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Portfolio Diversification
Range
Most Diversified
46 instruments
January 31, 2026
Least Diversified
0 instruments
January 11, 2025
Average
38.2 instruments
Most Consistent Holdings
Top 5
GOOG98.9%
META98.9%
MSFT98.9%
AMZN98.9%
CSCO98.9%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 11, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 12.79% | 6.92% | 98.9% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 10.76% | 15.11% | 68.06% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 9.04% | 8.93% | 98.9% | - |
| Microsoft (MSFT) | 4.84% | 8.41% | 98.9% | - |
| Alphabet (GOOG) | 3.5% | 3.57% | 98.9% | - |
 Home Depot (HD) | 2.99% | 2.77% | 81.94% | - |
 Novo-Nordisk (NVO) | 2.86% | 9.47% | 54.19% | - |
 Nike (NKE) | 2.56% | 2.13% | 88.11% | - |
 Cintas (CTAS) | 2.43% | 0.89% | 91.85% | - |
 iShares US Technology ETF (IYW) | 2.23% | 1.87% | 98.9% | - |
 Visa (V) | 2.19% | 0.51% | 98.68% | - |
 Schwab US Dividend Equity ETF (SCHD) | 2.06% | 3.08% | 75.77% | - |
 MercadoLibre (MELI) | 2.06% | 0.81% | 98.9% | - |
| Meta (META) | 2% | 3.17% | 98.9% | - |
 NVIDIA (NVDA) | 1.96% | 5.42% | 54.19% | - |
 American Express (AXP) | 1.71% | 0.98% | 75.77% | - |
 Caterpillar (CAT) | 1.65% | 1.2% | 91.85% | - |
 Procter & Gamble (PG) | 1.64% | 0.25% | 98.68% | - |
 Nucor (NUE) | 1.63% | 1.75% | 75.77% | - |
 iShares Bitcoin Trust (IBIT) | 1.55% | 0.44% | 75.77% | - |
 Alibaba (BABA) | 1.43% | 0.25% | 91.85% | - |
 Coca-Cola (KO) | 1.36% | 0.32% | 98.68% | - |
 Lululemon (LULU) | 1.28% | 1.95% | 42.95% | - |
 Mastercard (MA) | 1.25% | 0.31% | 98.68% | - |
 Johnson & Johnson (JNJ) | 1.19% | 0.27% | 98.68% | - |
| Cisco (CSCO) | 1.18% | 0.16% | 98.9% | - |
 Nu (NU) | 1.16% | 1.39% | 98.9% | - |
 Walmart (WMT) | 1.14% | 0.26% | 98.68% | - |
 Altria (MO) | 1.09% | 0.21% | 98.68% | - |
 PepsiCo (PEP) | 1% | 0.25% | 88.11% | - |
 Hershey (HSY) | 0.95% | 0.6% | 81.94% | - |
 Vanguard Total International Stock ETF (VXUS) | 0.87% | 5.46% | 14.76% | - |
 AbbVie (ABBV) | 0.82% | 0.09% | 98.68% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.82% | 0% | 43.83% | 7/31/2025 |
 UnitedHealth (UNH) | 0.71% | 4.58% | 15.2% | - |
 iShares MSCI China ETF (MCHI) | 0.65% | 3.93% | 14.76% | - |
| Amazon (AMZN) | 0.65% | 0.72% | 98.9% | - |
 T. Rowe Price (TROW) | 0.6% | 0% | 75.55% | 2/9/2026 |
 Pfizer (PFE) | 0.6% | 0.07% | 98.68% | - |
 Palantir (PLTR) | 0.46% | 0.31% | 68.06% | - |
 Invesco QQQ (QQQ) | 0.45% | 0.25% | 68.06% | - |
 Realty Income (O) | 0.43% | 0.24% | 68.06% | - |
 McDonald's (MCD) | 0.4% | 0.21% | 68.06% | - |
 Brookfield (BN.US) | 0.37% | 0.42% | 88.11% | - |
 Tesla (TSLA) | 0.37% | 0.02% | 98.9% | - |
 3M (MMM) | 0.32% | 0.05% | 91.85% | - |
 Starbucks (SBUX) | 0.16% | 0.03% | 88.11% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| VanEck Vectors Semiconductor ETF (SMH) | 12.98% | 15.16% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 8.79% | 8.93% |
| Vanguard S&P 500 ETF (VOO) | 8.96% | 8.89% |
| Microsoft (MSFT) | 5.7% | 5.1% |
| NVIDIA (NVDA) | 4.96% | 5% |
| Meta (META) | 4.34% | 4.02% |
| Nike (NKE) | 4.61% | 4.01% |
| Home Depot (HD) | 4.38% | 3.62% |
| Alphabet (GOOG) | 2.65% | 3.6% |
| Schwab US Dividend Equity ETF (SCHD) | 3.64% | 3.48% |
| Lululemon (LULU) | 2.92% | 3.25% |
| Novo-Nordisk (NVO) | 2.91% | 2.83% |
| iShares US Technology ETF (IYW) | 2.47% | 2.46% |
| Nucor (NUE) | 1.75% | 2% |
| American Express (AXP) | 1.31% | 1.46% |
| Cintas (CTAS) | 1.49% | 1.26% |
| MercadoLibre (MELI) | 1.43% | 1.17% |
| Caterpillar (CAT) | 0.8% | 1.13% |
| Visa (V) | 0.77% | 0.74% |
| iShares Bitcoin Trust (IBIT) | 0.88% | 0.69% |
| Hershey (HSY) | 0.7% | 0.67% |
| Brookfield (BN.US) | 0.61% | 0.58% |
| Palantir (PLTR) | 0.44% | 0.49% |
| Mastercard (MA) | 0.48% | 0.45% |
| Alibaba (BABA) | 0.35% | 0.37% |
| Coca-Cola (KO) | 0.39% | 0.36% |
| Nu (NU) | 0.25% | 0.32% |
| Invesco QQQ (QQQ) | 0.29% | 0.32% |
| Procter & Gamble (PG) | 0.4% | 0.32% |
| Johnson & Johnson (JNJ) | 0.25% | 0.3% |
| PepsiCo (PEP) | 0.33% | 0.29% |
| Walmart (WMT) | 0.27% | 0.29% |
| Realty Income (O) | 0.29% | 0.28% |
| McDonald's (MCD) | 0.29% | 0.27% |
| Altria (MO) | 0.24% | 0.23% |
| T. Rowe Price (TROW) | 0.18% | 0.19% |
| Cisco (CSCO) | 0.16% | 0.18% |
| AbbVie (ABBV) | 0.11% | 0.13% |
| Pfizer (PFE) | 0.09% | 0.08% |
| 3M (MMM) | 0.06% | 0.06% |
| Amazon (AMZN) | 0.06% | 0.06% |
| Tesla (TSLA) | 0.04% | 0.04% |
| Starbucks (SBUX) | 0.04% | 0.03% |
Cash & Instruments Over Time
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