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Portfolio Diversification
Range
Most Diversified
28 instruments
June 12, 2024
Least Diversified
0 instruments
February 2, 2025
Average
21.6 instruments
Most Consistent Holdings
Top 5
QQQ99.15%
SPYG99.15%
MSFT99.04%
GOOG98.51%
SOXX98.19%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 30, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 19.07% | 27.99% | 98.51% | - |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 10.13% | 8.42% | 99.15% | - |
 Apple (AAPL) | 5.97% | 4.66% | 95.52% | - |
| Microsoft (MSFT) | 5.09% | 3.65% | 99.04% | - |
| iShares Semiconductor ETF (SOXX) | 4.79% | 7.66% | 98.19% | - |
 Bitcoin (BTC) | 4.77% | 12.99% | 78.66% | - |
 Meta (META) | 4.76% | 3.01% | 96.37% | - |
| Invesco QQQ (QQQ) | 3.93% | 3.37% | 99.15% | - |
 LVMH (MC.PA) | 3.39% | 3.79% | 58.06% | - |
 Aviat (AVNW) | 3.34% | 1.98% | 91.68% | - |
 Amazon (AMZN) | 2.9% | 2.05% | 96.69% | - |
 NVIDIA (NVDA) | 2.85% | 2.45% | 81.22% | - |
 CVS Health (CVS) | 2.69% | 0% | 65.31% | 10/2/2025 |
 Mastercard (MA) | 2.56% | 2.01% | 79.72% | - |
 STMicroelectronics (STM.US) | 1.99% | 3.08% | 93.38% | - |
 Nu (NU) | 1.93% | 1.46% | 81.86% | - |
 GE (GE) | 1.79% | 2.28% | 85.7% | - |
 Alibaba (BABA) | 1.75% | 0% | 25.61% | 9/12/2024 |
 Lululemon (LULU) | 1.69% | 0.59% | 81.96% | - |
 Ethereum (ETH) | 1.67% | 0.81% | 78.55% | - |
 Alphabet (GOOGL) | 1.64% | 2.06% | 85.7% | - |
 PDD Holdings (PDD) | 1.52% | 0% | 56.78% | 10/28/2025 |
 PayPal (PYPL) | 1.1% | 0% | 22.95% | 9/12/2024 |
 TSMC (TSM) | 1% | 0% | 15.37% | 6/5/2024 |
 Cigna (CI) | 0.71% | 0% | 19.96% | 9/12/2024 |
 American Express (AXP) | 0.61% | 1.93% | 28.5% | - |
 Tesla (TSLA) | 0.59% | 0% | 18.14% | 7/11/2024 |
 Starbucks (SBUX) | 0.51% | 0% | 29.78% | 9/12/2024 |
 VICI Properties (VICI) | 0.51% | 0% | 17.93% | 7/17/2024 |
 ADP (ADP) | 0.49% | 0% | 13.45% | 9/12/2024 |
 Adobe (ADBE) | 0.48% | 0% | 19.53% | 9/12/2024 |
 BlackRock (BLK) | 0.47% | 1.61% | 24.87% | - |
 PVH (PVH) | 0.39% | 0.24% | 85.38% | - |
 Visa (V) | 0.39% | 1.18% | 28.28% | - |
 ExxonMobil (XOM) | 0.3% | 0% | 3.63% | 1/30/2024 |
 PepsiCo (PEP) | 0.13% | 0% | 2.99% | 1/23/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 0.08% | 0% | 2.24% | 12/20/2023 |
 McDonald's (MCD) | 0.04% | 0% | 1.49% | 12/20/2023 |
 MGM (MGM) | 0.03% | 0% | 0.43% | 1/30/2024 |
 Eli Lilly (LLY) | 0.01% | 0% | 0.11% | 2/7/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 22.88% | 30.28% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 7.23% | 9.14% |
| LVMH (MC.PA) | 8.82% | 5.97% |
| Microsoft (MSFT) | 6.77% | 5.83% |
| Apple (AAPL) | 5.07% | 5.39% |
| iShares Semiconductor ETF (SOXX) | 3.4% | 4.33% |
| Meta (META) | 4.34% | 4.29% |
| Invesco QQQ (QQQ) | 2.89% | 3.4% |
| NVIDIA (NVDA) | 2.36% | 2.76% |
| Mastercard (MA) | 2.89% | 2.75% |
| Bitcoin (BTC) | 2.89% | 2.72% |
| American Express (AXP) | 2.89% | 2.47% |
| Amazon (AMZN) | 2.4% | 2.45% |
| Aviat (AVNW) | 5.68% | 2.44% |
| Nu (NU) | 2.16% | 2.3% |
| GE (GE) | 1.45% | 2.24% |
| Alphabet (GOOGL) | 1.45% | 2.21% |
| BlackRock (BLK) | 2.91% | 2.09% |
| Ethereum (ETH) | 2.96% | 1.78% |
| Visa (V) | 1.89% | 1.46% |
| Lululemon (LULU) | 2.89% | 1.29% |
| STMicroelectronics (STM.US) | 3% | 1.26% |
| PVH (PVH) | 0.74% | 0.27% |
Cash & Instruments Over Time
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