Portfolio Diversification
Range
Most Diversified
22 instruments
July 12, 2025
Least Diversified
0 instruments
January 1, 2024
Average
10.3 instruments
Most Consistent Holdings
Top 5
VTI99.65%
META71.83%
MSTR71.83%
ACHR71.83%
SPX50056.16%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 72.54% | 53.72% | 99.65% | - |
 IlMatematico | 4.91% | 7.33% | 69.19% | - |
| Archer Aviation (ACHR) | 4.39% | 7.79% | 71.83% | - |
| MicroStrategy (MSTR) | 3.82% | 6.33% | 71.83% | - |
| SPX500 Index (Non Expiry) (SPX500) | 2.79% | 0% | 56.16% | 4/4/2025 |
| Meta (META) | 2.61% | 3.28% | 71.83% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 2.32% | 0% | 51.06% | 4/4/2025 |
 Palantir (PLTR) | 1.18% | 5.05% | 34.33% | - |
 UnitedHealth (UNH) | 0.72% | 5.54% | 11.62% | - |
 Bowlero (LUCK) | 0.65% | 1.33% | 44.72% | - |
 UiPath (PATH) | 0.61% | 0.84% | 55.81% | - |
 XRP (XRP) | 0.47% | 1.27% | 41.02% | - |
 AstraZeneca (AZN.L) | 0.38% | 1.05% | 32.57% | - |
 MetLife (MET) | 0.31% | 0.54% | 44.89% | - |
 DJ30 Index (Non Expiry) (DJ30) | 0.23% | 0% | 9.86% | 8/5/2024 |
 Jasmy (JASMY) | 0.22% | 0% | 24.82% | 5/3/2025 |
 Amgen (AMGN) | 0.18% | 0.49% | 32.39% | - |
 GER40 Index (Non Expiry) (GER40) | 0.13% | 0% | 4.23% | 8/2/2024 |
 Genmab (GMAB.CO) | 0.13% | 0.34% | 32.57% | - |
 Costco (COST) | 0.11% | 0.67% | 13.56% | - |
 Bristol-Myers Squibb (BMY) | 0.1% | 0.25% | 32.39% | - |
 Rigetti (RGTI) | 0.09% | 1.41% | 7.92% | - |
 Hedera Hashgraph (HBAR) | 0.07% | 0.24% | 32.57% | - |
 Broadcom (AVGO) | 0.06% | 0.17% | 37.32% | - |
 Berkshire Hathaway (BRK.B) | 0.04% | 0.26% | 14.08% | - |
 D-Wave (QBTS) | 0.02% | 0.23% | 10.21% | - |
 Rheinmetall (RHM.DE) | 0.02% | 0.76% | 2.29% | - |
 Official Trump (Experimental) (TRUMP) | 0.02% | 0% | 18.13% | 5/3/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 67.76% | 63.12% |
| Archer Aviation (ACHR) | 3.79% | 8.61% |
| IlMatematico | 8.45% | 7.09% |
| MicroStrategy (MSTR) | 4.97% | 5.73% |
| Meta (META) | 3.79% | 3.47% |
| NASDAQ100 Index (Non Expiry) (NSDQ100) | 1.18% | 3.37% |
| SPX500 Index (Non Expiry) (SPX500) | 1.18% | 2.76% |
| Bowlero (LUCK) | 2.37% | 1.53% |
| Jasmy (JASMY) | 2.37% | 1.32% |
| UiPath (PATH) | 1.35% | 1.09% |
| XRP (XRP) | 1.66% | 1.05% |
| MetLife (MET) | 0.95% | 0.73% |
| Broadcom (AVGO) | 0.24% | 0.18% |