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Portfolio Diversification
Range
Most Diversified
35 instruments
January 2, 2023
Least Diversified
0 instruments
November 14, 2025
Average
34.9 instruments
Most Consistent Holdings
Top 5
MSFT99.75%
PG99.75%
WMT99.75%
MA99.75%
V99.75%
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) | 5.93% | 8.15% | 99.75% | - |
 Costco (COST) | 4.82% | 5.01% | 99.75% | - |
 iShares Semiconductor ETF (SOXX) | 4.74% | 7.81% | 99.75% | - |
 Republic Services (RSG) | 4.26% | 3.75% | 99.75% | - |
 Live Nation (LYV) | 4.19% | 4.58% | 99.75% | - |
 Xylem (XYL) | 4.17% | 3.29% | 99.67% | - |
 Berkshire Hathaway (BRK.B) | 4.13% | 3.7% | 99.42% | - |
| Microsoft (MSFT) | 4.12% | 3.48% | 99.75% | - |
 State Street Technology Select Sector SPDR ETF (XLK) | 4.01% | 4.7% | 99.75% | - |
 Waste Management (WM) | 3.82% | 3.54% | 99.75% | - |
 Intuit (INTU) | 3.8% | 2.01% | 99.67% | - |
 State Street SPDR S&P 500 ETF (SPY) | 3.67% | 3.89% | 99.67% | - |
 Invesco QQQ (QQQ) | 3.6% | 4.11% | 99.67% | - |
| Walmart (WMT) | 3.43% | 4.74% | 99.75% | - |
 Scottish Mortgage (SMT.L) | 3.29% | 4.11% | 99.75% | - |
 iShares Core S&P Small-Cap ETF (IJR) | 3.22% | 3.2% | 99.75% | - |
| Mastercard (MA) | 3.09% | 2.62% | 99.75% | - |
 Lowe's (LOW) | 3.07% | 2.56% | 99.75% | - |
| Visa (V) | 3.06% | 2.63% | 99.75% | - |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 2.8% | 2.58% | 99.75% | - |
| Procter & Gamble (PG) | 2.43% | 1.79% | 99.75% | - |
 NextEra (NEE) | 2.1% | 2.2% | 99.67% | - |
 Digital Realty (DLR) | 2.1% | 2.28% | 99.75% | - |
 American Water (AWK) | 2.06% | 1.6% | 99.75% | - |
 Yadea (1585.HK) | 1.91% | 1.31% | 99.75% | - |
 Darling (DAR) | 1.8% | 1.91% | 99.75% | - |
 AES (AES) | 1.73% | 1.16% | 99.67% | - |
 iShares MSCI China ETF (MCHI) | 1.46% | 1.35% | 99.75% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.23% | 0.9% | 99.75% | - |
 Xinyi Solar (0968.HK) | 0.77% | 0.38% | 99.75% | - |
 SolarEdge (SEDG) | 0.69% | 0.26% | 99.75% | - |
 Sunrun (RUN) | 0.51% | 0.35% | 99.75% | - |
 SunPower (SPWRQ) | 0.33% | 0% | 52.13% | 9/26/2024 |
 Ballard Power (BLDP) | 0.32% | 0.28% | 99.75% | - |
 Nio (NIO) | 0.29% | 0.22% | 99.75% | - |
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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