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Portfolio Diversification
Range
Most Diversified
24 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
18 instruments
Most Consistent Holdings
Top 5
AAPL99.56%
BAC99.56%
BABA99.56%
VOOV99.56%
META99.5%
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) | 16.95% | 18.41% | 99.56% | - |
 iShares Core S&P 500 ETF (IVV) | 14.29% | 21.57% | 84.99% | - |
| Meta (META) | 9.33% | 11.39% | 99.5% | - |
| Apple (AAPL) | 6.71% | 8.59% | 99.56% | - |
| Alibaba (BABA) | 6.57% | 3.34% | 99.56% | - |
 Vanguard FTSE All-World ex-US (VEU) | 4.54% | 1.84% | 99.5% | - |
 Microsoft (MSFT) | 3.61% | 2.92% | 99.5% | - |
 NVIDIA (NVDA) | 3.59% | 5.9% | 82.72% | - |
 Amazon (AMZN) | 3.1% | 3.27% | 98.99% | - |
 Mastercard (MA) | 2.86% | 2.34% | 99.5% | - |
| Bank of America (BAC) | 2.39% | 2.67% | 99.56% | - |
 McDonald's (MCD) | 1.93% | 1.55% | 98.99% | - |
 Coca-Cola (KO) | 1.74% | 0% | 94.83% | 3/23/2026 |
 Disney (DIS) | 1.67% | 0% | 56.68% | 6/3/2025 |
 Verizon (VZ) | 1.29% | 0% | 76.67% | 6/3/2025 |
 Nintendo (NTDOY) | 1.1% | 0% | 59.39% | 3/24/2026 |
 AMD (AMD) | 1.08% | 0% | 30.52% | 5/25/2023 |
 Barrick (B) | 1.06% | 0% | 76.67% | 6/3/2025 |
 GM (GM) | 0.77% | 0% | 62.61% | 10/22/2024 |
 Walmart (WMT) | 0.71% | 0% | 19.17% | 11/15/2022 |
 Tesla (TSLA) | 0.59% | 0% | 36.44% | 6/3/2025 |
 Alphabet (GOOG) | 0.56% | 0% | 19.17% | 11/15/2022 |
 Novo-Nordisk (NVO) | 0.42% | 1.14% | 28.94% | - |
 Eli Lilly (LLY) | 0.41% | 0% | 11.16% | 6/27/2022 |
 Bristol-Myers Squibb (BMY) | 0.4% | 0% | 18.22% | 10/31/2022 |
 Visa (V) | 0.36% | 0% | 19.17% | 11/15/2022 |
 Adobe (ADBE) | 0.32% | 0% | 14.06% | 8/15/2022 |
 Shopify (SHOP) | 0.23% | 0% | 12.67% | 7/21/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core S&P 500 ETF (IVV) | 16.32% | 18.11% |
| Vanguard S&P 500 Value ETF (VOOV) | 18.28% | 17.17% |
| Meta (META) | 6.53% | 11.51% |
| Apple (AAPL) | 3.26% | 6.88% |
| Alibaba (BABA) | 13.06% | 6.37% |
| Vanguard FTSE All-World ex-US (VEU) | 6.53% | 5.51% |
| NVIDIA (NVDA) | 1.63% | 4.86% |
| Microsoft (MSFT) | 1.63% | 3.07% |
| Amazon (AMZN) | 1.63% | 2.78% |
| Mastercard (MA) | 1.63% | 2.47% |
| Bank of America (BAC) | 1.63% | 2.47% |
| Nintendo (NTDOY) | 1.63% | 1.69% |
| McDonald's (MCD) | 1.63% | 1.53% |
| Coca-Cola (KO) | 1.63% | 1.44% |
| Novo-Nordisk (NVO) | 3.26% | 1.23% |
Cash & Instruments Over Time
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