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Portfolio Diversification
Range
Most Diversified
24 instruments
March 25, 2023
Least Diversified
0 instruments
November 16, 2025
Average
20 instruments
Most Consistent Holdings
Top 5
GOOG99.91%
JNJ99.91%
V99.91%
NEE99.91%
QQQ99.91%
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) | 14.16% | 16.27% | 99.91% | - |
| Alphabet (GOOG) | 8.93% | 11.82% | 99.91% | - |
 Vanguard Real Estate ETF (VNQ) | 7.15% | 1.9% | 99.83% | - |
 Microsoft (MSFT) | 6.85% | 5.28% | 99.83% | - |
| Visa (V) | 6.78% | 6.67% | 99.91% | - |
 Vanguard Total Stock Market ETF (VTI) | 5.62% | 0% | 54.65% | 9/30/2024 |
| Johnson & Johnson (JNJ) | 5.53% | 8.99% | 99.91% | - |
 Nucor (NUE) | 4.79% | 4.96% | 99.83% | - |
 Rio Tinto (RIO) | 4.37% | 4.19% | 99.91% | - |
 PepsiCo (PEP) | 4.14% | 0% | 92.88% | 12/16/2025 |
 JPMorgan (JPM) | 4.12% | 3.9% | 99.83% | - |
| NextEra (NEE) | 3.99% | 5.53% | 99.91% | - |
 Amazon (AMZN) | 3.42% | 3.9% | 93.05% | - |
 Salesforce (CRM) | 2.29% | 0% | 92.88% | 12/16/2025 |
 Pfizer (PFE) | 1.89% | 0% | 92.88% | 12/16/2025 |
 General Dynamics (GD) | 1.71% | 0% | 62.81% | 1/3/2025 |
 BHP (BHP) | 1.71% | 0% | 92.96% | 12/17/2025 |
 ASML (ASML.NV) | 1.46% | 0% | 58.12% | 1/29/2025 |
 Target (TGT) | 1.38% | 0% | 62.81% | 1/3/2025 |
 Procter & Gamble (PG) | 1.27% | 0% | 30.06% | 12/16/2025 |
 Chevron (CVX) | 1.26% | 0% | 51.43% | 12/16/2025 |
 iShares Core High Dividend ETF (HDV) | 1.24% | 0% | 31.8% | 1/9/2024 |
 Vanguard S&P 500 ETF (VOO) | 1.01% | 0% | 48.39% | 2/18/2025 |
 Skyworks (SWKS) | 0.63% | 0% | 25.11% | 10/24/2023 |
 PayPal (PYPL) | 0.59% | 0% | 25.11% | 10/24/2023 |
 CPHequities | 0.56% | 9.17% | 6.95% | - |
 triangulacapital | 0.55% | 8.53% | 6.95% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.5% | 8.71% | 13.47% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.43% | 0% | 33.62% | 3/13/2024 |
 3M (MMM) | 0.26% | 0% | 13.38% | 6/7/2023 |
 Verizon (VZ) | 0.19% | 0% | 6.86% | 3/23/2023 |
 Itau Unibanco (ITUB) | 0% | 0% | 0.52% | 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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