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
AAPL99.91%
META99.91%
MSFT99.91%
AMZN99.91%
BAC99.91%
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 |
|---|---|---|---|---|
 Vanguard S&P 500 Value ETF (VOOV) | 16.78% | 0% | 99.91% | 2/1/2025 |
 iShares Core S&P 500 ETF (IVV) | 12.68% | 0% | 78.92% | 2/1/2025 |
| Meta (META) | 8.13% | 0% | 99.91% | 2/1/2025 |
| Apple (AAPL) | 6.81% | 0% | 99.91% | 2/1/2025 |
 Alibaba (BABA) | 6.74% | 0% | 99.91% | 2/1/2025 |
 Vanguard FTSE All-World ex-US (VEU) | 4.12% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 3.89% | 0% | 99.91% | 2/1/2025 |
| Amazon (AMZN) | 3.26% | 0% | 99.91% | 2/1/2025 |
 NVIDIA (NVDA) | 3.17% | 0% | 75.73% | 2/1/2025 |
 Mastercard (MA) | 3.03% | 0% | 99.91% | 2/1/2025 |
| Bank of America (BAC) | 2.43% | 0% | 99.91% | 2/1/2025 |
 Disney (DIS) | 2.09% | 0% | 70.99% | 2/1/2025 |
 McDonald's (MCD) | 2.08% | 0% | 99.91% | 2/1/2025 |
 Coca-Cola (KO) | 1.94% | 0% | 99.91% | 2/1/2025 |
 Verizon (VZ) | 1.72% | 0% | 99.91% | 2/1/2025 |
 AMD (AMD) | 1.56% | 0% | 44.16% | 5/25/2023 |
 Barrick (GOLD.BARRICK) | 1.41% | 0% | 99.91% | 2/1/2025 |
 GM (GM) | 1.12% | 0% | 90.6% | 10/22/2024 |
 Walmart (WMT) | 1.03% | 0% | 27.74% | 11/15/2022 |
 Nintendo (NTDOY) | 0.84% | 0% | 48.91% | 2/1/2025 |
 Alphabet (GOOG) | 0.81% | 0% | 27.74% | 11/15/2022 |
 Tesla (TSLA) | 0.66% | 0% | 41.7% | 2/1/2025 |
 Eli Lilly (LLY) | 0.59% | 0% | 16.15% | 6/27/2022 |
 Bristol-Myers Squibb (BMY) | 0.58% | 0% | 26.37% | 10/31/2022 |
 Visa (V) | 0.53% | 0% | 27.74% | 11/15/2022 |
 Adobe (ADBE) | 0.46% | 0% | 20.35% | 8/15/2022 |
 Shopify (SHOP) | 0.33% | 0% | 18.34% | 7/21/2022 |
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 (GOLD.BARRICK) | 1.69% | 0.93% |