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Portfolio Diversification
Range
Most Diversified
25 instruments
February 6, 2026
Least Diversified
6 instruments
December 14, 2023
Average
15.4 instruments
Most Consistent Holdings
Top 5
HPQ100%
ENPH100%
MSFT96%
NTDOY92.62%
SCCO86.97%
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 |
|---|---|---|---|---|
 Rigetti (RGTI) | 12.95% | 14.31% | 43.53% | - |
| Enphase (ENPH) | 11.51% | 1.72% | 100% | - |
 Prospect Capital (PSEC) | 8.21% | 7.44% | 73.41% | - |
 Vanguard S&P 500 ETF (VOO) | 7.47% | 19.37% | 76.8% | - |
 Tesla (TSLA) | 7.45% | 0% | 62.73% | 1/2/2025 |
| HP (HPQ) | 4.38% | 0.36% | 100% | - |
| Microsoft (MSFT) | 4.04% | 1.58% | 96% | - |
 Apple (AAPL) | 2.73% | 0% | 65.25% | 2/25/2025 |
| Nintendo (NTDOY) | 2.34% | 0.61% | 92.62% | - |
 NVIDIA (NVDA) | 2.28% | 0.86% | 69.07% | - |
 Freeport-McMoRan (FCX) | 2.15% | 1.97% | 82.36% | - |
| Southern Copper (SCCO) | 2.13% | 1.64% | 86.97% | - |
 Supermicro (SMCI) | 1.98% | 1.59% | 56.04% | - |
 Toyota (TM) | 1.8% | 2.01% | 60.38% | - |
 Alphabet (GOOGL) | 1.7% | 2.68% | 60.3% | - |
 Amazon (AMZN) | 1.38% | 2.06% | 30.23% | - |
 Meta (META) | 1.17% | 0.74% | 60.73% | - |
 AMD (AMD) | 1.14% | 0% | 41.7% | 11/5/2025 |
 Vanguard Dividend Appreciation ETF (VIG) | 1.14% | 4.01% | 42.92% | - |
 Bitcoin (BTC) | 1.12% | 1.4% | 44.74% | - |
 SPDR Gold (GLD) | 0.95% | 6.62% | 33.01% | - |
 Ethereum (ETH) | 0.86% | 0% | 8.69% | 4/14/2023 |
 Invesco QQQ (QQQ) | 0.42% | 4.14% | 18.25% | - |
 ARMOUR Residential REIT (ARR) | 0.37% | 0.6% | 43.53% | - |
 Diebold Nixdorf Inc (DBDQQ) | 0.3% | 0% | 11.47% | 8/15/2023 |
 Vanguard Total Stock Market ETF (VTI) | 0.26% | 2.65% | 10.51% | - |
 Procter & Gamble (PG) | 0.2% | 2.1% | 12.42% | - |
 Blue Bird (BLBD) | 0.16% | 1.41% | 12.25% | - |
 Trane (TT) | 0.1% | 0.83% | 13.03% | - |
 Lockheed Martin (LMT) | 0.07% | 0% | 3.39% | 4/3/2023 |
 Take-Two (TTWO) | 0.07% | 0.56% | 11.21% | - |
 Netflix (NFLX) | 0.06% | 0% | 5.39% | 6/7/2024 |
 Realty Income (O) | 0.03% | 0% | 1.91% | 7/12/2023 |
 Yum (YUM) | 0.02% | 0% | 1.82% | 4/25/2024 |
 Ferrari (RACE) | 0.01% | 0% | 1.39% | 8/2/2024 |
 iShares Core Conservative Allocation ETF (AOK) | 0.01% | 0% | 1.3% | 11/29/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Rigetti (RGTI) | 1.53% | 18.43% |
| Vanguard S&P 500 ETF (VOO) | 16.44% | 17.87% |
| Prospect Capital (PSEC) | 13.73% | 7.02% |
| SPDR Gold (GLD) | 5.3% | 5.47% |
| Invesco QQQ (QQQ) | 4.18% | 4.19% |
| Vanguard Dividend Appreciation ETF (VIG) | 3.84% | 3.93% |
| Alphabet (GOOGL) | 1.67% | 2.78% |
| Vanguard Total Stock Market ETF (VTI) | 2.63% | 2.64% |
| Toyota (TM) | 2.01% | 1.95% |
| Procter & Gamble (PG) | 2.01% | 1.93% |
| Microsoft (MSFT) | 1.67% | 1.84% |
| Bitcoin (BTC) | 2% | 1.78% |
| Freeport-McMoRan (FCX) | 1.67% | 1.67% |
| Supermicro (SMCI) | 4.35% | 1.47% |
| Enphase (ENPH) | 9.7% | 1.35% |
| Southern Copper (SCCO) | 1% | 1.25% |
| Blue Bird (BLBD) | 1.34% | 1.2% |
| NVIDIA (NVDA) | 0.67% | 0.89% |
| Nintendo (NTDOY) | 0.67% | 0.76% |
| Trane (TT) | 0.84% | 0.75% |
| Meta (META) | 0.67% | 0.75% |
| Take-Two (TTWO) | 0.67% | 0.67% |
| ARMOUR Residential REIT (ARR) | 0.67% | 0.59% |
| HP (HPQ) | 1.98% | 0.53% |
Cash & Instruments Over Time
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