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Portfolio Diversification
Range
Most Diversified
49 instruments
March 22, 2025
Least Diversified
21 instruments
March 30, 2023
Average
42.7 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 30, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 12.76% | 12.45% | 99.36% | - |
 Vanguard S&P 500 ETF (VOO) | 12.43% | 13.15% | 82.58% | - |
| Apple (AAPL) | 6.98% | 5.49% | 100% | - |
 NVIDIA (NVDA) | 6.65% | 7.35% | 100% | - |
| Meta (META) | 6.42% | 4.72% | 100% | - |
 iShares MSCI ACWI Index Fund (ACWI) | 6.01% | 7.25% | 94.13% | - |
 Bitcoin (BTC) | 4.9% | 5.18% | 100% | - |
| Microsoft (MSFT) | 4.08% | 2.55% | 100% | - |
 State Street SPDR S&P 500 ETF (SPY) | 3.75% | 0% | 17.42% | 10/10/2023 |
| Amazon (AMZN) | 3.49% | 2.85% | 100% | - |
 Coca-Cola (KO) | 3.27% | 2.72% | 100% | - |
 Tesla (TSLA) | 3.19% | 3.01% | 99.36% | - |
 TSMC (TSM) | 2.13% | 3.03% | 99.36% | - |
 Alphabet (GOOGL) | 1.98% | 2.12% | 99.36% | - |
 SPDR Gold (GLD) | 1.93% | 4.79% | 100% | - |
 BlackRock (BLK) | 1.6% | 1.22% | 99.36% | - |
| Alphabet (GOOG) | 1.36% | 1.36% | 100% | - |
 American Express (AXP) | 1.19% | 0.9% | 100% | - |
 Bank of America (BAC) | 1.15% | 1.15% | 92.21% | - |
 ExxonMobil (XOM) | 0.95% | 0.77% | 99.36% | - |
 Adobe (ADBE) | 0.93% | 0.32% | 100% | - |
 Vanguard Total International Bond ETF (BNDX) | 0.81% | 2.52% | 83.04% | - |
 Tencent (0700.HK) | 0.8% | 0.61% | 99.82% | - |
 Netflix (NFLX) | 0.75% | 0.52% | 100% | - |
 Occidental (OXY) | 0.71% | 0.4% | 100% | - |
 AMD (AMD) | 0.68% | 0.59% | 100% | - |
 Nu (NU) | 0.68% | 1.19% | 53.8% | - |
 Vanguard Real Estate ETF (VNQ) | 0.67% | 1.62% | 83.04% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 0.6% | 2.3% | 34.46% | - |
 Mastercard (MA) | 0.58% | 0.31% | 100% | - |
 Visa (V) | 0.57% | 0.31% | 100% | - |
 Chevron (CVX) | 0.55% | 0.48% | 92.21% | - |
 Disney (DIS) | 0.49% | 0.24% | 99.36% | - |
 JPMorgan (JPM) | 0.44% | 0.51% | 91.11% | - |
 Sinopec (0386.HK) | 0.41% | 0.22% | 100% | - |
 Sony (SONY) | 0.4% | 0.27% | 99.91% | - |
 Alibaba (BABA) | 0.4% | 0.35% | 100% | - |
 Take-Two (TTWO) | 0.38% | 0.96% | 36.57% | - |
 Nintendo (NTDOY) | 0.35% | 0.16% | 99.91% | - |
 Vanguard Small-Cap ETF (VB) | 0.32% | 1.27% | 34.46% | - |
 LVMH (MC.PA) | 0.31% | 0.34% | 67.37% | - |
 Berkshire Hathaway (BRK.B) | 0.3% | 0.29% | 91.11% | - |
 Ecopetrol (EC) | 0.26% | 0.24% | 100% | - |
 Kering (KER.PA) | 0.25% | 0.16% | 91.93% | - |
 Vanguard Health Care ETF (VHT) | 0.24% | 0.96% | 34.46% | - |
 Schlumberger (SLB) | 0.24% | 0.25% | 91.11% | - |
 Dior (CDI.PA) | 0.22% | 0.23% | 67.37% | - |
 Activision Blizzard, Inc. (ATVI) | 0.11% | 0% | 17.97% | 10/16/2023 |
 Official Trump (TRUMP) | 0.05% | 0% | 35.38% | 2/10/2026 |
 BYD (01211.HK) | 0.04% | 0.1% | 37.31% | - |
 Adidas (ADS.DE) | 0.03% | 0.04% | 42.16% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 13.52% | 12.87% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 12.32% | 12.65% |
| NVIDIA (NVDA) | 3.19% | 7.33% |
| iShares MSCI ACWI Index Fund (ACWI) | 7.89% | 6.91% |
| Bitcoin (BTC) | 6.74% | 6.12% |
| Apple (AAPL) | 5.57% | 5.49% |
| Meta (META) | 3.68% | 5.05% |
| SPDR Gold (GLD) | 4.15% | 4.12% |
| Tesla (TSLA) | 2.45% | 3.37% |
| Microsoft (MSFT) | 3.35% | 3.09% |
| Amazon (AMZN) | 2.8% | 2.94% |
| TSMC (TSM) | 1.48% | 2.53% |
| Vanguard Total International Bond ETF (BNDX) | 3.54% | 2.36% |
| Coca-Cola (KO) | 3.03% | 2.33% |
| Alphabet (GOOGL) | 1.35% | 2.14% |
| Vanguard FTSE Developed Market ETF (VEA) | 2.7% | 2.1% |
| Vanguard Real Estate ETF (VNQ) | 2.21% | 1.51% |
| Alphabet (GOOG) | 0.86% | 1.39% |
| Nu (NU) | 1.63% | 1.29% |
| BlackRock (BLK) | 1.31% | 1.27% |
| Bank of America (BAC) | 1.09% | 1.21% |
| Vanguard Small-Cap ETF (VB) | 1.56% | 1.17% |
| Take-Two (TTWO) | 1.45% | 1.16% |
| American Express (AXP) | 0.78% | 1.03% |
| Vanguard Health Care ETF (VHT) | 1.23% | 0.95% |
| Tencent (0700.HK) | 0.65% | 0.7% |
| AMD (AMD) | 0.49% | 0.58% |
| JPMorgan (JPM) | 0.43% | 0.53% |
| ExxonMobil (XOM) | 0.74% | 0.52% |
| Netflix (NFLX) | 0.29% | 0.47% |
| LVMH (MC.PA) | 0.73% | 0.44% |
| Adobe (ADBE) | 0.87% | 0.43% |
| Alibaba (BABA) | 0.33% | 0.39% |
| Visa (V) | 0.33% | 0.33% |
| Mastercard (MA) | 0.33% | 0.33% |
| Chevron (CVX) | 0.49% | 0.33% |
| Sony (SONY) | 0.33% | 0.32% |
| Dior (CDI.PA) | 0.49% | 0.29% |
| Berkshire Hathaway (BRK.B) | 0.33% | 0.28% |
| Disney (DIS) | 0.33% | 0.26% |
| Occidental (OXY) | 0.53% | 0.24% |
| Sinopec (0386.HK) | 0.33% | 0.21% |
| Schlumberger (SLB) | 0.33% | 0.18% |
| Nintendo (NTDOY) | 0.16% | 0.18% |
| Kering (KER.PA) | 0.33% | 0.17% |
| Ecopetrol (EC) | 0.25% | 0.15% |
| BYD (01211.HK) | 0.16% | 0.09% |
| Official Trump (TRUMP) | 0.82% | 0.06% |
| Adidas (ADS.DE) | 0.09% | 0.04% |
Cash & Instruments Over Time
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