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Portfolio Diversification
Range
Most Diversified
24 instruments
March 25, 2023
Least Diversified
0 instruments
November 16, 2025
Average
19.7 instruments
Most Consistent Holdings
Top 5
GOOG99.75%
JNJ99.75%
V99.75%
NEE99.75%
QQQ99.75%
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) | 14.21% | 11.25% | 99.75% | - |
| Alphabet (GOOG) | 9.03% | 9.38% | 99.75% | - |
 Vanguard Real Estate ETF (VNQ) | 6.9% | 0% | 97.66% | 3/27/2026 |
 Microsoft (MSFT) | 6.77% | 5.16% | 99.67% | - |
| Visa (V) | 6.76% | 4.47% | 99.75% | - |
| Johnson & Johnson (JNJ) | 5.64% | 4.51% | 99.75% | - |
 Vanguard Total Stock Market ETF (VTI) | 5.4% | 0% | 52.55% | 9/30/2024 |
 Nucor (NUE) | 4.79% | 1.15% | 99.67% | - |
 Rio Tinto (RIO) | 4.36% | 3.34% | 99.75% | - |
 JPMorgan (JPM) | 4.1% | 1.5% | 99.67% | - |
| NextEra (NEE) | 4.04% | 3.05% | 99.75% | - |
 PepsiCo (PEP) | 3.98% | 0% | 89.31% | 12/16/2025 |
 Amazon (AMZN) | 3.43% | 3.93% | 93.15% | - |
 Salesforce (CRM) | 2.21% | 0% | 89.31% | 12/16/2025 |
 Pfizer (PFE) | 1.81% | 0% | 89.31% | 12/16/2025 |
 General Dynamics (GD) | 1.64% | 0% | 60.4% | 1/3/2025 |
 BHP (BHP) | 1.64% | 0% | 89.39% | 12/17/2025 |
 ASML (ASML.NV) | 1.41% | 0% | 55.89% | 1/29/2025 |
 Target (TGT) | 1.33% | 0% | 60.4% | 1/3/2025 |
 Procter & Gamble (PG) | 1.22% | 0% | 28.91% | 12/16/2025 |
 Chevron (CVX) | 1.21% | 0% | 49.46% | 12/16/2025 |
 iShares Core High Dividend ETF (HDV) | 1.19% | 0% | 30.58% | 1/9/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.97% | 0% | 46.53% | 2/18/2025 |
 CPHequities | 0.89% | 0% | 10.28% | 4/21/2026 |
 triangulacapital | 0.84% | 0% | 10.28% | 4/21/2026 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.81% | 3.82% | 16.62% | - |
 Skyworks (SWKS) | 0.61% | 0% | 24.14% | 10/24/2023 |
 PayPal (PYPL) | 0.57% | 0% | 24.14% | 10/24/2023 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.41% | 0% | 32.33% | 3/13/2024 |
 3M (MMM) | 0.25% | 0% | 12.87% | 6/7/2023 |
 Verizon (VZ) | 0.18% | 0% | 6.6% | 3/23/2023 |
 Itau Unibanco (ITUB) | 0% | 0% | 0.5% | 1/6/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 14.1% | 16.44% |
| Alphabet (GOOG) | 5.91% | 12.3% |
| Johnson & Johnson (JNJ) | 8.45% | 7.65% |
| triangulacapital | 11.37% | 7.44% |
| Vanguard Real Estate ETF (VNQ) | 11.06% | 7.39% |
| CPHequities | 11.36% | 7.37% |
| Visa (V) | 6.37% | 7.29% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 9.55% | 6.17% |
| Microsoft (MSFT) | 3.09% | 6.17% |
| NextEra (NEE) | 5.91% | 4.82% |
| Nucor (NUE) | 2.35% | 4.75% |
| JPMorgan (JPM) | 2.27% | 4.3% |
| Amazon (AMZN) | 3.64% | 4.17% |
| Rio Tinto (RIO) | 4.55% | 3.68% |
| Itau Unibanco (ITUB) | 0% | 0.01% |
Cash & Instruments Over Time
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