Portfolio Diversification
Range
Most Diversified
19 instruments
November 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
14.9 instruments
Most Consistent Holdings
Top 5
GOOG99.89%
MSFT99.89%
AMZN99.89%
QQQ99.89%
VGT99.89%
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) | 17.07% | 16.86% | 99.89% | - |
| Amazon (AMZN) | 17.04% | 17.87% | 99.89% | - |
| Vanguard Information Technology (VGT) | 14.62% | 16.47% | 99.89% | - |
| Invesco QQQ (QQQ) | 11.33% | 12.14% | 99.89% | - |
| Microsoft (MSFT) | 8% | 9.4% | 99.89% | - |
 CVS Health (CVS) | 3.87% | 0% | 82.92% | 2/28/2025 |
 Etsy (ETSY) | 3.14% | 0% | 93.74% | 4/14/2025 |
 Block Inc. (XYZ) | 2.94% | 2.19% | 73.46% | - |
 PayPal (PYPL) | 2.88% | 2.79% | 76.77% | - |
 ARK Innovation ETF (ARKK) | 2.55% | 0% | 45.67% | 7/17/2024 |
 Pinterest (PINS) | 2.38% | 4.18% | 69.82% | - |
 SoFi (SOFI) | 1.67% | 0% | 37.36% | 10/23/2024 |
 Target (TGT) | 1.58% | 0% | 71.87% | 4/25/2025 |
 Bath & Body Works (BBWI) | 1.35% | 1.35% | 54.78% | - |
 ARK Genomic Revolution ETF (ARKG) | 1.31% | 0% | 53.76% | 4/25/2024 |
 Lululemon (LULU) | 1.26% | 1.49% | 40.77% | - |
 Amplify Transformational Data Sharing ETF (BLOK) | 1.1% | 0% | 49.09% | 3/15/2024 |
 Alphabet (GOOGL) | 1.03% | 0% | 60.59% | 6/25/2024 |
 Invesco S&P Midcap Momentum (XMMO) | 0.86% | 4.32% | 23.35% | - |
 Vanguard S&P 500 ETF (VOO) | 0.46% | 3.11% | 15.15% | - |
 StoneCo (STNE) | 0.39% | 0% | 25.74% | 8/18/2023 |
 Estee Lauder (EL) | 0.35% | 0% | 24.72% | 1/31/2025 |
 First Trust Rba American Ind (AIRR) | 0.34% | 3.16% | 14.01% | - |
 AMD (AMD) | 0.21% | 1.42% | 14.81% | - |
 Disney (DIS) | 0.21% | 0% | 10.25% | 11/13/2023 |
 Okta (OKTA) | 0.1% | 0% | 12.87% | 3/4/2025 |
 UiPath (PATH) | 0.05% | 0% | 3.19% | 6/28/2024 |
 Bristol-Myers Squibb (BMY) | 0.03% | 0% | 2.39% | 1/3/2024 |
 Whirlpool (WHR) | 0.03% | 0% | 6.26% | 3/22/2023 |
 TSMC (TSM) | 0.02% | 0.74% | 3.3% | - |
 Meta (META) | 0.02% | 0% | 1.82% | 8/6/2024 |
 Twilio (TWLO) | 0.02% | 0% | 1.82% | 3/15/2024 |
 Copa (CPA) | 0.02% | 0.62% | 2.85% | - |
 HDFC (HDB) | 0.02% | 0% | 1.48% | 6/17/2024 |
 Salesforce (CRM) | 0.01% | 0.47% | 2.39% | - |
 Bumble (BMBL) | 0.01% | 0.6% | 2.85% | - |
 Sea (SE) | 0.01% | 0% | 1.48% | 8/1/2023 |
 Coursera (COUR) | 0.01% | 0% | 1.82% | 6/28/2024 |
 Sprouts (SFM) | 0.01% | 0.34% | 2.85% | - |
 Adobe (ADBE) | 0.01% | 0% | 0.68% | 3/21/2024 |
 iShares MSCI India ETF (INDA) | 0.01% | 0% | 0.34% | 11/6/2023 |
 Franklin FTSE India ETF (FLIN) | 0.01% | 0% | 1.37% | 3/6/2025 |
 KraneShares CSI China Internet (KWEB) | 0% | 0% | 0.8% | 7/10/2024 |
 iShares Semiconductor ETF (SOXX) | 0% | 0% | 0.68% | 5/1/2025 |
 BAT (BATS.L) | 0% | 0% | 0.11% | 7/25/2023 |
 Gen Digital (GEN) | 0% | 0% | 0.11% | 11/22/2023 |
 ARK Fintech Innovation ETF (ARKF) | 0% | 0% | 0.11% | 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% |