Portfolio Diversification
Range
Most Diversified
18 instruments
February 25, 2023
Least Diversified
5 instruments
June 5, 2024
Average
9.3 instruments
Most Consistent Holdings
Top 5
INTC100%
BTC100%
SHIBxM100%
ETH97.73%
TSLA52.03%
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 |
|---|---|---|---|---|
 DividendGrowth | 35.25% | 0% | 85.53% | 12/26/2024 |
 SoFi (SOFI) | 12.16% | 38.94% | 41.03% | - |
| Tesla (TSLA) | 5.85% | 0% | 52.03% | 3/19/2024 |
 Nu (NU) | 5.62% | 0.05% | 14.47% | - |
 Enphase (ENPH) | 4.66% | 0% | 39.71% | 7/24/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 3.45% | 0% | 24.4% | 7/27/2023 |
| Intel (INTC) | 2.83% | 1.67% | 100% | - |
| 2.67% | 0% | 45.33% | 2/27/2024 | |
 Tenaya Therapeutics (TNYA) | 2.67% | 8.1% | 19.86% | - |
 Invesco QQQ (QQQ) | 2.51% | 0% | 12.56% | 4/19/2023 |
 HSBC (HSBA.L) | 2.23% | 0% | 9.69% | 5/14/2024 |
| Bitcoin (BTC) | 1.74% | 3.93% | 100% | - |
 Toyota (TM) | 1.27% | 0% | 14.47% | 12/26/2024 |
 Matterport (MTTR) | 0.94% | 0% | 37.44% | 12/14/2023 |
 Alphabet (GOOGL) | 0.79% | 1.22% | 14.47% | - |
| Ethereum (ETH) | 0.63% | 0.42% | 97.73% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.62% | 0% | 15.91% | 2/26/2025 |
 Apple (AAPL) | 0.59% | 0% | 5.74% | 7/1/2024 |
| Shiba (in millions) (SHIBxM) | 0.58% | 0.53% | 100% | - |
 Palantir (PLTR) | 0.51% | 0% | 2.99% | 6/4/2024 |
 iShares Bitcoin Trust (IBIT) | 0.46% | 0% | 4.78% | 4/8/2024 |
 Nike (NKE) | 0.36% | 0% | 8.01% | 6/4/2024 |
 Essex Property Trust (ESS) | 0.23% | 0% | 1.08% | 4/28/2023 |
 NVIDIA (NVDA) | 0.18% | 0% | 6.34% | 3/24/2025 |
 Alphabet (GOOG) | 0.16% | 0% | 8.13% | 3/27/2023 |
 McDonald's (MCD) | 0.08% | 0% | 12.2% | 4/24/2023 |
 Starbucks (SBUX) | 0.07% | 0% | 12.2% | 4/24/2023 |
 PepsiCo (PEP) | 0.07% | 0% | 12.2% | 4/24/2023 |
 Johnson & Johnson (JNJ) | 0.07% | 0% | 12.32% | 4/25/2023 |
 Nio (NIO) | 0.05% | 0% | 6.7% | 3/27/2023 |
 Official Trump (Experimental) (TRUMP) | 0.05% | 0.4% | 11.48% | - |
 KraneShares CSI China Internet (KWEB) | 0.02% | 0% | 3.59% | 3/27/2023 |
 Amazon (AMZN) | 0.01% | 0% | 0.24% | 5/2/2024 |
 USD/JPY (USDJPY) | 0% | 0% | 0.12% | 5/25/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SoFi (SOFI) | 19.07% | 38.97% |
| Nu (NU) | 38.11% | 32.76% |
| Tenaya Therapeutics (TNYA) | 19.59% | 9.96% |
| Bitcoin (BTC) | 1.38% | 3.05% |
| Intel (INTC) | 4.59% | 1.4% |
| Shiba (in millions) (SHIBxM) | 1.93% | 0.66% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.66% | 0.55% |
| Ethereum (ETH) | 0.39% | 0.37% |