Portfolio Diversification
Range
Most Diversified
15 instruments
March 28, 2024
Least Diversified
0 instruments
February 2, 2025
Average
14.1 instruments
Most Consistent Holdings
Top 5
MSFT99.91%
TSLA99.91%
LMT99.91%
NEE99.91%
QQQ99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Tesla (TSLA) | 25.9% | 18.85% | 99.91% | - |
 Bitcoin (BTC) | 15.9% | 23.43% | 99.91% | - |
 iShares Core S&P 500 ETF (IVV) | 6.23% | 9.13% | 92.49% | - |
| Microsoft (MSFT) | 6.22% | 5.03% | 99.91% | - |
 iShares Core Dividend Growth ETF (DGRO) | 5.86% | 4.63% | 99.91% | - |
 iShares Semiconductor ETF (SOXX) | 5.73% | 4.13% | 99.91% | - |
| Invesco QQQ (QQQ) | 5.63% | 4.89% | 99.91% | - |
 Schwab US Dividend Equity ETF (SCHD) | 5.34% | 3.87% | 99.91% | - |
 MicroStrategy (MSTR) | 4.85% | 14.11% | 99.91% | - |
| Lockheed Martin (LMT) | 4.72% | 3.47% | 99.91% | - |
| NextEra (NEE) | 4.68% | 3.05% | 99.91% | - |
 iShares Core MSCI Europe ETF (IEUR) | 4.29% | 3.55% | 99.91% | - |
 iShares Core MSCI Total International Stock ETF (IXUS) | 2.82% | 0% | 90.1% | 12/24/2024 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 1.16% | 1.72% | 99.91% | - |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 0.5% | 0% | 7.42% | 1/9/2023 |
 ARK 21Shares Bitcoin ETF (ARKB) | 0.05% | 0% | 17.83% | 10/24/2024 |
 GameStop (GME) | 0% | 0.09% | 2.05% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 6.63% | 26.73% |
| Bitcoin (BTC) | 6.22% | 21.96% |
| MicroStrategy (MSTR) | 6.04% | 10.92% |
| iShares Core S&P 500 ETF (IVV) | 18.13% | 8.53% |
| Microsoft (MSFT) | 7.62% | 4.89% |
| Invesco QQQ (QQQ) | 7.62% | 4.77% |
| iShares Semiconductor ETF (SOXX) | 7.62% | 4.53% |
| iShares Core Dividend Growth ETF (DGRO) | 7.62% | 4.14% |
| Schwab US Dividend Equity ETF (SCHD) | 7.62% | 3.52% |
| Lockheed Martin (LMT) | 5.72% | 3.08% |
| NextEra (NEE) | 7.62% | 2.79% |
| iShares Core MSCI Europe ETF (IEUR) | 7.62% | 2.71% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 3.81% | 1.42% |