Portfolio Diversification
Range
Most Diversified
24 instruments
October 17, 2024
Least Diversified
0 instruments
February 2, 2025
Average
15.7 instruments
Most Consistent Holdings
Top 5
GOOG99.88%
AMZN99.88%
QQQ99.88%
VOO99.88%
NVDA94.81%
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 |
|---|---|---|---|---|
| Invesco QQQ (QQQ) | 11.5% | 2.7% | 99.88% | - |
| Vanguard S&P 500 ETF (VOO) | 9.94% | 1.33% | 99.88% | - |
| NVIDIA (NVDA) | 9.12% | 3.82% | 94.81% | - |
| Alphabet (GOOG) | 6.8% | 1.67% | 99.88% | - |
| Amazon (AMZN) | 5.99% | 0.78% | 99.88% | - |
 Microsoft (MSFT) | 5.81% | 1.78% | 79.49% | - |
 ASML (ASML.NV) | 5.36% | 19.71% | 22.2% | - |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 4.88% | 7.57% | 34.14% | - |
 TSMC (TSM) | 4.66% | 34.39% | 71.17% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 4.11% | 0% | 49.46% | 10/18/2024 |
 Occidental (OXY) | 3.86% | 5.29% | 48.97% | - |
 Lockheed Martin (LMT) | 3.56% | 0.96% | 79.49% | - |
 Tesla (TSLA) | 3.53% | 3.57% | 48.97% | - |
 Chevron (CVX) | 3.07% | 0.71% | 79.49% | - |
 Apple (AAPL) | 2.45% | 1.23% | 72.98% | - |
 Coca-Cola (KO) | 2.29% | 0.75% | 79.49% | - |
 Intel (INTC) | 2.24% | 2.38% | 54.64% | - |
 BAT (BATS.L) | 2.07% | 0.67% | 75.39% | - |
 Chubb (CB) | 2% | 6.61% | 34.14% | - |
 Maersk (MAERSKB.CO) | 1.96% | 1.33% | 55.85% | - |
 Pilbara Minerals (PLS.ASX) | 1.42% | 1.02% | 55.01% | - |
 Micron (MU) | 0.68% | 0.64% | 38.72% | - |
 Sinopec (0386.HK) | 0.33% | 0% | 20.14% | 12/11/2023 |
 AMC (AMC) | 0.23% | 0% | 28.47% | 1/7/2025 |
 Svitzer (SVITZR.CO) | 0.05% | 0.07% | 42.34% | - |
 XRP (XRP) | 0.05% | 0% | 1.93% | 12/10/2023 |
 Dogecoin (DOGE) | 0.03% | 0% | 1.93% | 12/10/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| ASML (ASML.NV) | 24.97% | 24.75% |
| Vanguard Short-Term Treasury Index Fund (VGSH) | 18.49% | 17.24% |
| Occidental (OXY) | 9.38% | 7.73% |
| Chubb (CB) | 8.12% | 7.51% |
| Tesla (TSLA) | 3.24% | 7.01% |
| TSMC (TSM) | 5.63% | 6.54% |
| NVIDIA (NVDA) | 5.08% | 5.93% |
| Invesco QQQ (QQQ) | 3.09% | 3.64% |
| Intel (INTC) | 4.32% | 2.96% |
| Alphabet (GOOG) | 1.83% | 2.43% |
| Microsoft (MSFT) | 2.17% | 2.4% |
| Apple (AAPL) | 1.35% | 1.83% |
| Pilbara Minerals (PLS.ASX) | 2.65% | 1.81% |
| Maersk (MAERSKB.CO) | 1.91% | 1.74% |
| Vanguard S&P 500 ETF (VOO) | 1.4% | 1.74% |
| Lockheed Martin (LMT) | 1.18% | 1.18% |
| Amazon (AMZN) | 0.71% | 1.16% |
| Micron (MU) | 1.47% | 0.92% |
| Chevron (CVX) | 0.99% | 0.87% |
| Coca-Cola (KO) | 0.71% | 0.75% |
| BAT (BATS.L) | 0.71% | 0.71% |
| AMC (AMC) | 0.59% | 0.35% |
| Svitzer (SVITZR.CO) | 0% | 0.06% |