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Portfolio Diversification
Range
Most Diversified
17 instruments
May 29, 2024
Least Diversified
0 instruments
February 2, 2025
Average
13.2 instruments
Most Consistent Holdings
Top 5
META99.35%
BTC99.35%
ETH99.35%
GOOG99.27%
TSLA97.17%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 2, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 23.47% | 11.85% | 99.35% | - |
 Vanguard Morningstar Growth ETF (VUG) | 15.93% | 36.07% | 90.12% | - |
| Bitcoin (BTC) | 12.88% | 6.42% | 99.35% | - |
 Vanguard S&P 500 ETF (VOO) | 11.51% | 23.17% | 91.79% | - |
| Alphabet (GOOG) | 10.04% | 6.56% | 99.27% | - |
| Tesla (TSLA) | 5.77% | 2.74% | 97.17% | - |
 Coca-Cola (KO) | 4.88% | 3.81% | 91.79% | - |
 Microsoft (MSFT) | 3.63% | 1.65% | 94.77% | - |
| Ethereum (ETH) | 2.12% | 0.51% | 99.35% | - |
 Apple (AAPL) | 2.01% | 1.66% | 91.79% | - |
 M&T Bank (MTB) | 1.38% | 0% | 51.38% | 5/2/2025 |
 UnitedHealth (UNH) | 0.92% | 0% | 19.55% | 6/1/2026 |
 Alibaba (BABA) | 0.78% | 0% | 25.87% | 5/21/2025 |
 Bank of America (BAC) | 0.73% | 0% | 51.38% | 5/2/2025 |
 Western Alliance (WAL) | 0.66% | 0% | 46.29% | 5/2/2025 |
 iShares MSCI China ETF (MCHI) | 0.62% | 0% | 25.87% | 5/21/2025 |
 Coinbase (COIN) | 0.61% | 0% | 5.31% | 3/20/2023 |
 Berkshire Hathaway (BRK.B.RTH) | 0.37% | 4.49% | 7.7% | - |
 PacWest Bancorp (PACW) | 0.28% | 0% | 13.95% | 12/5/2023 |
 JD.com (JD.US) | 0.25% | 0% | 25.87% | 5/21/2025 |
 First Republic Bank (FRCB) | 0.02% | 0% | 25.07% | 9/5/2024 |
 Alphabet (GOOG.RTH) | 0.02% | 1.08% | 1.6% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Morningstar Growth ETF (VUG) | 42.04% | 30.92% |
| Vanguard S&P 500 ETF (VOO) | 25.98% | 18.87% |
| Meta (META) | 4.55% | 15.43% |
| Bitcoin (BTC) | 3.03% | 9.08% |
| Alphabet (GOOG) | 3.79% | 7.84% |
| UnitedHealth (UNH) | 7.34% | 4.75% |
| Tesla (TSLA) | 1.99% | 4.43% |
| Coca-Cola (KO) | 5.81% | 3.96% |
| Microsoft (MSFT) | 1.9% | 2.13% |
| Apple (AAPL) | 1.9% | 1.77% |
| Ethereum (ETH) | 0.76% | 0.75% |
| First Republic Bank (FRCB) | 0.76% | 0% |
Cash & Instruments Over Time
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