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Portfolio Diversification
Range
Most Diversified
18 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
12.4 instruments
Most Consistent Holdings
Top 5
AAPL99.55%
GOOG99.55%
MSFT99.55%
MA99.55%
NVDA99.55%
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) | 21.98% | 19.75% | 99.55% | - |
 State Street SPDR S&P 500 ETF (SPY) | 18.93% | 20.27% | 99.55% | - |
| Apple (AAPL) | 9.22% | 6.15% | 99.55% | - |
| NVIDIA (NVDA) | 7.64% | 14.14% | 99.55% | - |
 Invesco QQQ (QQQ) | 4.42% | 11.12% | 99.55% | - |
 Skyworks (SWKS) | 2.47% | 0% | 38.87% | 9/25/2023 |
 State Street Technology Select Sector SPDR ETF (XLK) | 1.7% | 5.17% | 55.98% | - |
| Mastercard (MA) | 1.56% | 1.3% | 99.55% | - |
| Alphabet (GOOG) | 1.23% | 3.13% | 99.55% | - |
 Disney (DIS) | 1.12% | 0% | 35.65% | 8/3/2023 |
 Fortinet (FTNT) | 1.05% | 0% | 41.51% | 11/6/2023 |
 Adobe (ADBE) | 0.76% | 0% | 40.8% | 10/26/2023 |
 Netflix (NFLX) | 0.54% | 2.46% | 28.7% | - |
 Marvell (MRVL) | 0.41% | 0% | 34.75% | 7/20/2023 |
 Visa (V) | 0.32% | 0.44% | 63.9% | - |
 Qualcomm (QCOM) | 0.3% | 0% | 31.21% | 5/26/2023 |
 TSMC (TSM) | 0.29% | 1.52% | 26.96% | - |
 ASML (ASML) | 0.29% | 1.35% | 30.31% | - |
 Block Inc. (XYZ) | 0.26% | 0% | 27.22% | 3/24/2023 |
 Meta (META) | 0.12% | 0% | 20.59% | 12/6/2022 |
 Palantir (PLTR) | 0.09% | 0% | 20.59% | 12/6/2022 |
 Nano Dimension (NNDM) | 0.07% | 0% | 20.59% | 12/6/2022 |
 Twilio (TWLO) | 0.07% | 0% | 20.59% | 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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