Portfolio Diversification
Range
Most Diversified
6 instruments
December 10, 2024
Least Diversified
0 instruments
November 9, 2023
Average
1.6 instruments
Most Consistent Holdings
Top 5
VOO17.37%
HDB17.37%
RY15.81%
WMT14.03%
DELL7.13%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since November 9, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| 55.95% | 0% | 57.02% | 8/1/2024 | |
| Vanguard S&P 500 ETF (VOO) | 8.95% | 0% | 17.37% | 2/1/2025 |
| HDFC (HDB) | 1.81% | 0% | 17.37% | 2/1/2025 |
| RBC (RY) | 1.58% | 0% | 15.81% | 2/1/2025 |
| Walmart (WMT) | 1.48% | 0% | 14.03% | 1/24/2025 |
 NVIDIA (NVDA) | 0.78% | 0% | 3.56% | 8/16/2024 |
 Costco (COST) | 0.76% | 0% | 3.12% | 8/14/2024 |
| Dell (DELL) | 0.68% | 0% | 7.13% | 12/31/2024 |
 TSMC (TSM) | 0.52% | 0% | 2.9% | 10/28/2024 |
 ASML (ASML.NV) | 0.48% | 0% | 4.23% | 8/19/2024 |
 ExxonMobil (XOM) | 0.39% | 0% | 4.9% | 12/31/2024 |
| 0.33% | 0% | 0.45% | 11/17/2023 | |
 Energy Transfer (ET) | 0.27% | 0% | 3.34% | 2/1/2025 |
 Rolls-Royce (RR.L) | 0.24% | 0% | 2.9% | 8/14/2024 |
 Xiaomi (1810.HK) | 0.22% | 0% | 2.67% | 2/1/2025 |
 Energy Select Sector SPDR (XLE) | 0.19% | 0% | 1.78% | 2/1/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.11% | 0% | 0.45% | 8/2/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 52.01% | 51.74% |
| HDFC (HDB) | 10.4% | 10.76% |
| Walmart (WMT) | 10.41% | 10.58% |
| RBC (RY) | 10.41% | 10.07% |