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
GOOG99.93%
META99.93%
MSFT99.93%
AMZN99.93%
DIS99.93%
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% | 6.16% | 99.93% | - |
| Microsoft (MSFT) | 6.07% | 4.61% | 99.93% | - |
| Alphabet (GOOG) | 5.73% | 7.07% | 99.93% | - |
 MercadoLibre (MELI) | 5.13% | 5% | 99.93% | - |
 Apple (AAPL) | 5.12% | 0% | 99.71% | 10/20/2025 |
 Visa (V) | 3.88% | 4.96% | 99.93% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 3.84% | 3.86% | 92.71% | - |
 Mastercard (MA) | 3.73% | 3.55% | 99.93% | - |
| Disney (DIS) | 3.21% | 1.87% | 99.93% | - |
 Vanguard Total Stock Market ETF (VTI) | 2.79% | 0% | 75.92% | 11/29/2024 |
 Airbnb (ABNB) | 2.76% | 2.05% | 99.93% | - |
| Meta (META) | 2.68% | 5.05% | 99.93% | - |
 Vanguard Real Estate ETF (VNQ) | 2.64% | 0% | 89.54% | 6/3/2025 |
 American Express (AXP) | 2.59% | 0.63% | 92.86% | - |
 AMD (AMD) | 2.58% | 0% | 98.75% | 10/6/2025 |
 iShares Global REIT ETF (REET) | 2.18% | 0% | 75.99% | 6/13/2025 |
 NVIDIA (NVDA) | 2.1% | 0% | 62.59% | 5/31/2024 |
 Salesforce (CRM) | 2.01% | 1.02% | 99.93% | - |
 Nu (NU) | 1.96% | 4.7% | 99.93% | - |
 Vanguard S&P 500 ETF (VOO) | 1.88% | 0% | 40.06% | 7/24/2023 |
 Adobe (ADBE) | 1.86% | 1.11% | 99.93% | - |
 Shopify (SHOP) | 1.58% | 1.16% | 99.93% | - |
 Starbucks (SBUX) | 1.54% | 0% | 85.35% | 7/14/2025 |
 Coinbase (COIN) | 1.51% | 0.99% | 99.93% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 1.49% | 0% | 32.99% | 7/24/2023 |
 Sony (SONY) | 1.42% | 0% | 90.06% | 9/18/2025 |
 Chevron (CVX) | 1.34% | 2.19% | 64.21% | - |
 Johnson & Johnson (JNJ) | 1.19% | 0% | 73.56% | 8/20/2025 |
 Cloudflare (NET) | 1.13% | 0% | 80.27% | 1/27/2025 |
 Procter & Gamble (PG) | 1.08% | 0% | 60.97% | 6/3/2025 |
 iShares TIPS Bond ETF (TIP) | 0.96% | 0% | 26.29% | 7/31/2023 |
 Alibaba (BABA) | 0.94% | 1.66% | 99.93% | - |
 Roche (ROG.ZU) | 0.91% | 0% | 58.25% | 10/1/2025 |
 Globant (GLOB) | 0.87% | 0% | 89.54% | 6/3/2025 |
 Ford (F) | 0.85% | 0% | 59.57% | 6/3/2025 |
 TSMC (TSM) | 0.85% | 4.02% | 23.27% | - |
 Trip.com (TCOM.CH) | 0.85% | 1.7% | 46.98% | - |
 Nestle (NESN.ZU) | 0.77% | 0% | 49.48% | 6/4/2025 |
 Deere (DE) | 0.7% | 0% | 49.41% | 3/7/2025 |
 3M (MMM) | 0.66% | 0% | 52.5% | 7/14/2025 |
 Vanguard FTSE Emerging Markets (VWO) | 0.6% | 0% | 25.26% | 7/17/2023 |
 ASML (ASML.NV) | 0.59% | 4.72% | 23.27% | - |
 UBS (UBSG.ZU) | 0.58% | 1.24% | 59.5% | - |
 Etsy (ETSY) | 0.52% | 0% | 63.03% | 6/6/2024 |
 Samsung (SMSN.L) | 0.44% | 0% | 20.47% | 9/16/2025 |
 Tesla (TSLA) | 0.41% | 0% | 55.74% | 2/26/2024 |
 PayPal (PYPL) | 0.36% | 0% | 38.29% | 6/30/2023 |
 Nio (NIO) | 0.34% | 0% | 48.01% | 11/13/2023 |
 Vanguard Information Technology (VGT) | 0.33% | 0% | 14.29% | 7/14/2022 |
 Tencent (0700.HK) | 0.26% | 1.44% | 19.15% | - |
 S&P Global (SPGI) | 0.24% | 4.6% | 9.72% | - |
 Block Inc. (XYZ) | 0.21% | 0% | 14.29% | 7/14/2022 |
 PDD Holdings (PDD) | 0.2% | 1.32% | 19.96% | - |
 HSBC (HSBC) | 0.18% | 0.98% | 15.91% | - |
 LVMH (MC.PA) | 0.16% | 2.58% | 8.32% | - |
 Baidu (BIDU) | 0.15% | 0.71% | 17.67% | - |
 Novo-Nordisk (NVO) | 0.14% | 1.63% | 9.94% | - |
 iShares Global Healthcare ETF (IXJ) | 0.13% | 0% | 12.81% | 2/14/2023 |
 Midea Group Co Ltd (300.HK) | 0.12% | 1.87% | 7.29% | - |
 Sea (SE) | 0.12% | 0% | 14.87% | 7/22/2022 |
 Coursera (COUR) | 0.11% | 0% | 40.06% | 7/24/2023 |
 Petrobras (PBR.A) | 0.11% | 1.3% | 7.88% | - |
 Eli Lilly (LLY) | 0.1% | 0.95% | 9.94% | - |
 Corsair (CRSR) | 0.09% | 0% | 14.29% | 7/14/2022 |
 SoFi (SOFI) | 0.09% | 0% | 14.29% | 7/14/2022 |
 Schneider Electric (SU.PA) | 0.09% | 1.22% | 7.29% | - |
 Upstart (UPST) | 0.08% | 0% | 14.29% | 7/14/2022 |
 Santander (SAN.MC) | 0.08% | 0% | 8.54% | 3/18/2025 |
 Spotify (SPOT) | 0.08% | 0% | 14.29% | 7/14/2022 |
 Teladoc (TDOC) | 0.06% | 0% | 14.29% | 7/14/2022 |
 FICO (FICO) | 0.06% | 1.86% | 4.2% | - |
 Beyond Meat (BYND) | 0.06% | 0% | 14.29% | 7/14/2022 |
 EA (EA) | 0.05% | 0% | 7.14% | 4/8/2022 |
 Match Group (MTCH) | 0.05% | 0% | 14.29% | 7/14/2022 |
 SolarEdge (SEDG) | 0.05% | 0% | 9.72% | 11/13/2023 |
 Copa (CPA) | 0.05% | 1.51% | 3.53% | - |
 MSCI (MSCI) | 0.05% | 2.25% | 2.72% | - |
 Affirm (AFRM) | 0.05% | 0% | 7.36% | 4/11/2022 |
 Robinhood (HOOD) | 0.04% | 0% | 7.36% | 4/11/2022 |
 GitLab (GTLB) | 0.04% | 0% | 14.29% | 7/14/2022 |
 Redfin (RDFN) | 0.04% | 0% | 14.29% | 7/14/2022 |
 Kaspi.kz (KSPI) | 0.02% | 0.71% | 3.02% | - |
 DraftKings (DKNG) | 0.02% | 0% | 7.36% | 4/11/2022 |
 Tattooed Chef Inc (TTCFQ) | 0.02% | 0% | 7.14% | 4/8/2022 |
 Lemonade (LMND) | 0.02% | 0% | 7.14% | 4/8/2022 |
 Jumia (JMIA) | 0.01% | 0% | 7.14% | 4/8/2022 |
 Solventum (SOLV) | 0.01% | 0% | 3.09% | 5/14/2024 |
 Flare (FLR) | 0% | 0% | 1.84% | 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% |