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Portfolio Diversification
Range
Most Diversified
16 instruments
July 20, 2023
Least Diversified
0 instruments
October 20, 2025
Average
7.8 instruments
Most Consistent Holdings
Top 5
GOOG79.35%
MSFT54.97%
AAPL51.4%
AMZN47.07%
VZ45.79%
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) | 23.99% | 0% | 37.04% | 10/17/2024 |
| Apple (AAPL) | 9.11% | 26.15% | 51.4% | - |
 Occidental (OXY) | 8.95% | 0% | 27.36% | 2/27/2024 |
| Alphabet (GOOG) | 8.69% | 26.66% | 79.35% | - |
| Microsoft (MSFT) | 8.58% | 15.91% | 54.97% | - |
 ASML (ASML) | 5.85% | 0% | 22.34% | 8/11/2025 |
 iShares US Treasury Bond ETF (GOVT) | 5.75% | 0% | 34.66% | 6/4/2024 |
 NVIDIA (NVDA) | 5.68% | 16.29% | 39.68% | - |
| Amazon (AMZN) | 3.24% | 10.42% | 47.07% | - |
 Coca-Cola (KO) | 1.81% | 0% | 43.42% | 6/4/2024 |
 Adobe (ADBE) | 1.65% | 0% | 5.44% | 12/12/2024 |
 Oracle (ORCL) | 1.65% | 0% | 25.06% | 11/18/2025 |
 BHP (BHP) | 1.55% | 0% | 4.93% | 3/1/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 1.41% | 0% | 29.4% | 12/20/2023 |
 Visa (V) | 1.34% | 0% | 13.08% | 8/30/2024 |
 Tyson Foods (TSN) | 1.21% | 0% | 38.06% | 4/1/2024 |
 Meta (META) | 0.99% | 0% | 26.17% | 1/5/2026 |
| Verizon (VZ) | 0.9% | 0% | 45.79% | 7/2/2024 |
 Mondelez (MDLZ) | 0.69% | 0% | 4.59% | 2/4/2025 |
 Bank of America (BAC) | 0.63% | 0% | 3.23% | 11/5/2024 |
 Chevron (CVX) | 0.53% | 4.57% | 10.71% | - |
 Thermo Fisher (TMO) | 0.52% | 0% | 3.99% | 1/7/2025 |
 Marriott (MAR) | 0.52% | 0% | 7.73% | 10/9/2024 |
 Berkshire Hathaway (BRK.B) | 0.48% | 0% | 8.24% | 11/6/2024 |
 Leidos (LDOS) | 0.47% | 0% | 5.18% | 2/11/2025 |
 PepsiCo (PEP) | 0.33% | 0% | 4.59% | 2/4/2025 |
 Linde (LIN) | 0.32% | 0% | 6.37% | 2/4/2025 |
 Tesla (TSLA) | 0.31% | 0% | 2.63% | 6/5/2025 |
 Johnson & Johnson (JNJ) | 0.28% | 0% | 3.65% | 1/22/2025 |
 Eli Lilly (LLY) | 0.24% | 0% | 3.06% | 12/10/2024 |
 Vanguard Real Estate ETF (VNQ) | 0.22% | 0% | 5.86% | 8/7/2023 |
 ExxonMobil (XOM) | 0.18% | 0% | 1.36% | 8/1/2024 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.16% | 0% | 11.64% | 11/16/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.13% | 0% | 10.88% | 7/27/2023 |
 TSMC (TSM) | 0.12% | 0% | 1.02% | 10/14/2024 |
 Walmart (WMT) | 0.09% | 0% | 5.52% | 5/2/2025 |
 iShares Select Dividend ETF (DVY) | 0.05% | 0% | 3.4% | 8/7/2023 |
 Novo-Nordisk (NVO) | 0.03% | 0% | 0.17% | 11/21/2024 |
 Kenon (KEN) | 0.02% | 0% | 4.5% | 4/4/2023 |
 AMD (AMD) | 0.02% | 0% | 0.08% | 11/6/2024 |
 Bitcoin (BTC) | 0.02% | 0% | 3.4% | 10/23/2023 |
 Ally (ALLY) | 0.01% | 0% | 3.23% | 2/9/2023 |
 Omnicom (OMC) | 0.01% | 0% | 7.39% | 10/24/2023 |
 Edwards Lifesciences (EW) | 0.01% | 0% | 6.71% | 10/24/2023 |
 Karuna Therapeutics, Inc (KRTX) | 0.01% | 0% | 7.22% | 10/24/2023 |
 Ethereum (ETH) | 0% | 0% | 3.48% | 11/1/2023 |
 Celanese (CE) | 0% | 0% | 0.76% | 1/10/2023 |
 Honeywell (HON) | 0% | 0% | 3.23% | 9/14/2023 |
 Equifax (EFX) | 0% | 0% | 2.63% | 8/29/2023 |
 Nike (NKE) | 0% | 0% | 0.68% | 12/29/2025 |
 Altria (MO) | 0% | 0% | 1.36% | 8/28/2023 |
 Activision Blizzard, Inc. (ATVI) | 0% | 0% | 0.25% | 1/4/2023 |
 AT&T (T) | 0% | 0% | 0.85% | 7/24/2023 |
 Biogen (BIIB) | 0% | 0% | 0.68% | 8/2/2023 |
 Cedar Fair (FUN) | 0% | 0% | 0.68% | 7/27/2023 |
 Bristol-Myers Squibb (BMY) | 0% | 0% | 0.59% | 7/21/2023 |
 Masimo (MASI) | 0% | 0% | 0.59% | 7/26/2023 |
 Raytheon (RTX) | 0% | 0% | 0.51% | 7/31/2023 |
 General Mills (GIS) | 0% | 0% | 0.42% | 7/24/2023 |
 Churchill Downs (CHDN) | 0% | 0% | 0.34% | 8/4/2023 |
 Progressive (PGR) | 0% | 0% | 0.25% | 7/17/2023 |
 UnitedHealth (UNH) | 0% | 0% | 0.17% | 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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