Portfolio Diversification
Range
Most Diversified
14 instruments
June 27, 2024
Least Diversified
0 instruments
February 2, 2025
Average
6.2 instruments
Most Consistent Holdings
Top 5
BTC73.54%
ETH73.54%
AOA70.35%
QQQ27.55%
SOXX27.55%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 steveli1029 | 33.54% | 0% | 99.91% | 2/1/2025 |
 YINTENG | 32.98% | 0% | 72.35% | 4/3/2024 |
| iShares Core Aggressive Allocation ETF (AOA) | 10.79% | 0% | 70.35% | 2/1/2025 |
| Invesco QQQ (QQQ) | 4.49% | 0% | 27.55% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 3.4% | 0% | 24.36% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 3.39% | 0% | 24.36% | 2/1/2025 |
| Ethereum (ETH) | 3.37% | 0% | 73.54% | 2/1/2025 |
| iShares Semiconductor ETF (SOXX) | 2.51% | 0% | 27.55% | 2/1/2025 |
| Bitcoin (BTC) | 1.59% | 0% | 73.54% | 2/1/2025 |
 NVIDIA (NVDA) | 1.03% | 0% | 24.36% | 2/1/2025 |
 Meta (META) | 0.72% | 0% | 24.36% | 2/1/2025 |
 Microsoft (MSFT) | 0.65% | 0% | 24.36% | 2/1/2025 |
 Alphabet (GOOG) | 0.64% | 0% | 24.36% | 2/1/2025 |
 UFP Technologies (UFPT) | 0.52% | 0% | 16.88% | 11/11/2024 |
 Grail Inc (GRAL) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| steveli1029 | 11.2% | 22.34% |
| Invesco QQQ (QQQ) | 15.42% | 14.08% |
| Vanguard S&P 500 ETF (VOO) | 15.42% | 13.84% |
| Berkshire Hathaway (BRK.B) | 15.42% | 13.63% |
| iShares Core Aggressive Allocation ETF (AOA) | 15.45% | 12.85% |
| NVIDIA (NVDA) | 7.53% | 7.06% |
| iShares Semiconductor ETF (SOXX) | 9.25% | 6.96% |
| Meta (META) | 3.08% | 3.03% |
| Alphabet (GOOG) | 3.08% | 2.71% |
| Microsoft (MSFT) | 3.08% | 2.5% |
| Bitcoin (BTC) | 0.46% | 0.5% |
| Ethereum (ETH) | 0.4% | 0.31% |