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Portfolio Diversification
Range
Most Diversified
21 instruments
October 2, 2025
Least Diversified
4 instruments
January 4, 2023
Average
14.2 instruments
Most Consistent Holdings
Top 5
MSFT100%
NVDA98.81%
RIVN97.79%
AMZN95.06%
SBUX70.04%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 4, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 14.58% | 7.48% | 100% | - |
| NVIDIA (NVDA) | 13.91% | 5.67% | 98.81% | - |
| Amazon (AMZN) | 11.87% | 6.95% | 95.06% | - |
| Starbucks (SBUX) | 8.21% | 7.34% | 70.04% | - |
| Rivian (RIVN) | 6.01% | 6.63% | 97.79% | - |
 Apple (AAPL) | 4.79% | 0% | 62.21% | 1/13/2025 |
 Tesla (TSLA) | 4.45% | 0% | 31.83% | 1/19/2024 |
 UnitedHealth (UNH) | 3.81% | 6.8% | 53.45% | - |
 Alphabet (GOOG) | 3.12% | 5.27% | 67.06% | - |
 Pfizer (PFE) | 2.52% | 4.55% | 53.79% | - |
 Costco (COST) | 2.46% | 2.96% | 60.51% | - |
 Eli Lilly (LLY) | 2.43% | 6.89% | 43.57% | - |
 Coca-Cola (KO) | 2.4% | 2.62% | 68.17% | - |
 Nike (NKE) | 2.31% | 2.38% | 67.32% | - |
 ASML (ASML.NV) | 2.11% | 0% | 24.68% | 1/19/2024 |
 Citi (C) | 1.91% | 6.13% | 36% | - |
 Medical Properties Trust (MPT) | 1.65% | 0% | 54.55% | 10/8/2025 |
 Philip Morris (PM) | 1.51% | 3.61% | 41.19% | - |
 Disney (DIS) | 1.35% | 0% | 26.98% | 2/20/2024 |
 SPDR Gold (GLD) | 1.18% | 12.11% | 17.96% | - |
 iShares Silver Trust (SLV) | 1.06% | 8.9% | 15.57% | - |
 American Express (AXP) | 0.91% | 0% | 33.19% | 10/8/2025 |
 Realty Income (O) | 0.82% | 0% | 50.3% | 3/3/2026 |
 Reddit Inc (RDDT) | 0.77% | 2.42% | 32.85% | - |
 Ally (ALLY) | 0.76% | 1.25% | 44.6% | - |
 Mastercard (MA) | 0.51% | 0% | 30.81% | 1/29/2024 |
 TSMC (TSM) | 0.4% | 0% | 6.98% | 3/28/2023 |
 FedEx (FDX) | 0.37% | 0% | 13.7% | 12/17/2024 |
 Chevron (CVX) | 0.3% | 0% | 13.28% | 11/11/2024 |
 Shopify (SHOP) | 0.04% | 0% | 3.91% | 6/25/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Silver Trust (SLV) | 7.85% | 8.08% |
| Eli Lilly (LLY) | 6.82% | 7.8% |
| Microsoft (MSFT) | 6.87% | 7.75% |
| NVIDIA (NVDA) | 4.13% | 7.71% |
| Amazon (AMZN) | 5.55% | 7.7% |
| Rivian (RIVN) | 7.5% | 7.69% |
| UnitedHealth (UNH) | 12.31% | 7.25% |
| SPDR Gold (GLD) | 8.25% | 7.1% |
| Starbucks (SBUX) | 8.78% | 6.92% |
| Citi (C) | 4.61% | 6.27% |
| Alphabet (GOOG) | 2.35% | 4.09% |
| Pfizer (PFE) | 5.65% | 4.01% |
| Philip Morris (PM) | 4.16% | 3.72% |
| Nike (NKE) | 4.86% | 3.43% |
| Reddit Inc (RDDT) | 1.51% | 2.67% |
| Costco (COST) | 2.97% | 2.59% |
| Coca-Cola (KO) | 2.65% | 2.43% |
| Ally (ALLY) | 1.41% | 1.43% |
| Realty Income (O) | 1.78% | 1.35% |
Cash & Instruments Over Time
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