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Portfolio Diversification
Range
Most Diversified
16 instruments
March 8, 2024
Least Diversified
0 instruments
May 6, 2022
Average
9.2 instruments
Most Consistent Holdings
Top 5
UPRO80.05%
UDOW72.06%
TQQQ64.07%
SPXL59.78%
WMT40.55%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| ProShares UltraPro S&P 500 (UPRO) | 8.8% | 12.58% | 80.05% | - |
| ProShares UltraPro QQQ (TQQQ) | 6.55% | 12.95% | 64.07% | - |
| ProShares UltraPro Dow30 (UDOW) | 6.48% | 0% | 72.06% | 3/19/2026 |
| Direxion Daily S&P 500 Bull 3X (SPXL) | 4.56% | 1.79% | 59.78% | - |
| Walmart (WMT) | 1.47% | 0% | 40.55% | 2/19/2026 |
 Netflix (NFLX) | 1.27% | 0% | 31.19% | 10/22/2025 |
 Amazon (AMZN) | 1.16% | 5.79% | 31.06% | - |
 Costco (COST) | 1.04% | 0% | 29.95% | 9/22/2025 |
 JPMorgan (JPM) | 1.03% | 0% | 30.02% | 1/20/2026 |
 Direxion Daily Small Cap Bull 3X Shares (TNA) | 0.96% | 12.92% | 11.18% | - |
 Linde (LIN) | 0.88% | 0% | 24.3% | 4/4/2024 |
 Eli Lilly (LLY) | 0.78% | 4.83% | 21.31% | - |
 Wells Fargo (WFC) | 0.74% | 0% | 19.95% | 1/14/2026 |
 GE (GE) | 0.69% | 0% | 18.13% | 3/9/2026 |
 Meta (META) | 0.66% | 0% | 17.54% | 10/6/2025 |
 T-Mobile (TMUS) | 0.65% | 0% | 17.61% | 10/1/2025 |
 Apple (AAPL) | 0.53% | 5.11% | 14.04% | - |
 ProShares Short S&P500 (SH) | 0.52% | 0% | 14.81% | 2/1/2023 |
 Bank of America (BAC) | 0.49% | 0% | 13.32% | 2/24/2026 |
 Broadcom (AVGO) | 0.49% | 0% | 13.19% | 1/23/2026 |
 Microsoft (MSFT) | 0.49% | 0% | 15.85% | 1/29/2026 |
 Goldman Sachs (GS) | 0.47% | 0% | 12.48% | 2/5/2026 |
 Verizon (VZ) | 0.45% | 0% | 11.63% | 7/14/2025 |
 AT&T (T) | 0.43% | 0% | 10.72% | 10/6/2025 |
 Oracle (ORCL) | 0.4% | 0% | 10.92% | 1/10/2025 |
 Johnson & Johnson (JNJ) | 0.38% | 4% | 10.14% | - |
 Chevron (CVX) | 0.36% | 0% | 9.88% | 2/17/2023 |
 Berkshire Hathaway (BRK.B) | 0.35% | 0% | 10.98% | 2/13/2024 |
 McDonald's (MCD) | 0.33% | 0% | 8.64% | 7/30/2025 |
 ExxonMobil (XOM) | 0.31% | 0% | 8.38% | 3/13/2023 |
 Philip Morris (PM) | 0.3% | 0% | 6.37% | 7/22/2025 |
 IBM (IBM) | 0.29% | 0% | 8.58% | 7/24/2025 |
 PepsiCo (PEP) | 0.29% | 0% | 7.54% | 5/30/2023 |
 Cisco (CSCO) | 0.28% | 5.32% | 6.5% | - |
 Merck (MRK) | 0.28% | 0% | 7.67% | 7/13/2023 |
 Accenture (ACN) | 0.27% | 0% | 8.25% | 3/21/2024 |
 Raytheon (RTX) | 0.26% | 0% | 7.34% | 1/7/2026 |
 Regeneron (REGN) | 0.26% | 0% | 7.86% | 5/2/2022 |
 UnitedHealth (UNH) | 0.26% | 0% | 6.89% | 1/10/2023 |
 Abbott (ABT) | 0.25% | 0% | 5.91% | 7/17/2025 |
 Amgen (AMGN) | 0.25% | 0% | 7.67% | 8/7/2024 |
 Qualcomm (QCOM) | 0.24% | 0% | 6.63% | 11/13/2024 |
 Alphabet (GOOG) | 0.24% | 0% | 4.94% | 7/25/2024 |
 NVIDIA (NVDA) | 0.24% | 0% | 5.72% | 2/27/2026 |
 AbbVie (ABBV) | 0.2% | 4.57% | 5.07% | - |
 Salesforce (CRM) | 0.2% | 0% | 5.85% | 5/30/2024 |
 American Express (AXP) | 0.19% | 0% | 5% | 3/2/2026 |
 Alphabet (GOOGL) | 0.18% | 0% | 4.61% | 3/30/2026 |
 Intuitive Surgical (ISRG) | 0.17% | 0% | 5% | 3/4/2025 |
 Disney (DIS) | 0.16% | 0% | 4.94% | 7/23/2024 |
 Charles Schwab (SCHW) | 0.15% | 0% | 4.16% | 1/19/2023 |
 Caterpillar (CAT) | 0.14% | 0% | 4.22% | 6/14/2024 |
 Tesla (TSLA) | 0.13% | 0% | 3.57% | 2/5/2026 |
 Applied Materials (AMAT) | 0.12% | 0% | 4.16% | 7/18/2024 |
 ConocoPhillips (COP) | 0.11% | 0% | 3.38% | 11/16/2023 |
 Morgan Stanley (MS) | 0.1% | 0% | 2.34% | 3/2/2026 |
 Intuit (INTU) | 0.08% | 0% | 2.34% | 9/18/2025 |
 Danaher (DHR) | 0.08% | 0% | 2.4% | 10/28/2024 |
 Uber (UBER) | 0.08% | 0% | 2.34% | 11/20/2025 |
 Comcast (CMCSA) | 0.07% | 0% | 2.27% | 10/26/2023 |
 Adobe (ADBE) | 0.07% | 0% | 2.14% | 9/26/2023 |
 SPDR Gold (GLD) | 0.07% | 0% | 6.89% | 1/30/2026 |
 Bristol-Myers Squibb (BMY) | 0.06% | 0% | 1.82% | 12/30/2022 |
 Intel (INTC) | 0.06% | 0% | 2.4% | 3/25/2024 |
 Thermo Fisher (TMO) | 0.06% | 0% | 1.75% | 10/24/2024 |
 BlackStone (BX) | 0.05% | 0% | 1.62% | 2/11/2025 |
 ADP (ADP) | 0.05% | 0% | 1.36% | 1/21/2022 |
 AMD (AMD) | 0.04% | 0% | 1.3% | 8/2/2023 |
 KLA (KLAC) | 0.04% | 0% | 1.23% | 1/19/2022 |
 Palantir (PLTR) | 0.03% | 0% | 0.91% | 1/2/2026 |
 Union Pacific (UNP) | 0.03% | 0% | 0.91% | 4/6/2022 |
 ServiceNow (NOW) | 0.03% | 0% | 0.84% | 1/30/2025 |
 GE Vernova (GEV) | 0.02% | 0% | 3.7% | 5/31/2024 |
 Lam Research (LRCX) | 0.02% | 0% | 0.52% | 1/20/2022 |
 iShares Silver Trust (SLV) | 0.01% | 0% | 0.78% | 10/27/2025 |
 Polkadot (DOT) | 0% | 0% | 0.13% | 1/14/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| ProShares UltraPro S&P 500 (UPRO) | 9.16% | 15.4% |
| ProShares UltraPro Dow30 (UDOW) | 9.16% | 10.34% |
| Direxion Daily Small Cap Bull 3X Shares (TNA) | 9.16% | 7.87% |
| ProShares UltraPro QQQ (TQQQ) | 9.16% | 7.78% |
| Wells Fargo (WFC) | 3.66% | 3.98% |
| Bank of America (BAC) | 4.4% | 3.87% |
| Goldman Sachs (GS) | 3.66% | 3.82% |
| Raytheon (RTX) | 3.66% | 3.76% |
| Walmart (WMT) | 3.66% | 3.71% |
| Palantir (PLTR) | 4.4% | 3.68% |
| JPMorgan (JPM) | 3.66% | 3.55% |
| Johnson & Johnson (JNJ) | 3.66% | 3.4% |
| Microsoft (MSFT) | 3.66% | 3.29% |
| Direxion Daily S&P 500 Bull 3X (SPXL) | 1.83% | 1.58% |
| SPDR Gold (GLD) | 1.1% | 0.99% |
Cash & Instruments Over Time
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