Portfolio Diversification
Range
Most Diversified
63 instruments
April 4, 2024
Least Diversified
0 instruments
November 3, 2023
Average
30.2 instruments
Most Consistent Holdings
Top 5
TSM99.11%
INTC98.21%
NVDA98.21%
VOO98.21%
MSFT93%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 3, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 19.93% | 21.36% | 98.21% | - |
| TSMC (TSM) | 12.67% | 9.54% | 99.11% | - |
| NVIDIA (NVDA) | 5.54% | 8.9% | 98.21% | - |
 Berkshire Hathaway (BRK.B) | 5.04% | 7.63% | 87.93% | - |
 iShares MSCI China ETF (MCHI) | 4.68% | 9.9% | 91.95% | - |
| Intel (INTC) | 4.43% | 1.8% | 98.21% | - |
 Alibaba (BABA) | 4.28% | 9.35% | 87.93% | - |
| Microsoft (MSFT) | 3.57% | 4.82% | 93% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 3.24% | 0% | 59.61% | 2/24/2025 |
 Nu (NU) | 2.97% | 0% | 73.32% | 5/14/2025 |
 Alphabet (GOOG) | 2.89% | 6.96% | 77.79% | - |
 PDD Holdings (PDD) | 1.88% | 0% | 68.85% | 7/29/2025 |
 Apple (AAPL) | 1.81% | 0.42% | 64.83% | - |
 Bitcoin (BTC) | 1.29% | 4.16% | 80.77% | - |
 Vanguard Total International Stock ETF (VXUS) | 1.1% | 0% | 43.52% | 11/22/2024 |
 iShares MSCI India ETF (INDA) | 0.99% | 0% | 58.87% | 7/10/2025 |
 triangulacapital | 0.86% | 0% | 51.71% | 12/20/2024 |
 iShares Core S&P Small-Cap ETF (IJR) | 0.79% | 0% | 18.03% | 1/23/2025 |
 ASML (ASML) | 0.78% | 1.06% | 42.77% | - |
 ExxonMobil (XOM) | 0.7% | 0% | 49.63% | 11/26/2024 |
 Cenovus (CVE) | 0.7% | 0% | 42.77% | 11/7/2024 |
 NetEase (NTES) | 0.67% | 0% | 47.09% | 11/22/2024 |
 AerCap (AER) | 0.63% | 0% | 46.5% | 12/2/2024 |
 Invesco China Technology ETF (CQQQ) | 0.58% | 0% | 37.85% | 9/17/2024 |
 GE (GE) | 0.55% | 0% | 50.82% | 2/24/2025 |
 Bancolombia (CIB) | 0.46% | 0% | 41.58% | 11/8/2024 |
 Delta (DAL) | 0.34% | 0% | 39.34% | 12/6/2024 |
 JPMorgan (JPM) | 0.31% | 0% | 48.29% | 11/27/2024 |
 iShares Core Growth Allocation ETF (AOR) | 0.31% | 0% | 13.86% | 12/30/2024 |
 Airbus (AIR.PA) | 0.31% | 0% | 42.03% | 11/12/2024 |
 Visa (V) | 0.3% | 0% | 28.46% | 9/13/2024 |
 Canon (CAJPY) | 0.3% | 0% | 40.39% | 10/31/2024 |
 Bank of America (BAC) | 0.27% | 0% | 28.61% | 9/24/2024 |
 Boeing (BA) | 0.27% | 0% | 33.23% | 9/13/2024 |
 Abbott (ABT) | 0.26% | 0% | 38.15% | 10/30/2024 |
 UnitedHealth (UNH) | 0.24% | 1.18% | 41.28% | - |
 Agree Realty (ADC) | 0.24% | 0% | 41.73% | 12/2/2024 |
 Futu (FUTU) | 0.23% | 0% | 36.81% | 11/22/2024 |
 Petrobras (PBR) | 0.22% | 0% | 41.28% | 10/28/2024 |
 Stellantis (STLA.US) | 0.22% | 0% | 39.79% | 10/21/2024 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.21% | 0% | 7.45% | 2/14/2024 |
 Lockheed Martin (LMT) | 0.2% | 0% | 36.81% | 11/22/2024 |
 3M (MMM) | 0.19% | 0% | 26.97% | 9/13/2024 |
 Realty Income (O) | 0.19% | 0% | 38% | 11/7/2024 |
 STMicroelectronics (STM.US) | 0.18% | 0% | 36.21% | 9/23/2024 |
 Pfizer (PFE) | 0.17% | 0% | 11.18% | 7/29/2025 |
 Ecopetrol (EC) | 0.16% | 0% | 30.1% | 8/13/2024 |
 Sony (SONY) | 0.16% | 0% | 34.13% | 11/1/2024 |
 Ethereum (ETH) | 0.16% | 0.19% | 33.68% | - |
 Amazon (AMZN) | 0.15% | 0.64% | 29.06% | - |
 Novo-Nordisk (NVO) | 0.13% | 2.04% | 10.88% | - |
 Vanguard Total Bond Market ETF (BND) | 0.13% | 0% | 6.71% | 2/9/2024 |
 Meta (META) | 0.13% | 0.41% | 29.21% | - |
 Deere (DE) | 0.12% | 0% | 26.68% | 9/11/2024 |
 LVMH (MC.PA) | 0.12% | 0% | 34.72% | 11/8/2024 |
 Coca-Cola (KO) | 0.12% | 0% | 40.24% | 10/31/2024 |
 ABB (ABBNY) | 0.11% | 0% | 34.87% | 9/23/2024 |
 Take-Two (TTWO) | 0.1% | 1.06% | 15.2% | - |
 Wipro (WIT) | 0.1% | 0% | 34.43% | 9/11/2024 |
 CVS Health (CVS) | 0.1% | 0% | 28.61% | 9/24/2024 |
 Curis (CRIS) | 0.09% | 0% | 32.04% | 9/13/2024 |
 Nike (NKE) | 0.09% | 1.01% | 11.92% | - |
 VICI Properties (VICI) | 0.08% | 0% | 29.06% | 8/16/2024 |
 Disney (DIS) | 0.08% | 0% | 19.82% | 8/8/2024 |
 Asensus (ASXC) | 0.07% | 0% | 25.93% | 8/8/2024 |
 VBI Vaccines (VBIVQ) | 0.06% | 0% | 24.59% | 7/30/2024 |
 MGM (MGM) | 0.06% | 0% | 26.83% | 9/12/2024 |
 Eli Lilly (LLY) | 0.05% | 1.17% | 4.32% | - |
 ZTO Express (ZTO) | 0.05% | 0% | 22.35% | 8/13/2024 |
 Invesco QQQ (QQQ) | 0.04% | 0% | 4.77% | 2/23/2024 |
 MercadoLibre (MELI) | 0.03% | 1.04% | 2.68% | - |
 Utilities Select Sector SPDR (XLU) | 0.03% | 0.98% | 2.53% | - |
 Ulta (ULTA) | 0.03% | 0% | 6.41% | 11/8/2024 |
 Lululemon (LULU) | 0.02% | 0.85% | 2.24% | - |
 Salesforce (CRM) | 0.02% | 1.03% | 2.38% | - |
 Cardano (ADA) | 0.02% | 0% | 8.05% | 4/25/2024 |
 Uber (UBER) | 0.01% | 0.59% | 2.38% | - |
 Sangamo (SGMO) | 0.01% | 0% | 1.79% | 2/21/2024 |
 iShares Core High Dividend ETF (HDV) | 0.01% | 0% | 1.19% | 2/9/2024 |
 NextEra (NEE) | 0.01% | 0% | 1.04% | 8/28/2025 |
 Tesla (TSLA) | 0.01% | 0% | 1.34% | 12/26/2024 |
 SPDR Gold (GLD) | 0.01% | 1.04% | 1.49% | - |
 GE Vernova (GEV) | 0% | 0% | 3.43% | 9/4/2025 |
 Palo Alto Networks (PANW) | 0% | 0.21% | 1.49% | - |
 Global X Robotics & Artifici (BOTZ) | 0% | 0.2% | 1.34% | - |
 Solventum (SOLV) | 0% | 0% | 3.43% | 4/25/2024 |
 MicroStrategy (MSTR) | 0% | 0% | 0.6% | 11/26/2024 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0% | 0% | 0.89% | 9/1/2025 |
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) | 23.99% | 24.99% |
| TSMC (TSM) | 8% | 12.14% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 8% | 7.53% |
| iShares Core S&P Small-Cap ETF (IJR) | 8% | 7.1% |
| Berkshire Hathaway (BRK.B) | 6% | 6% |
| NVIDIA (NVDA) | 4% | 5.87% |
| iShares MSCI China ETF (MCHI) | 6% | 5.84% |
| Nu (NU) | 6% | 4.65% |
| Alibaba (BABA) | 4% | 4.21% |
| PDD Holdings (PDD) | 4% | 3.17% |
| Intel (INTC) | 6% | 2.76% |
| Apple (AAPL) | 2% | 2.46% |