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Portfolio Diversification
Range
Most Diversified
37 instruments
July 15, 2023
Least Diversified
0 instruments
February 2, 2025
Average
21 instruments
Most Consistent Holdings
Top 5
U99.62%
META66.37%
EZJ.L63.65%
LUV63.59%
CCL63.59%
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) | 20.2% | 0% | 46.59% | 5/13/2026 |
 Vanguard Total International Stock ETF (VXUS) | 6.48% | 0% | 41.91% | 5/13/2026 |
| Meta (META) | 5.07% | 0% | 66.37% | 9/19/2025 |
 Amazon (AMZN) | 4.33% | 0% | 61.25% | 9/27/2024 |
 Vanguard Total Bond Market ETF (BND) | 4% | 0% | 47.47% | 5/13/2026 |
| Unity (U) | 3.72% | 100% | 99.62% | - |
 Delta (DAL) | 2.89% | 0% | 59.92% | 9/6/2024 |
 Boeing (BA) | 2.75% | 0% | 59.92% | 9/6/2024 |
 PayPal (PYPL) | 2.49% | 0% | 61.5% | 11/4/2024 |
 Royal Caribbean (RCL) | 2.47% | 0% | 57.71% | 8/2/2024 |
 Microsoft (MSFT) | 2.41% | 0% | 40.33% | 9/27/2024 |
 AMD (AMD) | 2.39% | 0% | 45.39% | 1/18/2024 |
 Netflix (NFLX) | 1.91% | 0% | 37.8% | 10/11/2023 |
 Dropbox (DBX) | 1.83% | 0% | 40.58% | 11/3/2023 |
 Corsair (CRSR) | 1.76% | 0% | 59.92% | 9/6/2024 |
 NVIDIA (NVDA) | 1.7% | 0% | 47.09% | 8/19/2024 |
| Carnival (CCL) | 1.62% | 0% | 63.59% | 11/4/2024 |
 iShares Semiconductor ETF (SOXX) | 1.51% | 0% | 29.01% | 9/6/2024 |
 Norwegian Cruise Line (NCLH) | 1.42% | 0% | 62.33% | 10/15/2024 |
 Shopify (SHOP) | 1.42% | 0% | 59.92% | 9/6/2024 |
| Southwest (LUV) | 1.41% | 0% | 63.59% | 11/4/2024 |
| easyJet (EZJ.L) | 1.36% | 0% | 63.65% | 11/5/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 1.27% | 0% | 34.07% | 1/15/2025 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.17% | 0% | 30.34% | 3/4/2024 |
 Wynn Resorts (WYNN) | 1.1% | 0% | 29.08% | 5/1/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 1.07% | 0% | 30.15% | 5/6/2025 |
 Vanguard S&P 500 ETF (VOO) | 1.02% | 0% | 4.49% | 1/14/2025 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 1.01% | 0% | 29.39% | 2/22/2024 |
 Bitcoin (BTC) | 0.97% | 0% | 61.69% | 10/4/2024 |
 Vanguard Growth ETF (VUG) | 0.93% | 0% | 6.83% | 1/14/2025 |
 Palantir (PLTR) | 0.88% | 0% | 28.63% | 5/26/2023 |
 Upwork (UPWK) | 0.85% | 0% | 63.59% | 11/4/2024 |
 Disney (DIS) | 0.82% | 0% | 30.85% | 9/27/2024 |
 Vanguard Value ETF (VTV) | 0.77% | 0% | 7.33% | 1/15/2025 |
 Alphabet (GOOG) | 0.75% | 0% | 23.32% | 9/27/2024 |
 Uber (UBER) | 0.73% | 0% | 59.92% | 9/6/2024 |
 Tattooed Chef Inc (TTCFQ) | 0.68% | 0% | 30.59% | 5/25/2023 |
 Vanguard Real Estate ETF (VNQ) | 0.67% | 0% | 19.34% | 1/21/2025 |
 Vanguard FTSE Developed Market ETF (VEA) | 0.6% | 0% | 9.17% | 2/14/2025 |
 Beyond Meat (BYND) | 0.59% | 0% | 59.92% | 9/6/2024 |
 Ethereum (ETH) | 0.52% | 0% | 46.02% | 2/21/2024 |
 Tesla (TSLA) | 0.49% | 0% | 26.61% | 5/19/2023 |
 Intel (INTC) | 0.46% | 0% | 15.3% | 11/4/2024 |
 Vanguard FTSE Emerging Markets (VWO) | 0.42% | 0% | 8.72% | 2/14/2025 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.27% | 0% | 4.17% | 5/15/2026 |
 iShares Global clean energy ETF (ICLN) | 0.21% | 0% | 27.94% | 10/4/2024 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.2% | 0% | 4.42% | 1/15/2025 |
 Wish (LOGC) | 0.2% | 0% | 54.99% | 8/5/2024 |
 iShares Select Dividend ETF (DVY) | 0.16% | 0% | 11.63% | 1/18/2024 |
 Apple (AAPL) | 0.16% | 0% | 4.87% | 9/27/2024 |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 0.16% | 0% | 1.77% | 12/2/2024 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.13% | 0% | 4.42% | 1/15/2025 |
 Walgreens (WBA) | 0.12% | 0% | 2.65% | 2/11/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.09% | 0% | 1.77% | 12/2/2024 |
 iShares Global REIT ETF (REET) | 0.07% | 0% | 1.77% | 12/2/2024 |
 iShares TIPS Bond ETF (TIP) | 0.06% | 0% | 1.77% | 12/2/2024 |
 Dogecoin (DOGE) | 0.06% | 0% | 57.9% | 8/5/2024 |
 State Street Industrial Select Sector SPDR ETF (XLI) | 0.06% | 0% | 2.4% | 1/10/2025 |
 iShares MSCI EAFE Small-Cap ETF (SCZ) | 0.05% | 0% | 1.77% | 12/2/2024 |
 Cirrus Logic (CRUS) | 0.04% | 0% | 1.52% | 1/24/2022 |
 Ulta (ULTA) | 0.03% | 0% | 2.47% | 9/27/2024 |
 Alphatec (ATEC) | 0.03% | 0% | 3.67% | 11/4/2024 |
 Vale (VALE) | 0.02% | 0% | 3.79% | 10/4/2024 |
 Reddit Inc (RDDT) | 0.02% | 0% | 11.69% | 9/27/2024 |
 AT&T (T.US) | 0.02% | 0% | 3.35% | 9/27/2024 |
 Berkshire Hathaway (BRK.B) | 0.02% | 0% | 1.33% | 9/27/2024 |
 Verizon (VZ) | 0.02% | 0% | 3.35% | 9/27/2024 |
 UnitedHealth (UNH) | 0.01% | 0% | 1.77% | 10/4/2024 |
 GameStop (GME) | 0.01% | 0% | 7.08% | 9/27/2024 |
 ZTO Express (ZTO) | 0.01% | 0% | 1.77% | 10/4/2024 |
 iShares Core S&P 500 ETF (IVV) | 0.01% | 0% | 0.25% | 9/27/2024 |
 SPDR Gold (GLD) | 0.01% | 0% | 0.44% | 11/11/2024 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.01% | 0% | 0.19% | 9/23/2024 |
 Blue Owl (OBDC) | 0.01% | 0% | 1.33% | 9/27/2024 |
 Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) | 0% | 0% | 0.13% | 11/6/2024 |
 iShares MSCI China ETF (MCHI) | 0% | 0% | 0.13% | 11/6/2024 |
 iShares MSCI India ETF (INDA) | 0% | 0% | 0.13% | 11/6/2024 |
 ProShares UltraPro QQQ (TQQQ) | 0% | 0% | 0.76% | 4/23/2025 |
 Official Trump (TRUMP) | 0% | 0% | 3.54% | 3/18/2025 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0% | 0% | 0.13% | 8/2/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 63.97% | 65.2% |
| Vanguard Total International Stock ETF (VXUS) | 19.88% | 20.79% |
| Vanguard Total Bond Market ETF (BND) | 9.61% | 8.83% |
| Unity (U) | 5.99% | 4.68% |
Cash & Instruments Over Time
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