Portfolio Diversification
Range
Most Diversified
10 instruments
November 9, 2024
Least Diversified
0 instruments
February 2, 2025
Average
6.5 instruments
Most Consistent Holdings
Top 5
MSFT99.81%
AMZN99.62%
SPYG99.62%
VOO97.71%
META65.71%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since August 22, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 44.43% | 0% | 99.62% | 2/1/2025 |
| Vanguard S&P 500 ETF (VOO) | 36.57% | 0% | 97.71% | 2/1/2025 |
| Microsoft (MSFT) | 4.7% | 0% | 99.81% | 2/1/2025 |
| Amazon (AMZN) | 4.63% | 0% | 99.62% | 2/1/2025 |
| Meta (META) | 3.9% | 0% | 65.71% | 8/5/2024 |
 NVIDIA (NVDA) | 1.8% | 0% | 51.05% | 2/1/2025 |
 Mastercard (MA) | 1.3% | 0% | 34.1% | 2/1/2025 |
 Alphabet (GOOG) | 0.92% | 0% | 41.33% | 2/1/2025 |
 ROVI (ROVI.MC) | 0.55% | 0% | 16.19% | 2/1/2025 |
 PDD Holdings (PDD) | 0.47% | 0% | 17.52% | 2/1/2025 |
 Intel (INTC) | 0.3% | 0% | 22.86% | 2/1/2025 |
 Boeing (BA) | 0.1% | 0% | 0.57% | 8/24/2023 |
 Apple (AAPL) | 0.02% | 0% | 0.76% | 8/5/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 60.06% | 61.75% |
| Amazon (AMZN) | 6.43% | 7.55% |
| Microsoft (MSFT) | 6.89% | 6.2% |
| Mastercard (MA) | 4.6% | 4.79% |
| Vanguard S&P 500 ETF (VOO) | 4.78% | 4.56% |
| ROVI (ROVI.MC) | 4.9% | 4.28% |
| PDD Holdings (PDD) | 4.75% | 3.81% |
| NVIDIA (NVDA) | 3.45% | 3.41% |
| Alphabet (GOOG) | 2.3% | 2.32% |
| Intel (INTC) | 1.84% | 1.5% |