Portfolio Diversification
Range
Most Diversified
37 instruments
July 15, 2023
Least Diversified
0 instruments
February 2, 2025
Average
23.2 instruments
Most Consistent Holdings
Top 5
U99.86%
META74.79%
EZJ.L71.72%
LUV71.65%
CCL71.65%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard Total Stock Market ETF (VTI) | 15.59% | 65.56% | 41.45% | - |
| Meta (META) | 5.71% | 0% | 74.79% | 9/19/2025 |
 Vanguard Total International Stock ETF (VXUS) | 4.93% | 20.76% | 36.18% | - |
 Amazon (AMZN) | 4.88% | 0% | 69.02% | 9/27/2024 |
 Vanguard Total Bond Market ETF (BND) | 3.49% | 8.83% | 42.45% | - |
 Delta (DAL) | 3.26% | 0% | 67.52% | 9/6/2024 |
 Boeing (BA) | 3.1% | 0% | 67.52% | 9/6/2024 |
 PayPal (PYPL) | 2.8% | 0% | 69.3% | 11/4/2024 |
 Royal Caribbean (RCL) | 2.78% | 0% | 65.03% | 8/2/2024 |
 Microsoft (MSFT) | 2.72% | 0% | 45.44% | 9/27/2024 |
 AMD (AMD) | 2.7% | 0% | 51.14% | 1/18/2024 |
| Unity (U) | 2.66% | 4.85% | 99.86% | - |
 Netflix (NFLX) | 2.15% | 0% | 42.59% | 10/11/2023 |
 Dropbox (DBX) | 2.06% | 0% | 45.73% | 11/3/2023 |
 Corsair (CRSR) | 1.98% | 0% | 67.52% | 9/6/2024 |
 NVIDIA (NVDA) | 1.91% | 0% | 53.06% | 8/19/2024 |
| Carnival (CCL) | 1.82% | 0% | 71.65% | 11/4/2024 |
 iShares Semiconductor ETF (SOXX) | 1.7% | 0% | 32.69% | 9/6/2024 |
 Norwegian Cruise Line (NCLH) | 1.6% | 0% | 70.23% | 10/15/2024 |
 Shopify (SHOP) | 1.6% | 0% | 67.52% | 9/6/2024 |
| Southwest (LUV) | 1.58% | 0% | 71.65% | 11/4/2024 |
| easyJet (EZJ.L) | 1.53% | 0% | 71.72% | 11/5/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 1.43% | 0% | 38.39% | 1/15/2025 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.32% | 0% | 34.19% | 3/4/2024 |
 Wynn Resorts (WYNN) | 1.24% | 0% | 32.76% | 5/1/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 1.2% | 0% | 33.97% | 5/6/2025 |
 Vanguard S&P 500 ETF (VOO) | 1.15% | 0% | 5.06% | 1/14/2025 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 1.14% | 0% | 33.12% | 2/22/2024 |
 Bitcoin (BTC) | 1.09% | 0% | 69.52% | 10/4/2024 |
 Vanguard Growth ETF (VUG) | 1.05% | 0% | 7.69% | 1/14/2025 |
 Palantir (PLTR) | 0.99% | 0% | 32.26% | 5/26/2023 |
 Upwork (UPWK) | 0.96% | 0% | 71.65% | 11/4/2024 |
 Disney (DIS) | 0.92% | 0% | 34.76% | 9/27/2024 |
 Vanguard Value ETF (VTV) | 0.86% | 0% | 8.26% | 1/15/2025 |
 Alphabet (GOOG) | 0.85% | 0% | 26.28% | 9/27/2024 |
 Uber (UBER) | 0.83% | 0% | 67.52% | 9/6/2024 |
 Tattooed Chef Inc (TTCFQ) | 0.77% | 0% | 34.47% | 5/25/2023 |
 Vanguard Real Estate ETF (VNQ) | 0.76% | 0% | 21.79% | 1/21/2025 |
 Vanguard FTSE Developed Market ETF (VEA) | 0.67% | 0% | 10.33% | 2/14/2025 |
 Beyond Meat (BYND) | 0.67% | 0% | 67.52% | 9/6/2024 |
 Ethereum (ETH) | 0.58% | 0% | 51.85% | 2/21/2024 |
 Tesla (TSLA) | 0.55% | 0% | 29.99% | 5/19/2023 |
 Intel (INTC) | 0.52% | 0% | 17.24% | 11/4/2024 |
 Vanguard FTSE Emerging Markets (VWO) | 0.47% | 0% | 9.83% | 2/14/2025 |
 iShares Global clean energy ETF (ICLN) | 0.24% | 0% | 31.48% | 10/4/2024 |
 Energy Select Sector SPDR (XLE) | 0.23% | 0% | 4.99% | 1/15/2025 |
 Wish (LOGC) | 0.23% | 0% | 61.97% | 8/5/2024 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.19% | 0% | 4.13% | 1/15/2025 |
 iShares Select Dividend ETF (DVY) | 0.18% | 0% | 13.11% | 1/18/2024 |
 Apple (AAPL) | 0.18% | 0% | 5.48% | 9/27/2024 |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 0.18% | 0% | 1.99% | 12/2/2024 |
 Financial Select Sector SPDR (XLF) | 0.15% | 0% | 4.99% | 1/15/2025 |
 Walgreens (WBA) | 0.14% | 0% | 2.99% | 2/11/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.11% | 0% | 1.99% | 12/2/2024 |
 iShares Global REIT ETF (REET) | 0.08% | 0% | 1.99% | 12/2/2024 |
 iShares TIPS Bond ETF (TIP) | 0.07% | 0% | 1.99% | 12/2/2024 |
 Dogecoin (DOGE) | 0.07% | 0% | 65.24% | 8/5/2024 |
 Industrial Select Sector SPDR (XLI) | 0.07% | 0% | 2.71% | 1/10/2025 |
 iShares MSCI EAFE Small-Cap ETF (SCZ) | 0.05% | 0% | 1.99% | 12/2/2024 |
 Cirrus Logic (CRUS) | 0.04% | 0% | 1.71% | 1/24/2022 |
 Ulta (ULTA) | 0.04% | 0% | 2.78% | 9/27/2024 |
 Alphatec (ATEC) | 0.03% | 0% | 4.13% | 11/4/2024 |
 Vale (VALE) | 0.02% | 0% | 4.27% | 10/4/2024 |
 Reddit Inc (RDDT) | 0.02% | 0% | 13.18% | 9/27/2024 |
 AT&T (T) | 0.02% | 0% | 3.77% | 9/27/2024 |
 Berkshire Hathaway (BRK.B) | 0.02% | 0% | 1.5% | 9/27/2024 |
 Verizon (VZ) | 0.02% | 0% | 3.77% | 9/27/2024 |
 UnitedHealth (UNH) | 0.02% | 0% | 1.99% | 10/4/2024 |
 GameStop (GME) | 0.02% | 0% | 7.98% | 9/27/2024 |
 ZTO Express (ZTO) | 0.01% | 0% | 1.99% | 10/4/2024 |
 iShares Core S&P 500 ETF (IVV) | 0.01% | 0% | 0.28% | 9/27/2024 |
 SPDR Gold (GLD) | 0.01% | 0% | 0.5% | 11/11/2024 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.01% | 0% | 0.21% | 9/23/2024 |
 Blue Owl (OBDC) | 0.01% | 0% | 1.5% | 9/27/2024 |
 Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) | 0% | 0% | 0.14% | 11/6/2024 |
 iShares MSCI China ETF (MCHI) | 0% | 0% | 0.14% | 11/6/2024 |
 iShares MSCI India ETF (INDA) | 0% | 0% | 0.14% | 11/6/2024 |
 ProShares UltraPro QQQ (TQQQ) | 0% | 0% | 0.85% | 4/23/2025 |
 Official Trump (Experimental) (TRUMP) | 0% | 0% | 3.99% | 3/18/2025 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0% | 0% | 0.14% | 8/2/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 21.06% | 22.9% |
| Vanguard Total Bond Market ETF (BND) | 12.68% | 13.22% |
| Vanguard Growth ETF (VUG) | 10.98% | 12.37% |
| Schwab US Dividend Equity ETF (SCHD) | 11.9% | 12.06% |
| Vanguard Value ETF (VTV) | 7.33% | 7.48% |
| Vanguard Real Estate ETF (VNQ) | 7.33% | 7.15% |
| Energy Select Sector SPDR (XLE) | 5.49% | 5.33% |
| SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 4.58% | 4.86% |
| Vanguard FTSE Developed Market ETF (VEA) | 4.66% | 4.45% |
| Vanguard FTSE Emerging Markets (VWO) | 3.65% | 3.54% |
| Unity (U) | 7.1% | 3.29% |
| Financial Select Sector SPDR (XLF) | 2.76% | 2.86% |