Portfolio Diversification
Range
Most Diversified
58 instruments
September 27, 2023
Least Diversified
0 instruments
February 2, 2025
Average
52.6 instruments
Most Consistent Holdings
Top 5
AAPL99.89%
GOOG99.89%
META99.89%
MSFT99.89%
AMZN99.89%
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 |
|---|---|---|---|---|
 Bitcoin (BTC) | 9.15% | 2.74% | 68.91% | - |
 Vanguard S&P 500 ETF (VOO) | 9.03% | 11.66% | 99.89% | - |
| Apple (AAPL) | 7.86% | 5.82% | 99.89% | - |
 XRP (XRP) | 4.74% | 2.66% | 99.02% | - |
 NVIDIA (NVDA) | 4.3% | 3.32% | 70.75% | - |
 Tesla (TSLA) | 4.19% | 4.88% | 99.89% | - |
 iShares Core High Dividend ETF (HDV) | 3.58% | 2.65% | 99.89% | - |
 SPDR S&P 500 ETF (SPY) | 2.89% | 11.74% | 24.16% | - |
| Meta (META) | 2.71% | 3.77% | 99.89% | - |
 Wesl3y | 2.67% | 0% | 78.66% | 1/6/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 2.65% | 6.54% | 99.89% | - |
 Pfizer (PFE) | 2.55% | 1.17% | 99.89% | - |
 Coca-Cola (KO) | 2.48% | 1.97% | 99.89% | - |
| Alphabet (GOOG) | 2.47% | 3.83% | 99.89% | - |
 JPMorgan (JPM) | 2.22% | 2.35% | 99.89% | - |
 McDonald's (MCD) | 2.11% | 1.42% | 99.89% | - |
 Altria (MO) | 2.03% | 1.7% | 99.89% | - |
 Starbucks (SBUX) | 1.99% | 1.15% | 99.89% | - |
| Microsoft (MSFT) | 1.93% | 3.12% | 99.89% | - |
 PepsiCo (PEP) | 1.84% | 2.12% | 99.89% | - |
 Miyoshi | 1.7% | 0% | 78.66% | 1/6/2025 |
 Salesforce (CRM) | 1.66% | 1.35% | 99.89% | - |
| Amazon (AMZN) | 1.45% | 1.9% | 99.89% | - |
 IBM (IBM) | 1.43% | 1.32% | 99.89% | - |
 Mastercard (MA) | 1.41% | 1.02% | 99.89% | - |
 Cardano (ADA) | 1.41% | 1.54% | 99.89% | - |
 Disney (DIS) | 1.29% | 0.93% | 99.89% | - |
 AT&T (T) | 1.25% | 1.04% | 99.89% | - |
 BMW (BMW.DE) | 1.14% | 0.62% | 99.89% | - |
 Ethereum (ETH) | 1.12% | 2.42% | 66.85% | - |
 Chevron (CVX) | 0.95% | 0.54% | 99.89% | - |
 Realty Income (O) | 0.91% | 0.8% | 99.89% | - |
 ExxonMobil (XOM) | 0.9% | 0% | 46.26% | 3/11/2024 |
 Verizon (VZ) | 0.8% | 0.5% | 99.89% | - |
 Johnson & Johnson (JNJ) | 0.63% | 0.47% | 99.89% | - |
 Social-Investor | 0.58% | 0% | 45.72% | 3/6/2024 |
 PayPal (PYPL) | 0.56% | 0.35% | 99.89% | - |
 Take-Two (TTWO) | 0.54% | 0.57% | 99.89% | - |
 Netflix (NFLX) | 0.43% | 0.41% | 56.23% | - |
 TKO (TKO) | 0.39% | 0.64% | 71.51% | - |
 AbbVie (ABBV) | 0.39% | 0.73% | 99.89% | - |
 BYD (01211.HK) | 0.37% | 1.09% | 76.16% | - |
 Canadian Solar (CSIQ) | 0.36% | 0.12% | 99.89% | - |
 Coinbase (COIN) | 0.35% | 0.5% | 99.89% | - |
 eBay (EBAY) | 0.26% | 0% | 89.38% | 4/16/2025 |
 Under Armour (UA) | 0.22% | 0% | 74.86% | 12/2/2024 |
 Grab (GRAB) | 0.22% | 0% | 74.86% | 12/2/2024 |
 Build and Build (BNB) | 0.19% | 0% | 46.15% | 3/10/2024 |
 Lumen (LUMN) | 0.18% | 0% | 74.86% | 12/2/2024 |
 Sunrun (RUN) | 0.18% | 0.08% | 99.89% | - |
 Warner Bros Discovery (WBD) | 0.17% | 0% | 74.86% | 12/2/2024 |
 UnitedHealth (UNH) | 0.17% | 0.69% | 21.67% | - |
 Stellar (XLM) | 0.15% | 0% | 74% | 11/24/2024 |
 SPDR EURO STOXX 50 ETF (FEZ) | 0.12% | 0.89% | 15.06% | - |
 Alibaba (BABA) | 0.12% | 0.09% | 99.89% | - |
 Solana (SOL) | 0.11% | 0.99% | 20.37% | - |
 ASML (ASML) | 0.11% | 0.77% | 15.17% | - |
 AI-Revolution | 0.11% | 0% | 3.79% | 1/13/2025 |
 Etsy (ETSY) | 0.09% | 0% | 74.86% | 12/2/2024 |
 LVMH (MC.PA) | 0.08% | 0.57% | 13% | - |
 Decentraland (MANA) | 0.07% | 0% | 74.86% | 12/2/2024 |
 Energy Select Sector SPDR (XLE) | 0.06% | 0.4% | 18.2% | - |
 ApeCoin (APE) | 0.06% | 0% | 74.86% | 12/2/2024 |
 Consumer Staples Select Sector SPDR (XLP) | 0.05% | 0.36% | 15.06% | - |
 Roku (ROKU) | 0.04% | 0% | 74.86% | 12/2/2024 |
 Ferrari (RACE) | 0.04% | 0.44% | 10.51% | - |
 Logitech (LOGI) | 0.03% | 0.29% | 11.48% | - |
 Hershey (HSY) | 0.03% | 0.18% | 15.17% | - |
 Technology Select Sector SPDR (XLK) | 0.03% | 0.2% | 15.17% | - |
 NextEra (NEE) | 0.02% | 0.22% | 15.17% | - |
 Financial Select Sector SPDR (XLF) | 0.02% | 0% | 6.72% | 5/8/2025 |
 Jpmorgan Equity Premium Inco (JEPI) | 0.01% | 0.29% | 5.42% | - |
 Berkshire Hathaway (BRK.B) | 0.01% | 0% | 6.72% | 5/5/2025 |
 Prosus (PRX.NV) | 0.01% | 0% | 23.08% | 4/16/2024 |
 iShares Gold Trust (IAU) | 0% | 0% | 1.73% | 5/7/2025 |
 Meituan (03690.HK) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 ETF (SPY) | 10.95% | 9.69% |
| Vanguard S&P 500 ETF (VOO) | 7.75% | 9.37% |
| Apple (AAPL) | 5.4% | 8.4% |
| Tesla (TSLA) | 5.8% | 7.68% |
| Schwab US Dividend Equity ETF (SCHD) | 3.54% | 3.18% |
| Wesl3y | 3.77% | 3.13% |
| iShares Core High Dividend ETF (HDV) | 3.08% | 3.12% |
| Meta (META) | 1.57% | 2.87% |
| AI-Revolution | 3.16% | 2.78% |
| Alphabet (GOOG) | 1.61% | 2.31% |
| JPMorgan (JPM) | 1.29% | 2.3% |
| Coca-Cola (KO) | 1.93% | 2.02% |
| Miyoshi | 2.04% | 1.92% |
| Cardano (ADA) | 2.97% | 1.88% |
| Altria (MO) | 1.93% | 1.87% |
| Pfizer (PFE) | 3.3% | 1.84% |
| McDonald's (MCD) | 1.61% | 1.83% |
| Salesforce (CRM) | 1.29% | 1.76% |
| Microsoft (MSFT) | 1.29% | 1.75% |
| Starbucks (SBUX) | 1.93% | 1.63% |
| Amazon (AMZN) | 1.29% | 1.57% |
| IBM (IBM) | 0.97% | 1.47% |
| Mastercard (MA) | 0.97% | 1.4% |
| PepsiCo (PEP) | 1.29% | 1.26% |
| AT&T (T) | 1.61% | 1.24% |
| Disney (DIS) | 2.25% | 1.23% |
| NVIDIA (NVDA) | 1.29% | 1.14% |
| BMW (BMW.DE) | 0.97% | 0.84% |
| Chevron (CVX) | 0.97% | 0.75% |
| Realty Income (O) | 0.97% | 0.71% |
| Verizon (VZ) | 0.97% | 0.68% |
| PayPal (PYPL) | 1.94% | 0.58% |
| Take-Two (TTWO) | 0.64% | 0.53% |
| TKO (TKO) | 0.32% | 0.51% |
| Johnson & Johnson (JNJ) | 0.64% | 0.48% |
| Coinbase (COIN) | 0.64% | 0.44% |
| XRP (XRP) | 0.48% | 0.43% |
| BYD (01211.HK) | 0.32% | 0.3% |
| AbbVie (ABBV) | 0.32% | 0.3% |
| eBay (EBAY) | 0.32% | 0.29% |
| Bitcoin (BTC) | 0.32% | 0.27% |
| Canadian Solar (CSIQ) | 0.64% | 0.15% |
| Sunrun (RUN) | 0.32% | 0.1% |
| Alibaba (BABA) | 0.32% | 0.09% |