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Portfolio Diversification
Range
Most Diversified
31 instruments
June 26, 2024
Least Diversified
0 instruments
April 4, 2026
Average
24.7 instruments
Most Consistent Holdings
Top 5
NVDA99.88%
GOOG99.26%
AMZN98.88%
VICI98.01%
MSFT97.52%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 18, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Schwab US Dividend Equity ETF (SCHD) | 19.47% | 29.21% | 90.32% | - |
| NVIDIA (NVDA) | 11.2% | 5.81% | 99.88% | - |
| Microsoft (MSFT) | 7.44% | 5.3% | 97.52% | - |
 Nike (NKE) | 6.42% | 7.68% | 94.04% | - |
 Visa (V) | 5.5% | 4.05% | 97.39% | - |
| Amazon (AMZN) | 5.22% | 8.56% | 98.88% | - |
| Alphabet (GOOG) | 5.11% | 5.28% | 99.26% | - |
 Starbucks (SBUX) | 4.46% | 0% | 96.4% | 3/26/2026 |
 PepsiCo (PEP) | 3.52% | 2.57% | 96.65% | - |
 e.l.f. (ELF) | 2.86% | 5.16% | 90.69% | - |
 Arista (ANET) | 2.78% | 1.51% | 97.39% | - |
 Hershey (HSY) | 2.5% | 0% | 94.79% | 3/20/2026 |
| VICI Properties (VICI) | 2.35% | 1.4% | 98.01% | - |
 Realty Income (O) | 2.26% | 2.6% | 94.91% | - |
 ASML (ASML) | 1.94% | 4.93% | 76.8% | - |
 Mastercard (MA) | 1.89% | 0.96% | 94.42% | - |
 Procter & Gamble (PG) | 1.73% | 1.28% | 94.67% | - |
 Apple (AAPL) | 1.61% | 0% | 45.29% | 1/24/2025 |
 Agree Realty (ADC) | 1.47% | 0.23% | 81.89% | - |
 AbbVie (ABBV) | 1.47% | 1.09% | 81.89% | - |
 Meta (META) | 1.42% | 2.93% | 84.37% | - |
 Crowdstrike (CRWD) | 1.26% | 0% | 77.17% | 10/15/2025 |
 AMD (AMD) | 1.09% | 2.59% | 50.87% | - |
 Waste Management (WM) | 0.81% | 0% | 95.41% | 3/19/2026 |
 PayPal (PYPL) | 0.69% | 0.94% | 94.79% | - |
 Shopify (SHOP) | 0.54% | 0.7% | 55.96% | - |
 SoFi (SOFI) | 0.38% | 0% | 15.63% | 7/8/2024 |
 Home Depot (HD) | 0.12% | 0% | 14.14% | 6/28/2024 |
 Ethereum (ETH) | 0.09% | 0% | 78.04% | 10/10/2025 |
 Tesla (TSLA) | 0.08% | 0% | 8.81% | 7/9/2024 |
 Salesforce (CRM) | 0.08% | 3.62% | 3.85% | - |
 Chipotle (CMG) | 0.07% | 0% | 12.78% | 5/20/2024 |
 Rivian (RIVN) | 0.07% | 0% | 15.76% | 11/14/2024 |
 Solana (SOL) | 0.03% | 0% | 4.71% | 11/4/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.03% | 0% | 0.5% | 2/2/2024 |
 Johnson & Johnson (JNJ) | 0.03% | 0% | 5.96% | 5/22/2024 |
 Caterpillar (CAT) | 0.02% | 0% | 0.87% | 2/9/2024 |
 Uber (UBER) | 0.02% | 0% | 0.99% | 2/14/2024 |
 Liquidia (LQDA) | 0.02% | 0% | 5.83% | 4/3/2024 |
 Palantir (PLTR) | 0.01% | 0% | 4.96% | 7/9/2024 |
 The Cheesecake Factory (CAKE) | 0.01% | 0% | 3.1% | 6/28/2024 |
 U-Haul (UHAL) | 0.01% | 0% | 1.12% | 2/16/2024 |
 Applied Digital (APLD) | 0.01% | 0% | 0.74% | 2/12/2024 |
 JPMorgan (JPM) | 0.01% | 0% | 3.85% | 5/10/2024 |
 Altria (MO) | 0% | 0% | 2.85% | 5/3/2024 |
 CVS Health (CVS) | 0% | 0% | 0.37% | 2/9/2024 |
 fuboTV (FUBO) | 0% | 0% | 1.99% | 4/25/2024 |
 Verizon (VZ) | 0% | 0% | 0.5% | 3/1/2024 |
 Roblox (RBLX) | 0% | 0% | 0.12% | 2/7/2024 |
 Volkswagen (VOW3.DE) | 0% | 0% | 1.24% | 7/5/2024 |
 GameStop (GME) | 0% | 0% | 0.12% | 5/17/2024 |
 GameStop (GME.RTH) | 0% | 0% | 0.12% | 6/7/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 33.83% | 29.47% |
| Nike (NKE) | 10.45% | 8.27% |
| Amazon (AMZN) | 7.7% | 7.8% |
| NVIDIA (NVDA) | 2.81% | 7.01% |
| Alphabet (GOOG) | 4.1% | 6.44% |
| Microsoft (MSFT) | 4.89% | 4.96% |
| ASML (ASML) | 3.68% | 4.57% |
| Visa (V) | 3.87% | 4.2% |
| e.l.f. (ELF) | 4.33% | 3.01% |
| PepsiCo (PEP) | 3.29% | 2.7% |
| Realty Income (O) | 2.85% | 2.51% |
| Starbucks (SBUX) | 2.68% | 2.37% |
| AMD (AMD) | 0.88% | 1.83% |
| Arista (ANET) | 1.07% | 1.79% |
| Meta (META) | 1.64% | 1.68% |
| Procter & Gamble (PG) | 1.92% | 1.47% |
| VICI Properties (VICI) | 1.78% | 1.44% |
| AbbVie (ABBV) | 1.17% | 1.37% |
| Mastercard (MA) | 1.17% | 1.27% |
| Shopify (SHOP) | 0.59% | 1.1% |
| Agree Realty (ADC) | 1.03% | 1.05% |
| Hershey (HSY) | 1.14% | 0.93% |
| PayPal (PYPL) | 0.71% | 0.6% |
| Waste Management (WM) | 0.37% | 0.38% |
Cash & Instruments Over Time
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