Portfolio Diversification
Range
Most Diversified
7 instruments
May 18, 2024
Least Diversified
0 instruments
October 26, 2023
Average
2 instruments
Most Consistent Holdings
Top 5
SPYG40.37%
VT.US25.43%
LLY19.51%
NVDA13.58%
ASML.NV10.37%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since October 29, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| 34.61% | 0% | 42.84% | 10/25/2023 | |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 13.4% | 0% | 40.37% | 2/1/2025 |
| Vanguard Total World Stock ETF (VT.US) | 4.05% | 0% | 25.43% | 2/1/2025 |
| Eli Lilly (LLY) | 3.1% | 0% | 19.51% | 2/1/2025 |
| NVIDIA (NVDA) | 1.9% | 0% | 13.58% | 2/1/2025 |
| ASML (ASML.NV) | 1.05% | 0% | 10.37% | 4/22/2024 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 1% | 0% | 7.41% | 2/1/2025 |
 Vanguard Financials ETF (VFH) | 0.98% | 0% | 7.16% | 2/1/2025 |
 Microsoft (MSFT) | 0.94% | 0% | 4.69% | 3/18/2024 |
 Heico (HEI) | 0.86% | 0% | 7.16% | 2/1/2025 |
 Salesforce (CRM) | 0.81% | 0% | 5.19% | 6/5/2024 |
 LVMH (MC.PA) | 0.41% | 0% | 3.58% | 2/8/2024 |
 Intuit (INTU) | 0.35% | 0% | 2.22% | 5/24/2024 |
 Sarepta (SRPT) | 0.33% | 0% | 5.06% | 1/8/2024 |
 Reddit Inc (RDDT) | 0.19% | 0% | 3.09% | 6/12/2024 |
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) | 18.2% | 19.78% |
| Vanguard Total World Stock ETF (VT.US) | 14.56% | 14.48% |
| NVIDIA (NVDA) | 14.56% | 13.95% |
| Vanguard Financials ETF (VFH) | 13.83% | 13.55% |
| First Trust NASDAQ Cybersecurity ETF (CIBR) | 13.11% | 13.49% |
| Heico (HEI) | 13.11% | 12.07% |
| Eli Lilly (LLY) | 8.01% | 7.88% |