Portfolio Diversification
Range
Most Diversified
13 instruments
July 19, 2022
Least Diversified
3 instruments
January 20, 2022
Average
12 instruments
Most Consistent Holdings
Top 5
QQQ100%
VOO100%
GOOG99.93%
META99.93%
MSFT99.93%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 20, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 30.18% | 35.56% | 99.93% | - |
| Meta (META) | 14.22% | 12.92% | 99.93% | - |
| Alphabet (GOOG) | 12.99% | 12.62% | 99.93% | - |
| Invesco QQQ (QQQ) | 11.75% | 8.08% | 100% | - |
| Vanguard S&P 500 ETF (VOO) | 7.22% | 4.6% | 100% | - |
 Amazon (AMZN) | 7.07% | 4.64% | 99.93% | - |
| Microsoft (MSFT) | 4.83% | 2.55% | 99.93% | - |
 Tesla (TSLA) | 2.87% | 2.84% | 89.81% | - |
 Upstart (UPST) | 2.61% | 0.87% | 96.03% | - |
 Alibaba (BABA) | 1.82% | 1.63% | 99.93% | - |
 Disney (DIS) | 1.73% | 0.35% | 99.93% | - |
 Applied Materials (AMAT) | 1.57% | 1.18% | 99.93% | - |
 Chevron (CVX) | 0.56% | 0% | 12.72% | 2/2/2023 |
 Bitcoin (BTC) | 0.08% | 0% | 1.52% | 2/22/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 16.28% | 41.2% |
| Meta (META) | 11.58% | 14.61% |
| Alphabet (GOOG) | 16.07% | 11.27% |
| Invesco QQQ (QQQ) | 13.03% | 8.59% |
| Amazon (AMZN) | 9.05% | 6.23% |
| Vanguard S&P 500 ETF (VOO) | 8.32% | 5.11% |
| Microsoft (MSFT) | 5.07% | 3.36% |
| Tesla (TSLA) | 4.34% | 3.29% |
| Upstart (UPST) | 7.24% | 2.56% |
| Alibaba (BABA) | 3.94% | 1.65% |
| Disney (DIS) | 2.89% | 1.02% |
| Applied Materials (AMAT) | 1.81% | 0.93% |