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Portfolio Diversification
Range
Most Diversified
12 instruments
January 1, 2022
Least Diversified
0 instruments
November 17, 2025
Average
8.7 instruments
Most Consistent Holdings
Top 5
COST98.64%
ETH94.42%
GSK76.01%
PFE70.1%
BAC67.19%
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 |
|---|---|---|---|---|
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 14.95% | 4.28% | 59.34% | - |
| Costco (COST) | 12.22% | 12.31% | 98.64% | - |
 TSMC (TSM) | 11.04% | 18.57% | 37.61% | - |
 ARM (ARM) | 6.15% | 0% | 47.99% | 3/5/2026 |
 ProShares UltraPro QQQ (TQQQ) | 5.94% | 10.82% | 48.77% | - |
| GlaxoSmithKline (GSK) | 5.85% | 4.13% | 76.01% | - |
| Ethereum (ETH) | 5.23% | 0% | 94.42% | 1/29/2026 |
| Pfizer (PFE) | 4.35% | 0% | 70.1% | 1/21/2026 |
| Bank of America (BAC) | 4.1% | 1.94% | 67.19% | - |
 Novartis (NVS) | 3.34% | 5.19% | 66.67% | - |
 Dogecoin (DOGE) | 3.24% | 0% | 48.18% | 2/12/2024 |
 Marathon Digital (MARA) | 2.62% | 0% | 21.4% | 12/16/2022 |
 Build and Build (BNB) | 1.95% | 0% | 32.56% | 6/12/2023 |
 Chevron (CVX) | 1.68% | 0% | 4.67% | 4/17/2026 |
 Apple (AAPL) | 1.58% | 0% | 14.01% | 3/5/2026 |
 Tesla (TSLA) | 1.21% | 0% | 6.1% | 4/6/2022 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.75% | 0% | 1.69% | 4/1/2026 |
 Wells Fargo (WFC) | 0.28% | 0% | 3.11% | 2/17/2022 |
 JPMorgan (JPM) | 0.25% | 0% | 3.57% | 2/24/2022 |
 Sandoz (SDZNY) | 0.25% | 0.57% | 60.05% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0.18% | 0% | 0.84% | 4/17/2026 |
 Citi (C) | 0.17% | 0% | 3.57% | 2/24/2022 |
 Applied Materials (AMAT) | 0.11% | 0% | 2.01% | 3/28/2022 |
 ASML (ASML) | 0.1% | 0% | 3.57% | 2/24/2022 |
 CVS Health (CVS) | 0.02% | 0% | 0.39% | 4/12/2022 |
 AbbVie (ABBV) | 0.02% | 0% | 0.39% | 4/12/2022 |
 Alphabet (GOOG) | 0.02% | 3.56% | 0.45% | - |
 United States Oil Fund (USO) | 0% | 0% | 0.06% | 4/9/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Chevron (CVX) | 40.31% | 36.7% |
| Apple (AAPL) | 10.97% | 12.14% |
| Costco (COST) | 8.47% | 11.23% |
| ARM (ARM) | 12.71% | 9.18% |
| GlaxoSmithKline (GSK) | 6.35% | 7.98% |
| Bank of America (BAC) | 4.24% | 7.19% |
| Novartis (NVS) | 4.24% | 5.17% |
| Ethereum (ETH) | 4.24% | 5.13% |
| Pfizer (PFE) | 8.47% | 4.73% |
| Sandoz (SDZNY) | 0% | 0.55% |
Cash & Instruments Over Time
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