Portfolio Diversification
Range
Most Diversified
24 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
19.1 instruments
Most Consistent Holdings
Top 5
AAPL99.92%
META99.92%
MSFT99.92%
BAC99.92%
KO99.92%
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 |
|---|---|---|---|---|
 Vanguard S&P 500 Value ETF (VOOV) | 16.86% | 16.91% | 99.92% | - |
 iShares Core S&P 500 ETF (IVV) | 13.16% | 17.4% | 81.05% | - |
| Meta (META) | 8.55% | 13.16% | 99.92% | - |
| Apple (AAPL) | 6.76% | 5.64% | 99.92% | - |
 Alibaba (BABA) | 6.68% | 5.71% | 99.92% | - |
 Vanguard FTSE All-World ex-US (VEU) | 4.24% | 5.43% | 99.92% | - |
| Microsoft (MSFT) | 3.8% | 3.23% | 99.92% | - |
 NVIDIA (NVDA) | 3.21% | 4.06% | 78.18% | - |
 Amazon (AMZN) | 3.21% | 2.74% | 99.75% | - |
 Mastercard (MA) | 3% | 2.77% | 99.92% | - |
| Bank of America (BAC) | 2.41% | 2.19% | 99.92% | - |
 Disney (DIS) | 2.17% | 0% | 73.75% | 6/3/2025 |
 McDonald's (MCD) | 2.05% | 1.72% | 99.75% | - |
| Coca-Cola (KO) | 1.92% | 1.62% | 99.92% | - |
 Verizon (VZ) | 1.68% | 0% | 99.75% | 6/3/2025 |
 AMD (AMD) | 1.4% | 0% | 39.7% | 5/25/2023 |
 Barrick (B) | 1.38% | 0% | 99.75% | 6/3/2025 |
 GM (GM) | 1.01% | 0% | 81.46% | 10/22/2024 |
 Nintendo (NTDOY) | 0.97% | 2.3% | 53.9% | - |
 Walmart (WMT) | 0.92% | 0% | 24.94% | 11/15/2022 |
 Tesla (TSLA) | 0.77% | 0% | 47.42% | 6/3/2025 |
 Alphabet (GOOG) | 0.72% | 0% | 24.94% | 11/15/2022 |
 Eli Lilly (LLY) | 0.53% | 0% | 14.52% | 6/27/2022 |
 Bristol-Myers Squibb (BMY) | 0.52% | 0% | 23.71% | 10/31/2022 |
 Visa (V) | 0.47% | 0% | 24.94% | 11/15/2022 |
 Adobe (ADBE) | 0.42% | 0% | 18.29% | 8/15/2022 |
 Shopify (SHOP) | 0.3% | 0% | 16.49% | 7/21/2022 |
 Novo-Nordisk (NVO) | 0.16% | 1.91% | 8.29% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Core S&P 500 ETF (IVV) | 16.9% | 17.98% |
| Vanguard S&P 500 Value ETF (VOOV) | 18.92% | 17.86% |
| Meta (META) | 6.76% | 11.79% |
| Apple (AAPL) | 3.38% | 7.31% |
| Vanguard FTSE All-World ex-US (VEU) | 6.76% | 4.96% |
| Alibaba (BABA) | 13.52% | 4.26% |
| NVIDIA (NVDA) | 1.69% | 4.04% |
| Disney (DIS) | 3.38% | 3.17% |
| Microsoft (MSFT) | 1.69% | 3.09% |
| Amazon (AMZN) | 1.69% | 3.05% |
| Mastercard (MA) | 1.69% | 2.63% |
| Tesla (TSLA) | 1.69% | 2.39% |
| Bank of America (BAC) | 1.69% | 2.28% |
| Nintendo (NTDOY) | 1.69% | 1.69% |
| McDonald's (MCD) | 1.69% | 1.68% |
| Coca-Cola (KO) | 1.69% | 1.48% |
| Verizon (VZ) | 2.37% | 1.26% |
| Barrick (B) | 1.69% | 0.93% |