Portfolio Diversification
Range
Most Diversified
49 instruments
April 8, 2022
Least Diversified
0 instruments
February 2, 2025
Average
39.5 instruments
Most Consistent Holdings
Top 5
GOOG99.92%
META99.92%
MSFT99.92%
AMZN99.92%
DIS99.92%
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 |
|---|---|---|---|---|
| Amazon (AMZN) | 6.26% | 6.46% | 99.92% | - |
| Microsoft (MSFT) | 6.12% | 4.74% | 99.92% | - |
| Alphabet (GOOG) | 5.68% | 7.57% | 99.92% | - |
 Apple (AAPL) | 5.14% | 4.79% | 99.85% | - |
 MercadoLibre (MELI) | 5.14% | 5.17% | 99.92% | - |
 Visa (V) | 3.85% | 4.57% | 99.92% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 3.84% | 3.9% | 92.45% | - |
 Mastercard (MA) | 3.73% | 3.89% | 99.92% | - |
| Disney (DIS) | 3.26% | 2.03% | 99.92% | - |
 Vanguard Total Stock Market ETF (VTI) | 2.89% | 0% | 78.64% | 11/29/2024 |
 Airbnb (ABNB) | 2.78% | 2.1% | 99.92% | - |
 Vanguard Real Estate ETF (VNQ) | 2.73% | 0% | 92.75% | 6/3/2025 |
 AMD (AMD) | 2.66% | 0.6% | 99.92% | - |
 American Express (AXP) | 2.61% | 2.26% | 92.6% | - |
| Meta (META) | 2.59% | 5.4% | 99.92% | - |
 iShares Global REIT ETF (REET) | 2.26% | 0% | 78.72% | 6/13/2025 |
 NVIDIA (NVDA) | 2.18% | 0% | 64.84% | 5/31/2024 |
 Salesforce (CRM) | 2.05% | 0.99% | 99.92% | - |
 Vanguard S&P 500 ETF (VOO) | 1.95% | 0% | 41.5% | 7/24/2023 |
 Nu (NU) | 1.9% | 3.15% | 99.92% | - |
 Adobe (ADBE) | 1.89% | 1.12% | 99.92% | - |
 Starbucks (SBUX) | 1.6% | 0% | 88.41% | 7/14/2025 |
 Shopify (SHOP) | 1.6% | 1.08% | 99.92% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 1.54% | 0% | 34.17% | 7/24/2023 |
 Coinbase (COIN) | 1.53% | 0.95% | 99.92% | - |
 Sony (SONY) | 1.46% | 0.95% | 92.3% | - |
 Chevron (CVX) | 1.3% | 2.35% | 62.93% | - |
 Johnson & Johnson (JNJ) | 1.24% | 0% | 76.2% | 8/20/2025 |
 Cloudflare (NET) | 1.17% | 0% | 83.14% | 1/27/2025 |
 Procter & Gamble (PG) | 1.12% | 0% | 63.16% | 6/3/2025 |
 iShares TIPS Bond ETF (TIP) | 1% | 0% | 27.23% | 7/31/2023 |
 Alibaba (BABA) | 0.92% | 1.37% | 99.92% | - |
 Roche (ROG.ZU) | 0.91% | 1.39% | 58.35% | - |
 Globant (GLOB) | 0.9% | 0% | 92.75% | 6/3/2025 |
 Ford (F) | 0.88% | 0% | 61.71% | 6/3/2025 |
 Trip.com (TCOM.CH) | 0.81% | 1.81% | 45.08% | - |
 Nestle (NESN.ZU) | 0.79% | 0% | 51.26% | 6/4/2025 |
 TSMC (TSM) | 0.72% | 5.12% | 20.52% | - |
 Deere (DE) | 0.72% | 0% | 51.18% | 3/7/2025 |
 3M (MMM) | 0.68% | 0% | 54.39% | 7/14/2025 |
 Vanguard FTSE Emerging Markets (VWO) | 0.62% | 0% | 26.16% | 7/17/2023 |
 UBS (UBSG.ZU) | 0.55% | 1.41% | 58.05% | - |
 Etsy (ETSY) | 0.54% | 0% | 65.29% | 6/6/2024 |
 ASML (ASML.NV) | 0.46% | 3.07% | 20.52% | - |
 Samsung (SMSN.L) | 0.44% | 2.33% | 20.37% | - |
 Tesla (TSLA) | 0.42% | 0% | 57.74% | 2/26/2024 |
 PayPal (PYPL) | 0.38% | 0% | 39.66% | 6/30/2023 |
 Nio (NIO) | 0.35% | 0% | 49.73% | 11/13/2023 |
 Vanguard Information Technology (VGT) | 0.34% | 0% | 14.8% | 7/14/2022 |
 Block Inc. (XYZ) | 0.22% | 0% | 14.8% | 7/14/2022 |
 Tencent (0700.HK) | 0.22% | 1.41% | 16.25% | - |
 PDD Holdings (PDD) | 0.16% | 0.92% | 17.09% | - |
 HSBC (HSBC) | 0.15% | 1.42% | 12.89% | - |
 iShares Global Healthcare ETF (IXJ) | 0.13% | 0% | 13.27% | 2/14/2023 |
 Baidu (BIDU) | 0.13% | 1.64% | 14.72% | - |
 S&P Global (SPGI) | 0.12% | 2.68% | 6.48% | - |
 Sea (SE) | 0.12% | 0% | 15.41% | 7/22/2022 |
 Coursera (COUR) | 0.11% | 0% | 41.5% | 7/24/2023 |
 Corsair (CRSR) | 0.09% | 0% | 14.8% | 7/14/2022 |
 SoFi (SOFI) | 0.09% | 0% | 14.8% | 7/14/2022 |
 Novo-Nordisk (NVO) | 0.09% | 1.39% | 6.71% | - |
 Upstart (UPST) | 0.08% | 0% | 14.8% | 7/14/2022 |
 Santander (SAN.MC) | 0.08% | 0% | 8.85% | 3/18/2025 |
 LVMH (MC.PA) | 0.08% | 2.18% | 5.03% | - |
 Spotify (SPOT) | 0.08% | 0% | 14.8% | 7/14/2022 |
 Eli Lilly (LLY) | 0.07% | 0.92% | 6.71% | - |
 Petrobras (PBR.A) | 0.06% | 1.42% | 4.58% | - |
 Teladoc (TDOC) | 0.06% | 0% | 14.8% | 7/14/2022 |
 Beyond Meat (BYND) | 0.06% | 0% | 14.8% | 7/14/2022 |
 Midea Group Co Ltd (300.HK) | 0.06% | 1.98% | 3.97% | - |
 EA (EA) | 0.05% | 0% | 7.4% | 4/8/2022 |
 Match Group (MTCH) | 0.05% | 0% | 14.8% | 7/14/2022 |
 SolarEdge (SEDG) | 0.05% | 0% | 10.07% | 11/13/2023 |
 Affirm (AFRM) | 0.05% | 0% | 7.63% | 4/11/2022 |
 Schneider Electric (SU.PA) | 0.05% | 1.11% | 3.97% | - |
 Robinhood (HOOD) | 0.04% | 0% | 7.63% | 4/11/2022 |
 GitLab (GTLB) | 0.04% | 0% | 14.8% | 7/14/2022 |
 Redfin (RDFN) | 0.04% | 0% | 14.8% | 7/14/2022 |
 DraftKings (DKNG) | 0.02% | 0% | 7.63% | 4/11/2022 |
 Tattooed Chef Inc (TTCFQ) | 0.02% | 0% | 7.4% | 4/8/2022 |
 Lemonade (LMND) | 0.02% | 0% | 7.4% | 4/8/2022 |
 Jumia (JMIA) | 0.01% | 0% | 7.4% | 4/8/2022 |
 FICO (FICO) | 0.01% | 0.94% | 0.76% | - |
 Solventum (SOLV) | 0.01% | 0% | 3.2% | 5/14/2024 |
 Copa (CPA) | 0% | 0.73% | 0.08% | - |
 Flare (FLR) | 0% | 0% | 1.91% | 2/28/2023 |
 Songbird (SGB) | 0% | 0% | 0% | - |
 Bitcoin (BTC) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 5.75% | 7.3% |
| Amazon (AMZN) | 5.18% | 6.13% |
| Visa (V) | 5.27% | 6.11% |
| Apple (AAPL) | 4.26% | 5.91% |
| Microsoft (MSFT) | 3.37% | 5.56% |
| MercadoLibre (MELI) | 5.51% | 5.05% |
| Mastercard (MA) | 3.27% | 4.44% |
| Vanguard FTSE Developed Market ETF (VEA) | 4.32% | 3.75% |
| Meta (META) | 1.68% | 3.27% |
| Vanguard Real Estate ETF (VNQ) | 3.56% | 3.23% |
| Disney (DIS) | 4.28% | 3.16% |
| American Express (AXP) | 2.15% | 3.05% |
| Salesforce (CRM) | 2.44% | 2.94% |
| iShares Global REIT ETF (REET) | 3.24% | 2.81% |
| Airbnb (ABNB) | 3.68% | 2.6% |
| Chevron (CVX) | 3.21% | 2.55% |
| Shopify (SHOP) | 2.81% | 2.11% |
| Samsung (SMSN.L) | 2.4% | 1.99% |
| Nu (NU) | 1.96% | 1.98% |
| Sony (SONY) | 1.91% | 1.91% |
| Procter & Gamble (PG) | 1.83% | 1.84% |
| Adobe (ADBE) | 2.31% | 1.71% |
| AMD (AMD) | 1.5% | 1.59% |
| ASML (ASML.NV) | 1.82% | 1.57% |
| Roche (ROG.ZU) | 1.87% | 1.51% |
| Johnson & Johnson (JNJ) | 1.93% | 1.48% |
| Deere (DE) | 1.49% | 1.46% |
| UBS (UBSG.ZU) | 1.38% | 1.38% |
| 3M (MMM) | 1.28% | 1.32% |
| Coinbase (COIN) | 1.43% | 1.28% |
| Ford (F) | 1.97% | 1.25% |
| Nestle (NESN.ZU) | 1.97% | 1.22% |
| Cloudflare (NET) | 1.4% | 1.18% |
| Globant (GLOB) | 1.55% | 1.14% |
| Starbucks (SBUX) | 1.05% | 1% |
| TSMC (TSM) | 1.02% | 0.87% |
| HSBC (HSBC) | 0.99% | 0.87% |
| Santander (SAN.MC) | 1% | 0.86% |
| Alibaba (BABA) | 1.79% | 0.55% |