Portfolio Diversification
Range
Most Diversified
21 instruments
October 2, 2025
Least Diversified
4 instruments
January 4, 2023
Average
13.7 instruments
Most Consistent Holdings
Top 5
MSFT100%
NVDA98.68%
RIVN97.55%
AMZN94.63%
AAPL68.83%
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) | 15.35% | 8.28% | 100% | - |
| NVIDIA (NVDA) | 14.65% | 8.02% | 98.68% | - |
| Amazon (AMZN) | 12.37% | 7.99% | 94.63% | - |
 Starbucks (SBUX) | 8.31% | 7.11% | 66.85% | - |
| Rivian (RIVN) | 5.98% | 4.42% | 97.55% | - |
| Apple (AAPL) | 5.3% | 0% | 68.83% | 1/13/2025 |
 Tesla (TSLA) | 4.93% | 0% | 35.22% | 1/19/2024 |
 UnitedHealth (UNH) | 3.47% | 7.45% | 48.49% | - |
 Alphabet (GOOG) | 2.94% | 4.34% | 63.56% | - |
 Costco (COST) | 2.43% | 2.8% | 56.31% | - |
 Coca-Cola (KO) | 2.39% | 2.56% | 64.78% | - |
 Pfizer (PFE) | 2.36% | 4.29% | 48.87% | - |
 ASML (ASML.NV) | 2.33% | 0% | 27.31% | 1/19/2024 |
 Nike (NKE) | 2.22% | 3.58% | 63.84% | - |
 Eli Lilly (LLY) | 1.92% | 7.5% | 37.57% | - |
 Medical Properties Trust (MPW) | 1.83% | 0% | 60.36% | 10/8/2025 |
 Disney (DIS) | 1.5% | 0% | 29.85% | 2/20/2024 |
 Citi (C) | 1.48% | 6.12% | 29.19% | - |
 Philip Morris (PM) | 1.27% | 3.66% | 34.93% | - |
 American Express (AXP) | 1.01% | 0% | 36.72% | 10/8/2025 |
 Realty Income (O) | 0.8% | 1.44% | 47.83% | - |
 Ally (ALLY) | 0.7% | 1.41% | 38.7% | - |
 Reddit Inc (RDDT) | 0.58% | 2.89% | 25.8% | - |
 Mastercard (MA) | 0.56% | 0% | 34.09% | 1/29/2024 |
 TSMC (TSM) | 0.44% | 0% | 7.72% | 3/28/2023 |
 FedEx (FDX) | 0.41% | 0% | 15.16% | 12/17/2024 |
 SPDR Gold (GLD) | 0.39% | 6.01% | 9.23% | - |
 Chevron (CVX) | 0.33% | 0% | 14.69% | 11/11/2024 |
 iShares Silver Trust (SLV) | 0.24% | 5.07% | 6.59% | - |
 Shopify (SHOP) | 0.04% | 0% | 4.33% | 6/25/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 7.81% | 16% |
| Starbucks (SBUX) | 14.22% | 12.23% |
| Microsoft (MSFT) | 11.12% | 11.02% |
| Amazon (AMZN) | 7.7% | 10.8% |
| UnitedHealth (UNH) | 10.36% | 7.93% |
| Pfizer (PFE) | 9% | 6.84% |
| Rivian (RIVN) | 5.78% | 5.15% |
| Costco (COST) | 4.81% | 4.48% |
| Alphabet (GOOG) | 3.81% | 4.04% |
| Eli Lilly (LLY) | 5.01% | 4.01% |
| Nike (NKE) | 4.22% | 3.12% |
| American Express (AXP) | 3.13% | 3.06% |
| Apple (AAPL) | 1.71% | 2.57% |
| Philip Morris (PM) | 3.19% | 2.38% |
| Coca-Cola (KO) | 2.68% | 2.25% |
| Realty Income (O) | 2.88% | 2.08% |
| Medical Properties Trust (MPW) | 2.57% | 2.03% |