Portfolio Diversification
Range
Most Diversified
30 instruments
April 13, 2022
Least Diversified
16 instruments
October 31, 2024
Average
24.2 instruments
Most Consistent Holdings
Top 5
AMZN100%
PFE100%
T100%
F100%
MO100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 Growth ETF (VOOG) | 7.63% | 9.63% | 99.91% | - |
| Altria (MO) | 6.95% | 9.47% | 100% | - |
| Pfizer (PFE) | 6.57% | 8.58% | 100% | - |
 Vanguard Value ETF (VTV) | 6.53% | 0% | 83.7% | 11/27/2024 |
 Annaly (NLY) | 6.45% | 7.17% | 100% | - |
| AT&T (T) | 4.93% | 3.06% | 100% | - |
| Amazon (AMZN) | 4.91% | 2.48% | 100% | - |
 Garmin (GRMN) | 4.38% | 5.14% | 99.83% | - |
 iShares Core Dividend Growth ETF (DGRO) | 4.33% | 0% | 65.78% | 3/12/2024 |
 Apple (AAPL) | 3.9% | 0% | 94.97% | 2/19/2025 |
 Anheuser-Busch (BUD) | 3.54% | 0% | 65.87% | 3/13/2024 |
 Vanguard S&P 500 ETF (VOO) | 3.39% | 11.66% | 32.25% | - |
 Invesco QQQ (QQQ) | 3.17% | 0% | 67.83% | 4/5/2024 |
| Ford (F) | 2.67% | 4.71% | 100% | - |
 Fifth Third (FITB) | 2.35% | 3.76% | 64.68% | - |
 3M (MMM) | 2.28% | 0% | 33.87% | 1/21/2025 |
 Flow Traders (FLOW.NV) | 2.16% | 0% | 75.51% | 7/5/2024 |
 Philip Morris (PM) | 2.12% | 0% | 45.99% | 7/19/2023 |
 AMD (AMD) | 2.06% | 0% | 61.35% | 1/19/2024 |
 Ethereum (ETH) | 1.96% | 0.92% | 100% | - |
 Microsoft (MSFT) | 1.91% | 0% | 44.8% | 7/5/2023 |
 iShares Semiconductor ETF (SOXX) | 1.59% | 0% | 44.37% | 6/30/2023 |
 US Global Jets ETF (JETS) | 1.43% | 0% | 65.87% | 3/13/2024 |
 Visa (V) | 1.32% | 0% | 30.46% | 1/2/2025 |
 ASML (ASML) | 1.23% | 7.09% | 24.49% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 1.05% | 10.18% | 12.2% | - |
 SunPower (SPWRQ) | 1.01% | 0% | 70.9% | 7/18/2024 |
 ProShares UltraPro QQQ (TQQQ) | 0.86% | 0% | 72.7% | 6/12/2024 |
 Shell (SHEL) | 0.76% | 0% | 26.02% | 12/1/2023 |
 Mandiant Inc (MNDT) | 0.75% | 0% | 21.08% | 9/13/2022 |
 PepsiCo (PEP) | 0.75% | 8.67% | 10.58% | - |
 Canadian Solar (CSIQ) | 0.74% | 0% | 40.27% | 7/19/2023 |
 STMicroelectronics (STMMI.MI) | 0.73% | 1.77% | 24.49% | - |
 NXP (NXPI) | 0.71% | 2.36% | 24.49% | - |
 Nio (NIO) | 0.47% | 0% | 83.53% | 10/7/2024 |
 ExxonMobil (XOM) | 0.45% | 0% | 9.56% | 4/9/2024 |
 Rivian (RIVN) | 0.28% | 0% | 59.47% | 12/28/2023 |
 Intel (INTC) | 0.23% | 3.11% | 7.85% | - |
 BioNano (BNGO) | 0.14% | 0% | 59.47% | 12/28/2023 |
 TD (TD) | 0.11% | 0% | 4.27% | 7/5/2024 |
 Cocrystal Pharma (COCP) | 0.09% | 0% | 83.53% | 10/7/2024 |
 Royal Dutch Shell A (ADR) (RDS.A) | 0.06% | 0% | 1.79% | 1/31/2022 |
 GSK (GSK.L) | 0.03% | 0% | 2.05% | 1/12/2024 |
 Kellanova (K) | 0.03% | 0% | 1.79% | 1/8/2024 |
 Solventum (SOLV) | 0.01% | 0% | 0.6% | 4/9/2024 |
 Warner Bros Discovery (WBD) | 0% | 0% | 0.09% | 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% |