Portfolio Diversification
Range
Most Diversified
16 instruments
January 2, 2023
Least Diversified
13 instruments
August 29, 2024
Average
14.7 instruments
Most Consistent Holdings
Top 5
AAPL100%
META100%
MSFT100%
DIS100%
KO100%
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 |
|---|---|---|---|---|
 Vanguard Total Stock Market ETF (VTI) | 13.71% | 11.02% | 100% | - |
| Apple (AAPL) | 13.43% | 12.84% | 100% | - |
 Palantir (PLTR) | 8.31% | 6.67% | 100% | - |
 Airbus (AIR.PA) | 7.35% | 5.33% | 100% | - |
 Tesla (TSLA) | 6.9% | 7.94% | 100% | - |
| Coca-Cola (KO) | 6.61% | 4.45% | 100% | - |
 iShares Core Aggressive Allocation ETF (AOA) | 6.47% | 4.87% | 100% | - |
| Disney (DIS) | 5.91% | 3.94% | 100% | - |
 NVIDIA (NVDA) | 5.46% | 8.17% | 92.62% | - |
 Adobe (ADBE) | 4.45% | 2.01% | 100% | - |
| Meta (META) | 4.43% | 3.98% | 100% | - |
| Microsoft (MSFT) | 2.27% | 1.24% | 100% | - |
 Simon (SPG) | 2.2% | 1.71% | 100% | - |
 Realty Income (O) | 1.86% | 0% | 55.7% | 8/28/2024 |
 Alibaba (BABA) | 1.78% | 6.28% | 27.94% | - |
 KraneShares CSI China Internet (KWEB) | 1.41% | 4.74% | 26.64% | - |
 Boeing (BA) | 1.4% | 0% | 43.27% | 4/16/2024 |
 ARK Innovation ETF (ARKK) | 0.24% | 0% | 17.1% | 7/6/2023 |
 Nio (NIO) | 0.1% | 0% | 7.38% | 3/23/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Palantir (PLTR) | 12.41% | 22.48% |
| Apple (AAPL) | 15.77% | 15.24% |
| Vanguard Total Stock Market ETF (VTI) | 12.49% | 12.38% |
| Tesla (TSLA) | 7.94% | 8.81% |
| NVIDIA (NVDA) | 9.04% | 8.12% |
| iShares Core Aggressive Allocation ETF (AOA) | 7.1% | 5.41% |
| Disney (DIS) | 8.81% | 5.16% |
| Coca-Cola (KO) | 8.1% | 5.08% |
| Airbus (AIR.PA) | 4.41% | 5.04% |
| Meta (META) | 4.26% | 4.69% |
| Adobe (ADBE) | 4.58% | 3.33% |
| Simon (SPG) | 2.16% | 2.09% |
| Microsoft (MSFT) | 1.42% | 1.43% |