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Portfolio Diversification
Range
Most Diversified
16 instruments
July 20, 2023
Least Diversified
0 instruments
October 20, 2025
Average
7.6 instruments
Most Consistent Holdings
Top 5
GOOG81.24%
MSFT59.53%
AAPL56.35%
AMZN52.5%
NVDA45.92%
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 |
|---|---|---|---|---|
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 21.36% | 0% | 32.98% | 10/17/2024 |
| Apple (AAPL) | 10.58% | 21.49% | 56.35% | - |
| Alphabet (GOOG) | 10.28% | 18.57% | 81.24% | - |
| Microsoft (MSFT) | 9.52% | 23.34% | 59.53% | - |
 Occidental (OXY) | 7.97% | 0% | 24.36% | 2/27/2024 |
| NVIDIA (NVDA) | 6.81% | 17.45% | 45.92% | - |
 ASML (ASML) | 5.2% | 0% | 19.89% | 8/11/2025 |
 iShares US Treasury Bond ETF (GOVT) | 5.12% | 0% | 30.86% | 6/4/2024 |
| Amazon (AMZN) | 4.31% | 13.78% | 52.5% | - |
 Coca-Cola (KO) | 1.61% | 0% | 38.65% | 6/4/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 1.56% | 5.37% | 33.51% | - |
 Adobe (ADBE) | 1.47% | 0% | 4.84% | 12/12/2024 |
 Oracle (ORCL) | 1.46% | 0% | 22.31% | 11/18/2025 |
 BHP (BHP) | 1.38% | 0% | 4.39% | 3/1/2023 |
 Visa (V) | 1.19% | 0% | 11.65% | 8/30/2024 |
 Tyson Foods (TSN) | 1.08% | 0% | 33.89% | 4/1/2024 |
 Meta (META) | 0.88% | 0% | 23.3% | 1/5/2026 |
 Verizon (VZ) | 0.81% | 0% | 40.77% | 7/2/2024 |
 Mondelez (MDLZ) | 0.62% | 0% | 4.08% | 2/4/2025 |
 Bank of America (BAC) | 0.56% | 0% | 2.87% | 11/5/2024 |
 Chevron (CVX.US) | 0.53% | 0% | 10.82% | 4/21/2026 |
 Thermo Fisher (TMO) | 0.47% | 0% | 3.56% | 1/7/2025 |
 Marriott (MAR) | 0.47% | 0% | 6.88% | 10/9/2024 |
 Berkshire Hathaway (BRK.B) | 0.43% | 0% | 7.34% | 11/6/2024 |
 Leidos (LDOS) | 0.42% | 0% | 4.61% | 2/11/2025 |
 PepsiCo (PEP) | 0.29% | 0% | 4.08% | 2/4/2025 |
 Linde (LIN) | 0.29% | 0% | 5.67% | 2/4/2025 |
 Tesla (TSLA) | 0.27% | 0% | 2.34% | 6/5/2025 |
 Johnson & Johnson (JNJ) | 0.25% | 0% | 3.25% | 1/22/2025 |
 Eli Lilly (LLY) | 0.21% | 0% | 2.72% | 12/10/2024 |
 Vanguard Real Estate ETF (VNQ) | 0.2% | 0% | 5.22% | 8/7/2023 |
 ExxonMobil (XOM) | 0.16% | 0% | 1.21% | 8/1/2024 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.14% | 0% | 10.36% | 11/16/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.12% | 0% | 9.68% | 7/27/2023 |
 TSMC (TSM) | 0.11% | 0% | 0.91% | 10/14/2024 |
 Palantir (PLTR) | 0.1% | 0% | 3.25% | 7/14/2026 |
 Walmart (WMT) | 0.08% | 0% | 4.92% | 5/2/2025 |
 iShares Select Dividend ETF (DVY) | 0.05% | 0% | 3.03% | 8/7/2023 |
 Novo-Nordisk (NVO) | 0.03% | 0% | 0.15% | 11/21/2024 |
 Kenon (KEN) | 0.02% | 0% | 4.01% | 4/4/2023 |
 AMD (AMD) | 0.02% | 0% | 0.08% | 11/6/2024 |
 Bitcoin (BTC) | 0.01% | 0% | 3.03% | 10/23/2023 |
 Ally (ALLY) | 0.01% | 0% | 2.87% | 2/9/2023 |
 Omnicom (OMC) | 0.01% | 0% | 6.58% | 10/24/2023 |
 Edwards Lifesciences (EW) | 0.01% | 0% | 5.98% | 10/24/2023 |
 Karuna Therapeutics, Inc (KRTX) | 0.01% | 0% | 6.43% | 10/24/2023 |
 Ethereum (ETH) | 0% | 0% | 3.1% | 11/1/2023 |
 Celanese (CE) | 0% | 0% | 0.68% | 1/10/2023 |
 Honeywell (HON) | 0% | 0% | 2.87% | 9/14/2023 |
 Equifax (EFX) | 0% | 0% | 2.34% | 8/29/2023 |
 Nike (NKE) | 0% | 0% | 0.61% | 12/29/2025 |
 Altria (MO) | 0% | 0% | 1.21% | 8/28/2023 |
 Activision Blizzard, Inc. (ATVI) | 0% | 0% | 0.23% | 1/4/2023 |
 AT&T (T.US) | 0% | 0% | 0.76% | 7/24/2023 |
 Biogen (BIIB) | 0% | 0% | 0.61% | 8/2/2023 |
 Cedar Fair (FUN.US) | 0% | 0% | 0.61% | 7/27/2023 |
 Bristol-Myers Squibb (BMY) | 0% | 0% | 0.53% | 7/21/2023 |
 Masimo (MASI) | 0% | 0% | 0.53% | 7/26/2023 |
 Raytheon (RTX) | 0% | 0% | 0.45% | 7/31/2023 |
 General Mills (GIS) | 0% | 0% | 0.38% | 7/24/2023 |
 Churchill Downs (CHDN) | 0% | 0% | 0.3% | 8/4/2023 |
 Progressive (PGR) | 0% | 0% | 0.23% | 7/17/2023 |
 UnitedHealth (UNH) | 0% | 0% | 0.15% | 7/14/2023 |
 Iridium (IRDM) | 0% | 0% | 0.08% | 7/28/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 20.62% | 26.37% |
| Apple (AAPL) | 26.33% | 25.92% |
| Microsoft (MSFT) | 19.39% | 17.47% |
| NVIDIA (NVDA) | 16.38% | 16.04% |
| Amazon (AMZN) | 12.57% | 10.56% |
| Meta (META) | 4.71% | 3.65% |
Cash & Instruments Over Time
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