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Portfolio Diversification
Range
Most Diversified
16 instruments
December 27, 2024
Least Diversified
0 instruments
December 5, 2023
Average
8.5 instruments
Most Consistent Holdings
Top 5
AMZN71.88%
CVX71.71%
NVDA70.77%
KO54.29%
UAL53.95%
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) | 18.78% | 35% | 70.77% | - |
| Amazon (AMZN) | 16.16% | 18.41% | 71.88% | - |
 Ethereum (ETH) | 10.2% | 0% | 28.04% | 12/4/2023 |
| United Airlines (UAL) | 6.03% | 12.37% | 53.95% | - |
 Ford (F) | 4.15% | 0% | 17.33% | 6/28/2024 |
 AT&T (T) | 3.85% | 8.02% | 53.7% | - |
| Chevron (CVX) | 3.84% | 4.82% | 71.71% | - |
 McDonald's (MCD) | 3.25% | 5.87% | 53.7% | - |
 Portillo's (PTLO) | 2.36% | 2.48% | 53.36% | - |
 Apple (AAPL) | 2.04% | 0% | 20.31% | 8/5/2024 |
 ASML (ASML) | 1.8% | 0% | 20.99% | 3/10/2025 |
 Costco (COST) | 1.62% | 3.92% | 49.53% | - |
 Uber (UBER) | 1.53% | 3.34% | 41.8% | - |
| Coca-Cola (KO) | 1.25% | 2.38% | 54.29% | - |
 Union Pacific (UNP) | 1.08% | 0% | 49.28% | 2/11/2026 |
 Invesco NASDAQ Next Gen 100 ETF (QQQJ) | 1.03% | 2.92% | 39.25% | - |
 Blacksky (BKSY) | 0.95% | 0% | 17.93% | 1/22/2025 |
 Xponential Fitness (XPOF) | 0.79% | 0% | 16.23% | 6/28/2024 |
 Navitas Semiconductor (NVTS) | 0.49% | 0% | 17.5% | 1/17/2025 |
 Boeing (BA) | 0.34% | 0% | 17.16% | 1/29/2025 |
 Spotify (SPOT) | 0.17% | 0% | 1.1% | 12/18/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.15% | 0.42% | 35% | - |
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) | 8% | 6.84% |
| McDonald's (MCD) | 6.96% | 5.68% |
| Chevron (CVX) | 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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