Portfolio Diversification
Range
Most Diversified
25 instruments
October 27, 2025
Least Diversified
0 instruments
April 11, 2024
Average
19.1 instruments
Most Consistent Holdings
Top 5
AMZN99.01%
KO99.01%
VOO99.01%
AAPL98.84%
BABA98.84%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 11, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alibaba (BABA) | 15.32% | 9.96% | 98.84% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 12.7% | 6.63% | 98.84% | - |
| Vanguard S&P 500 ETF (VOO) | 5.64% | 11.41% | 99.01% | - |
 iShares Silver Trust (SLV) | 5.37% | 21.55% | 63.41% | - |
| Coca-Cola (KO) | 5.02% | 2.17% | 99.01% | - |
| Amazon (AMZN) | 4.87% | 2.23% | 99.01% | - |
| Apple (AAPL) | 4.44% | 2.15% | 98.84% | - |
 Global X Art Intel & Tech (AIQ) | 4.18% | 5.38% | 92.72% | - |
 Meta (META) | 3.9% | 1.93% | 93.38% | - |
 SPDR S&P 500 ETF (SPY) | 3.89% | 5.23% | 47.02% | - |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 3.7% | 1.42% | 98.84% | - |
 Invesco QQQ (QQQ) | 3.45% | 1.88% | 93.05% | - |
 Vanguard Real Estate ETF (VNQ) | 3.28% | 1.44% | 93.05% | - |
 NVIDIA (NVDA) | 3.26% | 0% | 32.12% | 10/24/2024 |
 iShares MSCI China ETF (MCHI) | 3.25% | 1.8% | 93.05% | - |
 Vanguard Total International Stock ETF (VXUS) | 3.16% | 1.65% | 93.05% | - |
 Global X Robotics & Artifici (BOTZ) | 3.07% | 1.87% | 92.55% | - |
 Netflix (NFLX) | 3.05% | 1.62% | 93.21% | - |
 Microsoft (MSFT) | 1.85% | 0% | 31.95% | 10/23/2024 |
 Realty Income (O) | 1.21% | 7.47% | 23.18% | - |
 iShares Global REIT ETF (REET) | 1.09% | 1.43% | 55.46% | - |
 Welltower (WELL) | 0.91% | 1.69% | 42.55% | - |
 Vistra (VST) | 0.88% | 1.02% | 47.02% | - |
 Applied Digital (APLD) | 0.78% | 6.9% | 15.07% | - |
 iShares Core High Dividend ETF (HDV) | 0.21% | 0.2% | 54.97% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.2% | 0.18% | 55.13% | - |
 Bitcoin (BTC) | 0.05% | 0.71% | 5.96% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alibaba (BABA) | 17.07% | 16.7% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 14.5% | 15.48% |
| Amazon (AMZN) | 6.39% | 6.66% |
| Vanguard S&P 500 ETF (VOO) | 6.38% | 6.44% |
| Apple (AAPL) | 4.78% | 6.04% |
| Coca-Cola (KO) | 6.38% | 5.8% |
| Meta (META) | 4.78% | 5.26% |
| Invesco QQQ (QQQ) | 4.78% | 4.82% |
| Global X Art Intel & Tech (AIQ) | 4.78% | 4.77% |
| Vanguard Real Estate ETF (VNQ) | 4.78% | 4.48% |
| iShares Core U.S. Aggregate Bond ETF (AGG) | 4.78% | 4.3% |
| Global X Robotics & Artifici (BOTZ) | 4.78% | 4.28% |
| iShares MSCI China ETF (MCHI) | 4.78% | 4.22% |
| Netflix (NFLX) | 3.19% | 4.09% |
| Vanguard Total International Stock ETF (VXUS) | 4.78% | 4.05% |
| iShares Silver Trust (SLV) | 2.69% | 2.27% |