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Portfolio Diversification
Range
Most Diversified
24 instruments
February 4, 2022
Least Diversified
0 instruments
October 20, 2025
Average
14.2 instruments
Most Consistent Holdings
Top 5
SPY98.7%
TSLA87.57%
QQQ84.31%
TQQQ76.14%
GOOG66.25%
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 | 12.41% | 51.13% | 67.55% | - |
| Invesco QQQ (QQQ) | 7.92% | 7.76% | 84.31% | - |
| State Street SPDR S&P 500 ETF (SPY) | 7.51% | 7.89% | 98.7% | - |
 Microsoft (MSFT) | 5.35% | 0% | 64.54% | 7/30/2026 |
| ProShares UltraPro QQQ (TQQQ) | 4.84% | 0% | 76.14% | 8/11/2025 |
 State Street SPDR Dow Jones In (DIA.US) | 4.34% | 5.36% | 55.24% | - |
 Visa (V) | 4.2% | 0% | 61.69% | 5/28/2026 |
 PepsiCo (PEP) | 3.64% | 0% | 32.74% | 12/17/2024 |
 AMD (AMD) | 3.57% | 0% | 41.27% | 6/27/2025 |
| Tesla (TSLA) | 3.5% | 4.22% | 87.57% | - |
 NVIDIA (NVDA) | 3.45% | 7.63% | 58.61% | - |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 3.09% | 4.09% | 37.06% | - |
 rubymza | 2.97% | 0% | 31.08% | 7/5/2023 |
| Alphabet (GOOG) | 2.81% | 0% | 66.25% | 8/14/2025 |
 Mastercard (MA) | 2.31% | 0% | 53.11% | 5/28/2026 |
 Amazon (AMZN) | 1.84% | 0% | 44.82% | 8/14/2025 |
 Thermo Fisher (TMO) | 1.52% | 0% | 40.73% | 1/19/2024 |
 Bitcoin (BTC) | 1.5% | 6.47% | 59.68% | - |
 Agilent (A.US) | 1.33% | 0% | 22.26% | 4/26/2024 |
 Ethereum (ETH) | 1.13% | 0% | 48.31% | 6/11/2024 |
 Broadcom (AVGO) | 1.06% | 0% | 19.42% | 3/8/2023 |
 Apple (AAPL) | 0.97% | 0% | 30.79% | 8/14/2025 |
 Discover (DFS) | 0.85% | 0% | 7.28% | 12/19/2023 |
 ASML (ASML) | 0.84% | 0% | 42.87% | 1/24/2024 |
 McDonald's (MCD) | 0.83% | 0% | 12.43% | 7/9/2024 |
 PayPal (PYPL) | 0.61% | 0% | 39.55% | 11/29/2023 |
 Cirrus Logic (CRUS) | 0.55% | 0% | 9.12% | 12/18/2023 |
 Goldman Sachs (GS) | 0.49% | 0% | 8.53% | 1/4/2024 |
 Starbucks (SBUX) | 0.42% | 0% | 9.24% | 4/8/2024 |
 Sea (SE) | 0.42% | 0% | 39.55% | 11/29/2023 |
 American Express (AXP) | 0.39% | 5.13% | 6.87% | - |
 UK100 Index (Non Expiry) (UK100) | 0.35% | 0% | 4.26% | 7/24/2024 |
 Coca-Cola (KO) | 0.35% | 0% | 4.91% | 8/17/2023 |
 Texas Instruments (TXN) | 0.33% | 0% | 3.26% | 6/15/2023 |
 Adobe (ADBE) | 0.28% | 0% | 4.38% | 5/30/2024 |
 Warner Bros Discovery (WBD) | 0.27% | 0% | 3.73% | 1/31/2024 |
 GER40 Index (Non Expiry) (GER40) | 0.25% | 0% | 3.32% | 7/11/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.23% | 0% | 3.79% | 8/14/2024 |
 DJ30 Index (Non Expiry) (DJ30) | 0.18% | 0% | 1.95% | 1/2/2025 |
 NXP (NXPI) | 0.17% | 0% | 2.72% | 5/23/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.16% | 0% | 2.61% | 8/16/2024 |
 SolarEdge (SEDG) | 0.15% | 0% | 2.61% | 9/13/2023 |
 Meta (META) | 0.11% | 0% | 2.72% | 2/15/2022 |
 HKG50 Index (Non Expiry) (HKG50) | 0.11% | 0% | 1.84% | 3/19/2024 |
| 0.08% | 0% | 2.72% | 2/15/2022 | |
 Cardano (ADA) | 0.08% | 0% | 2.66% | 2/14/2022 |
 US Dollar Index (Non Expiry) (USDOLLAR) | 0.07% | 0% | 1.36% | 1/19/2024 |
 Johnson & Johnson (JNJ) | 0.07% | 0% | 1.12% | 5/4/2023 |
 Alibaba (BABA) | 0.06% | 0% | 3.37% | 8/14/2025 |
 Oil (Non Expiry) (OIL) | 0.05% | 0% | 0.47% | 2/22/2024 |
 Docgo (DCGO) | 0.05% | 0% | 0.77% | 1/10/2024 |
 Gold (Non Expiry) (GOLD) | 0.04% | 0% | 0.83% | 5/31/2024 |
 AbbVie (ABBV) | 0.04% | 0% | 0.89% | 7/27/2023 |
 SS SPDR S&P 500 UCITS ETF (SPY5.L) | 0.03% | 0% | 1.36% | 2/11/2022 |
 BAT (BATS.L) | 0.03% | 0% | 0.83% | 8/12/2025 |
 Morgan Stanley (MS) | 0.03% | 0% | 0.59% | 6/16/2023 |
 Netflix (NFLX) | 0.03% | 0% | 1.18% | 5/27/2026 |
 Russell 2000 Index (Non Expiry) (RTY) | 0.03% | 0% | 0.65% | 9/25/2023 |
 Natural Gas (Non Expiry) (NATGAS) | 0.03% | 0% | 0.24% | 3/15/2024 |
 iShares MSCI Hong Kong ETF (EWH) | 0.03% | 0% | 0.41% | 1/30/2024 |
 Disney (DIS) | 0.02% | 0% | 0.41% | 8/1/2023 |
 Crown (CCK) | 0.02% | 0% | 0.3% | 2/13/2024 |
 Solana (SOL) | 0.01% | 0% | 0.36% | 6/7/2024 |
 D.R. Horton (DHI) | 0.01% | 0% | 0.36% | 2/9/2022 |
 S&P Global (SPGI) | 0.01% | 0% | 0.3% | 3/15/2023 |
 10 year Treasury (Expiring Future) (10yUS.FUT) | 0% | 0% | 0.06% | 8/1/2023 |
 Qualcomm (QCOM) | 0% | 0% | 0.24% | 4/5/2022 |
 Rivian (RIVN) | 0% | 0% | 0.24% | 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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