Portfolio Diversification
Range
Most Diversified
8 instruments
February 11, 2025
Least Diversified
0 instruments
October 31, 2023
Average
2.8 instruments
Most Consistent Holdings
Top 5
VOO99.8%
PLTR55.02%
NVDA35.74%
TSLA30.32%
LMT16.06%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since October 31, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 89.35% | 73.38% | 99.8% | - |
| Palantir (PLTR) | 3.23% | 6.94% | 55.02% | - |
| Tesla (TSLA) | 1.84% | 3.93% | 30.32% | - |
| NVIDIA (NVDA) | 1.53% | 6.84% | 35.74% | - |
 Ethereum (ETH) | 0.62% | 3.97% | 11.65% | - |
| Lockheed Martin (LMT) | 0.61% | 0% | 16.06% | 1/30/2025 |
 Samsung (SMSN.L) | 0.22% | 1.85% | 12.65% | - |
 Apple (AAPL) | 0.14% | 1.55% | 8.63% | - |
 TSMC (TSM) | 0.1% | 1.52% | 6.43% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 83.53% | 78.46% |
| Tesla (TSLA) | 4.9% | 7.33% |
| Palantir (PLTR) | 2.87% | 7.32% |
| Lockheed Martin (LMT) | 4.97% | 3.42% |
| NVIDIA (NVDA) | 3.43% | 3.24% |