Portfolio Diversification
Range
Most Diversified
14 instruments
June 27, 2024
Least Diversified
0 instruments
February 2, 2025
Average
6.6 instruments
Most Consistent Holdings
Top 5
BTC75.28%
ETH75.28%
AOA72.29%
QQQ32.31%
SOXX32.31%
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 | 32.73% | 20.87% | 99.91% | - |
 YINTENG | 30.81% | 0% | 67.6% | 4/3/2024 |
| iShares Core Aggressive Allocation ETF (AOA) | 10.95% | 13.76% | 72.29% | - |
| Invesco QQQ (QQQ) | 5.11% | 13.61% | 32.31% | - |
 Berkshire Hathaway (BRK.B) | 4.2% | 17.33% | 29.33% | - |
 Vanguard S&P 500 ETF (VOO) | 4.08% | 13.83% | 29.33% | - |
| Ethereum (ETH) | 3.16% | 0.17% | 75.28% | - |
| iShares Semiconductor ETF (SOXX) | 2.78% | 5.99% | 32.31% | - |
| Bitcoin (BTC) | 1.52% | 0.51% | 75.28% | - |
 NVIDIA (NVDA) | 1.38% | 5.92% | 29.33% | - |
 Meta (META) | 0.89% | 2.89% | 29.33% | - |
 Alphabet (GOOG) | 0.76% | 2.43% | 29.33% | - |
 Microsoft (MSFT) | 0.76% | 2.43% | 29.33% | - |
 UFP Technologies (UFPT) | 0.48% | 0% | 15.77% | 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% |