Portfolio Diversification
Range
Most Diversified
25 instruments
March 30, 2023
Least Diversified
0 instruments
February 2, 2025
Average
22.7 instruments
Most Consistent Holdings
Top 5
GOOG99.81%
META99.81%
MU99.81%
PYPL99.81%
9988.HK99.81%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 13.82% | 14.45% | 99.81% | - |
| Alphabet (GOOG) | 9.8% | 13.96% | 99.81% | - |
 iShares Edge MSCI USA Quality (QUAL) | 4.95% | 4.55% | 99.72% | - |
 Vanguard Total Stock Market ETF (VTI) | 4.77% | 4.55% | 99.63% | - |
 Vanguard Value ETF (VTV) | 4.56% | 4.03% | 99.63% | - |
 Vanguard Mid-Cap ETF (VO) | 4.39% | 3.85% | 99.81% | - |
 Vanguard Small-Cap ETF (VB) | 4.37% | 3.8% | 99.81% | - |
 Invesco S&P 500 Low Volatility (SPLV) | 4.27% | 3.34% | 99.81% | - |
 Ishares Russell 2000 ETF (IWM) | 4.19% | 3.78% | 99.81% | - |
 Vanguard Total International Stock ETF (VXUS) | 4.07% | 3.71% | 99.63% | - |
| Micron (MU) | 3.82% | 4.67% | 99.81% | - |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 3.73% | 3.39% | 99.81% | - |
 Tencent (0700.HK) | 3.53% | 3.9% | 99.72% | - |
| Alibaba (9988.HK) | 3.4% | 3.84% | 99.81% | - |
 MercadoLibre (MELI) | 2.93% | 4.22% | 56.45% | - |
 Booking (BKNG) | 2.27% | 4.72% | 46.17% | - |
 Amazon (AMZN) | 2.04% | 4.07% | 46.17% | - |
 Visa (V) | 2% | 4% | 46.07% | - |
| PayPal (PYPL) | 1.8% | 2.02% | 99.81% | - |
 Intel (INTC) | 1.75% | 0% | 53.64% | 8/6/2024 |
 iShares Global REIT ETF (REET) | 1.74% | 1.32% | 99.53% | - |
 JD (9618.HK) | 1.63% | 0% | 72.34% | 2/24/2025 |
 Smith & Wesson (SWBI) | 1.59% | 0% | 53.64% | 8/6/2024 |
 Realty Income (O) | 1.07% | 0% | 53.64% | 8/6/2024 |
 Vanguard Real Estate ETF (VNQ) | 1.02% | 0% | 53.64% | 8/6/2024 |
 IIPR (IIPR) | 0.77% | 0% | 53.64% | 8/6/2024 |
 HP (HPQ) | 0.72% | 0% | 43.36% | 4/17/2024 |
 Evolution (EVO.ST) | 0.67% | 0.91% | 45.98% | - |
 Paramount (PSKY) | 0.14% | 0% | 11.96% | 5/12/2023 |
 Meituan (03690.HK) | 0.04% | 0% | 35.42% | 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% |