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Portfolio Diversification
Range
Most Diversified
13 instruments
January 15, 2022
Least Diversified
0 instruments
November 14, 2025
Average
5 instruments
Most Consistent Holdings
Top 5
LUV96.72%
C48.95%
JPM44.82%
BTI38.85%
TLT37.8%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Southwest (LUV) | 41.17% | 0% | 96.72% | 2/17/2026 |
| JPMorgan (JPM) | 11.87% | 0% | 44.82% | 12/14/2023 |
| British American Tobacco (BTI) | 10.49% | 0% | 38.85% | 5/21/2025 |
| iShares 20+ Year Treasury Bond ETF (TLT) | 8.73% | 15.72% | 37.8% | - |
 Delta (DAL) | 7.38% | 0% | 33.92% | 6/27/2023 |
| Citi (C) | 5.61% | 0% | 48.95% | 4/3/2024 |
 Las Vegas Sands (LVS) | 3.11% | 0% | 23.1% | 1/10/2023 |
 Alphabet (GOOG) | 1.93% | 0% | 28.41% | 5/19/2023 |
 Unity (U) | 1.8% | 65.09% | 4.07% | - |
 Verizon (VZ) | 1.45% | 0% | 7.15% | 11/1/2023 |
 Microsoft (MSFT) | 1.03% | 14.6% | 10.56% | - |
 TSMC (TSM) | 0.77% | 0% | 25.2% | 7/12/2023 |
 NVIDIA (NVDA) | 0.77% | 0% | 21.92% | 1/27/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.29% | 0% | 2.36% | 4/22/2022 |
 Realty Income (O) | 0.28% | 0% | 10.24% | 4/19/2024 |
 Tesla (TSLA) | 0.17% | 4.43% | 5.05% | - |
 Starbucks (SBUX) | 0.17% | 0% | 19.75% | 12/1/2022 |
 Johnson & Johnson (JNJ) | 0.12% | 0% | 0.46% | 4/10/2024 |
 Dogecoin (DOGE) | 0.08% | 0.09% | 29.86% | - |
 NextEra (NEE) | 0.07% | 0% | 8.33% | 11/5/2025 |
 Vertiv (VRT) | 0.05% | 0% | 0.26% | 2/13/2026 |
 McDonald's (MCD) | 0.02% | 0% | 1.57% | 2/7/2022 |
 Enbridge (ENB) | 0.01% | 0% | 0.2% | 3/2/2023 |
 Apple (AAPL) | 0.01% | 0% | 1.57% | 1/31/2022 |
 Rolls-Royce (RR.L) | 0% | 0% | 0.07% | 2/14/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Southwest (LUV) | 79.85% | 79.36% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 18.96% | 19.59% |
| Microsoft (MSFT) | 0.68% | 0.76% |
| Dogecoin (DOGE) | 0.39% | 0.14% |
Cash & Instruments Over Time
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