Portfolio Diversification
Range
Most Diversified
37 instruments
July 19, 2024
Least Diversified
0 instruments
February 2, 2025
Average
27.2 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
GOOG99.87%
AMZN99.87%
JPM99.87%
SPY99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 13, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Meta (META) | 11.36% | 0% | 97.31% | 2/1/2025 |
| SPDR S&P 500 ETF (SPY) | 6.37% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 6.3% | 0% | 99.87% | 2/1/2025 |
| Alphabet (GOOG) | 5.3% | 0% | 99.87% | 2/1/2025 |
 Microsoft (MSFT) | 5.26% | 0% | 97.98% | 2/1/2025 |
 Disney (DIS) | 4.83% | 0% | 97.31% | 2/1/2025 |
| JPMorgan (JPM) | 3.81% | 0% | 99.87% | 2/1/2025 |
 MicroSectors US Big Oil Index 3X Leveraged ETN (NRGU) | 3.46% | 0% | 57.07% | 7/29/2024 |
 ExxonMobil (XOM) | 3.29% | 0% | 82.23% | 2/1/2025 |
 CVS Health (CVS) | 3.21% | 0% | 97.31% | 2/1/2025 |
 Tesla (TSLA) | 3.02% | 0% | 54.78% | 2/1/2025 |
 Coca-Cola (KO) | 3% | 0% | 97.31% | 2/1/2025 |
 AT&T (T) | 2.83% | 0% | 82.23% | 2/1/2025 |
 3M (MMM) | 2.78% | 0% | 82.23% | 2/1/2025 |
| Apple (AAPL) | 2.58% | 0% | 99.87% | 2/1/2025 |
 Energy Select Sector SPDR (XLE) | 2.43% | 0% | 76.85% | 2/1/2025 |
 GE (GE) | 2.41% | 0% | 97.17% | 2/1/2025 |
 Pfizer (PFE) | 2.34% | 0% | 97.31% | 2/1/2025 |
 Toyota (TM) | 2.28% | 0% | 97.17% | 2/1/2025 |
 Delta (DAL) | 2.22% | 0% | 61.37% | 2/1/2025 |
 BioMarin (BMRN) | 2.19% | 0% | 77.12% | 2/1/2025 |
 BAT (BATS.L) | 2.16% | 0% | 77.12% | 2/1/2025 |
 Johnson Controls (JCI) | 1.84% | 0% | 61.37% | 2/1/2025 |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 1.83% | 0% | 76.85% | 2/1/2025 |
 Citi (C) | 1.78% | 0% | 61.37% | 2/1/2025 |
 Financial Select Sector SPDR (XLF) | 1.47% | 0% | 79.81% | 2/1/2025 |
 Nio (NIO) | 1.34% | 0% | 97.98% | 2/1/2025 |
 PepsiCo (PEP) | 1.04% | 0% | 76.58% | 2/1/2025 |
 Boeing (BA) | 1.02% | 0% | 43.61% | 2/1/2025 |
 NVIDIA (NVDA) | 0.76% | 0% | 26.78% | 2/1/2025 |
 Starbucks (SBUX) | 0.69% | 0% | 26.78% | 2/1/2025 |
 McDonald's (MCD) | 0.62% | 0% | 26.78% | 2/1/2025 |
 SolarEdge (SEDG) | 0.56% | 0% | 19.25% | 1/3/2024 |
 Las Vegas Sands (LVS) | 0.54% | 0% | 26.65% | 2/1/2025 |
 Caterpillar (CAT) | 0.51% | 0% | 26.78% | 2/1/2025 |
 Cisco (CSCO) | 0.44% | 0% | 23.15% | 2/1/2025 |
 Nike (NKE) | 0.41% | 0% | 35.8% | 2/1/2025 |
 GE Vernova (GEV) | 0.34% | 0% | 40.78% | 2/1/2025 |
 Solventum (SOLV) | 0.15% | 0% | 40.92% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 4.85% | 10.85% |
| Tesla (TSLA) | 5.34% | 7.6% |
| Disney (DIS) | 5.75% | 4.67% |
| Amazon (AMZN) | 2.77% | 4.59% |
| Alphabet (GOOG) | 3.47% | 4.38% |
| Microsoft (MSFT) | 4.51% | 4.34% |
| SPDR S&P 500 ETF (SPY) | 3.47% | 3.68% |
| Delta (DAL) | 2.61% | 3.61% |
| Apple (AAPL) | 3.12% | 3.27% |
| AT&T (T) | 2.77% | 2.92% |
| NVIDIA (NVDA) | 3.47% | 2.82% |
| Johnson Controls (JCI) | 2.43% | 2.77% |
| Citi (C) | 2.08% | 2.66% |
| 3M (MMM) | 2.77% | 2.64% |
| JPMorgan (JPM) | 2.08% | 2.56% |
| ExxonMobil (XOM) | 3.47% | 2.53% |
| Starbucks (SBUX) | 2.77% | 2.41% |
| McDonald's (MCD) | 2.77% | 2.22% |
| BAT (BATS.L) | 2.77% | 2.17% |
| Las Vegas Sands (LVS) | 2.37% | 2.12% |
| Energy Select Sector SPDR (XLE) | 2.77% | 2.11% |
| GE (GE) | 1.73% | 2.11% |
| Boeing (BA) | 3.03% | 2.1% |
| Cisco (CSCO) | 2.08% | 1.96% |
| Caterpillar (CAT) | 2.43% | 1.76% |
| BioMarin (BMRN) | 2.77% | 1.53% |
| SPDR S&P Oil & Gas Exploration & Prod (XOP) | 2.08% | 1.53% |
| Coca-Cola (KO) | 2.08% | 1.53% |
| Financial Select Sector SPDR (XLF) | 1.46% | 1.52% |
| Pfizer (PFE) | 2.77% | 1.33% |
| Toyota (TM) | 1.39% | 1.32% |
| GE Vernova (GEV) | 0% | 1.04% |
| CVS Health (CVS) | 2.77% | 1.03% |
| Nike (NKE) | 1.61% | 0.95% |
| PepsiCo (PEP) | 1.42% | 0.84% |
| Nio (NIO) | 1.39% | 0.36% |
| Solventum (SOLV) | 0% | 0.34% |