Portfolio Diversification
Range
Most Diversified
31 instruments
April 4, 2025
Least Diversified
2 instruments
December 30, 2023
Average
21.6 instruments
Most Consistent Holdings
Top 5
AMZN100%
NVDA100%
VRTX97.83%
NOW97.83%
SOL97.83%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since December 30, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 17.25% | 8.24% | 100% | - |
 SPDR S&P 500 ETF (SPY) | 9.06% | 12.71% | 76.3% | - |
 Microsoft (MSFT) | 7.33% | 4.72% | 94.35% | - |
 Broadcom (AVGO) | 5.95% | 5.52% | 85.65% | - |
 Palo Alto Networks (PANW) | 5.13% | 3.45% | 87.17% | - |
 Meta (META) | 5.06% | 3.17% | 93.26% | - |
| Amazon (AMZN) | 4.68% | 6.24% | 100% | - |
 Axon (AXON) | 4.65% | 5.83% | 97.17% | - |
 Realty Income (O) | 4.27% | 5.61% | 85.43% | - |
| ServiceNow (NOW) | 3.65% | 1.45% | 97.83% | - |
 Schwab US Dividend Equity ETF (SCHD) | 3.36% | 6.59% | 56.52% | - |
| Vertex (VRTX) | 3.33% | 1.51% | 97.83% | - |
 Berkshire Hathaway (BRK.B) | 3.31% | 2.85% | 85.65% | - |
 Apple (AAPL) | 2.78% | 1.19% | 97.61% | - |
 Adobe (ADBE) | 2.31% | 0.68% | 97.39% | - |
 Altria (MO) | 2.25% | 2.72% | 68.91% | - |
| Solana (SOL) | 2.01% | 1.45% | 97.83% | - |
 Ishares Russell 2000 ETF (IWM) | 1.93% | 3.76% | 53.26% | - |
 AT&T (T) | 1.86% | 3.22% | 60.22% | - |
 Raytheon (RTX) | 1.58% | 1.79% | 85.65% | - |
 Mastercard (MA) | 1.18% | 2.82% | 93.04% | - |
 Vanguard S&P 500 ETF (VOO) | 0.84% | 1.08% | 64.78% | - |
 Ocugen (OCGN) | 0.77% | 0% | 13.48% | 3/4/2024 |
 Alphabet (GOOG) | 0.6% | 1.83% | 40% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.57% | 1.92% | 26.74% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.49% | 0% | 9.35% | 4/17/2024 |
 Vistra (VST) | 0.33% | 1.67% | 15.87% | - |
 AMD (AMD) | 0.33% | 0.11% | 89.57% | - |
 Visa (V) | 0.29% | 2.55% | 11.3% | - |
 Blacksky (BKSY) | 0.18% | 0.29% | 39.78% | - |
 Lockheed Martin (LMT) | 0.13% | 0.36% | 32.61% | - |
 Robinhood (HOOD) | 0.1% | 1.65% | 6.09% | - |
 Boeing (BA) | 0.03% | 0% | 0.22% | 1/9/2024 |
 JPMorgan (JPM) | 0% | 2.14% | 0.22% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 6.46% | 11.79% |
| SPDR S&P 500 ETF (SPY) | 11.51% | 10.38% |
| Broadcom (AVGO) | 7.04% | 9.01% |
| Schwab US Dividend Equity ETF (SCHD) | 9.32% | 7.29% |
| Amazon (AMZN) | 6.17% | 6.18% |
| Axon (AXON) | 3.52% | 5.97% |
| Microsoft (MSFT) | 7.04% | 5.78% |
| Realty Income (O) | 7.4% | 5.69% |
| Ishares Russell 2000 ETF (IWM) | 5.87% | 4.75% |
| Palo Alto Networks (PANW) | 4.23% | 4.12% |
| Meta (META) | 3.82% | 3.79% |
| AT&T (T) | 2.93% | 2.78% |
| Altria (MO) | 2.95% | 2.67% |
| Berkshire Hathaway (BRK.B) | 2.93% | 2.65% |
| Solana (SOL) | 2.38% | 2.49% |
| Vanguard Total Stock Market ETF (VTI) | 2.95% | 2.28% |
| ServiceNow (NOW) | 1.76% | 2.15% |
| Raytheon (RTX) | 1.81% | 1.72% |
| Alphabet (GOOG) | 1.76% | 1.61% |
| Apple (AAPL) | 1.47% | 1.59% |
| Vertex (VRTX) | 1.76% | 1.36% |
| Vanguard S&P 500 ETF (VOO) | 1.49% | 1.27% |
| Adobe (ADBE) | 1.47% | 0.89% |
| Mastercard (MA) | 0.59% | 0.56% |
| Blacksky (BKSY) | 0.29% | 0.47% |
| Lockheed Martin (LMT) | 0.59% | 0.41% |
| AMD (AMD) | 0.29% | 0.16% |