Portfolio Diversification
Range
Most Diversified
22 instruments
July 12, 2025
Least Diversified
0 instruments
January 1, 2024
Average
12.3 instruments
Most Consistent Holdings
Top 5
VTI99.58%
META77.39%
MSTR77.39%
ACHR77.39%
XRP52.81%
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) | 68.75% | 56.06% | 99.58% | - |
 IlMatematico | 5.41% | 8.11% | 74.72% | - |
| Archer Aviation (ACHR) | 4.97% | 6.64% | 77.39% | - |
| MicroStrategy (MSTR) | 3.94% | 2.63% | 77.39% | - |
| Meta (META) | 2.72% | 2.87% | 77.39% | - |
 SPX500 Index (Non Expiry) (SPX500) | 2.22% | 0% | 44.8% | 4/4/2025 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 1.85% | 0% | 40.73% | 4/4/2025 |
 UnitedHealth (UNH) | 1.76% | 6.28% | 29.35% | - |
 Palantir (PLTR) | 1.63% | 3.15% | 47.47% | - |
| XRP (XRP) | 0.58% | 0.76% | 52.81% | - |
 Bowlero (LUCK) | 0.58% | 0% | 40.31% | 8/26/2025 |
 AstraZeneca (AZN.L) | 0.54% | 1.3% | 46.07% | - |
 UiPath (PATH) | 0.53% | 0% | 51.26% | 9/10/2025 |
 Rigetti (RGTI) | 0.52% | 2.18% | 26.4% | - |
 Iris Energy (IREN) | 0.28% | 1.72% | 13.34% | - |
 MetLife (MET) | 0.27% | 0% | 40.45% | 8/26/2025 |
 Costco (COST) | 0.21% | 0.61% | 30.9% | - |
 Genmab (GMAB.CO) | 0.19% | 0.48% | 46.07% | - |
 DJ30 Index (Non Expiry) (DJ30) | 0.18% | 0% | 7.87% | 8/5/2024 |
 Joby Aviation (JOBY) | 0.18% | 2.74% | 11.24% | - |
 Jasmy (JASMY) | 0.18% | 0% | 19.8% | 5/3/2025 |
 Amgen (AMGN) | 0.16% | 0% | 30.48% | 8/26/2025 |
 Rheinmetall (RHM.DE) | 0.16% | 0.67% | 21.91% | - |
 SPDR Gold (GLD) | 0.15% | 1.53% | 10.25% | - |
 GER40 Index (Non Expiry) (GER40) | 0.1% | 0% | 3.37% | 8/2/2024 |
 Hedera Hashgraph (HBAR) | 0.1% | 0.11% | 46.07% | - |
 Bristol-Myers Squibb (BMY) | 0.09% | 0% | 30.48% | 8/26/2025 |
 Berkshire Hathaway (BRK.B) | 0.09% | 0.27% | 31.32% | - |
 Cronos (CRO) | 0.08% | 0.33% | 14.75% | - |
 D-Wave (QBTS) | 0.07% | 0.28% | 27.67% | - |
 Broadcom (AVGO) | 0.06% | 0% | 34.41% | 8/26/2025 |
 Innodata (INOD) | 0.05% | 1.04% | 4.78% | - |
 Official Trump (Experimental) (TRUMP) | 0.01% | 0% | 14.47% | 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% |