Portfolio Diversification
Range
Most Diversified
10 instruments
April 1, 2025
Least Diversified
0 instruments
July 6, 2024
Average
3 instruments
Most Consistent Holdings
Top 5
ARKF42.69%
VXUS42.69%
ITA42.69%
MSFT27.13%
ASML.NV24.67%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since November 7, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| 45.54% | 0% | 45.54% | 7/5/2024 | |
| iShares US Aerospace & Defense ETF (ITA) | 9.91% | 23.05% | 42.69% | - |
| Vanguard Total International Stock ETF (VXUS) | 9.37% | 21.73% | 42.69% | - |
| ARK Fintech Innovation ETF (ARKF) | 7.95% | 6.61% | 42.69% | - |
 Bitcoin (BTC) | 2.48% | 0% | 9.68% | 10/26/2024 |
| Microsoft (MSFT) | 1.69% | 5.69% | 27.13% | - |
 Global SuperDividend US ETF (DIV) | 1.42% | 0% | 12.14% | 3/5/2025 |
 MicroStrategy (MSTR) | 1.23% | 0% | 10.63% | 3/31/2025 |
 Petrobras (PBR.A) | 0.83% | 0% | 14.99% | 2/27/2025 |
| ASML (ASML.NV) | 0.8% | 7.56% | 24.67% | - |
 Rheinmetall (RHM.DE) | 0.71% | 8.48% | 9.87% | - |
 iShares Gold Trust (IAU) | 0.34% | 5.32% | 6.83% | - |
 Wolters Kluwer (WKL.NV) | 0.27% | 7.48% | 3.61% | - |
 Invesco DB Agriculture Fund (DBA) | 0.18% | 4.83% | 3.61% | - |
 Petrobras (PBR) | 0.15% | 0% | 2.47% | 12/9/2024 |
 Honda (HMC) | 0.13% | 0% | 4.55% | 1/13/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.07% | 0% | 0.76% | 4/4/2025 |
 Uber (UBER) | 0% | 0% | 0.19% | 1/30/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares US Aerospace & Defense ETF (ITA) | 22.93% | 22.63% |
| Vanguard Total International Stock ETF (VXUS) | 22.93% | 21.13% |
| ARK Fintech Innovation ETF (ARKF) | 11.46% | 15.25% |
| Global SuperDividend US ETF (DIV) | 12.21% | 11.94% |
| MicroStrategy (MSTR) | 11.72% | 10.9% |
| Microsoft (MSFT) | 6.73% | 6.6% |
| Petrobras (PBR.A) | 6.23% | 5.49% |
| ASML (ASML.NV) | 3.24% | 3.17% |
| Honda (HMC) | 2.49% | 2.91% |