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Portfolio Diversification
Range
Most Diversified
30 instruments
April 13, 2022
Least Diversified
0 instruments
November 12, 2025
Average
22.3 instruments
Most Consistent Holdings
Top 5
AMZN99.8%
PFE99.8%
F99.8%
NLY99.8%
GRMN99.67%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 Growth ETF (VOOG) | 7.19% | 8.23% | 99.26% | - |
| Pfizer (PFE) | 6.67% | 6.75% | 99.8% | - |
 Altria (MO) | 6.37% | 5.49% | 91.77% | - |
| Annaly (NLY) | 6.35% | 4.77% | 99.8% | - |
 Vanguard Value ETF (VTV) | 5.12% | 0% | 65.66% | 11/27/2024 |
| Amazon (AMZN) | 4.91% | 6.8% | 99.8% | - |
| Garmin (GRMN) | 4.66% | 8.25% | 99.67% | - |
 Vanguard S&P 500 ETF (VOO) | 4.41% | 10.56% | 46.18% | - |
 AT&T (T) | 3.97% | 0% | 81.93% | 6/10/2025 |
 iShares Core Dividend Growth ETF (DGRO) | 3.4% | 0% | 51.61% | 3/12/2024 |
| Ford (F) | 3.27% | 7.1% | 99.8% | - |
 Apple (AAPL) | 3.06% | 0% | 74.5% | 2/19/2025 |
 Anheuser-Busch (BUD) | 2.78% | 0% | 51.67% | 3/13/2024 |
 ASML (ASML) | 2.6% | 8.73% | 38.49% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 2.57% | 4.36% | 30.92% | - |
 Invesco QQQ (QQQ) | 2.49% | 0% | 53.21% | 4/5/2024 |
 Fifth Third (FITB) | 2.16% | 0% | 59.77% | 9/4/2025 |
 PepsiCo (PEP) | 2.07% | 5.16% | 29.65% | - |
 3M (MMM) | 1.79% | 0% | 26.57% | 1/21/2025 |
 Flow Traders (FLOW.NV) | 1.69% | 0% | 59.24% | 7/5/2024 |
 Philip Morris (PM) | 1.67% | 0% | 36.08% | 7/19/2023 |
 Ethereum (ETH) | 1.65% | 0% | 86.14% | 8/12/2025 |
 AMD (AMD) | 1.62% | 0% | 48.13% | 1/19/2024 |
 Microsoft (MSFT) | 1.5% | 0% | 35.14% | 7/5/2023 |
 iShares Semiconductor ETF (SOXX) | 1.25% | 0% | 34.81% | 6/30/2023 |
 US Global Jets ETF (JETS) | 1.12% | 0% | 51.67% | 3/13/2024 |
 Visa (V) | 1.03% | 0% | 23.9% | 1/2/2025 |
 NXP (NXPI) | 1.03% | 1.93% | 40.56% | - |
 STMicroelectronics (STMMI.MI) | 0.98% | 2.19% | 40.56% | - |
 SunPower (SPWRQ) | 0.79% | 0% | 55.62% | 7/18/2024 |
 ProShares UltraPro QQQ (TQQQ) | 0.68% | 0% | 57.43% | 6/24/2025 |
 Intel (INTC) | 0.65% | 0% | 18.47% | 10/20/2025 |
 Shell (SHEL) | 0.6% | 0% | 20.41% | 12/1/2023 |
 Mandiant Inc (MNDT) | 0.59% | 0% | 16.53% | 9/13/2022 |
 Canadian Solar (CSIQ) | 0.58% | 0% | 31.59% | 7/19/2023 |
 Novo-Nordisk (NVO) | 0.53% | 5.62% | 7.97% | - |
 Nio (NIO) | 0.37% | 0% | 65.53% | 10/7/2024 |
 Figma Inc (FIG) | 0.35% | 2.17% | 13.65% | - |
 ExxonMobil (XOM) | 0.35% | 0% | 7.5% | 4/9/2024 |
 Rivian (RIVN) | 0.22% | 0% | 46.65% | 12/28/2023 |
 Marathon Petroleum (MPC) | 0.15% | 4.03% | 4.08% | - |
 ASML (ASML.NV) | 0.14% | 0% | 2.07% | 10/27/2025 |
 BioNano (BNGO) | 0.11% | 0% | 46.65% | 12/28/2023 |
 TotalEnergies (TTE.PA) | 0.1% | 4.17% | 3.82% | - |
 ASM (ASM.NV) | 0.09% | 0% | 2.07% | 10/27/2025 |
 TD (TD) | 0.09% | 0% | 3.35% | 7/5/2024 |
 Realty Income (O) | 0.09% | 3.4% | 3.82% | - |
 Cocrystal Pharma (COCP) | 0.07% | 0% | 65.53% | 10/7/2024 |
 Royal Dutch Shell A (ADR) (RDS.A) | 0.05% | 0% | 1.41% | 1/31/2022 |
 GSK (GSK.L) | 0.03% | 0% | 1.61% | 1/12/2024 |
 Proshares Ultra S&P 500 (SSO) | 0.02% | 0% | 0.8% | 6/30/2025 |
 Kellanova (K) | 0.02% | 0% | 1.41% | 1/8/2024 |
 Solventum (SOLV) | 0.01% | 0% | 0.47% | 4/9/2024 |
 Warner Bros Discovery (WBD) | 0% | 0% | 0.07% | 4/13/2022 |
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) | 11.72% | 13.29% |
| ASML (ASML) | 8.68% | 9.75% |
| Novo-Nordisk (NVO) | 8.23% | 9.38% |
| Amazon (AMZN) | 7.68% | 8.32% |
| Ford (F) | 7.57% | 7.53% |
| Vanguard S&P 500 Value ETF (VOOV) | 6.07% | 6.95% |
| PepsiCo (PEP) | 6.46% | 6.8% |
| Garmin (GRMN) | 7.2% | 6.73% |
| Annaly (NLY) | 7.38% | 6.59% |
| Vanguard S&P 500 Growth ETF (VOOG) | 5.79% | 6.4% |
| Pfizer (PFE) | 7.94% | 6.1% |
| Figma Inc (FIG) | 5.11% | 2.73% |
| Altria (MO) | 1.92% | 2.11% |
| NXP (NXPI) | 2.41% | 2.04% |
| STMicroelectronics (STMMI.MI) | 2.89% | 1.73% |
Cash & Instruments Over Time
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