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Portfolio Diversification
Range
Most Diversified
16 instruments
January 1, 2022
Least Diversified
0 instruments
April 4, 2026
Average
15.5 instruments
Most Consistent Holdings
Top 5
AAPL99.81%
GOOG99.81%
META99.81%
BA99.81%
DIS99.81%
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 |
|---|---|---|---|---|
 Invesco QQQ (QQQ) | 28.76% | 31.65% | 99.81% | - |
 Berkshire Hathaway (BRK.B) | 8.99% | 6.39% | 99.81% | - |
| Alphabet (GOOG) | 8.49% | 12.75% | 99.81% | - |
| Apple (AAPL) | 8.34% | 8.67% | 99.81% | - |
| Meta (META) | 6.57% | 6.5% | 99.81% | - |
| Boeing (BA) | 6.52% | 4.78% | 99.81% | - |
 Microsoft (MSFT) | 5.73% | 0% | 99.56% | 6/6/2026 |
 Ethereum (ETH) | 4.72% | 0% | 79.38% | 7/15/2025 |
 Tesla (TSLA) | 3.06% | 2.9% | 99.75% | - |
 Johnson & Johnson (JNJ) | 2.28% | 1.19% | 99.68% | - |
 Procter & Gamble (PG) | 2.18% | 1.34% | 99.81% | - |
 Amazon (AMZN) | 1.84% | 0% | 99.56% | 6/6/2026 |
| Disney (DIS) | 1.79% | 1.11% | 99.81% | - |
 Visa (V) | 0.97% | 0.78% | 99.75% | - |
 McDonald's (MCD) | 0.86% | 0.29% | 99.81% | - |
 TSMC (TSM) | 0.58% | 13.29% | 4.54% | - |
 Dogecoin (DOGE) | 0.05% | 0% | 64.69% | 11/24/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 26.43% | 29.89% |
| Alphabet (GOOG) | 5.78% | 11.89% |
| Apple (AAPL) | 5.86% | 8.33% |
| Berkshire Hathaway (BRK.B) | 6.18% | 8.26% |
| Meta (META) | 6.14% | 7.87% |
| Microsoft (MSFT) | 4.81% | 5.48% |
| Boeing (BA) | 8.09% | 5.23% |
| Tesla (TSLA) | 0.82% | 3.61% |
| Johnson & Johnson (JNJ) | 2.87% | 1.96% |
| Amazon (AMZN) | 2.54% | 1.87% |
| Procter & Gamble (PG) | 2.46% | 1.43% |
| Disney (DIS) | 2.76% | 1.38% |
| Visa (V) | 0.93% | 0.92% |
| McDonald's (MCD) | 0.82% | 0.66% |
Cash & Instruments Over Time
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