Portfolio Diversification
Range
Most Diversified
27 instruments
December 18, 2024
Least Diversified
0 instruments
February 2, 2025
Average
18.9 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
GOOG99.87%
META99.87%
AMZN99.87%
MA99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 22.51% | 0% | 99.87% | 2/1/2025 |
 Vanguard Total Stock Market ETF (VTI) | 12.48% | 0% | 99.87% | 2/1/2025 |
 iShares Global REIT ETF (REET) | 12.41% | 0% | 99.87% | 2/1/2025 |
 Invesco QQQ (QQQ) | 5.31% | 0% | 99.87% | 2/1/2025 |
 Netflix (NFLX) | 4.79% | 0% | 99.87% | 2/1/2025 |
| Meta (META) | 4.75% | 0% | 99.87% | 2/1/2025 |
 Vanguard Communication Services ETF (VOX) | 4.49% | 0% | 99.87% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 4.17% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 4.15% | 0% | 99.87% | 2/1/2025 |
 Bitcoin (BTC) | 3.88% | 0% | 99.87% | 2/1/2025 |
| Mastercard (MA) | 2.69% | 0% | 99.87% | 2/1/2025 |
 Vanguard Information Technology (VGT) | 2.59% | 0% | 99.87% | 2/1/2025 |
| Apple (AAPL) | 2.55% | 0% | 99.87% | 2/1/2025 |
 iShares Core S&P 500 ETF (IVV) | 2.44% | 0% | 99.87% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 2.44% | 0% | 99.87% | 2/1/2025 |
| Alphabet (GOOG) | 2.38% | 0% | 99.87% | 2/1/2025 |
 iShares MSCI China ETF (MCHI) | 2.28% | 0% | 99.87% | 2/1/2025 |
 Affirm (AFRM) | 1.1% | 0% | 47.68% | 2/1/2025 |
 iShares Bitcoin Trust (IBIT) | 0.28% | 0% | 23.64% | 2/1/2025 |
 Tutor Perini (TPC) | 0.27% | 0% | 23.64% | 2/1/2025 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.22% | 0% | 6.11% | 2/1/2025 |
 iShares US Aerospace & Defense ETF (ITA) | 0.22% | 0% | 23.51% | 2/1/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.21% | 0% | 6.11% | 2/1/2025 |
 Intel (INTC) | 0.21% | 0% | 23.64% | 2/1/2025 |
 Vanguard Total World Stock ETF (VT.US) | 0.21% | 0% | 6.11% | 2/1/2025 |
 Consumer Staples Select Sector SPDR (XLP) | 0.21% | 0% | 5.98% | 2/1/2025 |
 VanEck Vectors Oil Services ETF (OIH) | 0.19% | 0% | 23.64% | 2/1/2025 |
 Snapchat (SNAP) | 0.07% | 0% | 6.77% | 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% |