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Portfolio Diversification
Range
Most Diversified
17 instruments
April 13, 2024
Least Diversified
0 instruments
February 15, 2026
Average
13.4 instruments
Most Consistent Holdings
Top 5
TSLA99.59%
IVV99.59%
META84.2%
NVDA82.72%
BTC79.09%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares Core S&P 500 ETF (IVV) | 33.07% | 0% | 99.59% | 5/9/2026 |
| Bitcoin (BTC) | 13.2% | 0% | 79.09% | 5/9/2026 |
 DividendGrowth | 11.78% | 0% | 75.06% | 5/9/2026 |
| NVIDIA (NVDA) | 10.94% | 0% | 82.72% | 5/9/2026 |
| Tesla (TSLA) | 9.91% | 0% | 99.59% | 5/9/2026 |
| Meta (META) | 5.49% | 0% | 84.2% | 5/9/2026 |
 AMD (AMD) | 2.93% | 0% | 63.87% | 5/9/2026 |
 Alphabet (GOOG) | 2.43% | 0% | 66.01% | 5/9/2026 |
 Nio (NIO) | 2.25% | 0% | 49.55% | 9/3/2024 |
 Vaxart (VXRT) | 1.59% | 0% | 49.55% | 9/3/2024 |
 Norwegian (NAS.OL) | 1.09% | 0% | 49.47% | 9/2/2024 |
 BioNano (BNGO) | 0.9% | 0% | 49.55% | 9/3/2024 |
 Gevo (GEVO) | 0.72% | 0% | 49.55% | 9/3/2024 |
 Microsoft (MSFT) | 0.66% | 0% | 61.81% | 5/9/2026 |
 Ocugen (OCGN) | 0.23% | 0% | 49.55% | 9/3/2024 |
 Sunworks (SUNWQ) | 0.16% | 0% | 35.8% | 4/17/2024 |
 NextEra (NEE) | 0.11% | 0% | 29.22% | 5/9/2026 |
 Pfizer (PFE) | 0.1% | 0% | 29.22% | 5/9/2026 |
 Coca-Cola (KO) | 0.09% | 0% | 29.22% | 5/9/2026 |
 Procter & Gamble (PG) | 0.09% | 0% | 29.22% | 5/9/2026 |
 Johnson & Johnson (JNJ) | 0.09% | 0% | 29.22% | 5/9/2026 |
 PepsiCo (PEP) | 0.08% | 0% | 29.22% | 5/9/2026 |
 Realty Income (O) | 0.07% | 0% | 29.22% | 5/9/2026 |
 McDonald's (MCD) | 0.07% | 0% | 29.22% | 5/9/2026 |
 Jaguar Health (JAGX) | 0% | 0% | 14.24% | 8/3/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core S&P 500 ETF (IVV) | 37.66% | 34.14% |
| NVIDIA (NVDA) | 9.58% | 16.62% |
| Tesla (TSLA) | 11.49% | 13.96% |
| DividendGrowth | 16.58% | 11.65% |
| AMD (AMD) | 5.79% | 6.76% |
| Meta (META) | 6.51% | 6.65% |
| Alphabet (GOOG) | 2.73% | 4.03% |
| Bitcoin (BTC) | 4.19% | 2.27% |
| Microsoft (MSFT) | 1.84% | 1.39% |
| NextEra (NEE) | 0.49% | 0.37% |
| Pfizer (PFE) | 0.49% | 0.35% |
| Coca-Cola (KO) | 0.49% | 0.33% |
| Johnson & Johnson (JNJ) | 0.37% | 0.32% |
| Procter & Gamble (PG) | 0.49% | 0.29% |
| PepsiCo (PEP) | 0.37% | 0.26% |
| Realty Income (O) | 0.37% | 0.25% |
| McDonald's (MCD) | 0.37% | 0.24% |
Cash & Instruments Over Time
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