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Portfolio Diversification
Range
Most Diversified
15 instruments
March 26, 2022
Least Diversified
0 instruments
February 2, 2025
Average
14.9 instruments
Most Consistent Holdings
Top 5
AAPL99.74%
MSFT99.74%
BA99.74%
BAC99.74%
UNH99.74%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 14.53% | 10.22% | 99.74% | - |
| Microsoft (MSFT) | 13.11% | 10.53% | 99.74% | - |
 Marathon Petroleum (MPC) | 10.33% | 12.23% | 99.74% | - |
 Mastercard (MA) | 7.21% | 5.35% | 99.74% | - |
 Lockheed Martin (LMT) | 6.69% | 6.09% | 99.74% | - |
 NextEra (NEE) | 5.56% | 4.38% | 99.74% | - |
| UnitedHealth (UNH) | 5.34% | 2.24% | 99.74% | - |
| Boeing (BA) | 4.71% | 2.75% | 99.74% | - |
| Bank of America (BAC) | 4.69% | 6.26% | 99.74% | - |
 ProShares UltraPro QQQ (TQQQ) | 3.43% | 3.16% | 99.74% | - |
 Airbus (AIR.PA) | 3.13% | 2.96% | 99.74% | - |
 Proshares Ultra S&P 500 (SSO) | 2.86% | 2.07% | 99.74% | - |
 Linde (LIN) | 2.84% | 3.33% | 97.01% | - |
 Prologis (PLD) | 2.4% | 1.66% | 94.35% | - |
 Visa (V) | 2.15% | 2.04% | 99.74% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 13.55% | 17.63% |
| Microsoft (MSFT) | 15% | 15.75% |
| Marathon Petroleum (MPC) | 3.61% | 9.29% |
| Mastercard (MA) | 6.32% | 7.29% |
| Bank of America (BAC) | 6.5% | 6.6% |
| NextEra (NEE) | 8.58% | 6.02% |
| Lockheed Martin (LMT) | 7.68% | 5.94% |
| ProShares UltraPro QQQ (TQQQ) | 4.88% | 5.02% |
| Boeing (BA) | 5.87% | 4.5% |
| Airbus (AIR.PA) | 2.71% | 4.03% |
| Proshares Ultra S&P 500 (SSO) | 3.16% | 3.55% |
| UnitedHealth (UNH) | 7.5% | 3.47% |
| Linde (LIN) | 3.61% | 2.97% |
| Visa (V) | 2.71% | 2.74% |
| Prologis (PLD) | 3.79% | 2.33% |
Cash & Instruments Over Time
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