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Portfolio Diversification
Range
Most Diversified
10 instruments
August 5, 2023
Least Diversified
0 instruments
February 2, 2025
Average
6.8 instruments
Most Consistent Holdings
Top 5
SPY99.81%
QQQ99.75%
AMZN83.8%
PYPL65.95%
ITA64.12%
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 |
|---|---|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 13.49% | 21.57% | 99.81% | - |
| iShares US Aerospace & Defense ETF (ITA) | 12.83% | 0% | 64.12% | 5/29/2026 |
| PayPal (PYPL) | 11.02% | 0% | 65.95% | 5/16/2025 |
| Amazon (AMZN) | 9.24% | 0% | 83.8% | 6/2/2026 |
| Invesco QQQ (QQQ) | 8.55% | 2.06% | 99.75% | - |
 Galaxy Digital (GLXY) | 7.99% | 60.35% | 17.91% | - |
 Walmart (WMT) | 7.47% | 0% | 54.67% | 3/11/2025 |
 SPDR S&P Bank ETF (KBE) | 7.42% | 0% | 46.03% | 1/30/2024 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 4.87% | 0% | 49.5% | 5/15/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 2.7% | 0% | 9.52% | 6/1/2022 |
 State Street Financial Select Sector SPDR ETF (XLF) | 2.45% | 0% | 20.05% | 1/30/2024 |
 Bitcoin (BTC) | 1.73% | 16.01% | 12.36% | - |
 Tesla (TSLA) | 0.6% | 0% | 2.84% | 4/25/2025 |
 Stem (STEM) | 0.01% | 0% | 0.57% | 8/18/2022 |
 Chainlink (LINK) | 0.01% | 0% | 48.68% | 3/13/2024 |
 SunPower (SPWRQ) | 0.01% | 0% | 0.57% | 8/18/2022 |
 Bloom Energy (BE) | 0% | 0% | 0.25% | 8/12/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Galaxy Digital (GLXY) | 60.13% | 46.53% |
| iShares US Aerospace & Defense ETF (ITA) | 11.5% | 17.81% |
| Bitcoin (BTC) | 18.36% | 15.84% |
| State Street SPDR S&P 500 ETF (SPY) | 6.52% | 13.71% |
| Amazon (AMZN) | 3% | 4.87% |
| Invesco QQQ (QQQ) | 0.48% | 1.23% |
Cash & Instruments Over Time
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