Portfolio Diversification
Range
Most Diversified
34 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
24.9 instruments
Most Consistent Holdings
Top 5
AAPL99.9%
GOOG99.9%
MSFT99.9%
AMZN99.9%
PBR99.9%
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) | 17.82% | 21.25% | 99.9% | - |
 Schwab US Dividend Equity ETF (SCHD) | 7.69% | 7.41% | 99.9% | - |
 Realty Income (O) | 6.66% | 7.59% | 99.9% | - |
| Amazon (AMZN) | 6.36% | 7.1% | 99.9% | - |
 Vanguard Real Estate ETF (VNQ) | 6.16% | 7.34% | 99.9% | - |
| Apple (AAPL) | 5.73% | 5.55% | 99.9% | - |
| Microsoft (MSFT) | 5.31% | 6.59% | 99.9% | - |
 Bitcoin (BTC) | 4.51% | 8.39% | 99.9% | - |
 Vanguard Total International Stock ETF (VXUS) | 4.06% | 5.85% | 99.9% | - |
| Alphabet (GOOG) | 3.62% | 4.88% | 99.9% | - |
 Shopify (SHOP) | 3.3% | 2.87% | 99.9% | - |
 VICI Properties (VICI) | 3.3% | 0% | 80.08% | 2/18/2025 |
 LVMH (MC.PA) | 3.06% | 0% | 80.08% | 8/7/2025 |
| Petrobras (PBR) | 2.72% | 1.84% | 99.9% | - |
 RBC (RY) | 2.54% | 0% | 75.7% | 1/6/2025 |
 Ethereum (ETH) | 2.24% | 4.23% | 99.9% | - |
 Vale (VALE) | 2.04% | 1.56% | 99.9% | - |
 Enbridge (ENB) | 1.86% | 0% | 75.7% | 1/6/2025 |
 Global X SuperDividend ETF (SDIV) | 1.85% | 0% | 75.7% | 1/6/2025 |
 Meta (META) | 1.3% | 0% | 51.3% | 5/15/2024 |
 Crowdstrike (CRWD) | 1.25% | 0% | 59.75% | 8/5/2024 |
 JPMorgan (JPM) | 0.85% | 0% | 17.41% | 6/20/2023 |
 Verizon (VZ) | 0.79% | 0% | 61.31% | 8/20/2024 |
 Energy Select Sector SPDR (XLE) | 0.67% | 3.07% | 24.19% | - |
 PayPal (PYPL) | 0.65% | 0% | 82.17% | 3/10/2025 |
 Alerian MLP ETF (AMLP) | 0.61% | 2.75% | 24.19% | - |
 Netflix (NFLX) | 0.47% | 0% | 17.41% | 6/20/2023 |
 Alibaba (BABA) | 0.45% | 0% | 51.3% | 5/15/2024 |
 Pinterest (PINS) | 0.43% | 0% | 55.37% | 6/24/2024 |
 Cardano (ADA) | 0.35% | 0% | 73.2% | 12/13/2024 |
 Salesforce (CRM) | 0.31% | 0% | 17.41% | 6/20/2023 |
 Adobe (ADBE) | 0.26% | 0% | 17.41% | 6/20/2023 |
 Zoom (ZM) | 0.13% | 0% | 58.71% | 7/26/2024 |
 NVIDIA (NVDA) | 0.11% | 1.75% | 15.85% | - |
 Palantir (PLTR) | 0.11% | 0% | 17.41% | 6/20/2023 |
 Fiverr (FVRR) | 0.1% | 0% | 51.3% | 5/15/2024 |
 Airbnb (ABNB) | 0.07% | 0% | 4.69% | 2/16/2023 |
 HubSpot (HUBS) | 0.01% | 0% | 1.25% | 1/13/2023 |
 Chipotle (CMG) | 0% | 0% | 1.04% | 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% |