Portfolio Diversification
Range
Most Diversified
10 instruments
January 2, 2023
Least Diversified
3 instruments
August 26, 2025
Average
6.9 instruments
Most Consistent Holdings
Top 5
SPY100%
QQQ100%
TAN100%
META93.09%
MSFT93.09%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR S&P 500 ETF (SPY) | 79.04% | 84.12% | 100% | - |
| Invesco QQQ (QQQ) | 14.79% | 13.86% | 100% | - |
 Cisco (CSCO) | 1.38% | 0% | 93.09% | 8/25/2025 |
| Meta (META) | 1.14% | 0% | 93.09% | 8/25/2025 |
| Invesco Solar ETF (TAN) | 1.08% | 1.76% | 100% | - |
| Microsoft (MSFT) | 1.03% | 0% | 93.09% | 8/25/2025 |
 McDonald's (MCD) | 0.2% | 0% | 7% | 3/16/2023 |
 Shiba (in millions) (SHIBxM) | 0.14% | 0% | 93.09% | 8/25/2025 |
 Apple (AAPL) | 0.11% | 0% | 7% | 3/16/2023 |
 Coca-Cola (KO) | 0.07% | 0% | 7% | 3/16/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 ETF (SPY) | 75.42% | 77.8% |
| Invesco QQQ (QQQ) | 17.95% | 17.79% |
| Meta (META) | 0.98% | 1.32% |
| Cisco (CSCO) | 1.48% | 1.23% |
| Microsoft (MSFT) | 0.98% | 0.94% |
| Invesco Solar ETF (TAN) | 1.97% | 0.49% |
| Shiba (in millions) (SHIBxM) | 0.86% | 0.17% |