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Portfolio Diversification
Range
Most Diversified
23 instruments
October 2, 2025
Least Diversified
0 instruments
April 4, 2026
Average
17.4 instruments
Most Consistent Holdings
Top 5
MSFT99.83%
DIS99.83%
V99.83%
NFLX99.83%
BTC88.55%
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) | 13.95% | 3.83% | 88.55% | - |
 Alibaba (BABA) | 11.11% | 0% | 63.58% | 2/10/2025 |
| Microsoft (MSFT) | 8.96% | 6.23% | 99.83% | - |
| Netflix (NFLX) | 8.3% | 3.4% | 99.83% | - |
| Disney (DIS) | 7.12% | 6.12% | 99.83% | - |
 AMD (AMD) | 6.33% | 21.35% | 69.34% | - |
 NVIDIA (NVDA) | 3.54% | 0% | 78.36% | 2/25/2026 |
 Apple (AAPL) | 3.32% | 2.12% | 82.87% | - |
 Mastercard (MA) | 3.3% | 3.47% | 82.87% | - |
 Nio (NIO) | 3.16% | 0% | 16.96% | 7/26/2023 |
 McDonald's (MCD) | 3.13% | 3.09% | 82.87% | - |
| Visa (V) | 3.12% | 2.14% | 99.83% | - |
 Coca-Cola Consolidated (COKE) | 3.03% | 3.05% | 69.84% | - |
 Meta (META) | 2.71% | 3.16% | 82.87% | - |
 Amazon (AMZN) | 2.26% | 2.74% | 82.87% | - |
 Alphabet (GOOG) | 2.2% | 3.57% | 82.87% | - |
 Walmart (WMT) | 2.03% | 0% | 75.52% | 1/22/2026 |
 Vanguard Total International Stock ETF (VXUS) | 1.44% | 3.61% | 47.03% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1.31% | 4.73% | 44.36% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.3% | 1.98% | 67% | - |
 SPX500 Index (Non Expiry) (SPX500) | 1.28% | 0% | 13.28% | 12/13/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 1.21% | 1.91% | 64.91% | - |
 Vanguard Real Estate ETF (VNQ) | 1.18% | 1.4% | 49.54% | - |
 Invesco QQQ (QQQ) | 1.09% | 2.03% | 58.81% | - |
 SPDR Gold MiniShares Trust (GLDM) | 0.33% | 0% | 18.63% | 4/21/2026 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.28% | 0% | 18.63% | 4/21/2026 |
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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