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Portfolio Diversification
Range
Most Diversified
24 instruments
February 4, 2022
Least Diversified
0 instruments
October 20, 2025
Average
14.1 instruments
Most Consistent Holdings
Top 5
SPY98.68%
TSLA87.85%
QQQ84.68%
TQQQ74.08%
GOOG64.46%
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 |
|---|---|---|---|---|
 NoImportan3 | 13.41% | 49.24% | 68.38% | - |
| Invesco QQQ (QQQ) | 7.91% | 7.76% | 84.68% | - |
| State Street SPDR S&P 500 ETF (SPY) | 7.52% | 8.14% | 98.68% | - |
 Microsoft (MSFT) | 5.21% | 0% | 62.79% | 7/30/2026 |
| ProShares UltraPro QQQ (TQQQ) | 4.71% | 0% | 74.08% | 8/11/2025 |
 State Street SPDR Dow Jones In (DIA.US) | 4.36% | 5.58% | 56.39% | - |
 Visa (V) | 4.09% | 0% | 60.02% | 5/28/2026 |
 NVIDIA (NVDA) | 3.56% | 7.55% | 59.68% | - |
 PepsiCo (PEP) | 3.54% | 0% | 31.85% | 12/17/2024 |
| Tesla (TSLA) | 3.52% | 4.77% | 87.85% | - |
 AMD (AMD) | 3.48% | 0% | 40.15% | 6/27/2025 |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 3.12% | 4.22% | 38.71% | - |
 rubymza | 2.89% | 0% | 30.24% | 7/5/2023 |
| Alphabet (GOOG) | 2.73% | 0% | 64.46% | 8/14/2025 |
 Mastercard (MA) | 2.25% | 0% | 51.67% | 5/28/2026 |
 Amazon (AMZN) | 1.79% | 0% | 43.61% | 8/14/2025 |
 Bitcoin (BTC) | 1.65% | 6.84% | 60.71% | - |
 Thermo Fisher (TMO) | 1.48% | 0% | 39.63% | 1/19/2024 |
 Agilent (A.US) | 1.29% | 0% | 21.66% | 4/26/2024 |
 Ethereum (ETH) | 1.09% | 0% | 47% | 6/11/2024 |
 Broadcom (AVGO) | 1.04% | 0% | 18.89% | 3/8/2023 |
 Apple (AAPL) | 0.94% | 0% | 29.95% | 8/14/2025 |
 Discover (DFS) | 0.83% | 0% | 7.09% | 12/19/2023 |
 ASML (ASML) | 0.82% | 0% | 41.71% | 1/24/2024 |
 McDonald's (MCD) | 0.81% | 0% | 12.1% | 7/9/2024 |
 PayPal (PYPL) | 0.59% | 0% | 38.48% | 11/29/2023 |
 Cirrus Logic (CRUS) | 0.54% | 0% | 8.87% | 12/18/2023 |
 Goldman Sachs (GS) | 0.48% | 0% | 8.29% | 1/4/2024 |
 American Express (AXP) | 0.45% | 0% | 8.24% | 10/16/2026 |
 Starbucks (SBUX) | 0.41% | 0% | 8.99% | 4/8/2024 |
 Sea (SE) | 0.41% | 0% | 38.48% | 11/29/2023 |
 UK100 Index (Non Expiry) (UK100) | 0.34% | 0% | 4.15% | 7/24/2024 |
 Coca-Cola (KO) | 0.34% | 0% | 4.78% | 8/17/2023 |
 Texas Instruments (TXN) | 0.32% | 0% | 3.17% | 6/15/2023 |
 Adobe (ADBE) | 0.27% | 0% | 4.26% | 5/30/2024 |
 Warner Bros Discovery (WBD) | 0.27% | 0% | 3.63% | 1/31/2024 |
 GER40 Index (Non Expiry) (GER40) | 0.24% | 0% | 3.23% | 7/11/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.22% | 0% | 3.69% | 8/14/2024 |
 DJ30 Index (Non Expiry) (DJ30) | 0.17% | 0% | 1.9% | 1/2/2025 |
 NXP (NXPI) | 0.17% | 0% | 2.65% | 5/23/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.15% | 0% | 2.53% | 8/16/2024 |
 SolarEdge (SEDG) | 0.14% | 0% | 2.53% | 9/13/2023 |
 Meta (META) | 0.11% | 0% | 2.65% | 2/15/2022 |
 HKG50 Index (Non Expiry) (HKG50) | 0.11% | 0% | 1.79% | 3/19/2024 |
| 0.08% | 0% | 2.65% | 2/15/2022 | |
 Cardano (ADA) | 0.08% | 0% | 2.59% | 2/14/2022 |
 US Dollar Index (Non Expiry) (USDOLLAR) | 0.07% | 0% | 1.32% | 1/19/2024 |
 Johnson & Johnson (JNJ) | 0.07% | 0% | 1.09% | 5/4/2023 |
 Alibaba (BABA) | 0.06% | 0% | 3.28% | 8/14/2025 |
 Oil (Non Expiry) (OIL) | 0.05% | 0% | 0.46% | 2/22/2024 |
 Berkshire Hathaway (BRK.B) | 0.05% | 5.55% | 0.86% | - |
 Docgo (DCGO) | 0.05% | 0% | 0.75% | 1/10/2024 |
 Gold (Non Expiry) (GOLD) | 0.04% | 0% | 0.81% | 5/31/2024 |
 AbbVie (ABBV) | 0.03% | 0% | 0.86% | 7/27/2023 |
 SS SPDR S&P 500 UCITS ETF (SPY5.L) | 0.03% | 0% | 1.32% | 2/11/2022 |
 BAT (BATS.L) | 0.03% | 0% | 0.81% | 8/12/2025 |
 Morgan Stanley (MS) | 0.03% | 0% | 0.58% | 6/16/2023 |
 Netflix (NFLX) | 0.03% | 0% | 1.15% | 5/27/2026 |
 Russell 2000 Index (Non Expiry) (RTY) | 0.03% | 0% | 0.63% | 9/25/2023 |
 Natural Gas (Non Expiry) (NATGAS) | 0.03% | 0% | 0.23% | 3/15/2024 |
 iShares MSCI Hong Kong ETF (EWH) | 0.03% | 0% | 0.4% | 1/30/2024 |
 Disney (DIS) | 0.02% | 0% | 0.4% | 8/1/2023 |
 Crown (CCK) | 0.02% | 0% | 0.29% | 2/13/2024 |
 Solana (SOL) | 0.01% | 0% | 0.35% | 6/7/2024 |
 D.R. Horton (DHI) | 0.01% | 0% | 0.35% | 2/9/2022 |
 S&P Global (SPGI) | 0.01% | 0% | 0.29% | 3/15/2023 |
 10 year Treasury (Expiring Future) (10yUS.FUT) | 0% | 0% | 0.06% | 8/1/2023 |
 Qualcomm (QCOM) | 0% | 0% | 0.23% | 4/5/2022 |
 Rivian (RIVN) | 0% | 0% | 0.23% | 4/5/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NoImportan3 | 29.96% | 32.04% |
| State Street SPDR Dow Jones In (DIA.US) | 12.39% | 12.45% |
| Invesco QQQ (QQQ) | 12.39% | 11.98% |
| State Street SPDR S&P 500 ETF (SPY) | 12.39% | 11.85% |
| Tesla (TSLA) | 6.2% | 7.21% |
| Vanguard Morningstar Total Stock Market ETF (VTI) | 6.2% | 6.29% |
| Visa (V) | 6.2% | 5.52% |
| Mastercard (MA) | 6.2% | 5.52% |
| NVIDIA (NVDA) | 6.2% | 5.46% |
Cash & Instruments Over Time
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