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Portfolio Diversification
Range
Most Diversified
35 instruments
December 21, 2024
Least Diversified
0 instruments
February 2, 2025
Average
24.7 instruments
Most Consistent Holdings
Top 5
GOOG99.56%
MSFT99.56%
AAPL99.5%
AMZN99.5%
BRK.B99.5%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Apple (AAPL) | 8.12% | 8.73% | 99.5% | - |
| Berkshire Hathaway (BRK.B) | 7.79% | 6.86% | 99.5% | - |
| Microsoft (MSFT) | 7.07% | 4.32% | 99.56% | - |
| Alphabet (GOOG) | 6.78% | 1.65% | 99.56% | - |
| Amazon (AMZN) | 6.55% | 6.69% | 99.5% | - |
 Realty Income (O) | 6.12% | 5.85% | 99.5% | - |
 STAG (STAG) | 5.77% | 2.88% | 99.5% | - |
 Invesco QQQ (QQQ) | 5.75% | 6.28% | 99.5% | - |
 Vanguard Total Stock Market ETF (VTI) | 4.79% | 4.71% | 99.5% | - |
 State Street SPDR S&P 500 ETF (SPY) | 4.4% | 0% | 97.55% | 5/13/2026 |
 Vanguard S&P 500 Growth ETF (VOOG) | 4.33% | 4.6% | 96.05% | - |
 Nintendo (NTDOY) | 3.9% | 2.34% | 99.5% | - |
 ASML (ASML) | 2.94% | 3.21% | 99.5% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 2.66% | 0% | 61.86% | 2/21/2025 |
 ProShares UltraPro QQQ (TQQQ) | 2.62% | 4.82% | 99.5% | - |
 Brookfield (BN.US) | 2.44% | 4.68% | 66.5% | - |
 ProShares UltraPro S&P 500 (UPRO) | 2.28% | 0% | 97.49% | 5/12/2026 |
 Vanguard FTSE All-World ex-US (VEU) | 2.2% | 6.57% | 54.96% | - |
 Schwab International Equity ETF (SCHF) | 1.41% | 4.88% | 34.57% | - |
 Vanguard S&P 500 ETF (VOO) | 1.4% | 0% | 52.89% | 5/13/2026 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 1.31% | 3.41% | 42.1% | - |
 Proshares Ultra S&P 500 (SSO) | 1.2% | 5.61% | 42.03% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.92% | 0% | 40.72% | 10/29/2024 |
 VanEck Morningstar Wide Moat ETF (MOAT) | 0.84% | 0% | 44.17% | 2/20/2025 |
 Agree Realty (ADC) | 0.78% | 0% | 29.49% | 1/10/2024 |
 Uber (UBER) | 0.77% | 0% | 23.21% | 3/17/2026 |
 Bitcoin (BTC) | 0.64% | 0% | 66.31% | 11/13/2025 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.45% | 0% | 15.5% | 9/6/2023 |
 Meta (META) | 0.42% | 0% | 21.52% | 2/24/2025 |
 Block Inc. (XYZ) | 0.38% | 0% | 21.27% | 12/27/2022 |
 Fortinet (FTNT) | 0.36% | 0% | 22.33% | 2/20/2025 |
 Ethereum (ETH) | 0.24% | 0% | 21.27% | 12/27/2022 |
 Brookfield (BAM) | 0.23% | 0% | 24.09% | 1/10/2024 |
 Schneider Electric (SU.PA) | 0.22% | 0% | 17.44% | 2/20/2025 |
 Alibaba (BABA) | 0.18% | 0% | 21.27% | 12/27/2022 |
 Air Liquide (AI.PA) | 0.13% | 0% | 17.5% | 2/21/2025 |
 ARK Innovation ETF (ARKK) | 0.12% | 0% | 21.27% | 12/27/2022 |
 ARK Blockchain & Fintech Innovation ETF (ARKF) | 0.12% | 0% | 21.27% | 12/27/2022 |
 Reddit Inc (RDDT) | 0.09% | 0% | 34.19% | 11/13/2025 |
 Vanguard Total World Stock ETF (VT.US) | 0.08% | 0% | 7.09% | 2/20/2025 |
 Airbus (AIR.PA) | 0.07% | 0% | 17.44% | 2/20/2025 |
 Sea (SE) | 0.06% | 0% | 21.27% | 12/27/2022 |
 Visa (V) | 0.05% | 0% | 4.64% | 11/22/2023 |
 Mastercard (MA) | 0.05% | 0% | 4.64% | 11/22/2023 |
 Disney (DIS) | 0.04% | 0% | 9.91% | 11/22/2023 |
 ARK Next Generation Internet ETF (ARKW) | 0.03% | 0% | 21.27% | 12/27/2022 |
 Iberdrola (IBE.MC) | 0.03% | 0% | 0.88% | 3/10/2025 |
 NVIDIA (NVDA) | 0.02% | 0% | 21.27% | 12/27/2022 |
 Cadence (CDNS) | 0.02% | 0% | 5.14% | 2/24/2025 |
 Palantir (PLTR) | 0.02% | 0% | 2.01% | 12/16/2025 |
 KLA (KLAC) | 0.02% | 0% | 14.24% | 2/24/2025 |
 iShares Semiconductor ETF (SOXX) | 0.01% | 0% | 14.37% | 2/24/2025 |
 State Street Technology Select Sector SPDR ETF (XLK) | 0.01% | 0% | 6.84% | 5/13/2024 |
 ATOSS (AOF.DE) | 0.01% | 0% | 5.14% | 2/24/2025 |
 Rheinmetall (RHM.DE) | 0% | 0% | 3.95% | 3/26/2026 |
 Bank of America (BAC) | 0% | 0% | 0.88% | 4/25/2024 |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0% | 0% | 3.83% | 2/20/2025 |
 Kosmos Energy (KOS) | 0% | 0.02% | 0.63% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 8.74% | 8.83% |
| Alphabet (GOOG) | 3.44% | 7.89% |
| Berkshire Hathaway (BRK.B) | 7.09% | 7.63% |
| Amazon (AMZN) | 4.04% | 7.01% |
| Microsoft (MSFT) | 5.33% | 5.79% |
| Invesco QQQ (QQQ) | 4.04% | 5.78% |
| Vanguard Total Stock Market ETF (VTI) | 5.2% | 4.66% |
| Schwab International Equity ETF (SCHF) | 6.17% | 4.57% |
| Vanguard S&P 500 Growth ETF (VOOG) | 4.04% | 4.54% |
| Vanguard FTSE All-World ex-US (VEU) | 5.74% | 4.52% |
| State Street SPDR S&P 500 ETF (SPY) | 4.33% | 4.06% |
| Nintendo (NTDOY) | 3.76% | 3.82% |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 4.73% | 3.6% |
| Proshares Ultra S&P 500 (SSO) | 4.7% | 3.59% |
| ProShares UltraPro QQQ (TQQQ) | 1% | 3.54% |
| STAG (STAG) | 6.06% | 3.47% |
| Realty Income (O) | 6.64% | 3.28% |
| ProShares UltraPro S&P 500 (UPRO) | 1.73% | 3.09% |
| Uber (UBER) | 4.26% | 2.92% |
| Vanguard S&P 500 ETF (VOO) | 2.93% | 2.58% |
| ASML (ASML) | 2.74% | 2.55% |
| Brookfield (BN.US) | 3.12% | 2.18% |
Cash & Instruments Over Time
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