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Portfolio Diversification
Range
Most Diversified
32 instruments
May 10, 2022
Least Diversified
0 instruments
February 2, 2025
Average
28.5 instruments
Most Consistent Holdings
Top 5
AAPL99.39%
META99.39%
JPM99.39%
PFE99.39%
V99.39%
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) | 12.65% | 13.76% | 99.39% | - |
 Alphabet (GOOG) | 8.37% | 12.71% | 99.2% | - |
| Meta (META) | 8.02% | 9.22% | 99.39% | - |
 Microsoft (MSFT) | 7.94% | 6.73% | 98.96% | - |
 Raytheon (RTX) | 5.66% | 6.68% | 99.33% | - |
 AbbVie (ABBV) | 5.3% | 5.6% | 99.39% | - |
| JPMorgan (JPM) | 4.56% | 5.7% | 99.39% | - |
 VICI Properties (VICI) | 4.02% | 2.6% | 99.39% | - |
| Apple (AAPL) | 3.98% | 4.74% | 99.39% | - |
 State Street SPDR S&P 500 ETF (SPY) | 3.27% | 6.88% | 64.26% | - |
 Kroger (KR) | 3.08% | 2.53% | 99.39% | - |
 Solana (SOL) | 2.93% | 2.1% | 99.39% | - |
 Salesforce (CRM) | 2.74% | 1.43% | 99.39% | - |
 Realty Income (O) | 2.6% | 1.9% | 99.39% | - |
| Pfizer (PFE) | 2.51% | 1.16% | 99.39% | - |
 Disney (DIS) | 2.43% | 0% | 84.79% | 11/18/2025 |
| Visa (V) | 2.26% | 2.04% | 99.39% | - |
 Ethereum (ETH) | 2.14% | 0% | 74.13% | 5/27/2025 |
 Lumen (LUMN) | 1.93% | 0.66% | 99.39% | - |
 Volkswagen (VOW3.DE) | 1.84% | 0.52% | 99.39% | - |
 Digital Realty (DLR) | 1.54% | 1.36% | 99.39% | - |
 NVIDIA (NVDA) | 0.99% | 0% | 46.17% | 2/22/2024 |
 Oklo (OKLO) | 0.84% | 1.84% | 32.43% | - |
 Ford (F) | 0.8% | 0% | 55.49% | 7/25/2024 |
 Block Inc. (XYZ) | 0.77% | 0.58% | 99.39% | - |
 Texas Roadhouse (TXRH) | 0.65% | 1.03% | 61.25% | - |
 Energy Transfer (ET) | 0.56% | 0% | 20.85% | 12/28/2022 |
 Bitcoin (BTC) | 0.52% | 2.63% | 30.59% | - |
 AMD (AMD) | 0.41% | 1.18% | 91.54% | - |
 AT&T (T.US) | 0.39% | 0% | 38.07% | 10/13/2023 |
 Verizon (VZ) | 0.37% | 0% | 38.07% | 10/13/2023 |
 Store Capital Corp. (STOR) | 0.35% | 0% | 23.18% | 2/6/2023 |
 PayPal (PYPL) | 0.28% | 0% | 68.98% | 4/7/2025 |
 HDFC (HDB) | 0.22% | 0% | 65.17% | 4/7/2025 |
 Global X Uranium ETF (URA) | 0.19% | 0.8% | 19.07% | - |
 Invesco QQQ (QQQ) | 0.18% | 1.01% | 19.37% | - |
 Amazon (AMZN) | 0.17% | 0.61% | 28.33% | - |
 ExxonMobil (XOM) | 0.12% | 0% | 4.48% | 3/15/2022 |
 Equinix (EQIX) | 0.09% | 0.54% | 18.82% | - |
 HSBC (HSBC) | 0.08% | 0% | 3.99% | 3/7/2022 |
 Warner Bros Discovery (WBD) | 0.08% | 0% | 55.61% | 11/6/2024 |
 Twitter (TWTR) | 0.04% | 0% | 11.22% | 10/28/2022 |
 AGNC (AGNC) | 0.03% | 0% | 1.9% | 1/31/2022 |
 Ionq (IONQ) | 0.02% | 0.66% | 3.07% | - |
 D-Wave (QBTS) | 0.02% | 0.46% | 3% | - |
 Rigetti (RGTI) | 0.01% | 0.3% | 3% | - |
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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