Portfolio Diversification
Range
Most Diversified
29 instruments
May 10, 2025
Least Diversified
0 instruments
August 14, 2023
Average
13.9 instruments
Most Consistent Holdings
Top 5
META99.85%
AMZN95.43%
COST93.75%
SPX50075.76%
IBIT72.71%
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) | 18.86% | 10.77% | 93.75% | - |
 FirstCash (FCFS) | 10.25% | 0% | 23.78% | 6/14/2024 |
| Meta (META) | 7.85% | 3.26% | 99.85% | - |
| Amazon (AMZN) | 6.1% | 2.86% | 95.43% | - |
 NVIDIA (NVDA) | 5.14% | 12.82% | 71.19% | - |
 Tesla (TSLA) | 4.76% | 1.2% | 52.44% | - |
 triangulacapital | 4.47% | 2.83% | 44.97% | - |
| iShares Bitcoin Trust (IBIT) | 3.88% | 2.66% | 72.71% | - |
| SPX500 Index (Non Expiry) (SPX500) | 3.5% | 7.62% | 75.76% | - |
 StanleyDruck13F | 3.35% | 0% | 53.35% | 4/4/2025 |
 Apple (AAPL) | 3.1% | 2.38% | 54.27% | - |
 BlackStone (BX) | 2.57% | 0% | 58.23% | 5/28/2025 |
 Alibaba (BABA) | 2.33% | 6.96% | 45.88% | - |
 Shell (SHEL) | 2.33% | 0% | 23.93% | 1/22/2024 |
 XRP (XRP) | 2.32% | 5.21% | 31.71% | - |
 Berkshire Hathaway (BRK.B) | 2% | 4.22% | 45.27% | - |
 O'Shares US Quality Dividend ETF (OUSA) | 1.96% | 1.46% | 59.76% | - |
 thomaspj | 1.77% | 4.58% | 31.71% | - |
 Coca-Cola (KO) | 1.65% | 1.72% | 50.3% | - |
 Walmart (WMT) | 1.45% | 4.19% | 36.59% | - |
 AI-Revolution | 1.27% | 3.01% | 31.71% | - |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 1.03% | 0% | 20.27% | 11/15/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.85% | 1.29% | 38.41% | - |
 Private-Equity | 0.51% | 0% | 26.37% | 5/2/2025 |
 Ethereum (ETH) | 0.51% | 0% | 6.4% | 12/20/2024 |
 AMD (AMD) | 0.41% | 0% | 11.89% | 11/7/2024 |
 BYD (01211.HK) | 0.4% | 4.16% | 8.99% | - |
 SAP (SAP) | 0.36% | 3.05% | 10.98% | - |
 CPHequities | 0.35% | 0% | 7.77% | 11/21/2024 |
 Bank of America (BAC) | 0.35% | 3.46% | 9.6% | - |
 iShares Semiconductor ETF (SOXX) | 0.26% | 0% | 13.41% | 5/12/2025 |
 Volkswagen (VOW3.DE) | 0.25% | 0% | 3.2% | 9/9/2024 |
 BitcoinWorldWide | 0.23% | 0% | 3.35% | 4/30/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.15% | 1.61% | 8.99% | - |
 Ameris Bank (ABCB) | 0.15% | 1.53% | 8.99% | - |
 Estee Lauder (EL) | 0.13% | 0% | 8.54% | 5/12/2025 |
 Hims & Hers (HIMS) | 0.12% | 2.03% | 5.49% | - |
 McDonald's (MCD) | 0.12% | 0% | 3.81% | 11/18/2024 |
 DayByDayEquities | 0.11% | 1.48% | 6.86% | - |
 Alphabet (GOOG) | 0.09% | 2.18% | 4.27% | - |
 Vanguard S&P 500 ETF (VOO) | 0.07% | 1.41% | 4.88% | - |
 Hawaiian Electric (HE) | 0.07% | 0% | 0.61% | 8/25/2023 |
 Official Trump (Experimental) (TRUMP) | 0% | 0% | 0.3% | 1/22/2025 |
 Sunrise Communications AG (SNRE) | 0% | 0% | 27.13% | 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 (SNRE) | 0% | 0.01% |