Portfolio Diversification
Range
Most Diversified
17 instruments
January 14, 2025
Least Diversified
0 instruments
November 18, 2025
Average
12.8 instruments
Most Consistent Holdings
Top 5
NVDA99.88%
CRWD99.75%
AXP99.38%
BRK.B99.26%
SNOW97.64%
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 | 30.96% | 17.55% | 99.01% | - |
 Vanguard S&P 500 ETF (VOO) | 8.66% | 17.4% | 61.41% | - |
| Crowdstrike (CRWD) | 6.15% | 2.58% | 99.75% | - |
 CPHequities | 5.92% | 1.68% | 98.39% | - |
| American Express (AXP) | 5.56% | 3.98% | 99.38% | - |
| Snowflake (SNOW) | 5.4% | 1.91% | 97.64% | - |
 Coles (COL.ASX) | 4.78% | 0% | 48.64% | 3/23/2025 |
 Invesco QQQ (QQQ) | 4.65% | 12.32% | 53.6% | - |
 Woolworths (WOW.ASX) | 4.38% | 0% | 55.21% | 5/15/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 3.99% | 9.48% | 51.49% | - |
 Hercules Capital (HTGC) | 3.65% | 10.07% | 34.24% | - |
| NVIDIA (NVDA) | 3.31% | 3.57% | 99.88% | - |
 Ares Capital (ARCC) | 3.01% | 11.29% | 26.55% | - |
 Roblox (RBLX) | 1.5% | 0% | 65.51% | 3/12/2025 |
 ASML (ASML) | 1.22% | 7.08% | 22.95% | - |
 Roku (ROKU) | 1.09% | 0% | 65.51% | 3/12/2025 |
 Apple (AAPL) | 0.88% | 0% | 11.91% | 1/2/2024 |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 0.85% | 0% | 15.01% | 5/14/2025 |
 Microsoft (MSFT) | 0.81% | 0% | 24.32% | 5/14/2025 |
 Alphabet (GOOG) | 0.7% | 0% | 11.91% | 1/2/2024 |
| Berkshire Hathaway (BRK.B) | 0.65% | 0.2% | 99.26% | - |
 Amazon (AMZN) | 0.53% | 0% | 11.91% | 1/2/2024 |
 Petrobras (PBR.A) | 0.44% | 0% | 8.68% | 3/24/2025 |
 thomaspj | 0.15% | 0.78% | 19.48% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Marco199610 | 30.55% | 33.96% |
| Vanguard S&P 500 ETF (VOO) | 17.93% | 14.81% |
| Coles (COL.ASX) | 8.45% | 8.05% |
| Woolworths (WOW.ASX) | 8.44% | 6.23% |
| Crowdstrike (CRWD) | 3.29% | 5.52% |
| American Express (AXP) | 3.51% | 5.49% |
| Invesco QQQ (QQQ) | 5.48% | 4.49% |
| Microsoft (MSFT) | 5.47% | 4.36% |
| CPHequities | 4.35% | 4.3% |
| Snowflake (SNOW) | 5.48% | 4.28% |
| NVIDIA (NVDA) | 1.1% | 2.77% |
| Schwab US Dividend Equity ETF (SCHD) | 3.12% | 2.39% |
| Roblox (RBLX) | 1.1% | 1.85% |
| Roku (ROKU) | 1.1% | 0.95% |
| Berkshire Hathaway (BRK.B) | 0.55% | 0.57% |