Portfolio Diversification
Range
Most Diversified
25 instruments
August 9, 2025
Least Diversified
0 instruments
February 2, 2025
Average
17.9 instruments
Most Consistent Holdings
Top 5
META99.81%
AAPL98.88%
AMZN97.09%
GOOG93.53%
MSFT92.78%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 4, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 17.06% | 8.2% | 99.81% | - |
 Invesco QQQ (QQQ) | 10.35% | 10.39% | 83.6% | - |
| Apple (AAPL) | 9.91% | 6.22% | 98.88% | - |
 SPDR S&P 500 ETF (SPY) | 9.01% | 9.7% | 85.57% | - |
| Alphabet (GOOG) | 6.41% | 8.77% | 93.53% | - |
| Amazon (AMZN) | 5.26% | 4.39% | 97.09% | - |
| Microsoft (MSFT) | 4.51% | 4.07% | 92.78% | - |
 LVMH (MC.PA) | 4.04% | 2.1% | 80.51% | - |
 NVIDIA (NVDA) | 3.95% | 5.93% | 61.76% | - |
 Builders FirstSource (BLDR) | 3.77% | 1.37% | 77.69% | - |
 Tesla (TSLA) | 3.29% | 5.64% | 88.19% | - |
 Bitcoin (BTC) | 3.09% | 3.57% | 65.89% | - |
 Crowdstrike (CRWD) | 1.96% | 3.74% | 60.54% | - |
 MercadoLibre (MELI) | 1.68% | 1.67% | 77.6% | - |
 Johnson & Johnson (JNJ) | 1.66% | 3.04% | 64.48% | - |
 Walmart (WMT) | 1.61% | 2.22% | 67.67% | - |
 Disney (DIS) | 1.25% | 0% | 25.96% | 1/5/2024 |
 Costco (COST) | 1.15% | 4.16% | 31.87% | - |
 CyberArk (CYBR) | 0.91% | 1.47% | 61.01% | - |
 Boston Properties (BXP) | 0.89% | 0% | 18.93% | 8/4/2023 |
 ProShares UltraPro QQQ (TQQQ) | 0.87% | 0% | 51.45% | 9/24/2025 |
 Caterpillar (CAT) | 0.84% | 2.55% | 38.33% | - |
 Celsius (CELH) | 0.8% | 0.49% | 66.35% | - |
 3M (MMM) | 0.77% | 0% | 4.78% | 3/23/2023 |
 NextEra (NEE) | 0.76% | 1.7% | 38.33% | - |
 Target (TGT) | 0.75% | 0% | 21.84% | 1/9/2024 |
 Devon Energy (DVN) | 0.75% | 0% | 13.68% | 9/1/2023 |
 Visa (V) | 0.55% | 2.83% | 43.02% | - |
 Berkshire Hathaway (BRK.B) | 0.37% | 3.83% | 12% | - |
 Shopify (SHOP) | 0.27% | 0% | 16.03% | 8/5/2024 |
 Novo-Nordisk (NVO) | 0.24% | 0.39% | 35.15% | - |
 Steel Dynamics (STLD) | 0.17% | 0% | 4.5% | 9/1/2023 |
 Coca-Cola (KO) | 0.15% | 0% | 4.87% | 1/22/2024 |
 Iberdrola (IBE.MC) | 0.14% | 1.51% | 4.78% | - |
 Associated Bank (ASB) | 0.08% | 0% | 1.03% | 4/25/2023 |
 Solana (SOL) | 0.03% | 0% | 0.09% | 1/4/2023 |
 Porsche (P911.DE) | 0.03% | 0% | 0.09% | 1/4/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.09% | 6/7/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 13.76% | 12.89% |
| SPDR S&P 500 ETF (SPY) | 12.62% | 11.28% |
| Meta (META) | 2.32% | 8.53% |
| Apple (AAPL) | 7.73% | 8.33% |
| NVIDIA (NVDA) | 6.75% | 6.79% |
| Alphabet (GOOG) | 6.34% | 6.71% |
| Amazon (AMZN) | 6.36% | 6.34% |
| Microsoft (MSFT) | 5.54% | 4.86% |
| Bitcoin (BTC) | 3.44% | 4.84% |
| Tesla (TSLA) | 2.57% | 3.81% |
| Crowdstrike (CRWD) | 4.31% | 3.77% |
| LVMH (MC.PA) | 4.64% | 3.25% |
| Johnson & Johnson (JNJ) | 4.33% | 3.09% |
| Builders FirstSource (BLDR) | 3.43% | 2.69% |
| Caterpillar (CAT) | 3.09% | 2.3% |
| NextEra (NEE) | 3.09% | 2.22% |
| Walmart (WMT) | 1.27% | 1.77% |
| ProShares UltraPro QQQ (TQQQ) | 1.93% | 1.59% |
| CyberArk (CYBR) | 1.21% | 1.25% |
| MercadoLibre (MELI) | 1.2% | 1.15% |
| Novo-Nordisk (NVO) | 1.6% | 0.99% |
| Visa (V) | 1.12% | 0.99% |
| Celsius (CELH) | 1.21% | 0.44% |