Portfolio Diversification
Range
Most Diversified
29 instruments
May 10, 2025
Least Diversified
0 instruments
August 14, 2023
Average
17 instruments
Most Consistent Holdings
Top 5
META99.88%
AMZN96.46%
COST95.17%
SPX50081.13%
IBIT78.54%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 14, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Costco (COST) | 16.9% | 8.54% | 95.17% | - |
 FirstCash (FCFS) | 7.93% | 0% | 18.4% | 6/14/2024 |
| Meta (META) | 7.1% | 5.7% | 99.88% | - |
 NVIDIA (NVDA) | 7.01% | 12.66% | 77.59% | - |
| Amazon (AMZN) | 5.31% | 2.28% | 96.46% | - |
| SPX500 Index (Non Expiry) (SPX500) | 4.29% | 6.4% | 81.13% | - |
 Tesla (TSLA) | 4.19% | 3.19% | 62.97% | - |
 triangulacapital | 4.02% | 2.38% | 56.96% | - |
| iShares Bitcoin Trust (IBIT) | 3.54% | 1.72% | 78.54% | - |
 Alibaba (BABA) | 3.36% | 6.6% | 58.14% | - |
 XRP (XRP) | 3.05% | 3.63% | 47.17% | - |
 Apple (AAPL) | 2.93% | 2.42% | 64.27% | - |
 thomaspj | 2.62% | 7.98% | 46.7% | - |
 StanleyDruck13F | 2.59% | 0% | 41.27% | 4/4/2025 |
 Berkshire Hathaway (BRK.B) | 2.17% | 2.06% | 57.55% | - |
 BlackStone (BX) | 1.99% | 0% | 45.05% | 5/28/2025 |
 Walmart (WMT) | 1.94% | 3.65% | 50.83% | - |
 O'Shares US Quality Dividend ETF (OUSA) | 1.81% | 1.16% | 68.75% | - |
 Shell (SHEL) | 1.8% | 0% | 18.51% | 1/22/2024 |
 AI-Revolution | 1.6% | 2.49% | 46.7% | - |
 Coca-Cola (KO) | 1.6% | 1.25% | 61.44% | - |
 Bank of America (BAC) | 1% | 3.15% | 29.83% | - |
 BYD (01211.HK) | 0.88% | 0% | 25.83% | 11/14/2025 |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 0.8% | 0% | 15.68% | 11/15/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.73% | 0% | 35.97% | 7/29/2025 |
 Alphabet (GOOG) | 0.7% | 4.99% | 25.83% | - |
 SAP (SAP) | 0.69% | 0% | 25.35% | 10/29/2025 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.56% | 3.16% | 29.48% | - |
 Ameris Bank (ABCB) | 0.45% | 1.43% | 29.48% | - |
 Private-Equity | 0.4% | 0% | 20.4% | 5/2/2025 |
 Ethereum (ETH) | 0.4% | 0% | 4.95% | 12/20/2024 |
 DayByDayEquities | 0.36% | 1.13% | 27.48% | - |
 Vanguard S&P 500 ETF (VOO) | 0.35% | 1.18% | 26.3% | - |
 Bitcoin (BTC) | 0.35% | 4.67% | 6.96% | - |
 AMD (AMD) | 0.32% | 0% | 9.2% | 11/7/2024 |
 Nike (NKE) | 0.29% | 0% | 19.46% | 12/9/2025 |
 CPHequities | 0.27% | 0% | 6.01% | 11/21/2024 |
 Hims & Hers (HIMS) | 0.25% | 0% | 12.97% | 8/20/2025 |
 Take-Two (TTWO) | 0.22% | 1.9% | 10.5% | - |
 iShares Semiconductor ETF (SOXX) | 0.2% | 0% | 10.38% | 5/12/2025 |
 Volkswagen (VOW3.DE) | 0.19% | 0% | 2.48% | 9/9/2024 |
 BitcoinWorldWide | 0.18% | 0% | 2.59% | 4/30/2024 |
 Estee Lauder (EL) | 0.1% | 0% | 6.6% | 5/12/2025 |
 Rocket Lab (RKLB) | 0.1% | 1.27% | 8.73% | - |
 McDonald's (MCD) | 0.09% | 0% | 2.95% | 11/18/2024 |
 Hawaiian Electric (HE) | 0.05% | 0% | 0.47% | 8/25/2023 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.05% | 2.96% | 1.53% | - |
 Home Depot (HD) | 0.04% | 0% | 4.13% | 12/9/2025 |
 MicroStrategy (MSTR) | 0.03% | 0% | 2.71% | 8/21/2025 |
 Official Trump (Experimental) (TRUMP) | 0% | 0% | 0.24% | 1/22/2025 |
 Sunrise Communications AG (SNREY) | 0% | 0% | 20.99% | 5/12/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Costco (COST) | 10.85% | 12.34% |
| Tesla (TSLA) | 8.32% | 12.19% |
| StanleyDruck13F | 10.31% | 8.34% |
| XRP (XRP) | 3.41% | 6.82% |
| thomaspj | 7.71% | 6.24% |
| NVIDIA (NVDA) | 5.08% | 5.66% |
| Apple (AAPL) | 5.27% | 4.98% |
| SPX500 Index (Non Expiry) (SPX500) | 5.81% | 4.96% |
| BlackStone (BX) | 5.23% | 4.91% |
| AI-Revolution | 5.75% | 4.64% |
| Berkshire Hathaway (BRK.B) | 5.72% | 4.63% |
| iShares Bitcoin Trust (IBIT) | 2.73% | 4.09% |
| Walmart (WMT) | 4.01% | 3.65% |
| Meta (META) | 2.47% | 2.56% |
| Coca-Cola (KO) | 3.16% | 2.53% |
| O'Shares US Quality Dividend ETF (OUSA) | 2.73% | 2.43% |
| Amazon (AMZN) | 3.03% | 2.35% |
| Alibaba (BABA) | 2.8% | 2.31% |
| Schwab US Dividend Equity ETF (SCHD) | 2.85% | 2.25% |
| Private-Equity | 2.78% | 2.17% |
| Sunrise Communications AG (SNREY) | 0% | 0.01% |