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Portfolio Diversification
Range
Most Diversified
16 instruments
January 7, 2026
Least Diversified
0 instruments
February 6, 2025
Average
11.3 instruments
Most Consistent Holdings
Top 5
BRK.B96.02%
NVDA79.2%
QQQ79.2%
AGNC78.98%
VOO70.13%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 6, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 30.3% | 17.84% | 96.02% | - |
| Invesco QQQ (QQQ) | 8.78% | 10.83% | 79.2% | - |
| NVIDIA (NVDA) | 7.15% | 5.33% | 79.2% | - |
| AGNC (AGNC) | 6.73% | 4.78% | 78.98% | - |
| Vanguard S&P 500 ETF (VOO) | 5.73% | 0% | 70.13% | 3/20/2026 |
 Bitcoin (BTC) | 5.07% | 5.95% | 68.36% | - |
 Alphabet (GOOG) | 4.58% | 9.11% | 68.36% | - |
 Tesla (TSLA) | 4.56% | 0% | 21.02% | 12/3/2025 |
 Apple (AAPL) | 3.64% | 5.76% | 68.36% | - |
 Microsoft (MSFT) | 2.63% | 3.29% | 68.36% | - |
 McDonald's (MCD) | 2.22% | 0% | 67.48% | 3/20/2026 |
 Invesco Preferred ETF (PGX) | 1.78% | 0% | 68.81% | 3/20/2026 |
 Costco (COST) | 1.78% | 3.83% | 48.67% | - |
 Tesla (TSLA.RTH) | 1.66% | 12.44% | 25.44% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.57% | 0% | 7.52% | 4/11/2025 |
 NVIDIA (NVDA.RTH) | 1.2% | 3.96% | 31.86% | - |
 NextEra (NEE) | 0.94% | 0% | 27.88% | 9/22/2025 |
 Orchid Island (ORC) | 0.83% | 9.52% | 8.41% | - |
 ServiceNow Inc (NOW.RTH) | 0.61% | 7.22% | 7.74% | - |
 Alibaba (BABA) | 0.6% | 0% | 68.81% | 3/20/2026 |
 Procter & Gamble (PG) | 0.54% | 0% | 69.03% | 3/20/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 35.06% | 32.17% |
| Invesco QQQ (QQQ) | 9.23% | 9.9% |
| Alphabet (GOOG) | 4.34% | 7.48% |
| Bitcoin (BTC) | 8.8% | 6.63% |
| Vanguard S&P 500 ETF (VOO) | 5.86% | 6.21% |
| Apple (AAPL) | 4.34% | 5.6% |
| NVIDIA (NVDA) | 4.39% | 5.02% |
| AGNC (AGNC) | 4.13% | 4.7% |
| Microsoft (MSFT) | 4.15% | 3.85% |
| NVIDIA (NVDA.RTH) | 3.82% | 3.73% |
| Costco (COST) | 3.76% | 3.27% |
| McDonald's (MCD) | 2.72% | 2.47% |
| Invesco Preferred ETF (PGX) | 1.75% | 1.7% |
| Alibaba (BABA) | 0.82% | 0.87% |
| Procter & Gamble (PG) | 0.82% | 0.7% |
Cash & Instruments Over Time
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