Portfolio Diversification
Range
Most Diversified
9 instruments
December 22, 2022
Least Diversified
0 instruments
February 2, 2025
Average
8.8 instruments
Most Consistent Holdings
Top 5
VOO99.89%
HD99.55%
KO99.55%
META99.21%
BTC99.21%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since September 16, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 27.98% | 30.26% | 99.21% | - |
 Apple (AAPL) | 17.93% | 15.82% | 90.43% | - |
| Bitcoin (BTC) | 13.79% | 28.05% | 99.21% | - |
| Coca-Cola (KO) | 12.66% | 8% | 99.55% | - |
 Red Electrica (RED.MC) | 6.06% | 3.62% | 98.87% | - |
 Iberdrola (IBE.MC) | 5.52% | 4.42% | 90.43% | - |
| Vanguard S&P 500 ETF (VOO) | 3.85% | 2.42% | 99.89% | - |
| Home Depot (HD) | 3.83% | 2.15% | 99.55% | - |
 iShares China Large-Cap ETF (FXI) | 3.37% | 5.19% | 98.99% | - |
 Zuora (ZUO) | 0.6% | 0% | 7.77% | 12/5/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 15.99% | 30.64% |
| Apple (AAPL) | 22.39% | 19.3% |
| Bitcoin (BTC) | 6.4% | 16.86% |
| Coca-Cola (KO) | 12.79% | 7.31% |
| Iberdrola (IBE.MC) | 6.4% | 4.28% |
| Red Electrica (RED.MC) | 6.4% | 3.47% |
| Vanguard S&P 500 ETF (VOO) | 3.2% | 2.63% |
| Home Depot (HD) | 3.2% | 2.45% |
| iShares China Large-Cap ETF (FXI) | 3.2% | 1.99% |