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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) | 19.08% | 27.59% | 98.51% | - |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 10.13% | 8.44% | 99.15% | - |
 Apple (AAPL) | 5.97% | 4.82% | 95.52% | - |
| Microsoft (MSFT) | 5.09% | 3.86% | 99.04% | - |
| iShares Semiconductor ETF (SOXX) | 4.8% | 7.27% | 98.19% | - |
 Bitcoin (BTC) | 4.78% | 13.13% | 78.68% | - |
 Meta (META) | 4.75% | 3.07% | 96.38% | - |
| Invesco QQQ (QQQ) | 3.93% | 3.36% | 99.15% | - |
 LVMH (MC.PA) | 3.39% | 3.83% | 58.1% | - |
 Aviat (AVNW) | 3.34% | 2% | 91.68% | - |
 Amazon (AMZN) | 2.9% | 2.11% | 96.7% | - |
 NVIDIA (NVDA) | 2.85% | 2.44% | 81.24% | - |
 CVS Health (CVS) | 2.69% | 0% | 65.25% | 10/2/2025 |
 Mastercard (MA) | 2.55% | 2.06% | 79.74% | - |
 STMicroelectronics (STM.US) | 1.99% | 2.96% | 93.39% | - |
 Nu (NU) | 1.92% | 1.55% | 81.88% | - |
 GE (GE) | 1.79% | 2.29% | 85.71% | - |
 Alibaba (BABA) | 1.75% | 0% | 25.59% | 9/12/2024 |
 Lululemon (LULU) | 1.69% | 0.62% | 81.98% | - |
 Ethereum (ETH) | 1.67% | 0.82% | 78.57% | - |
 Alphabet (GOOGL) | 1.64% | 2.03% | 85.71% | - |
 PDD Holdings (PDD) | 1.52% | 0% | 56.72% | 10/28/2025 |
 PayPal (PYPL) | 1.1% | 0% | 22.92% | 9/12/2024 |
 TSMC (TSM) | 1% | 0% | 15.35% | 6/5/2024 |
 Cigna (CI) | 0.71% | 0% | 19.94% | 9/12/2024 |
 American Express (AXP) | 0.61% | 1.95% | 28.57% | - |
 Tesla (TSLA) | 0.59% | 0% | 18.12% | 7/11/2024 |
 Starbucks (SBUX) | 0.51% | 0% | 29.74% | 9/12/2024 |
 VICI Properties (VICI) | 0.51% | 0% | 17.91% | 7/17/2024 |
 ADP (ADP) | 0.49% | 0% | 13.43% | 9/12/2024 |
 Adobe (ADBE) | 0.48% | 0% | 19.51% | 9/12/2024 |
 BlackRock (BLK) | 0.47% | 1.61% | 24.95% | - |
 PVH (PVH) | 0.39% | 0.25% | 85.39% | - |
 Visa (V) | 0.39% | 1.2% | 28.36% | - |
 ExxonMobil (XOM) | 0.3% | 0% | 3.62% | 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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