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Portfolio Diversification
Range
Most Diversified
28 instruments
October 22, 2022
Least Diversified
0 instruments
February 2, 2025
Average
10.4 instruments
Most Consistent Holdings
Top 5
MSFT70.24%
VGT68.27%
V65.8%
VOO51.4%
AXP38.45%
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 |
|---|---|---|---|---|
| Vanguard Information Technology (VGT) | 14.33% | 30.58% | 68.27% | - |
| Vanguard S&P 500 ETF (VOO) | 6.81% | 4.83% | 51.4% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 5.81% | 23.38% | 33.95% | - |
| Microsoft (MSFT) | 5.31% | 0% | 70.24% | 2/18/2025 |
 Invesco QQQ (QQQ) | 5.11% | 0% | 27.28% | 4/3/2025 |
| Visa (V) | 4.21% | 0% | 65.8% | 2/18/2025 |
 Vanguard Health Care ETF (VHT) | 3.43% | 0% | 26.97% | 6/10/2025 |
 Bitcoin (BTC) | 2.91% | 0% | 27.92% | 1/7/2026 |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 2.53% | 0% | 22.65% | 6/4/2024 |
 Mastercard (MA) | 2.42% | 0% | 34.45% | 11/19/2024 |
 Apple (AAPL) | 2.39% | 0% | 36.87% | 11/19/2024 |
| American Express (AXP) | 2.3% | 0% | 38.45% | 2/18/2025 |
 Vanguard FTSE Emerging Markets (VWO) | 2.27% | 9.86% | 22.21% | - |
 Alphabet (GOOGL) | 2.01% | 0% | 30.14% | 2/18/2025 |
 Ishares Msci Europe Financia (EUFN) | 1.89% | 0% | 8.5% | 10/22/2025 |
 LVMH (MC.PA) | 1.86% | 0% | 28.62% | 5/3/2024 |
 TSMC (TSM) | 1.86% | 0% | 27.98% | 7/18/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 1.8% | 19.63% | 13.71% | - |
 iShares Gold Trust (IAU) | 1.74% | 0% | 15.99% | 9/18/2022 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 1.62% | 0% | 11.99% | 8/10/2023 |
 iShares Global clean energy ETF (ICLN) | 1.59% | 11.71% | 13.71% | - |
 Vanguard Financials ETF (VFH) | 1.46% | 0% | 7.11% | 6/10/2025 |
 Vanguard Intermediate-Term Corp (VCIT) | 1.44% | 0% | 16.56% | 7/21/2023 |
 Kering (KER.PA) | 1.36% | 0% | 18.34% | 12/6/2022 |
 Vanguard FTSE All-World ex-US (VEU) | 1.29% | 0% | 12.88% | 2/16/2024 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 1.28% | 0% | 12.88% | 2/16/2024 |
 Vanguard Short-Term Corporate (VCSH) | 1.01% | 0% | 11.55% | 5/3/2023 |
 Vanguard Total Stock Market ETF (VTI) | 0.99% | 0% | 4.63% | 5/9/2022 |
 BMW (BMW.DE) | 0.89% | 0% | 13.07% | 10/19/2023 |
 Vanguard FTSE Europe ETF (VGK) | 0.85% | 0% | 7.74% | 5/9/2022 |
 BlackRock (BLK) | 0.72% | 0% | 9.2% | 6/5/2024 |
 iShares Core S&P 500 ETF (IVV) | 0.59% | 0% | 5.2% | 7/24/2023 |
 BHP (BHP) | 0.59% | 0% | 7.49% | 4/25/2023 |
 Meta (META) | 0.57% | 0% | 7.17% | 7/29/2022 |
 Hermes (RMS.PA) | 0.56% | 0% | 7.99% | 10/27/2022 |
 JPMorgan (JPM) | 0.5% | 0% | 11.87% | 2/16/2024 |
 Fortescue (FMG.ASX) | 0.48% | 0% | 6.85% | 4/26/2023 |
 Applied Materials (AMAT) | 0.46% | 0% | 6.41% | 4/25/2023 |
 Goldman Sachs (GS) | 0.44% | 0% | 10.53% | 2/16/2024 |
 Ethereum (ETH) | 0.43% | 0% | 10.28% | 3/21/2025 |
 Reliance Steel (RS) | 0.4% | 0% | 4.7% | 4/25/2023 |
 Nintendo (NTDOY) | 0.37% | 0% | 5.27% | 11/17/2022 |
 Ishares Global Industrials E (EXI) | 0.35% | 0% | 3.87% | 5/20/2026 |
 PCA (PKG) | 0.34% | 0% | 4.31% | 3/22/2023 |
 iShares US Aerospace & Defense ETF (ITA) | 0.3% | 0% | 3.11% | 2/25/2026 |
 State Street SPDR S&P 500 ETF (SPY) | 0.3% | 0% | 2.98% | 7/24/2023 |
 Coca-Cola (KO) | 0.3% | 0% | 7.17% | 2/9/2024 |
 Texas Instruments (TXN) | 0.3% | 0% | 7.17% | 4/17/2023 |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 0.27% | 0% | 2.79% | 7/21/2023 |
 Schwab U.S. Aggregate Bond ETF (SCHZ) | 0.27% | 0% | 2.79% | 7/21/2023 |
 Alphabet (GOOG) | 0.24% | 0% | 3.36% | 2/22/2022 |
 SPDR Portfolio Short Term Corporate Bond ETF (SPSB) | 0.22% | 0% | 2.22% | 6/7/2023 |
 Global X Uranium ETF (URA) | 0.21% | 0% | 4.7% | 5/10/2022 |
 Expeditors (EXPD) | 0.2% | 0% | 2.66% | 3/22/2023 |
 PayPal (PYPL) | 0.2% | 0% | 5.01% | 6/26/2024 |
 Global X Lithium & Battery Tech ETF (LIT.US) | 0.2% | 0% | 4.7% | 5/10/2022 |
 Tesla (TSLA) | 0.19% | 0% | 5.08% | 1/25/2024 |
 Coursera (COUR) | 0.19% | 0% | 4.89% | 1/25/2024 |
 Deere (DE) | 0.18% | 0% | 5.27% | 11/9/2023 |
 Palantir (PLTR) | 0.16% | 0% | 4.89% | 1/25/2024 |
 Pfizer (PFE) | 0.14% | 0% | 6.22% | 1/11/2023 |
 ASML (ASML) | 0.13% | 0% | 4.31% | 11/14/2022 |
 WisdomTree Europe Defence UCITS ETF (WDEF.L) | 0.13% | 0% | 1.33% | 3/18/2026 |
 CSX (CSX) | 0.13% | 0% | 1.59% | 3/22/2023 |
 Nike (NKE) | 0.12% | 0% | 3.62% | 8/31/2023 |
 Advanced Energy (AEIS) | 0.11% | 0% | 1.59% | 4/17/2023 |
 Ferrexpo (FXPO.L) | 0.1% | 0% | 1.33% | 2/7/2023 |
 Invesco Solar ETF (TAN) | 0.1% | 0% | 4.63% | 5/10/2022 |
 iShares 0-1 Year Treasury Bond (SHV) | 0.1% | 0% | 1.27% | 8/10/2023 |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.07% | 0% | 3.11% | 2/24/2022 |
 Procter & Gamble (PG) | 0.06% | 0% | 4.76% | 12/16/2022 |
 Fortinet (FTNT) | 0.06% | 0% | 0.82% | 6/18/2024 |
 Chubb (CB) | 0.05% | 0% | 4.76% | 12/16/2022 |
 Iberdrola (IBE.MC) | 0.05% | 0% | 1.46% | 11/9/2023 |
 Costco (COST) | 0.05% | 0% | 1.33% | 8/31/2023 |
 AT&T (T.US) | 0.05% | 0% | 4.76% | 12/16/2022 |
 Richemont (CFR.ZU) | 0.05% | 0% | 1.02% | 5/11/2022 |
 AbbVie (ABBV) | 0.04% | 0% | 4.82% | 12/17/2022 |
 Cisco (CSCO) | 0.04% | 0% | 4.76% | 12/16/2022 |
 Walmart (WMT) | 0.04% | 0% | 4.76% | 12/16/2022 |
 Johnson & Johnson (JNJ) | 0.04% | 0% | 4.76% | 12/16/2022 |
 S&P Global (SPGI) | 0.04% | 0% | 3.3% | 11/18/2022 |
 Alibaba (BABA) | 0.04% | 0% | 0.7% | 5/14/2024 |
 PepsiCo (PEP) | 0.03% | 0% | 0.76% | 2/18/2025 |
 McDonald's (MCD) | 0.03% | 0% | 3.3% | 11/18/2022 |
 Medtronic (MDT.US) | 0.03% | 0% | 3.3% | 11/18/2022 |
 IBM (IBM) | 0.03% | 0% | 3.05% | 11/14/2022 |
 Activision Blizzard, Inc. (ATVI) | 0.03% | 0% | 0.38% | 1/6/2022 |
 Take-Two (TTWO) | 0.03% | 0% | 0.38% | 1/6/2022 |
 AXA (CS.PA) | 0.02% | 0% | 0.63% | 11/9/2023 |
 Samsung (SMSN.L) | 0.02% | 0% | 1.46% | 12/16/2022 |
 Adobe (ADBE) | 0.02% | 0% | 0.38% | 1/6/2022 |
 Thermo Fisher (TMO) | 0.02% | 0% | 0.44% | 4/24/2023 |
 Airbnb (ABNB) | 0.02% | 0% | 0.44% | 2/16/2024 |
 Rite Aid (RADCQ) | 0.02% | 0% | 0.7% | 9/14/2022 |
 AMC (AMC) | 0.02% | 0% | 0.7% | 9/14/2022 |
 Coinbase (COIN) | 0.01% | 0% | 0.57% | 9/12/2022 |
 Robinhood Markets Inc. (HOOD) | 0.01% | 0% | 0.25% | 9/9/2022 |
 PDD Holdings (PDD) | 0% | 0% | 0.06% | 6/27/2024 |
 Albemarle (ALB) | 0% | 0% | 0.06% | 4/21/2023 |
 Lam Research (LRCX) | 0% | 0% | 0.06% | 10/27/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Information Technology (VGT) | 24.21% | 30.84% |
| Vanguard FTSE Developed Market ETF (VEA) | 21.34% | 20.17% |
| iShares Global clean energy ETF (ICLN) | 15.38% | 13.41% |
| Bitcoin (BTC) | 12.42% | 10.79% |
| Vanguard FTSE Emerging Markets (VWO) | 11.19% | 10.52% |
| VanEck Vectors Semiconductor ETF (SMH) | 11.19% | 10.13% |
| Vanguard S&P 500 ETF (VOO) | 4.28% | 4.15% |
Cash & Instruments Over Time
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