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Portfolio Diversification
Range
Most Diversified
32 instruments
October 25, 2023
Least Diversified
0 instruments
June 29, 2023
Average
27.2 instruments
Most Consistent Holdings
Top 5
SPY99.9%
VTI99.8%
VOO99.8%
QQQ99.3%
SCHD99.2%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since June 29, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Alphabet (GOOGL) | 7.76% | 10.24% | 97.9% | - |
 Johnson & Johnson (JNJ) | 5.77% | 8.39% | 93.61% | - |
 Amazon (AMZN) | 5.61% | 4.5% | 99.1% | - |
 Apple (AAPL) | 5.29% | 4.13% | 97.41% | - |
 Microsoft (MSFT) | 4.3% | 6.79% | 92.32% | - |
| Invesco QQQ (QQQ) | 4.29% | 3.94% | 99.3% | - |
| Vanguard S&P 500 ETF (VOO) | 4.23% | 3.74% | 99.8% | - |
 iShares Bitcoin Trust (IBIT) | 3.73% | 3.62% | 80.74% | - |
 Palo Alto Networks (PANW) | 3.54% | 4.66% | 76.65% | - |
 UnitedHealth (UNH) | 3.3% | 5.13% | 60.68% | - |
| State Street SPDR S&P 500 ETF (SPY) | 3.21% | 3.06% | 99.9% | - |
 Starbucks (SBUX) | 2.93% | 3.03% | 94.71% | - |
 NVIDIA (NVDA) | 2.85% | 4.24% | 79.94% | - |
 Coca-Cola (KO) | 2.68% | 1.82% | 95.81% | - |
 Nike (NKE) | 2.67% | 3.77% | 62.67% | - |
 Berkshire Hathaway (BRK.B) | 2.61% | 2.21% | 97.01% | - |
 S&P Global (SPGI) | 2.42% | 3.02% | 95.21% | - |
 Applied Materials (AMAT) | 2.35% | 8.2% | 52.5% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 2.27% | 4.01% | 79.34% | - |
 Tesla (TSLA) | 2.26% | 0% | 33.73% | 7/26/2024 |
| Schwab US Dividend Equity ETF (SCHD) | 2.21% | 2.63% | 99.2% | - |
 Texas Instruments (TXN) | 2.16% | 0% | 57.88% | 3/4/2025 |
 Bitcoin (BTC) | 2.01% | 2.77% | 58.98% | - |
 Morgan Stanley (MS) | 1.99% | 0% | 90.02% | 2/17/2026 |
| Vanguard Total Stock Market ETF (VTI) | 1.97% | 1.37% | 99.8% | - |
 Alibaba (BABA) | 1.94% | 0% | 34.93% | 6/27/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.88% | 0% | 51.3% | 12/9/2024 |
 Vanguard Information Technology (VGT) | 1.61% | 1.59% | 92.22% | - |
 Walmart (WMT) | 1.52% | 1.7% | 85.83% | - |
 Adobe (ADBE) | 1.16% | 0.89% | 19.36% | - |
 Bank of America (BAC) | 1.08% | 0% | 68.46% | 8/12/2025 |
 ExxonMobil (XOM) | 0.88% | 0% | 47.11% | 3/3/2025 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.83% | 0% | 26.75% | 5/1/2024 |
 iShares S&P 100 ETF (OEF) | 0.77% | 0% | 46.61% | 11/6/2024 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.51% | 0% | 15.37% | 1/16/2024 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.39% | 0% | 18.36% | 2/15/2024 |
 Realty Income (O) | 0.33% | 0% | 15.07% | 1/16/2024 |
 Meta (META) | 0.31% | 0.44% | 42.02% | - |
 TSMC (TSM) | 0.23% | 0% | 12.57% | 1/17/2024 |
 AES (AES) | 0.22% | 0% | 11.58% | 2/9/2024 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.18% | 0% | 1.5% | 7/14/2023 |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.13% | 0% | 0.8% | 7/7/2023 |
 Toyota (TM) | 0.12% | 0% | 6.29% | 8/5/2024 |
 AT&T (T) | 0.1% | 0% | 8.08% | 11/13/2023 |
 CVS Health (CVS) | 0.09% | 0% | 2.89% | 9/22/2023 |
 iShares National Muni Bond ETF (MUB) | 0.06% | 0% | 3.69% | 10/26/2023 |
 TD (TD) | 0.04% | 0% | 4.89% | 12/12/2023 |
 Snapchat (SNAP) | 0.04% | 0% | 5.59% | 10/10/2023 |
 iShares Global REIT ETF (REET) | 0.02% | 0% | 4.69% | 11/13/2023 |
 Vanguard Real Estate ETF (VNQ) | 0.02% | 0% | 0.8% | 7/21/2023 |
 Vanguard FTSE Emerging Markets (VWO) | 0% | 0% | 1.3% | 1/10/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOGL) | 7.37% | 11.26% |
| Johnson & Johnson (JNJ) | 7.41% | 7.43% |
| Applied Materials (AMAT) | 5.49% | 6.21% |
| Microsoft (MSFT) | 6.44% | 5.5% |
| Nike (NKE) | 7.98% | 5.27% |
| UnitedHealth (UNH) | 6.33% | 5.11% |
| Amazon (AMZN) | 4.61% | 4.93% |
| NVIDIA (NVDA) | 3.8% | 4.69% |
| Apple (AAPL) | 4.08% | 4.6% |
| Invesco QQQ (QQQ) | 4.31% | 4.33% |
| Vanguard S&P 500 ETF (VOO) | 4.25% | 4.07% |
| VanEck Vectors Semiconductor ETF (SMH) | 3.43% | 3.84% |
| iShares Bitcoin Trust (IBIT) | 3.08% | 3.78% |
| Palo Alto Networks (PANW) | 4.1% | 3.66% |
| State Street SPDR S&P 500 ETF (SPY) | 3.58% | 3.33% |
| Starbucks (SBUX) | 3.96% | 2.96% |
| S&P Global (SPGI) | 3.46% | 2.9% |
| Bitcoin (BTC) | 2.34% | 2.54% |
| Schwab US Dividend Equity ETF (SCHD) | 3.28% | 2.47% |
| Berkshire Hathaway (BRK.B) | 2.4% | 2.21% |
| Morgan Stanley (MS) | 1.11% | 1.78% |
| Vanguard Information Technology (VGT) | 1.73% | 1.77% |
| Coca-Cola (KO) | 2.03% | 1.75% |
| Walmart (WMT) | 1.14% | 1.59% |
| Vanguard Total Stock Market ETF (VTI) | 1.52% | 1.48% |
Cash & Instruments Over Time
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