Portfolio Diversification
Range
Most Diversified
9 instruments
August 8, 2023
Least Diversified
3 instruments
January 1, 2022
Average
5.9 instruments
Most Consistent Holdings
Top 5
BTC100%
GOOG77.57%
VOO69.59%
VGT69.59%
BABA64.38%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Bitcoin (BTC) | 37.45% | 46.16% | 100% | - |
| Vanguard S&P 500 ETF (VOO) | 20.49% | 33.42% | 69.59% | - |
| Alibaba (BABA) | 10.26% | 0% | 64.38% | 4/25/2024 |
 Meta (META) | 10.23% | 0% | 56% | 2/26/2024 |
| Vanguard Information Technology (VGT) | 7.57% | 5.09% | 69.59% | - |
| Alphabet (GOOG) | 7.19% | 3.9% | 77.57% | - |
 Bank of America (BAC) | 2.27% | 0% | 60.98% | 5/19/2025 |
 Amazon (AMZN) | 1.99% | 0% | 36.26% | 2/26/2024 |
 PayPal (PYPL) | 0.98% | 1.15% | 55.92% | - |
 Itau Unibanco (ITUB) | 0.5% | 0% | 3.79% | 2/17/2022 |
 SPX500 Index (Non Expiry) (SPX500) | 0.04% | 0% | 0.39% | 2/13/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 32.25% | 42.51% |
| Vanguard S&P 500 ETF (VOO) | 41.89% | 34.56% |
| Vanguard Information Technology (VGT) | 19.41% | 16.35% |
| Alphabet (GOOG) | 3.26% | 3.38% |
| Bank of America (BAC) | 1.53% | 1.64% |
| PayPal (PYPL) | 1.66% | 1.56% |