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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
AAPL99.29%
GOOG99.29%
MSFT99.29%
MA99.29%
NVDA99.29%
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) | 21.75% | 21.95% | 99.29% | - |
 State Street SPDR S&P 500 ETF (SPY) | 18.94% | 19.5% | 99.29% | - |
| Apple (AAPL) | 8.98% | 6.71% | 99.29% | - |
| NVIDIA (NVDA) | 8.14% | 14.41% | 99.29% | - |
 Invesco QQQ (QQQ) | 4.92% | 10.62% | 99.29% | - |
 Skyworks (SWKS) | 2.27% | 0% | 35.76% | 9/25/2023 |
 State Street Technology Select Sector SPDR ETF (XLK) | 1.98% | 5.38% | 59.21% | - |
| Mastercard (MA) | 1.54% | 1.35% | 99.29% | - |
| Alphabet (GOOG) | 1.34% | 2.52% | 99.29% | - |
 Disney (DIS) | 1.03% | 0% | 32.8% | 8/3/2023 |
 Fortinet (FTNT) | 0.97% | 0% | 38.19% | 11/6/2023 |
 Adobe (ADBE) | 0.7% | 0% | 37.54% | 10/26/2023 |
 Netflix (NFLX) | 0.65% | 1.94% | 34.1% | - |
 TSMC (TSM) | 0.39% | 1.5% | 32.5% | - |
 ASML (ASML) | 0.38% | 1.38% | 35.58% | - |
 Marvell (MRVL) | 0.37% | 0% | 31.97% | 7/20/2023 |
 Visa (V) | 0.33% | 0.46% | 66.49% | - |
 Qualcomm (QCOM) | 0.28% | 0% | 28.72% | 5/26/2023 |
 Block Inc. (XYZ) | 0.23% | 0% | 25.04% | 3/24/2023 |
 Meta (META) | 0.11% | 0% | 18.95% | 12/6/2022 |
 Palantir (PLTR) | 0.08% | 0% | 18.95% | 12/6/2022 |
 Nano Dimension (NNDM) | 0.07% | 0% | 18.95% | 12/6/2022 |
 Twilio (TWLO) | 0.06% | 0% | 18.95% | 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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