11% | 1/7/2026 |
 West Pharma (WST) | 0.04% | 0% | 3.05% | 10/23/2025 |
 The Sandbox (SAND) | 0.03% | 0.09% | 19.22% | - |
 Duolingo (DUOL) | 0.02% | 0.05% | 19.64% | - |
 Amazon (AMZN) | 0.02% | 0% | 4.29% | 10/30/2025 |
 Walmart (WMT) | 0.01% | 0% | 7.26% | 12/5/2025 |
 Natural Gas (Non Expiry) (NATGAS) | 0.01% | 0% | 0.5% | 9/18/2023 |
 Lululemon (LULU) | 0.01% | 0% | 3.55% | 10/21/2025 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0% | 1.82% | 0.17% | - |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0% | 0% | 0.25% | 9/6/2024 |
 Netflix (NFLX) | 0% | 0% | 0.17% | 9/10/2025 |
 Alphabet (GOOG) | 0% | 0% | 0.08% | 9/9/2025 |
 Oracle (ORCL) | 0% | 0% | 0.08% | 9/9/2025 |
 Tesla (TSLA) | 0% | 0% | 0.08% | 9/9/2025 |
 Intel (INTC) | 0% | 0% | 0.08% | 9/9/2025 |
 Crowdstrike (CRWD) | 0% | 0% | 0.08% | 9/9/2025 |
 UnitedHealth (UNH) | 0% | 0% | 0.08% | 9/9/2025 |
 Palantir (PLTR) | 0% | 0% | 0.08% | 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 ETF (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 ETF (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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