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Portfolio Diversification
Range
Most Diversified
19 instruments
April 17, 2024
Least Diversified
8 instruments
January 1, 2022
Average
16.5 instruments
Most Consistent Holdings
Top 5
GOOG100%
META100%
AMZN100%
ADBE100%
IEMG100%
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) | 16.57% | 10.48% | 100% | - |
| Alphabet (GOOG) | 12.62% | 8.4% | 100% | - |
 Pfizer (PFE) | 7.35% | 10.35% | 70.79% | - |
 Target (TGT) | 6.34% | 11.24% | 88.02% | - |
| Adobe (ADBE) | 5.82% | 4.66% | 100% | - |
 Alibaba (BABA) | 5.12% | 4.44% | 99.14% | - |
| Amazon (AMZN) | 5.04% | 1.82% | 100% | - |
 Disney (DIS) | 4.35% | 2.61% | 89.16% | - |
 iShares MSCI India ETF (INDA) | 4.31% | 2.78% | 100% | - |
 CVS Health (CVS) | 4.21% | 8.76% | 46.37% | - |
 Warner Bros Discovery (WBD) | 3.83% | 7.91% | 84.7% | - |
 Bank of America (BAC) | 3.73% | 4% | 59.21% | - |
 TSMC (TSM) | 3.7% | 5.54% | 81.5% | - |
 AMD (AMD) | 3.28% | 0% | 75.25% | 11/6/2025 |
 Netflix (NFLX) | 3.05% | 0% | 76.98% | 4/4/2025 |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 2.4% | 1.32% | 100% | - |
 Shopify (SHOP) | 1.87% | 0% | 64.87% | 10/28/2024 |
 PayPal (PYPL) | 1.57% | 0% | 60.15% | 10/28/2024 |
 iShares Core S&P 500 ETF (IVV) | 1.06% | 3.32% | 27.48% | - |
 iShares MSCI China ETF (MCHI) | 0.89% | 0.32% | 100% | - |
 GM (GM) | 0.36% | 0% | 9.31% | 8/26/2022 |
 Comcast (CMCSA) | 0.31% | 3.34% | 11.04% | - |
 VERSANT MEDIA GROUP INC (VSNT) | 0.01% | 0.17% | 4.59% | - |
 Songbird (SGB) | 0% | 0% | 0.53% | 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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