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Portfolio Diversification
Range
Most Diversified
24 instruments
January 31, 2026
Least Diversified
0 instruments
November 12, 2025
Average
15.4 instruments
Most Consistent Holdings
Top 5
AMZN99.27%
SCHD83.47%
TMUS74.83%
VGT64.24%
MELI63.32%
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 |
|---|---|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 15.65% | 0% | 83.47% | 12/23/2025 |
| Vanguard Information Technology (VGT) | 13.95% | 11.18% | 64.24% | - |
| Amazon (AMZN) | 8.15% | 9.43% | 99.27% | - |
 State Street SPDR S&P 500 ETF (SPY) | 4.69% | 0% | 35.03% | 8/22/2023 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 4.15% | 0% | 34.35% | 8/22/2023 |
| T-Mobile (TMUS) | 3.54% | 0% | 74.83% | 2/6/2026 |
 Berkshire Hathaway (BRK.B) | 3.27% | 0% | 32.27% | 7/11/2023 |
 NVIDIA (NVDA) | 3.12% | 0% | 45.25% | 2/4/2026 |
 VanEck Vectors Semiconductor ETF (SMH) | 3.12% | 9.11% | 47.15% | - |
| MercadoLibre (MELI) | 3.02% | 5.77% | 63.32% | - |
 Vanguard Total Stock Market ETF (VTI) | 3% | 0% | 35.03% | 8/22/2023 |
 Vanguard S&P 500 ETF (VOO) | 2.91% | 0% | 35.03% | 8/22/2023 |
 Invesco QQQ (QQQ) | 2.33% | 0% | 35.03% | 8/22/2023 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 2.14% | 0% | 29.09% | 1/22/2026 |
 Alibaba (BABA) | 2.11% | 0% | 34.54% | 10/16/2024 |
 Deutsche Telekom (DTE.DE) | 1.75% | 0% | 33.13% | 12/11/2024 |
 Walmart (WMT) | 1.53% | 0% | 49.36% | 1/13/2026 |
 Schlumberger (SLB) | 1.26% | 5.51% | 46.48% | - |
 SPDR Gold MiniShares Trust (GLDM) | 1.16% | 0% | 23.7% | 1/6/2026 |
 VanEck Vectors Gold Miners ETF (GDX) | 1.06% | 6.33% | 12.55% | - |
 Meta (META) | 0.9% | 0% | 29.82% | 12/9/2024 |
 iShares Core S&P Small-Cap ETF (IJR) | 0.87% | 8.9% | 10.59% | - |
 Uber (UBER) | 0.69% | 4.55% | 25.54% | - |
 Chevron (CVX.US) | 0.69% | 0% | 9.37% | 6/21/2024 |
 Micron (MU) | 0.67% | 0% | 20.82% | 1/30/2023 |
 Microsoft (MSFT) | 0.66% | 0% | 29.03% | 12/9/2024 |
 TSMC (TSM) | 0.58% | 0% | 11.45% | 7/10/2026 |
 GoDaddy (GDDY) | 0.53% | 5.97% | 9% | - |
 Disney (DIS) | 0.52% | 0% | 22.66% | 2/26/2024 |
 Global X Uranium ETF (URA) | 0.51% | 4.2% | 10.04% | - |
 Alphabet (GOOG.RTH) | 0.5% | 0% | 9.31% | 5/4/2026 |
 Ishares Latin America 40 Etf (ILF.US) | 0.47% | 4.72% | 9.86% | - |
 IBM (IBM) | 0.46% | 0% | 11.57% | 11/25/2022 |
 Shell (SHEL.L) | 0.37% | 0% | 7.84% | 5/13/2022 |
 iShares MSCI India ETF (INDA) | 0.37% | 0% | 17.15% | 7/12/2023 |
 Goodyear (GT) | 0.37% | 0% | 11.45% | 9/18/2022 |
 Pfizer (PFE) | 0.36% | 0% | 14.45% | 7/22/2024 |
 Visa (V.RTH) | 0.34% | 0% | 10.53% | 7/10/2026 |
 Realty Income (O) | 0.33% | 0% | 7.41% | 5/2/2022 |
 Mastercard (MA.RTH) | 0.31% | 2.79% | 11.15% | - |
 S&P Global (SPGI) | 0.3% | 0% | 7.41% | 1/8/2026 |
 Baidu (BIDU) | 0.28% | 2.41% | 9.92% | - |
 UnitedHealth (UNH) | 0.28% | 0% | 14.33% | 10/11/2023 |
 GE HealthCare (GEHC) | 0.27% | 0% | 17.21% | 1/8/2024 |
 IAC (PPLI) | 0.26% | 0% | 10.29% | 8/4/2023 |
 Meta (META.RTH) | 0.26% | 1.77% | 14.02% | - |
 FedEx (FDX) | 0.24% | 0% | 6.31% | 6/14/2022 |
 VanEck Morningstar Wide Moat ETF (MOAT) | 0.24% | 2.94% | 8.27% | - |
 Synopsys (SNPS) | 0.24% | 0% | 13.17% | 8/12/2024 |
 Alibaba (BABA.RTH) | 0.23% | 1.38% | 13.53% | - |
 Credicorp (BAP) | 0.21% | 0% | 14.7% | 8/4/2023 |
 Boston Scientific Corp (BSX.RTH) | 0.21% | 0% | 3.98% | 7/14/2026 |
 Rivian (RIVN) | 0.2% | 0% | 9.55% | 7/7/2023 |
 BNP Paribas (BNP.PA) | 0.2% | 0% | 8.63% | 6/24/2024 |
 Rexford Industrial (REXR) | 0.19% | 0% | 4.35% | 8/23/2023 |
 Generac (GNRC) | 0.19% | 0% | 2.88% | 2/15/2023 |
 Comcast (CMCSA) | 0.18% | 0% | 3% | 2/18/2026 |
 Baidu (BIDU.RTH) | 0.17% | 1.01% | 14.15% | - |
 Delta (DAL) | 0.17% | 0% | 8.45% | 7/3/2023 |
 Vital Farms (VITL) | 0.17% | 0% | 3.86% | 2/26/2026 |
 Coca-Cola (KO) | 0.17% | 0% | 7.84% | 5/9/2022 |
 Alphabet (GOOGL) | 0.16% | 0% | 7.16% | 6/12/2023 |
 Alphabet (GOOG) | 0.15% | 0% | 7.16% | 6/12/2023 |
 Corebridge (CRBG) | 0.14% | 0% | 6.49% | 8/17/2023 |
 Amazon (AMZN.RTH) | 0.13% | 1.38% | 9.74% | - |
 Sylvamo (SLVM) | 0.12% | 0% | 2.39% | 9/5/2023 |
 Semtech (SMTC) | 0.11% | 0% | 6.92% | 6/24/2024 |
 Invesco China Technology ETF (CQQQ) | 0.11% | 0% | 1.71% | 2/3/2026 |
 Mattel (MAT) | 0.11% | 0% | 6.06% | 8/17/2023 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.09% | 0.65% | 21% | - |
 Deere (DE) | 0.08% | 0% | 3.31% | 7/25/2023 |
 Boeing (BA.RTH) | 0.08% | 0% | 2.08% | 2/3/2026 |
 Autozone Inc (AZO.RTH) | 0.07% | 0% | 4.23% | 2/3/2026 |
 Lithia Motors (LAD) | 0.07% | 0% | 1.41% | 5/25/2022 |
 Disney (DIS.RTH) | 0.05% | 6.52% | 0.73% | - |
 U-Haul (UHAL) | 0.05% | 0% | 2.88% | 11/10/2022 |
 Ethereum (ETH) | 0.04% | 0% | 8.51% | 5/20/2022 |
 Bitcoin (BTC) | 0.04% | 0% | 8.51% | 5/20/2022 |
 Solana (SOL) | 0.03% | 0% | 8.51% | 5/20/2022 |
 MGM (MGM) | 0.03% | 0% | 12.25% | 9/30/2025 |
 Microsoft (MSFT.RTH) | 0.03% | 3.43% | 0.73% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.02% | 0% | 2.33% | 3/1/2024 |
 Vanguard Value ETF (VTV) | 0.01% | 0% | 4.84% | 9/18/2022 |
 Main Street Capital (MAIN) | 0.01% | 0% | 4.1% | 8/15/2022 |
 Visa (V) | 0.01% | 0% | 3.86% | 12/7/2022 |
 Cardano (ADA) | 0.01% | 0% | 1.04% | 1/17/2022 |
 Direxion Daily Semiconductor Bull 3X ETF (SOXL) | 0% | 0.07% | 4.41% | - |
 Vanguard Real Estate ETF (VNQ) | 0% | 0% | 1.96% | 1/30/2023 |
 U-Haul (UHAL.B) | 0% | 0% | 0.06% | 11/11/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| VanEck Vectors Gold Miners ETF (GDX) | 14.47% | 11.81% |
| Amazon (AMZN) | 9.19% | 10.71% |
| Vanguard Information Technology (VGT) | 7.91% | 9.68% |
| SPDR Gold MiniShares Trust (GLDM) | 5.65% | 6.92% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 7.42% | 6.73% |
| Comcast (CMCSA) | 7.19% | 6.14% |
| VanEck Vectors Semiconductor ETF (SMH) | 3.83% | 5.94% |
| MercadoLibre (MELI) | 5.38% | 5.54% |
| Alphabet (GOOG.RTH) | 6.44% | 5.45% |
| NVIDIA (NVDA) | 3.96% | 5.06% |
| Vital Farms (VITL) | 5.99% | 5.03% |
| S&P Global (SPGI) | 5.1% | 4.24% |
| Boeing (BA.RTH) | 4.05% | 3.47% |
| Walmart (WMT) | 1.75% | 2.86% |
| Meta (META.RTH) | 2.22% | 1.98% |
| Alibaba (BABA.RTH) | 2.32% | 1.84% |
| T-Mobile (TMUS) | 1.44% | 1.7% |
| Autozone Inc (AZO.RTH) | 2.3% | 1.69% |
| Uber (UBER) | 1.76% | 1.65% |
| Baidu (BIDU.RTH) | 1.36% | 1.3% |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.22% | 0.21% |
Cash & Instruments Over Time
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