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
AAPL99.91%
MSFT99.91%
BA99.91%
BAC99.91%
UNH99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Apple (AAPL) | 14.05% | 16.23% | 99.91% | - |
| Microsoft (MSFT) | 12.31% | 15.22% | 99.91% | - |
 Marathon Petroleum (MPC) | 10.2% | 9.27% | 99.91% | - |
 Mastercard (MA) | 7.19% | 8.39% | 99.91% | - |
 Lockheed Martin (LMT) | 6.77% | 7.23% | 99.91% | - |
| UnitedHealth (UNH) | 5.94% | 6.06% | 99.91% | - |
 NextEra (NEE) | 5.38% | 6.32% | 99.91% | - |
| Boeing (BA) | 4.75% | 4.26% | 99.91% | - |
| Bank of America (BAC) | 4.24% | 5.71% | 99.91% | - |
 ProShares UltraPro QQQ (TQQQ) | 3.09% | 2.74% | 99.91% | - |
 Airbus (AIR.PA) | 2.91% | 3.43% | 99.91% | - |
 Proshares Ultra S&P 500 (SSO) | 2.71% | 2.8% | 99.91% | - |
 Linde (LIN) | 2.69% | 4% | 96.33% | - |
 Prologis (PLD) | 2.44% | 2.37% | 92.83% | - |
 Visa (V) | 1.97% | 3.27% | 99.91% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 13.76% | 18.24% |
| Microsoft (MSFT) | 15.22% | 15.43% |
| Marathon Petroleum (MPC) | 3.67% | 8.95% |
| Mastercard (MA) | 6.42% | 7.55% |
| Lockheed Martin (LMT) | 7.8% | 6.7% |
| NextEra (NEE) | 8.71% | 6.04% |
| UnitedHealth (UNH) | 7.61% | 5.97% |
| Bank of America (BAC) | 6.6% | 5.93% |
| ProShares UltraPro QQQ (TQQQ) | 4.95% | 4.24% |
| Boeing (BA) | 5.96% | 4.12% |
| Airbus (AIR.PA) | 2.75% | 3.32% |
| Linde (LIN) | 3.67% | 3.27% |
| Proshares Ultra S&P 500 (SSO) | 3.21% | 3.19% |
| Visa (V) | 2.75% | 2.77% |
| Prologis (PLD) | 3.85% | 2.17% |