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Portfolio Diversification
Range
Most Diversified
58 instruments
May 31, 2023
Least Diversified
0 instruments
November 12, 2025
Average
13.8 instruments
Most Consistent Holdings
Top 5
NVDA75.14%
RSX71.05%
MSFT60.27%
INTC51.79%
AMD48.85%
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) | 17.67% | 3.73% | 75.14% | - |
 Alphabet (GOOG) | 7.38% | 0% | 45.73% | 10/10/2025 |
| Microsoft (MSFT) | 7.09% | 4.75% | 60.27% | - |
 Apple (AAPL) | 5.85% | 0% | 41.23% | 11/18/2025 |
 Tesla (TSLA) | 4.19% | 0% | 24.16% | 4/2/2025 |
 CashFlowStation | 4.08% | 0% | 28.2% | 5/30/2023 |
 daniel4653 | 2.94% | 0% | 20.76% | 1/18/2023 |
 Berkshire Hathaway (BRK.B) | 2.62% | 0% | 36.62% | 10/10/2025 |
 Plug Power (PLUG) | 2.4% | 0% | 18.51% | 8/13/2025 |
| AMD (AMD) | 2.14% | 3.83% | 48.85% | - |
 Motorola (MSI) | 1.89% | 0% | 14.76% | 5/12/2023 |
 Oracle (ORCL) | 1.77% | 0% | 19.43% | 11/20/2023 |
| 1.73% | 0% | 3.4% | 2/28/2022 | |
 Dell (DELL) | 1.57% | 0% | 20.93% | 4/17/2023 |
 CPHequities | 1.51% | 0% | 28.2% | 5/30/2023 |
 TSMC (TSM) | 1.28% | 4.3% | 24.51% | - |
 PepsiCo (PEP) | 1.16% | 1.25% | 10.84% | - |
| Intel (INTC) | 1.13% | 0.39% | 51.79% | - |
 Alphabet (GOOGL) | 1.12% | 5.1% | 21.57% | - |
 Caterpillar (CAT) | 1.11% | 3.21% | 21.51% | - |
 Coca-Cola (KO) | 1.02% | 3.71% | 26.41% | - |
 UnitedHealth (UNH) | 1.01% | 3.7% | 24.8% | - |
 Visa (V) | 0.95% | 1.26% | 35.24% | - |
 Prologis (PLD) | 0.95% | 3.11% | 21.45% | - |
 Procter & Gamble (PG) | 0.93% | 3.43% | 21.74% | - |
 Slow_and_Steady | 0.91% | 0% | 28.2% | 5/30/2023 |
 Gilead Sciences (GILD) | 0.83% | 3.63% | 21.57% | - |
 Meta (META) | 0.78% | 0% | 11.53% | 10/10/2025 |
 Amazon (AMZN) | 0.77% | 1.46% | 26.41% | - |
 NextEra (NEE) | 0.75% | 2.54% | 21.11% | - |
 Nio (NIO) | 0.73% | 0% | 28.84% | 10/29/2026 |
 Crowdstrike (CRWD) | 0.69% | 3.95% | 21.57% | - |
 Newmont (NEM) | 0.67% | 2.26% | 21.74% | - |
 Motorola Solutions, Inc. (MSI.RTH) | 0.67% | 2.98% | 19.26% | - |
 Salesforce (CRM) | 0.66% | 2.43% | 21.74% | - |
 Ford (F) | 0.63% | 2.04% | 21.05% | - |
 Adobe (ADBE) | 0.57% | 2.28% | 21.4% | - |
 Tyler (TYL) | 0.55% | 0% | 6.63% | 3/4/2024 |
 PayPal (PYPL) | 0.52% | 0% | 10.44% | 12/20/2023 |
 LVMH (MC.PA) | 0.47% | 0% | 10.32% | 12/20/2023 |
 Verizon (VZ) | 0.45% | 1.5% | 21.45% | - |
 Microsoft (MSFT.RTH) | 0.4% | 3.17% | 19.72% | - |
 Mastercard (MA) | 0.4% | 0.97% | 25.84% | - |
 AT&T (T.US) | 0.39% | 1.11% | 21.63% | - |
 Qualcomm (QCOM) | 0.37% | 0% | 8.48% | 10/10/2025 |
 SparkLiang | 0.31% | 0% | 4.79% | 3/25/2022 |
 Netflix (NFLX) | 0.26% | 0% | 15.8% | 10/29/2026 |
 BioNTech SE (BNTX) | 0.23% | 0% | 5.31% | 12/14/2023 |
 Axonics (AXNX) | 0.2% | 0% | 3.75% | 8/25/2023 |
 Vertex (VRTX) | 0.19% | 0% | 2.65% | 11/2/2023 |
 iShares iBonds Dec 2025 Term Treasury ETF (IBTF) | 0.19% | 0% | 7.9% | 11/8/2023 |
 Netflix (NFLX.RTH) | 0.17% | 2.64% | 16.32% | - |
 UBS (UBS) | 0.17% | 0% | 4.79% | 6/13/2023 |
 Chevron (CVX.US) | 0.17% | 0% | 4.79% | 1/6/2026 |
 Nokia (NOK) | 0.15% | 0% | 9.86% | 6/9/2026 |
 ServiceNow (NOW) | 0.15% | 0% | 2.6% | 11/3/2023 |
 HSBC (HSBA.L) | 0.14% | 0% | 1.27% | 4/12/2023 |
| 0.12% | 0% | 3.11% | 2/23/2022 | |
 Applied Materials (AMAT) | 0.1% | 0% | 0.75% | 12/1/2023 |
 Adobe Systems Inc (ADBE.RTH) | 0.1% | 2.28% | 4.61% | - |
 MercadoLibre (MELI) | 0.09% | 0% | 0.58% | 11/20/2023 |
 Enphase (ENPH) | 0.08% | 0% | 1.96% | 11/17/2025 |
 Nike (NKE.RTH) | 0.08% | 2% | 8.07% | - |
 Nio (NIO.RTH) | 0.07% | 2.9% | 4.61% | - |
 Credit Suisse Group AG (CSGN.ZU) | 0.07% | 0% | 4.5% | 6/8/2023 |
 Salesforce Inc (CRM.RTH) | 0.07% | 1.39% | 4.61% | - |
 Coca-Cola (KO.RTH) | 0.07% | 2.29% | 3% | - |
 JPMorgan Chase & Co (JPM.RTH) | 0.06% | 2.05% | 3% | - |
 Apple (AAPL.RTH) | 0.06% | 2.09% | 3% | - |
 AMD (AMD.RTH) | 0.06% | 1.53% | 3.29% | - |
 J&J (JNJ.RTH) | 0.05% | 1.66% | 3% | - |
 Bitcoin (BTC) | 0.04% | 0% | 2.6% | 2/21/2024 |
 Trade Desk (TTD) | 0.04% | 0% | 0.58% | 11/20/2023 |
 Supermicro (SMCI) | 0.04% | 0% | 3.69% | 10/10/2025 |
 American Airlines (AAL) | 0.03% | 0% | 1.21% | 8/14/2025 |
 MP Materials (MP) | 0.03% | 1.56% | 3.29% | - |
 Shopify Inc. (SHOP.RTH) | 0.03% | 0.96% | 3.29% | - |
 Space Exploration Technologies Corp (SPCX.RTH) | 0.03% | 1.23% | 2.54% | - |
| VanEck Vectors Russia ETF (RSX) | 0.02% | 0.01% | 70.88% | - |
 MongoDB Inc (MDB.RTH) | 0.02% | 1.07% | 1.9% | - |
 D-Wave (QBTS) | 0.02% | 1.45% | 1.38% | - |
 NVIDIA (NVDA.RTH) | 0.02% | 0.62% | 2.71% | - |
 Barrick (B) | 0.01% | 0% | 0.58% | 10/24/2025 |
 Dogecoin (DOGE) | 0.01% | 0% | 6.4% | 3/5/2025 |
 Warner Bros Discovery (WBD) | 0% | 0% | 5.65% | 7/19/2022 |
 Subsea 7 (SUBC.OL) | 0% | 0% | 0.17% | 6/2/2023 |
 Cardano (ADA) | 0% | 0% | 1.27% | 2/16/2023 |
 Delivery Hero (DHER.DE) | 0% | 0% | 0.17% | 6/2/2023 |
 Fortinet (FTNT) | 0% | 0% | 0.12% | 6/1/2023 |
 Aramco (SAOC) | 0% | 0% | 0.29% | 6/4/2023 |
 Volkswagen (VOW3.DE) | 0% | 0% | 0.17% | 6/2/2023 |
 HKEX (00388.HK) | 0% | 0% | 0.17% | 6/2/2023 |
 Link REIT (823.HK) | 0% | 0% | 0.17% | 6/2/2023 |
 Aker BP (AKRBP.OL) | 0% | 0% | 0.17% | 6/2/2023 |
 Ethereum (ETH) | 0% | 0% | 0.12% | 6/1/2023 |
 SEQI (SEQI.L) | 0% | 0% | 0.17% | 6/2/2023 |
 Cadence (CDNS) | 0% | 0% | 0.12% | 6/1/2023 |
 Occidental (OXY) | 0% | 0% | 0.12% | 6/1/2023 |
 Disney (DIS) | 0% | 0% | 0.12% | 6/1/2023 |
 Norsk Hydro (NHY.OL) | 0% | 0% | 0.17% | 6/2/2023 |
 Shell (SHEL) | 0% | 0% | 0.12% | 6/1/2023 |
 ASML (ASML) | 0% | 0% | 0.12% | 6/1/2023 |
 Build and Build (BNB) | 0% | 0% | 0.12% | 6/1/2023 |
 VICI Properties (VICI) | 0% | 0% | 0.12% | 6/1/2023 |
 Glencore (GLEN.L) | 0% | 0% | 0.17% | 6/2/2023 |
 Wells Fargo (WFC) | 0% | 0% | 0.12% | 6/1/2023 |
 Micron (MU) | 0% | 0% | 0.12% | 6/1/2023 |
 Bank of America (BAC) | 0% | 0% | 0.12% | 6/1/2023 |
 Boeing (BA) | 0% | 0% | 0.12% | 6/1/2023 |
 Scottish Mortgage (SMT.L) | 0% | 0% | 0.17% | 6/2/2023 |
 Spotify (SPOT) | 0% | 0% | 0.12% | 6/1/2023 |
 Federal Realty (FRT) | 0% | 0% | 0.12% | 6/1/2023 |
 Main Street Capital (MAIN) | 0% | 0% | 0.12% | 6/1/2023 |
 Realty Income (O) | 0% | 0% | 0.12% | 6/1/2023 |
 Texas Instruments (TXN) | 0% | 0% | 0.12% | 6/1/2023 |
 Philip Morris (PM) | 0% | 0% | 0.12% | 6/1/2023 |
 3M (MMM) | 0% | 0% | 0.12% | 6/1/2023 |
 Pilbara Minerals (PLS.ASX) | 0% | 0% | 0.06% | 5/31/2023 |
 Simon (SPG) | 0% | 0% | 0.12% | 6/1/2023 |
 BBVA (BBVA.US) | 0% | 0% | 0.12% | 6/1/2023 |
 Annaly (NLY) | 0% | 0% | 0.12% | 6/1/2023 |
 AGNC (AGNC) | 0% | 0% | 0.12% | 6/1/2023 |
 McKesson (MCK) | 0% | 0% | 0.12% | 6/1/2023 |
 Teck (TECK) | 0% | 0% | 0.12% | 6/1/2023 |
 Nike (NKE) | 0% | 0% | 0.12% | 6/1/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 11.73% | 11.05% |
| NVIDIA (NVDA) | 5.07% | 5.11% |
| TSMC (TSM) | 4.91% | 4.85% |
| Prologis (PLD) | 4.17% | 4.67% |
| Procter & Gamble (PG) | 4.78% | 4.58% |
| UnitedHealth (UNH) | 4.98% | 4.53% |
| Caterpillar (CAT) | 3.96% | 4.45% |
| Salesforce (CRM) | 3.96% | 4.23% |
| Coca-Cola (KO) | 4% | 4.15% |
| Gilead Sciences (GILD) | 3.8% | 3.92% |
| NextEra (NEE) | 3.92% | 3.67% |
| Motorola Solutions, Inc. (MSI.RTH) | 3.42% | 3.5% |
| Chevron (CVX.US) | 3.53% | 3.48% |
| Ford (F) | 2.93% | 3.3% |
| Adobe (ADBE) | 3.32% | 3.2% |
| Newmont (NEM) | 2.89% | 3.19% |
| Alphabet (GOOGL) | 2.81% | 2.86% |
| Crowdstrike (CRWD) | 3.04% | 2.78% |
| Microsoft (MSFT.RTH) | 2.31% | 2.21% |
| Amazon (AMZN) | 2.01% | 2.11% |
| Verizon (VZ) | 2.02% | 2.05% |
| AT&T (T.US) | 2.02% | 1.93% |
| Visa (V) | 1.61% | 1.6% |
| Mastercard (MA) | 1.33% | 1.3% |
| VanEck Vectors Russia ETF (RSX) | 0.06% | 0.01% |
Cash & Instruments Over Time
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