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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
NVDA99.29%
CRWD99.09%
AXP98.79%
BRK.B98.79%
SNOW97.47%
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 | 27.92% | 0% | 97.57% | 6/14/2026 |
 Vanguard S&P 500 ETF (VOO) | 10.06% | 10.06% | 67.91% | - |
 Invesco QQQ (QQQ) | 6.06% | 12.11% | 61.54% | - |
| Crowdstrike (CRWD) | 5.42% | 2.93% | 99.09% | - |
 CPHequities | 5.12% | 0% | 97.06% | 6/14/2026 |
| American Express (AXP) | 5.12% | 2.85% | 98.79% | - |
 Schwab US Dividend Equity ETF (SCHD) | 5.02% | 8.52% | 59.82% | - |
| Snowflake (SNOW) | 4.68% | 1.72% | 97.47% | - |
 Hercules Capital (HTGC) | 4.55% | 6.29% | 45.75% | - |
 Ares Capital (ARCC) | 4.43% | 9.7% | 39.47% | - |
 Coles (COL.ASX) | 3.9% | 0% | 39.68% | 3/23/2025 |
 Woolworths (WOW.ASX) | 3.57% | 0% | 45.04% | 5/15/2025 |
| NVIDIA (NVDA) | 3.36% | 3.52% | 99.29% | - |
 ASML (ASML) | 2.53% | 6.01% | 36.54% | - |
 Roblox (RBLX) | 1.22% | 0% | 53.44% | 3/12/2025 |
 Roku (ROKU) | 0.89% | 0% | 53.44% | 3/12/2025 |
 Apple (AAPL) | 0.72% | 0% | 9.72% | 1/2/2024 |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 0.69% | 0% | 12.25% | 5/14/2025 |
 Microsoft (MSFT) | 0.66% | 0% | 19.84% | 5/14/2025 |
 Alphabet (GOOG) | 0.57% | 0% | 9.72% | 1/2/2024 |
| Berkshire Hathaway (BRK.B) | 0.56% | 0.16% | 98.79% | - |
 Amazon (AMZN) | 0.44% | 0% | 9.72% | 1/2/2024 |
 Petrobras (PBR.A) | 0.36% | 0% | 7.09% | 3/24/2025 |
 Bitcoin (BTC) | 0.3% | 2.31% | 11.23% | - |
 thomaspj | 0.25% | 0% | 32.69% | 6/14/2026 |
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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