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Portfolio Diversification
Range
Most Diversified
17 instruments
January 14, 2025
Least Diversified
0 instruments
November 18, 2025
Average
12.9 instruments
Most Consistent Holdings
Top 5
NVDA99.88%
CRWD99.77%
AXP99.41%
BRK.B99.3%
SNOW97.77%
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 | 30.23% | 16.97% | 99.06% | - |
 Vanguard S&P 500 ETF (VOO) | 9.13% | 17.17% | 63.5% | - |
| Crowdstrike (CRWD) | 5.94% | 2.2% | 99.77% | - |
 CPHequities | 5.69% | 1.78% | 98.47% | - |
| American Express (AXP) | 5.47% | 3.61% | 99.41% | - |
| Snowflake (SNOW) | 5.21% | 1.69% | 97.77% | - |
 Invesco QQQ (QQQ) | 5.06% | 12.23% | 56.1% | - |
 Coles (COL.ASX) | 4.52% | 0% | 46.01% | 3/23/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 4.29% | 9.75% | 54.11% | - |
 Woolworths (WOW.ASX) | 4.14% | 0% | 52.23% | 5/15/2025 |
 Hercules Capital (HTGC) | 3.98% | 9.67% | 37.79% | - |
 Ares Capital (ARCC) | 3.45% | 10.9% | 30.52% | - |
| NVIDIA (NVDA) | 3.33% | 3.78% | 99.88% | - |
 ASML (ASML) | 1.58% | 9.14% | 27.11% | - |
 Roblox (RBLX) | 1.42% | 0% | 61.97% | 3/12/2025 |
 Roku (ROKU) | 1.03% | 0% | 61.97% | 3/12/2025 |
 Apple (AAPL) | 0.84% | 0% | 11.27% | 1/2/2024 |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 0.8% | 0% | 14.2% | 5/14/2025 |
 Microsoft (MSFT) | 0.77% | 0% | 23% | 5/14/2025 |
 Alphabet (GOOG) | 0.66% | 0% | 11.27% | 1/2/2024 |
| Berkshire Hathaway (BRK.B) | 0.62% | 0.18% | 99.3% | - |
 Amazon (AMZN) | 0.51% | 0% | 11.27% | 1/2/2024 |
 Petrobras (PBR.A) | 0.41% | 0% | 8.22% | 3/24/2025 |
 thomaspj | 0.18% | 0.76% | 23.83% | - |
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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