Portfolio Diversification
Range
Most Diversified
28 instruments
February 1, 2025
Least Diversified
0 instruments
January 2, 2023
Average
11.2 instruments
Most Consistent Holdings
Top 5
SPYD92.96%
XLK66.53%
CSCO65.74%
CVX65.74%
KO65.74%
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 |
|---|---|---|---|---|
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 37.4% | 0% | 92.96% | 2/1/2025 |
| Technology Select Sector SPDR (XLK) | 12.73% | 0% | 66.53% | 2/1/2025 |
 BigTech | 9.89% | 0% | 42.1% | 6/3/2024 |
 Apple (AAPL) | 4.08% | 0% | 48.21% | 2/1/2025 |
 Amazon (AMZN) | 3.99% | 0% | 48.21% | 2/1/2025 |
 NVIDIA (NVDA) | 3.11% | 0% | 47.14% | 2/1/2025 |
 Tesla (TSLA) | 2.83% | 0% | 62.42% | 2/1/2025 |
 Alibaba (BABA) | 2.15% | 0% | 33.33% | 2/1/2025 |
| Cisco (CSCO) | 2.08% | 0% | 65.74% | 2/1/2025 |
 AMD (AMD) | 1.81% | 0% | 44.75% | 2/1/2025 |
 Alphabet (GOOG) | 1.69% | 0% | 29.22% | 2/1/2025 |
 Vanguard Dividend Appreciation ETF (VIG) | 1.66% | 0% | 65.74% | 2/1/2025 |
 AbbVie (ABBV) | 1.48% | 0% | 65.74% | 2/1/2025 |
| Coca-Cola (KO) | 1.46% | 0% | 65.74% | 2/1/2025 |
| Chevron (CVX) | 1.28% | 0% | 65.74% | 2/1/2025 |
 Pfizer (PFE) | 1.27% | 0% | 28.82% | 2/1/2025 |
 Sea (SE) | 0.65% | 0% | 29.88% | 2/1/2025 |
 Dynatrace (DT) | 0.57% | 0% | 47.54% | 2/1/2025 |
 IWG (IWG.L) | 0.52% | 0% | 30.68% | 2/1/2025 |
 ICBC (1398.HK) | 0.48% | 0% | 15.41% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 0.41% | 0% | 33.73% | 2/1/2025 |
 Verizon (VZ) | 0.3% | 0% | 25.37% | 2/1/2025 |
 Volkswagen (VOW3.DE) | 0.28% | 0% | 29.08% | 2/1/2025 |
 Sanlorenzo (SL.MI) | 0.26% | 0% | 26.29% | 2/1/2025 |
 ChargePoint (CHPT) | 0.16% | 0% | 5.05% | 8/5/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.04% | 0% | 0.4% | 6/28/2024 |
 ChinaA50 Index (Non Expiry) (CHINA50) | 0.02% | 0% | 0.66% | 10/7/2024 |
 Blink Charging (BLNK) | 0.02% | 0% | 0.66% | 10/2/2024 |
 Silver (Non Expiry) (SILVER) | 0.01% | 0% | 0.4% | 2/9/2024 |
 EVgo (EVGO) | 0.01% | 0% | 0.66% | 2/1/2025 |
 Innodata (INOD) | 0% | 0% | 0.4% | 2/1/2025 |
 Starbucks (SBUX) | 0% | 0% | 0.4% | 2/1/2025 |
 Exelixis (EXEL) | 0% | 0% | 0.4% | 2/1/2025 |
 Ethereum (ETH) | 0% | 0% | 0.13% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Technology Select Sector SPDR (XLK) | 22.58% | 22.94% |
| Amazon (AMZN) | 10.25% | 11.67% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 10.81% | 10.33% |
| Apple (AAPL) | 9.22% | 10.12% |
| Alphabet (GOOG) | 6.16% | 6.02% |
| Alibaba (BABA) | 5.98% | 5.93% |
| NVIDIA (NVDA) | 4.33% | 4.12% |
| Tesla (TSLA) | 2.71% | 3.9% |
| Pfizer (PFE) | 4.34% | 3.7% |
| Cisco (CSCO) | 3.2% | 3.5% |
| ICBC (1398.HK) | 3.39% | 3.24% |
| Sea (SE) | 1.76% | 2.2% |
| AMD (AMD) | 3.46% | 2.13% |
| IWG (IWG.L) | 1.73% | 1.37% |
| Vanguard Dividend Appreciation ETF (VIG) | 1.17% | 1.29% |
| AbbVie (ABBV) | 1.08% | 1.12% |
| Coca-Cola (KO) | 1.08% | 1.04% |
| Verizon (VZ) | 1.11% | 1.01% |
| Johnson & Johnson (JNJ) | 1.09% | 0.93% |
| Dynatrace (DT) | 1.08% | 0.88% |
| Chevron (CVX) | 1.08% | 0.84% |
| Sanlorenzo (SL.MI) | 1.11% | 0.83% |
| Volkswagen (VOW3.DE) | 1.08% | 0.82% |