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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
LUV87.17%
C44.12%
TLT40.45%
JPM40.39%
BTI35.01%
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) | 37.11% | 0% | 87.17% | 2/17/2026 |
| JPMorgan (JPM) | 10.69% | 0% | 40.39% | 12/14/2023 |
| British American Tobacco (BTI) | 9.46% | 0% | 35.01% | 5/21/2025 |
| iShares 20+ Year Treasury Bond ETF (TLT) | 8.75% | 0% | 40.45% | 7/28/2026 |
 Delta (DAL) | 6.65% | 0% | 30.57% | 6/27/2023 |
| Citi (C) | 5.06% | 0% | 44.12% | 4/3/2024 |
 Unity (U) | 4.73% | 0% | 9.76% | 7/23/2026 |
 Las Vegas Sands (LVS) | 2.8% | 0% | 20.82% | 1/10/2023 |
 Alphabet (GOOG) | 2.68% | 34.32% | 28.62% | - |
 Microsoft (MSFT) | 2.39% | 0% | 16.09% | 7/31/2026 |
 TSMC (TSM) | 1.61% | 29.32% | 25.84% | - |
 Verizon (VZ) | 1.3% | 0% | 6.45% | 11/1/2023 |
 NVIDIA (NVDA) | 0.99% | 0% | 23.36% | 8/10/2026 |
 NextEra (NEE) | 0.73% | 10.78% | 12.95% | - |
 AMD (AMD) | 0.58% | 25.48% | 2.84% | - |
 Realty Income (O) | 0.31% | 0% | 9.76% | 8/19/2026 |
 Tesla (TSLA) | 0.28% | 0% | 7.51% | 5/28/2026 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.26% | 0% | 2.13% | 4/22/2022 |
 Starbucks (SBUX) | 0.15% | 0% | 17.8% | 12/1/2022 |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 0.14% | 0% | 2.19% | 7/6/2026 |
 Johnson & Johnson (JNJ) | 0.11% | 0% | 0.41% | 4/10/2024 |
 Dogecoin (DOGE) | 0.07% | 0% | 32.11% | 7/7/2026 |
 Apple (AAPL) | 0.07% | 0% | 1.95% | 8/19/2026 |
 Vertiv (VRT) | 0.04% | 0% | 0.24% | 2/13/2026 |
 McDonald's (MCD) | 0.02% | 0% | 1.42% | 2/7/2022 |
 Enbridge (ENB) | 0.01% | 0% | 0.18% | 3/2/2023 |
 Rolls-Royce (RR.L) | 0% | 0% | 0.06% | 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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