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Portfolio Diversification
Range
Most Diversified
25 instruments
November 24, 2025
Least Diversified
0 instruments
January 1, 2024
Average
6.3 instruments
Most Consistent Holdings
Top 5
PEP30.37%
VTI30.37%
NVDA30.37%
VZ30.37%
VOO30.37%
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 |
|---|---|---|---|---|
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 3.74% | 12.96% | 30.37% | - |
| NVIDIA (NVDA) | 3.67% | 13.75% | 30.37% | - |
 Microsoft (MSFT) | 2.72% | 9.66% | 30.37% | - |
 AMD (AMD) | 2.42% | 3.12% | 30.37% | - |
| PepsiCo (PEP) | 2.4% | 7.75% | 30.37% | - |
 Apple (AAPL) | 2.39% | 7.27% | 30.37% | - |
| Vanguard Morningstar Total Stock Market ETF (VTI) | 1.91% | 6.11% | 30.37% | - |
 Coca-Cola (KO) | 1.66% | 4.95% | 30.37% | - |
 Tesla (TSLA) | 1.45% | 6.28% | 30.37% | - |
 Invesco QQQ (QQQ) | 1.36% | 4.62% | 30.37% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 1.02% | 3.35% | 30.37% | - |
| Verizon (VZ) | 0.93% | 2.45% | 30.37% | - |
| Vanguard S&P 500 ETF (VOO) | 0.85% | 2.9% | 30.37% | - |
 PayPal (PYPL) | 0.49% | 2.26% | 24.58% | - |
 eBay (EBAY) | 0.38% | 0% | 14.19% | 4/15/2026 |
 Netflix (NFLX) | 0.38% | 2.12% | 16.08% | - |
 Johnson & Johnson (JNJ) | 0.35% | 0% | 20.88% | 6/24/2026 |
 SPDR Gold (GLD) | 0.34% | 2.78% | 19.48% | - |
 XRP (XRP) | 0.33% | 2.69% | 30.37% | - |
 Starbucks (SBUX) | 0.23% | 0% | 14.79% | 4/22/2026 |
 General Mills (GIS) | 0.13% | 0% | 3.7% | 12/30/2025 |
 McDonald's (MCD) | 0.12% | 0% | 7.89% | 2/10/2026 |
 Union Pacific (UNP) | 0.1% | 0% | 7.89% | 2/10/2026 |
 Nike (NKE) | 0.09% | 0.17% | 30.37% | - |
 Space Exploration Technologies Corp (SPCX) | 0.08% | 1.38% | 10.59% | - |
 Intuit (INTU) | 0.08% | 0.77% | 10.59% | - |
 TSMC (TSM) | 0.07% | 0% | 8.09% | 2/12/2026 |
 Direxion Daily Small Cap Bull 3X ETF (TNA) | 0.03% | 0.97% | 3% | - |
 Walmart (WMT) | 0.02% | 0% | 2.5% | 6/24/2026 |
 Schwab US Dividend Equity ETF (SCHD) | 0.01% | 0.8% | 2.1% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0% | 0% | 0.2% | 11/25/2025 |
 ProShares UltraPro Short QQQ (SQQQ) | 0% | 0% | 3.7% | 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 Morningstar 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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