Portfolio Diversification
Range
Most Diversified
56 instruments
February 29, 2024
Least Diversified
0 instruments
June 26, 2022
Average
29.4 instruments
Most Consistent Holdings
Top 5
V84.91%
TSM84.91%
MSFT83.6%
COST82.08%
ABNB82.08%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since June 26, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 2.86% | 0% | 83.6% | 2/1/2025 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 2.31% | 0% | 35.29% | 2/1/2025 |
 iShares Bitcoin Trust (IBIT) | 2.29% | 0% | 40.07% | 2/1/2025 |
 ARK 21Shares Bitcoin ETF (ARKB) | 2.29% | 0% | 40.07% | 2/1/2025 |
 Apple (AAPL) | 2.27% | 0% | 69.27% | 2/1/2025 |
| TSMC (TSM) | 2.07% | 0% | 84.91% | 2/1/2025 |
 Tesla (TSLA) | 1.98% | 0% | 76.66% | 2/1/2025 |
| Costco (COST) | 1.78% | 0% | 82.08% | 2/1/2025 |
 NVIDIA (NVDA) | 1.64% | 0% | 52.55% | 2/1/2025 |
 Bitcoin (BTC) | 1.46% | 0% | 50.27% | 11/9/2024 |
 Invesco QQQ (QQQ) | 1.28% | 0% | 45.71% | 2/1/2025 |
| Visa (V) | 1.26% | 0% | 84.91% | 2/1/2025 |
 JPMorgan (JPM) | 1.2% | 0% | 78.07% | 2/1/2025 |
 Amazon (AMZN) | 1.18% | 0% | 52.55% | 2/1/2025 |
 Meta (META) | 1.17% | 0% | 52.55% | 2/1/2025 |
 Salesforce (CRM) | 1.17% | 0% | 73.72% | 10/21/2024 |
| Airbnb (ABNB) | 1.16% | 0% | 82.08% | 2/1/2025 |
 Vanguard Growth ETF (VUG) | 1.13% | 0% | 45.71% | 2/1/2025 |
 NextEra (NEE) | 1.1% | 0% | 75.24% | 2/1/2025 |
 Comcast (CMCSA) | 1.09% | 0% | 75.35% | 2/1/2025 |
 Honeywell (HON) | 1.07% | 0% | 73.72% | 10/21/2024 |
 Procter & Gamble (PG) | 0.99% | 0% | 58.85% | 6/5/2024 |
 Alphabet (GOOGL) | 0.99% | 0% | 41.37% | 10/21/2024 |
 Prologis (PLD) | 0.94% | 0% | 71.55% | 9/30/2024 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.85% | 0% | 45.71% | 2/1/2025 |
 Materials Select Sector SPDR (XLB) | 0.77% | 0% | 45.71% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 0.76% | 0% | 61.89% | 9/30/2024 |
 Vanguard Mega Cap Growth Index Fund (MGK) | 0.72% | 0% | 45.71% | 2/1/2025 |
 Alphabet (GOOG) | 0.67% | 0% | 25.52% | 6/9/2023 |
 Disney (DIS) | 0.62% | 0% | 25.52% | 6/9/2023 |
 Eli Lilly (LLY) | 0.61% | 0% | 52.55% | 2/1/2025 |
 Technology Select Sector SPDR (XLK) | 0.54% | 0% | 45.71% | 2/1/2025 |
 iShares Silver Trust (SLV) | 0.53% | 0% | 45.71% | 2/1/2025 |
 iShares Gold Trust (IAU) | 0.49% | 0% | 45.71% | 2/1/2025 |
 Intel (INTC) | 0.47% | 0% | 52.55% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.43% | 0% | 41.69% | 2/1/2025 |
 Ethereum (ETH) | 0.38% | 0% | 37.02% | 11/13/2024 |
 UnitedHealth (UNH) | 0.38% | 0% | 52.55% | 2/1/2025 |
 Booking (BKNG) | 0.37% | 0% | 52.01% | 1/27/2025 |
 Vanguard Total Stock Market ETF (VTI) | 0.36% | 0% | 45.39% | 2/1/2025 |
 Intuit (INTU) | 0.35% | 0% | 39.31% | 10/1/2024 |
 Netflix (NFLX) | 0.33% | 0% | 41.37% | 10/21/2024 |
 ExxonMobil (XOM) | 0.32% | 0% | 52.55% | 2/1/2025 |
 Adobe (ADBE) | 0.3% | 0% | 37.35% | 9/13/2024 |
 Cisco (CSCO) | 0.26% | 0% | 39.2% | 9/30/2024 |
 Mondelez (MDLZ) | 0.24% | 0% | 39.2% | 9/30/2024 |
 PepsiCo (PEP) | 0.24% | 0% | 18.35% | 3/21/2024 |
 Vanguard Small-Cap Growth ETF (VBK) | 0.21% | 0% | 32.36% | 11/4/2024 |
 Consumer Staples Select Sector SPDR (XLP) | 0.21% | 0% | 42.02% | 2/1/2025 |
 Vanguard Value ETF (VTV) | 0.21% | 0% | 42.02% | 2/1/2025 |
 Deere (DE) | 0.17% | 0% | 32.36% | 9/30/2024 |
 Home Depot (HD) | 0.13% | 0% | 23.45% | 10/1/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.12% | 0% | 8.9% | 2/1/2025 |
 McDonald's (MCD) | 0.11% | 0% | 10.53% | 1/8/2024 |
 Coca-Cola (KO) | 0.11% | 0% | 10.53% | 1/8/2024 |
 Jpm Nasdaq Equity Premium (JEPQ) | 0.09% | 0% | 8.9% | 2/1/2025 |
 Invesco NASDAQ Next Gen 100 ETF (QQQJ) | 0.08% | 0% | 9.77% | 4/8/2024 |
 Vanguard Information Technology (VGT) | 0.08% | 0% | 8.9% | 2/1/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.08% | 0% | 8.9% | 2/1/2025 |
 Marathon Digital (MARA) | 0.08% | 0% | 4.78% | 3/11/2024 |
 First Trust Rba American Ind (AIRR) | 0.08% | 0% | 8.9% | 2/1/2025 |
 VanEck Video Gaming and eSports UCITS ETF (ESP0.DE) | 0.06% | 0% | 8.9% | 2/1/2025 |
 Samsung (SMSN.L) | 0.06% | 0% | 19.22% | 8/23/2024 |
 Utilities Select Sector SPDR (XLU) | 0.06% | 0% | 8.9% | 2/1/2025 |
 Real Estate Select Sector SPDR (XLRE) | 0.06% | 0% | 8.9% | 2/1/2025 |
 ARK Fintech Innovation ETF (ARKF) | 0.05% | 0% | 8.9% | 2/1/2025 |
 iShares MSCI India ETF (INDA) | 0.05% | 0% | 8.9% | 2/1/2025 |
 Vanguard S&P 500 Value ETF (VOOV) | 0.04% | 0% | 9.77% | 4/8/2024 |
 ARK Next Generation Internet ETF (ARKW) | 0.04% | 0% | 8.9% | 2/1/2025 |
 Dollar Tree (DLTR) | 0.04% | 0% | 26.06% | 2/1/2025 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.04% | 0% | 8.9% | 2/1/2025 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.04% | 0% | 8.9% | 2/1/2025 |
 iShares Semiconductor ETF (SOXX) | 0.04% | 0% | 8.9% | 2/1/2025 |
 VanEck Vectors Junior Gold Miners ETF (GDXJ) | 0.04% | 0% | 8.9% | 2/1/2025 |
 iShares US Aerospace & Defense ETF (ITA) | 0.04% | 0% | 8.9% | 2/1/2025 |
 VanEck Morningstar Wide Moat ETF (MOAT) | 0.04% | 0% | 7.93% | 3/22/2024 |
 Vanguard FTSE Developed Market ETF (VEA) | 0.03% | 0% | 7.71% | 3/20/2024 |
 Solana (SOL) | 0% | 0% | 0.11% | 3/30/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| ARK 21Shares Bitcoin ETF (ARKB) | 7.09% | 9.03% |
| iShares Bitcoin Trust (IBIT) | 7.09% | 9.03% |
| Invesco QQQ (QQQ) | 4.08% | 3.92% |
| Vanguard Growth ETF (VUG) | 3.48% | 3.51% |
| Tesla (TSLA) | 1.19% | 2.34% |
| Materials Select Sector SPDR (XLB) | 2.64% | 2.19% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 2.4% | 2.18% |
| Apple (AAPL) | 1.63% | 2.06% |
| NVIDIA (NVDA) | 0.78% | 1.95% |
| Meta (META) | 1.32% | 1.82% |
| TSMC (TSM) | 0.98% | 1.77% |
| Schwab US Dividend Equity ETF (SCHD) | 2.04% | 1.68% |
| Vanguard Total Stock Market ETF (VTI) | 1.92% | 1.67% |
| Microsoft (MSFT) | 1.44% | 1.62% |
| iShares Silver Trust (SLV) | 1.57% | 1.45% |
| Jpm Nasdaq Equity Premium (JEPQ) | 1.68% | 1.44% |
| Vanguard Mega Cap Growth Index Fund (MGK) | 1.3% | 1.42% |
| Costco (COST) | 1.08% | 1.41% |
| Amazon (AMZN) | 0.96% | 1.37% |
| iShares Gold Trust (IAU) | 1.21% | 1.23% |
| Vanguard Information Technology (VGT) | 1.44% | 1.23% |
| VanEck Vectors Semiconductor ETF (SMH) | 1.44% | 1.2% |
| First Trust Rba American Ind (AIRR) | 1.44% | 1.16% |
| VanEck Video Gaming and eSports UCITS ETF (ESP0.DE) | 1.08% | 0.94% |
| Utilities Select Sector SPDR (XLU) | 1.08% | 0.9% |
| Real Estate Select Sector SPDR (XLRE) | 1.08% | 0.89% |
| Intel (INTC) | 1.26% | 0.73% |
| JPMorgan (JPM) | 0.48% | 0.71% |
| ARK Fintech Innovation ETF (ARKF) | 0.83% | 0.7% |
| Airbnb (ABNB) | 0.78% | 0.64% |
| Vanguard Value ETF (VTV) | 0.72% | 0.64% |
| Consumer Staples Select Sector SPDR (XLP) | 0.72% | 0.64% |
| NextEra (NEE) | 0.6% | 0.64% |
| ARK Next Generation Internet ETF (ARKW) | 0.72% | 0.62% |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.72% | 0.62% |
| iShares Semiconductor ETF (SOXX) | 0.72% | 0.6% |
| iShares MSCI India ETF (INDA) | 0.72% | 0.6% |
| Vanguard S&P 500 ETF (VOO) | 0.6% | 0.6% |
| iShares US Aerospace & Defense ETF (ITA) | 0.72% | 0.59% |
| VanEck Vectors Junior Gold Miners ETF (GDXJ) | 0.72% | 0.58% |
| VanEck Vectors Gold Miners ETF (GDX) | 0.72% | 0.58% |
| Eli Lilly (LLY) | 0.48% | 0.56% |
| Visa (V) | 0.48% | 0.56% |
| Technology Select Sector SPDR (XLK) | 0.48% | 0.53% |
| ExxonMobil (XOM) | 0.61% | 0.49% |
| Booking (BKNG) | 0.24% | 0.34% |
| UnitedHealth (UNH) | 0.24% | 0.22% |
| Comcast (CMCSA) | 0.24% | 0.18% |
| Dollar Tree (DLTR) | 0.24% | 0.13% |