Portfolio Diversification
Range
Most Diversified
13 instruments
October 26, 2024
Least Diversified
0 instruments
February 2, 2025
Average
8.3 instruments
Most Consistent Holdings
Top 5
MSFT99.88%
AMZN99.88%
VOW3.DE99.88%
SPY99.88%
AAPL99.76%
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 |
|---|---|---|---|---|
| Amazon (AMZN) | 11.24% | 9.83% | 99.88% | - |
| SPDR S&P 500 ETF (SPY) | 6.91% | 7.24% | 99.88% | - |
| Microsoft (MSFT) | 5.51% | 3.98% | 99.88% | - |
| Apple (AAPL) | 5.35% | 3.92% | 99.76% | - |
 NVIDIA (NVDA) | 3.12% | 2.74% | 47.29% | - |
 PIMCO Enhanced Short Maturity (MINT) | 2.61% | 12.79% | 21.47% | - |
 Alibaba (BABA) | 2.25% | 2.68% | 99.76% | - |
 Adobe (ADBE) | 1.8% | 0% | 26.3% | 8/10/2023 |
 Meta (META) | 1.63% | 0% | 26.3% | 8/10/2023 |
 ASML (ASML) | 1.01% | 4.59% | 21.11% | - |
 iShares Core High Dividend ETF (HDV) | 1% | 4.89% | 21.11% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.99% | 4.83% | 21.11% | - |
 VanEck Morningstar Wide Moat ETF (MOAT) | 0.99% | 4.33% | 21.11% | - |
 Realty Income (O) | 0.91% | 4.75% | 21.11% | - |
| Volkswagen (VOW3.DE) | 0.79% | 0.6% | 99.88% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| PIMCO Enhanced Short Maturity (MINT) | 13.3% | 12.11% |
| Amazon (AMZN) | 7.98% | 11.81% |
| SPDR S&P 500 ETF (SPY) | 5.32% | 7.63% |
| Apple (AAPL) | 2.66% | 4.72% |
| ASML (ASML) | 5.32% | 4.7% |
| VanEck Morningstar Wide Moat ETF (MOAT) | 5.32% | 4.68% |
| iShares Core High Dividend ETF (HDV) | 5.32% | 4.59% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 5.32% | 4.56% |
| Microsoft (MSFT) | 2.66% | 4.32% |
| Realty Income (O) | 5.32% | 4.12% |
| NVIDIA (NVDA) | 3.99% | 3.45% |
| Alibaba (BABA) | 2.66% | 1.98% |
| Volkswagen (VOW3.DE) | 1.33% | 0.62% |