Portfolio Diversification
Range
Most Diversified
34 instruments
October 4, 2024
Least Diversified
12 instruments
May 17, 2023
Average
27.8 instruments
Most Consistent Holdings
Top 5
AAPL100%
KO100%
SONY100%
TSLA100%
BRK.B100%
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 |
|---|---|---|---|---|
| Coca-Cola (KO) | 6.61% | 4.47% | 100% | - |
| Berkshire Hathaway (BRK.B) | 6.28% | 4.37% | 100% | - |
 iShares Core Dividend Growth ETF (DGRO) | 6.09% | 8.53% | 69.25% | - |
 Schwab US Dividend Equity ETF (SCHD) | 5.26% | 6.92% | 69.25% | - |
 Bitcoin (BTC) | 5.13% | 8.09% | 82.23% | - |
 iShares Core S&P US Growth (IUSG) | 4.44% | 6.36% | 69.48% | - |
 Vanguard Total Stock Market ETF (VTI) | 3.82% | 8.41% | 69.48% | - |
 Invesco QQQ (QQQ) | 3.68% | 4.83% | 70.73% | - |
| Sony (SONY) | 3.61% | 2.47% | 100% | - |
 Technology Select Sector SPDR (XLK) | 3.6% | 4.71% | 69.48% | - |
 Amazon (AMZN) | 3.48% | 4.09% | 84.85% | - |
| Apple (AAPL) | 3.46% | 1.21% | 100% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 3.3% | 3.61% | 69.13% | - |
 Alibaba (BABA) | 3.17% | 0% | 50.23% | 3/25/2024 |
 Vanguard Real Estate ETF (VNQ) | 3.04% | 3.84% | 68.79% | - |
 Meta (META) | 2.7% | 0% | 30.52% | 10/2/2023 |
 iShares Russell 1000 Growth ETF (IWF) | 2.68% | 4.19% | 68.79% | - |
 iShares MSCI India ETF (INDA) | 2.32% | 3.99% | 68.79% | - |
 Ethereum (ETH) | 2.25% | 0.8% | 67.31% | - |
 Ishares Russell 2000 ETF (IWM) | 2.07% | 2.77% | 68.79% | - |
 SPDR S&P 500 ETF (SPY) | 2.02% | 0% | 59.79% | 10/30/2024 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 1.49% | 0% | 14.92% | 5/15/2023 |
| Tesla (TSLA) | 1.48% | 0.53% | 100% | - |
 iShares ESG Aware MSCI USA ETF (ESGU) | 1.44% | 2.28% | 69.36% | - |
 Alphabet (GOOG) | 1.36% | 1.59% | 74.15% | - |
 SPDR EURO STOXX 50 ETF (FEZ) | 1.33% | 0% | 14.92% | 5/15/2023 |
 GlaxoSmithKline (GSK) | 1.24% | 1.26% | 74.72% | - |
 Johnson & Johnson (JNJ) | 0.99% | 0.82% | 75.06% | - |
 Vanguard Value ETF (VTV) | 0.89% | 2.38% | 40.77% | - |
 HSBC (HSBC) | 0.88% | 0% | 41.34% | 2/21/2024 |
 NVIDIA (NVDA) | 0.87% | 0% | 14.92% | 5/15/2023 |
 Pfizer (PFE) | 0.81% | 0.46% | 75.06% | - |
 NikolayNedyalkov | 0.73% | 0% | 32.23% | 10/18/2023 |
 Nestle (NESN.ZU) | 0.69% | 0% | 29.27% | 9/21/2023 |
 TSMC (TSM) | 0.68% | 0% | 14.92% | 5/15/2023 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.62% | 0% | 14.92% | 5/15/2023 |
 Mastercard (MA) | 0.54% | 1.04% | 53.42% | - |
 Vanguard Financials ETF (VFH) | 0.53% | 2.2% | 24.15% | - |
 iShares Core High Dividend ETF (HDV) | 0.52% | 0% | 50% | 10/30/2024 |
 Disney (DIS) | 0.47% | 0% | 14.92% | 5/15/2023 |
 Microsoft (MSFT) | 0.45% | 0% | 14.92% | 5/15/2023 |
 Netflix (NFLX) | 0.43% | 0% | 14.92% | 5/15/2023 |
 Vanguard Total Bond Market ETF (BND) | 0.43% | 1.64% | 24.83% | - |
 AMD (AMD) | 0.38% | 0% | 14.92% | 5/15/2023 |
 PayPal (PYPL) | 0.26% | 0% | 27.22% | 9/1/2023 |
 UiPath (PATH) | 0.2% | 0% | 47.04% | 10/30/2024 |
 iShares MSCI South Korea ETF (EWY) | 0.2% | 0% | 14.92% | 5/15/2023 |
 Philips (PHIA.NV) | 0.16% | 0% | 25.28% | 8/14/2023 |
 Utilities Select Sector SPDR (XLU) | 0.15% | 0.51% | 28.02% | - |
 Goldman Sachs (GS) | 0.12% | 0.38% | 47.27% | - |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.11% | 0.36% | 30.64% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.09% | 0.25% | 30.64% | - |
 Kinsale (KNSL) | 0.08% | 0.19% | 39.86% | - |
 Alibaba (9988.HK) | 0.06% | 0% | 15.03% | 5/16/2023 |
 JD.com (JD.US) | 0.03% | 0% | 14.92% | 5/15/2023 |
 Walmart (WMT) | 0.02% | 0% | 2.96% | 1/27/2023 |
 Visa (V) | 0.01% | 0% | 2.96% | 1/27/2023 |
 PepsiCo (PEP) | 0.01% | 0% | 2.96% | 1/27/2023 |
 eToro Group LTD (ETOR) | 0.01% | 0.43% | 2.51% | - |
 Terra Classic (LUNC) | 0.01% | 0% | 2.96% | 1/27/2023 |
 Virgin Galactic (SPCE) | 0.01% | 0% | 2.96% | 1/27/2023 |
 Brazil Index MSCI Ishares (EWZ) | 0.01% | 0% | 0.34% | 8/14/2023 |
 API3 (API3) | 0% | 0% | 2.96% | 1/27/2023 |
 NVIDIA (NVDA.EXT) | 0% | 0% | 0.11% | 8/24/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Core Dividend Growth ETF (DGRO) | 9.12% | 8.62% |
| Vanguard Total Stock Market ETF (VTI) | 9.73% | 8.55% |
| Bitcoin (BTC) | 3.35% | 7.48% |
| Schwab US Dividend Equity ETF (SCHD) | 8.16% | 7.37% |
| iShares Core S&P US Growth (IUSG) | 5.62% | 6.31% |
| Invesco QQQ (QQQ) | 4.33% | 4.82% |
| Technology Select Sector SPDR (XLK) | 4.32% | 4.76% |
| Amazon (AMZN) | 3.21% | 4.3% |
| iShares Russell 1000 Growth ETF (IWF) | 3.99% | 4.27% |
| Berkshire Hathaway (BRK.B) | 3.68% | 4.07% |
| Coca-Cola (KO) | 4.61% | 4% |
| iShares MSCI India ETF (INDA) | 4.67% | 3.96% |
| Vanguard Real Estate ETF (VNQ) | 4.24% | 3.94% |
| The Health Care Select Sector SPDR Fund (XLV) | 4.56% | 3.83% |
| Ishares Russell 2000 ETF (IWM) | 3.11% | 2.99% |
| Vanguard Value ETF (VTV) | 3.03% | 2.41% |
| iShares ESG Aware MSCI USA ETF (ESGU) | 2.42% | 2.32% |
| Vanguard Financials ETF (VFH) | 2.83% | 2.16% |
| Sony (SONY) | 1.98% | 2.03% |
| Alphabet (GOOG) | 1.55% | 1.79% |
| Vanguard Total Bond Market ETF (BND) | 2.19% | 1.7% |
| Apple (AAPL) | 1.25% | 1.54% |
| Ethereum (ETH) | 0.71% | 1.11% |
| GlaxoSmithKline (GSK) | 1.47% | 1.07% |
| Mastercard (MA) | 1.06% | 0.96% |
| Johnson & Johnson (JNJ) | 1.19% | 0.79% |
| Tesla (TSLA) | 0.7% | 0.76% |
| Pfizer (PFE) | 0.94% | 0.55% |
| Utilities Select Sector SPDR (XLU) | 0.68% | 0.5% |
| Invesco S&P 500 Equal Weight ETF (RSP) | 0.45% | 0.36% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.39% | 0.26% |
| Goldman Sachs (GS) | 0.2% | 0.23% |
| Kinsale (KNSL) | 0.2% | 0.19% |