Portfolio Diversification
Range
Most Diversified
14 instruments
January 17, 2025
Least Diversified
0 instruments
December 6, 2023
Average
3.5 instruments
Most Consistent Holdings
Top 5
FNGU62.73%
VOO49.75%
META21.8%
QQQ20.13%
BTC19.8%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since June 6, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| MicroSectors FANG+ Index 3X Leveraged ETN (FNGU) | 35.38% | 0% | 62.73% | 2/1/2025 |
| Vanguard S&P 500 ETF (VOO) | 22.14% | 0% | 49.75% | 7/11/2024 |
| Meta (META) | 2.88% | 0% | 21.8% | 2/1/2025 |
 ING (INGA.NV) | 2.59% | 0% | 18.14% | 10/24/2023 |
| Invesco QQQ (QQQ) | 2.39% | 0% | 20.13% | 7/11/2024 |
 Alphabet (GOOG) | 2.11% | 0% | 13.98% | 2/1/2025 |
 Apple (AAPL) | 2.06% | 0% | 17.3% | 8/2/2024 |
| Bitcoin (BTC) | 1.65% | 0% | 19.8% | 2/1/2025 |
 Microsoft (MSFT) | 1.21% | 0% | 11.98% | 2/1/2025 |
 Nike (NKE) | 1.18% | 0% | 14.64% | 2/1/2025 |
 ASML (ASML.NV) | 1.12% | 0% | 13.14% | 2/1/2025 |
 Visa (V) | 1% | 0% | 11.98% | 2/1/2025 |
 NVIDIA (NVDA) | 0.66% | 0% | 11.31% | 2/1/2025 |
 PayPal (PYPL) | 0.47% | 0% | 8.99% | 2/1/2025 |
 iShares Core S&P Mid-Cap ETF (IJH) | 0.42% | 0% | 8.99% | 2/1/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.41% | 0% | 2.66% | 8/11/2023 |
 Wise (WISE.L) | 0.39% | 0% | 6.16% | 11/14/2024 |
 AMD (AMD) | 0.31% | 0% | 4.49% | 6/12/2024 |
 Amazon (AMZN) | 0.3% | 0% | 8.82% | 2/1/2025 |
 Ethereum (ETH) | 0.23% | 0% | 3.49% | 7/28/2023 |
 LVMH (MC.PA) | 0.22% | 0% | 11.15% | 2/1/2025 |
 Intel (INTC) | 0.14% | 0% | 2.33% | 6/12/2024 |
 HCA (HCA) | 0.12% | 0% | 2.66% | 2/1/2025 |
 McDonald's (MCD) | 0.11% | 0% | 1.66% | 7/11/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 15.15% | 16.73% |
| Meta (META) | 15.52% | 15.28% |
| Microsoft (MSFT) | 12.08% | 11.92% |
| Nike (NKE) | 10.61% | 10.4% |
| ASML (ASML.NV) | 9.72% | 9.87% |
| Visa (V) | 9.41% | 9.67% |
| PayPal (PYPL) | 5.75% | 5.34% |
| NVIDIA (NVDA) | 5.17% | 5.06% |
| iShares Core S&P Mid-Cap ETF (IJH) | 5.2% | 4.87% |
| Bitcoin (BTC) | 5.17% | 4.86% |
| Amazon (AMZN) | 3.51% | 3.43% |
| LVMH (MC.PA) | 1.86% | 2.02% |
| MicroSectors FANG+ Index 3X Leveraged ETN (FNGU) | 0.83% | 0.73% |