Portfolio Diversification
Range
Most Diversified
31 instruments
April 4, 2025
Least Diversified
2 instruments
December 30, 2023
Average
22.7 instruments
Most Consistent Holdings
Top 5
AMZN100%
NVDA100%
VRTX98.07%
NOW98.07%
SOL98.07%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 30, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 16.3% | 9.08% | 100% | - |
 SPDR S&P 500 ETF (SPY) | 9.36% | 12.69% | 79% | - |
 Microsoft (MSFT) | 7% | 4.35% | 94.99% | - |
 Broadcom (AVGO) | 5.96% | 6.5% | 87.28% | - |
 Palo Alto Networks (PANW) | 4.91% | 3% | 88.63% | - |
| Amazon (AMZN) | 4.89% | 6.12% | 100% | - |
 Meta (META) | 4.81% | 2.89% | 94.03% | - |
 Axon (AXON) | 4.79% | 6.05% | 97.5% | - |
 Realty Income (O) | 4.32% | 4.16% | 87.09% | - |
 Schwab US Dividend Equity ETF (SCHD) | 3.59% | 4.82% | 61.46% | - |
| ServiceNow (NOW) | 3.4% | 1.42% | 98.07% | - |
 Berkshire Hathaway (BRK.B) | 3.21% | 2.03% | 87.28% | - |
| Vertex (VRTX) | 3.1% | 1.03% | 98.07% | - |
 Apple (AAPL) | 2.58% | 0.88% | 97.88% | - |
 Altria (MO) | 2.26% | 2.13% | 72.45% | - |
 Adobe (ADBE) | 2.12% | 0.57% | 97.69% | - |
 Ishares Russell 2000 ETF (IWM) | 2.09% | 3.05% | 58.57% | - |
| Solana (SOL) | 1.96% | 1.47% | 98.07% | - |
 AT&T (T) | 1.95% | 2.33% | 64.74% | - |
 Raytheon (RTX) | 1.57% | 1.4% | 87.28% | - |
 Mastercard (MA) | 1.33% | 2.32% | 93.83% | - |
 Vanguard S&P 500 ETF (VOO) | 0.85% | 0.88% | 68.79% | - |
 Alphabet (GOOG) | 0.72% | 1.55% | 46.82% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.7% | 1.57% | 35.07% | - |
 Ocugen (OCGN) | 0.69% | 0% | 11.95% | 3/4/2024 |
 Visa (V) | 0.64% | 3.25% | 21.39% | - |
 Vistra (VST) | 0.61% | 2.98% | 25.43% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.44% | 0% | 8.29% | 4/17/2024 |
 Robinhood (HOOD) | 0.43% | 3.44% | 16.76% | - |
 JPMorgan (JPM) | 0.37% | 3.05% | 11.56% | - |
 AMD (AMD) | 0.3% | 0.1% | 90.75% | - |
 Blacksky (BKSY) | 0.19% | 0.33% | 46.63% | - |
 Lockheed Martin (LMT) | 0.15% | 0.28% | 40.27% | - |
 Boeing (BA) | 0.03% | 0% | 0.19% | 1/9/2024 |
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% |