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Portfolio Diversification
Range
Most Diversified
32 instruments
May 10, 2022
Least Diversified
0 instruments
February 2, 2025
Average
28.6 instruments
Most Consistent Holdings
Top 5
AAPL99.74%
META99.74%
JPM99.74%
PFE99.74%
RTX99.74%
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) | 12.7% | 12.85% | 99.74% | - |
 Alphabet (GOOG) | 8.12% | 12.41% | 99.55% | - |
 Microsoft (MSFT) | 8.03% | 7.19% | 99.29% | - |
| Meta (META) | 8.02% | 9.78% | 99.74% | - |
| Raytheon (RTX) | 5.65% | 6.83% | 99.74% | - |
 AbbVie (ABBV) | 5.34% | 4.53% | 99.74% | - |
| JPMorgan (JPM) | 4.54% | 5.3% | 99.74% | - |
 VICI Properties (VICI) | 4.11% | 2.83% | 99.74% | - |
| Apple (AAPL) | 3.98% | 4.01% | 99.74% | - |
 Kroger (KR) | 3.11% | 3.01% | 99.74% | - |
 State Street SPDR S&P 500 ETF (SPY) | 3.08% | 6.6% | 62.51% | - |
 Solana (SOL) | 2.99% | 2.32% | 99.74% | - |
 Salesforce (CRM) | 2.82% | 1.6% | 99.74% | - |
 Realty Income (O) | 2.66% | 1.92% | 99.74% | - |
| Pfizer (PFE) | 2.59% | 1.3% | 99.74% | - |
 Disney (DIS) | 2.58% | 0% | 89.86% | 11/18/2025 |
 Visa (V) | 2.28% | 1.82% | 99.74% | - |
 Ethereum (ETH) | 2.26% | 0% | 78.56% | 5/27/2025 |
 Lumen (LUMN) | 1.96% | 2.52% | 99.74% | - |
 Volkswagen (VOW3.DE) | 1.92% | 0.63% | 99.74% | - |
 Digital Realty (DLR) | 1.55% | 1.57% | 99.74% | - |
 NVIDIA (NVDA) | 1.05% | 0% | 48.93% | 2/22/2024 |
 Ford (F) | 0.85% | 0% | 58.8% | 7/25/2024 |
 Block Inc. (XYZ) | 0.79% | 0.54% | 99.74% | - |
 Oklo (OKLO) | 0.76% | 2.7% | 28.85% | - |
 Texas Roadhouse (TXRH) | 0.64% | 0.88% | 59.39% | - |
 Energy Transfer (ET) | 0.59% | 0% | 22.09% | 12/28/2022 |
 AT&T (T) | 0.41% | 0% | 40.35% | 10/13/2023 |
 Bitcoin (BTC) | 0.41% | 2.62% | 26.84% | - |
 Verizon (VZ) | 0.4% | 0% | 40.35% | 10/13/2023 |
 AMD (AMD) | 0.37% | 0.6% | 91.42% | - |
 Store Capital Corp. (STOR) | 0.37% | 0% | 24.56% | 2/6/2023 |
 PayPal (PYPL) | 0.3% | 0% | 73.1% | 4/7/2025 |
 HDFC (HDB) | 0.23% | 0% | 69.07% | 4/7/2025 |
 Global X Uranium ETF (URA) | 0.15% | 1.12% | 14.62% | - |
 Amazon (AMZN) | 0.14% | 0.64% | 24.43% | - |
 Invesco QQQ (QQQ) | 0.13% | 0.94% | 15.07% | - |
 ExxonMobil (XOM) | 0.13% | 0% | 4.74% | 3/15/2022 |
 HSBC (HSBC) | 0.09% | 0% | 4.22% | 3/7/2022 |
 Warner Bros Discovery (WBD) | 0.08% | 0% | 58.93% | 11/6/2024 |
 Equinix (EQIX) | 0.07% | 0.59% | 14.36% | - |
 Twitter (TWTR) | 0.04% | 0% | 11.89% | 10/28/2022 |
 AGNC (AGNC) | 0.03% | 0% | 2.01% | 1/31/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 8.64% | 11.73% |
| Simon (SPG) | 5.46% | 11.61% |
| Meta (META) | 6.48% | 9.72% |
| Microsoft (MSFT) | 9.07% | 8.41% |
| Raytheon (RTX) | 3.6% | 6.47% |
| State Street SPDR S&P 500 ETF (SPY) | 8.16% | 6.41% |
| JPMorgan (JPM) | 3.6% | 5.45% |
| AbbVie (ABBV) | 3.61% | 5.13% |
| Apple (AAPL) | 3.87% | 4.07% |
| Solana (SOL) | 3.38% | 3.41% |
| Oklo (OKLO) | 2.23% | 2.89% |
| VICI Properties (VICI) | 5.04% | 2.81% |
| Kroger (KR) | 2.88% | 2.81% |
| Bitcoin (BTC) | 5.18% | 2.69% |
| Salesforce (CRM) | 3.6% | 2.29% |
| Lumen (LUMN) | 5.3% | 2.29% |
| Visa (V) | 2.16% | 2.06% |
| Realty Income (O) | 2.52% | 1.69% |
| Digital Realty (DLR) | 1.8% | 1.21% |
| Pfizer (PFE) | 2.88% | 1.19% |
| Texas Roadhouse (TXRH) | 0.86% | 0.9% |
| Invesco QQQ (QQQ) | 1.44% | 0.9% |
| Global X Uranium ETF (URA) | 1.44% | 0.86% |
| Volkswagen (VOW3.DE) | 2.38% | 0.73% |
| Amazon (AMZN) | 0.72% | 0.59% |
| Block Inc. (XYZ) | 2.16% | 0.48% |
| AMD (AMD) | 0.33% | 0.48% |
| Equinix (EQIX) | 0.72% | 0.42% |
Cash & Instruments Over Time
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