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%
GOOG79.07%
VOO71.63%
VGT71.63%
BABA60.06%
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) | 37.97% | 44.93% | 100% | - |
| Vanguard S&P 500 ETF (VOO) | 21.4% | 34.7% | 71.63% | - |
| Alibaba (BABA) | 9.57% | 0% | 60.06% | 4/25/2024 |
 Meta (META) | 9.54% | 0% | 52.25% | 2/26/2024 |
| Vanguard Information Technology (VGT) | 7.41% | 5.49% | 71.63% | - |
| Alphabet (GOOG) | 6.92% | 1.93% | 79.07% | - |
 Bank of America (BAC) | 2.12% | 0% | 56.89% | 5/19/2025 |
 Amazon (AMZN) | 1.86% | 0% | 33.82% | 2/26/2024 |
 PayPal (PYPL) | 0.99% | 1.03% | 58.88% | - |
 Itau Unibanco (ITUB) | 0.47% | 0% | 3.54% | 2/17/2022 |
 SPX500 Index (Non Expiry) (SPX500) | 0.04% | 0% | 0.37% | 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% |