Portfolio Diversification
Range
Most Diversified
23 instruments
June 4, 2025
Least Diversified
0 instruments
March 29, 2023
Average
12.2 instruments
Most Consistent Holdings
Top 5
SPYG71.26%
VOO70.93%
PYPL63.34%
INMD62.47%
MED.US60.09%
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 |
|---|---|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 14.78% | 25.92% | 71.26% | - |
| Vanguard S&P 500 ETF (VOO) | 12.05% | 21.59% | 70.93% | - |
 B3130jim | 8.27% | 0% | 9.11% | 3/28/2023 |
 LVMH (MC.PA) | 4.78% | 5.3% | 50.54% | - |
 Vanguard Total Bond Market ETF (BND) | 4% | 4.99% | 53.58% | - |
| PayPal (PYPL) | 2.36% | 3.25% | 63.34% | - |
 Visa (V) | 2.17% | 3.45% | 46.53% | - |
| Inmode (INMD) | 2.04% | 1.48% | 62.47% | - |
 NetEase (NTES) | 2% | 3.39% | 56.62% | - |
 PDD Holdings (PDD) | 1.94% | 2.76% | 46.75% | - |
 iShares Core S&P US Growth (IUSG) | 1.9% | 0% | 16.49% | 8/1/2024 |
 Alphabet (GOOGL) | 1.86% | 1.71% | 58.46% | - |
 NVIDIA (NVDA) | 1.8% | 7.94% | 29.28% | - |
 Amazon (AMZN) | 1.77% | 0% | 20.39% | 5/20/2024 |
 Lululemon (LULU) | 1.66% | 3.98% | 44.36% | - |
 Alibaba (BABA) | 1.6% | 1.38% | 57.81% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 1.52% | 0% | 20.07% | 2/3/2025 |
 Vanguard Information Technology (VGT) | 1.2% | 0% | 15.4% | 2/29/2024 |
 Mastercard (MA) | 1.15% | 1.75% | 46.53% | - |
 Apple (AAPL) | 1.09% | 0% | 25.27% | 5/21/2024 |
 Vanguard FTSE Developed Market ETF (VEA) | 1.04% | 0% | 13.45% | 2/1/2024 |
 Coinbase (COIN) | 0.92% | 0% | 7.59% | 12/19/2023 |
 iShares Gold Trust (IAU) | 0.87% | 0% | 20.72% | 4/9/2024 |
 iShares Core Total USD Bond Market ETF (IUSB) | 0.85% | 0% | 13.45% | 2/1/2024 |
 iShares Semiconductor ETF (SOXX) | 0.85% | 0% | 10.85% | 8/1/2024 |
 Nike (NKE) | 0.71% | 0% | 36.88% | 7/8/2025 |
| Medifast (MED.US) | 0.64% | 0.3% | 60.09% | - |
 Vanguard FTSE Emerging Markets (VWO) | 0.64% | 0% | 15.51% | 2/20/2024 |
 TSMC (TSM) | 0.55% | 0% | 14.21% | 4/22/2024 |
 YETI (YETI) | 0.5% | 1.05% | 40.56% | - |
 Applied Materials (AMAT) | 0.48% | 0% | 14.21% | 4/22/2024 |
 D.R. Horton (DHI) | 0.37% | 0.97% | 40.56% | - |
 Danaos (DAC) | 0.29% | 0% | 11.39% | 6/6/2024 |
 Novo-Nordisk (NVO) | 0.27% | 2.28% | 14.43% | - |
 PulteGroup (PHM) | 0.15% | 1.28% | 11.06% | - |
 Eagle Materials (EXP) | 0.12% | 2.18% | 13.34% | - |
 Gambling.com (GAMB) | 0.11% | 1.14% | 8.03% | - |
 Deckers (DECK) | 0.07% | 1.31% | 5.21% | - |
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) | 19.7% | 22.86% |
| Vanguard S&P 500 ETF (VOO) | 15.52% | 17.33% |
| LVMH (MC.PA) | 12.96% | 10.93% |
| Vanguard Total Bond Market ETF (BND) | 9.17% | 8.72% |
| VanEck Vectors Semiconductor ETF (SMH) | 6.9% | 6.79% |
| Visa (V) | 4.19% | 4.55% |
| Lululemon (LULU) | 3.83% | 4.53% |
| PayPal (PYPL) | 2.69% | 3.59% |
| PDD Holdings (PDD) | 5.05% | 3.57% |
| NetEase (NTES) | 3.78% | 3.23% |
| Inmode (INMD) | 3.41% | 2.59% |
| Alphabet (GOOGL) | 2.19% | 2.54% |
| Mastercard (MA) | 2.21% | 2.42% |
| Alibaba (BABA) | 2.1% | 2.35% |
| Nike (NKE) | 2.19% | 2.11% |
| YETI (YETI) | 1.26% | 1.18% |
| Medifast (MED.US) | 2.1% | 0.57% |
| D.R. Horton (DHI) | 0.61% | 0.56% |