Portfolio Diversification
Range
Most Diversified
37 instruments
July 19, 2024
Least Diversified
0 instruments
February 2, 2025
Average
28.1 instruments
Most Consistent Holdings
Top 5
AAPL99.88%
GOOG99.88%
AMZN99.88%
JPM99.88%
SPY99.88%
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) | 11.4% | 10.58% | 97.56% | - |
| Amazon (AMZN) | 6.12% | 4.12% | 99.88% | - |
| SPDR S&P 500 ETF (SPY) | 6.12% | 3.77% | 99.88% | - |
| Alphabet (GOOG) | 5.18% | 4.02% | 99.88% | - |
 Microsoft (MSFT) | 5.15% | 4.31% | 98.17% | - |
 Disney (DIS) | 4.79% | 4.05% | 97.56% | - |
| JPMorgan (JPM) | 3.71% | 2.82% | 99.88% | - |
 Tesla (TSLA) | 3.25% | 5.17% | 58.97% | - |
 ExxonMobil (XOM) | 3.23% | 2.86% | 83.88% | - |
 MicroSectors US Big Oil Index 3X Leveraged ETN (NRGU) | 3.14% | 0% | 51.77% | 7/29/2024 |
 CVS Health (CVS) | 3.06% | 1.75% | 97.56% | - |
 AT&T (T) | 2.89% | 3.97% | 83.88% | - |
 Coca-Cola (KO) | 2.88% | 2.04% | 97.56% | - |
 3M (MMM) | 2.8% | 3.03% | 83.88% | - |
| Apple (AAPL) | 2.62% | 2.93% | 99.88% | - |
 GE (GE) | 2.43% | 2.62% | 97.44% | - |
 Energy Select Sector SPDR (XLE) | 2.41% | 2.28% | 79% | - |
 Delta (DAL) | 2.31% | 2.78% | 64.96% | - |
 Pfizer (PFE) | 2.24% | 1.26% | 97.56% | - |
 BAT (BATS.L) | 2.19% | 2.73% | 79.24% | - |
 Toyota (TM) | 2.18% | 1.36% | 97.44% | - |
 BioMarin (BMRN) | 2.14% | 1.57% | 79.24% | - |
 Johnson Controls (JCI) | 1.95% | 3.07% | 64.96% | - |
 Citi (C) | 1.87% | 2.72% | 64.96% | - |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 1.8% | 1.48% | 79% | - |
 Financial Select Sector SPDR (XLF) | 1.49% | 1.67% | 81.68% | - |
 Nio (NIO) | 1.24% | 0.33% | 98.17% | - |
 Boeing (BA) | 1.11% | 2.18% | 48.84% | - |
 PepsiCo (PEP) | 1.02% | 0.9% | 78.75% | - |
 NVIDIA (NVDA) | 0.93% | 2.42% | 33.58% | - |
 Starbucks (SBUX) | 0.88% | 2.45% | 33.58% | - |
 McDonald's (MCD) | 0.79% | 2.71% | 33.58% | - |
 Las Vegas Sands (LVS) | 0.65% | 1.54% | 33.46% | - |
 Caterpillar (CAT) | 0.61% | 1.62% | 33.58% | - |
 Cisco (CSCO) | 0.59% | 2.1% | 30.28% | - |
 SolarEdge (SEDG) | 0.51% | 0% | 17.46% | 1/3/2024 |
 Nike (NKE) | 0.45% | 0.8% | 41.76% | - |
 GE Vernova (GEV) | 0.4% | 1.16% | 46.28% | - |
 Solventum (SOLV) | 0.17% | 0.39% | 46.4% | - |
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% |