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Portfolio Diversification
Range
Most Diversified
17 instruments
January 14, 2025
Least Diversified
0 instruments
November 18, 2025
Average
13 instruments
Most Consistent Holdings
Top 5
NVDA99.89%
CRWD99.78%
AXP99.44%
BRK.B99.33%
SNOW97.88%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since September 28, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Marco199610 | 29.47% | 0% | 98.89% | 3/16/2026 |
 Vanguard S&P 500 ETF (VOO) | 9.56% | 12.07% | 65.37% | - |
| Crowdstrike (CRWD) | 5.75% | 2.18% | 99.78% | - |
 CPHequities | 5.49% | 0% | 98.33% | 3/16/2026 |
 Invesco QQQ (QQQ) | 5.44% | 12.07% | 58.35% | - |
| American Express (AXP) | 5.36% | 3.12% | 99.44% | - |
| Snowflake (SNOW) | 5.02% | 1.54% | 97.88% | - |
 Schwab US Dividend Equity ETF (SCHD) | 4.62% | 10.67% | 56.46% | - |
 Coles (COL.ASX) | 4.29% | 0% | 43.65% | 3/23/2025 |
 Hercules Capital (HTGC) | 4.21% | 5.2% | 40.98% | - |
 Woolworths (WOW.ASX) | 3.93% | 0% | 49.55% | 5/15/2025 |
 Ares Capital (ARCC) | 3.82% | 10.26% | 34.08% | - |
| NVIDIA (NVDA) | 3.35% | 3.76% | 99.89% | - |
 ASML (ASML) | 1.97% | 9.08% | 30.85% | - |
 Roblox (RBLX) | 1.35% | 0% | 58.8% | 3/12/2025 |
 Roku (ROKU) | 0.97% | 0% | 58.8% | 3/12/2025 |
 Apple (AAPL) | 0.79% | 0% | 10.69% | 1/2/2024 |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 0.76% | 0% | 13.47% | 5/14/2025 |
 Microsoft (MSFT) | 0.73% | 0% | 21.83% | 5/14/2025 |
 Alphabet (GOOG) | 0.63% | 0% | 10.69% | 1/2/2024 |
| Berkshire Hathaway (BRK.B) | 0.6% | 0.2% | 99.33% | - |
 Amazon (AMZN) | 0.48% | 0% | 10.69% | 1/2/2024 |
 Petrobras (PBR.A) | 0.39% | 0% | 7.8% | 3/24/2025 |
 thomaspj | 0.21% | 0% | 27.51% | 3/16/2026 |
 Bitcoin (BTC) | 0.03% | 1.32% | 3.01% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 17.71% | 17.47% |
| Marco199610 | 15.21% | 17.41% |
| Invesco QQQ (QQQ) | 12.28% | 12.38% |
| Ares Capital (ARCC) | 14.32% | 10.99% |
| Hercules Capital (HTGC) | 12.04% | 10.09% |
| Schwab US Dividend Equity ETF (SCHD) | 11.42% | 9.43% |
| ASML (ASML) | 6.06% | 7.04% |
| American Express (AXP) | 2.76% | 3.86% |
| NVIDIA (NVDA) | 2.53% | 3.82% |
| Crowdstrike (CRWD) | 1.01% | 2.4% |
| Snowflake (SNOW) | 1.68% | 1.93% |
| CPHequities | 1.48% | 1.7% |
| thomaspj | 0.91% | 0.79% |
| Berkshire Hathaway (BRK.B) | 0.17% | 0.2% |
Cash & Instruments Over Time
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