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Portfolio Diversification
Range
Most Diversified
42 instruments
April 15, 2025
Least Diversified
0 instruments
November 29, 2023
Average
24.9 instruments
Most Consistent Holdings
Top 5
GOOG75.83%
MSFT75.83%
META75.73%
PGR75.31%
JPM75.1%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 29, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 16.01% | 0% | 68.67% | 9/26/2025 |
 Vanguard S&P 500 ETF (VOO) | 14.32% | 0% | 50.21% | 4/4/2025 |
| Alphabet (GOOG) | 5.61% | 10.19% | 75.83% | - |
| JPMorgan (JPM) | 5.08% | 1.13% | 75.1% | - |
 Interactive Brokers Group (IBKR) | 4.67% | 10.4% | 66.08% | - |
 NVIDIA (NVDA) | 3.68% | 5.8% | 74.48% | - |
 TSMC (TSM) | 3.24% | 12.46% | 47.2% | - |
 Walmart (WMT) | 3.08% | 3.3% | 72.93% | - |
| Microsoft (MSFT) | 3.06% | 3.03% | 75.83% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 2.78% | 0% | 34.85% | 2/24/2025 |
| Meta (META) | 2.73% | 6.51% | 75.73% | - |
 Vistra (VST) | 2.57% | 5.75% | 47.61% | - |
| Progressive (PGR) | 2.36% | 3.53% | 75.31% | - |
 eToro Group LTD (ETOR) | 2.05% | 5.94% | 43.57% | - |
 NRG Energy (NRG) | 1.7% | 3.61% | 63.07% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.67% | 0% | 17.95% | 8/6/2024 |
 Apple (AAPL) | 1.56% | 0% | 44.81% | 8/25/2025 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 1.38% | 0% | 7.68% | 2/12/2024 |
 UnitedHealth (UNH) | 1.29% | 1.81% | 65.98% | - |
 American Express (AXP) | 1.28% | 0% | 46.58% | 10/29/2025 |
 BlackRock (BLK) | 1.05% | 0% | 49.59% | 3/6/2026 |
 Alphabet (GOOGL) | 1% | 2.54% | 62.03% | - |
 Lantheus (LNTH) | 0.84% | 0% | 41.91% | 5/26/2026 |
 iShares Semiconductor ETF (SOXX) | 0.78% | 0% | 27.49% | 2/24/2025 |
 Broadcom (AVGO) | 0.77% | 0% | 22.72% | 4/7/2026 |
 Oracle (ORCL) | 0.76% | 2.32% | 32.26% | - |
 Berkshire Hathaway (BRK.B) | 0.73% | 0% | 29.56% | 8/6/2025 |
 Amazon (AMZN) | 0.64% | 0% | 39.11% | 8/6/2025 |
 Chubb (CB) | 0.61% | 0% | 26.04% | 6/9/2025 |
 Adobe (ADBE) | 0.52% | 1.4% | 32.57% | - |
 PDD Holdings (PDD) | 0.49% | 0% | 30.91% | 8/7/2025 |
 Supermicro (SMCI) | 0.46% | 0.37% | 64.32% | - |
 Lennar (LEN.B) | 0.45% | 0% | 48.13% | 11/25/2025 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.43% | 0% | 6.54% | 2/1/2024 |
 D.R. Horton (DHI) | 0.38% | 0% | 28.63% | 8/1/2025 |
 iShares Core S&P US Growth (IUSG) | 0.37% | 0% | 12.86% | 8/20/2024 |
 Alibaba (BABA) | 0.32% | 0% | 16.8% | 8/8/2025 |
 Bitcoin (BTC) | 0.31% | 1.45% | 24.9% | - |
 AT&T (T.US) | 0.31% | 0% | 38.9% | 6/9/2025 |
 Constellation Energy (CEG) | 0.3% | 1.13% | 28.84% | - |
 BJ's (BJ) | 0.28% | 0% | 27.8% | 12/18/2025 |
 General Dynamics (GD) | 0.28% | 0% | 23.13% | 6/9/2025 |
 Ethereum (ETH) | 0.27% | 0.97% | 30.19% | - |
 TJX (TJX) | 0.26% | 0% | 10.79% | 10/31/2024 |
 XRP (XRP) | 0.25% | 0.83% | 30.19% | - |
 iShares Gold Trust (IAU) | 0.24% | 1.84% | 13.49% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.24% | 0% | 7.78% | 5/26/2026 |
 PayPal (PYPL) | 0.24% | 0% | 23.55% | 6/13/2025 |
 CVS Health (CVS) | 0.24% | 0% | 21.78% | 5/13/2025 |
 AerCap (AER) | 0.23% | 1.43% | 17.01% | - |
 JD.com (JD.US) | 0.22% | 0% | 20.85% | 9/24/2025 |
 Discover (DFS) | 0.21% | 0% | 14.94% | 5/20/2025 |
 Allstate (ALL) | 0.2% | 0% | 29.36% | 7/18/2025 |
 Solana (SOL) | 0.18% | 0.59% | 29.77% | - |
 GE Vernova (GEV) | 0.16% | 1.7% | 14.63% | - |
 iShares US Aerospace & Defense ETF (ITA) | 0.16% | 1.26% | 13.28% | - |
 GM (GM) | 0.15% | 0% | 9.02% | 10/15/2024 |
 GE (GE) | 0.15% | 0% | 17.63% | 2/6/2026 |
 T-Mobile (TMUS) | 0.14% | 0% | 21.06% | 5/21/2025 |
 Chevron (CVX.US) | 0.14% | 0% | 14.42% | 10/16/2024 |
 Kraft Heinz (KHC) | 0.13% | 0% | 19.5% | 5/5/2025 |
 ExxonMobil (XOM) | 0.13% | 0% | 14.32% | 10/15/2024 |
 Crocs (CROX) | 0.12% | 0% | 14.32% | 8/26/2025 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.11% | 5.18% | 4.15% | - |
 Cardano (ADA) | 0.1% | 0.28% | 30.19% | - |
 iShares Core Dividend Growth ETF (DGRO) | 0.09% | 0% | 10.89% | 7/11/2024 |
 Dogecoin (DOGE) | 0.09% | 0.21% | 30.19% | - |
 Merck (MRK) | 0.09% | 0% | 13.07% | 7/29/2025 |
 MicroStrategy (MSTR) | 0.07% | 0% | 16.39% | 5/4/2026 |
 Colgate (CL) | 0.06% | 0% | 3.11% | 10/31/2024 |
 MGP Ingredients (MGPI) | 0.06% | 0% | 9.75% | 5/2/2025 |
 Navitas Semiconductor (NVTS) | 0.05% | 0% | 16.39% | 5/2/2025 |
 Red Cat Holdings Inc (RCAT) | 0.05% | 0.68% | 7.99% | - |
 Tesla (TSLA) | 0.05% | 0% | 18.05% | 5/6/2025 |
 SAP (SAP) | 0.05% | 0.48% | 26.04% | - |
 iShares Edge MSCI USA Momentum (MTUM) | 0.04% | 0% | 2.18% | 7/11/2024 |
 Deere (DE) | 0.04% | 0% | 1.14% | 5/29/2024 |
 Rocket Lab (RKLB) | 0.04% | 0% | 5.91% | 10/30/2025 |
 Photronics (PLAB) | 0.03% | 0.49% | 5.5% | - |
 AMSC (AMSC) | 0.02% | 0.18% | 8.09% | - |
 Uber (UBER) | 0.02% | 0% | 10.06% | 12/12/2025 |
 Cameco (CCJ) | 0.02% | 0.33% | 6.33% | - |
 Under Armour (UAA) | 0.02% | 0% | 4.67% | 5/5/2025 |
 Rigetti (RGTI) | 0.02% | 0.18% | 8.92% | - |
 Shiba (in millions) (SHIBxM) | 0.02% | 0% | 7.78% | 1/4/2026 |
 ProShares UltraPro QQQ (TQQQ) | 0.01% | 0% | 0.83% | 6/16/2026 |
 ASML (ASML) | 0.01% | 0% | 6.33% | 1/5/2026 |
 Planet Labs (PL) | 0.01% | 0% | 2.39% | 12/18/2025 |
 Millrose Properties Inc (MRP) | 0% | 0% | 2.49% | 3/7/2025 |
 Micron (MU) | 0% | 0.35% | 0.93% | - |
 Capital One (COF) | 0% | 0% | 0.1% | 5/21/2025 |
 Booking (BKNG) | 0% | 0% | 1.14% | 3/6/2026 |
 NCR (VYX) | 0% | 0% | 0.31% | 3/6/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 7.86% | 9.41% |
| TSMC (TSM) | 7.03% | 8.28% |
| Interactive Brokers Group (IBKR) | 6.37% | 8.17% |
| Alphabet (GOOG) | 4.54% | 7.64% |
| JPMorgan (JPM) | 4.57% | 6.35% |
| Vistra (VST) | 7.22% | 6.01% |
| Walmart (WMT) | 4.81% | 5.66% |
| Microsoft (MSFT) | 5.6% | 5.37% |
| Meta (META) | 5.26% | 5.18% |
| eToro Group LTD (ETOR) | 8.01% | 4.94% |
| Broadcom (AVGO) | 5.23% | 4.87% |
| NRG Energy (NRG) | 3.96% | 4.27% |
| Progressive (PGR) | 4.45% | 3.52% |
| BlackRock (BLK) | 3.33% | 3.14% |
| Oracle (ORCL) | 3.76% | 2.73% |
| Adobe (ADBE) | 2.15% | 1.94% |
| Alphabet (GOOGL) | 1.14% | 1.92% |
| Lantheus (LNTH) | 2.77% | 1.91% |
| UnitedHealth (UNH) | 2.44% | 1.39% |
| GE (GE) | 1.14% | 1.15% |
| Ethereum (ETH) | 1.28% | 0.98% |
| XRP (XRP) | 1.27% | 0.92% |
| Supermicro (SMCI) | 1.02% | 0.73% |
| Bitcoin (BTC) | 0.7% | 0.64% |
| Solana (SOL) | 0.88% | 0.53% |
| MicroStrategy (MSTR) | 0.55% | 0.43% |
| Constellation Energy (CEG) | 0.34% | 0.32% |
| Dogecoin (DOGE) | 0.6% | 0.3% |
| Shiba (in millions) (SHIBxM) | 0.34% | 0.25% |
| Cardano (ADA) | 0.47% | 0.25% |
| ASML (ASML) | 0.13% | 0.12% |
| SAP (SAP) | 0.13% | 0.11% |
Cash & Instruments Over Time
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