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Portfolio Diversification
Range
Most Diversified
23 instruments
October 2, 2025
Least Diversified
0 instruments
April 4, 2026
Average
17.5 instruments
Most Consistent Holdings
Top 5
MSFT99.84%
DIS99.84%
V99.84%
NFLX99.84%
BTC88.97%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Bitcoin (BTC) | 13.66% | 4.85% | 88.97% | - |
 Alibaba (BABA) | 10.71% | 0% | 61.27% | 2/10/2025 |
| Microsoft (MSFT) | 8.84% | 5.71% | 99.84% | - |
| Netflix (NFLX) | 8.19% | 5.28% | 99.84% | - |
 AMD (AMD) | 7.25% | 34.04% | 70.45% | - |
| Disney (DIS) | 7.07% | 5.47% | 99.84% | - |
 NVIDIA (NVDA) | 3.41% | 0% | 75.52% | 2/25/2026 |
 Apple (AAPL) | 3.34% | 4.34% | 83.49% | - |
 Mastercard (MA) | 3.29% | 3.12% | 83.49% | - |
 McDonald's (MCD) | 3.12% | 2.67% | 83.49% | - |
 Coca-Cola Consolidated (COKE) | 3.11% | 5.28% | 70.93% | - |
| Visa (V) | 3.08% | 2.09% | 99.84% | - |
 Nio (NIO) | 3.04% | 0% | 16.34% | 7/26/2023 |
 Meta (META) | 2.71% | 2.61% | 83.49% | - |
 Amazon (AMZN) | 2.28% | 2.51% | 83.49% | - |
 Alphabet (GOOG) | 2.13% | 0% | 80.27% | 4/27/2026 |
 Walmart (WMT) | 1.96% | 0% | 72.79% | 1/22/2026 |
 Vanguard Total International Stock ETF (VXUS) | 1.52% | 3.42% | 48.95% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1.42% | 4.62% | 46.38% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.32% | 1.93% | 68.2% | - |
 Vanguard Real Estate ETF (VNQ) | 1.24% | 2.72% | 51.37% | - |
 SPX500 Index (Non Expiry) (SPX500) | 1.23% | 0% | 12.8% | 12/13/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 1.23% | 1.87% | 66.18% | - |
 Invesco QQQ (QQQ) | 1.13% | 2.07% | 60.31% | - |
 SPDR Gold MiniShares Trust (GLDM) | 0.37% | 1.55% | 21.42% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 0.32% | 1.43% | 21.34% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AMD (AMD) | 14.82% | 18.87% |
| Microsoft (MSFT) | 6.35% | 7.09% |
| Disney (DIS) | 8.47% | 6.67% |
| Netflix (NFLX) | 4.45% | 6.44% |
| NVIDIA (NVDA) | 2.12% | 5.77% |
| Bitcoin (BTC) | 10.58% | 5.74% |
| Coca-Cola Consolidated (COKE) | 4.23% | 4.82% |
| Schwab US Dividend Equity ETF (SCHD) | 6.35% | 4.2% |
| Apple (AAPL) | 4.23% | 4.11% |
| Mastercard (MA) | 4.23% | 3.88% |
| Alphabet (GOOG) | 2.12% | 3.37% |
| Vanguard Total International Stock ETF (VXUS) | 4.23% | 3.32% |
| McDonald's (MCD) | 4.23% | 3.13% |
| Meta (META) | 2.12% | 3.11% |
| Walmart (WMT) | 2.12% | 2.9% |
| Vanguard Real Estate ETF (VNQ) | 4.23% | 2.66% |
| Amazon (AMZN) | 2.12% | 2.52% |
| Visa (V) | 2.12% | 2.42% |
| Invesco QQQ (QQQ) | 2.12% | 1.92% |
| Vanguard Total Stock Market ETF (VTI) | 2.12% | 1.91% |
| State Street SPDR S&P 500 ETF (SPY) | 2.12% | 1.85% |
| SPDR Gold MiniShares Trust (GLDM) | 2.12% | 1.65% |
| Vanguard Dividend Appreciation ETF (VIG) | 2.12% | 1.44% |
Cash & Instruments Over Time
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