Portfolio Diversification
Range
Most Diversified
34 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
25.5 instruments
Most Consistent Holdings
Top 5
AAPL99.89%
GOOG99.89%
MSFT99.89%
AMZN99.89%
PBR99.89%
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 |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 17.54% | 21.18% | 99.89% | - |
 Schwab US Dividend Equity ETF (SCHD) | 7.7% | 7.92% | 99.89% | - |
 Realty Income (O) | 6.58% | 7.9% | 99.89% | - |
| Amazon (AMZN) | 6.32% | 6.7% | 99.89% | - |
 Vanguard Real Estate ETF (VNQ) | 6.04% | 7.93% | 99.89% | - |
| Apple (AAPL) | 5.76% | 5.28% | 99.89% | - |
| Microsoft (MSFT) | 5.23% | 5.98% | 99.89% | - |
 Bitcoin (BTC) | 4.14% | 8.48% | 99.89% | - |
 Vanguard Total International Stock ETF (VXUS) | 3.9% | 6.12% | 99.89% | - |
| Alphabet (GOOG) | 3.6% | 3.48% | 99.89% | - |
 VICI Properties (VICI) | 3.58% | 0% | 86.88% | 2/18/2025 |
 Shopify (SHOP) | 3.24% | 4.17% | 99.89% | - |
 LVMH (MC.PA) | 3.16% | 2.69% | 80.66% | - |
| Petrobras (PBR) | 2.79% | 1.88% | 99.89% | - |
 RBC (RY) | 2.76% | 0% | 82.13% | 1/6/2025 |
 Ethereum (ETH) | 2.16% | 2.53% | 99.89% | - |
 Vale (VALE) | 2.08% | 1.59% | 99.89% | - |
 Enbridge (ENB) | 2.02% | 0% | 82.13% | 1/6/2025 |
 Global X SuperDividend ETF (SDIV) | 2.01% | 0% | 82.13% | 1/6/2025 |
 Meta (META) | 1.41% | 0% | 55.66% | 5/15/2024 |
 Crowdstrike (CRWD) | 1.35% | 0% | 64.82% | 8/5/2024 |
 JPMorgan (JPM) | 0.92% | 0% | 18.89% | 6/20/2023 |
 Verizon (VZ) | 0.85% | 0% | 66.52% | 8/20/2024 |
 PayPal (PYPL) | 0.7% | 0% | 89.14% | 3/10/2025 |
 Netflix (NFLX) | 0.51% | 0% | 18.89% | 6/20/2023 |
 Energy Select Sector SPDR (XLE) | 0.49% | 2.85% | 17.76% | - |
 Alibaba (BABA) | 0.48% | 0% | 55.66% | 5/15/2024 |
 Pinterest (PINS) | 0.46% | 0% | 60.07% | 6/24/2024 |
 Alerian MLP ETF (AMLP) | 0.43% | 2.71% | 17.76% | - |
 Cardano (ADA) | 0.38% | 0% | 79.41% | 12/13/2024 |
 Salesforce (CRM) | 0.34% | 0% | 18.89% | 6/20/2023 |
 Adobe (ADBE) | 0.28% | 0% | 18.89% | 6/20/2023 |
 Zoom (ZM) | 0.14% | 0% | 63.69% | 7/26/2024 |
 Palantir (PLTR) | 0.11% | 0% | 18.89% | 6/20/2023 |
 Fiverr (FVRR) | 0.11% | 0% | 55.66% | 5/15/2024 |
 Airbnb (ABNB) | 0.08% | 0% | 5.09% | 2/16/2023 |
 NVIDIA (NVDA) | 0.03% | 0.54% | 8.71% | - |
 HubSpot (HUBS) | 0.01% | 0% | 1.36% | 1/13/2023 |
 Chipotle (CMG) | 0% | 0% | 1.13% | 8/5/2024 |
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) | 18.08% | 19.71% |
| Schwab US Dividend Equity ETF (SCHD) | 8.57% | 7.87% |
| Bitcoin (BTC) | 5.12% | 7.53% |
| Amazon (AMZN) | 5.49% | 6.96% |
| Apple (AAPL) | 4.92% | 6.52% |
| Vanguard Real Estate ETF (VNQ) | 7.28% | 6.32% |
| Realty Income (O) | 7.78% | 6.02% |
| Microsoft (MSFT) | 4.24% | 4.98% |
| Vanguard Total International Stock ETF (VXUS) | 5.11% | 4.38% |
| Shopify (SHOP) | 3.53% | 4.03% |
| Alphabet (GOOG) | 2.73% | 3.56% |
| LVMH (MC.PA) | 4.82% | 3.44% |
| VICI Properties (VICI) | 3.91% | 3.27% |
| Ethereum (ETH) | 2.69% | 2.92% |
| RBC (RY) | 2.63% | 2.89% |
| Enbridge (ENB) | 2.62% | 2.52% |
| Petrobras (PBR) | 2.21% | 1.99% |
| Global X SuperDividend ETF (SDIV) | 3% | 1.96% |
| Vale (VALE) | 2.57% | 1.33% |
| PayPal (PYPL) | 1.74% | 0.97% |