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Portfolio Diversification
Range
Most Diversified
35 instruments
January 2, 2023
Least Diversified
0 instruments
November 14, 2025
Average
35 instruments
Most Consistent Holdings
Top 5
MSFT99.91%
PG99.91%
WMT99.91%
MA99.91%
V99.91%
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 |
|---|---|---|---|---|
 SPDR Gold (GLD) | 5.83% | 9.2% | 99.91% | - |
 Costco (COST) | 4.81% | 5.1% | 99.91% | - |
 iShares Semiconductor ETF (SOXX) | 4.68% | 5.89% | 99.91% | - |
 Republic Services (RSG) | 4.28% | 4.27% | 99.91% | - |
 Xylem (XYL) | 4.2% | 3.47% | 99.83% | - |
 Live Nation (LYV) | 4.17% | 4.86% | 99.91% | - |
| Microsoft (MSFT) | 4.16% | 3.49% | 99.91% | - |
 Berkshire Hathaway (BRK.B) | 4.15% | 4.04% | 99.74% | - |
 State Street Technology Select Sector SPDR ETF (XLK) | 4% | 4.26% | 99.91% | - |
 Intuit (INTU) | 3.87% | 2.6% | 99.83% | - |
 Waste Management (WM) | 3.83% | 3.89% | 99.91% | - |
 State Street SPDR S&P 500 ETF (SPY) | 3.67% | 3.79% | 99.83% | - |
 Invesco QQQ (QQQ) | 3.59% | 3.87% | 99.83% | - |
| Walmart (WMT) | 3.39% | 4.62% | 99.91% | - |
 Scottish Mortgage (SMT.L) | 3.28% | 3.51% | 99.91% | - |
 iShares Core S&P Small-Cap ETF (IJR) | 3.23% | 3.03% | 99.91% | - |
| Mastercard (MA) | 3.11% | 2.81% | 99.91% | - |
 Lowe's (LOW) | 3.1% | 2.74% | 99.91% | - |
| Visa (V) | 3.08% | 2.79% | 99.91% | - |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 2.81% | 2.64% | 99.91% | - |
| Procter & Gamble (PG) | 2.46% | 1.95% | 99.91% | - |
 NextEra (NEE) | 2.1% | 2.14% | 99.83% | - |
 Digital Realty (DLR) | 2.1% | 2.08% | 99.91% | - |
 American Water (AWK) | 2.08% | 1.69% | 99.91% | - |
 Yadea (1585.HK) | 1.94% | 1.26% | 99.91% | - |
 Darling (DAR) | 1.8% | 1.7% | 99.91% | - |
 AES (AES) | 1.76% | 1.18% | 99.83% | - |
 iShares MSCI China ETF (MCHI) | 1.47% | 1.38% | 99.91% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.24% | 0.95% | 99.91% | - |
 Xinyi Solar (0968.HK) | 0.79% | 0.42% | 99.91% | - |
 SolarEdge (SEDG) | 0.71% | 0.19% | 99.91% | - |
 Sunrun (RUN) | 0.51% | 0.31% | 99.91% | - |
 SunPower (SPWRQ) | 0.34% | 0% | 54.3% | 9/26/2024 |
 Ballard Power (BLDP) | 0.32% | 0.17% | 99.91% | - |
 Nio (NIO) | 0.3% | 0.17% | 99.91% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR Gold (GLD) | 5.06% | 7.89% |
| iShares Semiconductor ETF (SOXX) | 2.53% | 5.62% |
| State Street Technology Select Sector SPDR ETF (XLK) | 2.53% | 4.57% |
| Live Nation (LYV) | 2.53% | 4.55% |
| Costco (COST) | 2.53% | 4.51% |
| Walmart (WMT) | 2.53% | 4.26% |
| Microsoft (MSFT) | 2.53% | 4.23% |
| Berkshire Hathaway (BRK.B) | 2.53% | 4.17% |
| Invesco QQQ (QQQ) | 2.6% | 4.06% |
| Republic Services (RSG) | 2.53% | 4.02% |
| State Street SPDR S&P 500 ETF (SPY) | 2.72% | 3.94% |
| Xylem (XYL) | 4.09% | 3.93% |
| Intuit (INTU) | 2.53% | 3.67% |
| Scottish Mortgage (SMT.L) | 4.66% | 3.66% |
| Waste Management (WM) | 2.53% | 3.56% |
| Visa (V) | 2.53% | 3.16% |
| Mastercard (MA) | 2.53% | 3.14% |
| iShares Core S&P Small-Cap ETF (IJR) | 2.53% | 2.99% |
| First Trust NASDAQ Cybersecurity ETF (CIBR) | 2.53% | 2.92% |
| Lowe's (LOW) | 2.53% | 2.68% |
| NextEra (NEE) | 2.53% | 1.93% |
| Digital Realty (DLR) | 2.54% | 1.88% |
| Procter & Gamble (PG) | 2.53% | 1.86% |
| American Water (AWK) | 2.53% | 1.64% |
| iShares MSCI China ETF (MCHI) | 2.53% | 1.49% |
| Yadea (1585.HK) | 2.53% | 1.3% |
| AES (AES) | 2.53% | 1.23% |
| Darling (DAR) | 2.53% | 1.19% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.53% | 0.96% |
| Sunrun (RUN) | 2.53% | 0.52% |
| Xinyi Solar (0968.HK) | 2.53% | 0.38% |
| Ballard Power (BLDP) | 2.53% | 0.22% |
| Nio (NIO) | 2.53% | 0.19% |
| SolarEdge (SEDG) | 2.53% | 0.17% |
| SunPower (SPWRQ) | 2.53% | 0% |
Cash & Instruments Over Time
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