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Portfolio Diversification
Range
Most Diversified
35 instruments
December 21, 2024
Least Diversified
0 instruments
February 2, 2025
Average
24.9 instruments
Most Consistent Holdings
Top 5
GOOG99.74%
MSFT99.74%
AAPL99.68%
AMZN99.68%
BRK.B99.68%
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) | 8.11% | 8.5% | 99.68% | - |
| Berkshire Hathaway (BRK.B) | 7.83% | 6.81% | 99.68% | - |
| Microsoft (MSFT) | 7.15% | 4.62% | 99.74% | - |
| Alphabet (GOOG) | 6.76% | 9.09% | 99.74% | - |
| Amazon (AMZN) | 6.54% | 7.58% | 99.68% | - |
 Realty Income (O) | 6.14% | 6.11% | 99.68% | - |
 STAG (STAG) | 5.85% | 3.45% | 99.68% | - |
 Invesco QQQ (QQQ) | 5.75% | 5.95% | 99.68% | - |
 Vanguard Total Stock Market ETF (VTI) | 4.8% | 4.66% | 99.68% | - |
 State Street SPDR S&P 500 ETF (SPY) | 4.5% | 4.06% | 99.68% | - |
 Vanguard S&P 500 Growth ETF (VOOG) | 4.34% | 4.53% | 96.13% | - |
 Nintendo (NTDOY) | 3.95% | 2.61% | 99.68% | - |
 ASML (ASML) | 2.93% | 3.23% | 99.68% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 2.73% | 0% | 63.65% | 2/21/2025 |
 ProShares UltraPro QQQ (TQQQ) | 2.57% | 4.05% | 99.68% | - |
 Brookfield (BN.US) | 2.38% | 2.16% | 65.72% | - |
 ProShares UltraPro S&P 500 (UPRO) | 2.32% | 3.28% | 99.68% | - |
 Vanguard FTSE All-World ex-US (VEU) | 2.11% | 4.72% | 53.84% | - |
 Vanguard S&P 500 ETF (VOO) | 1.42% | 2.58% | 53.78% | - |
 Schwab International Equity ETF (SCHF) | 1.32% | 4.79% | 32.86% | - |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 1.25% | 3.44% | 40.61% | - |
 Proshares Ultra S&P 500 (SSO) | 1.04% | 3.7% | 40.54% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.95% | 0% | 41.9% | 10/29/2024 |
 VanEck Morningstar Wide Moat ETF (MOAT) | 0.86% | 0% | 45.45% | 2/20/2025 |
 Agree Realty (ADC) | 0.8% | 0% | 30.34% | 1/10/2024 |
 Uber (UBER) | 0.79% | 0% | 23.89% | 3/17/2026 |
 Bitcoin (BTC) | 0.66% | 0% | 68.24% | 11/13/2025 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.46% | 0% | 15.95% | 9/6/2023 |
 Meta (META) | 0.43% | 0% | 22.14% | 2/24/2025 |
 Block Inc. (XYZ) | 0.39% | 0% | 21.89% | 12/27/2022 |
 Fortinet (FTNT) | 0.37% | 0% | 22.98% | 2/20/2025 |
 Ethereum (ETH) | 0.24% | 0% | 21.89% | 12/27/2022 |
 Brookfield (BAM) | 0.24% | 0% | 24.79% | 1/10/2024 |
 Schneider Electric (SU.PA) | 0.22% | 0% | 17.95% | 2/20/2025 |
 Alibaba (BABA) | 0.18% | 0% | 21.89% | 12/27/2022 |
 Air Liquide (AI.PA) | 0.13% | 0% | 18.01% | 2/21/2025 |
 ARK Innovation ETF (ARKK) | 0.13% | 0% | 21.89% | 12/27/2022 |
 ARK Blockchain & Fintech Innovation ETF (ARKF) | 0.13% | 0% | 21.89% | 12/27/2022 |
 Reddit Inc (RDDT) | 0.09% | 0% | 35.18% | 11/13/2025 |
 Vanguard Total World Stock ETF (VT.US) | 0.08% | 0% | 7.3% | 2/20/2025 |
 Airbus (AIR.PA) | 0.08% | 0% | 17.95% | 2/20/2025 |
 Sea (SE) | 0.07% | 0% | 21.89% | 12/27/2022 |
 Visa (V) | 0.05% | 0% | 4.78% | 11/22/2023 |
 Mastercard (MA) | 0.05% | 0% | 4.78% | 11/22/2023 |
 Disney (DIS) | 0.04% | 0% | 10.2% | 11/22/2023 |
 ARK Next Generation Internet ETF (ARKW) | 0.03% | 0% | 21.89% | 12/27/2022 |
 Iberdrola (IBE.MC) | 0.03% | 0% | 0.9% | 3/10/2025 |
 NVIDIA (NVDA) | 0.02% | 0% | 21.89% | 12/27/2022 |
 Cadence (CDNS) | 0.02% | 0% | 5.29% | 2/24/2025 |
 Palantir (PLTR) | 0.02% | 0% | 2.07% | 12/16/2025 |
 KLA (KLAC) | 0.02% | 0% | 14.65% | 2/24/2025 |
 iShares Semiconductor ETF (SOXX) | 0.01% | 0% | 14.78% | 2/24/2025 |
 State Street Technology Select Sector SPDR ETF (XLK) | 0.01% | 0% | 7.04% | 5/13/2024 |
 ATOSS (AOF.DE) | 0.01% | 0% | 5.29% | 2/24/2025 |
 Rheinmetall (RHM.DE) | 0% | 0% | 4.07% | 3/26/2026 |
 Bank of America (BAC) | 0% | 0% | 0.9% | 4/25/2024 |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0% | 0% | 3.94% | 2/20/2025 |
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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