Portfolio Diversification
Range
Most Diversified
12 instruments
December 17, 2024
Least Diversified
0 instruments
August 31, 2023
Average
6.4 instruments
Most Consistent Holdings
Top 5
VOO96.79%
SPYG95.44%
QQQ74.32%
PLTR73.14%
QBTS48.99%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since August 31, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 50.44% | 41.8% | 95.44% | - |
| Vanguard S&P 500 ETF (VOO) | 25.19% | 20.4% | 96.79% | - |
| Invesco QQQ (QQQ) | 10.19% | 8.31% | 74.32% | - |
 Vanguard Financials ETF (VFH) | 3.49% | 11.66% | 34.8% | - |
| Palantir (PLTR) | 1.08% | 1.33% | 73.14% | - |
 iShares Core S&P Mid-Cap ETF (IJH) | 1.06% | 3.59% | 26.18% | - |
 NVIDIA (NVDA) | 0.98% | 0% | 28.55% | 11/14/2024 |
| D-Wave (QBTS) | 0.57% | 1.05% | 48.99% | - |
 TSMC (TSM) | 0.44% | 0% | 22.64% | 11/14/2024 |
 Microsoft (MSFT) | 0.44% | 0% | 9.46% | 9/23/2024 |
 PDD Holdings (PDD) | 0.38% | 1.56% | 20.78% | - |
 Uber (UBER) | 0.37% | 1.78% | 22.8% | - |
 ASML (ASML) | 0.35% | 1.31% | 24.16% | - |
 LVMH (MC.PA) | 0.34% | 1.25% | 20.78% | - |
 JPMorgan (JPM) | 0.3% | 0% | 6.25% | 10/11/2024 |
 Bitcoin (BTC) | 0.27% | 0% | 7.94% | 6/30/2024 |
 Coterra (CTRA) | 0.18% | 0.77% | 22.64% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 46.85% | 47.85% |
| Vanguard S&P 500 ETF (VOO) | 17.16% | 16.93% |
| Vanguard Financials ETF (VFH) | 13.63% | 12.31% |
| Invesco QQQ (QQQ) | 9.53% | 9.54% |
| iShares Core S&P Mid-Cap ETF (IJH) | 4.63% | 4.07% |
| LVMH (MC.PA) | 1.78% | 1.68% |
| PDD Holdings (PDD) | 1.78% | 1.61% |
| Uber (UBER) | 1.75% | 1.43% |
| ASML (ASML) | 1.52% | 1.41% |
| D-Wave (QBTS) | 0.2% | 1.37% |
| Palantir (PLTR) | 0.36% | 1.07% |
| Coterra (CTRA) | 0.82% | 0.76% |