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Portfolio Diversification
Range
Most Diversified
43 instruments
April 1, 2023
Least Diversified
0 instruments
February 2, 2025
Average
36.4 instruments
Most Consistent Holdings
Top 5
GOOG99.67%
META99.67%
DIS99.67%
VALE99.67%
SBUX99.67%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 Growth ETF (VOOG) | 18.34% | 19.79% | 99.67% | - |
 Vanguard S&P 500 ETF (VOO) | 16.14% | 19.57% | 99.67% | - |
| Disney (DIS) | 7.77% | 7.41% | 99.67% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 6.48% | 7.03% | 99.67% | - |
| Meta (META) | 3.81% | 2.01% | 99.67% | - |
 Goldman Sachs (GS) | 3.74% | 4.02% | 99.67% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 2.71% | 0% | 84.52% | 10/29/2025 |
 Realty Income (O) | 2.32% | 2.33% | 99.67% | - |
| Alphabet (GOOG) | 2.2% | 4.59% | 99.67% | - |
 Petrobras (PBR.A) | 1.93% | 0.24% | 84.52% | - |
 WP Carey (WPC) | 1.4% | 1.57% | 99.67% | - |
 State Street SPDR S&P 500 ETF (SPY) | 1.38% | 2.58% | 60.43% | - |
| Starbucks (SBUX) | 1.37% | 1.31% | 99.67% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1.35% | 2.34% | 68.63% | - |
 Invesco QQQ (QQQ) | 1.23% | 0% | 31.95% | 1/29/2024 |
 Tesla (TSLA) | 1.16% | 1.45% | 99.5% | - |
| Vale (VALE) | 1.15% | 1.82% | 99.67% | - |
 Canadian Solar (CSIQ) | 1.05% | 1.09% | 80.71% | - |
 Invesco China Technology ETF (CQQQ) | 1.03% | 1.1% | 99.67% | - |
 Vanguard Total World Stock ETF (VT.US) | 0.96% | 3.95% | 29.22% | - |
 Visa (V) | 0.95% | 0% | 27.98% | 12/12/2023 |
 Dollar Tree (DLTR) | 0.81% | 0.44% | 99.67% | - |
 Bitcoin (BTC) | 0.79% | 0% | 75.66% | 7/14/2025 |
 Greggs (GRG.L) | 0.67% | 0.58% | 68.63% | - |
 Persimmon (PSN.L) | 0.62% | 0.57% | 99.67% | - |
 iShares MSCI Germany ETF (EWG) | 0.54% | 0.51% | 99.59% | - |
 eBay (EBAY) | 0.54% | 0% | 72.43% | 6/5/2025 |
 Target (TGT) | 0.52% | 0.37% | 99.59% | - |
 Walgreens (WBA) | 0.52% | 0% | 78.23% | 9/1/2025 |
 Ambev (ABEV) | 0.45% | 0.13% | 85.51% | - |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.43% | 0% | 91.89% | 1/27/2026 |
 Sony (SONY) | 0.39% | 0% | 71.69% | 5/27/2025 |
 Netflix (NFLX) | 0.35% | 0% | 34.6% | 3/1/2024 |
 Uniti (UNIT) | 0.32% | 0.37% | 96.61% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 0.31% | 0% | 31.95% | 1/29/2024 |
 Apple (AAPL) | 0.3% | 0% | 38.91% | 5/9/2024 |
 Alibaba (BABA) | 0.28% | 0.27% | 99.67% | - |
 Sunrise Realty Trust Inc (SUNS) | 0.25% | 0.68% | 27.32% | - |
 Coinbase (COIN) | 0.23% | 0% | 56.21% | 11/20/2024 |
 ZIM (ZIM) | 0.21% | 0.24% | 99.67% | - |
 Cigna (CI) | 0.2% | 0.12% | 92.47% | - |
 Amazon (AMZN) | 0.19% | 0% | 36.75% | 3/28/2024 |
 iShares MSCI India ETF (INDA) | 0.19% | 0% | 28.06% | 12/13/2023 |
 Micron (MU) | 0.18% | 0% | 32.2% | 2/1/2024 |
 Petrobras (PBR) | 0.16% | 0% | 21.03% | 9/18/2023 |
 Palantir (PLTR) | 0.15% | 0% | 48.76% | 9/9/2024 |
 Microsoft (MSFT) | 0.13% | 0% | 13.41% | 6/15/2023 |
 BNP Paribas (BNP.PA) | 0.13% | 0.47% | 28.81% | - |
 eToro Group LTD (ETOR) | 0.13% | 0.41% | 29.06% | - |
 JPMorgan (JPM) | 0.12% | 0% | 17.22% | 7/31/2023 |
 Kraft Heinz (KHC) | 0.11% | 0.31% | 29.06% | - |
 Toyota (TM) | 0.05% | 0.16% | 25.08% | - |
 Mastercard (MA) | 0.02% | 0.09% | 16.31% | - |
 Net Lease Office Properties (NLOP) | 0% | 0% | 15.56% | 5/9/2024 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0% | 0% | 0.41% | 1/6/2023 |
 WBA US merger CVR (WBA US CVR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 Growth ETF (VOOG) | 16.48% | 19.67% |
| Vanguard S&P 500 ETF (VOO) | 18.23% | 19.5% |
| Disney (DIS) | 8.99% | 8.63% |
| Vanguard S&P 500 Value ETF (VOOV) | 7.45% | 7.02% |
| Goldman Sachs (GS) | 2.2% | 4.03% |
| Alphabet (GOOG) | 1.93% | 3.97% |
| Vanguard Total World Stock ETF (VT.US) | 4.4% | 3.87% |
| State Street SPDR S&P 500 ETF (SPY) | 2.75% | 2.57% |
| Petrobras (PBR.A) | 3.19% | 2.47% |
| Meta (META) | 0.83% | 2.29% |
| Realty Income (O) | 2.89% | 2.18% |
| Schwab US Dividend Equity ETF (SCHD) | 2.5% | 2.12% |
| Tesla (TSLA) | 0.83% | 1.76% |
| Canadian Solar (CSIQ) | 1.71% | 1.63% |
| Vale (VALE) | 1.97% | 1.55% |
| WP Carey (WPC) | 1.93% | 1.47% |
| Invesco China Technology ETF (CQQQ) | 1.51% | 1.18% |
| Starbucks (SBUX) | 1.65% | 1.1% |
| Sunrise Realty Trust Inc (SUNS) | 1.23% | 0.88% |
| Persimmon (PSN.L) | 1.1% | 0.78% |
| Greggs (GRG.L) | 1.35% | 0.69% |
| Dollar Tree (DLTR) | 0.83% | 0.61% |
| iShares MSCI Germany ETF (EWG) | 0.55% | 0.54% |
| Ambev (ABEV) | 0.69% | 0.54% |
| BNP Paribas (BNP.PA) | 0.55% | 0.45% |
| iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.55% | 0.41% |
| eToro Group LTD (ETOR) | 0.88% | 0.41% |
| Kraft Heinz (KHC) | 0.5% | 0.35% |
| Alibaba (BABA) | 0.55% | 0.31% |
| Target (TGT) | 0.83% | 0.3% |
| Uniti (UNIT) | 0.41% | 0.23% |
| ZIM (ZIM) | 0.83% | 0.21% |
| Toyota (TM) | 0.19% | 0.19% |
| Cigna (CI) | 0.14% | 0.12% |
| Mastercard (MA) | 0.14% | 0.11% |
| WBA US merger CVR (WBA US CVR) | 0% | 0% |
Cash & Instruments Over Time
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