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Portfolio Diversification
Range
Most Diversified
44 instruments
December 16, 2025
Least Diversified
0 instruments
April 4, 2026
Average
38.5 instruments
Most Consistent Holdings
Top 5
AAPL99.83%
GOOG99.83%
META99.83%
JPM99.83%
KO99.83%
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 |
|---|---|---|---|---|
 Vistra (VST) | 12.03% | 13.57% | 99.83% | - |
 Alibaba (BABA) | 5.26% | 6.54% | 99.83% | - |
 Nucor (NUE) | 5.22% | 4.39% | 99.83% | - |
 PepsiCo (PEP) | 5.09% | 2.95% | 99.83% | - |
| Meta (META) | 4.95% | 4.48% | 99.83% | - |
| Apple (AAPL) | 4.42% | 3.71% | 99.83% | - |
 Palantir (PLTR) | 4.24% | 0% | 85.15% | 10/28/2025 |
| Coca-Cola (KO) | 3.88% | 2.86% | 99.83% | - |
 Simon (SPG) | 3.79% | 3.24% | 99.83% | - |
 Booking (BKNG) | 3.67% | 2.64% | 99.83% | - |
 AMD (AMD) | 3.66% | 5.43% | 99.83% | - |
| JPMorgan (JPM) | 3.16% | 3% | 99.83% | - |
 Raytheon (RTX) | 2.93% | 2.85% | 99.83% | - |
| Alphabet (GOOG) | 2.63% | 3.34% | 99.83% | - |
 Genuine Parts (GPC) | 2.62% | 1.24% | 99.83% | - |
 BMW (BMW.DE) | 2.44% | 1.38% | 99.75% | - |
 Mercedes-Benz (MBG.DE) | 2.34% | 1.2% | 99.83% | - |
 McDonald's (MCD) | 2.22% | 1.45% | 99.83% | - |
 Tesla (TSLA) | 2.2% | 1.95% | 99.83% | - |
 Boeing (BA) | 2.2% | 1.61% | 99.75% | - |
 Kinder Morgan (KMI) | 2.06% | 1.86% | 99.83% | - |
 Verizon (VZ) | 1.95% | 1.43% | 99.83% | - |
 FNV (FNV) | 1.78% | 1.85% | 99.83% | - |
 Federal Realty (FRT) | 1.72% | 1.16% | 99.83% | - |
 Realty Income (O) | 1.34% | 0.92% | 99.83% | - |
 3M (MMM) | 1.17% | 0.88% | 99.75% | - |
 Pfizer (PFE) | 1.12% | 0.61% | 99.75% | - |
 Warner Bros Discovery (WBD) | 1.02% | 1.78% | 99.83% | - |
 Dominion Energy (D) | 0.91% | 0.65% | 99.83% | - |
 Intel (INTC) | 0.87% | 1.35% | 99.67% | - |
 UnitedHealth (UNH) | 0.87% | 5.86% | 16.35% | - |
 Plug Power (PLUG) | 0.79% | 0.42% | 92.16% | - |
 Adobe (ADBE) | 0.73% | 3.96% | 14.68% | - |
 Walgreens (WBA) | 0.63% | 0% | 80.4% | 9/1/2025 |
 PayPal (PYPL) | 0.46% | 3.29% | 14.68% | - |
 Nio (NIO) | 0.38% | 0.42% | 99.83% | - |
 Trade Desk (TTD) | 0.37% | 1.87% | 14.68% | - |
 MGM (MGM) | 0.21% | 0.64% | 31.94% | - |
 eHealth (EHTH) | 0.17% | 0.03% | 99.83% | - |
 Digital Turbine (APPS) | 0.16% | 0.06% | 99.83% | - |
 MAGNUM ICE CREAM CO BV (MICC.US) | 0.14% | 1.09% | 10.68% | - |
 Uber (UBER) | 0.14% | 1.24% | 10.68% | - |
 Store Capital Corp. (STOR) | 0.1% | 0% | 2.92% | 2/6/2023 |
 Solventum (SOLV) | 0.09% | 0.1% | 62.39% | - |
 Gazprom OAO-ADR (OGZDL.L) | 0.04% | 0.03% | 99.83% | - |
 WBA US merger CVR (WBA US CVR) | 0% | 0% | 0% | - |
 Sberbank Moscow (SBER.MOEX) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vistra (VST) | 2.62% | 13.84% |
| Alibaba (BABA) | 9.55% | 7.24% |
| Adobe (ADBE) | 9.48% | 5.76% |
| UnitedHealth (UNH) | 9.69% | 5.44% |
| Meta (META) | 2.62% | 4.45% |
| PayPal (PYPL) | 7.2% | 3.85% |
| Apple (AAPL) | 2.62% | 3.69% |
| AMD (AMD) | 1.51% | 3.53% |
| Nucor (NUE) | 1.31% | 3.41% |
| Booking (BKNG) | 1.31% | 3.19% |
| Trade Desk (TTD) | 6.39% | 3.13% |
| JPMorgan (JPM) | 1.31% | 3.1% |
| Alphabet (GOOG) | 1.31% | 3.09% |
| Simon (SPG) | 1.31% | 2.96% |
| Raytheon (RTX) | 1.31% | 2.9% |
| PepsiCo (PEP) | 3.93% | 2.72% |
| Coca-Cola (KO) | 2.62% | 2.61% |
| Tesla (TSLA) | 1.31% | 2.34% |
| Warner Bros Discovery (WBD) | 1.76% | 1.9% |
| Kinder Morgan (KMI) | 1.31% | 1.62% |
| BMW (BMW.DE) | 1.31% | 1.59% |
| FNV (FNV) | 1.31% | 1.56% |
| Boeing (BA) | 1.31% | 1.48% |
| McDonald's (MCD) | 1.31% | 1.46% |
| Mercedes-Benz (MBG.DE) | 1.31% | 1.43% |
| Genuine Parts (GPC) | 1.31% | 1.41% |
| Uber (UBER) | 2.15% | 1.35% |
| MAGNUM ICE CREAM CO BV (MICC.US) | 2.2% | 1.3% |
| Verizon (VZ) | 2.62% | 1.23% |
| Federal Realty (FRT) | 1.31% | 1.06% |
| 3M (MMM) | 1.31% | 0.97% |
| Realty Income (O) | 1.31% | 0.81% |
| Intel (INTC) | 1.31% | 0.62% |
| Dominion Energy (D) | 1.31% | 0.61% |
| MGM (MGM) | 0.71% | 0.6% |
| Pfizer (PFE) | 1.31% | 0.56% |
| Nio (NIO) | 1.14% | 0.34% |
| Plug Power (PLUG) | 2.03% | 0.26% |
| Solventum (SOLV) | 0% | 0.12% |
| Digital Turbine (APPS) | 1.44% | 0.08% |
| eHealth (EHTH) | 0.69% | 0.08% |
| Gazprom OAO-ADR (OGZDL.L) | 0.43% | 0.02% |
| WBA US merger CVR (WBA US CVR) | 0% | 0% |
| Sberbank Moscow (SBER.MOEX) | 0% | 0% |
Cash & Instruments Over Time
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