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Portfolio Diversification
Range
Most Diversified
39 instruments
October 17, 2024
Least Diversified
0 instruments
March 29, 2023
Average
29.4 instruments
Most Consistent Holdings
Top 5
KO99.28%
MCD99.28%
PG99.01%
TM99.01%
JNJ96.59%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 29, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Invesco QQQ (QQQ) | 9.59% | 0% | 61.55% | 4/7/2025 |
 Vanguard S&P 500 ETF (VOO) | 5.42% | 0% | 61.55% | 4/7/2025 |
| Toyota (TM) | 4.63% | 0.31% | 99.01% | - |
 NVIDIA (NVDA) | 4.06% | 0% | 65.32% | 4/4/2025 |
 Meta (META) | 3.64% | 3.59% | 95.15% | - |
 Alphabet (GOOG) | 3.5% | 0% | 90.57% | 4/21/2026 |
 Amazon (AMZN) | 3.28% | 7.7% | 90.75% | - |
 Microsoft (MSFT) | 3.2% | 0% | 61.46% | 4/7/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 2.93% | 2.65% | 93.98% | - |
 SPX500 Index (Non Expiry) (SPX500) | 2.67% | 4.51% | 54.72% | - |
| Coca-Cola (KO) | 2.65% | 1.97% | 99.28% | - |
 Lowe's (LOW) | 2.32% | 0.9% | 96.59% | - |
 Vanguard Total Stock Market ETF (VTI) | 2.13% | 0.87% | 95.06% | - |
| Procter & Gamble (PG) | 2.09% | 0.52% | 99.01% | - |
 Tesla (TSLA) | 1.96% | 0% | 47.08% | 11/12/2024 |
| McDonald's (MCD) | 1.95% | 1.13% | 99.28% | - |
 Bitcoin (BTC) | 1.9% | 0% | 70.08% | 10/7/2025 |
 Rolls-Royce (RR.L) | 1.79% | 3.11% | 41.42% | - |
 AMD (AMD) | 1.62% | 0% | 59.75% | 2/5/2025 |
 Intel (INTC) | 1.58% | 0% | 81.4% | 12/2/2025 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 1.5% | 4.71% | 33.6% | - |
 Skechers (SKX) | 1.38% | 0% | 80.32% | 9/17/2025 |
 Unilever (ULVR.L) | 1.1% | 0% | 65.23% | 4/7/2025 |
 Apple (AAPL) | 1.06% | 0% | 60.11% | 4/7/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 1.02% | 0% | 65.5% | 4/7/2025 |
| Johnson & Johnson (JNJ) | 0.95% | 0.82% | 96.59% | - |
 Siemens (SIE.DE) | 0.93% | 0% | 65.23% | 4/7/2025 |
 Carnival (CCL) | 0.91% | 1.64% | 59.12% | - |
 Global SuperDividend US ETF (DIV) | 0.87% | 1.57% | 55.35% | - |
 Gold (Non Expiry) (GOLD) | 0.82% | 0% | 18.06% | 10/21/2025 |
 PepsiCo (PEP) | 0.79% | 0% | 96.32% | 4/21/2026 |
 PSEG (PEG) | 0.77% | 1.56% | 44.65% | - |
 Airbnb (ABNB) | 0.68% | 0% | 68.01% | 4/21/2026 |
 Mastercard (MA) | 0.67% | 0% | 55.62% | 4/7/2025 |
 Visa (V) | 0.67% | 0% | 55.62% | 4/7/2025 |
 Altria (MO) | 0.63% | 0% | 40.7% | 8/2/2024 |
 Prologis (PLD) | 0.62% | 0% | 95.15% | 4/21/2026 |
 Corsair (CRSR) | 0.6% | 0% | 57.77% | 1/8/2025 |
 Entergy (ETR) | 0.6% | 1.56% | 44.65% | - |
 Norwegian Cruise Line (NCLH) | 0.58% | 0.71% | 68.37% | - |
 Enterprise Products (EPD) | 0.44% | 0% | 61.55% | 4/7/2025 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.41% | 0.82% | 51.57% | - |
 eToro Group LTD (ETOR) | 0.4% | 0% | 11.77% | 9/23/2025 |
 Vodafone (VOD) | 0.35% | 0% | 19.05% | 11/12/2024 |
 Dell (DELL) | 0.03% | 0% | 2.34% | 7/1/2024 |
 Rocket Lab (RKLB) | 0.01% | 0% | 0.81% | 10/25/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 5.9% | 7.21% |
| Alphabet (GOOG) | 2.45% | 5.56% |
| Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 4.12% | 4.45% |
| SPX500 Index (Non Expiry) (SPX500) | 4.12% | 4.44% |
| Toyota (TM) | 3.83% | 4.18% |
| State Street SPDR S&P 500 ETF (SPY) | 2.89% | 3.76% |
| Meta (META) | 4.12% | 3.6% |
| Coca-Cola (KO) | 1.86% | 1.88% |
| Carnival (CCL) | 1.24% | 1.84% |
| Lowe's (LOW) | 1.77% | 1.79% |
| PSEG (PEG) | 2.06% | 1.63% |
| Global SuperDividend US ETF (DIV) | 1.65% | 1.45% |
| Entergy (ETR) | 1.24% | 1.34% |
| McDonald's (MCD) | 1.24% | 1.17% |
| Procter & Gamble (PG) | 1.25% | 1.06% |
| Airbnb (ABNB) | 1.24% | 0.94% |
| Vanguard Total Stock Market ETF (VTI) | 0.82% | 0.85% |
| Norwegian Cruise Line (NCLH) | 0.8% | 0.83% |
| Invesco S&P 500 Equal Weight ETF (RSP) | 0.82% | 0.79% |
| Johnson & Johnson (JNJ) | 0.68% | 0.77% |
| PepsiCo (PEP) | 0.74% | 0.51% |
| Prologis (PLD) | 0.52% | 0.47% |
Cash & Instruments Over Time
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