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Portfolio Diversification
Range
Most Diversified
18 instruments
January 16, 2024
Least Diversified
0 instruments
September 1, 2023
Average
7.5 instruments
Most Consistent Holdings
Top 5
PFE96.45%
GRWG74.04%
VOO73.31%
BA61.21%
MSFT47.03%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since September 1, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 8.2% | 27.7% | 73.31% | - |
| Microsoft (MSFT) | 7.42% | 0% | 47.03% | 2/26/2025 |
| GrowGeneration (GRWG) | 5.58% | 13.37% | 74.04% | - |
| Boeing (BA) | 4.93% | 0% | 61.21% | 7/15/2025 |
| Pfizer (PFE) | 3.65% | 9.86% | 96.45% | - |
 Ethereum (ETH) | 2.89% | 0% | 26.59% | 2/24/2025 |
 M&T Bank (MTB) | 2.75% | 0% | 24.92% | 5/9/2024 |
 Apple (AAPL) | 2.73% | 0% | 14.6% | 7/5/2024 |
 Amazon (AMZN) | 2.46% | 0% | 40.04% | 12/6/2024 |
 Mastercard (MA) | 2.2% | 0% | 11.99% | 10/31/2024 |
 Meta (META) | 1.67% | 0% | 12.62% | 7/5/2024 |
 CVS Health (CVS) | 1.49% | 0% | 29.09% | 2/13/2025 |
 Tesla (TSLA) | 1.32% | 0% | 29.93% | 11/7/2024 |
 Bitcoin (BTC) | 1.29% | 0% | 17.83% | 8/13/2025 |
 Shell (SHEL) | 1.18% | 0% | 14.7% | 4/3/2024 |
 Occidental (OXY) | 0.99% | 0% | 4.17% | 10/18/2023 |
 BP (BP.L) | 0.96% | 0% | 20.23% | 4/12/2024 |
 BlackRock (BLK) | 0.94% | 33.74% | 8.24% | - |
 Direxion Daily FTSE China Bull 3X Shares (YINN) | 0.69% | 0% | 2.61% | 10/2/2023 |
 Coca-Cola (KO) | 0.6% | 0% | 25.76% | 7/26/2024 |
 AstraZeneca (AZN) | 0.47% | 0% | 18.04% | 3/27/2024 |
 Berkshire Hathaway (BRK.B) | 0.39% | 0% | 6.36% | 1/30/2024 |
 Alphabet (GOOGL) | 0.37% | 0% | 14.7% | 4/26/2024 |
 XRP (XRP) | 0.35% | 0% | 7.3% | 2/24/2025 |
 Lockheed Martin (LMT) | 0.28% | 0% | 4.8% | 12/1/2023 |
 Abrdn Platinum ETF Trust (PPLT) | 0.27% | 0% | 6.15% | 7/8/2024 |
 Alphabet (GOOG) | 0.26% | 0% | 7.72% | 1/29/2024 |
 Crowdstrike (CRWD) | 0.25% | 0% | 7.92% | 12/16/2024 |
 Build and Build (BNB) | 0.23% | 0% | 8.45% | 12/5/2024 |
 NVIDIA (NVDA) | 0.22% | 0% | 2.5% | 1/22/2024 |
 Walmart (WMT) | 0.18% | 0% | 7.72% | 2/20/2024 |
 Visa (V) | 0.16% | 0% | 6.26% | 1/19/2024 |
 Rolls-Royce (RR.L) | 0.15% | 0% | 6.57% | 3/19/2024 |
 TRON (TRX) | 0.13% | 0% | 1.77% | 10/6/2023 |
 Solana (SOL) | 0.11% | 0% | 1.04% | 8/23/2025 |
 Netflix (NFLX) | 0.07% | 0% | 2.09% | 12/4/2023 |
 Xiaomi (1810.HK) | 0.02% | 0% | 0.52% | 10/10/2023 |
 Stellar (XLM) | 0.02% | 0% | 0.31% | 2/1/2025 |
 Cardano (ADA) | 0.02% | 0% | 0.42% | 12/6/2023 |
 McDonald's (MCD) | 0.01% | 0% | 0.21% | 12/8/2023 |
 Bitcoin Cash (BCH) | 0.01% | 0% | 0.21% | 9/14/2023 |
 Decentraland (MANA) | 0% | 0% | 0.21% | 12/7/2023 |
 Toyota (TM) | 0% | 0% | 0.1% | 10/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 18.62% | 26.69% |
| GrowGeneration (GRWG) | 27.93% | 17.15% |
| Pfizer (PFE) | 10.88% | 8.91% |
Cash & Instruments Over Time
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