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Portfolio Diversification
Range
Most Diversified
25 instruments
November 24, 2025
Least Diversified
0 instruments
January 1, 2024
Average
4.6 instruments
Most Consistent Holdings
Top 5
PEP22.48%
VTI22.48%
NVDA22.48%
VZ22.48%
VOO22.48%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 2.54% | 12.88% | 22.48% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 2.52% | 14.42% | 22.48% | - |
 AMD (AMD) | 2.38% | 2.96% | 22.48% | - |
 Microsoft (MSFT) | 2% | 7.71% | 22.48% | - |
 Apple (AAPL) | 1.82% | 7.24% | 22.48% | - |
| PepsiCo (PEP) | 1.65% | 9.5% | 22.48% | - |
| Vanguard Total Stock Market ETF (VTI) | 1.38% | 6.73% | 22.48% | - |
 Coca-Cola (KO) | 1.26% | 5.31% | 22.48% | - |
 Invesco QQQ (QQQ) | 1.02% | 4.46% | 22.48% | - |
 Tesla (TSLA) | 0.9% | 7.04% | 22.48% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.73% | 3.59% | 22.48% | - |
| Verizon (VZ) | 0.73% | 2.89% | 22.48% | - |
| Vanguard S&P 500 ETF (VOO) | 0.6% | 3.18% | 22.48% | - |
 eBay (EBAY) | 0.43% | 0% | 15.88% | 4/15/2026 |
 Johnson & Johnson (JNJ) | 0.38% | 1.48% | 22.48% | - |
 PayPal (PYPL) | 0.27% | 1.67% | 16% | - |
 Starbucks (SBUX) | 0.26% | 0% | 16.55% | 4/22/2026 |
 XRP (XRP) | 0.17% | 0.67% | 22.48% | - |
 General Mills (GIS) | 0.15% | 0% | 4.14% | 12/30/2025 |
 Netflix (NFLX) | 0.15% | 2.72% | 6.49% | - |
 McDonald's (MCD) | 0.13% | 0% | 8.84% | 2/10/2026 |
 SPDR Gold (GLD) | 0.12% | 1.94% | 10.29% | - |
 Union Pacific (UNP) | 0.12% | 0% | 8.84% | 2/10/2026 |
 Nike (NKE) | 0.08% | 0.24% | 22.48% | - |
 TSMC (TSM) | 0.08% | 0% | 9.06% | 2/12/2026 |
 Walmart (WMT) | 0.02% | 0.98% | 1.9% | - |
 Direxion Daily Small Cap Bull 3X ETF (TNA) | 0.01% | 0% | 1.12% | 12/3/2025 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0% | 0% | 0.22% | 11/25/2025 |
 ProShares UltraPro Short QQQ (SQQQ) | 0% | 0% | 4.14% | 12/30/2025 |
 Intuit (INTU) | 0% | 0.63% | 0.34% | - |
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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