Portfolio Diversification
Range
Most Diversified
34 instruments
May 21, 2024
Least Diversified
3 instruments
January 1, 2022
Average
20.4 instruments
Most Consistent Holdings
Top 5
AMZN94.52%
META76.69%
GOOG73.5%
MSFT73.5%
AAPL72.43%
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 |
|---|---|---|---|---|
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 13.22% | 0% | 69.38% | 8/5/2024 |
| Amazon (AMZN) | 11.27% | 11.04% | 94.52% | - |
| Alphabet (GOOG) | 8.2% | 13.14% | 73.5% | - |
 Alibaba (BABA) | 5.32% | 2.53% | 64.13% | - |
 Vanguard S&P 500 ETF (VOO) | 4.81% | 12.61% | 62.3% | - |
 Volkswagen (VOW3.DE) | 4.73% | 0% | 28.1% | 1/27/2023 |
 Visa (V) | 3.95% | 6.88% | 60.02% | - |
| Microsoft (MSFT) | 3.65% | 9.26% | 73.5% | - |
 Walmart (WMT) | 3.52% | 2.26% | 69.15% | - |
| Apple (AAPL) | 3.13% | 0.3% | 72.43% | - |
 Humana (HUM) | 3.11% | 2.35% | 59.1% | - |
 LVMH (MC.PA) | 3.02% | 0% | 58.49% | 8/19/2025 |
 PayPal (PYPL) | 2.91% | 0% | 41.28% | 9/16/2024 |
 NVIDIA (NVDA) | 2.66% | 7.83% | 65.19% | - |
 AMN Healthcare (AMN) | 2.65% | 0% | 64.13% | 5/28/2025 |
| Meta (META) | 2.49% | 3.04% | 76.69% | - |
 TSMC (TSM) | 2.35% | 6.13% | 63.37% | - |
 Tesla (TSLA) | 2.3% | 0% | 60.78% | 9/18/2024 |
 Vanguard FTSE Emerging Markets (VWO) | 1.31% | 6.21% | 43.34% | - |
 Qualcomm (QCOM) | 1.22% | 1.13% | 64.81% | - |
 Nu (NU) | 1.18% | 0% | 62.15% | 5/14/2025 |
 UnitedHealth (UNH) | 1.18% | 0% | 58.72% | 8/27/2025 |
 FedEx (FDX) | 1.06% | 3.36% | 47.52% | - |
 Johnson & Johnson (JNJ) | 0.95% | 2.58% | 57.27% | - |
 Coca-Cola (KO) | 0.83% | 0% | 34.58% | 5/21/2024 |
 PUMA (PUM.DE) | 0.58% | 0% | 35.19% | 5/15/2025 |
 MercadoLibre (MELI) | 0.44% | 0.4% | 19.35% | - |
 Airbnb (ABNB) | 0.43% | 0% | 25.29% | 12/18/2023 |
 Origin Materials (ORGN) | 0.41% | 0% | 34.12% | 5/28/2025 |
 Mastercard (MA) | 0.35% | 1.51% | 43.34% | - |
 Intel (INTC) | 0.34% | 0% | 11.73% | 2/19/2025 |
 Bancolombia (CIB) | 0.34% | 0% | 45.77% | 11/20/2024 |
 Crocs (CROX) | 0.31% | 1.45% | 22.85% | - |
 Bank of America (BAC) | 0.29% | 0% | 19.8% | 12/11/2023 |
 Ulta (ULTA) | 0.26% | 0% | 12.95% | 11/8/2024 |
 ASML (ASML) | 0.25% | 1.96% | 24.45% | - |
 Bitcoin (BTC) | 0.19% | 0% | 29.78% | 10/29/2024 |
 Chevron (CVX) | 0.17% | 0% | 32.29% | 11/20/2024 |
 Marinzgb | 0.16% | 0% | 4.04% | 1/9/2023 |
 Procter & Gamble (PG) | 0.12% | 0.99% | 16.68% | - |
 Costco (COST) | 0.12% | 0.9% | 23.84% | - |
 BYD (01211.HK) | 0.09% | 0.62% | 11.04% | - |
 iShares Global clean energy ETF (ICLN) | 0.09% | 0.82% | 16.68% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 0.08% | 0.68% | 16.68% | - |
 Pfizer (PFE) | 0.07% | 0% | 0.91% | 2/15/2023 |
 Cross Country Healthcare (CCRN) | 0.07% | 0% | 22.39% | 12/9/2024 |
 Vale (VALE) | 0.05% | 0% | 20.11% | 9/30/2024 |
 AGNC (AGNC) | 0.02% | 0% | 0.23% | 1/13/2023 |
 Gold (Non Expiry) (GOLD) | 0.02% | 0% | 3.5% | 2/16/2024 |
 Alphabet (GOOGL) | 0.01% | 0% | 16.76% | 11/10/2023 |
 Ford (F) | 0% | 0% | 0.23% | 4/24/2023 |
 Yum (YUM) | 0% | 0.02% | 1.9% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 8.12% | 10.43% |
| LVMH (MC.PA) | 11.33% | 9.62% |
| Vanguard S&P 500 ETF (VOO) | 8.23% | 8.94% |
| Amazon (AMZN) | 5.8% | 7.38% |
| Microsoft (MSFT) | 6.32% | 6.3% |
| Humana (HUM) | 6.54% | 4.77% |
| NVIDIA (NVDA) | 4% | 4.61% |
| Visa (V) | 3.47% | 4.31% |
| TSMC (TSM) | 2.53% | 3.84% |
| Alibaba (BABA) | 3.17% | 3.44% |
| Vanguard FTSE Emerging Markets (VWO) | 3.1% | 2.92% |
| FedEx (FDX) | 2.88% | 2.92% |
| Intel (INTC) | 3.18% | 2.72% |
| AMN Healthcare (AMN) | 4.89% | 2.42% |
| Origin Materials (ORGN) | 2.24% | 2.11% |
| Meta (META) | 1.45% | 2.11% |
| UnitedHealth (UNH) | 2.13% | 2.05% |
| Apple (AAPL) | 1.87% | 2% |
| MercadoLibre (MELI) | 2.24% | 1.91% |
| PUMA (PUM.DE) | 1.69% | 1.73% |
| Nu (NU) | 1.5% | 1.57% |
| Johnson & Johnson (JNJ) | 1.87% | 1.48% |
| Qualcomm (QCOM) | 1.13% | 1.23% |
| Crocs (CROX) | 0.93% | 0.92% |
| Mastercard (MA) | 0.8% | 0.84% |
| ASML (ASML) | 0.36% | 0.33% |