Portfolio Diversification
Range
Most Diversified
43 instruments
April 1, 2023
Least Diversified
0 instruments
February 2, 2025
Average
37.5 instruments
Most Consistent Holdings
Top 5
GOOG99.87%
META99.87%
DIS99.87%
SONY99.87%
EBAY99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 Growth ETF (VOOG) | 17.32% | 0% | 99.87% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 13.77% | 0% | 99.87% | 2/1/2025 |
| Disney (DIS) | 7.22% | 0% | 99.87% | 2/1/2025 |
 Vanguard S&P 500 Value ETF (VOOV) | 5.61% | 0% | 99.87% | 2/1/2025 |
| Meta (META) | 4.63% | 0% | 99.87% | 2/1/2025 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 3.91% | 0% | 99.87% | 2/1/2025 |
 Goldman Sachs (GS) | 3.81% | 0% | 99.87% | 2/1/2025 |
 Realty Income (O) | 2.26% | 0% | 99.87% | 2/1/2025 |
 Invesco QQQ (QQQ) | 1.97% | 0% | 51.26% | 1/29/2024 |
 Petrobras (PBR.A) | 1.82% | 0% | 75.7% | 2/1/2025 |
| Alphabet (GOOG) | 1.67% | 0% | 99.87% | 2/1/2025 |
 Visa (V) | 1.52% | 0% | 44.89% | 12/12/2023 |
 Starbucks (SBUX) | 1.42% | 0% | 99.87% | 2/1/2025 |
 WP Carey (WPC) | 1.28% | 0% | 99.87% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 1.03% | 0% | 51.26% | 1/29/2024 |
 Tesla (TSLA) | 1.01% | 0% | 99.6% | 2/1/2025 |
 Canadian Solar (CSIQ) | 0.99% | 0% | 69.46% | 2/1/2025 |
 Dollar Tree (DLTR) | 0.98% | 0% | 99.87% | 2/1/2025 |
 Vale (VALE) | 0.95% | 0% | 99.87% | 2/1/2025 |
 Invesco China Technology ETF (CQQQ) | 0.93% | 0% | 99.87% | 2/1/2025 |
 Bitcoin (BTC) | 0.93% | 0% | 99.87% | 2/1/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.89% | 0% | 50.07% | 2/1/2025 |
| eBay (EBAY) | 0.77% | 0% | 99.87% | 2/1/2025 |
 Walgreens (WBA) | 0.64% | 0% | 97.48% | 2/1/2025 |
 Greggs (GRG.L) | 0.64% | 0% | 50.07% | 2/1/2025 |
 Target (TGT) | 0.63% | 0% | 99.87% | 2/1/2025 |
 Persimmon (PSN.L) | 0.62% | 0% | 99.87% | 2/1/2025 |
 Netflix (NFLX) | 0.55% | 0% | 55.51% | 3/1/2024 |
| Sony (SONY) | 0.53% | 0% | 99.87% | 2/1/2025 |
 iShares MSCI Germany ETF (EWG) | 0.53% | 0% | 99.87% | 2/1/2025 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.5% | 0% | 51.26% | 1/29/2024 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.49% | 0% | 99.87% | 2/1/2025 |
 Apple (AAPL) | 0.48% | 0% | 62.42% | 5/9/2024 |
 Ambev (ABEV) | 0.43% | 0% | 77.42% | 2/1/2025 |
 Coinbase (COIN) | 0.37% | 0% | 90.17% | 11/20/2024 |
 Uniti (UNIT) | 0.35% | 0% | 94.95% | 2/1/2025 |
 Amazon (AMZN) | 0.31% | 0% | 58.96% | 3/28/2024 |
 iShares MSCI India ETF (INDA) | 0.3% | 0% | 45.02% | 12/13/2023 |
 Micron (MU) | 0.29% | 0% | 51.66% | 2/1/2024 |
 Alibaba (BABA) | 0.26% | 0% | 99.87% | 2/1/2025 |
 Petrobras (PBR) | 0.26% | 0% | 33.73% | 9/18/2023 |
 Palantir (PLTR) | 0.24% | 0% | 78.22% | 9/9/2024 |
 Cigna (CI) | 0.24% | 0% | 88.31% | 2/1/2025 |
 ZIM (ZIM) | 0.22% | 0% | 99.87% | 2/1/2025 |
 Microsoft (MSFT) | 0.21% | 0% | 21.51% | 6/15/2023 |
 JPMorgan (JPM) | 0.18% | 0% | 27.62% | 7/31/2023 |
 Net Lease Office Properties (NLOP) | 0.01% | 0% | 24.97% | 5/9/2024 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.01% | 0% | 0.66% | 1/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 Growth ETF (VOOG) | 19.45% | 22.4% |
| Vanguard S&P 500 ETF (VOO) | 18.99% | 19.88% |
| Disney (DIS) | 9.29% | 9.92% |
| Vanguard S&P 500 Value ETF (VOOV) | 9.26% | 8.95% |
| Goldman Sachs (GS) | 2.31% | 3.12% |
| Realty Income (O) | 3.03% | 2.45% |
| Meta (META) | 0.87% | 2.42% |
| Schwab US Dividend Equity ETF (SCHD) | 1.9% | 1.84% |
| Alphabet (GOOG) | 0.87% | 1.65% |
| Bitcoin (BTC) | 0.58% | 1.54% |
| Tesla (TSLA) | 0.58% | 1.52% |
| Petrobras (PBR.A) | 1.73% | 1.49% |
| WP Carey (WPC) | 2.02% | 1.48% |
| Starbucks (SBUX) | 1.73% | 1.41% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 1.15% | 1.26% |
| Vale (VALE) | 2.06% | 1.25% |
| Canadian Solar (CSIQ) | 2.66% | 1.22% |
| Greggs (GRG.L) | 1.3% | 1.22% |
| Invesco China Technology ETF (CQQQ) | 1.59% | 1.05% |
| Walgreens (WBA) | 1.59% | 0.56% |
| Persimmon (PSN.L) | 0.87% | 0.55% |
| eBay (EBAY) | 0.58% | 0.52% |
| Sony (SONY) | 0.58% | 0.52% |
| Ambev (ABEV) | 0.72% | 0.49% |
| Target (TGT) | 0.87% | 0.49% |
| iShares MSCI Germany ETF (EWG) | 0.58% | 0.48% |
| Dollar Tree (DLTR) | 0.87% | 0.44% |
| iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.58% | 0.41% |
| Uniti (UNIT) | 0.43% | 0.36% |
| ZIM (ZIM) | 0.87% | 0.25% |
| Alibaba (BABA) | 0.58% | 0.22% |
| Cigna (CI) | 0.14% | 0.14% |