Portfolio Diversification
Range
Most Diversified
10 instruments
January 1, 2024
Least Diversified
4 instruments
January 1, 2022
Average
6.9 instruments
Most Consistent Holdings
Top 5
AAPL100%
VOO100%
BTC76.6%
ETH75.75%
SCHD73.59%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 55.17% | 35.27% | 100% | - |
| Bitcoin (BTC) | 19.18% | 5.6% | 76.6% | - |
| Apple (AAPL) | 10.53% | 6.5% | 100% | - |
| Ethereum (ETH) | 6.93% | 14.87% | 75.75% | - |
| Schwab US Dividend Equity ETF (SCHD) | 4.27% | 9.58% | 73.59% | - |
 Cronos (CRO) | 1.46% | 13.45% | 21.93% | - |
 Meta (META) | 0.22% | 0% | 60.54% | 3/25/2024 |
 Palantir (PLTR) | 0.16% | 0% | 60.54% | 3/25/2024 |
 Invesco QQQ (QQQ) | 0.15% | 2.68% | 10.89% | - |
 Amazon (AMZN) | 0.13% | 0.75% | 57.68% | - |
 Polygon Ecosystem (ex Matic) (POL) | 0.07% | 0% | 23.55% | 11/3/2024 |
 Avalanche (AVAX) | 0.01% | 0% | 25.02% | 11/3/2024 |
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) | 39.67% | 35.95% |
| Bitcoin (BTC) | 8.65% | 25.94% |
| Ethereum (ETH) | 19.43% | 16.19% |
| Schwab US Dividend Equity ETF (SCHD) | 12.91% | 8.94% |
| Cronos (CRO) | 14.03% | 7.14% |
| Apple (AAPL) | 5.31% | 5.86% |