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Portfolio Diversification
Range
Most Diversified
39 instruments
October 17, 2024
Least Diversified
0 instruments
March 29, 2023
Average
28.6 instruments
Most Consistent Holdings
Top 5
KO98.97%
MCD98.97%
PG98.73%
TM98.49%
LOW96.59%
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) | 8.46% | 0% | 54.32% | 4/7/2025 |
 Vanguard S&P 500 ETF (VOO) | 4.79% | 0% | 54.32% | 4/7/2025 |
| Toyota (TM) | 4.45% | 3.32% | 98.49% | - |
 Alphabet (GOOG) | 3.74% | 5.36% | 90.96% | - |
 Amazon (AMZN) | 3.73% | 6.85% | 91.44% | - |
 SPX500 Index (Non Expiry) (SPX500) | 3.69% | 11.65% | 59.64% | - |
 NVIDIA (NVDA) | 3.58% | 0% | 57.65% | 4/4/2025 |
 Meta (META) | 3.55% | 3.28% | 95% | - |
 State Street SPDR S&P 500 ETF (SPY) | 3.02% | 3.7% | 94.29% | - |
 Microsoft (MSFT) | 2.82% | 0% | 54.24% | 4/7/2025 |
| Coca-Cola (KO) | 2.57% | 2.1% | 98.97% | - |
| Lowe's (LOW) | 2.22% | 1.28% | 96.59% | - |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 2.08% | 7.96% | 40.68% | - |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 1.98% | 0.84% | 95.24% | - |
 Rolls-Royce (RR.L) | 1.96% | 3.43% | 47.74% | - |
| Procter & Gamble (PG) | 1.95% | 0.97% | 98.73% | - |
| McDonald's (MCD) | 1.83% | 0.85% | 98.97% | - |
 Tesla (TSLA) | 1.73% | 0% | 41.55% | 11/12/2024 |
 Bitcoin (BTC) | 1.67% | 0% | 61.86% | 10/7/2025 |
 AMD (AMD) | 1.43% | 0% | 52.74% | 2/5/2025 |
 Intel (INTC) | 1.4% | 0% | 71.85% | 12/2/2025 |
 Skechers (SKX) | 1.22% | 0% | 70.9% | 9/17/2025 |
 Carnival (CCL) | 0.98% | 1.2% | 63.52% | - |
 Unilever (ULVR.L) | 0.97% | 0% | 57.57% | 4/7/2025 |
 Global SuperDividend US ETF (DIV) | 0.94% | 1.45% | 60.19% | - |
 Apple (AAPL) | 0.94% | 0% | 53.05% | 4/7/2025 |
 Johnson & Johnson (JNJ) | 0.93% | 0.88% | 96.51% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.9% | 0% | 57.81% | 4/7/2025 |
 PSEG (PEG) | 0.84% | 1.26% | 50.75% | - |
 Siemens (SIE.DE) | 0.82% | 0% | 57.57% | 4/7/2025 |
 PepsiCo (PEP) | 0.75% | 0.42% | 96.03% | - |
 Gold (Non Expiry) (GOLD) | 0.72% | 0% | 15.94% | 10/21/2025 |
 Airbnb (ABNB) | 0.7% | 1.02% | 70.98% | - |
 Entergy (ETR) | 0.69% | 1.27% | 50.75% | - |
 Prologis (PLD) | 0.6% | 0.44% | 95% | - |
 Mastercard (MA) | 0.59% | 0% | 49.09% | 4/7/2025 |
 Visa (V) | 0.59% | 0% | 49.09% | 4/7/2025 |
 Norwegian Cruise Line (NCLH) | 0.58% | 0.48% | 71.69% | - |
 Neutron Holdings, Inc (LIME) | 0.56% | 0% | 4.84% | 9/1/2026 |
 Altria (MO) | 0.55% | 0% | 35.92% | 8/2/2024 |
 Corsair (CRSR) | 0.53% | 0% | 50.99% | 1/8/2025 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.45% | 0.78% | 56.86% | - |
 Enterprise Products (EPD) | 0.39% | 0% | 54.32% | 4/7/2025 |
 eToro Group LTD (ETOR) | 0.36% | 0% | 10.39% | 9/23/2025 |
 Vodafone (VOD) | 0.3% | 0% | 16.81% | 11/12/2024 |
 Nuclear Index (Nuclear) | 0.13% | 1.34% | 8.72% | - |
 Space Exploration Technologies Corp (SPCX) | 0.03% | 0% | 0.24% | 6/16/2026 |
 Dell (DELL) | 0.02% | 0% | 2.06% | 7/1/2024 |
 Rocket Lab (RKLB) | 0.01% | 0% | 0.71% | 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 Morningstar 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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