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Portfolio Diversification
Range
Most Diversified
18 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
12.3 instruments
Most Consistent Holdings
Top 5
AAPL99.25%
GOOG99.25%
MSFT99.25%
MA99.25%
NVDA99.25%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 21.77% | 23.23% | 99.25% | - |
 State Street SPDR S&P 500 ETF (SPY) | 18.95% | 19.61% | 99.25% | - |
| Apple (AAPL) | 8.92% | 6.69% | 99.25% | - |
| NVIDIA (NVDA) | 8.31% | 13.88% | 99.25% | - |
 Invesco QQQ (QQQ) | 5.07% | 10.33% | 99.25% | - |
 Skyworks (SWKS) | 2.21% | 0% | 34.79% | 9/25/2023 |
 State Street Technology Select Sector SPDR ETF (XLK) | 2.07% | 5.13% | 60.25% | - |
| Mastercard (MA) | 1.53% | 1.57% | 99.25% | - |
| Alphabet (GOOG) | 1.37% | 2.07% | 99.25% | - |
 Disney (DIS) | 1% | 0% | 31.91% | 8/3/2023 |
 Fortinet (FTNT) | 0.94% | 0% | 37.15% | 11/6/2023 |
 Netflix (NFLX) | 0.68% | 1.65% | 35.83% | - |
 Adobe (ADBE) | 0.68% | 0% | 36.52% | 10/26/2023 |
 TSMC (TSM) | 0.42% | 1.44% | 34.27% | - |
 ASML (ASML) | 0.41% | 1.35% | 37.27% | - |
 Marvell (MRVL) | 0.36% | 0% | 31.11% | 7/20/2023 |
 Visa (V) | 0.33% | 0.54% | 67.34% | - |
 Qualcomm (QCOM) | 0.27% | 0% | 27.94% | 5/26/2023 |
 Block Inc. (XYZ) | 0.23% | 0% | 24.37% | 3/24/2023 |
 Meta (META) | 0.1% | 0% | 18.43% | 12/6/2022 |
 Palantir (PLTR) | 0.08% | 0% | 18.43% | 12/6/2022 |
 Nano Dimension (NNDM) | 0.06% | 0% | 18.43% | 12/6/2022 |
 Twilio (TWLO) | 0.06% | 0% | 18.43% | 12/6/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 16.11% | 22.2% |
| State Street SPDR S&P 500 ETF (SPY) | 16.38% | 19.41% |
| NVIDIA (NVDA) | 4.09% | 13.65% |
| Invesco QQQ (QQQ) | 13.45% | 10.14% |
| State Street Technology Select Sector SPDR ETF (XLK) | 5.85% | 4.59% |
| Apple (AAPL) | 2.34% | 3.26% |
| Alphabet (GOOG) | 1.75% | 2.57% |
| Netflix (NFLX) | 3.51% | 1.98% |
| Mastercard (MA) | 1.75% | 1.52% |
| TSMC (TSM) | 1.17% | 1.18% |
| ASML (ASML) | 1.17% | 1.01% |
| Visa (V) | 0.58% | 0.49% |
Cash & Instruments Over Time
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