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Portfolio Diversification
Range
Most Diversified
22 instruments
July 4, 2023
Least Diversified
0 instruments
July 13, 2023
Average
3.9 instruments
Most Consistent Holdings
Top 5
MSFT70.33%
AMZN69.48%
META65.63%
AAPL63.76%
NVDA46.29%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since July 4, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 17.07% | 0% | 65.63% | 1/9/2026 |
| Amazon (AMZN) | 14.37% | 5.51% | 69.48% | - |
| Microsoft (MSFT) | 11.27% | 3.03% | 70.33% | - |
| Apple (AAPL) | 10.85% | 6.52% | 63.76% | - |
| NVIDIA (NVDA) | 6.39% | 0% | 46.29% | 3/16/2026 |
 State Street SPDR S&P 500 ETF (SPY) | 3.62% | 49.4% | 17.56% | - |
 Alphabet (GOOG) | 1.54% | 5.66% | 29.77% | - |
 Games Workshop (GAW.L) | 1.39% | 5.82% | 9.58% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.34% | 24.17% | 2.72% | - |
 Tesla (TSLA) | 0.2% | 0% | 2.54% | 6/5/2025 |
 Netflix (NFLX) | 0.19% | 0% | 4.41% | 11/4/2025 |
 NZD/USD (NZDUSD) | 0.03% | 0% | 0.09% | 10/24/2023 |
 EUR/USD (EURUSD) | 0.02% | 0% | 0.09% | 10/24/2023 |
 GBP/USD (GBPUSD) | 0.02% | 0% | 0.09% | 10/24/2023 |
 Amgen (AMGN) | 0.01% | 0% | 0.28% | 7/6/2023 |
 Nike (NKE) | 0.01% | 0% | 0.28% | 7/6/2023 |
 Procter & Gamble (PG) | 0.01% | 0% | 0.28% | 7/6/2023 |
 American Express (AXP) | 0.01% | 0% | 0.28% | 7/6/2023 |
 Visa (V) | 0.01% | 0% | 0.28% | 7/6/2023 |
 Honeywell (HON) | 0.01% | 0% | 0.28% | 7/6/2023 |
 Verizon (VZ) | 0.01% | 0% | 0.28% | 7/6/2023 |
 IBM (IBM) | 0.01% | 0% | 0.28% | 7/6/2023 |
 Dow (DOW) | 0.01% | 0% | 0.28% | 7/6/2023 |
 Boeing (BA) | 0.01% | 0% | 0.28% | 7/6/2023 |
 Caterpillar (CAT) | 0.01% | 0% | 0.28% | 7/6/2023 |
 Home Depot (HD) | 0.01% | 0% | 0.28% | 7/6/2023 |
 JPMorgan (JPM) | 0.01% | 0% | 0.28% | 7/6/2023 |
 Merck (MRK) | 0.01% | 0% | 0.28% | 7/6/2023 |
 McDonald's (MCD) | 0.01% | 0% | 0.28% | 7/6/2023 |
 UnitedHealth (UNH) | 0.01% | 0% | 0.28% | 7/6/2023 |
 Coca-Cola (KO) | 0.01% | 0% | 0.28% | 7/6/2023 |
 Disney (DIS) | 0.01% | 0% | 0.28% | 7/6/2023 |
 Walgreens (WBA) | 0.01% | 0% | 0.28% | 7/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 26.08% | 25.87% |
| Alphabet (GOOG) | 3.07% | 3.42% |
| Amazon (AMZN) | 3.07% | 3.14% |
| Apple (AAPL) | 3.07% | 3.12% |
| Microsoft (MSFT) | 3.07% | 3.03% |
| Meta (META) | 3.07% | 3.02% |
Cash & Instruments Over Time
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