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Portfolio Diversification
Range
Most Diversified
34 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
22.7 instruments
Most Consistent Holdings
Top 5
AAPL99.15%
GOOG99.15%
MSFT99.15%
AMZN99.15%
SCHD99.15%
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) | 18.84% | 23.54% | 99.15% | - |
| Schwab US Dividend Equity ETF (SCHD) | 7.54% | 7.69% | 99.15% | - |
 Realty Income (O) | 6.86% | 7.86% | 99.15% | - |
| Amazon (AMZN) | 6.44% | 6.55% | 99.15% | - |
 Vanguard Real Estate ETF (VNQ) | 6.39% | 7.62% | 99.15% | - |
| Apple (AAPL) | 5.78% | 7.12% | 99.15% | - |
| Microsoft (MSFT) | 5.4% | 5.1% | 99.15% | - |
 Bitcoin (BTC) | 4.87% | 4.39% | 99.15% | - |
 Vanguard Total International Stock ETF (VXUS) | 4.55% | 6.29% | 99.15% | - |
| Alphabet (GOOG) | 4.51% | 7.33% | 99.15% | - |
 Shopify (SHOP) | 2.82% | 0% | 86.63% | 2/10/2026 |
 VICI Properties (VICI) | 2.44% | 0% | 59.35% | 2/18/2025 |
 Ethereum (ETH) | 2.3% | 1.72% | 99.15% | - |
 LVMH (MC.PA) | 2.27% | 0% | 59.35% | 8/7/2025 |
 Petrobras (PBR) | 2.24% | 0% | 85.55% | 1/27/2026 |
 RBC (RY) | 1.88% | 0% | 56.11% | 1/6/2025 |
 Vale (VALE) | 1.64% | 0% | 81.45% | 12/4/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 1.45% | 4.31% | 43.04% | - |
 Enbridge (ENB) | 1.38% | 0% | 56.11% | 1/6/2025 |
 Global X SuperDividend ETF (SDIV) | 1.37% | 0% | 56.11% | 1/6/2025 |
 Alerian MLP ETF (AMLP) | 1.35% | 4.07% | 43.04% | - |
 Meta (META) | 0.96% | 0% | 38.02% | 5/15/2024 |
 Crowdstrike (CRWD) | 0.92% | 0% | 44.28% | 8/5/2024 |
 NVIDIA (NVDA) | 0.72% | 2.99% | 36.86% | - |
 JPMorgan (JPM) | 0.63% | 0% | 12.91% | 6/20/2023 |
 Verizon (VZ) | 0.58% | 0% | 45.44% | 8/20/2024 |
 PayPal (PYPL) | 0.48% | 0% | 60.9% | 3/10/2025 |
 Netflix (NFLX) | 0.35% | 0% | 12.91% | 6/20/2023 |
 Alibaba (BABA) | 0.33% | 0% | 38.02% | 5/15/2024 |
 Pinterest (PINS) | 0.32% | 0% | 41.04% | 6/24/2024 |
 Cardano (ADA) | 0.26% | 0% | 54.25% | 12/13/2024 |
 Mastercard (MA) | 0.23% | 1.97% | 14.76% | - |
 Salesforce (CRM) | 0.23% | 0% | 12.91% | 6/20/2023 |
 Adobe (ADBE) | 0.2% | 0% | 14.06% | 2/13/2026 |
 Brookfield (BAM) | 0.14% | 1.06% | 15.69% | - |
 Zoom (ZM) | 0.1% | 0% | 43.51% | 7/26/2024 |
 Palantir (PLTR) | 0.08% | 0% | 12.91% | 6/20/2023 |
 Fiverr (FVRR) | 0.07% | 0% | 38.02% | 5/15/2024 |
 Airbnb (ABNB) | 0.05% | 0% | 3.48% | 2/16/2023 |
 Genius Sports (GENI) | 0.01% | 0.39% | 11.21% | - |
 HubSpot (HUBS) | 0.01% | 0% | 0.93% | 1/13/2023 |
 Chipotle (CMG) | 0% | 0% | 2.55% | 12/3/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 20.26% | 22.06% |
| Alphabet (GOOG) | 4.58% | 7.39% |
| Realty Income (O) | 9.64% | 7.37% |
| Vanguard Real Estate ETF (VNQ) | 9.02% | 7.06% |
| Schwab US Dividend Equity ETF (SCHD) | 8.34% | 6.99% |
| Amazon (AMZN) | 6.13% | 6.99% |
| Bitcoin (BTC) | 5.56% | 6.49% |
| Apple (AAPL) | 5.07% | 6.36% |
| Microsoft (MSFT) | 5.74% | 6.21% |
| Vanguard Total International Stock ETF (VXUS) | 6% | 5.98% |
| Alerian MLP ETF (AMLP) | 4.46% | 3.37% |
| State Street Energy Select Sector SPDR ETF (XLE) | 4.16% | 3.35% |
| Shopify (SHOP) | 2.44% | 3.13% |
| Ethereum (ETH) | 3.29% | 2.79% |
| NVIDIA (NVDA) | 2.53% | 2.35% |
| Petrobras (PBR) | 2.58% | 1.95% |
| Brookfield (BAM) | 0.2% | 0.16% |
Cash & Instruments Over Time
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