Portfolio Diversification
Range
Most Diversified
10 instruments
January 24, 2024
Least Diversified
9 instruments
January 2, 2023
Average
9.6 instruments
Most Consistent Holdings
Top 5
AAPL100%
META100%
MSFT100%
AMZN100%
CSCO100%
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 |
|---|---|---|---|---|
| Meta (META) | 17.64% | 20.87% | 100% | - |
| Apple (AAPL) | 10.82% | 8.57% | 100% | - |
| Microsoft (MSFT) | 10.46% | 9.62% | 100% | - |
| Amazon (AMZN) | 10.36% | 10% | 100% | - |
| Cisco (CSCO) | 9.24% | 8.23% | 100% | - |
 Altria (MO) | 8.61% | 8.02% | 100% | - |
 Bitcoin (BTC) | 8.52% | 13.28% | 100% | - |
 Johnson & Johnson (JNJ) | 7.9% | 5.58% | 100% | - |
 AT&T (T) | 6.79% | 7.32% | 100% | - |
 Ethereum (ETH) | 4.59% | 6.26% | 55.87% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 9.7% | 19.84% |
| Bitcoin (BTC) | 9.7% | 12.01% |
| Amazon (AMZN) | 9.7% | 11.11% |
| Apple (AAPL) | 9.7% | 10.73% |
| Microsoft (MSFT) | 9.7% | 9.16% |
| Ethereum (ETH) | 9.7% | 8.55% |
| Cisco (CSCO) | 9.7% | 7.95% |
| Altria (MO) | 9.7% | 7.25% |
| AT&T (T) | 9.7% | 6.21% |
| Johnson & Johnson (JNJ) | 9.7% | 5.43% |