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Portfolio Diversification
Range
Most Diversified
30 instruments
October 24, 2024
Least Diversified
0 instruments
August 30, 2023
Average
9.6 instruments
Most Consistent Holdings
Top 5
QQQ46.28%
MSFT46.1%
BTC41.25%
SCHD37.23%
PYPL35.76%
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 |
|---|---|---|---|---|
 Ethereum (ETH) | 10.35% | 0% | 35.17% | 3/4/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 6.9% | 0% | 12.77% | 1/17/2025 |
| Invesco QQQ (QQQ) | 5.56% | 22.67% | 46.28% | - |
 DraftKings (DKNG) | 4.67% | 0% | 30.5% | 6/26/2023 |
| Schwab US Dividend Equity ETF (SCHD) | 4.57% | 9.92% | 37.23% | - |
 Target (TGT) | 4.51% | 0% | 28.31% | 2/2/2026 |
 UnitedHealth (UNH) | 3.6% | 0% | 35.7% | 2/25/2026 |
| Bitcoin (BTC) | 3.51% | 0% | 41.25% | 8/21/2026 |
 Nike (NKE) | 3.28% | 0% | 23.94% | 3/23/2023 |
| Microsoft (MSFT) | 2.94% | 0% | 46.1% | 8/4/2026 |
 State Street SPDR S&P 500 ETF (SPY) | 2.85% | 0% | 17.02% | 6/25/2025 |
 Vanguard Information Technology (VGT) | 2.79% | 10.24% | 25.18% | - |
 American Express (AXP) | 2.42% | 0% | 24.29% | 2/3/2026 |
 Vanguard S&P 500 ETF (VOO) | 2.16% | 22.44% | 11.7% | - |
 Walmart (WMT) | 2.15% | 0% | 33.39% | 2/25/2026 |
| PayPal (PYPL) | 1.61% | 0% | 35.76% | 10/21/2024 |
 Amazon (AMZN) | 1.6% | 0% | 18.74% | 8/3/2026 |
 XRP (XRP) | 1.29% | 0% | 35.34% | 12/3/2025 |
 FuelCell Energy (FCEL) | 1.11% | 0% | 28.9% | 5/30/2023 |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 1.06% | 0% | 11.35% | 6/8/2026 |
 Citi (C) | 0.92% | 0% | 22.81% | 7/18/2025 |
 Alphabet (GOOG) | 0.92% | 0% | 16.78% | 7/31/2026 |
 Nio (NIO) | 0.88% | 0% | 28.9% | 5/30/2023 |
 Gold (Non Expiry) (GOLD) | 0.85% | 0% | 7.98% | 4/16/2024 |
 Plug Power (PLUG) | 0.82% | 0% | 14.95% | 9/20/2022 |
 MercadoLibre (MELI) | 0.79% | 4.86% | 28.25% | - |
 Vanguard Health Care ETF (VHT) | 0.71% | 8.17% | 8.39% | - |
 NVIDIA (NVDA) | 0.7% | 0% | 11.64% | 8/5/2026 |
 Visa (V) | 0.55% | 3.91% | 15.31% | - |
 Apple (AAPL) | 0.54% | 0% | 14.48% | 1/28/2025 |
 Delta (DAL) | 0.5% | 0% | 6.5% | 4/21/2022 |
 Costco (COST) | 0.49% | 0% | 12.35% | 5/20/2025 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.47% | 7.79% | 8.22% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.44% | 0% | 3.72% | 6/24/2022 |
 Cardano (ADA) | 0.44% | 0% | 28.9% | 5/30/2023 |
 TSMC (TSM) | 0.39% | 0% | 7.57% | 6/1/2026 |
 Vanguard Morningstar Value ETF (VTV) | 0.38% | 0% | 7.51% | 11/29/2024 |
 American Airlines (AAL) | 0.36% | 0% | 7.33% | 5/5/2022 |
 Tellurian (TELL) | 0.35% | 0% | 3.9% | 3/8/2022 |
 iShares Russell 1000 Growth ETF (IWF) | 0.33% | 0% | 12.35% | 5/14/2025 |
 iShares Gold Trust (IAU) | 0.29% | 0% | 3.66% | 3/31/2026 |
 Polkadot (DOT) | 0.29% | 0% | 28.9% | 5/30/2023 |
 PepsiCo (PEP) | 0.28% | 1.4% | 8.81% | - |
 iShares Russell 3000 ETF (IWV) | 0.26% | 0% | 3.43% | 1/3/2025 |
 Broadcom (AVGO) | 0.19% | 1% | 7.15% | - |
 Meta (META) | 0.19% | 0% | 9.63% | 8/4/2026 |
 Coca-Cola (KO) | 0.18% | 0% | 2.6% | 1/31/2025 |
 Ishares Self-Driving Ev&Tech (IDRV) | 0.17% | 0% | 6.32% | 10/11/2024 |
 Philip Morris (PM) | 0.17% | 0% | 2.96% | 1/3/2025 |
 ASML (ASML) | 0.17% | 0% | 1.77% | 11/14/2024 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.15% | 0% | 2.72% | 6/11/2026 |
 EUR/USD (EURUSD) | 0.12% | 0% | 2.48% | 4/25/2022 |
 Micron (MU) | 0.09% | 0% | 6.15% | 5/20/2025 |
 Procter & Gamble (PG) | 0.08% | 0% | 5.08% | 11/21/2024 |
 Oil (Non Expiry) (OIL) | 0.07% | 0% | 1.06% | 4/15/2024 |
 Walmart (WMT.RTH) | 0.07% | 4.15% | 1.77% | - |
 Natural Gas (Non Expiry) (NATGAS) | 0.05% | 0% | 1.36% | 2/13/2022 |
 AMD (AMD) | 0.05% | 0% | 1.12% | 1/19/2022 |
 PDD Holdings (PDD) | 0.03% | 0% | 1.3% | 3/7/2025 |
 SPDR Gold (GLD) | 0.03% | 0% | 1.18% | 11/7/2024 |
 Lockheed Martin (LMT) | 0.03% | 0% | 1.3% | 3/7/2025 |
 Twitter (TWTR) | 0.03% | 0% | 0.59% | 5/5/2022 |
 BlackRock (BLK) | 0.02% | 0% | 1.42% | 11/11/2024 |
 Ferrari (RACE) | 0.02% | 0% | 0.89% | 11/7/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.02% | 0% | 1.24% | 11/11/2024 |
 Palantir (PLTR) | 0.02% | 0% | 0.71% | 2/13/2025 |
 GBP/USD (GBPUSD) | 0.02% | 0% | 0.65% | 8/29/2022 |
 AXA (CS.PA) | 0.02% | 0% | 1.18% | 11/11/2024 |
 First Solar (FSLR) | 0.02% | 0% | 0.18% | 6/28/2024 |
 Lucid (LCID) | 0.01% | 0% | 0.47% | 3/3/2022 |
 Moody's (MCO) | 0.01% | 0% | 1.18% | 11/7/2024 |
 Novo-Nordisk (NVO) | 0.01% | 0% | 1% | 11/7/2024 |
 CAD/JPY (CADJPY) | 0.01% | 0% | 0.47% | 4/5/2022 |
 Vanguard FTSE Developed Market ETF (VEA) | 0.01% | 3.46% | 0.53% | - |
 AUD/CAD (AUDCAD) | 0% | 0% | 0.24% | 3/4/2022 |
 ChargePoint (CHPT) | 0% | 0% | 0.06% | 3/3/2022 |
 USD/CAD (USDCAD) | 0% | 0% | 0.06% | 1/26/2022 |
 Zynga (ZNGA) | 0% | 0% | 0.06% | 1/11/2022 |
 Netflix (NFLX) | 0% | 0% | 0.24% | 1/25/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 19.59% | 20.97% |
| Target (TGT) | 28.38% | 19.2% |
| Invesco QQQ (QQQ) | 13.62% | 16.29% |
| UnitedHealth (UNH) | 16.73% | 16.23% |
| American Express (AXP) | 11.35% | 14.85% |
| Walmart (WMT) | 8.69% | 10.62% |
| Microsoft (MSFT) | 1.42% | 1.6% |
Cash & Instruments Over Time
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