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Portfolio Diversification
Range
Most Diversified
7 instruments
April 10, 2025
Least Diversified
0 instruments
June 15, 2024
Average
4.2 instruments
Most Consistent Holdings
Top 5
AMZN70.78%
COST57.81%
NVDA49.87%
META49.12%
DAL38.79%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 25.08% | 0% | 49.12% | 4/4/2025 |
| Amazon (AMZN) | 17.37% | 18.45% | 70.78% | - |
| NVIDIA (NVDA) | 6.89% | 15.72% | 49.87% | - |
| Costco (COST) | 5.5% | 11.06% | 57.81% | - |
| Delta (DAL) | 5.37% | 13.84% | 38.79% | - |
 American Airlines (AAL) | 5.15% | 11.37% | 36.78% | - |
 Tesla (TSLA) | 4.9% | 15.87% | 32.37% | - |
 State Street SPDR S&P 500 ETF (SPY) | 4.79% | 13.44% | 37.15% | - |
 Walmart (WMT) | 1.24% | 0% | 20.65% | 6/14/2024 |
 Bitcoin (BTC) | 0.68% | 0% | 3.27% | 7/25/2024 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.67% | 0% | 3.27% | 2/19/2025 |
 Disney (DIS) | 0.39% | 0% | 2.14% | 1/23/2025 |
 Novo-Nordisk (NVO) | 0.35% | 0% | 3.53% | 2/21/2025 |
 fuboTV (FUBO) | 0.35% | 0% | 11.71% | 4/15/2025 |
 TMTG (DJT) | 0.25% | 0% | 3.02% | 6/3/2025 |
 AZEK (AZEK) | 0.06% | 0% | 0.76% | 4/15/2025 |
 Alphabet (GOOG) | 0.03% | 0% | 0.76% | 4/15/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 21.39% | 18.21% |
| Tesla (TSLA) | 13.15% | 16.4% |
| NVIDIA (NVDA) | 13.15% | 15.03% |
| Delta (DAL) | 13.15% | 14.84% |
| American Airlines (AAL) | 13.15% | 14.22% |
| State Street SPDR S&P 500 ETF (SPY) | 13.16% | 12.42% |
| Costco (COST) | 12.62% | 8.7% |
Cash & Instruments Over Time
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