Portfolio Diversification
Range
Most Diversified
13 instruments
August 21, 2024
Least Diversified
0 instruments
May 4, 2024
Average
10 instruments
Most Consistent Holdings
Top 5
IXUS99.31%
SOXX99.31%
NU99.31%
GOOG93.29%
MSFT93.29%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 4, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 30.2% | 32.24% | 87.61% | - |
| iShares Semiconductor ETF (SOXX) | 20.89% | 22.21% | 99.31% | - |
| iShares Core MSCI Total International Stock ETF (IXUS) | 9.24% | 10.65% | 99.31% | - |
| Nu (NU) | 7.46% | 7.57% | 99.31% | - |
| Alphabet (GOOG) | 6.01% | 8.49% | 93.29% | - |
| Microsoft (MSFT) | 5.6% | 5.06% | 93.29% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 4.31% | 11.27% | 53.7% | - |
 Apple (AAPL) | 3.11% | 0% | 49.23% | 3/19/2025 |
 Visa (V) | 2.93% | 0% | 48.19% | 3/19/2025 |
 Tesla (TSLA) | 2.35% | 0% | 37.69% | 1/17/2025 |
 NVIDIA (NVDA) | 2.27% | 0% | 39.59% | 1/17/2025 |
 Mastercard (MA) | 2.16% | 0% | 46.64% | 3/19/2025 |
 Amazon (AMZN) | 1.81% | 0% | 37.69% | 1/17/2025 |
 Eli Lilly (LLY) | 0.45% | 0.51% | 81.24% | - |
 Baidu (BIDU) | 0.04% | 0.53% | 7.92% | - |
 ASML (ASML) | 0.04% | 0.54% | 7.92% | - |
 PDD Holdings (PDD) | 0.04% | 0.46% | 7.92% | - |
 JD.com (JD.US) | 0.04% | 0.46% | 7.92% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Semiconductor ETF (SOXX) | 25.45% | 21.39% |
| Tesla (TSLA) | 7.01% | 12.38% |
| NVIDIA (NVDA) | 8.26% | 8.55% |
| Apple (AAPL) | 7.72% | 8.26% |
| Amazon (AMZN) | 7.32% | 8.01% |
| Visa (V) | 7.01% | 7.61% |
| iShares Core MSCI Total International Stock ETF (IXUS) | 8.54% | 7.6% |
| Alphabet (GOOG) | 7.01% | 7.01% |
| Nu (NU) | 8.54% | 6.56% |
| Microsoft (MSFT) | 6.9% | 6.17% |
| Mastercard (MA) | 5.33% | 5.75% |
| Eli Lilly (LLY) | 0.72% | 0.54% |