Portfolio Diversification
Range
Most Diversified
20 instruments
January 22, 2025
Least Diversified
0 instruments
January 1, 2024
Average
9.3 instruments
Most Consistent Holdings
Top 5
VTI99.62%
META69.29%
MSTR69.29%
ACHR69.29%
SPX50061.23%
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) | 74.13% | 56.06% | 99.62% | - |
 IlMatematico | 4.7% | 7.43% | 66.41% | - |
| Archer Aviation (ACHR) | 4.08% | 7.72% | 69.29% | - |
| MicroStrategy (MSTR) | 3.58% | 6.35% | 69.29% | - |
| SPX500 Index (Non Expiry) (SPX500) | 3.04% | 0% | 61.23% | 4/4/2025 |
| Meta (META) | 2.53% | 3.54% | 69.29% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 2.53% | 0% | 55.66% | 4/4/2025 |
 Palantir (PLTR) | 0.85% | 4.61% | 28.41% | - |
 Bowlero (LUCK) | 0.6% | 1.19% | 39.73% | - |
 UiPath (PATH) | 0.58% | 0.97% | 51.82% | - |
 XRP (XRP) | 0.41% | 0.94% | 35.7% | - |
 AstraZeneca (AZN.L) | 0.32% | 1.17% | 26.49% | - |
 MetLife (MET) | 0.28% | 0.61% | 39.92% | - |
 DJ30 Index (Non Expiry) (DJ30) | 0.25% | 0% | 10.75% | 8/5/2024 |
 Jasmy (JASMY) | 0.24% | 0% | 27.06% | 5/3/2025 |
 UnitedHealth (UNH) | 0.23% | 6.34% | 3.65% | - |
 Amgen (AMGN) | 0.15% | 0.5% | 26.3% | - |
 GER40 Index (Non Expiry) (GER40) | 0.14% | 0% | 4.61% | 8/2/2024 |
 Genmab (GMAB.CO) | 0.11% | 0.38% | 26.49% | - |
 Bristol-Myers Squibb (BMY) | 0.09% | 0.27% | 26.3% | - |
 Hedera Hashgraph (HBAR) | 0.06% | 0.17% | 26.49% | - |
 Broadcom (AVGO) | 0.05% | 0.16% | 31.67% | - |
 Costco (COST) | 0.05% | 0.8% | 5.76% | - |
 Berkshire Hathaway (BRK.B) | 0.02% | 0.3% | 6.33% | - |
 Official Trump (Experimental) (TRUMP) | 0.02% | 0% | 19.77% | 5/3/2025 |
 D-Wave (QBTS) | 0% | 0.23% | 2.11% | - |
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% |