Portfolio Diversification
Range
Most Diversified
14 instruments
November 8, 2024
Least Diversified
0 instruments
February 7, 2025
Average
12.4 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
GOOG99.87%
META99.87%
BA99.87%
MMM99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 23.49% | 25.41% | 99.87% | - |
| Alphabet (GOOG) | 16.03% | 14.28% | 99.87% | - |
 Raytheon (RTX) | 9.79% | 4.93% | 99.87% | - |
| Apple (AAPL) | 7.68% | 13.19% | 99.87% | - |
 Bitcoin (BTC) | 6.36% | 0% | 53.59% | 3/9/2024 |
 Verizon (VZ) | 5.17% | 3.94% | 99.87% | - |
| Boeing (BA) | 3.98% | 2.14% | 99.87% | - |
 SAP (SAP.DE) | 3.42% | 3.47% | 99.87% | - |
 Procter & Gamble (PG) | 3.39% | 2.47% | 99.87% | - |
| 3M (MMM) | 3.27% | 2.95% | 99.87% | - |
 PayPal (PYPL) | 3.12% | 5.58% | 48.17% | - |
 NVIDIA (NVDA) | 2.89% | 8.73% | 30.64% | - |
 Pfizer (PFE) | 1.88% | 3.3% | 48.42% | - |
 McDonald's (MCD) | 1.25% | 0% | 51.7% | 2/22/2024 |
 Diebold Nixdorf (DBD) | 1.05% | 6.74% | 15.89% | - |
 Dogecoin (DOGE) | 0.29% | 0% | 53.72% | 3/10/2024 |
 Solventum (SOLV) | 0.15% | 0.37% | 43.25% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 10.69% | 23.61% |
| Alphabet (GOOG) | 13.37% | 15.49% |
| Apple (AAPL) | 14.7% | 14.77% |
| NVIDIA (NVDA) | 13.37% | 9.53% |
| PayPal (PYPL) | 6.68% | 6.67% |
| Diebold Nixdorf (DBD) | 9.35% | 6.52% |
| Raytheon (RTX) | 4.01% | 4.14% |
| Verizon (VZ) | 6.68% | 3.38% |
| Pfizer (PFE) | 4.92% | 3.21% |
| SAP (SAP.DE) | 2.27% | 3.17% |
| 3M (MMM) | 4.01% | 2.45% |
| Procter & Gamble (PG) | 2.67% | 2.31% |
| Boeing (BA) | 4.01% | 2.23% |
| Solventum (SOLV) | 0% | 0.31% |