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Portfolio Diversification
Range
Most Diversified
23 instruments
October 2, 2025
Least Diversified
7 instruments
January 2, 2023
Average
17.3 instruments
Most Consistent Holdings
Top 5
MSFT100%
DIS100%
V100%
NFLX100%
BTC88.27%
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) | 14.27% | 4.93% | 88.27% | - |
 Alibaba (BABA) | 11.56% | 0% | 66.12% | 2/10/2025 |
| Microsoft (MSFT) | 9.08% | 6.61% | 100% | - |
| Netflix (NFLX) | 8.35% | 7.51% | 100% | - |
| Disney (DIS) | 7.17% | 6.57% | 100% | - |
 AMD (AMD) | 5.78% | 18.7% | 68.29% | - |
 NVIDIA (NVDA) | 3.68% | 0% | 81.49% | 2/25/2026 |
 Apple (AAPL) | 3.29% | 4.29% | 82.36% | - |
 Mastercard (MA) | 3.29% | 3.92% | 82.36% | - |
 Nio (NIO) | 3.28% | 0% | 17.64% | 7/26/2023 |
| Visa (V) | 3.16% | 2.42% | 100% | - |
 McDonald's (MCD) | 3.13% | 3.7% | 82.36% | - |
 Coca-Cola Consolidated (COKE) | 2.89% | 7.09% | 68.81% | - |
 Meta (META) | 2.7% | 3.35% | 82.36% | - |
 Amazon (AMZN) | 2.25% | 2.57% | 82.36% | - |
 Alphabet (GOOG) | 2.15% | 3.53% | 82.36% | - |
 Walmart (WMT) | 2.11% | 0% | 78.54% | 1/22/2026 |
 Vanguard Total International Stock ETF (VXUS) | 1.36% | 3.8% | 45.09% | - |
 SPX500 Index (Non Expiry) (SPX500) | 1.33% | 0% | 13.81% | 12/13/2023 |
 Vanguard Total Stock Market ETF (VTI) | 1.27% | 2.08% | 65.86% | - |
 State Street SPDR S&P 500 ETF (SPY) | 1.18% | 2.01% | 63.68% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1.16% | 5.26% | 42.31% | - |
 Vanguard Real Estate ETF (VNQ) | 1.12% | 3.11% | 47.7% | - |
 Invesco QQQ (QQQ) | 1.06% | 2.07% | 57.34% | - |
 SPDR Gold MiniShares Trust (GLDM) | 0.27% | 2.18% | 15.64% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 0.23% | 1.6% | 15.64% | - |
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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