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Portfolio Diversification
Range
Most Diversified
11 instruments
November 8, 2023
Least Diversified
0 instruments
December 31, 2025
Average
9.2 instruments
Most Consistent Holdings
Top 5
AAPL99.75%
TSLA99.75%
NVDA99.75%
AMZN99.56%
PLTR64.54%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Tesla (TSLA) | 24.15% | 22.9% | 99.75% | - |
| Apple (AAPL) | 22.91% | 11.54% | 99.75% | - |
| NVIDIA (NVDA) | 18.5% | 36.32% | 99.75% | - |
| Amazon (AMZN) | 11.58% | 1.5% | 99.56% | - |
 Disney (DIS) | 4.83% | 0% | 61.6% | 10/14/2024 |
| Palantir (PLTR) | 3.61% | 0% | 64.54% | 12/5/2025 |
 AMD (AMD) | 2.49% | 0% | 34.83% | 2/23/2026 |
 State Street SPDR S&P 500 ETF (SPY) | 1.55% | 0% | 58.29% | 8/21/2024 |
 Alphabet (GOOG) | 1.46% | 11.32% | 24.89% | - |
 Microsoft (MSFT) | 1.4% | 0% | 60.23% | 7/9/2025 |
 Bitcoin (BTC) | 1.31% | 1.7% | 63.6% | - |
 Mastercard (MA) | 1.22% | 0% | 14.38% | 8/22/2022 |
 Vanguard S&P 500 ETF (VOO) | 1.1% | 8.49% | 21.39% | - |
 Berkshire Hathaway (BRK.B) | 0.77% | 0% | 31.27% | 12/30/2025 |
 McDonald's (MCD) | 0.61% | 0% | 17.89% | 8/21/2024 |
 iShares Core S&P 500 ETF (IVV) | 0.39% | 0% | 10.82% | 2/11/2025 |
 Meta (META) | 0.27% | 3.88% | 7.32% | - |
 Bank of America (BAC) | 0.25% | 0% | 14.07% | 11/16/2023 |
 TSMC (TSM) | 0.23% | 0% | 12.38% | 3/3/2025 |
 Visa (V) | 0.22% | 2.33% | 10.51% | - |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.05% | 0% | 5% | 3/22/2022 |
 Broadcom (AVGO) | 0.03% | 0% | 3.38% | 2/23/2026 |
 Eli Lilly (LLY) | 0.02% | 0% | 0.81% | 8/28/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 21.46% | 37.99% |
| Tesla (TSLA) | 29.04% | 31.02% |
| Apple (AAPL) | 14.76% | 13.26% |
| Alphabet (GOOG) | 9.24% | 6.02% |
| Vanguard S&P 500 ETF (VOO) | 12.47% | 5.03% |
| AMD (AMD) | 5.65% | 3.27% |
| Amazon (AMZN) | 3.08% | 1.79% |
| Broadcom (AVGO) | 2.75% | 1.04% |
| Visa (V) | 1.54% | 0.58% |
Cash & Instruments Over Time
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