Portfolio Diversification
Range
Most Diversified
36 instruments
June 29, 2024
Least Diversified
3 instruments
January 10, 2023
Average
27.6 instruments
Most Consistent Holdings
Top 5
META100%
TSLA100%
VOO100%
MSFT99.9%
TSM99.7%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 10, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 49.17% | 39.11% | 100% | - |
 Invesco QQQ (QQQ) | 6.63% | 3.54% | 98.31% | - |
 Apple (AAPL) | 3.32% | 2.17% | 95.23% | - |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 3.18% | 20.99% | 23.76% | - |
| Microsoft (MSFT) | 3.05% | 1.73% | 99.9% | - |
| Meta (META) | 2.68% | 1.76% | 100% | - |
| TSMC (TSM) | 2.45% | 2.11% | 99.7% | - |
 Alphabet (GOOGL) | 2.42% | 2.78% | 92.54% | - |
 MercadoLibre (MELI) | 2.29% | 1.61% | 92.54% | - |
 LVMH (MC.PA) | 2.23% | 1.75% | 92.54% | - |
| Tesla (TSLA) | 2.02% | 1.95% | 100% | - |
 ASML (ASML.NV) | 2% | 2.29% | 90.16% | - |
 Visa (V) | 1.45% | 1.13% | 89.46% | - |
 Johnson & Johnson (JNJ) | 1.39% | 0% | 87.97% | 6/25/2025 |
 iShares MSCI China ETF (MCHI) | 1.37% | 1.54% | 74.85% | - |
 Amazon (AMZN) | 1.25% | 0.68% | 91.65% | - |
 Daqo New Energy (DQ) | 1.09% | 0% | 83.5% | 6/25/2025 |
 Tencent (0700.HK) | 1.07% | 0.93% | 89.86% | - |
 Prologis (PLD) | 1% | 0.63% | 86.78% | - |
 Chubb (CB) | 0.88% | 0.59% | 88.77% | - |
 Alibaba (BABA) | 0.77% | 0.67% | 89.17% | - |
 Berkshire Hathaway (BRK.B) | 0.61% | 0.47% | 74.85% | - |
 JPMorgan (JPM) | 0.46% | 0.36% | 83.6% | - |
 Tecnoglass (TGLS) | 0.43% | 0.44% | 59.94% | - |
 Inmode (INMD) | 0.4% | 0.37% | 65.81% | - |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.39% | 3.65% | 11.73% | - |
 Airbnb (ABNB) | 0.33% | 0.47% | 51.09% | - |
 PayPal (PYPL) | 0.3% | 0.37% | 51.09% | - |
 CF Industries (CF) | 0.28% | 0% | 69.09% | 6/25/2025 |
 Nike (NKE) | 0.28% | 0.37% | 47.61% | - |
 NetEase (NTES) | 0.26% | 0.58% | 48.01% | - |
 Encore Wire Corporation (WIRE) | 0.24% | 0% | 33.7% | 7/3/2024 |
 Lululemon (LULU) | 0.23% | 0.35% | 48.01% | - |
 Nu (NU) | 0.2% | 0.24% | 59.64% | - |
 Diageo (DGE.L) | 0.18% | 0% | 57.26% | 6/25/2025 |
 Jeronimo Martins (JMT.LSB) | 0.15% | 0.18% | 54.17% | - |
 Starbucks (SBUX) | 0.14% | 0% | 41.35% | 6/25/2025 |
 Hershey (HSY) | 0.09% | 0% | 36.28% | 6/25/2025 |
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) | 53.07% | 51.8% |
| Invesco QQQ (QQQ) | 3.63% | 4.74% |
| Apple (AAPL) | 2.81% | 3.32% |
| Alphabet (GOOGL) | 2.98% | 3.29% |
| LVMH (MC.PA) | 4.29% | 2.98% |
| Tesla (TSLA) | 1.32% | 2.83% |
| ASML (ASML.NV) | 3.22% | 2.71% |
| Microsoft (MSFT) | 1.98% | 2.26% |
| Meta (META) | 0.99% | 2.26% |
| TSMC (TSM) | 1.32% | 2.24% |
| MercadoLibre (MELI) | 1.98% | 2.1% |
| iShares MSCI China ETF (MCHI) | 1.98% | 1.8% |
| Visa (V) | 1.65% | 1.67% |
| Amazon (AMZN) | 0.66% | 1.1% |
| Tencent (0700.HK) | 0.99% | 1% |
| Chubb (CB) | 0.99% | 0.98% |
| Tecnoglass (TGLS) | 0.66% | 0.94% |
| Prologis (PLD) | 1.16% | 0.84% |
| Airbnb (ABNB) | 0.99% | 0.78% |
| Daqo New Energy (DQ) | 1.65% | 0.74% |
| PayPal (PYPL) | 0.66% | 0.73% |
| Johnson & Johnson (JNJ) | 0.99% | 0.71% |
| Berkshire Hathaway (BRK.B) | 0.66% | 0.69% |
| Lululemon (LULU) | 0.66% | 0.67% |
| Nike (NKE) | 0.83% | 0.66% |
| Inmode (INMD) | 0.99% | 0.62% |
| NetEase (NTES) | 0.66% | 0.54% |
| Alibaba (BABA) | 0.66% | 0.52% |
| JPMorgan (JPM) | 0.33% | 0.45% |
| Starbucks (SBUX) | 0.33% | 0.32% |
| CF Industries (CF) | 0.33% | 0.27% |
| Nu (NU) | 0.33% | 0.26% |
| Jeronimo Martins (JMT.LSB) | 0.33% | 0.26% |
| Hershey (HSY) | 0.33% | 0.24% |
| Diageo (DGE.L) | 0.33% | 0.24% |