Portfolio Diversification
Range
Most Diversified
44 instruments
July 2, 2024
Least Diversified
17 instruments
March 1, 2023
Average
27.4 instruments
Most Consistent Holdings
Top 5
META100%
MSFT100%
AMZN100%
AMD100%
VOO100%
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 |
|---|---|---|---|---|
| AMD (AMD) | 11.6% | 15.3% | 100% | - |
| Amazon (AMZN) | 9.58% | 9.08% | 100% | - |
| Microsoft (MSFT) | 8.76% | 6.75% | 100% | - |
| Meta (META) | 8.24% | 8.71% | 100% | - |
 Cloudflare (NET) | 8.12% | 8.81% | 100% | - |
 Alphabet (GOOGL) | 7.59% | 11.76% | 100% | - |
 Snowflake (SNOW) | 3.93% | 3.96% | 100% | - |
 Crowdstrike (CRWD) | 3.88% | 4.07% | 100% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 3.66% | 2.08% | 89.01% | - |
 Coinbase (COIN) | 3.49% | 3.41% | 100% | - |
 Vanguard ESG U.S. Stock ETF (ESGV) | 3.2% | 0% | 64.78% | 12/17/2024 |
 ASML (ASML) | 3.11% | 4.8% | 100% | - |
 Vanguard Information Technology (VGT) | 2.71% | 0% | 76.63% | 4/11/2025 |
| Vanguard S&P 500 ETF (VOO) | 2.3% | 1.97% | 100% | - |
 Apple (AAPL) | 2% | 0% | 68.3% | 10/15/2024 |
 Vanguard Growth ETF (VUG) | 1.92% | 4.84% | 66.06% | - |
 Atlassian (TEAM) | 1.79% | 2.45% | 100% | - |
 Robinhood (HOOD) | 1.77% | 2.57% | 100% | - |
 Qualcomm (QCOM) | 1.76% | 0% | 93.38% | 6/4/2025 |
 Redfin (RDFN) | 1.51% | 0% | 84.2% | 3/10/2025 |
 Charles Schwab (SCHW) | 1.25% | 0% | 51.44% | 8/28/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.64% | 0% | 43.12% | 1/22/2025 |
 NVIDIA (NVDA) | 0.58% | 1.71% | 48.88% | - |
 Invesco QQQ (QQQ) | 0.58% | 3.78% | 19.1% | - |
 Fortescue (FMG.ASX) | 0.57% | 0% | 37.57% | 4/7/2025 |
 iShares MSCI Germany ETF (EWG) | 0.55% | 0% | 34.04% | 8/5/2024 |
 Broadcom (AVGO) | 0.45% | 0% | 38.53% | 6/12/2025 |
 S&P Global (SPGI) | 0.4% | 0% | 41.2% | 8/23/2024 |
 Lockheed Martin (LMT) | 0.38% | 0% | 44.82% | 3/14/2025 |
 iShares Semiconductor ETF (SOXX) | 0.35% | 2.89% | 12.81% | - |
 Visa (V) | 0.32% | 0% | 48.24% | 8/23/2024 |
 Vanguard FTSE Europe ETF (VGK) | 0.32% | 0% | 32.87% | 8/2/2024 |
 Moody's (MCO) | 0.32% | 0% | 38.63% | 8/23/2024 |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.29% | 0% | 19.1% | 1/22/2025 |
 Mastercard (MA) | 0.28% | 0% | 48.24% | 8/23/2024 |
 Fiverr (FVRR) | 0.11% | 0% | 29.67% | 9/24/2024 |
 Adobe (ADBE) | 0.1% | 0% | 16.54% | 8/2/2024 |
 Airbnb (ABNB) | 0.1% | 0% | 25.4% | 8/14/2024 |
 Zoom (ZM) | 0.09% | 0% | 6.08% | 2/28/2023 |
 Marvell (MRVL) | 0.09% | 1.05% | 15.8% | - |
 Salesforce (CRM) | 0.08% | 0% | 12.06% | 3/26/2025 |
 Ishares Russell 2000 ETF (IWM) | 0.06% | 0% | 7.47% | 4/17/2025 |
 Vertiv (VRT) | 0.05% | 0% | 15.9% | 6/26/2025 |
 Solana (SOL) | 0.05% | 0% | 47.81% | 6/26/2025 |
 Sunrun (RUN) | 0.04% | 0% | 9.61% | 11/2/2023 |
 Elastic (ESTC) | 0.03% | 0% | 18.89% | 8/14/2024 |
 SolarEdge (SEDG) | 0.03% | 0% | 9.61% | 11/2/2023 |
 Bitcoin (BTC) | 0.03% | 0% | 32.55% | 1/22/2025 |
 Ethereum (ETH) | 0.03% | 0% | 29.35% | 10/28/2024 |
 Vestas (VWS.CO) | 0.02% | 0% | 8.43% | 10/23/2023 |
 Intuit (INTU) | 0.02% | 0% | 12.49% | 3/7/2025 |
 First Solar (FSLR) | 0.02% | 0% | 8.54% | 10/23/2023 |
 TSMC (TSM) | 0.01% | 0% | 7.79% | 4/11/2025 |
 Netflix (NFLX) | 0.01% | 0% | 4.7% | 1/31/2024 |
 Intel (INTC) | 0.01% | 0% | 6.72% | 7/3/2024 |
 SPDR EURO STOXX 50 ETF (FEZ) | 0.01% | 0% | 1.81% | 10/6/2023 |
 Uber (UBER) | 0% | 0% | 5.02% | 8/14/2024 |
 Applied Materials (AMAT) | 0% | 0% | 4.27% | 4/17/2025 |
 iShares Core MSCI Europe ETF (IEUR) | 0% | 0% | 0.96% | 9/27/2023 |
 Berkshire Hathaway (BRK.B) | 0% | 0% | 0.32% | 1/4/2023 |
 Equinor (EQNR) | 0% | 0% | 0.32% | 10/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOGL) | 11.37% | 10.97% |
| Amazon (AMZN) | 7.91% | 10.01% |
| AMD (AMD) | 12.01% | 9.78% |
| Meta (META) | 2.78% | 7.96% |
| Vanguard Information Technology (VGT) | 10.02% | 7.8% |
| Microsoft (MSFT) | 7.55% | 7.49% |
| Cloudflare (NET) | 4.73% | 7.27% |
| Crowdstrike (CRWD) | 3.82% | 4.73% |
| ASML (ASML) | 6.76% | 4.54% |
| Vanguard Growth ETF (VUG) | 5.25% | 4% |
| Coinbase (COIN) | 1.19% | 3.75% |
| Snowflake (SNOW) | 5.09% | 3.72% |
| Vanguard S&P 500 ETF (VOO) | 4.13% | 3.36% |
| Vanguard Dividend Appreciation ETF (VIG) | 3.98% | 3.25% |
| Fortescue (FMG.ASX) | 2.94% | 1.94% |
| Atlassian (TEAM) | 1.99% | 1.91% |
| Robinhood (HOOD) | 0.64% | 1.72% |
| Redfin (RDFN) | 2.23% | 1.67% |
| Qualcomm (QCOM) | 1.91% | 1.4% |
| Vanguard S&P 500 Growth ETF (VOOG) | 1.41% | 1.1% |
| Vanguard Total Stock Market ETF (VTI) | 1.11% | 0.92% |
| NVIDIA (NVDA) | 1.11% | 0.82% |
| Solana (SOL) | 0.04% | 0.03% |
| Bitcoin (BTC) | 0.04% | 0.03% |