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Portfolio Diversification
Range
Most Diversified
47 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
32 instruments
Most Consistent Holdings
Top 5
AAPL99.17%
SUNWQ99.17%
SPWRQ86.16%
BTC79.43%
AMZN73.6%
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 |
|---|---|---|---|---|
| Bitcoin (BTC) | 5.04% | 9.51% | 79.43% | - |
 State Street Financial Select Sector SPDR ETF (XLF) | 4.88% | 0% | 61.88% | 4/9/2025 |
| Apple (AAPL) | 4.78% | 16.87% | 99.17% | - |
 XRP (XRP) | 3.81% | 0% | 73.6% | 9/11/2025 |
 First Solar (FSLR) | 3.63% | 0% | 73.6% | 9/11/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 2.91% | 0% | 73.6% | 9/11/2025 |
 Mastercard (MA) | 2.79% | 0% | 73.6% | 9/11/2025 |
 Visa (V) | 2.6% | 0% | 73.6% | 9/11/2025 |
 Coca-Cola (KO) | 2.56% | 0% | 73.6% | 9/11/2025 |
 Wells Fargo (WFC) | 2% | 0% | 61.88% | 4/9/2025 |
 Diageo (DGE.L) | 1.84% | 0% | 73.6% | 9/11/2025 |
 Goldman Sachs (GS) | 1.39% | 0% | 61.88% | 4/9/2025 |
 US Bancorp (USB) | 1.27% | 0% | 61.88% | 4/9/2025 |
 State Street Materials Select Sector SPDR ETF (XLB) | 1.11% | 0% | 73.6% | 9/11/2025 |
 Ameriprise (AMP.US) | 1.08% | 0% | 61.88% | 4/9/2025 |
 Shopify (SHOP) | 1.04% | 0% | 59.68% | 3/11/2025 |
 Litecoin (LTC) | 1.03% | 0% | 73.6% | 9/11/2025 |
 Bank of America (BAC) | 1.03% | 0% | 61.88% | 4/9/2025 |
 Citi (C) | 0.97% | 0% | 61.88% | 4/9/2025 |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 0.93% | 0% | 59.68% | 3/11/2025 |
 JPMorgan (JPM) | 0.9% | 0% | 61.88% | 4/9/2025 |
 Humana (HUM) | 0.88% | 0% | 59.68% | 3/11/2025 |
 Disney (DIS) | 0.85% | 0% | 59.68% | 3/11/2025 |
 EA (EA) | 0.84% | 0% | 73.6% | 9/11/2025 |
 Walmart (WMT) | 0.83% | 0% | 73.6% | 9/11/2025 |
 PayPal (PYPL) | 0.78% | 0% | 59.68% | 3/11/2025 |
 DraftKings (DKNG) | 0.65% | 0% | 59.68% | 3/11/2025 |
 State Street Industrial Select Sector SPDR ETF (XLI) | 0.64% | 0% | 73.6% | 9/11/2025 |
 Procter & Gamble (PG) | 0.63% | 0% | 73.6% | 9/11/2025 |
 Colgate (CL) | 0.61% | 0% | 73.6% | 9/11/2025 |
 National Grid (NG.L) | 0.55% | 0% | 73.6% | 9/11/2025 |
 PZ Cussons (PZC.L) | 0.44% | 0% | 59.68% | 3/11/2025 |
 Invesco Solar ETF (TAN) | 0.39% | 0% | 59.68% | 3/11/2025 |
 Berkshire Hathaway (BRK.B) | 0.38% | 0% | 73.6% | 9/11/2025 |
 BNY Mellon (BNY) | 0.33% | 0% | 73.6% | 9/11/2025 |
 BlackRock (BLK) | 0.31% | 0% | 61.88% | 4/9/2025 |
 SolarEdge (SEDG) | 0.31% | 0% | 59.68% | 3/11/2025 |
| Amazon (AMZN) | 0.27% | 0% | 73.6% | 9/11/2025 |
 Bristol-Myers Squibb (BMY) | 0.22% | 0% | 61.88% | 4/9/2025 |
 Dash (DASH) | 0.22% | 0% | 59.68% | 3/11/2025 |
 Ballard Power (BLDP) | 0.2% | 0% | 59.68% | 3/11/2025 |
 KeyCorp (KEY) | 0.18% | 0% | 61.88% | 4/9/2025 |
| SunPower (SPWRQ) | 0.14% | 0% | 44.1% | 8/15/2024 |
 Pfizer (PFE) | 0.14% | 0% | 43.72% | 3/11/2025 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.11% | 0% | 7.79% | 4/17/2023 |
 Plug Power (PLUG) | 0.1% | 0% | 59.68% | 3/11/2025 |
 VAULTA (A) | 0.09% | 0% | 59.68% | 3/11/2025 |
| Sunworks (SUNWQ) | 0.06% | 0.01% | 48.94% | - |
 ExxonMobil (XOM) | 0.02% | 0% | 5.98% | 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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