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Portfolio Diversification
Range
Most Diversified
16 instruments
December 27, 2024
Least Diversified
0 instruments
December 5, 2023
Average
8.6 instruments
Most Consistent Holdings
Top 5
AMZN73.13%
CVX.US72.97%
NVDA72.08%
KO56.48%
UAL56.15%
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) | 19.97% | 45.55% | 72.08% | - |
| Amazon (AMZN) | 16.34% | 19.76% | 73.13% | - |
 Ethereum (ETH) | 9.66% | 0% | 26.55% | 12/4/2023 |
| United Airlines (UAL) | 6.3% | 12.61% | 56.15% | - |
 Ford (F) | 3.93% | 0% | 16.41% | 6/28/2024 |
| Chevron (CVX.US) | 3.85% | 4.22% | 72.97% | - |
 AT&T (T.US) | 3.71% | 0% | 51.81% | 4/15/2026 |
 McDonald's (MCD) | 3.34% | 4.9% | 55.91% | - |
 Portillo's (PTLO) | 2.31% | 0% | 53.5% | 5/11/2026 |
 Apple (AAPL) | 1.93% | 0% | 19.23% | 8/5/2024 |
 Costco (COST) | 1.72% | 3.52% | 51.97% | - |
 ASML (ASML) | 1.71% | 0% | 19.87% | 3/10/2025 |
 Uber (UBER) | 1.61% | 3.02% | 44.65% | - |
| Coca-Cola (KO) | 1.3% | 2.28% | 56.48% | - |
 Invesco NASDAQ Next Gen 100 ETF (QQQJ) | 1.15% | 3.7% | 42.24% | - |
 Union Pacific (UNP) | 1.02% | 0% | 46.66% | 2/11/2026 |
 Blacksky (BKSY) | 0.9% | 0% | 16.98% | 1/22/2025 |
 Xponential Fitness (XPOF) | 0.75% | 0% | 15.37% | 6/28/2024 |
 Navitas Semiconductor (NVTS) | 0.46% | 0% | 16.57% | 1/17/2025 |
 Boeing (BA) | 0.32% | 0% | 16.25% | 1/29/2025 |
 Spotify (SPOT) | 0.16% | 0% | 1.05% | 12/18/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.16% | 0.44% | 38.21% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 23.77% | 33.76% |
| Amazon (AMZN) | 20.49% | 19.64% |
| United Airlines (UAL) | 9.41% | 14.14% |
| AT&T (T.US) | 8% | 6.84% |
| McDonald's (MCD) | 6.96% | 5.68% |
| Chevron (CVX.US) | 5.33% | 3.64% |
| Uber (UBER) | 4.22% | 3.6% |
| Costco (COST) | 5.29% | 3.27% |
| Invesco NASDAQ Next Gen 100 ETF (QQQJ) | 3.72% | 2.85% |
| Coca-Cola (KO) | 2.9% | 2.12% |
| Portillo's (PTLO) | 6.39% | 2.03% |
| Union Pacific (UNP) | 2.9% | 1.99% |
| Vanguard S&P 500 ETF (VOO) | 0.58% | 0.43% |
Cash & Instruments Over Time
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