Portfolio Diversification
Range
Most Diversified
9 instruments
December 21, 2024
Least Diversified
0 instruments
November 14, 2024
Average
7.7 instruments
Most Consistent Holdings
Top 5
MSFT86.5%
TGT86.5%
VOO86.5%
MCHP86.5%
SOXX86.5%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since November 14, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 17.38% | 20.14% | 86.5% | - |
 Domino's (DPZ) | 15.03% | 0% | 84.66% | 4/22/2025 |
| Microsoft (MSFT) | 12.75% | 14.87% | 86.5% | - |
 Eli Lilly (LLY) | 8.72% | 0% | 84.05% | 4/21/2025 |
| Target (TGT) | 8.47% | 8.21% | 86.5% | - |
| iShares Semiconductor ETF (SOXX) | 6.36% | 6.93% | 86.5% | - |
 Amazon (AMZN) | 6.22% | 7.56% | 77.3% | - |
| Microchip (MCHP) | 5.95% | 6.46% | 86.5% | - |
 Global X U.S. Infrastructure Development ETF (PAVE) | 4.02% | 4.69% | 86.5% | - |
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) | 19.89% | 20.09% |
| Domino's (DPZ) | 17.41% | 16.36% |
| Microsoft (MSFT) | 14.93% | 15.06% |
| Target (TGT) | 9.95% | 10.82% |
| Eli Lilly (LLY) | 9.95% | 9.77% |
| Amazon (AMZN) | 7.87% | 8.26% |
| iShares Semiconductor ETF (SOXX) | 7.46% | 7.58% |
| Microchip (MCHP) | 7.46% | 7.31% |
| Global X U.S. Infrastructure Development ETF (PAVE) | 4.97% | 4.64% |