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Portfolio Diversification
Range
Most Diversified
24 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
18.3 instruments
Most Consistent Holdings
Top 5
AAPL99.66%
BAC99.66%
BABA99.66%
VOOV99.66%
META99.6%
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) | 16.82% | 18.1% | 99.66% | - |
 iShares Core S&P 500 ETF (IVV) | 13.94% | 18.34% | 84.16% | - |
| Meta (META) | 9.19% | 11.44% | 99.6% | - |
| Apple (AAPL) | 6.66% | 6.74% | 99.66% | - |
| Alibaba (BABA) | 6.61% | 6.24% | 99.66% | - |
 Vanguard FTSE All-World ex-US (VEU) | 4.43% | 6.06% | 99.6% | - |
 Microsoft (MSFT) | 3.67% | 2.54% | 99.6% | - |
 NVIDIA (NVDA) | 3.46% | 4.76% | 81.81% | - |
 Amazon (AMZN) | 3.11% | 2.52% | 99.33% | - |
 Mastercard (MA) | 2.9% | 2.26% | 99.6% | - |
| Bank of America (BAC) | 2.39% | 2.25% | 99.66% | - |
 McDonald's (MCD) | 1.95% | 1.69% | 99.33% | - |
 Coca-Cola (KO) | 1.83% | 1.66% | 99.6% | - |
 Disney (DIS) | 1.77% | 0% | 60.34% | 6/3/2025 |
 Verizon (VZ) | 1.38% | 0% | 81.61% | 6/3/2025 |
 Nintendo (NTDOY) | 1.15% | 1.39% | 61.81% | - |
 AMD (AMD) | 1.15% | 0% | 32.48% | 5/25/2023 |
 Barrick (B) | 1.13% | 0% | 81.61% | 6/3/2025 |
 GM (GM) | 0.82% | 0% | 66.64% | 10/22/2024 |
 Walmart (WMT) | 0.75% | 0% | 20.4% | 11/15/2022 |
 Tesla (TSLA) | 0.63% | 0% | 38.79% | 6/3/2025 |
 Alphabet (GOOG) | 0.59% | 0% | 20.4% | 11/15/2022 |
 Eli Lilly (LLY) | 0.43% | 0% | 11.88% | 6/27/2022 |
 Bristol-Myers Squibb (BMY) | 0.43% | 0% | 19.4% | 10/31/2022 |
 Visa (V) | 0.39% | 0% | 20.4% | 11/15/2022 |
 Novo-Nordisk (NVO) | 0.38% | 0.92% | 24.63% | - |
 Adobe (ADBE) | 0.34% | 0% | 14.97% | 8/15/2022 |
 Shopify (SHOP) | 0.24% | 0% | 13.49% | 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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