Portfolio Diversification
Range
Most Diversified
32 instruments
June 3, 2025
Least Diversified
7 instruments
January 2, 2023
Average
18 instruments
Most Consistent Holdings
Top 5
AAPL100%
META100%
VT.US90.21%
VOO90.21%
MSFT90.09%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 28.03% | 33.05% | 90.21% | - |
 Vanguard Information Technology (VGT) | 13.16% | 5.48% | 84.97% | - |
 NVIDIA (NVDA) | 9.58% | 5.69% | 89.64% | - |
| Apple (AAPL) | 8.72% | 2.82% | 100% | - |
| Meta (META) | 8.51% | 4.65% | 100% | - |
| Microsoft (MSFT) | 4.48% | 6.74% | 90.09% | - |
 Bitcoin (BTC) | 4.3% | 0% | 82.69% | 5/21/2025 |
 Coca-Cola (KO) | 3.24% | 0% | 19.25% | 6/22/2023 |
 Tesla (TSLA) | 3.04% | 0.47% | 83.03% | - |
| Vanguard Total World Stock ETF (VT.US) | 2.59% | 4.8% | 90.21% | - |
 MercadoLibre (MELI) | 2.46% | 0.37% | 69.02% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 0.88% | 0% | 31.66% | 5/27/2025 |
 AMD (AMD) | 0.87% | 0% | 42.48% | 1/13/2025 |
 Alphabet (GOOG) | 0.86% | 2.59% | 57.97% | - |
 Alibaba (BABA) | 0.69% | 0.79% | 55.01% | - |
 Netflix (NFLX) | 0.62% | 0% | 55.24% | 5/27/2025 |
 Mastercard (MA) | 0.52% | 2.59% | 26.77% | - |
 Crowdstrike (CRWD) | 0.5% | 0% | 53.87% | 5/27/2025 |
 Amazon (AMZN) | 0.48% | 0.11% | 78.25% | - |
 Xiaomi (1810.HK) | 0.45% | 1.52% | 41% | - |
 Berkshire Hathaway (BRK.B) | 0.45% | 0.59% | 52.85% | - |
 SPDR S&P 500 ETF (SPY) | 0.44% | 0% | 15.26% | 5/18/2023 |
 Banco Santander (SAN) | 0.39% | 3.29% | 12.3% | - |
 Global X Robotics & Artifici (BOTZ) | 0.36% | 2.14% | 16.17% | - |
 SPDR Gold (GLD) | 0.34% | 2.24% | 16.06% | - |
 Visa (V) | 0.33% | 2.59% | 12.41% | - |
 Johnson & Johnson (JNJ) | 0.29% | 0.53% | 42.37% | - |
 InTheGame | 0.25% | 0% | 4.67% | 2/19/2025 |
 BYD Electronic (00285.HK) | 0.24% | 1.81% | 43.28% | - |
 Supermicro (SMCI) | 0.24% | 1.91% | 12.41% | - |
 DividendGrowth | 0.23% | 0% | 4.44% | 2/18/2025 |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.22% | 3.11% | 6.72% | - |
 LVMH (MC.PA) | 0.21% | 0% | 16.86% | 12/12/2023 |
 ExxonMobil (XOM) | 0.18% | 0% | 26.54% | 1/17/2025 |
 NextEra (NEE) | 0.18% | 0% | 26.31% | 1/17/2025 |
 Merus (MRUS) | 0.17% | 0% | 30.18% | 2/18/2025 |
 Palantir (PLTR) | 0.16% | 0% | 24.83% | 9/13/2024 |
 Western Digital (WDC) | 0.16% | 0% | 25.74% | 1/13/2025 |
 Catalyst Pharmaceuticals (CPRX) | 0.14% | 1.34% | 9.91% | - |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 0.07% | 0% | 1.71% | 6/2/2023 |
 Invesco QQQ (QQQ) | 0.07% | 0% | 1.82% | 3/6/2025 |
 Salesforce (CRM) | 0.02% | 1.2% | 1.94% | - |
 OilWorldWide | 0.02% | 0% | 0.57% | 1/15/2025 |
 Intel (INTC) | 0.02% | 0% | 41.23% | 1/13/2025 |
 Wix (WIX) | 0.02% | 0.99% | 1.71% | - |
 Eli Lilly (LLY) | 0.02% | 1.33% | 1.25% | - |
 UnitedHealth (UNH) | 0.02% | 1.28% | 1.25% | - |
 Helen of Troy (HELE) | 0.02% | 1.29% | 1.25% | - |
 VF Corp (VFC) | 0.01% | 0.69% | 1.82% | - |
 Baidu (BIDU) | 0.01% | 0.78% | 1.25% | - |
 Biogen (BIIB) | 0.01% | 1.23% | 0.57% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 52.72% | 50.2% |
| Vanguard Information Technology (VGT) | 14.72% | 16.04% |
| NVIDIA (NVDA) | 7.08% | 8.13% |
| Meta (META) | 2.47% | 3.94% |
| Microsoft (MSFT) | 3.31% | 2.94% |
| Apple (AAPL) | 2.6% | 2.94% |
| Tesla (TSLA) | 2.04% | 2.58% |
| Vanguard Dividend Appreciation ETF (VIG) | 3.13% | 2.55% |
| Alphabet (GOOG) | 1.23% | 1.19% |
| AMD (AMD) | 1.81% | 1.08% |
| Vanguard Total World Stock ETF (VT.US) | 1.06% | 1.05% |
| Xiaomi (1810.HK) | 0.63% | 1.01% |
| Bitcoin (BTC) | 0.74% | 0.89% |
| Netflix (NFLX) | 0.63% | 0.81% |
| Crowdstrike (CRWD) | 0.63% | 0.57% |
| Alibaba (BABA) | 0.62% | 0.57% |
| Berkshire Hathaway (BRK.B) | 0.63% | 0.55% |
| Johnson & Johnson (JNJ) | 0.63% | 0.5% |
| BYD Electronic (00285.HK) | 0.48% | 0.47% |
| NextEra (NEE) | 0.63% | 0.47% |
| ExxonMobil (XOM) | 0.63% | 0.47% |
| Western Digital (WDC) | 0.63% | 0.39% |
| Merus (MRUS) | 0.6% | 0.35% |
| MercadoLibre (MELI) | 0.31% | 0.26% |
| Amazon (AMZN) | 0.1% | 0.11% |
| Intel (INTC) | 0.03% | 0.01% |