Portfolio Diversification
Range
Most Diversified
15 instruments
January 2, 2023
Least Diversified
9 instruments
January 31, 2025
Average
12.2 instruments
Most Consistent Holdings
Top 5
GOOG100%
META100%
MSFT100%
AMZN100%
ADBE100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Bitcoin (BTC) | 20.9% | 33.03% | 100% | - |
| Meta (META) | 17.72% | 18.17% | 100% | - |
| Alphabet (GOOG) | 10.88% | 11.43% | 100% | - |
| Adobe (ADBE) | 9.33% | 5.49% | 100% | - |
 MercadoLibre (MELI) | 9.11% | 14.18% | 100% | - |
 AutoNation (AN) | 6.51% | 0% | 74.36% | 11/11/2024 |
| Microsoft (MSFT) | 5.39% | 6.47% | 100% | - |
| Amazon (AMZN) | 4.63% | 4.79% | 100% | - |
 Visa (V) | 3.99% | 0% | 83.24% | 1/30/2025 |
 Vanguard S&P 500 ETF (VOO) | 2.96% | 2.68% | 100% | - |
 ProShares UltraPro QQQ (TQQQ) | 2.21% | 0% | 74.36% | 11/11/2024 |
 Apple (AAPL) | 1.64% | 0% | 73.58% | 11/4/2024 |
 Berry Plastics (BERY) | 1.09% | 0% | 27.86% | 9/15/2023 |
 Global Payments (GPN) | 1% | 2.82% | 25.64% | - |
 Nagarro (NA9.DE) | 0.91% | 0% | 36.85% | 11/11/2024 |
 Financial Select Sector SPDR (XLF) | 0.16% | 0% | 6.22% | 2/27/2023 |
 Crocs (CROX) | 0.15% | 0.86% | 15.21% | - |
 iShares Core Dividend Growth ETF (DGRO) | 0.08% | 0% | 6.22% | 2/27/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 24.68% | 32.29% |
| Meta (META) | 9.78% | 18.42% |
| Alphabet (GOOG) | 12.86% | 11.72% |
| MercadoLibre (MELI) | 10.69% | 9.01% |
| Adobe (ADBE) | 11.43% | 7.18% |
| Amazon (AMZN) | 7.01% | 5.34% |
| Visa (V) | 5.83% | 4.66% |
| Global Payments (GPN) | 8.66% | 4.6% |
| Microsoft (MSFT) | 5.07% | 3.79% |
| Vanguard S&P 500 ETF (VOO) | 3.82% | 2.89% |