Portfolio Diversification
Range
Most Diversified
24 instruments
October 17, 2024
Least Diversified
0 instruments
February 2, 2025
Average
15.8 instruments
Most Consistent Holdings
Top 5
GOOG99.89%
AMZN99.89%
QQQ99.89%
VOO99.89%
NVDA95.22%
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 |
|---|---|---|---|---|
| Invesco QQQ (QQQ) | 10.8% | 2.31% | 99.89% | - |
| Vanguard S&P 500 ETF (VOO) | 9.26% | 1.08% | 99.89% | - |
| NVIDIA (NVDA) | 8.72% | 4.11% | 95.22% | - |
 TSMC (TSM) | 7.06% | 35.87% | 73.41% | - |
| Alphabet (GOOG) | 6.39% | 1.35% | 99.89% | - |
 ASML (ASML.NV) | 6.38% | 16.72% | 28.25% | - |
| Amazon (AMZN) | 5.58% | 0.69% | 99.89% | - |
 Microsoft (MSFT) | 5.49% | 1.67% | 81.09% | - |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 4.76% | 0% | 34.82% | 6/4/2025 |
 Occidental (OXY) | 3.92% | 3.94% | 52.95% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 3.79% | 0% | 45.61% | 10/18/2024 |
 Tesla (TSLA) | 3.4% | 0% | 48.94% | 5/23/2025 |
 Lockheed Martin (LMT) | 3.35% | 0.66% | 81.09% | - |
 Chevron (CVX) | 2.85% | 0% | 75.31% | 5/7/2025 |
 Apple (AAPL) | 2.35% | 0.87% | 75.08% | - |
 Chubb (CB) | 2.27% | 4.58% | 39.27% | - |
 Intel (INTC) | 2.23% | 1.98% | 58.18% | - |
 Coca-Cola (KO) | 2.12% | 0% | 75.31% | 5/7/2025 |
 BAT (BATS.L) | 1.92% | 0% | 71.52% | 5/7/2025 |
 Maersk (MAERSKB.CO) | 1.83% | 0% | 53.62% | 5/8/2025 |
 Pilbara Minerals (PLS.ASX) | 1.33% | 0% | 52.84% | 5/8/2025 |
 Berkshire Hathaway (BRK.B) | 0.8% | 12.43% | 5.78% | - |
 Micron (MU) | 0.68% | 0.81% | 43.49% | - |
 Sinopec (0386.HK) | 0.3% | 0% | 18.58% | 12/11/2023 |
 AMC (AMC) | 0.21% | 0% | 26.25% | 1/7/2025 |
 Svitzer (SVITZR.CO) | 0.05% | 0% | 41.05% | 5/7/2025 |
 XRP (XRP) | 0.05% | 0% | 1.78% | 12/10/2023 |
 Dogecoin (DOGE) | 0.03% | 0% | 1.78% | 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% |