Portfolio Diversification
Range
Most Diversified
17 instruments
January 14, 2025
Least Diversified
7 instruments
September 28, 2023
Average
12.6 instruments
Most Consistent Holdings
Top 5
NVDA100%
CRWD99.84%
AXP99.68%
BRK.B99.2%
SNOW97.11%
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 | 34.38% | 22.18% | 100% | - |
| Crowdstrike (CRWD) | 7.2% | 3.12% | 99.84% | - |
 CPHequities | 7.19% | 1.86% | 99.2% | - |
 Vanguard S&P 500 ETF (VOO) | 6.41% | 16.66% | 50.24% | - |
| Snowflake (SNOW) | 6.37% | 2.32% | 97.11% | - |
| American Express (AXP) | 6.26% | 2.14% | 99.68% | - |
 Coles (COL.ASX) | 6.19% | 0% | 62.92% | 3/23/2025 |
 Woolworths (WOW.ASX) | 5.67% | 0% | 71.43% | 5/15/2025 |
| NVIDIA (NVDA) | 3.17% | 3.68% | 100% | - |
 Invesco QQQ (QQQ) | 2.52% | 11.76% | 40.13% | - |
 Schwab US Dividend Equity ETF (SCHD) | 2.32% | 11.73% | 37.4% | - |
 Roblox (RBLX) | 1.94% | 0% | 84.75% | 3/12/2025 |
 Hercules Capital (HTGC) | 1.76% | 11.93% | 15.09% | - |
 Roku (ROKU) | 1.4% | 0% | 84.75% | 3/12/2025 |
 Apple (AAPL) | 1.14% | 0% | 15.41% | 1/2/2024 |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 1.1% | 0% | 19.42% | 5/14/2025 |
 Microsoft (MSFT) | 1.05% | 0% | 31.46% | 5/14/2025 |
 Alphabet (GOOG) | 0.9% | 0% | 15.41% | 1/2/2024 |
| Berkshire Hathaway (BRK.B) | 0.78% | 0.25% | 99.2% | - |
 Amazon (AMZN) | 0.69% | 0% | 15.41% | 1/2/2024 |
 Ares Capital (ARCC) | 0.61% | 11.88% | 5.14% | - |
 Petrobras (PBR.A) | 0.56% | 0% | 11.24% | 3/24/2025 |
 ASML (ASML) | 0% | 0.33% | 0.48% | - |
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% |