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Portfolio Diversification
Range
Most Diversified
30 instruments
April 13, 2022
Least Diversified
0 instruments
November 12, 2025
Average
22.1 instruments
Most Consistent Holdings
Top 5
AMZN99.62%
PFE99.62%
F99.62%
NLY99.62%
GRMN99.5%
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) | 7.26% | 8.84% | 99.12% | - |
| Pfizer (PFE) | 6.61% | 5.01% | 99.62% | - |
 Altria (MO) | 6.34% | 6.82% | 92.05% | - |
| Annaly (NLY) | 6.24% | 4.37% | 99.62% | - |
| Amazon (AMZN) | 5.02% | 6.37% | 99.62% | - |
| Garmin (GRMN) | 4.83% | 7.76% | 99.5% | - |
 Vanguard Value ETF (VTV) | 4.83% | 0% | 61.89% | 11/27/2024 |
 Vanguard S&P 500 ETF (VOO) | 4.73% | 9.77% | 49.09% | - |
 AT&T (T.US) | 3.74% | 0% | 77.22% | 6/10/2025 |
| Ford (F) | 3.47% | 7.98% | 99.62% | - |
 iShares Core Dividend Growth ETF (DGRO) | 3.2% | 0% | 48.64% | 3/12/2024 |
 ASML (ASML) | 2.98% | 10.74% | 41.83% | - |
 Apple (AAPL) | 2.88% | 0% | 70.22% | 2/19/2025 |
 Vanguard S&P 500 Value ETF (VOOV) | 2.72% | 6.24% | 34.7% | - |
 Anheuser-Busch (BUD) | 2.62% | 0% | 48.71% | 3/13/2024 |
 Invesco QQQ (QQQ) | 2.35% | 0% | 50.16% | 4/5/2024 |
 PepsiCo (PEP) | 2.25% | 5.4% | 33.5% | - |
 Fifth Third (FITB) | 2.04% | 0% | 56.34% | 9/4/2025 |
 3M (MMM) | 1.68% | 0% | 25.05% | 1/21/2025 |
 Flow Traders (FLOW.NV) | 1.6% | 0% | 55.84% | 7/5/2024 |
 Philip Morris (PM) | 1.57% | 0% | 34.01% | 7/19/2023 |
 Ethereum (ETH) | 1.56% | 0% | 81.2% | 8/12/2025 |
 AMD (AMD) | 1.52% | 0% | 45.36% | 1/19/2024 |
 Microsoft (MSFT) | 1.41% | 0% | 33.12% | 7/5/2023 |
 iShares Semiconductor ETF (SOXX) | 1.18% | 0% | 32.81% | 6/30/2023 |
 NXP (NXPI) | 1.09% | 2.75% | 43.79% | - |
 US Global Jets ETF (JETS) | 1.06% | 0% | 48.71% | 3/13/2024 |
 STMicroelectronics (STMMI.MI) | 1.01% | 0% | 41.51% | 4/30/2026 |
 Visa (V) | 0.97% | 0% | 22.52% | 1/2/2025 |
 Novo-Nordisk (NVO) | 0.82% | 6.05% | 13.06% | - |
 SunPower (SPWRQ) | 0.75% | 0% | 52.43% | 7/18/2024 |
 Intel (INTC) | 0.65% | 0% | 19.12% | 6/5/2026 |
 ProShares UltraPro QQQ (TQQQ) | 0.64% | 0% | 54.13% | 6/24/2025 |
 Shell (SHEL) | 0.56% | 0% | 19.24% | 12/1/2023 |
 Mandiant Inc (MNDT) | 0.56% | 0% | 15.58% | 9/13/2022 |
 Canadian Solar (CSIQ) | 0.55% | 0% | 29.78% | 7/19/2023 |
 Figma Inc (FIG) | 0.42% | 1.57% | 18.42% | - |
 Nio (NIO) | 0.35% | 0% | 61.77% | 10/7/2024 |
 ExxonMobil (XOM) | 0.33% | 0% | 7.07% | 4/9/2024 |
 TotalEnergies (TTE.PA) | 0.33% | 3.06% | 9.15% | - |
 Realty Income (O) | 0.26% | 3.08% | 9.15% | - |
 Marathon Petroleum (MPC) | 0.23% | 0% | 5.87% | 4/9/2026 |
 Rivian (RIVN) | 0.2% | 0% | 43.97% | 12/28/2023 |
 ASML (ASML.NV) | 0.13% | 0% | 1.96% | 10/27/2025 |
 BioNano (BNGO) | 0.11% | 0% | 43.97% | 12/28/2023 |
 ASM (ASM.NV) | 0.09% | 0% | 1.96% | 10/27/2025 |
 TD (TD) | 0.09% | 0% | 3.15% | 7/5/2024 |
 ChollerAI-QUUPAK | 0.07% | 2.07% | 3.41% | - |
 Cocrystal Pharma (COCP) | 0.07% | 0% | 61.77% | 10/7/2024 |
 Royal Dutch Shell A (ADR) (RDS.A) | 0.04% | 0% | 1.32% | 1/31/2022 |
 GSK (GSK.L) | 0.02% | 0% | 1.51% | 1/12/2024 |
 Proshares Ultra S&P 500 (SSO) | 0.02% | 0% | 0.76% | 6/30/2025 |
 Kellanova (K) | 0.02% | 0% | 1.32% | 1/8/2024 |
 Solventum (SOLV) | 0.01% | 0% | 0.44% | 4/9/2024 |
 Warner Bros Discovery (WBD) | 0% | 0% | 0.06% | 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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