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Portfolio Diversification
Range
Most Diversified
47 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
35.5 instruments
Most Consistent Holdings
Top 5
AAPL99.83%
SUNWQ99.83%
SPWRQ96.28%
AMZN82.25%
KO82.25%
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 |
|---|---|---|---|---|
 State Street Financial Select Sector SPDR ETF (XLF) | 5.46% | 0% | 69.15% | 4/9/2025 |
 Bitcoin (BTC) | 5.12% | 0% | 82.25% | 9/11/2025 |
 XRP (XRP) | 4.26% | 0% | 82.25% | 9/11/2025 |
 First Solar (FSLR) | 4.06% | 0% | 82.25% | 9/11/2025 |
| Apple (AAPL) | 3.51% | 14.9% | 99.83% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 3.26% | 0% | 82.25% | 9/11/2025 |
 Mastercard (MA) | 3.12% | 0% | 82.25% | 9/11/2025 |
 Visa (V) | 2.9% | 0% | 82.25% | 9/11/2025 |
| Coca-Cola (KO) | 2.86% | 0% | 82.25% | 9/11/2025 |
 Wells Fargo (WFC) | 2.24% | 0% | 69.15% | 4/9/2025 |
 Diageo (DGE.L) | 2.05% | 0% | 82.25% | 9/11/2025 |
 Goldman Sachs (GS) | 1.56% | 0% | 69.15% | 4/9/2025 |
 US Bancorp (USB) | 1.42% | 0% | 69.15% | 4/9/2025 |
 State Street Materials Select Sector SPDR ETF (XLB) | 1.24% | 0% | 82.25% | 9/11/2025 |
 Ameriprise (AMP.US) | 1.21% | 0% | 69.15% | 4/9/2025 |
 Shopify (SHOP) | 1.16% | 0% | 66.69% | 3/11/2025 |
 Litecoin (LTC) | 1.15% | 0% | 82.25% | 9/11/2025 |
 Bank of America (BAC) | 1.15% | 0% | 69.15% | 4/9/2025 |
 Citi (C) | 1.09% | 0% | 69.15% | 4/9/2025 |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 1.04% | 0% | 66.69% | 3/11/2025 |
 JPMorgan (JPM) | 1% | 0% | 69.15% | 4/9/2025 |
 Humana (HUM) | 0.98% | 0% | 66.69% | 3/11/2025 |
 Disney (DIS) | 0.95% | 0% | 66.69% | 3/11/2025 |
 EA (EA) | 0.94% | 0% | 82.25% | 9/11/2025 |
 Walmart (WMT) | 0.93% | 0% | 82.25% | 9/11/2025 |
 PayPal (PYPL) | 0.87% | 0% | 66.69% | 3/11/2025 |
 DraftKings (DKNG) | 0.73% | 0% | 66.69% | 3/11/2025 |
 State Street Industrial Select Sector SPDR ETF (XLI) | 0.72% | 0% | 82.25% | 9/11/2025 |
 Procter & Gamble (PG) | 0.71% | 0% | 82.25% | 9/11/2025 |
 Colgate (CL) | 0.68% | 0% | 82.25% | 9/11/2025 |
 National Grid (NG.L) | 0.62% | 0% | 82.25% | 9/11/2025 |
 PZ Cussons (PZC.L) | 0.49% | 0% | 66.69% | 3/11/2025 |
 Invesco Solar ETF (TAN) | 0.43% | 0% | 66.69% | 3/11/2025 |
 Berkshire Hathaway (BRK.B) | 0.43% | 0% | 82.25% | 9/11/2025 |
 BNY Mellon (BK) | 0.36% | 0% | 82.25% | 9/11/2025 |
 BlackRock (BLK) | 0.35% | 0% | 69.15% | 4/9/2025 |
 SolarEdge (SEDG) | 0.35% | 0% | 66.69% | 3/11/2025 |
| Amazon (AMZN) | 0.3% | 0% | 82.25% | 9/11/2025 |
 Bristol-Myers Squibb (BMY) | 0.25% | 0% | 69.15% | 4/9/2025 |
 Dash (DASH) | 0.25% | 0% | 66.69% | 3/11/2025 |
 Ballard Power (BLDP) | 0.23% | 0% | 66.69% | 3/11/2025 |
 KeyCorp (KEY) | 0.2% | 0% | 69.15% | 4/9/2025 |
| SunPower (SPWRQ) | 0.16% | 0% | 49.28% | 8/15/2024 |
 Pfizer (PFE) | 0.15% | 0% | 48.86% | 3/11/2025 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.12% | 0% | 8.71% | 4/17/2023 |
 Plug Power (PLUG) | 0.11% | 0% | 66.69% | 3/11/2025 |
 VAULTA (A) | 0.1% | 0% | 66.69% | 3/11/2025 |
| Sunworks (SUNWQ) | 0.07% | 0.01% | 43.7% | - |
 ExxonMobil (XOM) | 0.02% | 0% | 6.68% | 9/11/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 6.44% | 15.63% |
| Sunworks (SUNWQ) | 9.66% | 0% |
| SunPower (SPWRQ) | 12.88% | 0% |
Cash & Instruments Over Time
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