Portfolio Diversification
Range
Most Diversified
27 instruments
December 18, 2024
Least Diversified
0 instruments
February 2, 2025
Average
20.1 instruments
Most Consistent Holdings
Top 5
AAPL99.89%
GOOG99.89%
META99.89%
AMZN99.89%
MA99.89%
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 |
|---|---|---|---|---|
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 22.06% | 19.59% | 99.89% | - |
 Vanguard Total Stock Market ETF (VTI) | 12.16% | 10.07% | 99.89% | - |
 iShares Global REIT ETF (REET) | 11.25% | 4.14% | 99.89% | - |
 Invesco QQQ (QQQ) | 5.24% | 4.82% | 99.89% | - |
 SPDR S&P 500 ETF (SPY) | 4.72% | 7.9% | 99.89% | - |
 Netflix (NFLX) | 4.67% | 4.41% | 99.89% | - |
| Meta (META) | 4.5% | 3.2% | 99.89% | - |
 Vanguard Communication Services ETF (VOX) | 4.47% | 4.31% | 99.89% | - |
 Bitcoin (BTC) | 3.87% | 4.01% | 99.89% | - |
| Amazon (AMZN) | 3.85% | 2.08% | 99.89% | - |
| Mastercard (MA) | 2.62% | 2.18% | 99.89% | - |
 Vanguard Information Technology (VGT) | 2.5% | 2.01% | 99.89% | - |
| Apple (AAPL) | 2.44% | 1.62% | 99.89% | - |
 iShares Core S&P 500 ETF (IVV) | 2.35% | 1.78% | 99.89% | - |
 Vanguard S&P 500 ETF (VOO) | 2.35% | 1.78% | 99.89% | - |
| Alphabet (GOOG) | 2.3% | 1.75% | 99.89% | - |
 iShares MSCI China ETF (MCHI) | 2.28% | 2.23% | 99.89% | - |
 Affirm (AFRM) | 1.38% | 3.22% | 55.13% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 0.71% | 3.3% | 19.48% | - |
 Consumer Staples Select Sector SPDR (XLP) | 0.71% | 3.52% | 19.36% | - |
 Vanguard Total World Stock ETF (VT.US) | 0.69% | 3.52% | 19.48% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.69% | 3.27% | 19.48% | - |
 iShares Bitcoin Trust (IBIT) | 0.42% | 1.29% | 34.51% | - |
 Tutor Perini (TPC) | 0.38% | 1.51% | 34.51% | - |
 iShares US Aerospace & Defense ETF (ITA) | 0.3% | 0.91% | 34.4% | - |
 Intel (INTC) | 0.29% | 0.67% | 34.51% | - |
 VanEck Vectors Oil Services ETF (OIH) | 0.25% | 0.53% | 34.51% | - |
 Snapchat (SNAP) | 0.06% | 0% | 5.81% | 9/26/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 17.58% | 19.83% |
| Vanguard Total Stock Market ETF (VTI) | 10.47% | 10.41% |
| SPDR S&P 500 ETF (SPY) | 9.15% | 8.14% |
| Invesco QQQ (QQQ) | 5.05% | 4.89% |
| Vanguard Communication Services ETF (VOX) | 4.68% | 4.29% |
| iShares Global REIT ETF (REET) | 5.31% | 4.18% |
| Bitcoin (BTC) | 1.87% | 3.78% |
| Consumer Staples Select Sector SPDR (XLP) | 4.81% | 3.57% |
| The Health Care Select Sector SPDR Fund (XLV) | 4.68% | 3.56% |
| Schwab US Dividend Equity ETF (SCHD) | 4.68% | 3.54% |
| Affirm (AFRM) | 2.41% | 3.5% |
| Vanguard Total World Stock ETF (VT.US) | 4.68% | 3.47% |
| Netflix (NFLX) | 1.87% | 3.34% |
| Meta (META) | 1.87% | 2.82% |
| Amazon (AMZN) | 1.87% | 2.25% |
| Vanguard Information Technology (VGT) | 1.87% | 2.1% |
| Apple (AAPL) | 1.87% | 2.09% |
| Mastercard (MA) | 1.87% | 2.05% |
| Alphabet (GOOG) | 1.87% | 2.01% |
| iShares MSCI China ETF (MCHI) | 2.81% | 2% |
| Vanguard S&P 500 ETF (VOO) | 1.87% | 1.84% |
| iShares Core S&P 500 ETF (IVV) | 1.87% | 1.84% |
| iShares Bitcoin Trust (IBIT) | 0.94% | 1.22% |
| Tutor Perini (TPC) | 0.94% | 0.95% |
| iShares US Aerospace & Defense ETF (ITA) | 0.94% | 0.76% |
| Intel (INTC) | 0.94% | 0.71% |
| VanEck Vectors Oil Services ETF (OIH) | 0.94% | 0.66% |