Portfolio Diversification
Range
Most Diversified
25 instruments
March 30, 2023
Least Diversified
0 instruments
February 2, 2025
Average
23.4 instruments
Most Consistent Holdings
Top 5
GOOG99.87%
META99.87%
MU99.87%
PYPL99.87%
0700.HK99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 12.69% | 0% | 99.87% | 2/1/2025 |
| Alphabet (GOOG) | 9.62% | 0% | 99.87% | 2/1/2025 |
 iShares Edge MSCI USA Quality (QUAL) | 5.1% | 0% | 99.87% | 2/1/2025 |
 Vanguard Total Stock Market ETF (VTI) | 4.88% | 0% | 99.87% | 2/1/2025 |
 Vanguard Value ETF (VTV) | 4.77% | 0% | 99.87% | 2/1/2025 |
 Vanguard Small-Cap ETF (VB) | 4.6% | 0% | 99.87% | 2/1/2025 |
 Vanguard Mid-Cap ETF (VO) | 4.56% | 0% | 99.87% | 2/1/2025 |
 Invesco S&P 500 Low Volatility (SPLV) | 4.5% | 0% | 99.87% | 2/1/2025 |
 Ishares Russell 2000 ETF (IWM) | 4.42% | 0% | 99.87% | 2/1/2025 |
 Vanguard Total International Stock ETF (VXUS) | 4.25% | 0% | 99.87% | 2/1/2025 |
| Micron (MU) | 4.23% | 0% | 99.87% | 2/1/2025 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 3.89% | 0% | 99.87% | 2/1/2025 |
| Tencent (0700.HK) | 3.38% | 0% | 99.87% | 2/1/2025 |
 Alibaba (9988.HK) | 3.27% | 0% | 99.87% | 2/1/2025 |
 Intel (INTC) | 2.49% | 0% | 76.23% | 8/6/2024 |
 Smith & Wesson (SWBI) | 2.26% | 0% | 76.23% | 8/6/2024 |
 JD (9618.HK) | 2.26% | 0% | 99.87% | 2/1/2025 |
 MercadoLibre (MELI) | 1.92% | 0% | 38.25% | 2/1/2025 |
 iShares Global REIT ETF (REET) | 1.87% | 0% | 99.87% | 2/1/2025 |
 Realty Income (O) | 1.53% | 0% | 76.23% | 8/6/2024 |
| PayPal (PYPL) | 1.5% | 0% | 99.87% | 2/1/2025 |
 Vanguard Real Estate ETF (VNQ) | 1.44% | 0% | 76.23% | 8/6/2024 |
 Booking (BKNG) | 1.14% | 0% | 23.64% | 2/1/2025 |
 IIPR (IIPR) | 1.09% | 0% | 76.23% | 8/6/2024 |
 Amazon (AMZN) | 1.07% | 0% | 23.64% | 2/1/2025 |
 HP (HPQ) | 1.02% | 0% | 61.62% | 4/17/2024 |
 Visa (V) | 1% | 0% | 23.64% | 2/1/2025 |
 Evolution (EVO.ST) | 0.43% | 0% | 23.51% | 2/1/2025 |
 Paramount (PARA) | 0.19% | 0% | 17% | 5/12/2023 |
 Meituan (03690.HK) | 0.06% | 0% | 50.33% | 4/17/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 8.53% | 16.05% |
| Alphabet (GOOG) | 8.53% | 10.56% |
| Booking (BKNG) | 4.49% | 5.28% |
| iShares Edge MSCI USA Quality (QUAL) | 4.49% | 4.98% |
| Amazon (AMZN) | 4.49% | 4.91% |
| Vanguard Total Stock Market ETF (VTI) | 4.49% | 4.82% |
| MercadoLibre (MELI) | 4.49% | 4.48% |
| Visa (V) | 4.49% | 4.47% |
| Vanguard Value ETF (VTV) | 4.49% | 4.32% |
| Vanguard Small-Cap ETF (VB) | 4.49% | 4.29% |
| Vanguard Mid-Cap ETF (VO) | 4.49% | 4.23% |
| Ishares Russell 2000 ETF (IWM) | 4.49% | 4.06% |
| Invesco S&P 500 Low Volatility (SPLV) | 4.49% | 3.98% |
| Vanguard Total International Stock ETF (VXUS) | 4.49% | 3.53% |
| PayPal (PYPL) | 4.04% | 3.44% |
| Tencent (0700.HK) | 4.49% | 3.32% |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 4.49% | 3.25% |
| Alibaba (9988.HK) | 4.49% | 2.62% |
| Micron (MU) | 2.01% | 2.04% |
| JD (9618.HK) | 4.49% | 1.85% |
| Evolution (EVO.ST) | 2.24% | 1.62% |
| iShares Global REIT ETF (REET) | 2.25% | 1.55% |