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Portfolio Diversification
Range
Most Diversified
18 instruments
November 6, 2025
Least Diversified
0 instruments
April 4, 2026
Average
15 instruments
Most Consistent Holdings
Top 5
GS99.41%
GOOG99.41%
NVDA99.41%
AAPL99.41%
AMD99.41%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Apple (AAPL) | 13.56% | 9.06% | 99.41% | - |
| Alphabet (GOOG) | 9.39% | 10.39% | 99.41% | - |
| NVIDIA (NVDA) | 9.39% | 9.98% | 99.41% | - |
 Intel (INTC) | 9.28% | 4.41% | 99.41% | - |
 Johnson & Johnson (JNJ) | 6.73% | 9.87% | 99.41% | - |
 Visa (V) | 5.89% | 11.93% | 99.41% | - |
| AMD (AMD) | 5.63% | 2.85% | 99.41% | - |
 Air Products (APD) | 5.34% | 6.22% | 90.14% | - |
 Ethereum (ETH) | 5.32% | 0.03% | 68.95% | - |
 Cisco (CSCO) | 5.3% | 6.06% | 99.41% | - |
 Charles Schwab (SCHW) | 5.16% | 7.09% | 99.41% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 4.86% | 10.63% | 84.28% | - |
 Sinopec (0386.HK) | 4.08% | 0% | 94.73% | 9/3/2026 |
| Goldman Sachs (GS) | 2.71% | 2.3% | 99.41% | - |
 Pfizer (PFE) | 1.85% | 0% | 37.99% | 9/2/2026 |
 SM Energy (SM) | 1.5% | 7.32% | 24.9% | - |
 CNBM (3323.HK) | 1.45% | 0% | 46.97% | 9/3/2026 |
 PepsiCo (PEP) | 1.29% | 0% | 43.85% | 9/2/2026 |
 Civitas (CIVI) | 0.4% | 0% | 8.79% | 2/3/2026 |
 ASML (ASML) | 0.07% | 1.75% | 3.61% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 6.7% | 10.66% |
| Apple (AAPL) | 8.95% | 10.03% |
| Intel (INTC) | 9.36% | 8.56% |
| Ethereum (ETH) | 7.98% | 6.99% |
| Sinopec (0386.HK) | 8.61% | 6.94% |
| NVIDIA (NVDA) | 2.48% | 6.79% |
| AMD (AMD) | 5% | 5.92% |
| Visa (V) | 5.56% | 4.92% |
| Charles Schwab (SCHW) | 4.17% | 4.8% |
| Johnson & Johnson (JNJ) | 4.96% | 4.74% |
| Pfizer (PFE) | 6.31% | 4.66% |
| Civitas (CIVI) | 6.86% | 4.62% |
| Cisco (CSCO) | 3.98% | 4.38% |
| State Street Energy Select Sector SPDR ETF (XLE) | 6.08% | 4.34% |
| Air Products (APD) | 4.26% | 3.14% |
| CNBM (3323.HK) | 3.27% | 3.06% |
| PepsiCo (PEP) | 3.78% | 2.92% |
| Goldman Sachs (GS) | 1.49% | 2.38% |
Cash & Instruments Over Time
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