Portfolio Diversification
Range
Most Diversified
30 instruments
April 13, 2022
Least Diversified
13 instruments
July 8, 2025
Average
23.3 instruments
Most Consistent Holdings
Top 5
AMZN100%
PFE100%
F100%
NLY100%
GRMN99.85%
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) | 7.5% | 2.23% | 99.39% | - |
 Altria (MO) | 7.01% | 0% | 98.02% | 8/11/2025 |
| Pfizer (PFE) | 6.74% | 7.3% | 100% | - |
| Annaly (NLY) | 6.5% | 5.38% | 100% | - |
 Vanguard Value ETF (VTV) | 5.83% | 0% | 74.77% | 11/27/2024 |
| Amazon (AMZN) | 4.73% | 4.35% | 100% | - |
 AT&T (T) | 4.52% | 0% | 93.29% | 6/10/2025 |
| Garmin (GRMN) | 4.47% | 5.33% | 99.85% | - |
 iShares Core Dividend Growth ETF (DGRO) | 3.87% | 0% | 58.77% | 3/12/2024 |
 Vanguard S&P 500 ETF (VOO) | 3.82% | 3.58% | 38.95% | - |
 Apple (AAPL) | 3.48% | 0% | 84.83% | 2/19/2025 |
 Anheuser-Busch (BUD) | 3.16% | 0% | 58.84% | 3/13/2024 |
| Ford (F) | 2.94% | 5.31% | 100% | - |
 Invesco QQQ (QQQ) | 2.84% | 0% | 60.59% | 4/5/2024 |
 Fifth Third (FITB) | 2.46% | 0% | 68.06% | 9/4/2025 |
 3M (MMM) | 2.03% | 0% | 30.26% | 1/21/2025 |
 Vanguard S&P 500 Value ETF (VOOV) | 2.02% | 10.79% | 21.57% | - |
 Flow Traders (FLOW.NV) | 1.93% | 0% | 67.45% | 7/5/2024 |
 ASML (ASML) | 1.91% | 8.67% | 32.55% | - |
 Philip Morris (PM) | 1.9% | 0% | 41.08% | 7/19/2023 |
 Ethereum (ETH) | 1.88% | 0% | 98.09% | 8/12/2025 |
 AMD (AMD) | 1.84% | 0% | 54.8% | 1/19/2024 |
 Microsoft (MSFT) | 1.71% | 0% | 40.02% | 7/5/2023 |
 PepsiCo (PEP) | 1.45% | 6.97% | 20.12% | - |
 iShares Semiconductor ETF (SOXX) | 1.42% | 0% | 39.63% | 6/30/2023 |
 US Global Jets ETF (JETS) | 1.28% | 0% | 58.84% | 3/13/2024 |
 Visa (V) | 1.18% | 0% | 27.21% | 1/2/2025 |
 SunPower (SPWRQ) | 0.9% | 0% | 63.34% | 7/18/2024 |
 NXP (NXPI) | 0.89% | 2.14% | 32.55% | - |
 STMicroelectronics (STMMI.MI) | 0.87% | 1.78% | 32.55% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.78% | 0% | 65.4% | 6/24/2025 |
 Shell (SHEL) | 0.68% | 0% | 23.25% | 12/1/2023 |
 Mandiant Inc (MNDT) | 0.67% | 0% | 18.83% | 9/13/2022 |
 Canadian Solar (CSIQ) | 0.66% | 0% | 35.98% | 7/19/2023 |
 Intel (INTC) | 0.59% | 3.16% | 17.68% | - |
 Nio (NIO) | 0.42% | 0% | 74.62% | 10/7/2024 |
 ExxonMobil (XOM) | 0.4% | 0% | 8.54% | 4/9/2024 |
 Rivian (RIVN) | 0.25% | 0% | 53.13% | 12/28/2023 |
 BioNano (BNGO) | 0.13% | 0% | 53.13% | 12/28/2023 |
 TD (TD) | 0.1% | 0% | 3.81% | 7/5/2024 |
 Cocrystal Pharma (COCP) | 0.08% | 0% | 74.62% | 10/7/2024 |
 Royal Dutch Shell A (ADR) (RDS.A) | 0.05% | 0% | 1.6% | 1/31/2022 |
 Figma Inc (FIG) | 0.05% | 2.04% | 1.91% | - |
 GSK (GSK.L) | 0.03% | 0% | 1.83% | 1/12/2024 |
 Proshares Ultra S&P 500 (SSO) | 0.03% | 0% | 0.91% | 6/30/2025 |
 Kellanova (K) | 0.03% | 0% | 1.6% | 1/8/2024 |
 Solventum (SOLV) | 0.01% | 0% | 0.53% | 4/9/2024 |
 Warner Bros Discovery (WBD) | 0% | 0% | 0.08% | 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% |