Portfolio Diversification
Range
Most Diversified
11 instruments
April 26, 2025
Least Diversified
0 instruments
February 2, 2025
Average
5.4 instruments
Most Consistent Holdings
Top 5
BRK.B99.83%
VOO99.83%
TSLA85.57%
SBUX82.26%
NVDA59.54%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since October 24, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 61.74% | 54.02% | 99.83% | - |
| Tesla (TSLA) | 13.66% | 10.34% | 85.57% | - |
| Berkshire Hathaway (BRK.B) | 8.39% | 6.88% | 99.83% | - |
| Starbucks (SBUX) | 4.12% | 3.59% | 82.26% | - |
| NVIDIA (NVDA) | 2.41% | 9.14% | 59.54% | - |
 Nu (NU) | 1.52% | 4.16% | 35.99% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.26% | 2.34% | 12.11% | - |
 Nike (NKE) | 0.17% | 0.64% | 20.23% | - |
 Alphabet (GOOGL) | 0.12% | 0.68% | 16.75% | - |
 Novo-Nordisk (NVO) | 0.06% | 0.31% | 16.42% | - |
 BYD (01211.HK) | 0.03% | 0.3% | 9.29% | - |
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) | 53.24% | 51.14% |
| Tesla (TSLA) | 11.25% | 18.65% |
| Berkshire Hathaway (BRK.B) | 10.2% | 9.26% |
| Starbucks (SBUX) | 5.29% | 5.11% |
| Nu (NU) | 5.48% | 3.31% |
| NVIDIA (NVDA) | 1.06% | 1.12% |