Portfolio Diversification
Range
Most Diversified
17 instruments
May 20, 2025
Least Diversified
0 instruments
February 19, 2024
Average
11.6 instruments
Most Consistent Holdings
Top 5
SPYG99.58%
VOO97.5%
NVDA96.67%
MSFT96.25%
CAT96.25%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 19, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 49.13% | 50.92% | 99.58% | - |
| Vanguard S&P 500 ETF (VOO) | 28.87% | 27.78% | 97.5% | - |
| Microsoft (MSFT) | 3.11% | 1.09% | 96.25% | - |
| Caterpillar (CAT) | 3.1% | 0.98% | 96.25% | - |
 American Express (AXP) | 2.21% | 2.16% | 65.83% | - |
| NVIDIA (NVDA) | 2.13% | 1.46% | 96.67% | - |
 TSMC (TSM) | 2% | 1.24% | 79.58% | - |
 Vanguard Total Bond Market ETF (BND) | 1.72% | 1.59% | 62.29% | - |
 Bank of America (BAC) | 1.43% | 1.7% | 65.83% | - |
 Tesla (TSLA) | 1.02% | 0% | 39.17% | 3/11/2025 |
 McDonald's (MCD) | 0.93% | 0% | 50.83% | 4/4/2025 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.68% | 0% | 36.25% | 2/25/2025 |
 ExxonMobil (XOM) | 0.66% | 0% | 25.21% | 12/2/2024 |
 Nu (NU) | 0.65% | 0.58% | 62.29% | - |
 Johnson & Johnson (JNJ) | 0.43% | 0% | 42.92% | 2/25/2025 |
 Berkshire Hathaway (BRK.B) | 0.31% | 4.54% | 6.46% | - |
 Alphabet (GOOG) | 0.23% | 1.04% | 20% | - |
 CVR Energy (CVI.US) | 0.21% | 0% | 59.38% | 5/15/2025 |
 JPMorgan (JPM) | 0.14% | 1.05% | 12.71% | - |
 Novo-Nordisk (NVO) | 0.14% | 1.15% | 12.71% | - |
 SPDR Gold MiniShares Trust (GLDM) | 0.13% | 0.99% | 12.71% | - |
 Apple (AAPL) | 0.13% | 0.9% | 12.71% | - |
 PDD Holdings (PDD) | 0.05% | 0.81% | 5.63% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 39.67% | 40.51% |
| Vanguard S&P 500 ETF (VOO) | 37.76% | 36.32% |
| American Express (AXP) | 3.19% | 3.52% |
| Tesla (TSLA) | 1.59% | 2.75% |
| Bank of America (BAC) | 2.83% | 2.68% |
| Vanguard Total Bond Market ETF (BND) | 2.79% | 2.49% |
| NVIDIA (NVDA) | 1.82% | 2.19% |
| TSMC (TSM) | 1.6% | 1.83% |
| Caterpillar (CAT) | 1.59% | 1.57% |
| McDonald's (MCD) | 1.59% | 1.52% |
| Microsoft (MSFT) | 1.59% | 1.52% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 1.59% | 1.42% |
| Nu (NU) | 1.2% | 0.79% |
| Johnson & Johnson (JNJ) | 0.8% | 0.65% |
| CVR Energy (CVI.US) | 0.37% | 0.24% |