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Portfolio Diversification
Range
Most Diversified
25 instruments
November 24, 2025
Least Diversified
0 instruments
January 1, 2024
Average
2.8 instruments
Most Consistent Holdings
Top 5
PEP13.21%
VTI13.21%
NVDA13.21%
VZ13.21%
VOO13.21%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 AMD (AMD) | 1.65% | 10.86% | 13.21% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.35% | 10.73% | 13.21% | - |
| NVIDIA (NVDA) | 1.34% | 12.37% | 13.21% | - |
 Microsoft (MSFT) | 1.27% | 8.42% | 13.21% | - |
 Apple (AAPL) | 1.12% | 8.4% | 13.21% | - |
| PepsiCo (PEP) | 0.95% | 7.29% | 13.21% | - |
| Vanguard Total Stock Market ETF (VTI) | 0.85% | 6.18% | 13.21% | - |
 Coca-Cola (KO) | 0.74% | 6.17% | 13.21% | - |
 Invesco QQQ (QQQ) | 0.61% | 4.61% | 13.21% | - |
| Verizon (VZ) | 0.44% | 3.82% | 13.21% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.39% | 3.49% | 13.21% | - |
 Tesla (TSLA) | 0.38% | 3.97% | 13.21% | - |
 eBay (EBAY) | 0.36% | 2.79% | 13.21% | - |
| Vanguard S&P 500 ETF (VOO) | 0.31% | 2.4% | 13.21% | - |
 Johnson & Johnson (JNJ) | 0.23% | 1.85% | 13.21% | - |
 Starbucks (SBUX) | 0.21% | 1.67% | 13.21% | - |
 General Mills (GIS) | 0.17% | 0% | 4.65% | 12/30/2025 |
 McDonald's (MCD) | 0.15% | 0% | 9.94% | 2/10/2026 |
 Union Pacific (UNP) | 0.13% | 0% | 9.94% | 2/10/2026 |
 XRP (XRP) | 0.1% | 0.56% | 13.21% | - |
 TSMC (TSM) | 0.09% | 0% | 10.19% | 2/12/2026 |
 PayPal (PYPL) | 0.06% | 1.55% | 5.91% | - |
 Nike (NKE) | 0.06% | 0.38% | 13.21% | - |
 Direxion Daily Small Cap Bull 3X Shares (TNA) | 0.01% | 0% | 1.26% | 12/3/2025 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0% | 0% | 0.25% | 11/25/2025 |
 ProShares UltraPro Short QQQ (SQQQ) | 0% | 0% | 4.65% | 12/30/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AMD (AMD) | 10.01% | 12.76% |
| Microsoft (MSFT) | 9.47% | 10.64% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 11.17% | 10.01% |
| NVIDIA (NVDA) | 9.26% | 9.72% |
| Apple (AAPL) | 6.76% | 8.22% |
| PepsiCo (PEP) | 8.69% | 7.01% |
| Vanguard Total Stock Market ETF (VTI) | 7.13% | 6.68% |
| Coca-Cola (KO) | 5.06% | 4.89% |
| Invesco QQQ (QQQ) | 4.4% | 4.71% |
| Verizon (VZ) | 3.87% | 3.26% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 3.4% | 3.03% |
| eBay (EBAY) | 3.31% | 2.8% |
| Tesla (TSLA) | 1.89% | 2.21% |
| Vanguard S&P 500 ETF (VOO) | 2.08% | 2.19% |
| Johnson & Johnson (JNJ) | 1.44% | 1.7% |
| Starbucks (SBUX) | 1.81% | 1.52% |
| McDonald's (MCD) | 1.56% | 1.5% |
| Union Pacific (UNP) | 1.61% | 1.32% |
| TSMC (TSM) | 0.94% | 0.84% |
| XRP (XRP) | 1.23% | 0.81% |
| Nike (NKE) | 0.66% | 0.46% |
Cash & Instruments Over Time
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