Portfolio Diversification
Range
Most Diversified
13 instruments
February 29, 2024
Least Diversified
12 instruments
January 2, 2023
Average
12.3 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
AMZN100%
TSLA100%
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 |
|---|---|---|---|---|
 SPDR S&P 500 ETF (SPY) | 32.26% | 34.65% | 100% | - |
 NVIDIA (NVDA) | 19.59% | 23.1% | 100% | - |
| Meta (META) | 13.07% | 10.73% | 100% | - |
| Amazon (AMZN) | 9.49% | 5.96% | 100% | - |
| Alphabet (GOOG) | 8.05% | 5.76% | 100% | - |
 Palantir (PLTR) | 6.23% | 13.73% | 100% | - |
| Apple (AAPL) | 4.6% | 2.39% | 100% | - |
| Tesla (TSLA) | 2.01% | 1.44% | 100% | - |
 UPS (UPS) | 1.94% | 0.44% | 100% | - |
 PayPal (PYPL) | 1.08% | 0.43% | 100% | - |
 Bitcoin (BTC) | 0.63% | 0% | 90.38% | 6/12/2025 |
 Ethereum (ETH) | 0.3% | 0.26% | 100% | - |
 Sony (SONY) | 0.19% | 0% | 29.68% | 12/17/2024 |
 Ionq (IONQ) | 0.04% | 0.46% | 9.72% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 ETF (SPY) | 40.85% | 30.88% |
| NVIDIA (NVDA) | 8.6% | 23.98% |
| Meta (META) | 11.91% | 12.27% |
| Palantir (PLTR) | 4.61% | 8.95% |
| Amazon (AMZN) | 11.35% | 8.45% |
| Alphabet (GOOG) | 8.64% | 6.7% |
| Apple (AAPL) | 3.73% | 3.77% |
| Tesla (TSLA) | 2.66% | 2.16% |
| UPS (UPS) | 2.84% | 0.97% |
| Bitcoin (BTC) | 0.89% | 0.82% |
| PayPal (PYPL) | 3.35% | 0.82% |
| Ethereum (ETH) | 0.62% | 0.27% |