Portfolio Diversification
Range
Most Diversified
16 instruments
January 2, 2023
Least Diversified
13 instruments
August 29, 2024
Average
14.6 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
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard Total Stock Market ETF (VTI) | 14.39% | 11.34% | 100% | - |
| Apple (AAPL) | 13.89% | 11.48% | 100% | - |
 Palantir (PLTR) | 8.21% | 13.15% | 100% | - |
 Airbus (AIR.PA) | 7.88% | 5.17% | 100% | - |
| Coca-Cola (KO) | 7.12% | 5.55% | 100% | - |
 Tesla (TSLA) | 6.97% | 5.93% | 100% | - |
 iShares Core Aggressive Allocation ETF (AOA) | 6.87% | 5.23% | 100% | - |
| Disney (DIS) | 6.31% | 4.65% | 100% | - |
 Adobe (ADBE) | 5.02% | 2.74% | 100% | - |
 NVIDIA (NVDA) | 4.7% | 6.77% | 90.69% | - |
| Meta (META) | 4.38% | 4.57% | 100% | - |
| Microsoft (MSFT) | 2.51% | 1.42% | 100% | - |
 Realty Income (O) | 2.34% | 0% | 70.2% | 8/28/2024 |
 Simon (SPG) | 2.33% | 1.88% | 100% | - |
 Boeing (BA) | 1.76% | 0% | 54.53% | 4/16/2024 |
 Alibaba (BABA) | 0.63% | 6.53% | 9.19% | - |
 KraneShares CSI China Internet (KWEB) | 0.43% | 5.42% | 7.54% | - |
 ARK Innovation ETF (ARKK) | 0.3% | 0% | 21.55% | 7/6/2023 |
 Nio (NIO) | 0.13% | 0% | 9.31% | 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% |