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Portfolio Diversification
Range
Most Diversified
19 instruments
July 4, 2025
Least Diversified
0 instruments
December 31, 2025
Average
11.7 instruments
Most Consistent Holdings
Top 5
GOOG99.75%
NVDA93.89%
MSFT65.49%
QQQ65.49%
V63.07%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 13.25% | 17.14% | 99.75% | - |
| Visa (V) | 11.56% | 0% | 63.07% | 8/8/2025 |
| NVIDIA (NVDA) | 6.21% | 0% | 93.89% | 2/6/2026 |
 Berkshire Hathaway (BRK.B) | 4.98% | 0% | 63.07% | 8/8/2025 |
| Microsoft (MSFT) | 4.09% | 0% | 65.49% | 3/3/2025 |
 Vanguard S&P 500 ETF (VOO) | 3.91% | 0% | 46.9% | 7/24/2025 |
 Apple (AAPL) | 3.85% | 0% | 59.05% | 12/16/2024 |
 SPDR Gold (GLD) | 3.68% | 19.81% | 24.37% | - |
 Barrick (B) | 3.39% | 18.69% | 18.34% | - |
 Meta (META) | 2.92% | 0% | 51.09% | 7/24/2025 |
| Invesco QQQ (QQQ) | 2.28% | 0% | 65.49% | 3/3/2025 |
 Amazon (AMZN) | 2.23% | 0% | 41.71% | 12/17/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 2.14% | 0% | 35.93% | 3/13/2024 |
 Nike (NKE) | 2.08% | 0% | 60.55% | 1/3/2025 |
 Tesla (TSLA) | 1.94% | 0% | 23.12% | 2/17/2026 |
 Gold (Non Expiry) (GOLD) | 1.54% | 0% | 20.94% | 9/14/2023 |
 Bitcoin (BTC) | 1.44% | 0% | 31.99% | 4/25/2025 |
 Ethereum (ETH) | 1.25% | 0% | 36.6% | 10/17/2025 |
 Eli Lilly (LLY) | 1.14% | 0% | 14.91% | 2/13/2026 |
 JetBlue (JBLU) | 0.7% | 0% | 30.23% | 2/4/2026 |
 Tempus AI Inc (TEM.US) | 0.68% | 0% | 14.49% | 7/24/2025 |
 Johnson & Johnson (JNJ) | 0.68% | 0% | 16.42% | 8/2/2024 |
 Vistra (VST) | 0.53% | 0% | 13.65% | 7/24/2025 |
 TKO (TKO) | 0.46% | 0% | 7.2% | 5/7/2025 |
 Tilray (TLRY) | 0.44% | 1.99% | 15.83% | - |
 Iris Energy (IREN) | 0.43% | 5.89% | 7.96% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.42% | 0% | 14.99% | 3/13/2024 |
 Inflection Point (USAR) | 0.42% | 6.96% | 6.62% | - |
 MercadoLibre (MELI) | 0.4% | 0% | 31.57% | 8/8/2025 |
 Broadcom (AVGO) | 0.37% | 0% | 10.05% | 12/12/2025 |
 Coca-Cola (KO) | 0.35% | 0% | 6.28% | 11/29/2023 |
 Helmerich & Payne (HP) | 0.33% | 0% | 22.86% | 11/12/2025 |
 Occidental (OXY) | 0.33% | 0% | 16.25% | 7/22/2024 |
 Noble (NE) | 0.31% | 0% | 11.39% | 7/7/2025 |
 Snowflake (SNOW) | 0.19% | 0% | 3.77% | 8/4/2025 |
 Tractor Supply (TSCO) | 0.14% | 0% | 4.19% | 7/24/2025 |
 Intel (INTC) | 0.14% | 0% | 2.51% | 9/18/2025 |
 ASML (ASML) | 0.13% | 0% | 5.36% | 9/12/2025 |
 GameStop (GME) | 0.13% | 0% | 1.34% | 6/3/2024 |
 Oxford (OXM) | 0.1% | 0% | 3.1% | 7/24/2025 |
 Applied Materials (AMAT) | 0.09% | 0% | 2.85% | 7/24/2025 |
 AMD (AMD) | 0.06% | 0% | 1.01% | 10/20/2025 |
 ARM (ARM) | 0.03% | 0% | 0.59% | 10/15/2025 |
 Palantir (PLTR) | 0.03% | 0% | 1.76% | 7/24/2025 |
 Alibaba (BABA.RTH) | 0.01% | 0% | 0.5% | 2/20/2025 |
 Viper Energy (VNOM) | 0.01% | 2.82% | 0.25% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Barrick (B) | 17.52% | 20.52% |
| SPDR Gold (GLD) | 17.53% | 17.53% |
| Alphabet (GOOG) | 10.52% | 15.8% |
| Eli Lilly (LLY) | 7.01% | 8.95% |
| NVIDIA (NVDA) | 7.01% | 7.84% |
| Tesla (TSLA) | 7.01% | 5.63% |
| Tilray (TLRY) | 7.01% | 2.61% |
| JetBlue (JBLU) | 3.51% | 2.02% |
Cash & Instruments Over Time
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