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Portfolio Diversification
Range
Most Diversified
22 instruments
September 11, 2025
Least Diversified
0 instruments
January 3, 2024
Average
9.9 instruments
Most Consistent Holdings
Top 5
BTI55.61%
HSY53.34%
O52.39%
PEP49.16%
TGT47.37%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 3, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 5.65% | 0% | 19.09% | 6/18/2025 |
| British American Tobacco (BTI) | 3.21% | 3.83% | 55.61% | - |
| Target (TGT) | 2.93% | 3.89% | 47.37% | - |
| Hershey (HSY) | 2.87% | 3.98% | 53.34% | - |
| Realty Income (O) | 2.85% | 0% | 52.39% | 4/8/2026 |
 NVIDIA (NVDA) | 2.83% | 0% | 30.43% | 11/6/2025 |
 UnitedHealth (UNH) | 2.58% | 6.14% | 38.9% | - |
 Microsoft (MSFT) | 2.57% | 13.29% | 45.58% | - |
 Adobe (ADBE) | 2.56% | 6.98% | 37.11% | - |
 Meta (META) | 2.56% | 8.65% | 42.96% | - |
 Alphabet (GOOG) | 2.44% | 0% | 46.3% | 3/19/2026 |
| PepsiCo (PEP) | 2.18% | 2.69% | 49.16% | - |
 Salesforce (CRM) | 1.97% | 5.73% | 29% | - |
 Nike (NKE) | 1.72% | 2.43% | 34.01% | - |
 Starbucks (SBUX) | 1.68% | 0% | 38.42% | 3/16/2026 |
 Tyson Foods (TSN) | 1.59% | 3.54% | 31.5% | - |
 Amazon (AMZN) | 1.45% | 0% | 27.57% | 3/26/2026 |
 Chipotle (CMG) | 0.86% | 0% | 33.53% | 3/31/2026 |
 Hims & Hers (HIMS) | 0.86% | 0% | 5.85% | 2/18/2026 |
 Netflix (NFLX) | 0.81% | 2.64% | 16.23% | - |
 Pfizer (PFE) | 0.77% | 3.54% | 20.05% | - |
 Centene (CNC) | 0.68% | 0% | 20.76% | 3/12/2026 |
 Merck (MRK) | 0.68% | 2.41% | 20.53% | - |
 Oracle (ORCL) | 0.64% | 7.46% | 10.26% | - |
 ExxonMobil (XOM) | 0.61% | 0% | 11.69% | 4/17/2025 |
 Deckers (DECK) | 0.59% | 0% | 17.3% | 10/15/2025 |
 Novo-Nordisk (NVO) | 0.54% | 0% | 21.24% | 2/25/2026 |
 MercadoLibre (MELI) | 0.4% | 7.34% | 6.44% | - |
 Uber (UBER) | 0.39% | 0.81% | 8.95% | - |
 Lululemon (LULU) | 0.38% | 0% | 10.02% | 10/16/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.34% | 0% | 3.82% | 10/22/2025 |
 e.l.f. (ELF) | 0.31% | 1.86% | 9.43% | - |
 UPS (UPS) | 0.21% | 0% | 5.25% | 9/19/2025 |
 Occidental (OXY) | 0.21% | 0% | 6.44% | 3/4/2025 |
 Chord Energy (CHRD) | 0.18% | 0% | 5.61% | 2/25/2025 |
 Shopify (SHOP) | 0.16% | 0% | 6.56% | 3/6/2025 |
 Tidewater (TDW) | 0.15% | 0% | 6.32% | 3/4/2025 |
 CAVA (CAVA) | 0.13% | 0% | 8% | 12/5/2025 |
 AMD (AMD) | 0.1% | 0% | 4.06% | 3/4/2025 |
 Domino's (DPZ) | 0.09% | 0% | 2.27% | 1/28/2025 |
 Constellation Brands (STZ) | 0.09% | 0% | 8% | 9/12/2025 |
 Ford (F) | 0.08% | 0% | 7.88% | 8/7/2025 |
 Visa (V) | 0.06% | 3.26% | 1.67% | - |
 UiPath (PATH) | 0.04% | 0% | 3.58% | 10/30/2025 |
 MP Materials (MP) | 0.04% | 0% | 1.79% | 11/6/2025 |
 Ionq (IONQ) | 0.04% | 0% | 5.01% | 3/4/2025 |
 Sprouts (SFM) | 0.04% | 1.17% | 5.97% | - |
 Robinhood Markets Inc. (HOOD) | 0.03% | 0% | 3.58% | 4/16/2025 |
 AppLovin (APP) | 0.03% | 0% | 1.79% | 12/16/2025 |
 PayPal (PYPL) | 0.03% | 0% | 2.51% | 3/17/2025 |
 Trade Desk (TTD) | 0.02% | 0% | 0.84% | 3/4/2025 |
 Vanguard Small-Cap ETF (VB) | 0.02% | 0% | 0.48% | 1/13/2025 |
 Vanguard Total International Stock ETF (VXUS) | 0.02% | 0% | 0.72% | 1/15/2025 |
 Vanguard Total International Bond ETF (BNDX) | 0.02% | 0% | 0.6% | 1/14/2025 |
 Global Payments (GPN) | 0.01% | 0% | 2.15% | 4/4/2025 |
 Spotify (SPOT) | 0.01% | 0% | 0.12% | 1/10/2025 |
 Nio (NIO) | 0.01% | 0% | 1.31% | 9/2/2025 |
 Berkshire Hathaway (BRK.B) | 0.01% | 0% | 0.48% | 1/13/2025 |
 Jpm Nasdaq Equity Premium (JEPQ) | 0.01% | 0% | 0.36% | 4/17/2025 |
 Lumen (LUMN) | 0% | 0% | 1.79% | 1/30/2025 |
 Endeavour Silver (EXK) | 0% | 0% | 1.19% | 3/21/2025 |
 Upwork (UPWK) | 0% | 0% | 0.84% | 4/17/2025 |
 Intel (INTC) | 0% | 0% | 0.12% | 8/20/2025 |
 SoFi (SOFI) | 0% | 0% | 0.12% | 8/1/2025 |
 Tesla (TSLA) | 0% | 0% | 0.12% | 10/23/2025 |
 Costco (COST) | 0% | 0% | 0.12% | 12/18/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Salesforce (CRM) | 8.79% | 8.6% |
| Adobe (ADBE) | 9.11% | 8.38% |
| Target (TGT) | 8.37% | 8.3% |
| UnitedHealth (UNH) | 6.48% | 6.59% |
| Meta (META) | 6.59% | 6.55% |
| Realty Income (O) | 6.83% | 6.23% |
| Tyson Foods (TSN) | 6.16% | 6.18% |
| Hershey (HSY) | 5.62% | 5.67% |
| Starbucks (SBUX) | 5.55% | 5.19% |
| Amazon (AMZN) | 5.1% | 4.65% |
| British American Tobacco (BTI) | 3.41% | 4.47% |
| Centene (CNC) | 3.76% | 4.12% |
| Pfizer (PFE) | 4.38% | 3.97% |
| PepsiCo (PEP) | 4.13% | 3.93% |
| Chipotle (CMG) | 3.5% | 3.73% |
| Merck (MRK) | 3.1% | 3.37% |
| Novo-Nordisk (NVO) | 3.44% | 3.28% |
| Alphabet (GOOG) | 1.51% | 2.68% |
| Netflix (NFLX) | 2.64% | 2.32% |
| Microsoft (MSFT) | 1.54% | 1.78% |
Cash & Instruments Over Time
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