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Portfolio Diversification
Range
Most Diversified
19 instruments
April 17, 2024
Least Diversified
0 instruments
April 4, 2026
Average
16.5 instruments
Most Consistent Holdings
Top 5
GOOG99.87%
META99.87%
AMZN99.87%
ADBE99.87%
IEMG99.87%
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 |
|---|---|---|---|---|
| Meta (META) | 16.37% | 10.01% | 99.87% | - |
| Alphabet (GOOG) | 12.49% | 9.74% | 99.87% | - |
 Pfizer (PFE) | 7.43% | 9.61% | 71.51% | - |
 Target (TGT) | 6.47% | 11.47% | 88.24% | - |
| Adobe (ADBE) | 5.78% | 4.57% | 99.87% | - |
 Alibaba (BABA) | 5.09% | 4.04% | 99.03% | - |
| Amazon (AMZN) | 4.95% | 2.24% | 99.87% | - |
 Disney (DIS) | 4.33% | 4.02% | 89.34% | - |
 CVS Health (CVS) | 4.32% | 9.02% | 47.8% | - |
 iShares MSCI India ETF (INDA) | 4.3% | 4.28% | 99.87% | - |
 Warner Bros Discovery (WBD) | 3.94% | 7.37% | 85.01% | - |
 TSMC (TSM) | 3.75% | 6.14% | 81.91% | - |
 Bank of America (BAC) | 3.73% | 4.25% | 60.27% | - |
 AMD (AMD) | 3.19% | 0% | 73.06% | 11/6/2025 |
 Netflix (NFLX) | 2.96% | 0% | 74.74% | 4/4/2025 |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 2.37% | 1.37% | 99.87% | - |
 Shopify (SHOP) | 1.82% | 0% | 62.98% | 10/28/2024 |
 PayPal (PYPL) | 1.52% | 0% | 58.4% | 10/28/2024 |
 iShares Core S&P 500 ETF (IVV) | 1.12% | 3.36% | 29.46% | - |
 iShares MSCI China ETF (MCHI) | 0.88% | 0.29% | 99.87% | - |
 Comcast (CMCSA) | 0.39% | 2.79% | 13.5% | - |
 GM (GM) | 0.35% | 0% | 9.04% | 8/26/2022 |
 VERSANT MEDIA GROUP INC (VSNT) | 0.01% | 0.17% | 7.24% | - |
 Songbird (SGB) | 0% | 0% | 0.52% | 11/25/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 3.09% | 11.72% |
| Pfizer (PFE) | 16.43% | 10.08% |
| Target (TGT) | 15.59% | 9.73% |
| CVS Health (CVS) | 9.53% | 9.49% |
| Alphabet (GOOG) | 6.01% | 9.09% |
| Warner Bros Discovery (WBD) | 3.7% | 8.72% |
| TSMC (TSM) | 2.09% | 5.17% |
| Alibaba (BABA) | 4.05% | 5% |
| Bank of America (BAC) | 3.42% | 4.9% |
| Adobe (ADBE) | 6.63% | 3.98% |
| iShares Core S&P 500 ETF (IVV) | 4.61% | 3.54% |
| Comcast (CMCSA) | 4.97% | 3.44% |
| iShares MSCI India ETF (INDA) | 4.27% | 3.25% |
| Disney (DIS) | 3.61% | 3.1% |
| Amazon (AMZN) | 2.2% | 2.11% |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 1.64% | 1.32% |
| iShares MSCI China ETF (MCHI) | 0.73% | 0.34% |
Cash & Instruments Over Time
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