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Portfolio Diversification
Range
Most Diversified
11 instruments
May 19, 2026
Least Diversified
0 instruments
April 4, 2026
Average
5.6 instruments
Most Consistent Holdings
Top 5
VOO78.56%
AAPL67.67%
MSFT67.67%
MCD67.67%
AMZN59.43%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 21, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 36.36% | 32.64% | 78.56% | - |
 SPX500 Index (Non Expiry) (SPX500) | 21.69% | 0% | 26.93% | 2/2/2024 |
| Apple (AAPL) | 9.38% | 12.49% | 67.67% | - |
| McDonald's (MCD) | 7.53% | 7.08% | 67.67% | - |
| Amazon (AMZN) | 7.25% | 15.5% | 59.43% | - |
| Microsoft (MSFT) | 6.21% | 5.83% | 67.67% | - |
 NVIDIA (NVDA) | 5.05% | 8.36% | 59.43% | - |
 Palantir (PLTR) | 1.9% | 3.44% | 41.51% | - |
 Datadog (DDOG) | 1.06% | 0% | 38.77% | 5/5/2026 |
 Oracle (ORCL) | 1% | 6.65% | 16.98% | - |
 Gold (Non Expiry) (GOLD) | 0.8% | 0% | 20.67% | 1/26/2026 |
 Alphabet (GOOG) | 0.5% | 4.68% | 10.89% | - |
 AMD (AMD) | 0.09% | 3.2% | 2.74% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.03% | 0% | 0.17% | 3/30/2023 |
 TMTG (DJT) | 0% | 0% | 1.8% | 11/27/2024 |
 Transocean (RIG) | 0% | 0.13% | 1.63% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 28.92% | 31.96% |
| Amazon (AMZN) | 17.71% | 15.41% |
| Apple (AAPL) | 9.22% | 11.7% |
| McDonald's (MCD) | 9.22% | 8.2% |
| NVIDIA (NVDA) | 7.36% | 8.05% |
| Microsoft (MSFT) | 7.87% | 7.17% |
| Oracle (ORCL) | 9.21% | 6.44% |
| Palantir (PLTR) | 3.44% | 4.78% |
| Gold (Non Expiry) (GOLD) | 3.78% | 3.81% |
| Datadog (DDOG) | 3.16% | 2.38% |
Cash & Instruments Over Time
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