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Portfolio Diversification
Range
Most Diversified
34 instruments
July 23, 2025
Least Diversified
0 instruments
February 2, 2025
Average
19 instruments
Most Consistent Holdings
Top 5
PATH99.74%
ATO95.39%
SPY93.9%
JNJ84.74%
MCD84.68%
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 |
|---|---|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 46.08% | 55.29% | 93.9% | - |
 TheBigBanks | 9.83% | 0% | 82.86% | 9/3/2025 |
| UiPath (PATH) | 7.1% | 0.69% | 99.74% | - |
 Microsoft (MSFT) | 4.96% | 1.54% | 74.94% | - |
| Atmos (ATO) | 2.2% | 1.24% | 95.39% | - |
 NVIDIA (NVDA) | 1.61% | 0.75% | 44.22% | - |
 Walmart (WMT) | 1.3% | 1.27% | 84.68% | - |
 Home Depot (HD) | 1.1% | 0% | 77.08% | 12/23/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 1.08% | 0% | 3.57% | 4/1/2022 |
 ARMOUR Residential REIT (ARR) | 1% | 0% | 57.34% | 9/5/2025 |
| McDonald's (MCD) | 0.98% | 0.49% | 84.68% | - |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 0.97% | 0% | 64.29% | 12/23/2025 |
 Tesla (TSLA) | 0.97% | 0% | 40.78% | 3/3/2025 |
 Kraft Heinz (KHC) | 0.76% | 0% | 72.27% | 10/9/2025 |
 DividendGrowth | 0.69% | 0% | 4.16% | 3/10/2022 |
| Johnson & Johnson (JNJ) | 0.67% | 0.74% | 84.74% | - |
 LVMH (MC.PA) | 0.65% | 0% | 7.6% | 6/14/2022 |
 Vanguard S&P 500 ETF (VOO) | 0.54% | 0% | 20% | 12/23/2025 |
 Alibaba (BABA) | 0.53% | 0% | 14.03% | 9/3/2025 |
 Pfizer (PFE) | 0.53% | 0% | 72.4% | 10/9/2025 |
 Procter & Gamble (PG) | 0.51% | 0% | 77.08% | 12/23/2025 |
 Vanguard Total Bond Market ETF (BND) | 0.48% | 1.66% | 28.05% | - |
 Vanguard Real Estate ETF (VNQ) | 0.47% | 1.7% | 28.12% | - |
 BYD (01211.HK) | 0.46% | 0% | 22.4% | 3/2/2026 |
 Allianz (ALV.DE) | 0.46% | 0% | 50.19% | 12/23/2025 |
 Estee Lauder (EL) | 0.42% | 0% | 7.6% | 6/14/2022 |
 Toyota (TM) | 0.38% | 1.06% | 35.52% | - |
 Maersk (MAERSKB.CO) | 0.28% | 0% | 64.35% | 12/23/2025 |
 SPDR Gold (GLD) | 0.24% | 0% | 2.99% | 2/15/2022 |
 mick_repo | 0.22% | 3.35% | 6.56% | - |
 ingruc | 0.22% | 3.5% | 6.56% | - |
 SharpTraders | 0.21% | 0% | 0.58% | 1/13/2022 |
 Meta (META) | 0.21% | 0% | 9.03% | 3/2/2026 |
 IBM (IBM) | 0.18% | 0% | 18.12% | 10/9/2025 |
 Alphabet (GOOG) | 0.17% | 0% | 2.08% | 3/10/2022 |
 American Battery Technology (ABAT) | 0.17% | 1.53% | 13.57% | - |
 Upwork (UPWK) | 0.16% | 0% | 49.74% | 12/23/2025 |
 Telia (TELIA.ST) | 0.16% | 0% | 29.22% | 9/2/2025 |
 MSCI (MSCI) | 0.09% | 0% | 36.69% | 12/23/2025 |
 Coursera (COUR) | 0.08% | 0% | 44.94% | 10/9/2025 |
 AGNC (AGNC) | 0.08% | 0.71% | 11.88% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.08% | 0% | 3.51% | 6/27/2022 |
 Oracle (ORCL) | 0.08% | 0.5% | 14.03% | - |
 Pearson (PSON.L) | 0.07% | 0% | 42.99% | 9/2/2025 |
 Valero (VLO) | 0.06% | 1.04% | 6.62% | - |
 AbbVie (ABBV) | 0.06% | 0% | 1.43% | 4/1/2022 |
 Chevron (CVX) | 0.06% | 0.92% | 6.69% | - |
 Viatris (VTRS) | 0.06% | 0% | 20.06% | 9/5/2025 |
 ARK Innovation ETF (ARKK) | 0.06% | 0% | 4.03% | 9/2/2025 |
 Realty Income (O) | 0.05% | 0% | 1.43% | 4/1/2022 |
 Credit Suisse Group AG (CSGN.ZU) | 0.05% | 0% | 3.25% | 6/8/2023 |
 AMD (AMD) | 0.04% | 0% | 4.94% | 12/23/2025 |
 FashionPortfolio | 0.04% | 0% | 0.52% | 2/16/2022 |
 AT&T (T) | 0.04% | 0% | 17.14% | 10/9/2025 |
 Crypto-currency | 0.03% | 0% | 0.45% | 2/15/2022 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.03% | 0% | 0.32% | 2/25/2022 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.03% | 0% | 0.19% | 6/17/2022 |
 GoPro (GPRO) | 0.02% | 0% | 5.13% | 10/9/2025 |
 XRP (XRP) | 0.02% | 0% | 2.47% | 3/10/2022 |
 Virgin Galactic (SPCE) | 0.01% | 0% | 5.39% | 10/9/2025 |
 Apple (AAPL) | 0.01% | 0% | 0.26% | 1/4/2022 |
 Bitcoin (BTC) | 0.01% | 0% | 2.01% | 12/5/2024 |
 Shiba (in millions) (SHIBxM) | 0.01% | 0% | 1.75% | 2/8/2022 |
 Waste Management (WM) | 0.01% | 0% | 0.26% | 1/4/2022 |
 Adobe (ADBE) | 0.01% | 0% | 1.04% | 12/23/2025 |
 Twilio (TWLO) | 0% | 0% | 0.39% | 2/16/2022 |
 Blink Charging (BLNK) | 0% | 0% | 0.32% | 2/15/2022 |
 Svitzer (SVITZR.CO) | 0% | 0% | 25.19% | 5/26/2025 |
 Micron (MU) | 0% | 0% | 0.26% | 1/4/2022 |
 GameStop (GME) | 0% | 0% | 0.13% | 1/12/2022 |
 Thales (HO.PA) | 0% | 0% | 0.13% | 3/2/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 42.06% | 49.07% |
| NVIDIA (NVDA) | 4.27% | 5.94% |
| Microsoft (MSFT) | 2.94% | 4.32% |
| Meta (META) | 1.9% | 1.75% |
| BYD (01211.HK) | 2.85% | 1.74% |
| Vanguard Total Bond Market ETF (BND) | 1.9% | 1.69% |
| Vanguard Real Estate ETF (VNQ) | 1.9% | 1.59% |
| Atmos (ATO) | 0.89% | 1.16% |
| Toyota (TM) | 1.03% | 1.13% |
| Walmart (WMT) | 0.51% | 1.11% |
| UiPath (PATH) | 6.04% | 1.06% |
| AGNC (AGNC) | 0.76% | 0.71% |
| Johnson & Johnson (JNJ) | 0.59% | 0.69% |
| Oracle (ORCL) | 0.95% | 0.54% |
| McDonald's (MCD) | 0.5% | 0.51% |
Cash & Instruments Over Time
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