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Portfolio Diversification
Range
Most Diversified
19 instruments
April 17, 2024
Least Diversified
8 instruments
January 1, 2022
Average
16.4 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) | 16.74% | 12.46% | 100% | - |
| Alphabet (GOOG) | 12.74% | 9.38% | 100% | - |
 Pfizer (PFE) | 7.26% | 10.1% | 69.89% | - |
 Target (TGT) | 6.2% | 9.8% | 87.65% | - |
| Adobe (ADBE) | 5.87% | 3.18% | 100% | - |
| Amazon (AMZN) | 5.14% | 2.11% | 100% | - |
 Alibaba (BABA) | 5.13% | 5.71% | 99.11% | - |
 Disney (DIS) | 4.4% | 2.9% | 88.82% | - |
 iShares MSCI India ETF (INDA) | 4.35% | 2.98% | 100% | - |
 CVS Health (CVS) | 4.07% | 8.49% | 44.72% | - |
 Bank of America (BAC) | 3.71% | 4.51% | 57.96% | - |
 Warner Bros Discovery (WBD) | 3.7% | 7.96% | 84.22% | - |
 TSMC (TSM) | 3.63% | 5.52% | 80.93% | - |
 AMD (AMD) | 3.38% | 0% | 77.57% | 11/6/2025 |
 Netflix (NFLX) | 3.15% | 0% | 79.36% | 4/4/2025 |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 2.43% | 1.4% | 100% | - |
 Shopify (SHOP) | 1.93% | 0% | 66.87% | 10/28/2024 |
 PayPal (PYPL) | 1.62% | 0% | 62% | 10/28/2024 |
 iShares Core S&P 500 ETF (IVV) | 0.98% | 3.46% | 25.24% | - |
 iShares MSCI China ETF (MCHI) | 0.91% | 0.35% | 100% | - |
 GM (GM) | 0.37% | 0% | 9.6% | 8/26/2022 |
 Comcast (CMCSA) | 0.22% | 3.2% | 8.3% | - |
 Dormant Stock15198 (Drm.15198) | 0% | 0.15% | 1.65% | - |
 Songbird (SGB) | 0% | 0% | 0.55% | 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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