Portfolio Diversification
Range
Most Diversified
28 instruments
August 19, 2025
Least Diversified
0 instruments
December 23, 2023
Average
17.4 instruments
Most Consistent Holdings
Top 5
NKE99.37%
NVDA99.37%
TAN99.37%
PFE99.05%
VOO88.45%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 23, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 7.83% | 2.13% | 88.45% | - |
 Yadea (1585.HK) | 7.07% | 4.42% | 67.72% | - |
 Tesla (TSLA) | 6.44% | 0% | 62.18% | 4/4/2025 |
 MGM (MGM) | 5.59% | 4.19% | 54.43% | - |
| Invesco Solar ETF (TAN) | 5.28% | 3.57% | 99.37% | - |
| NVIDIA (NVDA) | 5.24% | 8.37% | 99.37% | - |
| Nike (NKE) | 5.06% | 2.5% | 99.37% | - |
| Pfizer (PFE) | 5.02% | 2.48% | 99.05% | - |
 McDonald's (MCD) | 4.47% | 4.1% | 82.44% | - |
 Walmart (WMT) | 3.7% | 3.36% | 88.29% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 3.3% | 0% | 87.97% | 7/7/2025 |
 Apple (AAPL) | 3% | 2.55% | 67.41% | - |
 Amazon (AMZN) | 2.95% | 10.14% | 38.45% | - |
 Vale (VALE) | 2.94% | 2.52% | 82.44% | - |
 Coca-Cola (KO) | 2.56% | 4.16% | 45.09% | - |
 Tencent (0700.HK) | 2.39% | 0% | 67.72% | 7/7/2025 |
 BYD (01211.HK) | 2.36% | 0% | 36.87% | 10/2/2024 |
 Alibaba (BABA) | 2.27% | 0% | 43.2% | 9/26/2024 |
 Vanguard Real Estate ETF (VNQ) | 2.2% | 4.14% | 41.3% | - |
| 2.09% | 0% | 27.69% | 6/20/2024 | |
 Vanguard Information Technology (VGT) | 1.55% | 2.42% | 56.17% | - |
 GitLab (GTLB) | 1.35% | 0% | 43.04% | 12/5/2024 |
 Petrobras (PBR) | 1.05% | 1.87% | 36.23% | - |
 Agnico Eagle (AEM) | 1.05% | 3.03% | 34.34% | - |
 Mastercard (MA) | 0.85% | 0% | 23.26% | 9/26/2024 |
 Salesforce (CRM) | 0.73% | 1.58% | 31.96% | - |
 Sezzle (SEZL) | 0.5% | 5.22% | 11.39% | - |
 MercadoLibre (MELI) | 0.33% | 1.97% | 14.4% | - |
 UnitedHealth (UNH) | 0.24% | 5.38% | 4.75% | - |
 Uber (UBER) | 0.24% | 1.99% | 11.39% | - |
 Xiaomi (1810.HK) | 0.22% | 4.19% | 5.38% | - |
 iShares Bitcoin Trust (IBIT) | 0.22% | 0% | 8.23% | 9/26/2024 |
 HKEX (00388.HK) | 0.22% | 4.03% | 5.38% | - |
 Ionq (IONQ) | 0.21% | 0% | 6.96% | 9/11/2025 |
 Sodexo (SW.PA) | 0.2% | 1.97% | 9.18% | - |
 Sands China (01928.HK) | 0.19% | 2.11% | 8.7% | - |
 Haidilao (06862.HK) | 0.18% | 1.77% | 8.7% | - |
 Pepe (in millions) (Experimental) (PEPExM) | 0.16% | 0% | 21.99% | 6/3/2025 |
 Credo (CRDO) | 0.11% | 0% | 4.43% | 7/25/2025 |
 Fisker (FSRNQ) | 0.11% | 0% | 3.64% | 7/11/2024 |
 Meta (META) | 0.09% | 0% | 5.22% | 7/30/2025 |
 SoundHound (SOUN) | 0.05% | 0% | 1.58% | 8/8/2025 |
 Edgewise Therapeutics (EWTX) | 0.01% | 0% | 0.16% | 3/7/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 6.71% | 14.11% |
| MGM (MGM) | 13.18% | 10.78% |
| Vanguard S&P 500 ETF (VOO) | 10.25% | 10.55% |
| Vanguard Real Estate ETF (VNQ) | 5.86% | 5.51% |
| McDonald's (MCD) | 5.13% | 5.4% |
| Coca-Cola (KO) | 5.86% | 5.38% |
| Walmart (WMT) | 2.93% | 4.06% |
| NVIDIA (NVDA) | 2.9% | 3.86% |
| Invesco Solar ETF (TAN) | 5.86% | 3.82% |
| Pfizer (PFE) | 4.39% | 3.79% |
| Nike (NKE) | 5.13% | 3.58% |
| Tencent (0700.HK) | 2.93% | 3.13% |
| Vanguard Information Technology (VGT) | 2.93% | 2.87% |
| Vale (VALE) | 3.66% | 2.82% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.93% | 2.4% |