Portfolio Diversification
Range
Most Diversified
19 instruments
November 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
14.8 instruments
Most Consistent Holdings
Top 5
GOOG99.87%
MSFT99.87%
AMZN99.87%
ETSY99.87%
QQQ99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 17.08% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 16.91% | 0% | 99.87% | 2/1/2025 |
 Vanguard Information Technology (VGT) | 14.35% | 0% | 99.87% | 2/1/2025 |
| Invesco QQQ (QQQ) | 11.12% | 0% | 99.87% | 2/1/2025 |
| Microsoft (MSFT) | 7.92% | 0% | 99.87% | 2/1/2025 |
 CVS Health (CVS) | 4.29% | 0% | 93.23% | 2/1/2025 |
| Etsy (ETSY) | 3.39% | 0% | 99.87% | 2/1/2025 |
 Block Inc. (XYZ) | 3.04% | 0% | 69.06% | 2/1/2025 |
 ARK Innovation ETF (ARKK) | 2.97% | 0% | 53.25% | 7/17/2024 |
 PayPal (PYPL) | 2.83% | 0% | 72.91% | 2/1/2025 |
 Pinterest (PINS) | 2.11% | 0% | 64.81% | 2/1/2025 |
 SoFi (SOFI) | 1.95% | 0% | 43.56% | 10/23/2024 |
 Target (TGT) | 1.83% | 0% | 81.94% | 9/18/2024 |
 ARK Genomic Revolution ETF (ARKG) | 1.53% | 0% | 62.68% | 4/25/2024 |
 Bath & Body Works (BBWI) | 1.47% | 0% | 55.91% | 12/5/2024 |
 Amplify Transformational Data Sharing ETF (BLOK) | 1.28% | 0% | 57.24% | 3/15/2024 |
 Alphabet (GOOGL) | 1.2% | 0% | 70.65% | 6/25/2024 |
 Lululemon (LULU) | 1.15% | 0% | 30.94% | 2/1/2025 |
 StoneCo (STNE) | 0.46% | 0% | 30.01% | 8/18/2023 |
 Estee Lauder (EL) | 0.4% | 0% | 28.82% | 1/31/2025 |
 Invesco S&P Midcap Momentum (XMMO) | 0.29% | 0% | 10.62% | 2/1/2025 |
 Disney (DIS) | 0.25% | 0% | 11.95% | 11/13/2023 |
 Okta (OKTA) | 0.11% | 0% | 14.34% | 12/4/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.08% | 0% | 4.52% | 7/29/2024 |
 UiPath (PATH) | 0.06% | 0% | 3.72% | 6/28/2024 |
 Bristol-Myers Squibb (BMY) | 0.04% | 0% | 2.79% | 1/3/2024 |
 Whirlpool (WHR) | 0.03% | 0% | 7.3% | 3/22/2023 |
 Meta (META) | 0.02% | 0% | 2.12% | 8/6/2024 |
 Twilio (TWLO) | 0.02% | 0% | 2.12% | 3/15/2024 |
 HDFC (HDB) | 0.02% | 0% | 1.73% | 6/17/2024 |
 Sea (SE) | 0.01% | 0% | 1.73% | 8/1/2023 |
 Coursera (COUR) | 0.01% | 0% | 2.12% | 6/28/2024 |
 Adobe (ADBE) | 0.01% | 0% | 0.8% | 3/21/2024 |
 iShares MSCI India ETF (INDA) | 0.01% | 0% | 0.4% | 11/6/2023 |
 Salesforce (CRM) | 0.01% | 0% | 0.4% | 6/3/2024 |
 Franklin FTSE India ETF (FLIN) | 0.01% | 0% | 1.2% | 1/31/2025 |
 AMD (AMD) | 0% | 0% | 0.66% | 2/1/2025 |
 KraneShares CSI China Internet (KWEB) | 0% | 0% | 0.93% | 7/10/2024 |
 BAT (BATS.L) | 0% | 0% | 0.13% | 7/25/2023 |
 Gen Digital (GEN) | 0% | 0% | 0.13% | 11/22/2023 |
 ARK Fintech Innovation ETF (ARKF) | 0% | 0% | 0.13% | 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% |