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Portfolio Diversification
Range
Most Diversified
11 instruments
November 8, 2023
Least Diversified
0 instruments
December 31, 2025
Average
9.1 instruments
Most Consistent Holdings
Top 5
AAPL99.54%
TSLA99.54%
NVDA99.54%
AMZN94.7%
BTC61.64%
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) | 24.18% | 30.72% | 99.54% | - |
| Apple (AAPL) | 22.26% | 17.31% | 99.54% | - |
| NVIDIA (NVDA) | 18.73% | 22.38% | 99.54% | - |
| Amazon (AMZN) | 10.72% | 0% | 94.7% | 8/14/2026 |
 Disney (DIS) | 4.45% | 0% | 56.74% | 10/14/2024 |
 Palantir (PLTR) | 3.33% | 0% | 59.45% | 12/5/2025 |
 Alphabet (GOOG) | 2.54% | 13.8% | 30.59% | - |
 AMD (AMD) | 2.29% | 0% | 32.09% | 2/23/2026 |
 Vanguard S&P 500 ETF (VOO) | 1.81% | 11.55% | 27.36% | - |
 State Street SPDR S&P 500 ETF (SPY) | 1.43% | 0% | 53.69% | 8/21/2024 |
 Microsoft (MSFT) | 1.29% | 0% | 55.47% | 7/9/2025 |
| Bitcoin (BTC) | 1.27% | 0% | 61.64% | 8/14/2026 |
 Mastercard (MA) | 1.13% | 0% | 13.25% | 8/22/2022 |
 Berkshire Hathaway (BRK.B) | 0.71% | 0% | 28.8% | 12/30/2025 |
 McDonald's (MCD) | 0.56% | 0% | 16.47% | 8/21/2024 |
 Meta (META) | 0.49% | 0% | 11.92% | 9/23/2026 |
 Visa (V) | 0.36% | 0% | 14.92% | 9/23/2026 |
 iShares Core S&P 500 ETF (IVV) | 0.36% | 0% | 9.97% | 2/11/2025 |
 Space Exploration Technologies Corp (SPCX) | 0.24% | 3.91% | 7.03% | - |
 Bank of America (BAC) | 0.23% | 0% | 12.96% | 11/16/2023 |
 TSMC (TSM) | 0.21% | 0% | 11.41% | 3/3/2025 |
 Broadcom (AVGO) | 0.05% | 0% | 5.3% | 8/17/2026 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.04% | 0% | 4.61% | 3/22/2022 |
 Eli Lilly (LLY) | 0.02% | 0% | 0.75% | 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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