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Portfolio Diversification
Range
Most Diversified
51 instruments
April 8, 2025
Least Diversified
0 instruments
August 25, 2025
Average
33.2 instruments
Most Consistent Holdings
Top 5
SAOC79.81%
AAPL79.56%
NVDA79.56%
COST79.56%
SPY79.56%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 5.23% | 0% | 79.56% | 8/21/2025 |
 Lockheed Martin (LMT) | 4.08% | 100% | 78.55% | - |
| Apple (AAPL) | 3.21% | 0% | 79.56% | 8/21/2025 |
 Vanguard S&P 500 ETF (VOO) | 3.19% | 0% | 77.38% | 8/21/2025 |
 Amazon (AMZN) | 3.04% | 0% | 77.71% | 8/21/2025 |
 Alphabet (GOOG) | 2.64% | 0% | 76.37% | 8/21/2025 |
| Costco (COST) | 2.41% | 0% | 79.56% | 8/21/2025 |
 Microsoft (MSFT) | 2.37% | 0% | 78.05% | 8/21/2025 |
 Disney (DIS) | 2.28% | 0% | 78.64% | 8/21/2025 |
 3M (MMM) | 2.27% | 0% | 78.97% | 8/21/2025 |
 Netflix (NFLX) | 2.22% | 0% | 50.71% | 8/21/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 2.01% | 0% | 79.48% | 8/21/2025 |
 Berkshire Hathaway (BRK.B) | 2% | 0% | 77.54% | 8/21/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 2% | 0% | 76.96% | 8/21/2025 |
| State Street SPDR S&P 500 ETF (SPY) | 1.88% | 0% | 79.56% | 8/21/2025 |
 UnitedHealth (UNH) | 1.74% | 0% | 68.04% | 7/14/2025 |
 Cisco (CSCO) | 1.64% | 0% | 68.38% | 8/21/2025 |
 American Express (AXP) | 1.61% | 0% | 72.41% | 8/21/2025 |
 Tesla (TSLA) | 1.58% | 0% | 77.38% | 8/21/2025 |
 State Street Financial Select Sector SPDR ETF (XLF) | 1.57% | 0% | 72.92% | 8/21/2025 |
| Aramco (SAOC) | 1.36% | 0% | 79.81% | 8/24/2025 |
 Micron (MU) | 1.35% | 0% | 42.98% | 8/21/2025 |
 Vanguard Total Stock Market ETF (VTI) | 1.33% | 0% | 78.55% | 8/21/2025 |
 Salesforce (CRM) | 1.24% | 0% | 69.81% | 8/21/2025 |
 ASML (ASML) | 1.18% | 0% | 77.12% | 8/21/2025 |
 TSMC (TSM) | 1.16% | 0% | 54.08% | 8/21/2025 |
 Hewlett Packard Enterprise (HPE) | 1.15% | 0% | 67.28% | 8/21/2025 |
 Alibaba (BABA) | 1.11% | 0% | 74.18% | 8/21/2025 |
 ARM (ARM) | 1.1% | 0% | 58.45% | 8/21/2025 |
 ExxonMobil (XOM) | 1.01% | 0% | 77.46% | 8/21/2025 |
 Vanguard Value ETF (VTV) | 0.98% | 0% | 42.14% | 6/6/2024 |
 Novo-Nordisk (NVO) | 0.97% | 0% | 61.48% | 8/21/2025 |
 T-Mobile (TMUS) | 0.83% | 0% | 70.14% | 8/21/2025 |
 Schlumberger (SLB) | 0.82% | 0% | 70.73% | 8/21/2025 |
 CVS Health (CVS) | 0.8% | 0% | 69.72% | 8/21/2025 |
 Intuitive Machines (LUNR) | 0.75% | 0% | 30.11% | 8/21/2025 |
 Coca-Cola (KO) | 0.75% | 0% | 47.52% | 8/21/2025 |
 Stryker (SYK) | 0.74% | 0% | 69.72% | 8/21/2025 |
 JPMorgan (JPM) | 0.71% | 0% | 53.49% | 8/21/2025 |
 Shopify (SHOP) | 0.68% | 0% | 45.92% | 8/21/2025 |
 Johnson & Johnson (JNJ) | 0.65% | 0% | 70.9% | 8/21/2025 |
 Raytheon (RTX) | 0.63% | 0% | 47.6% | 8/21/2025 |
 General Dynamics (GD) | 0.6% | 0% | 47.52% | 8/21/2025 |
 Expedia (EXPE) | 0.59% | 0% | 46.26% | 8/21/2025 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.5% | 0% | 47.01% | 8/20/2024 |
 AMD (AMD) | 0.44% | 0% | 19.76% | 8/28/2023 |
 PepsiCo (PEP) | 0.41% | 0% | 46.43% | 8/21/2025 |
 Applied Digital (APLD) | 0.41% | 0% | 22.88% | 8/21/2025 |
 Zscaler (ZS) | 0.38% | 0% | 21.11% | 8/21/2025 |
 Rivian (RIVN) | 0.37% | 0% | 12.7% | 8/7/2023 |
 Levi's (LEVI) | 0.34% | 0% | 34.9% | 8/21/2025 |
 TD (TD) | 0.33% | 0% | 30.11% | 8/21/2025 |
 Zoom (ZM) | 0.28% | 0% | 22.37% | 8/21/2025 |
 Intuit (INTU) | 0.23% | 0% | 30.11% | 8/21/2025 |
 Invesco QQQ (QQQ) | 0.2% | 0% | 2.02% | 1/25/2023 |
 Dollar General (DG.US) | 0.18% | 0% | 8.33% | 4/12/2023 |
 BYD (01211.HK) | 0.17% | 0% | 5.97% | 4/17/2023 |
 Ryanair (RYAAY) | 0.16% | 0% | 6.64% | 4/18/2023 |
 Ford (F) | 0.13% | 0% | 10.85% | 6/7/2023 |
 Procter & Gamble (PG) | 0.11% | 0% | 4.54% | 4/26/2023 |
 GitLab (GTLB) | 0.09% | 0% | 8.07% | 9/4/2024 |
 HSBC (HSBC) | 0.06% | 0% | 3.53% | 4/26/2023 |
 Oracle (ORCL) | 0.06% | 0% | 1.68% | 3/28/2023 |
 Walmart (WMT) | 0.03% | 0% | 1.93% | 6/9/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.03% | 0% | 0.93% | 2/2/2023 |
 Solventum (SOLV) | 0.02% | 0% | 6.06% | 6/14/2024 |
 Booking (BKNG) | 0.02% | 0% | 1.18% | 5/17/2023 |
 Woodside (WDS) | 0.01% | 0% | 0.84% | 6/24/2024 |
 Petrobras (PBR.A) | 0.01% | 0% | 0.59% | 5/18/2023 |
 Snapchat (SNAP) | 0.01% | 0% | 0.42% | 2/6/2023 |
 Palantir (PLTR) | 0.01% | 0% | 1.35% | 5/25/2023 |
 C3.ai (AI) | 0.01% | 0% | 1.26% | 6/14/2023 |
 Eli Lilly (LLY) | 0.01% | 0% | 0.5% | 8/11/2023 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.01% | 0% | 0.59% | 4/8/2025 |
 Rio Tinto (RIO) | 0.01% | 0% | 0.17% | 1/3/2023 |
 Infosys (INFY) | 0.01% | 0% | 0.5% | 4/17/2023 |
 Eletrobras (AXIA) | 0.01% | 0% | 0.5% | 4/3/2023 |
 Charles Schwab (SCHW) | 0.01% | 0% | 0.25% | 4/17/2023 |
 ConocoPhillips (COP) | 0% | 0% | 0.5% | 5/9/2023 |
 FedEx (FDX) | 0% | 0% | 0.25% | 6/27/2024 |
 Altria (MO) | 0% | 0% | 0.42% | 5/1/2023 |
 Abbott (ABT) | 0% | 0% | 0.17% | 4/19/2023 |
 JD.com (JD.US) | 0% | 0% | 0.17% | 5/11/2023 |
 Accenture (ACN) | 0% | 0% | 0.08% | 3/23/2023 |
 Lamb Weston (LW) | 0% | 0% | 0.08% | 4/6/2023 |
 Meta (META) | 0% | 0% | 0.08% | 4/27/2023 |
 Roblox (RBLX) | 0% | 0% | 0.08% | 5/10/2023 |
 BlackRock (BLK) | 0% | 0% | 0.08% | 4/14/2023 |
 Thor (THO) | 0% | 0% | 0.08% | 6/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|
Cash & Instruments Over Time
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