Portfolio Diversification
Range
Most Diversified
36 instruments
August 17, 2023
Least Diversified
0 instruments
August 9, 2025
Average
30.7 instruments
Most Consistent Holdings
Top 5
AAPL99.9%
META99.9%
AMZN99.9%
MA99.9%
NVDA99.9%
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 |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 17.1% | 45.43% | 99.9% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 9.85% | 5.26% | 92.47% | - |
 TSMC (TSM) | 6.27% | 7.61% | 98.25% | - |
| Meta (META) | 4.26% | 0.56% | 99.9% | - |
 Berkshire Hathaway (BRK.B) | 4.12% | 3.92% | 76.8% | - |
 Alphabet (GOOG) | 3.99% | 4.53% | 98.25% | - |
| Amazon (AMZN) | 3.97% | 1.46% | 99.9% | - |
| Apple (AAPL) | 3.31% | 1.9% | 99.9% | - |
 Block Inc. (XYZ) | 2.96% | 0.28% | 99.9% | - |
 Qualcomm (QCOM) | 2.89% | 2.57% | 87.11% | - |
 Invesco QQQ (QQQ) | 2.61% | 0% | 50.52% | 5/13/2024 |
 Alibaba (BABA) | 2.55% | 0.22% | 86.91% | - |
 Nu (NU) | 2.11% | 1.69% | 99.9% | - |
 ASML (ASML) | 1.99% | 2.74% | 99.9% | - |
| NVIDIA (NVDA) | 1.97% | 1.42% | 99.9% | - |
 STMicroelectronics (STMPA.PA) | 1.9% | 0% | 82.47% | 7/31/2025 |
 Tesla (TSLA) | 1.66% | 0% | 53.81% | 7/7/2025 |
 Microsoft (MSFT) | 1.28% | 0.97% | 76.8% | - |
 Floor & Decor (FND) | 1.27% | 0.48% | 99.9% | - |
 Ecopetrol (EC) | 1.25% | 0% | 24.33% | 8/29/2023 |
 Intel (INTC) | 1.2% | 0.9% | 76.8% | - |
| Mastercard (MA) | 1.18% | 0.92% | 99.9% | - |
 Tenaris (TS) | 1.16% | 0% | 57.84% | 12/4/2024 |
 Lululemon (LULU) | 1.04% | 2.58% | 43.4% | - |
 CF Industries (CF) | 1.02% | 0% | 60.72% | 1/15/2025 |
 iShares MSCI China ETF (MCHI) | 1.02% | 0% | 67.94% | 3/12/2025 |
 Upstart (UPST) | 1% | 0% | 35.05% | 12/14/2023 |
 SQM (SQM) | 0.84% | 0.68% | 84.85% | - |
 LVMH (MC.PA) | 0.77% | 2.06% | 42.89% | - |
 Albemarle (ALB) | 0.71% | 0.48% | 80.41% | - |
 iShares MSCI India ETF (INDA) | 0.67% | 0% | 78.56% | 6/23/2025 |
 Nike (NKE) | 0.56% | 1.15% | 45.88% | - |
 ARK Innovation ETF (ARKK) | 0.54% | 0% | 43.71% | 3/8/2024 |
 Visa (V) | 0.52% | 0% | 47.01% | 4/9/2024 |
 MercadoLibre (MELI) | 0.51% | 0.33% | 99.9% | - |
 American Express (AXP) | 0.49% | 0% | 34.85% | 4/9/2024 |
 NetEase (NTES) | 0.42% | 0.68% | 63.4% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.34% | 0% | 1.65% | 1/17/2023 |
 PDD Holdings (PDD) | 0.32% | 1.56% | 20.31% | - |
 Equinor (EQNR) | 0.25% | 0% | 73.92% | 6/16/2025 |
 Petrobras (PBR) | 0.25% | 0% | 11.24% | 8/28/2023 |
 iShares Semiconductor ETF (SOXX) | 0.21% | 0% | 13.51% | 5/15/2023 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.2% | 0% | 47.22% | 4/11/2024 |
 iShares Core Dividend Growth ETF (DGRO) | 0.17% | 0% | 19.48% | 7/12/2023 |
 Logitech (LOGI) | 0.14% | 0.54% | 28.25% | - |
 PepsiCo (PEP) | 0.1% | 0.9% | 11.03% | - |
 Nestle (NESN.ZU) | 0.08% | 0.68% | 10.93% | - |
 IQVIA (IQV) | 0.08% | 0% | 41.86% | 6/17/2024 |
 Deckers (DECK) | 0.04% | 0.9% | 4.64% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 18.54% | 17.18% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 16.39% | 16.57% |
| TSMC (TSM) | 4.31% | 7.3% |
| Tesla (TSLA) | 2.99% | 5.44% |
| Berkshire Hathaway (BRK.B) | 5.73% | 5.4% |
| Alphabet (GOOG) | 4.89% | 5.39% |
| Meta (META) | 1.8% | 4.11% |
| Amazon (AMZN) | 2.67% | 3.98% |
| Apple (AAPL) | 3.13% | 3.42% |
| Lululemon (LULU) | 2.95% | 3.14% |
| Qualcomm (QCOM) | 2.98% | 2.92% |
| Alibaba (BABA) | 3.78% | 2.82% |
| NVIDIA (NVDA) | 0.94% | 2.64% |
| Nu (NU) | 2.76% | 2.13% |
| LVMH (MC.PA) | 2.61% | 1.98% |
| ASML (ASML) | 2.34% | 1.97% |
| iShares MSCI China ETF (MCHI) | 2.36% | 1.87% |
| Microsoft (MSFT) | 2.06% | 1.82% |
| STMicroelectronics (STMPA.PA) | 3.54% | 1.61% |
| Nike (NKE) | 1.99% | 1.39% |
| Mastercard (MA) | 0.94% | 0.98% |
| Intel (INTC) | 2% | 0.87% |
| CF Industries (CF) | 0.87% | 0.67% |
| Floor & Decor (FND) | 0.76% | 0.64% |
| SQM (SQM) | 1.49% | 0.64% |
| iShares MSCI India ETF (INDA) | 0.79% | 0.6% |
| Albemarle (ALB) | 1.75% | 0.6% |
| NetEase (NTES) | 0.71% | 0.53% |
| Logitech (LOGI) | 0.66% | 0.49% |
| Block Inc. (XYZ) | 0.48% | 0.38% |
| MercadoLibre (MELI) | 0.25% | 0.28% |
| Equinor (EQNR) | 0.37% | 0.23% |