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%
ETH97.88%
TSLA48.6%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 DividendGrowth | 32.93% | 0% | 79.89% | 12/26/2024 |
 SoFi (SOFI) | 13.96% | 41.71% | 44.92% | - |
| Tesla (TSLA) | 5.47% | 0% | 48.6% | 3/19/2024 |
 Nu (NU) | 5.25% | 0.04% | 20.11% | - |
 Enphase (ENPH) | 4.35% | 0% | 37.09% | 7/24/2024 |
 Tenaya Therapeutics (TNYA) | 3.42% | 16.43% | 25.14% | - |
 Schwab US Dividend Equity ETF (SCHD) | 3.22% | 0% | 22.79% | 7/27/2023 |
| Intel (INTC) | 2.75% | 1.58% | 100% | - |
| 2.5% | 0% | 42.35% | 2/27/2024 | |
 Invesco QQQ (QQQ) | 2.34% | 0% | 11.73% | 4/19/2023 |
 HSBC (HSBA.L) | 2.09% | 0% | 9.05% | 5/14/2024 |
| Bitcoin (BTC) | 1.9% | 4.03% | 100% | - |
 PepsiCo (PEP) | 1.39% | 34.18% | 15.08% | - |
 Toyota (TM) | 1.18% | 0% | 13.52% | 12/26/2024 |
 Matterport (MTTR) | 0.88% | 0% | 34.97% | 12/14/2023 |
 Alphabet (GOOGL) | 0.78% | 0% | 16.42% | 5/22/2025 |
| Ethereum (ETH) | 0.63% | 0.6% | 97.88% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.58% | 0% | 14.86% | 2/26/2025 |
| Shiba (in millions) (SHIBxM) | 0.57% | 0.39% | 100% | - |
 Apple (AAPL) | 0.55% | 0% | 5.36% | 7/1/2024 |
 Palantir (PLTR) | 0.47% | 0% | 2.79% | 6/4/2024 |
 iShares Bitcoin Trust (IBIT) | 0.43% | 0% | 4.47% | 4/8/2024 |
 Nike (NKE) | 0.34% | 0% | 7.49% | 6/4/2024 |
 Essex Property Trust (ESS) | 0.21% | 0% | 1.01% | 4/28/2023 |
 NVIDIA (NVDA) | 0.16% | 0% | 5.92% | 3/24/2025 |
 Alphabet (GOOG) | 0.15% | 0% | 7.6% | 3/27/2023 |
 McDonald's (MCD) | 0.07% | 0% | 11.4% | 4/24/2023 |
 Starbucks (SBUX) | 0.07% | 0% | 11.4% | 4/24/2023 |
 Official Trump (Experimental) (TRUMP) | 0.07% | 0.25% | 17.32% | - |
 Johnson & Johnson (JNJ) | 0.06% | 0% | 11.51% | 4/25/2023 |
 Nio (NIO) | 0.05% | 0% | 6.26% | 3/27/2023 |
 KraneShares CSI China Internet (KWEB) | 0.02% | 0% | 3.35% | 3/27/2023 |
 Amazon (AMZN) | 0.01% | 0% | 0.22% | 5/2/2024 |
 USD/JPY (USDJPY) | 0% | 0% | 0.11% | 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% |