Portfolio Diversification
Range
Most Diversified
5 instruments
October 15, 2024
Least Diversified
1 instruments
May 23, 2023
Average
2.2 instruments
Most Consistent Holdings
Top 5
AMZN100%
MRK38.39%
TTWO24.58%
NVDA12.85%
SMH12.69%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 33.42% | 3.87% | 100% | - |
| Merck (MRK) | 28.89% | 0% | 38.39% | 5/22/2023 |
| Take-Two (TTWO) | 14.86% | 0% | 24.58% | 10/25/2024 |
| NVIDIA (NVDA) | 9.83% | 49.33% | 12.85% | - |
 Vanguard S&P 500 ETF (VOO) | 6.83% | 0% | 12.21% | 1/29/2025 |
| VanEck Vectors Semiconductor ETF (SMH) | 3.17% | 0% | 12.69% | 1/23/2025 |
 Oracle (ORCL) | 1.41% | 0% | 11.17% | 6/12/2025 |
 Zegona (ZEG.L) | 0.68% | 36.69% | 2.87% | - |
 Boeing (BA) | 0.17% | 0% | 1.68% | 7/3/2025 |
 Tesla (TSLA) | 0.11% | 10.15% | 1.04% | - |
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) | 76.56% | 75.36% |
| VanEck Vectors Semiconductor ETF (SMH) | 16.72% | 16.36% |
| Amazon (AMZN) | 6.42% | 7.98% |