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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
PATH99.87%
ATO95.45%
SPY93.84%
JNJ84.4%
MCD84.4%
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) | 45.92% | 54.31% | 93.84% | - |
 TheBigBanks | 10.13% | 0% | 85.41% | 9/3/2025 |
| UiPath (PATH) | 7.3% | 0.78% | 99.87% | - |
 Microsoft (MSFT) | 5.08% | 1.53% | 74.36% | - |
| Atmos (ATO) | 2.23% | 1.31% | 95.45% | - |
 NVIDIA (NVDA) | 1.64% | 0.69% | 42.7% | - |
 Walmart (WMT) | 1.3% | 1.25% | 84.4% | - |
 Home Depot (HD) | 1.14% | 0% | 79.45% | 12/23/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 1.11% | 0% | 3.68% | 4/1/2022 |
 ARMOUR Residential REIT (ARR) | 1.03% | 0% | 59.1% | 9/5/2025 |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 1% | 0% | 66.27% | 12/23/2025 |
 Tesla (TSLA) | 1% | 0% | 42.03% | 3/3/2025 |
| McDonald's (MCD) | 0.99% | 0.55% | 84.4% | - |
 Kraft Heinz (KHC) | 0.79% | 0% | 74.5% | 10/9/2025 |
 DividendGrowth | 0.71% | 0% | 4.28% | 3/10/2022 |
| Johnson & Johnson (JNJ) | 0.67% | 0.81% | 84.4% | - |
 LVMH (MC.PA) | 0.67% | 0% | 7.83% | 6/14/2022 |
 Vanguard S&P 500 ETF (VOO) | 0.56% | 0% | 20.62% | 12/23/2025 |
 Alibaba (BABA) | 0.55% | 0% | 14.46% | 9/3/2025 |
 Pfizer (PFE) | 0.55% | 0% | 74.63% | 10/9/2025 |
 Procter & Gamble (PG) | 0.53% | 0% | 79.45% | 12/23/2025 |
 BYD (01211.HK) | 0.48% | 0% | 23.09% | 3/2/2026 |
 Allianz (ALV.DE) | 0.47% | 0% | 51.74% | 12/23/2025 |
 Vanguard Total Bond Market ETF (BND) | 0.45% | 1.73% | 26.04% | - |
 Estee Lauder (EL) | 0.44% | 0% | 7.83% | 6/14/2022 |
 Vanguard Real Estate ETF (VNQ) | 0.43% | 1.72% | 26.04% | - |
 Toyota (TM) | 0.36% | 1.18% | 33.73% | - |
 Maersk (MAERSKB.CO) | 0.28% | 0% | 66.33% | 12/23/2025 |
 SPDR Gold (GLD) | 0.25% | 0% | 3.08% | 2/15/2022 |
 SharpTraders | 0.22% | 0% | 0.6% | 1/13/2022 |
 Meta (META) | 0.22% | 0% | 9.3% | 3/2/2026 |
 IBM (IBM) | 0.19% | 0% | 18.67% | 10/9/2025 |
 Alphabet (GOOG) | 0.17% | 0% | 2.14% | 3/10/2022 |
 Upwork (UPWK) | 0.17% | 0% | 51.27% | 12/23/2025 |
 Telia (TELIA.ST) | 0.17% | 0% | 30.12% | 9/2/2025 |
 mick_repo | 0.14% | 3.43% | 3.95% | - |
 American Battery Technology (ABAT) | 0.13% | 1.6% | 11.04% | - |
 ingruc | 0.13% | 3.44% | 3.95% | - |
 MSCI (MSCI) | 0.09% | 0% | 37.82% | 12/23/2025 |
 Coursera (COUR) | 0.09% | 0% | 46.32% | 10/9/2025 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.08% | 0% | 3.61% | 6/27/2022 |
 Pearson (PSON.L) | 0.07% | 0% | 44.31% | 9/2/2025 |
 Oracle (ORCL) | 0.07% | 0.43% | 11.51% | - |
 AGNC (AGNC) | 0.07% | 0.72% | 9.37% | - |
 AbbVie (ABBV) | 0.06% | 0% | 1.47% | 4/1/2022 |
 Viatris (VTRS) | 0.06% | 0% | 20.68% | 9/5/2025 |
 ARK Innovation ETF (ARKK) | 0.06% | 0% | 4.15% | 9/2/2025 |
 Realty Income (O) | 0.05% | 0% | 1.47% | 4/1/2022 |
 Credit Suisse Group AG (CSGN.ZU) | 0.05% | 0% | 3.35% | 6/8/2023 |
 AMD (AMD) | 0.05% | 0% | 5.09% | 12/23/2025 |
 FashionPortfolio | 0.04% | 0% | 0.54% | 2/16/2022 |
 AT&T (T) | 0.04% | 0% | 17.67% | 10/9/2025 |
 Chevron (CVX) | 0.04% | 0.97% | 4.02% | - |
 Valero (VLO) | 0.03% | 1.04% | 3.95% | - |
 Crypto-currency | 0.03% | 0% | 0.47% | 2/15/2022 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.03% | 0% | 0.33% | 2/25/2022 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.03% | 0% | 0.2% | 6/17/2022 |
 GoPro (GPRO) | 0.02% | 0% | 5.29% | 10/9/2025 |
 XRP (XRP) | 0.02% | 0% | 2.54% | 3/10/2022 |
 Virgin Galactic (SPCE) | 0.01% | 0% | 5.56% | 10/9/2025 |
 Apple (AAPL) | 0.01% | 0% | 0.27% | 1/4/2022 |
 Bitcoin (BTC) | 0.01% | 0% | 2.07% | 12/5/2024 |
 Shiba (in millions) (SHIBxM) | 0.01% | 0% | 1.81% | 2/8/2022 |
 Waste Management (WM) | 0.01% | 0% | 0.27% | 1/4/2022 |
 Adobe (ADBE) | 0.01% | 0% | 1.07% | 12/23/2025 |
 Twilio (TWLO) | 0% | 0% | 0.4% | 2/16/2022 |
 Blink Charging (BLNK) | 0% | 0% | 0.33% | 2/15/2022 |
 Svitzer (SVITZR.CO) | 0% | 0% | 25.97% | 5/26/2025 |
 Micron (MU) | 0% | 0% | 0.27% | 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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