Portfolio Diversification
Range
Most Diversified
35 instruments
December 21, 2024
Least Diversified
0 instruments
February 2, 2025
Average
25.4 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
MSFT99.91%
AMZN99.91%
BRK.B99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Apple (AAPL) | 8.33% | 0% | 99.91% | 2/1/2025 |
| Berkshire Hathaway (BRK.B) | 7.71% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 7.7% | 0% | 99.91% | 2/1/2025 |
 Realty Income (O) | 7.05% | 0% | 99.91% | 2/1/2025 |
| Alphabet (GOOG) | 6.91% | 0% | 99.91% | 2/1/2025 |
 STAG (STAG) | 6.74% | 0% | 99.91% | 2/1/2025 |
| Amazon (AMZN) | 6.3% | 0% | 99.91% | 2/1/2025 |
 Invesco QQQ (QQQ) | 5.76% | 0% | 99.91% | 2/1/2025 |
 Vanguard Total Stock Market ETF (VTI) | 4.85% | 0% | 99.91% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 4.69% | 0% | 99.91% | 2/1/2025 |
 Vanguard S&P 500 Growth ETF (VOOG) | 4.29% | 0% | 94.89% | 2/1/2025 |
 Vanguard S&P 500 Value ETF (VOOV) | 3.8% | 0% | 88.23% | 2/1/2025 |
 Nintendo (NTDOY) | 3.67% | 0% | 99.91% | 2/1/2025 |
 ASML (ASML) | 3.13% | 0% | 99.91% | 2/1/2025 |
 Brookfield (BN.US) | 2.55% | 0% | 53.56% | 9/6/2023 |
 ProShares UltraPro QQQ (TQQQ) | 2.33% | 0% | 99.91% | 2/1/2025 |
 ProShares UltraPro S&P 500 (UPRO) | 2.12% | 0% | 99.91% | 2/1/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 1.34% | 0% | 59.22% | 10/29/2024 |
 VanEck Morningstar Wide Moat ETF (MOAT) | 1.19% | 0% | 62.59% | 2/1/2025 |
 Agree Realty (ADC) | 1.14% | 0% | 42.88% | 1/10/2024 |
 Vanguard FTSE All-World ex-US (VEU) | 1.1% | 0% | 35.13% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.94% | 0% | 35.13% | 2/1/2025 |
 Bitcoin (BTC) | 0.8% | 0% | 70.62% | 2/1/2025 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.65% | 0% | 22.54% | 9/6/2023 |
 Meta (META) | 0.56% | 0% | 29.29% | 2/1/2025 |
 Block Inc. (XYZ) | 0.55% | 0% | 30.93% | 12/27/2022 |
 Fortinet (FTNT) | 0.49% | 0% | 30.84% | 2/1/2025 |
 Ethereum (ETH) | 0.34% | 0% | 30.93% | 12/27/2022 |
 Brookfield (BAM) | 0.34% | 0% | 35.04% | 1/10/2024 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.32% | 0% | 16.33% | 2/1/2025 |
 Schneider Electric (SU.PA) | 0.3% | 0% | 23.72% | 2/1/2025 |
 Alibaba (BABA) | 0.26% | 0% | 30.93% | 12/27/2022 |
 ARK Innovation ETF (ARKK) | 0.18% | 0% | 30.93% | 12/27/2022 |
 ARK Fintech Innovation ETF (ARKF) | 0.18% | 0% | 30.93% | 12/27/2022 |
 Air Liquide (AI.PA) | 0.18% | 0% | 23.72% | 2/1/2025 |
 Proshares Ultra S&P 500 (SSO) | 0.11% | 0% | 16.33% | 2/1/2025 |
 Airbus (AIR.PA) | 0.1% | 0% | 23.72% | 2/1/2025 |
 Sea (SE) | 0.09% | 0% | 30.93% | 12/27/2022 |
 Vanguard Total World Stock ETF (VT.US) | 0.09% | 0% | 8.67% | 2/1/2025 |
 Visa (V) | 0.07% | 0% | 6.75% | 11/22/2023 |
 Mastercard (MA) | 0.07% | 0% | 6.75% | 11/22/2023 |
 Disney (DIS) | 0.06% | 0% | 14.42% | 11/22/2023 |
 Reddit Inc (RDDT) | 0.05% | 0% | 23.91% | 2/1/2025 |
 ARK Next Generation Internet ETF (ARKW) | 0.04% | 0% | 30.93% | 12/27/2022 |
 NVIDIA (NVDA) | 0.03% | 0% | 30.93% | 12/27/2022 |
 KLA (KLAC) | 0.02% | 0% | 18.7% | 2/1/2025 |
 Cadence (CDNS) | 0.02% | 0% | 5.47% | 2/1/2025 |
 iShares Semiconductor ETF (SOXX) | 0.02% | 0% | 18.89% | 2/1/2025 |
 Technology Select Sector SPDR (XLK) | 0.02% | 0% | 9.95% | 5/13/2024 |
 Schwab International Equity ETF (SCHF) | 0.01% | 0% | 5.47% | 2/1/2025 |
 ATOSS (AOF.DE) | 0.01% | 0% | 5.47% | 2/1/2025 |
 Bank of America (BAC) | 0.01% | 0% | 1.28% | 4/25/2024 |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0% | 0% | 3.92% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 7.39% | 8.62% |
| Berkshire Hathaway (BRK.B) | 7.56% | 8.37% |
| Amazon (AMZN) | 4.31% | 8.08% |
| Microsoft (MSFT) | 5.68% | 6.13% |
| Invesco QQQ (QQQ) | 4.31% | 5.84% |
| Alphabet (GOOG) | 3.66% | 5.81% |
| Vanguard Total Stock Market ETF (VTI) | 5.54% | 4.89% |
| Vanguard S&P 500 Growth ETF (VOOG) | 4.31% | 4.54% |
| SPDR S&P 500 ETF (SPY) | 4.62% | 4.23% |
| Nintendo (NTDOY) | 4.01% | 4.02% |
| STAG (STAG) | 6.46% | 3.88% |
| Realty Income (O) | 7.08% | 3.77% |
| Vanguard S&P 500 Value ETF (VOOV) | 4% | 3.63% |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 4.42% | 3.31% |
| ProShares UltraPro QQQ (TQQQ) | 0.92% | 3.05% |
| ProShares UltraPro S&P 500 (UPRO) | 1.85% | 2.88% |
| Vanguard FTSE All-World ex-US (VEU) | 3.82% | 2.79% |
| Vanguard S&P 500 ETF (VOO) | 3.13% | 2.7% |
| ASML (ASML) | 2.92% | 2.01% |
| Meta (META) | 2.4% | 2% |
| Fortinet (FTNT) | 1.98% | 1.97% |
| VanEck Morningstar Wide Moat ETF (MOAT) | 1.85% | 1.68% |
| Schneider Electric (SU.PA) | 1.71% | 1.24% |
| Vanguard Total World Stock ETF (VT.US) | 1.54% | 1.06% |
| Proshares Ultra S&P 500 (SSO) | 0.89% | 0.75% |
| Air Liquide (AI.PA) | 1.05% | 0.68% |
| Airbus (AIR.PA) | 0.64% | 0.44% |
| Bitcoin (BTC) | 0.25% | 0.43% |
| Cadence (CDNS) | 0.53% | 0.36% |
| Reddit Inc (RDDT) | 0.16% | 0.33% |
| ATOSS (AOF.DE) | 0.31% | 0.2% |
| Schwab International Equity ETF (SCHF) | 0.31% | 0.2% |
| KLA (KLAC) | 0.18% | 0.1% |
| iShares Semiconductor ETF (SOXX) | 0.15% | 0.09% |
| iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0.08% | 0.06% |