Portfolio Diversification
Range
Most Diversified
24 instruments
March 25, 2023
Least Diversified
17 instruments
February 19, 2025
Average
21 instruments
Most Consistent Holdings
Top 5
GOOG100%
MSFT100%
JNJ100%
JPM100%
PFE100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Invesco QQQ (QQQ) | 13.46% | 16.86% | 100% | - |
| Alphabet (GOOG) | 8.42% | 7.7% | 100% | - |
 Vanguard Total Stock Market ETF (VTI) | 7.23% | 0% | 70.28% | 9/30/2024 |
| Microsoft (MSFT) | 6.95% | 7.35% | 100% | - |
 Vanguard Real Estate ETF (VNQ) | 6.91% | 10.33% | 100% | - |
 Visa (V) | 6.62% | 8.46% | 100% | - |
| Johnson & Johnson (JNJ) | 4.98% | 6.63% | 100% | - |
 Nucor (NUE) | 4.84% | 4.34% | 100% | - |
 PepsiCo (PEP) | 4.57% | 3.84% | 100% | - |
 Rio Tinto (RIO) | 4.5% | 3.8% | 100% | - |
| JPMorgan (JPM) | 4.09% | 4.39% | 100% | - |
 NextEra (NEE) | 3.64% | 5.32% | 100% | - |
 Amazon (AMZN) | 3.06% | 5.07% | 91.17% | - |
 Salesforce (CRM) | 2.32% | 3.45% | 100% | - |
 General Dynamics (GD) | 2.2% | 0% | 80.78% | 1/3/2025 |
| Pfizer (PFE) | 2.03% | 2.15% | 100% | - |
 ASML (ASML.NV) | 1.88% | 0% | 74.75% | 1/29/2025 |
 BHP (BHP) | 1.83% | 1.76% | 100% | - |
 Target (TGT) | 1.77% | 0% | 80.78% | 1/3/2025 |
 iShares Core High Dividend ETF (HDV) | 1.59% | 0% | 40.89% | 1/9/2024 |
 Vanguard S&P 500 ETF (VOO) | 1.3% | 0% | 62.23% | 2/18/2025 |
 Chevron (CVX) | 1.01% | 3.3% | 46.7% | - |
 Skyworks (SWKS) | 0.81% | 0% | 32.29% | 10/24/2023 |
 Procter & Gamble (PG) | 0.78% | 5.05% | 19.22% | - |
 PayPal (PYPL) | 0.76% | 0% | 32.29% | 10/24/2023 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.55% | 0% | 43.24% | 3/13/2024 |
 3M (MMM) | 0.33% | 0% | 17.21% | 6/7/2023 |
 Verizon (VZ) | 0.25% | 0% | 8.83% | 3/23/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 14.13% | 15.95% |
| Alphabet (GOOG) | 7.29% | 10.37% |
| Visa (V) | 6.39% | 7.65% |
| Vanguard Real Estate ETF (VNQ) | 9.72% | 7.59% |
| Microsoft (MSFT) | 4.01% | 7.3% |
| PepsiCo (PEP) | 7.06% | 5.33% |
| NextEra (NEE) | 6.38% | 5.31% |
| Johnson & Johnson (JNJ) | 7.1% | 5.21% |
| Amazon (AMZN) | 3.65% | 4.62% |
| Rio Tinto (RIO) | 5.93% | 3.85% |
| JPMorgan (JPM) | 2.28% | 3.73% |
| ASML (ASML.NV) | 4.56% | 3.29% |
| Nucor (NUE) | 1.31% | 3.17% |
| Vanguard S&P 500 ETF (VOO) | 2.74% | 2.65% |
| Salesforce (CRM) | 2.28% | 2.56% |
| General Dynamics (GD) | 1.74% | 2.47% |
| Target (TGT) | 3.65% | 2.44% |
| Pfizer (PFE) | 3.6% | 2.33% |
| Chevron (CVX) | 2.74% | 1.89% |
| BHP (BHP) | 2.74% | 1.81% |