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Portfolio Diversification
Range
Most Diversified
41 instruments
March 3, 2026
Least Diversified
0 instruments
January 6, 2022
Average
14.5 instruments
Most Consistent Holdings
Top 5
GOOG94.11%
MSFT77.01%
AAPL76.88%
BTC68.61%
NVDA68.55%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 10.95% | 11.7% | 68.55% | - |
| Alphabet (GOOG) | 10.9% | 13.42% | 94.11% | - |
| Apple (AAPL) | 8.09% | 3.16% | 76.88% | - |
| Microsoft (MSFT) | 8.08% | 8.13% | 77.01% | - |
 Meta (META) | 4.9% | 10.56% | 64.54% | - |
 ConocoPhillips (COP) | 4.27% | 0% | 7.14% | 11/4/2022 |
 Amazon (AMZN) | 3.72% | 3.59% | 55.89% | - |
 ExxonMobil (XOM) | 2.51% | 0% | 25.13% | 3/26/2026 |
 Tesla (TSLA) | 2.27% | 2.57% | 49.81% | - |
 Chevron (CVX.US) | 2.05% | 0% | 35.53% | 3/26/2026 |
 Netflix (NFLX) | 1.9% | 1.65% | 48.62% | - |
 Adobe (ADBE) | 1.82% | 1.42% | 42.36% | - |
| Bitcoin (BTC) | 1.26% | 0.49% | 68.61% | - |
 Dell (DELL) | 1.1% | 0% | 31.45% | 8/27/2025 |
 Walmart (WMT) | 1.09% | 7.59% | 19.86% | - |
 Oracle (ORCL) | 0.82% | 0% | 27.01% | 3/9/2026 |
 Intel (INTC) | 0.79% | 0% | 35.15% | 3/23/2026 |
 Delta (DAL) | 0.77% | 0% | 26.44% | 8/19/2025 |
 Visa (V) | 0.74% | 0% | 7.58% | 2/4/2026 |
 Mastercard (MA) | 0.71% | 0% | 7.58% | 2/4/2026 |
 Alphabet (GOOGL) | 0.69% | 0% | 0.75% | 5/17/2022 |
 Nike (NKE) | 0.58% | 1.35% | 36.15% | - |
 Citi (C) | 0.56% | 0% | 4.51% | 4/28/2022 |
 Boeing (BA) | 0.51% | 0% | 22.18% | 9/2/2025 |
 Crowdstrike (CRWD) | 0.51% | 0% | 30.95% | 3/11/2026 |
 Coca-Cola (KO) | 0.42% | 0% | 17.29% | 2/25/2025 |
 CVS Health (CVS) | 0.42% | 0% | 14.29% | 2/28/2025 |
 Realty Income (O) | 0.42% | 0% | 10.34% | 1/8/2026 |
 Target (TGT) | 0.41% | 0% | 14.54% | 1/16/2026 |
 UnitedHealth (UNH) | 0.38% | 0% | 11.97% | 3/23/2026 |
 Chegg (CHGG) | 0.37% | 0% | 4.89% | 6/18/2024 |
 Micron (MU) | 0.34% | 4.66% | 18.23% | - |
 Shell (SHEL) | 0.33% | 0% | 3.07% | 4/28/2022 |
 UPS (UPS) | 0.31% | 1.68% | 17.86% | - |
 Goldman Sachs (GS) | 0.3% | 0.75% | 18.86% | - |
 Broadcom (AVGO) | 0.29% | 0% | 10.71% | 3/11/2026 |
 BNP Paribas (BNP.PA) | 0.27% | 0% | 3.57% | 5/10/2022 |
 AMD (AMD) | 0.25% | 6.56% | 9.65% | - |
 BAT (BATS.L) | 0.24% | 0% | 2.51% | 9/27/2023 |
 Starbucks (SBUX) | 0.24% | 0% | 14.66% | 2/25/2025 |
 Lululemon (LULU) | 0.23% | 1.11% | 15.73% | - |
 SolarEdge (SEDG) | 0.23% | 0% | 4.7% | 10/26/2023 |
 Johnson & Johnson (JNJ) | 0.22% | 0% | 12.34% | 2/25/2025 |
 Procter & Gamble (PG) | 0.2% | 0% | 8.83% | 2/4/2026 |
 First Solar (FSLR) | 0.19% | 0% | 10.15% | 2/4/2026 |
 PepsiCo (PEP) | 0.18% | 0% | 17.48% | 11/18/2025 |
 Lonza (LONN.ZU) | 0.17% | 0% | 5.58% | 5/23/2024 |
 JPMorgan (JPM) | 0.16% | 0% | 4.26% | 1/15/2026 |
 3M (MMM) | 0.16% | 0% | 7.89% | 2/25/2025 |
 TSMC (TSM) | 0.16% | 3.59% | 6.77% | - |
 Salesforce (CRM) | 0.14% | 3.65% | 5.64% | - |
 Lockheed Martin (LMT) | 0.14% | 0% | 6.7% | 6/5/2026 |
 Gerresheimer (GXI.DE) | 0.13% | 0% | 5.58% | 5/23/2024 |
 Qualcomm (QCOM) | 0.12% | 0% | 5.14% | 2/26/2025 |
 Constellation Energy (CEG) | 0.12% | 2.26% | 7.58% | - |
 Coinbase (COIN) | 0.12% | 1.19% | 9.02% | - |
 Eli Lilly (LLY) | 0.12% | 1.66% | 9.71% | - |
 Rheinmetall (RHM.DE) | 0.1% | 1.01% | 7.77% | - |
 Unity (U) | 0.1% | 0% | 4.14% | 10/19/2023 |
 American Airlines (AAL) | 0.1% | 0% | 0.63% | 6/13/2022 |
 United Airlines (UAL) | 0.09% | 0% | 0.63% | 6/13/2022 |
 Robinhood Markets Inc. (HOOD) | 0.09% | 1.79% | 7.46% | - |
 Disney (DIS) | 0.09% | 0% | 1.19% | 8/10/2023 |
 Home Depot (HD) | 0.08% | 0% | 13.47% | 2/28/2025 |
 Solana (SOL) | 0.08% | 0% | 16.17% | 8/20/2025 |
 Bank of America (BAC) | 0.08% | 0% | 8.65% | 12/31/2024 |
 Alibaba (BABA) | 0.08% | 0.72% | 7.58% | - |
 Enphase (ENPH) | 0.07% | 0% | 3.32% | 10/16/2023 |
 Raytheon (RTX) | 0.07% | 0% | 5.08% | 6/5/2026 |
 EA (EA) | 0.07% | 0% | 3.57% | 10/10/2023 |
 Seagate (STX.US) | 0.06% | 1.1% | 8.08% | - |
 PayPal (PYPL) | 0.05% | 0% | 6.45% | 3/3/2026 |
 Palantir (PLTR) | 0.05% | 0% | 4.89% | 2/4/2026 |
 Duolingo (DUOL) | 0.05% | 0% | 5.45% | 11/11/2025 |
 Best Buy (BBY) | 0.05% | 1.17% | 6.95% | - |
 Merck (MRK) | 0.05% | 0% | 3.95% | 11/18/2025 |
 Cloudflare (NET) | 0.04% | 0% | 4.26% | 1/27/2026 |
 Pfizer (PFE) | 0.04% | 0% | 1.88% | 7/24/2024 |
 NextEra (NEE) | 0.03% | 0.3% | 6.89% | - |
 Rolls-Royce (RR.L) | 0.03% | 0% | 1.32% | 3/5/2026 |
 Sandisk Corp/DE (SNDK) | 0.03% | 0% | 2.69% | 3/13/2026 |
 Snapchat (SNAP) | 0.03% | 0% | 1.69% | 10/16/2023 |
 Duke Energy (DUK) | 0.03% | 0% | 1.94% | 3/20/2026 |
 Circle Internet Group Inc (CRCL) | 0.02% | 0% | 3.63% | 8/20/2025 |
 eToro Group LTD (ETOR) | 0.02% | 0% | 2.44% | 2/17/2026 |
 Barrick (B) | 0.02% | 0% | 3.51% | 3/23/2026 |
 FedEx (FDX) | 0.02% | 0% | 1.69% | 1/16/2026 |
 Intuit (INTU) | 0.01% | 0.78% | 1.69% | - |
 EUR/USD (EURUSD) | 0.01% | 0% | 0.06% | 5/4/2023 |
 Costco (COST) | 0.01% | 0% | 1.63% | 1/7/2026 |
 Figma Inc (FIG) | 0.01% | 0% | 1.25% | 12/10/2025 |
 Sempra (SRE) | 0.01% | 0% | 2.57% | 3/3/2026 |
 Devon Energy (DVN) | 0.01% | 0% | 0.63% | 3/23/2026 |
 Peloton (PTON) | 0.01% | 0% | 0.31% | 1/9/2024 |
 Supermicro (SMCI) | 0.01% | 0% | 1% | 8/28/2024 |
 Cisco (CSCO) | 0.01% | 0% | 2.63% | 9/9/2024 |
 Ford (F) | 0.01% | 0% | 2.32% | 9/4/2024 |
 Match Group (MTCH) | 0.01% | 0% | 0.56% | 8/2/2024 |
 Monday.com (MNDY) | 0.01% | 0.38% | 1.69% | - |
 HP (HPQ) | 0.01% | 0% | 0.25% | 3/1/2024 |
 Serve Robotics Inc (SERV) | 0% | 0% | 1.88% | 3/11/2026 |
 AppLovin (APP) | 0% | 0% | 0.81% | 2/4/2026 |
 NuScale Power (SMR) | 0% | 0% | 2.13% | 3/23/2026 |
 Ethereum (ETH) | 0% | 0% | 0.44% | 7/17/2024 |
 nVent (NVT) | 0% | 0% | 0.13% | 11/20/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 12.72% | 11.88% |
| Alphabet (GOOG) | 7.37% | 11.3% |
| NVIDIA (NVDA) | 5.14% | 9.15% |
| Microsoft (MSFT) | 8.9% | 8.56% |
| Amazon (AMZN) | 8.49% | 8.13% |
| Walmart (WMT) | 7.08% | 6.5% |
| Netflix (NFLX) | 6.29% | 4.96% |
| Realty Income (O) | 5.66% | 4.79% |
| UnitedHealth (UNH) | 5.17% | 4.35% |
| Adobe (ADBE) | 4.46% | 3.8% |
| Tesla (TSLA) | 2.31% | 3.41% |
| Procter & Gamble (PG) | 3.98% | 3.19% |
| Oracle (ORCL) | 3.9% | 3.14% |
| Target (TGT) | 2.14% | 1.89% |
| UPS (UPS) | 1.89% | 1.85% |
| Lululemon (LULU) | 1.56% | 1.63% |
| Cloudflare (NET) | 1.19% | 1.01% |
| JPMorgan (JPM) | 1.1% | 1.01% |
| PayPal (PYPL) | 1.2% | 0.99% |
| Goldman Sachs (GS) | 1% | 0.96% |
| Nike (NKE) | 1% | 0.92% |
| FedEx (FDX) | 1% | 0.88% |
| Bitcoin (BTC) | 0.85% | 0.79% |
| Costco (COST) | 0.87% | 0.73% |
| Micron (MU) | 0.56% | 0.61% |
Cash & Instruments Over Time
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