Portfolio Diversification
Range
Most Diversified
30 instruments
April 13, 2022
Least Diversified
13 instruments
July 8, 2025
Average
23 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) | 7.35% | 1.74% | 99.41% | - |
 Altria (MO) | 6.77% | 0% | 94.77% | 8/11/2025 |
| Pfizer (PFE) | 6.74% | 5.78% | 100% | - |
| Annaly (NLY) | 6.46% | 5.96% | 100% | - |
 Vanguard Value ETF (VTV) | 5.64% | 0% | 72.29% | 11/27/2024 |
| Amazon (AMZN) | 4.74% | 6.08% | 100% | - |
| Garmin (GRMN) | 4.52% | 5.48% | 99.85% | - |
 AT&T (T) | 4.37% | 0% | 90.2% | 6/10/2025 |
 Vanguard S&P 500 ETF (VOO) | 3.84% | 4.77% | 40.97% | - |
 iShares Core Dividend Growth ETF (DGRO) | 3.74% | 0% | 56.82% | 3/12/2024 |
 Apple (AAPL) | 3.37% | 0% | 82.02% | 2/19/2025 |
 Anheuser-Busch (BUD) | 3.06% | 0% | 56.89% | 3/13/2024 |
| Ford (F) | 2.97% | 2.09% | 100% | - |
 Invesco QQQ (QQQ) | 2.74% | 0% | 58.59% | 4/5/2024 |
 Fifth Third (FITB) | 2.38% | 0% | 65.81% | 9/4/2025 |
 Vanguard S&P 500 Value ETF (VOOV) | 2.25% | 7.53% | 24.17% | - |
 3M (MMM) | 1.97% | 0% | 29.26% | 1/21/2025 |
 ASML (ASML) | 1.96% | 0% | 32.94% | 9/26/2025 |
 Flow Traders (FLOW.NV) | 1.86% | 0% | 65.22% | 7/5/2024 |
 Philip Morris (PM) | 1.83% | 0% | 39.72% | 7/19/2023 |
 Ethereum (ETH) | 1.82% | 0% | 94.84% | 8/12/2025 |
 AMD (AMD) | 1.78% | 0% | 52.98% | 1/19/2024 |
 Microsoft (MSFT) | 1.65% | 0% | 38.69% | 7/5/2023 |
 PepsiCo (PEP) | 1.62% | 6.95% | 22.77% | - |
 iShares Semiconductor ETF (SOXX) | 1.37% | 0% | 38.32% | 6/30/2023 |
 US Global Jets ETF (JETS) | 1.23% | 0% | 56.89% | 3/13/2024 |
 Visa (V) | 1.14% | 0% | 26.31% | 1/2/2025 |
 NXP (NXPI) | 0.93% | 1.97% | 34.78% | - |
 STMicroelectronics (STMMI.MI) | 0.9% | 1.96% | 34.78% | - |
 SunPower (SPWRQ) | 0.87% | 0% | 61.24% | 7/18/2024 |
 ProShares UltraPro QQQ (TQQQ) | 0.75% | 0% | 63.23% | 6/24/2025 |
 Intel (INTC) | 0.72% | 0% | 20.34% | 10/20/2025 |
 Shell (SHEL) | 0.66% | 0% | 22.48% | 12/1/2023 |
 Mandiant Inc (MNDT) | 0.65% | 0% | 18.2% | 9/13/2022 |
 Canadian Solar (CSIQ) | 0.64% | 0% | 34.78% | 7/19/2023 |
 Nio (NIO) | 0.4% | 0% | 72.14% | 10/7/2024 |
 ExxonMobil (XOM) | 0.39% | 0% | 8.25% | 4/9/2024 |
 Rivian (RIVN) | 0.24% | 0% | 51.36% | 12/28/2023 |
 Figma Inc (FIG) | 0.14% | 3.9% | 5.16% | - |
 BioNano (BNGO) | 0.13% | 0% | 51.36% | 12/28/2023 |
 ASML (ASML.NV) | 0.12% | 6.82% | 1.84% | - |
 TD (TD) | 0.1% | 0% | 3.68% | 7/5/2024 |
 ASM (ASM.NV) | 0.08% | 4.61% | 1.84% | - |
 Cocrystal Pharma (COCP) | 0.08% | 0% | 72.14% | 10/7/2024 |
 Royal Dutch Shell A (ADR) (RDS.A) | 0.05% | 0% | 1.55% | 1/31/2022 |
 GSK (GSK.L) | 0.03% | 0% | 1.77% | 1/12/2024 |
 Proshares Ultra S&P 500 (SSO) | 0.03% | 0% | 0.88% | 6/30/2025 |
 Kellanova (K) | 0.03% | 0% | 1.55% | 1/8/2024 |
 Solventum (SOLV) | 0.01% | 0% | 0.52% | 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% |