Portfolio Diversification
Range
Most Diversified
30 instruments
January 29, 2025
Least Diversified
18 instruments
January 2, 2023
Average
23.6 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 16.24% | 16.74% | 100% | - |
 Vanguard Total Stock Market ETF (VTI) | 15.39% | 15.45% | 100% | - |
 Bitcoin (BTC) | 13.17% | 15.18% | 100% | - |
| Amazon (AMZN) | 5.52% | 3.61% | 100% | - |
| Meta (META) | 5.29% | 4.63% | 100% | - |
| Alphabet (GOOG) | 4.68% | 2.69% | 100% | - |
| Apple (AAPL) | 4.45% | 2.11% | 100% | - |
 Tesla (TSLA) | 4.1% | 2.61% | 100% | - |
| Microsoft (MSFT) | 3.43% | 3.09% | 100% | - |
 Coca-Cola (KO) | 3.37% | 2.12% | 100% | - |
 Disney (DIS) | 3.15% | 2.03% | 100% | - |
 Cardano (ADA) | 3.11% | 1.94% | 100% | - |
 IAG (IAG.L) | 2.52% | 2.69% | 100% | - |
 Boeing (BA) | 2.14% | 0.98% | 100% | - |
 Alibaba (BABA) | 1.88% | 1.1% | 100% | - |
 LVMH (MC.PA) | 1.42% | 1.38% | 57.88% | - |
 Berkshire Hathaway (BRK.B) | 1.32% | 3.6% | 49.55% | - |
 McDonald's (MCD) | 1.3% | 1.62% | 83.56% | - |
 ARK Innovation ETF (ARKK) | 1.28% | 0.82% | 100% | - |
 Carnival (CCL) | 1.13% | 0.82% | 100% | - |
 Vanguard Growth ETF (VUG) | 0.9% | 3.17% | 32.21% | - |
 Mastercard (MA) | 0.89% | 1.47% | 61.94% | - |
 Games Workshop (GAW.L) | 0.57% | 1.16% | 49.44% | - |
 Evolution (EVO.ST) | 0.55% | 0.45% | 65.77% | - |
 Invesco Physical Gold ETC (8PSG.DE) | 0.49% | 2.39% | 28.38% | - |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.48% | 0.72% | 49.55% | - |
 Medpace (MEDP) | 0.41% | 0.51% | 49.55% | - |
 D-Wave (QBTS) | 0.29% | 3.18% | 15.77% | - |
 Dogecoin (DOGE) | 0.25% | 0.17% | 100% | - |
 Rigetti (RGTI) | 0.14% | 1.13% | 15.77% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 5.4% | 18.76% |
| Bitcoin (BTC) | 4.1% | 15.04% |
| Vanguard Total Stock Market ETF (VTI) | 19.37% | 13.72% |
| Meta (META) | 4.06% | 4.65% |
| Amazon (AMZN) | 3.81% | 4.41% |
| Tesla (TSLA) | 2.47% | 3.86% |
| Alphabet (GOOG) | 3.04% | 3.47% |
| Berkshire Hathaway (BRK.B) | 5.78% | 3.31% |
| Apple (AAPL) | 2.85% | 3.21% |
| Cardano (ADA) | 3.85% | 3.12% |
| IAG (IAG.L) | 3.25% | 2.9% |
| Vanguard Growth ETF (VUG) | 4.76% | 2.85% |
| LVMH (MC.PA) | 4.71% | 2.38% |
| Disney (DIS) | 4.08% | 2.28% |
| Coca-Cola (KO) | 3.44% | 2.26% |
| Microsoft (MSFT) | 2.32% | 2.16% |
| Mastercard (MA) | 2.38% | 1.64% |
| Invesco Physical Gold ETC (8PSG.DE) | 2.52% | 1.46% |
| Games Workshop (GAW.L) | 1.45% | 1.1% |
| Carnival (CCL) | 1.48% | 1.03% |
| Boeing (BA) | 1.71% | 1.03% |
| McDonald's (MCD) | 1.71% | 1% |
| Alibaba (BABA) | 2.56% | 0.97% |
| ARK Innovation ETF (ARKK) | 3.19% | 0.86% |
| Invesco S&P 500 Equal Weight ETF (RSP) | 1.45% | 0.85% |
| Evolution (EVO.ST) | 1.84% | 0.72% |
| Medpace (MEDP) | 1.45% | 0.67% |
| Dogecoin (DOGE) | 0.87% | 0.37% |