Portfolio Diversification
Range
Most Diversified
30 instruments
April 13, 2022
Least Diversified
0 instruments
November 12, 2025
Average
22.7 instruments
Most Consistent Holdings
Top 5
AMZN99.79%
PFE99.79%
F99.79%
NLY99.79%
GRMN99.64%
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) | 7.17% | 2.06% | 99.22% | - |
| Pfizer (PFE) | 6.7% | 6.11% | 99.79% | - |
 Altria (MO) | 6.54% | 0% | 91.53% | 8/11/2025 |
| Annaly (NLY) | 6.44% | 6.47% | 99.79% | - |
 Vanguard Value ETF (VTV) | 5.45% | 0% | 69.82% | 11/27/2024 |
| Amazon (AMZN) | 4.78% | 5.88% | 99.79% | - |
| Garmin (GRMN) | 4.51% | 4.49% | 99.64% | - |
 AT&T (T) | 4.22% | 0% | 87.12% | 6/10/2025 |
 Vanguard S&P 500 ETF (VOO) | 3.97% | 8.71% | 42.78% | - |
 iShares Core Dividend Growth ETF (DGRO) | 3.61% | 0% | 54.88% | 3/12/2024 |
 Apple (AAPL) | 3.25% | 0% | 79.22% | 2/19/2025 |
| Ford (F) | 3% | 4.25% | 99.79% | - |
 Anheuser-Busch (BUD) | 2.95% | 0% | 54.95% | 3/13/2024 |
 Invesco QQQ (QQQ) | 2.65% | 0% | 56.58% | 4/5/2024 |
 Vanguard S&P 500 Value ETF (VOOV) | 2.4% | 6.67% | 26.55% | - |
 Fifth Third (FITB) | 2.3% | 0% | 63.56% | 9/4/2025 |
 ASML (ASML) | 2.15% | 9.61% | 34.59% | - |
 3M (MMM) | 1.9% | 0% | 28.26% | 1/21/2025 |
 Flow Traders (FLOW.NV) | 1.8% | 0% | 62.99% | 7/5/2024 |
 PepsiCo (PEP) | 1.78% | 6.59% | 25.2% | - |
 Philip Morris (PM) | 1.77% | 0% | 38.36% | 7/19/2023 |
 Ethereum (ETH) | 1.76% | 0% | 91.6% | 8/12/2025 |
 AMD (AMD) | 1.72% | 0% | 51.17% | 1/19/2024 |
 Microsoft (MSFT) | 1.6% | 0% | 37.37% | 7/5/2023 |
 iShares Semiconductor ETF (SOXX) | 1.33% | 0% | 37.01% | 6/30/2023 |
 US Global Jets ETF (JETS) | 1.19% | 0% | 54.95% | 3/13/2024 |
 Visa (V) | 1.1% | 0% | 25.41% | 1/2/2025 |
 NXP (NXPI) | 0.96% | 2.05% | 36.8% | - |
 STMicroelectronics (STMMI.MI) | 0.92% | 1.67% | 36.8% | - |
 SunPower (SPWRQ) | 0.84% | 0% | 59.15% | 7/18/2024 |
 ProShares UltraPro QQQ (TQQQ) | 0.73% | 0% | 61.07% | 6/24/2025 |
 Intel (INTC) | 0.69% | 0% | 19.64% | 10/20/2025 |
 Shell (SHEL) | 0.63% | 0% | 21.71% | 12/1/2023 |
 Mandiant Inc (MNDT) | 0.63% | 0% | 17.58% | 9/13/2022 |
 Canadian Solar (CSIQ) | 0.62% | 0% | 33.59% | 7/19/2023 |
 Nio (NIO) | 0.39% | 0% | 69.68% | 10/7/2024 |
 ExxonMobil (XOM) | 0.37% | 0% | 7.97% | 4/9/2024 |
 Figma Inc (FIG) | 0.23% | 2.66% | 8.19% | - |
 Rivian (RIVN) | 0.23% | 0% | 49.61% | 12/28/2023 |
 ASML (ASML.NV) | 0.15% | 0% | 2.21% | 10/27/2025 |
 BioNano (BNGO) | 0.12% | 0% | 49.61% | 12/28/2023 |
 ASM (ASM.NV) | 0.1% | 0% | 2.21% | 10/27/2025 |
 TD (TD) | 0.1% | 0% | 3.56% | 7/5/2024 |
 Novo-Nordisk (NVO) | 0.08% | 3.59% | 2.14% | - |
 Cocrystal Pharma (COCP) | 0.07% | 0% | 69.68% | 10/7/2024 |
 Royal Dutch Shell A (ADR) (RDS.A) | 0.05% | 0% | 1.49% | 1/31/2022 |
 GSK (GSK.L) | 0.03% | 0% | 1.71% | 1/12/2024 |
 Proshares Ultra S&P 500 (SSO) | 0.03% | 0% | 0.85% | 6/30/2025 |
 Kellanova (K) | 0.03% | 0% | 1.49% | 1/8/2024 |
 Solventum (SOLV) | 0.01% | 0% | 0.5% | 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
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 10.28% | 11.5% |
| Pfizer (PFE) | 10.1% | 8.94% |
| Altria (MO) | 7.31% | 7.86% |
| Vanguard S&P 500 Growth ETF (VOOG) | 6.86% | 7.73% |
| Garmin (GRMN) | 6.86% | 7.38% |
| 3M (MMM) | 6.51% | 7.02% |
| AT&T (T) | 6.59% | 6.99% |
| Vanguard S&P 500 Value ETF (VOOV) | 6.21% | 6.67% |
| Annaly (NLY) | 8.2% | 6.29% |
| Visa (V) | 4.57% | 5.4% |
| ASML (ASML) | 5.44% | 4.95% |
| Amazon (AMZN) | 3.43% | 3.79% |
| Ford (F) | 4.4% | 3.41% |
| Apple (AAPL) | 2.86% | 3.26% |
| STMicroelectronics (STMMI.MI) | 3.86% | 3.02% |
| NXP (NXPI) | 3.2% | 2.78% |
| Ethereum (ETH) | 2.2% | 1.87% |
| PepsiCo (PEP) | 1.14% | 1.34% |