Portfolio Diversification
Range
Most Diversified
19 instruments
November 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
15.2 instruments
Most Consistent Holdings
Top 5
GOOG99.91%
MSFT99.91%
AMZN99.91%
QQQ99.91%
VGT99.91%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 17.51% | 23.97% | 99.91% | - |
| Amazon (AMZN) | 17.02% | 15.62% | 99.91% | - |
| Vanguard Information Technology (VGT) | 15% | 16.4% | 99.91% | - |
| Invesco QQQ (QQQ) | 11.45% | 11.72% | 99.91% | - |
| Microsoft (MSFT) | 8.2% | 8.2% | 99.91% | - |
 CVS Health (CVS) | 3.18% | 0% | 68.04% | 2/28/2025 |
 Block Inc. (XYZ) | 2.79% | 1.62% | 78.22% | - |
 PayPal (PYPL) | 2.77% | 1.5% | 80.93% | - |
 Etsy (ETSY) | 2.58% | 0% | 76.92% | 4/14/2025 |
 Pinterest (PINS) | 2.51% | 2.18% | 75.23% | - |
 ARK Innovation ETF (ARKK) | 2.09% | 0% | 37.48% | 7/17/2024 |
 Lululemon (LULU) | 1.46% | 3.28% | 51.4% | - |
 Bath & Body Works (BBWI) | 1.42% | 1.11% | 62.9% | - |
 SoFi (SOFI) | 1.37% | 0% | 30.65% | 10/23/2024 |
 Invesco S&P Midcap Momentum (XMMO) | 1.34% | 2.72% | 37.1% | - |
 Target (TGT) | 1.3% | 0% | 58.97% | 4/25/2025 |
 ARK Genomic Revolution ETF (ARKG) | 1.07% | 0% | 44.11% | 4/25/2024 |
 Amplify Blockchain Technology ETF (BLOK) | 0.9% | 0% | 40.28% | 3/15/2024 |
 Alphabet (GOOGL) | 0.85% | 0% | 49.72% | 6/25/2024 |
 First Trust Rba American Ind (AIRR) | 0.79% | 2.9% | 29.44% | - |
 Vanguard S&P 500 ETF (VOO) | 0.48% | 0% | 20.19% | 8/29/2025 |
 Salesforce (CRM) | 0.38% | 2.84% | 19.91% | - |
 StoneCo (STNE) | 0.32% | 0% | 21.12% | 8/18/2023 |
 Estee Lauder (EL) | 0.28% | 0% | 20.28% | 1/31/2025 |
 iShares Semiconductor ETF (SOXX) | 0.28% | 2.67% | 16.64% | - |
 AMD (AMD) | 0.23% | 0% | 17.66% | 8/5/2025 |
 Disney (DIS) | 0.17% | 0% | 8.41% | 11/13/2023 |
 Vanguard Small-Cap Growth ETF (VBK) | 0.12% | 1.33% | 9.53% | - |
 Okta (OKTA) | 0.08% | 0% | 10.56% | 3/4/2025 |
 Fiserv (FISV) | 0.04% | 1.33% | 4.39% | - |
 UiPath (PATH) | 0.04% | 0% | 2.62% | 6/28/2024 |
 TSMC (TSM) | 0.04% | 0% | 4.95% | 7/1/2025 |
 Copa (CPA) | 0.03% | 0% | 4.11% | 6/26/2025 |
 Bristol-Myers Squibb (BMY) | 0.03% | 0% | 1.96% | 1/3/2024 |
 Whirlpool (WHR) | 0.02% | 0% | 5.14% | 3/22/2023 |
 Bumble (BMBL) | 0.02% | 0% | 4.02% | 6/25/2025 |
 Meta (META) | 0.02% | 0% | 1.5% | 8/6/2024 |
 Franklin FTSE India ETF (FLIN) | 0.02% | 0% | 2.8% | 8/18/2025 |
 Twilio (TWLO) | 0.02% | 0% | 1.5% | 3/15/2024 |
 Sprouts (SFM) | 0.02% | 0% | 4.02% | 6/25/2025 |
 Daktronics (DAKT) | 0.01% | 0% | 4.67% | 12/11/2025 |
 Crowdstrike (CRWD) | 0.01% | 0% | 3.27% | 10/2/2025 |
 CI&T (CINT) | 0.01% | 0% | 4.11% | 12/5/2025 |
 HDFC (HDB) | 0.01% | 0% | 1.21% | 6/17/2024 |
 Sea (SE) | 0.01% | 0% | 1.21% | 8/1/2023 |
 Coursera (COUR) | 0.01% | 0% | 1.5% | 6/28/2024 |
 Adobe (ADBE) | 0.01% | 0% | 0.56% | 3/21/2024 |
 iShares MSCI India ETF (INDA) | 0.01% | 0% | 0.28% | 11/6/2023 |
 KraneShares CSI China Internet (KWEB) | 0% | 0% | 0.65% | 7/10/2024 |
 Alibaba (BABA) | 0% | 0% | 0.84% | 10/30/2025 |
 BAT (BATS.L) | 0% | 0% | 0.09% | 7/25/2023 |
 Gen Digital (GEN) | 0% | 0% | 0.09% | 11/22/2023 |
 ARK Fintech Innovation ETF (ARKF) | 0% | 0% | 0.09% | 2/16/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 10.76% | 17.91% |
| Alphabet (GOOG) | 9.26% | 17.31% |
| Vanguard Information Technology (VGT) | 14.02% | 15.01% |
| Invesco QQQ (QQQ) | 14.08% | 12.89% |
| Microsoft (MSFT) | 4.23% | 7.15% |
| CVS Health (CVS) | 11.27% | 4.95% |
| PayPal (PYPL) | 5.03% | 4.19% |
| Lululemon (LULU) | 4.27% | 3.82% |
| Block Inc. (XYZ) | 3.5% | 3.79% |
| Pinterest (PINS) | 5.78% | 3.63% |
| Etsy (ETSY) | 7.57% | 3.28% |
| Invesco S&P Midcap Momentum (XMMO) | 5.38% | 3.22% |
| Estee Lauder (EL) | 4.28% | 2.43% |