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Portfolio Diversification
Range
Most Diversified
25 instruments
January 2, 2023
Least Diversified
0 instruments
October 20, 2025
Average
22.6 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
MSFT99.91%
AMZN99.91%
CAT99.91%
T99.91%
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 |
|---|---|---|---|---|
| AT&T (T) | 15.68% | 10.62% | 99.91% | - |
| Microsoft (MSFT) | 8.02% | 7.41% | 99.91% | - |
 AMD (AMD) | 7.16% | 7.22% | 99.91% | - |
 Berkshire Hathaway (BRK.B) | 6.46% | 6.27% | 99.91% | - |
 Tesla (TSLA) | 6.04% | 7.92% | 99.91% | - |
| Apple (AAPL) | 5.43% | 5.28% | 99.91% | - |
 Visa (V) | 5.06% | 3.72% | 99.91% | - |
 PayPal (PYPL) | 3.77% | 1.95% | 99.91% | - |
 Alibaba (BABA) | 3.03% | 3.02% | 99.91% | - |
| Amazon (AMZN) | 2.77% | 1.72% | 99.91% | - |
| Caterpillar (CAT) | 2.65% | 4.24% | 99.91% | - |
 Warner Bros Discovery (WBD) | 2.55% | 4.34% | 99.91% | - |
 NVIDIA (NVDA) | 2.31% | 7.33% | 50.04% | - |
 Verizon (VZ) | 2.18% | 2.09% | 99.91% | - |
 Digital Realty (DLR) | 2% | 0% | 47.61% | 7/10/2024 |
 FedEx (FDX) | 1.55% | 0% | 33.25% | 1/25/2024 |
 Fastly (FSLY) | 1.36% | 1.08% | 99.91% | - |
 Alphabet (GOOG) | 1.33% | 4.25% | 51.09% | - |
 Starbucks (SBUX) | 1.17% | 0% | 50.57% | 8/13/2024 |
 Netflix (NFLX) | 1.16% | 2.86% | 54.48% | - |
 Nio (NIO) | 1.01% | 0.5% | 99.91% | - |
 JFrog (FROG) | 0.84% | 0% | 35.07% | 2/15/2024 |
 Palantir (PLTR) | 0.8% | 0% | 36.73% | 3/6/2024 |
 Beyond Meat (BYND) | 0.49% | 0.04% | 99.91% | - |
 Teladoc (TDOC) | 0.46% | 0.12% | 99.91% | - |
 Tilray (TLRY) | 0.16% | 0.05% | 99.91% | - |
 Canopy Growth (CGC) | 0.02% | 0% | 69.8% | 12/18/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AT&T (T) | 10.13% | 9.12% |
| Tesla (TSLA) | 4.68% | 8.74% |
| AMD (AMD) | 3.51% | 7.65% |
| NVIDIA (NVDA) | 4.68% | 7.43% |
| Microsoft (MSFT) | 3.51% | 7.37% |
| Berkshire Hathaway (BRK.B) | 3.51% | 6.43% |
| Apple (AAPL) | 2.34% | 5.44% |
| Warner Bros Discovery (WBD) | 3.83% | 4.45% |
| Alphabet (GOOG) | 2.34% | 4.38% |
| Visa (V) | 2.34% | 4.05% |
| Caterpillar (CAT) | 1.17% | 3.31% |
| Alibaba (BABA) | 4.68% | 3.29% |
| PayPal (PYPL) | 8.18% | 2.42% |
| Amazon (AMZN) | 1.17% | 1.82% |
| Verizon (VZ) | 2.34% | 1.66% |
| Fastly (FSLY) | 3.51% | 0.54% |
| Nio (NIO) | 4.68% | 0.52% |
| Teladoc (TDOC) | 4.68% | 0.16% |
| Tilray (TLRY) | 1.95% | 0.07% |
| Beyond Meat (BYND) | 4.68% | 0.04% |
| Canopy Growth (CGC) | 0.78% | 0% |
Cash & Instruments Over Time
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