Portfolio Diversification
Range
Most Diversified
32 instruments
May 10, 2022
Least Diversified
0 instruments
February 2, 2025
Average
28.9 instruments
Most Consistent Holdings
Top 5
AAPL99.92%
META99.92%
DIS99.92%
JPM99.92%
PFE99.92%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Simon (SPG) | 13.02% | 11.29% | 99.92% | - |
 Microsoft (MSFT) | 7.96% | 9.48% | 99.35% | - |
 Alphabet (GOOG) | 7.63% | 7.53% | 99.67% | - |
| Meta (META) | 7.48% | 11.53% | 99.92% | - |
 Raytheon (RTX) | 5.5% | 5.89% | 99.92% | - |
 AbbVie (ABBV) | 5.45% | 4.91% | 99.92% | - |
| JPMorgan (JPM) | 4.39% | 5.14% | 99.92% | - |
 VICI Properties (VICI) | 4.38% | 3.68% | 99.92% | - |
| Apple (AAPL) | 4.03% | 3.37% | 99.92% | - |
 Kroger (KR) | 3.11% | 3.38% | 99.92% | - |
| Disney (DIS) | 3.11% | 1.08% | 99.92% | - |
 Salesforce (CRM) | 3.02% | 2.56% | 99.92% | - |
| Pfizer (PFE) | 2.94% | 1.34% | 99.92% | - |
 Realty Income (O) | 2.87% | 1.98% | 99.92% | - |
 Ethereum (ETH) | 2.83% | 0% | 98.37% | 5/27/2025 |
 Solana (SOL) | 2.73% | 4.41% | 99.92% | - |
 Visa (V) | 2.36% | 2.37% | 99.92% | - |
 SPDR S&P 500 ETF (SPY) | 2.27% | 6.44% | 53.3% | - |
 Volkswagen (VOW3.DE) | 2.23% | 0.73% | 99.92% | - |
 Lumen (LUMN) | 1.95% | 1.37% | 99.92% | - |
 Digital Realty (DLR) | 1.6% | 1.56% | 99.92% | - |
 NVIDIA (NVDA) | 1.32% | 0% | 61.27% | 2/22/2024 |
 Ford (F) | 1.07% | 0% | 73.64% | 7/25/2024 |
 Block Inc. (XYZ) | 0.86% | 0.53% | 99.92% | - |
 Energy Transfer (ET) | 0.74% | 0% | 27.66% | 12/28/2022 |
 Texas Roadhouse (TXRH) | 0.56% | 1.14% | 49.39% | - |
 AT&T (T) | 0.52% | 0% | 50.53% | 10/13/2023 |
 Verizon (VZ) | 0.49% | 0% | 50.53% | 10/13/2023 |
 Store Capital Corp. (STOR) | 0.46% | 0% | 30.76% | 2/6/2023 |
 PayPal (PYPL) | 0.37% | 0% | 91.54% | 4/7/2025 |
 AMD (AMD) | 0.35% | 0.3% | 89.5% | - |
 HDFC (HDB) | 0.29% | 0% | 86.49% | 4/7/2025 |
 ExxonMobil (XOM) | 0.16% | 0% | 5.94% | 3/15/2022 |
 HSBC (HSBC) | 0.11% | 0% | 5.29% | 3/7/2022 |
 Oklo (OKLO) | 0.11% | 2.94% | 11.15% | - |
 Warner Bros Discovery (WBD) | 0.1% | 0% | 73.8% | 11/6/2024 |
 Twitter (TWTR) | 0.05% | 0% | 14.89% | 10/28/2022 |
 Bitcoin (BTC) | 0.05% | 0.58% | 8.62% | - |
 AGNC (AGNC) | 0.04% | 0% | 2.52% | 1/31/2022 |
 Amazon (AMZN) | 0.03% | 0.62% | 5.61% | - |
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% |