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Portfolio Diversification
Range
Most Diversified
25 instruments
December 3, 2024
Least Diversified
5 instruments
September 10, 2024
Average
20.1 instruments
Most Consistent Holdings
Top 5
JNJ92.26%
WMT92.26%
LLY90.94%
NVDA89.13%
XOM89.13%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 3, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 State Street SPDR S&P 500 ETF (SPY) | 8% | 0% | 45.96% | 2/27/2026 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 6.55% | 17.32% | 70.68% | - |
| Eli Lilly (LLY) | 3.48% | 0% | 90.94% | 2/27/2026 |
| Johnson & Johnson (JNJ) | 3.45% | 3.49% | 92.26% | - |
| Walmart (WMT) | 3.38% | 3.48% | 92.26% | - |
 Meta (META) | 3.27% | 0% | 87.97% | 3/31/2026 |
| NVIDIA (NVDA) | 3.22% | 0% | 89.13% | 3/31/2026 |
| ExxonMobil (XOM) | 3.21% | 3.47% | 89.13% | - |
 Apple (AAPL) | 3.2% | 0% | 86.33% | 1/30/2026 |
 Amazon (AMZN) | 3.16% | 0% | 85.17% | 1/30/2026 |
 Berkshire Hathaway (BRK.B) | 3.12% | 0% | 84.84% | 2/27/2026 |
 Broadcom (AVGO) | 3.1% | 0% | 85.5% | 1/30/2026 |
 Costco (COST) | 3.08% | 3.48% | 82.37% | - |
 JPMorgan (JPM) | 3.06% | 0% | 82.21% | 1/30/2026 |
 Visa (V) | 3% | 0% | 80.23% | 1/30/2026 |
 Mastercard (MA) | 2.93% | 0% | 80.23% | 1/30/2026 |
 Microsoft (MSFT) | 2.9% | 0% | 78.09% | 12/11/2025 |
 Alphabet (GOOG) | 2.86% | 0% | 78.25% | 2/27/2026 |
 Tesla (TSLA) | 2.55% | 0% | 79.74% | 1/30/2026 |
 Netflix (NFLX) | 2.23% | 0% | 61.78% | 12/11/2025 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 2.19% | 0% | 7.91% | 1/17/2025 |
 Procter & Gamble (PG) | 2.02% | 0% | 57% | 3/31/2026 |
 SPDR Gold (GLD) | 1.92% | 0% | 17.96% | 5/12/2025 |
 UnitedHealth (UNH) | 1.53% | 0% | 42.34% | 6/2/2025 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.93% | 0% | 14% | 3/31/2025 |
 Oracle (ORCL) | 0.86% | 0% | 26.52% | 12/11/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.86% | 0% | 4.45% | 8/29/2024 |
 Palantir (PLTR) | 0.77% | 0% | 22.73% | 1/30/2026 |
 iShares Edge MSCI USA Quality (QUAL) | 0.54% | 0% | 3.62% | 9/18/2024 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.54% | 0% | 3.62% | 9/18/2024 |
 iShares 3-7 Year Treasury Bond ETF (IEI) | 0.49% | 0% | 3.29% | 9/18/2024 |
 Vanguard S&P 500 Value ETF (VOOV) | 0.48% | 0% | 3.95% | 9/9/2024 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.43% | 0% | 3.13% | 8/21/2024 |
 AbbVie (ABBV) | 0.42% | 0% | 12.52% | 3/31/2026 |
 Alphabet (GOOGL) | 0.41% | 0% | 10.71% | 12/11/2025 |
 ProShares UltraPro QQQ (TQQQ) | 0.39% | 0% | 7.58% | 12/18/2024 |
 Home Depot (HD) | 0.36% | 0% | 10.54% | 3/31/2026 |
 Micron (MU) | 0.34% | 3.65% | 10.05% | - |
 MicroStrategy (MSTR) | 0.33% | 0% | 17.96% | 11/17/2025 |
 GE (GE) | 0.29% | 0% | 7.25% | 3/31/2026 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.29% | 0% | 4.12% | 3/19/2025 |
 Bank of America (BAC) | 0.29% | 0% | 8.24% | 1/30/2026 |
 Vanguard Value ETF (VTV) | 0.27% | 0% | 1.48% | 9/18/2024 |
 Coinbase (COIN) | 0.24% | 0% | 12.19% | 1/30/2026 |
 Coca-Cola (KO) | 0.23% | 3.48% | 6.59% | - |
 Chevron (CVX) | 0.21% | 3.48% | 5.44% | - |
 Raytheon (RTX) | 0.2% | 3.49% | 5.44% | - |
 Caterpillar (CAT) | 0.19% | 3.49% | 5.44% | - |
 Merck (MRK) | 0.19% | 3.46% | 5.44% | - |
 ProShares Short QQQ ETF (PSQ) | 0.19% | 0% | 2.8% | 9/9/2024 |
 Applied Materials (AMAT) | 0.18% | 3.54% | 5.44% | - |
 Goldman Sachs (GS) | 0.18% | 0% | 5.27% | 3/31/2026 |
 Lam Research (LRCX) | 0.18% | 3.53% | 5.44% | - |
 Philip Morris (PM) | 0.18% | 3.47% | 5.44% | - |
 ProShares UltraPro Dow30 (UDOW) | 0.16% | 0% | 2.8% | 12/18/2024 |
 AMD (AMD) | 0.15% | 0% | 4.61% | 11/28/2025 |
 Progressive (PGR) | 0.12% | 0% | 1.98% | 9/30/2024 |
 Direxion Daily S&P 500 Bear 3X Shares (SPXS) | 0.11% | 0% | 4.28% | 11/20/2025 |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 0.1% | 0% | 0.99% | 9/5/2024 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.08% | 0% | 1.81% | 3/25/2025 |
 State Street Technology Select Sector SPDR ETF (XLK) | 0.05% | 0% | 0.99% | 9/18/2024 |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.03% | 0% | 1.15% | 4/11/2025 |
 Lockheed Martin (LMT) | 0.02% | 0% | 0.49% | 9/30/2024 |
 iShares Edge MSCI USA Momentum (MTUM) | 0.02% | 0% | 0.33% | 9/18/2024 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.01% | 0% | 0.33% | 8/30/2024 |
 GE Vernova (GEV) | 0.01% | 3.53% | 0.16% | - |
 Intel (INTC) | 0.01% | 3.53% | 0.16% | - |
 T-Mobile (TMUS) | 0.01% | 3.49% | 0.16% | - |
 PepsiCo (PEP) | 0.01% | 3.48% | 0.16% | - |
 Verizon (VZ) | 0.01% | 3.48% | 0.16% | - |
 McDonald's (MCD) | 0.01% | 3.48% | 0.16% | - |
 Linde (LIN) | 0.01% | 3.47% | 0.16% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 14% | 14% |
| Direxion Daily S&P 500 Bull 3X (SPXL) | 8.5% | 8.36% |
| Berkshire Hathaway (BRK.B) | 3.5% | 3.55% |
| Alphabet (GOOG) | 3.5% | 3.55% |
| Amazon (AMZN) | 3.5% | 3.53% |
| NVIDIA (NVDA) | 3.5% | 3.52% |
| ExxonMobil (XOM) | 3.5% | 3.52% |
| Apple (AAPL) | 3.5% | 3.52% |
| Eli Lilly (LLY) | 3.5% | 3.51% |
| Walmart (WMT) | 3.5% | 3.51% |
| JPMorgan (JPM) | 3.5% | 3.51% |
| Johnson & Johnson (JNJ) | 3.5% | 3.51% |
| Broadcom (AVGO) | 3.5% | 3.5% |
| Visa (V) | 3.5% | 3.5% |
| Bank of America (BAC) | 3.5% | 3.5% |
| Mastercard (MA) | 3.5% | 3.49% |
| Tesla (TSLA) | 3.5% | 3.4% |
| Palantir (PLTR) | 3.5% | 3.37% |
| Coinbase (COIN) | 2% | 1.95% |
Cash & Instruments Over Time
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