Portfolio Diversification
Range
Most Diversified
28 instruments
June 12, 2024
Least Diversified
0 instruments
February 2, 2025
Average
21 instruments
Most Consistent Holdings
Top 5
QQQ99.77%
SPYG99.77%
MSFT99.53%
GOOG98.36%
SOXX97.66%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since November 30, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 14.45% | 0% | 98.36% | 2/1/2025 |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 11.09% | 0% | 99.77% | 2/1/2025 |
 Apple (AAPL) | 6.74% | 0% | 91.82% | 2/1/2025 |
| iShares Semiconductor ETF (SOXX) | 5.08% | 0% | 97.66% | 2/1/2025 |
 Meta (META) | 4.77% | 0% | 94.39% | 2/1/2025 |
| Invesco QQQ (QQQ) | 4.42% | 0% | 99.77% | 2/1/2025 |
 Aviat (AVNW) | 4.04% | 0% | 83.41% | 2/1/2025 |
| Microsoft (MSFT) | 3.93% | 0% | 99.53% | 2/1/2025 |
 Alibaba (BABA) | 3.83% | 0% | 56.07% | 9/12/2024 |
 CVS Health (CVS) | 3.71% | 0% | 86.68% | 2/1/2025 |
 Amazon (AMZN) | 3.25% | 0% | 94.39% | 2/1/2025 |
 NVIDIA (NVDA) | 3.05% | 0% | 60.51% | 2/1/2025 |
 PayPal (PYPL) | 2.42% | 0% | 50.23% | 9/12/2024 |
 STMicroelectronics (STM.US) | 2.39% | 0% | 87.15% | 2/1/2025 |
 TSMC (TSM) | 2.19% | 0% | 33.64% | 6/5/2024 |
 Mastercard (MA) | 2.09% | 0% | 57.24% | 2/1/2025 |
 Bitcoin (BTC) | 1.96% | 0% | 55.61% | 2/1/2025 |
 Lululemon (LULU) | 1.86% | 0% | 62.38% | 2/1/2025 |
 PDD Holdings (PDD) | 1.85% | 0% | 62.15% | 2/1/2025 |
 Nu (NU) | 1.69% | 0% | 61.92% | 2/1/2025 |
 Cigna (CI) | 1.55% | 0% | 43.69% | 9/12/2024 |
 Ethereum (ETH) | 1.47% | 0% | 54.67% | 2/1/2025 |
 GE (GE) | 1.36% | 0% | 70.33% | 2/1/2025 |
 Alphabet (GOOGL) | 1.34% | 0% | 70.33% | 2/1/2025 |
 Tesla (TSLA) | 1.3% | 0% | 39.72% | 7/11/2024 |
 Starbucks (SBUX) | 1.13% | 0% | 65.19% | 9/12/2024 |
 VICI Properties (VICI) | 1.11% | 0% | 39.25% | 7/17/2024 |
 ADP (ADP) | 1.07% | 0% | 29.44% | 9/12/2024 |
 Adobe (ADBE) | 1.06% | 0% | 42.76% | 9/12/2024 |
 LVMH (MC.PA) | 0.89% | 0% | 9.81% | 2/1/2025 |
 ExxonMobil (XOM) | 0.66% | 0% | 7.94% | 1/30/2024 |
 PVH (PVH) | 0.46% | 0% | 71.03% | 2/1/2025 |
 PepsiCo (PEP) | 0.28% | 0% | 6.54% | 1/23/2024 |
 SPDR S&P 500 ETF (SPY) | 0.17% | 0% | 4.91% | 12/20/2023 |
 American Express (AXP) | 0.13% | 0% | 5.84% | 1/31/2024 |
 Visa (V) | 0.12% | 0% | 4.44% | 12/20/2023 |
 McDonald's (MCD) | 0.09% | 0% | 3.27% | 12/20/2023 |
 MGM (MGM) | 0.06% | 0% | 0.93% | 1/30/2024 |
 Eli Lilly (LLY) | 0.02% | 0% | 0.23% | 2/7/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 18.61% | 22.05% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 8.66% | 11.17% |
| Microsoft (MSFT) | 8.1% | 7.54% |
| Apple (AAPL) | 6.07% | 7.36% |
| Meta (META) | 5.19% | 5.65% |
| iShares Semiconductor ETF (SOXX) | 4.07% | 4.6% |
| Bitcoin (BTC) | 3.46% | 4.26% |
| Invesco QQQ (QQQ) | 3.46% | 4.19% |
| Mastercard (MA) | 3.46% | 3.76% |
| Lululemon (LULU) | 3.46% | 3.52% |
| Amazon (AMZN) | 2.88% | 3.44% |
| Aviat (AVNW) | 6.8% | 3.07% |
| NVIDIA (NVDA) | 2.83% | 2.94% |
| CVS Health (CVS) | 5.32% | 2.89% |
| Ethereum (ETH) | 3.47% | 2.86% |
| PDD Holdings (PDD) | 3.46% | 2.25% |
| Nu (NU) | 2.59% | 2.11% |
| Alphabet (GOOGL) | 1.73% | 1.98% |
| GE (GE) | 1.73% | 1.8% |
| STMicroelectronics (STM.US) | 3.59% | 1.79% |
| PVH (PVH) | 0.89% | 0.62% |