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Portfolio Diversification
Range
Most Diversified
83 instruments
December 7, 2023
Least Diversified
33 instruments
January 2, 2023
Average
61.7 instruments
Most Consistent Holdings
Top 5
AAPL100%
META100%
KO100%
T100%
WMT100%
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 |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 17.44% | 20.5% | 100% | - |
| Meta (META) | 7.81% | 6.43% | 100% | - |
 MercadoLibre (MELI) | 6.23% | 3.7% | 100% | - |
| Apple (AAPL) | 4.75% | 4.92% | 100% | - |
 CPHequities | 3.78% | 0% | 28.62% | 12/6/2023 |
| Walmart (WMT) | 3.53% | 4.5% | 100% | - |
 Amazon (AMZN) | 2.99% | 2.97% | 94.57% | - |
 Starbucks (SBUX) | 2.81% | 1.69% | 100% | - |
 Visa (V) | 2.74% | 1.92% | 100% | - |
 Bitcoin (BTC) | 2.6% | 1.43% | 100% | - |
| Coca-Cola (KO) | 2.46% | 1.41% | 100% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 2.45% | 3.14% | 100% | - |
 ConAgra (CAG) | 2.45% | 0.72% | 100% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 2.42% | 1.89% | 91.03% | - |
 estebanopatril | 2.2% | 0% | 8.97% | 4/18/2023 |
 Vanguard Total World Stock ETF (VT.US) | 1.86% | 1.85% | 91.03% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.75% | 2.08% | 91.03% | - |
 Realty Income (O) | 1.53% | 0% | 93.36% | 12/29/2025 |
 Upstart (UPST) | 1.52% | 0% | 98.36% | 2/25/2026 |
 Enbridge (ENB) | 1.5% | 0% | 90.52% | 11/26/2025 |
 Vanguard FTSE Emerging Markets (VWO) | 1.46% | 1.08% | 91.03% | - |
 Nintendo (NTDOY) | 1.18% | 0% | 96.55% | 2/4/2026 |
 iShares TIPS Bond ETF (TIP) | 1.15% | 0% | 71.21% | 7/29/2025 |
 NVIDIA (NVDA) | 1.01% | 1.92% | 71.38% | - |
 Global X MSCI Argentina ETF (ARGT) | 0.95% | 2.78% | 56.03% | - |
 State Street SPDR S&P 500 ETF (SPY) | 0.94% | 0% | 76.03% | 6/11/2025 |
| AT&T (T) | 0.91% | 0.31% | 100% | - |
 Telefonica (TELFY) | 0.91% | 0% | 93.36% | 12/29/2025 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.91% | 0% | 74.22% | 5/21/2025 |
 iShares Global REIT ETF (REET) | 0.81% | 0% | 66.98% | 6/10/2025 |
 Microsoft (MSFT) | 0.81% | 1.57% | 71.38% | - |
 Vanguard Total International Bond ETF (BNDX) | 0.76% | 2.98% | 26.55% | - |
 Two Harbors (TWO) | 0.67% | 0% | 89.14% | 11/10/2025 |
 Global X Uranium ETF (URA) | 0.64% | 2.51% | 71.38% | - |
 iShares Core Total USD Bond Market ETF (IUSB) | 0.61% | 0% | 42.5% | 8/29/2024 |
 Alphabet (GOOG) | 0.57% | 1.66% | 71.38% | - |
 iShares Core Dividend Growth ETF (DGRO) | 0.55% | 0.46% | 91.12% | - |
 Altria (MO) | 0.5% | 0% | 76.03% | 6/11/2025 |
 Teladoc (TDOC) | 0.48% | 0% | 95.95% | 1/28/2026 |
 iShares Core S&P US Value (IUSV) | 0.45% | 0.31% | 91.03% | - |
 SPDR Gold (GLD) | 0.43% | 1.33% | 71.38% | - |
 Berkshire Hathaway (BRK.B) | 0.39% | 0.45% | 71.38% | - |
 Equitrans (ETRN) | 0.34% | 0% | 48.28% | 7/23/2024 |
 AMD (AMD) | 0.31% | 0.58% | 71.38% | - |
 Prospect Capital (PSEC) | 0.3% | 0% | 81.47% | 8/13/2025 |
 Halliburton (HAL) | 0.3% | 1.49% | 25.86% | - |
 Grupo Financiero Galicia (GGAL) | 0.3% | 0.69% | 45.17% | - |
 Mastercard (MA) | 0.29% | 0.26% | 71.38% | - |
 Dutch Bros (BROS) | 0.28% | 0% | 76.55% | 6/17/2025 |
 Global X SuperDividend ETF (SDIV) | 0.28% | 0% | 74.83% | 5/28/2025 |
 BBVA (BBVA.US) | 0.27% | 0.5% | 71.38% | - |
 iShares MSCI India ETF (INDA) | 0.25% | 0.2% | 71.38% | - |
 Jumia (JMIA) | 0.25% | 0% | 49.57% | 2/4/2026 |
 Lululemon (LULU) | 0.24% | 0.78% | 24.05% | - |
 Bank of America (BAC) | 0.24% | 0.36% | 71.38% | - |
 Cardano (ADA) | 0.24% | 0% | 89.4% | 11/13/2025 |
 Tesla (TSLA) | 0.21% | 0.84% | 21.72% | - |
 TRON (TRX) | 0.2% | 0% | 34.05% | 2/7/2024 |
 Polygon Ecosystem (ex Matic) (POL) | 0.19% | 0% | 79.22% | 7/18/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.18% | 0.2% | 71.38% | - |
 Invesco QQQ (QQQ) | 0.17% | 0.38% | 71.38% | - |
 Vertex (VRTX) | 0.16% | 0% | 69.91% | 2/27/2026 |
 iShares Core International Aggregate Bond ETF (IAGG) | 0.16% | 0% | 35% | 6/3/2024 |
 HSBC (HSBA.L) | 0.15% | 0.49% | 71.38% | - |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.15% | 0% | 35% | 6/3/2024 |
 Crowdstrike (CRWD) | 0.14% | 0% | 69.57% | 2/23/2026 |
 ProShares UltraPro S&P 500 (UPRO) | 0.14% | 0.64% | 19.83% | - |
 Wells Fargo (WFC) | 0.12% | 0.13% | 71.38% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.12% | 0% | 66.29% | 6/2/2025 |
 Eni (ENI.MI) | 0.11% | 0.16% | 71.38% | - |
 JPMorgan (JPM) | 0.1% | 0.33% | 26.21% | - |
 McKesson (MCK) | 0.1% | 0.28% | 71.38% | - |
 Salesforce (CRM) | 0.1% | 0% | 67.41% | 1/29/2026 |
 Diamondback (FANG) | 0.09% | 0% | 16.72% | 2/2/2026 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.09% | 0% | 44.91% | 5/13/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.08% | 0% | 44.22% | 5/5/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.07% | 0% | 60.52% | 11/10/2025 |
 TSMC (TSM) | 0.06% | 0% | 2.76% | 3/3/2026 |
 Adeia (ADEA) | 0.06% | 6.92% | 0.95% | - |
 Analog Devices (ADI.US) | 0.05% | 0% | 3.19% | 2/11/2026 |
 Warner Bros Discovery (WBD) | 0.05% | 0% | 75.86% | 6/9/2025 |
 ASML (ASML) | 0.05% | 0% | 10.26% | 3/3/2026 |
 Tesla (TSLA.RTH) | 0.05% | 1.18% | 5.17% | - |
 Viavi (VIAV) | 0.05% | 0% | 2.07% | 3/3/2026 |
 iShares Edge MSCI USA Momentum (MTUM) | 0.05% | 0% | 7.33% | 7/12/2023 |
 Analog Devices Inc (ADI.RTH) | 0.05% | 0% | 8.19% | 3/3/2026 |
 Pilbara Minerals (PLS.ASX) | 0.05% | 0% | 60.52% | 11/10/2025 |
 Ambev (ABEV) | 0.05% | 0.18% | 25.86% | - |
 LVMH (MC.PA) | 0.04% | 0% | 19.91% | 7/26/2024 |
 Aker BP (AKRBP.OL) | 0.04% | 0% | 60.52% | 11/10/2025 |
 iShares Russell 2000 Value ETF (IWN) | 0.04% | 0% | 7.33% | 7/12/2023 |
 Prosus (PRX.NV) | 0.04% | 0% | 16.81% | 12/9/2025 |
 Ubiquiti (UI) | 0.04% | 2.49% | 1.47% | - |
 Decentraland (MANA) | 0.04% | 0% | 79.22% | 7/18/2025 |
 Airbnb (ABNB) | 0.03% | 0% | 46.64% | 6/2/2025 |
 Teck (TECK) | 0.03% | 0% | 45.17% | 5/16/2025 |
 JFrog (FROG) | 0.03% | 0% | 1.9% | 12/31/2025 |
 Taiwan Semiconductor Manufacturing Co Ltd - ADR (TSM.RTH) | 0.03% | 0% | 3.53% | 2/10/2026 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.02% | 0% | 18.1% | 7/5/2024 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.02% | 0% | 15% | 5/30/2024 |
 iShares Russell Mid-Cap Value ETF (IWS) | 0.02% | 0% | 9.66% | 8/8/2023 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.02% | 0% | 15.34% | 6/3/2024 |
 Nike (NKE) | 0.02% | 0% | 47.24% | 6/9/2025 |
 Burberry (BRBY.L) | 0.01% | 0% | 55.78% | 9/16/2025 |
 VICI Properties (VICI) | 0.01% | 0% | 15.52% | 6/5/2024 |
 Fortinet (FTNT) | 0.01% | 0% | 13.02% | 5/6/2024 |
 YPF (YPF) | 0.01% | 0% | 2.33% | 2/17/2026 |
 Ethereum (ETH) | 0.01% | 0% | 19.31% | 7/19/2024 |
 Occidental (OXY) | 0.01% | 0% | 6.12% | 2/15/2024 |
 NXP (NXPI) | 0.01% | 0% | 3.62% | 7/2/2025 |
 Synopsys (SNPS) | 0.01% | 0% | 0.78% | 1/14/2026 |
 Corning Inc (GLW.RTH) | 0% | 0% | 0.78% | 1/29/2026 |
 iShares Edge MSCI USA Quality (QUAL) | 0% | 0% | 0.78% | 4/27/2023 |
 Nu (NU) | 0% | 0% | 0.52% | 12/17/2025 |
 Iris Energy Ltd (IREN.RTH) | 0% | 0% | 1.21% | 1/29/2026 |
 iShares Edge MSCI Min Vol USA (USMV) | 0% | 0% | 1.21% | 5/2/2023 |
 dLocal (DLO) | 0% | 0% | 0.52% | 1/21/2026 |
 Micron (MU) | 0% | 0% | 0.17% | 2/4/2026 |
 Applied Digital (APLD) | 0% | 0% | 1.21% | 1/30/2026 |
 Celsius (CELH) | 0% | 0% | 2.59% | 12/17/2025 |
 Pharvaris (PHVS) | 0% | 0% | 0.43% | 12/1/2025 |
 Cogent Biosciences (COGT) | 0% | 0% | 2.84% | 12/16/2025 |
 Verastem (VSTM) | 0% | 0% | 1.98% | 12/11/2025 |
 W&T Offshore (WTI) | 0% | 0% | 0.52% | 9/29/2025 |
 Palantir (PLTR) | 0% | 0% | 0.43% | 2/3/2026 |
 Invesco S&P 500 Low Volatility (SPLV) | 0% | 0% | 0.52% | 4/24/2023 |
 iShares Core High Dividend ETF (HDV) | 0% | 0% | 0.26% | 4/21/2023 |
 iShares S&P Mid-Cap 400 Value ETF (IJJ) | 0% | 0% | 0.26% | 4/21/2023 |
 Marvell (MRVL) | 0% | 0% | 0.52% | 12/8/2025 |
 Glencore (GLEN.L) | 0% | 0% | 0.09% | 12/7/2023 |
 Eli Lilly (LLY) | 0% | 0% | 0.09% | 12/7/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 19.89% | 20.67% |
| Meta (META) | 4.13% | 7.18% |
| Apple (AAPL) | 4.88% | 5.56% |
| MercadoLibre (MELI) | 3.39% | 4.63% |
| Walmart (WMT) | 2.9% | 4.11% |
| Amazon (AMZN) | 3.11% | 3.5% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 3.38% | 3.44% |
| Global X MSCI Argentina ETF (ARGT) | 3.66% | 3.12% |
| Vanguard Total International Bond ETF (BNDX) | 4.2% | 3.11% |
| Visa (V) | 2.05% | 2.27% |
| Global X Uranium ETF (URA) | 2.64% | 2.26% |
| Vanguard Total Stock Market ETF (VTI) | 2.21% | 2.22% |
| NVIDIA (NVDA) | 1.64% | 2.07% |
| Microsoft (MSFT) | 2.49% | 1.99% |
| Vanguard Total World Stock ETF (VT.US) | 1.84% | 1.94% |
| Vanguard FTSE Developed Market ETF (VEA) | 1.81% | 1.91% |
| Starbucks (SBUX) | 2.6% | 1.84% |
| Bitcoin (BTC) | 1.2% | 1.79% |
| Alphabet (GOOG) | 1.35% | 1.79% |
| Coca-Cola (KO) | 1.93% | 1.62% |
| Lululemon (LULU) | 1.98% | 1.43% |
| Halliburton (HAL) | 1.41% | 1.39% |
| Diamondback (FANG) | 1.71% | 1.24% |
| SPDR Gold (GLD) | 1.1% | 1.18% |
| Vanguard FTSE Emerging Markets (VWO) | 1.18% | 1.11% |
| Tesla (TSLA) | 0.86% | 1% |
| Grupo Financiero Galicia (GGAL) | 1.09% | 0.94% |
| ConAgra (CAG) | 2.12% | 0.79% |
| AMD (AMD) | 0.9% | 0.78% |
| Jumia (JMIA) | 0.78% | 0.74% |
| ProShares UltraPro S&P 500 (UPRO) | 0.84% | 0.74% |
| Analog Devices Inc (ADI.RTH) | 0.86% | 0.68% |
| Taiwan Semiconductor Manufacturing Co Ltd - ADR (TSM.RTH) | 0.86% | 0.65% |
| AT&T (T) | 0.78% | 0.61% |
| BBVA (BBVA.US) | 0.32% | 0.59% |
| HSBC (HSBA.L) | 0.47% | 0.5% |
| Berkshire Hathaway (BRK.B) | 0.47% | 0.48% |
| iShares Core Dividend Growth ETF (DGRO) | 0.47% | 0.47% |
| Nintendo (NTDOY) | 0.4% | 0.45% |
| Bank of America (BAC) | 0.42% | 0.44% |
| Invesco QQQ (QQQ) | 0.44% | 0.41% |
| ASML (ASML) | 0.52% | 0.4% |
| JPMorgan (JPM) | 0.42% | 0.39% |
| iShares Core S&P US Value (IUSV) | 0.3% | 0.33% |
| Mastercard (MA) | 0.28% | 0.31% |
| McKesson (MCK) | 0.25% | 0.25% |
| Upstart (UPST) | 0.99% | 0.23% |
| iShares MSCI India ETF (INDA) | 0.25% | 0.23% |
| Crowdstrike (CRWD) | 0.14% | 0.19% |
| Ambev (ABEV) | 0.22% | 0.16% |
| Vertex (VRTX) | 0.19% | 0.16% |
| State Street Energy Select Sector SPDR ETF (XLE) | 0.2% | 0.16% |
| Wells Fargo (WFC) | 0.13% | 0.16% |
| Eni (ENI.MI) | 0.11% | 0.12% |
| Teladoc (TDOC) | 1.11% | 0.11% |
| Salesforce (CRM) | 0.13% | 0.1% |
Cash & Instruments Over Time
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