Portfolio Diversification
Range
Most Diversified
12 instruments
January 1, 2022
Least Diversified
4 instruments
August 20, 2025
Average
9.8 instruments
Most Consistent Holdings
Top 5
SPY100%
GEVO100%
MSFT97.81%
DIS97.81%
AAPL91.61%
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 |
|---|---|---|---|---|
| Gevo (GEVO) | 26.1% | 57.15% | 100% | - |
| SPDR S&P 500 ETF (SPY) | 18.95% | 15.63% | 100% | - |
 Invesco QQQ (QQQ) | 8.69% | 12.01% | 57.22% | - |
| Disney (DIS) | 8.51% | 0% | 97.81% | 8/19/2025 |
| Microsoft (MSFT) | 7.78% | 0% | 97.81% | 8/19/2025 |
 NVIDIA (NVDA) | 7.73% | 0% | 74.6% | 10/16/2024 |
 Alphabet (GOOG) | 4.88% | 5.3% | 71.2% | - |
| Apple (AAPL) | 4.23% | 0% | 91.61% | 5/29/2025 |
 Nio (NIO) | 3% | 0% | 43.16% | 8/20/2023 |
 Enphase (ENPH) | 2.17% | 0% | 24.19% | 12/6/2022 |
 Canadian Solar (CSIQ) | 2.07% | 0% | 27.29% | 1/19/2023 |
 ETFMG Alternative Harvest ETF (MJ) | 0.75% | 0% | 74% | 10/7/2024 |
 SunPower (SPWRQ) | 0.7% | 0% | 58.5% | 3/15/2024 |
 Blink Charging (BLNK) | 0.5% | 0% | 58.5% | 3/15/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Gevo (GEVO) | 48.47% | 51.61% |
| SPDR S&P 500 ETF (SPY) | 14.9% | 14.75% |
| Invesco QQQ (QQQ) | 11.17% | 11.03% |
| Microsoft (MSFT) | 5.21% | 5.48% |
| Alphabet (GOOG) | 4.47% | 5.22% |
| Disney (DIS) | 7.45% | 4.37% |
| Apple (AAPL) | 3.72% | 4.12% |