Portfolio Diversification
Range
Most Diversified
32 instruments
May 10, 2022
Least Diversified
0 instruments
February 2, 2025
Average
29.1 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
META99.91%
DIS99.91%
JPM99.91%
PFE99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Simon (SPG) | 13.09% | 0% | 99.91% | 2/1/2025 |
 Microsoft (MSFT) | 7.9% | 0% | 99.27% | 2/1/2025 |
 Alphabet (GOOG) | 7.63% | 0% | 99.64% | 2/1/2025 |
| Meta (META) | 7.06% | 0% | 99.91% | 2/1/2025 |
 Raytheon (RTX) | 5.5% | 0% | 99.91% | 2/1/2025 |
 AbbVie (ABBV) | 5.48% | 0% | 99.91% | 2/1/2025 |
 VICI Properties (VICI) | 4.45% | 0% | 99.91% | 2/1/2025 |
| JPMorgan (JPM) | 4.3% | 0% | 99.91% | 2/1/2025 |
| Apple (AAPL) | 4.06% | 0% | 99.91% | 2/1/2025 |
| Disney (DIS) | 3.28% | 0% | 99.91% | 2/1/2025 |
| Pfizer (PFE) | 3.12% | 0% | 99.91% | 2/1/2025 |
 Kroger (KR) | 3.05% | 0% | 99.91% | 2/1/2025 |
 Salesforce (CRM) | 3.03% | 0% | 99.91% | 2/1/2025 |
 Realty Income (O) | 2.97% | 0% | 99.91% | 2/1/2025 |
 Ethereum (ETH) | 2.95% | 0% | 99.91% | 2/1/2025 |
 Solana (SOL) | 2.48% | 0% | 99.91% | 2/1/2025 |
 Volkswagen (VOW3.DE) | 2.36% | 0% | 99.91% | 2/1/2025 |
 Visa (V) | 2.35% | 0% | 99.91% | 2/1/2025 |
 Lumen (LUMN) | 2.01% | 0% | 99.91% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 1.76% | 0% | 47.63% | 2/1/2025 |
 Digital Realty (DLR) | 1.61% | 0% | 99.91% | 2/1/2025 |
 NVIDIA (NVDA) | 1.48% | 0% | 68.7% | 2/22/2024 |
 Ford (F) | 1.2% | 0% | 82.57% | 7/25/2024 |
 Block Inc. (XYZ) | 0.9% | 0% | 99.91% | 2/1/2025 |
 Energy Transfer (ET) | 0.83% | 0% | 31.02% | 12/28/2022 |
 AT&T (T) | 0.58% | 0% | 56.66% | 10/13/2023 |
 Verizon (VZ) | 0.55% | 0% | 56.66% | 10/13/2023 |
 Store Capital Corp. (STOR) | 0.51% | 0% | 34.49% | 2/6/2023 |
 Texas Roadhouse (TXRH) | 0.49% | 0% | 43.25% | 2/1/2025 |
 PayPal (PYPL) | 0.4% | 0% | 96.81% | 2/1/2025 |
 AMD (AMD) | 0.36% | 0% | 88.23% | 2/1/2025 |
 HDFC (HDB) | 0.31% | 0% | 91.15% | 2/1/2025 |
 ExxonMobil (XOM) | 0.18% | 0% | 6.66% | 3/15/2022 |
 HSBC (HSBC) | 0.12% | 0% | 5.93% | 3/7/2022 |
 Warner Bros Discovery (WBD) | 0.12% | 0% | 82.76% | 11/6/2024 |
 Twitter (TWTR) | 0.06% | 0% | 16.7% | 10/28/2022 |
 AGNC (AGNC) | 0.04% | 0% | 2.83% | 1/31/2022 |
 Oklo (OKLO) | 0% | 0% | 0.36% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Simon (SPG) | 5.44% | 12.59% |
| Meta (META) | 6.46% | 10.04% |
| Alphabet (GOOG) | 8.61% | 8.29% |
| Microsoft (MSFT) | 8.11% | 7.88% |
| SPDR S&P 500 ETF (SPY) | 8.13% | 6.42% |
| Solana (SOL) | 3.01% | 5.71% |
| Raytheon (RTX) | 3.59% | 4.75% |
| JPMorgan (JPM) | 3.59% | 4.73% |
| AbbVie (ABBV) | 3.6% | 4.65% |
| Apple (AAPL) | 3.86% | 4.36% |
| VICI Properties (VICI) | 5.02% | 3.4% |
| Salesforce (CRM) | 3.59% | 3.37% |
| Ethereum (ETH) | 3.59% | 3.22% |
| Kroger (KR) | 2.87% | 3.2% |
| Disney (DIS) | 5.27% | 2.61% |
| Visa (V) | 2.15% | 2.16% |
| Realty Income (O) | 2.51% | 1.86% |
| Lumen (LUMN) | 5.28% | 1.83% |
| Digital Realty (DLR) | 1.79% | 1.61% |
| Pfizer (PFE) | 2.87% | 1.47% |
| Volkswagen (VOW3.DE) | 3.59% | 1.29% |
| Texas Roadhouse (TXRH) | 0.86% | 1.14% |
| Block Inc. (XYZ) | 2.15% | 0.74% |
| PayPal (PYPL) | 0.72% | 0.33% |
| AMD (AMD) | 0.33% | 0.31% |
| HDFC (HDB) | 0.36% | 0.25% |