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Portfolio Diversification
Range
Most Diversified
33 instruments
July 28, 2023
Least Diversified
0 instruments
January 2, 2023
Average
12.5 instruments
Most Consistent Holdings
Top 5
AAPL84.29%
MA84.29%
SPGI84.21%
MSFT83.96%
TXRH83.63%
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 |
|---|---|---|---|---|
 Schwab US Dividend Equity ETF (SCHD) | 30.01% | 37.92% | 83.38% | - |
 Vanguard Information Technology (VGT) | 28.08% | 40.41% | 81.04% | - |
 gauravk_in | 7.45% | 0% | 16.04% | 8/14/2023 |
 adams302 | 4.57% | 0% | 10.19% | 5/15/2023 |
 Bitcoin (BTC) | 4.57% | 7.27% | 46.95% | - |
 Napoleon-X | 4.14% | 2.31% | 84.04% | - |
| Microsoft (MSFT) | 2.11% | 2.09% | 83.96% | - |
| Apple (AAPL) | 2.08% | 2.52% | 84.29% | - |
| Texas Roadhouse (TXRH) | 1.98% | 1.96% | 83.63% | - |
 Crypto-currency | 1.94% | 0.02% | 83.79% | - |
| S&P Global (SPGI) | 1.89% | 1.74% | 84.21% | - |
| Mastercard (MA) | 1.01% | 1.01% | 84.29% | - |
 creativemedia | 0.96% | 0% | 1.92% | 2/3/2023 |
 Canadian Pacific (CP) | 0.75% | 0.77% | 82.54% | - |
| 0.63% | 0% | 8.86% | 10/2/2023 | |
 Ethereum (ETH) | 0.61% | 0.96% | 46.53% | - |
 ARMOUR Residential REIT (ARR) | 0.59% | 0.54% | 82.79% | - |
 10xCycleTrader | 0.57% | 0% | 1.75% | 6/5/2023 |
 Chipotle (CMG) | 0.52% | 0% | 12.87% | 1/5/2024 |
 SimonAPedersen | 0.47% | 0% | 11.61% | 12/5/2023 |
 steveli1029 | 0.36% | 0% | 11.61% | 12/5/2023 |
 aar0ntw | 0.31% | 0% | 11.86% | 12/8/2023 |
 VICI Properties (VICI) | 0.26% | 0% | 15.46% | 1/11/2024 |
 DiogoRolo | 0.24% | 0% | 4.59% | 8/14/2023 |
 NoImportan3 | 0.2% | 0% | 11.7% | 12/14/2023 |
 LoicInv | 0.18% | 0% | 1.42% | 5/23/2023 |
 Solana (SOL) | 0.18% | 0.19% | 45.86% | - |
 Aukie2008 | 0.18% | 0% | 3.76% | 8/14/2023 |
 SystematicAlgo | 0.16% | 0% | 7.35% | 9/27/2023 |
 Texas Instruments (TXN) | 0.16% | 0% | 13.7% | 1/11/2024 |
 KeshavLohiya | 0.1% | 0% | 2.67% | 8/14/2023 |
 DividendGrowth | 0.1% | 0% | 2.76% | 8/14/2023 |
 Raytheon (RTX) | 0.08% | 0% | 1.25% | 5/23/2023 |
| 0.07% | 0% | 2.51% | 8/14/2023 | |
 celesh | 0.06% | 0% | 2.59% | 7/28/2023 |
 DennisFantoni | 0.05% | 0% | 2.34% | 8/14/2023 |
 bluewr | 0.05% | 0% | 0.58% | 6/1/2023 |
 Costco (COST) | 0.05% | 0% | 2.84% | 8/14/2023 |
 Pfizer (PFE) | 0.05% | 0% | 1.67% | 6/20/2023 |
 IBM (IBM) | 0.05% | 0% | 1.67% | 6/20/2023 |
 Johnson & Johnson (JNJ) | 0.05% | 0% | 1.67% | 6/20/2023 |
 Chevron (CVX) | 0.05% | 0% | 1.67% | 6/20/2023 |
 Coca-Cola (KO) | 0.04% | 0% | 1.67% | 6/20/2023 |
 Visa (V) | 0.04% | 0% | 2.59% | 8/14/2023 |
 Union Pacific (UNP) | 0.04% | 0% | 3.26% | 8/14/2023 |
 Intuit (INTU) | 0.04% | 0% | 3.34% | 8/14/2023 |
 JPMorgan (JPM) | 0.04% | 0% | 2.92% | 8/14/2023 |
 ExxonMobil (XOM) | 0.03% | 0% | 1.25% | 6/15/2023 |
 Procter & Gamble (PG) | 0.03% | 0% | 1.25% | 6/15/2023 |
 AbbVie (ABBV) | 0.03% | 0% | 1.25% | 6/15/2023 |
 AT&T (T) | 0.03% | 0% | 1.25% | 6/15/2023 |
 Verizon (VZ) | 0.03% | 0% | 1.25% | 6/15/2023 |
 Domino's (DPZ) | 0.03% | 0% | 1.75% | 8/14/2023 |
 Intel (INTC) | 0.02% | 0% | 1.5% | 8/14/2023 |
 yhk888 | 0.02% | 0% | 0.33% | 6/30/2023 |
 EUR/HUF (EURHUF) | 0.01% | 0% | 0.42% | 7/2/2023 |
 Imbolex | 0% | 0% | 0.08% | 6/28/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Information Technology (VGT) | 32.37% | 39.52% |
| Schwab US Dividend Equity ETF (SCHD) | 45.06% | 35.2% |
| Bitcoin (BTC) | 4.29% | 8.74% |
| Napoleon-X | 4.12% | 2.99% |
| Apple (AAPL) | 2.57% | 2.69% |
| Microsoft (MSFT) | 2.45% | 2.49% |
| S&P Global (SPGI) | 2.32% | 2.17% |
| Texas Roadhouse (TXRH) | 2.03% | 2.13% |
| Ethereum (ETH) | 1.18% | 1.28% |
| Mastercard (MA) | 1.16% | 1.18% |
| Canadian Pacific (CP) | 1.16% | 0.72% |
| ARMOUR Residential REIT (ARR) | 1.16% | 0.57% |
| Solana (SOL) | 0.09% | 0.29% |
| Crypto-currency | 0.03% | 0.02% |
Cash & Instruments Over Time
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