Portfolio Diversification
Range
Most Diversified
11 instruments
April 26, 2025
Least Diversified
0 instruments
February 2, 2025
Average
5.9 instruments
Most Consistent Holdings
Top 5
BRK.B99.85%
VOO99.85%
TSLA86.92%
SBUX83.91%
NVDA63.31%
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) | 60.94% | 41.05% | 99.85% | - |
| Tesla (TSLA) | 13.29% | 7.26% | 86.92% | - |
| Berkshire Hathaway (BRK.B) | 8.2% | 6.02% | 99.85% | - |
| Starbucks (SBUX) | 4.06% | 3.22% | 83.91% | - |
| NVIDIA (NVDA) | 3.11% | 10.2% | 63.31% | - |
 Nu (NU) | 1.77% | 4.6% | 41.95% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.46% | 2.33% | 20.3% | - |
 Nike (NKE) | 0.22% | 0.76% | 27.67% | - |
 Alphabet (GOOGL) | 0.18% | 0.72% | 24.51% | - |
 Novo-Nordisk (NVO) | 0.08% | 0.21% | 24.21% | - |
 BYD (01211.HK) | 0.06% | 0.3% | 17.59% | - |
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% |