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Portfolio Diversification
Range
Most Diversified
14 instruments
January 22, 2025
Least Diversified
0 instruments
October 20, 2025
Average
7.6 instruments
Most Consistent Holdings
Top 5
VOO99.41%
SPYG85.21%
XRP58.22%
GOOGL54.91%
SMH54.56%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 3, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 35.29% | 40.83% | 99.41% | - |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 33.31% | 0% | 85.21% | 1/26/2026 |
| VanEck Vectors Semiconductor ETF (SMH) | 7.92% | 14.46% | 54.56% | - |
 Schwab US Dividend Equity ETF (SCHD) | 3.65% | 28.56% | 14.2% | - |
 Invesco QQQ (QQQ) | 2.02% | 14.94% | 14.2% | - |
| Alphabet (GOOGL) | 2% | 0% | 54.91% | 8/8/2025 |
| XRP (XRP) | 1.92% | 1.21% | 58.22% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 1.64% | 0% | 8.52% | 1/8/2025 |
 Applied Materials (AMAT) | 1.58% | 0% | 39.64% | 1/8/2025 |
 Qualcomm (QCOM) | 1.53% | 0% | 39.41% | 1/8/2025 |
 Mueller Industries (MLI) | 1.46% | 0% | 31.12% | 10/28/2024 |
 Tecnoglass (TGLS) | 1.45% | 0% | 30.89% | 10/28/2024 |
 American Express (AXP) | 1.41% | 0% | 31.12% | 10/28/2024 |
 Encore Wire Corporation (WIRE) | 0.94% | 0% | 17.4% | 7/3/2024 |
 Microsoft (MSFT) | 0.74% | 0% | 24.97% | 8/7/2025 |
 EOG Resources (EOG) | 0.48% | 0% | 52.07% | 4/8/2026 |
 Caterpillar (CAT) | 0.37% | 0% | 23.55% | 8/8/2025 |
 D.R. Horton (DHI) | 0.27% | 0% | 23.55% | 8/8/2025 |
 Nu (NU) | 0.24% | 0% | 19.53% | 8/8/2025 |
 NVIDIA (NVDA) | 0.17% | 0% | 4.85% | 2/18/2025 |
 AMD (AMD) | 0.16% | 0% | 6.27% | 10/28/2024 |
 Walmart (WMT) | 0.14% | 0% | 3.91% | 2/10/2025 |
 Meta (META) | 0.13% | 0% | 3.91% | 2/10/2025 |
 Bitcoin (BTC) | 0.11% | 0% | 5.33% | 2/22/2025 |
 Berkshire Hathaway (BRK.B) | 0.11% | 0% | 2.49% | 2/26/2024 |
 Solana (SOL) | 0.04% | 0% | 3.79% | 2/22/2025 |
 Altria (MO) | 0.04% | 0% | 2.49% | 2/11/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 36.48% | 37.9% |
| Vanguard S&P 500 ETF (VOO) | 38.25% | 37.41% |
| VanEck Vectors Semiconductor ETF (SMH) | 20.18% | 21.62% |
| XRP (XRP) | 3.97% | 2.29% |
| EOG Resources (EOG) | 0.94% | 0.61% |
Cash & Instruments Over Time
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