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Portfolio Diversification
Range
Most Diversified
58 instruments
May 31, 2023
Least Diversified
0 instruments
November 12, 2025
Average
11.4 instruments
Most Consistent Holdings
Top 5
NVDA72.52%
RSX68.13%
MSFT55.87%
GOOG51.16%
INTC46.32%
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) | 19.23% | 5.1% | 72.52% | - |
| Alphabet (GOOG) | 8.25% | 0% | 51.16% | 10/10/2025 |
| Microsoft (MSFT) | 7.23% | 12.14% | 55.87% | - |
 Apple (AAPL) | 6.55% | 0% | 46.13% | 11/18/2025 |
 Tesla (TSLA) | 4.69% | 0% | 27.03% | 4/2/2025 |
 CashFlowStation | 4.56% | 0% | 31.55% | 5/30/2023 |
 daniel4653 | 3.29% | 0% | 23.23% | 1/18/2023 |
 Berkshire Hathaway (BRK.B) | 2.94% | 0% | 40.97% | 10/10/2025 |
 Plug Power (PLUG) | 2.68% | 0% | 20.71% | 8/13/2025 |
 Motorola (MSI) | 2.11% | 0% | 16.52% | 5/12/2023 |
 Oracle (ORCL) | 1.99% | 0% | 21.74% | 11/20/2023 |
 AMD (AMD) | 1.97% | 2.99% | 43.48% | - |
| 1.94% | 0% | 3.81% | 2/28/2022 | |
 Dell (DELL) | 1.76% | 0% | 23.42% | 4/17/2023 |
 CPHequities | 1.69% | 0% | 31.55% | 5/30/2023 |
 PepsiCo (PEP) | 1.29% | 0% | 11.03% | 10/10/2025 |
| Intel (INTC) | 1.18% | 0.8% | 46.32% | - |
 Slow_and_Steady | 1.02% | 0% | 31.55% | 5/30/2023 |
 Visa (V) | 0.91% | 1.4% | 27.87% | - |
 Meta (META) | 0.87% | 0% | 12.9% | 10/10/2025 |
 TSMC (TSM) | 0.8% | 5.84% | 15.81% | - |
 Nio (NIO) | 0.7% | 1.35% | 20.84% | - |
 Coca-Cola (KO) | 0.68% | 4.34% | 17.94% | - |
 Alphabet (GOOGL) | 0.65% | 6.54% | 12.58% | - |
 Amazon (AMZN) | 0.65% | 2.24% | 18.13% | - |
 UnitedHealth (UNH) | 0.64% | 4.7% | 16.13% | - |
 Caterpillar (CAT) | 0.64% | 6.4% | 12.65% | - |
 Tyler (TYL) | 0.61% | 0% | 7.42% | 3/4/2024 |
 Prologis (PLD) | 0.6% | 4.74% | 12.65% | - |
 Procter & Gamble (PG) | 0.6% | 4.35% | 12.71% | - |
 PayPal (PYPL) | 0.58% | 0% | 11.68% | 12/20/2023 |
 Gilead Sciences (GILD) | 0.53% | 3.89% | 12.71% | - |
 LVMH (MC.PA) | 0.53% | 0% | 11.55% | 12/20/2023 |
 NextEra (NEE) | 0.49% | 4.16% | 12.45% | - |
 Salesforce (CRM) | 0.45% | 2.69% | 12.71% | - |
 Newmont (NEM) | 0.43% | 3.3% | 12.71% | - |
 Adobe (ADBE) | 0.42% | 2.12% | 12.39% | - |
 Qualcomm (QCOM) | 0.41% | 0% | 9.48% | 10/10/2025 |
 Ford (F) | 0.4% | 2.81% | 12.45% | - |
 Motorola Solutions, Inc. (MSI.RTH) | 0.38% | 3.73% | 10% | - |
 SparkLiang | 0.35% | 0% | 5.35% | 3/25/2022 |
 Crowdstrike (CRWD) | 0.34% | 2.45% | 12.77% | - |
 Mastercard (MA) | 0.33% | 1.07% | 17.35% | - |
 Verizon (VZ) | 0.29% | 2.23% | 12.65% | - |
 AT&T (T) | 0.27% | 1.89% | 12.65% | - |
 BioNTech SE (BNTX) | 0.26% | 0% | 5.94% | 12/14/2023 |
 Axonics (AXNX) | 0.23% | 0% | 4.19% | 8/25/2023 |
 Vertex (VRTX) | 0.22% | 0% | 2.97% | 11/2/2023 |
 iShares iBonds Dec 2025 Term Treasury ETF (IBTF) | 0.21% | 0% | 8.84% | 11/8/2023 |
 Microsoft (MSFT.RTH) | 0.21% | 1.73% | 10.45% | - |
 UBS (UBS) | 0.19% | 0% | 5.35% | 6/13/2023 |
 Chevron (CVX) | 0.19% | 0% | 5.35% | 1/6/2026 |
 ServiceNow (NOW) | 0.17% | 0% | 2.9% | 11/3/2023 |
 HSBC (HSBA.L) | 0.16% | 0% | 1.42% | 4/12/2023 |
| 0.14% | 0% | 3.48% | 2/23/2022 | |
 Nokia (NOK) | 0.14% | 1.37% | 8.58% | - |
 Netflix (NFLX) | 0.13% | 1.99% | 6.32% | - |
 Applied Materials (AMAT) | 0.12% | 0% | 0.84% | 12/1/2023 |
 MercadoLibre (MELI) | 0.1% | 0% | 0.65% | 11/20/2023 |
 Enphase (ENPH) | 0.09% | 0% | 2.19% | 11/17/2025 |
 Netflix (NFLX.RTH) | 0.08% | 1.19% | 6.71% | - |
 Credit Suisse Group AG (CSGN.ZU) | 0.08% | 0% | 5.03% | 6/8/2023 |
 Bitcoin (BTC) | 0.05% | 0% | 2.9% | 2/21/2024 |
 Trade Desk (TTD) | 0.05% | 0% | 0.65% | 11/20/2023 |
 Supermicro (SMCI) | 0.05% | 0% | 4.13% | 10/10/2025 |
 American Airlines (AAL) | 0.04% | 0% | 1.35% | 8/14/2025 |
| VanEck Vectors Russia ETF (RSX) | 0.02% | 0.01% | 67.94% | - |
 Barrick (B) | 0.01% | 0% | 0.65% | 10/24/2025 |
 Dogecoin (DOGE) | 0.01% | 0% | 7.16% | 3/5/2025 |
 Warner Bros Discovery (WBD) | 0% | 0% | 6.32% | 7/19/2022 |
 Subsea 7 (SUBC.OL) | 0% | 0% | 0.19% | 6/2/2023 |
 Cardano (ADA) | 0% | 0% | 1.42% | 2/16/2023 |
 Delivery Hero (DHER.DE) | 0% | 0% | 0.19% | 6/2/2023 |
 Fortinet (FTNT) | 0% | 0% | 0.13% | 6/1/2023 |
 Aramco (SAOC) | 0% | 0% | 0.32% | 6/4/2023 |
 Volkswagen (VOW3.DE) | 0% | 0% | 0.19% | 6/2/2023 |
 HKEX (00388.HK) | 0% | 0% | 0.19% | 6/2/2023 |
 Link REIT (823.HK) | 0% | 0% | 0.19% | 6/2/2023 |
 Aker BP (AKRBP.OL) | 0% | 0% | 0.19% | 6/2/2023 |
 Ethereum (ETH) | 0% | 0% | 0.13% | 6/1/2023 |
 SEQI (SEQI.L) | 0% | 0% | 0.19% | 6/2/2023 |
 Cadence (CDNS) | 0% | 0% | 0.13% | 6/1/2023 |
 Occidental (OXY) | 0% | 0% | 0.13% | 6/1/2023 |
 Disney (DIS) | 0% | 0% | 0.13% | 6/1/2023 |
 Norsk Hydro (NHY.OL) | 0% | 0% | 0.19% | 6/2/2023 |
 Shell (SHEL) | 0% | 0% | 0.13% | 6/1/2023 |
 ASML (ASML) | 0% | 0% | 0.13% | 6/1/2023 |
 Build and Build (BNB) | 0% | 0% | 0.13% | 6/1/2023 |
 VICI Properties (VICI) | 0% | 0% | 0.13% | 6/1/2023 |
 Glencore (GLEN.L) | 0% | 0% | 0.19% | 6/2/2023 |
 Wells Fargo (WFC) | 0% | 0% | 0.13% | 6/1/2023 |
 Micron (MU) | 0% | 0% | 0.13% | 6/1/2023 |
 Bank of America (BAC) | 0% | 0% | 0.13% | 6/1/2023 |
 Boeing (BA) | 0% | 0% | 0.13% | 6/1/2023 |
 Scottish Mortgage (SMT.L) | 0% | 0% | 0.19% | 6/2/2023 |
 Spotify (SPOT) | 0% | 0% | 0.13% | 6/1/2023 |
 Federal Realty (FRT) | 0% | 0% | 0.13% | 6/1/2023 |
 Main Street Capital (MAIN) | 0% | 0% | 0.13% | 6/1/2023 |
 Realty Income (O) | 0% | 0% | 0.13% | 6/1/2023 |
 Texas Instruments (TXN) | 0% | 0% | 0.13% | 6/1/2023 |
 Philip Morris (PM) | 0% | 0% | 0.13% | 6/1/2023 |
 3M (MMM) | 0% | 0% | 0.13% | 6/1/2023 |
 Pilbara Minerals (PLS.ASX) | 0% | 0% | 0.06% | 5/31/2023 |
 Simon (SPG) | 0% | 0% | 0.13% | 6/1/2023 |
 BBVA (BBVA.US) | 0% | 0% | 0.13% | 6/1/2023 |
 Annaly (NLY) | 0% | 0% | 0.13% | 6/1/2023 |
 AGNC (AGNC) | 0% | 0% | 0.13% | 6/1/2023 |
 McKesson (MCK) | 0% | 0% | 0.13% | 6/1/2023 |
 Teck (TECK) | 0% | 0% | 0.13% | 6/1/2023 |
 Nike (NKE) | 0% | 0% | 0.13% | 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) | 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) | 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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