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Portfolio Diversification
Range
Most Diversified
18 instruments
January 5, 2023
Least Diversified
0 instruments
July 20, 2023
Average
7.9 instruments
Most Consistent Holdings
Top 5
AAPL86.41%
META86.41%
MSFT86.41%
AMZN86.41%
NVDA86.41%
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 |
|---|---|---|---|---|
 Invesco QQQ (QQQ) | 24.78% | 50.53% | 54.72% | - |
| NVIDIA (NVDA) | 11.09% | 10.06% | 86.41% | - |
 Alphabet (GOOGL) | 9.49% | 11.75% | 79.78% | - |
| Meta (META) | 8.77% | 7.08% | 86.41% | - |
| Microsoft (MSFT) | 7.86% | 6.52% | 86.41% | - |
| Apple (AAPL) | 7.44% | 8.16% | 86.41% | - |
| Amazon (AMZN) | 6.79% | 5.52% | 86.41% | - |
 Adobe (ADBE) | 3.25% | 0% | 41.89% | 10/24/2024 |
 McDonald's (MCD) | 1.06% | 0% | 16.65% | 7/19/2023 |
 Berkshire Hathaway (BRK.B) | 1.03% | 0% | 16.65% | 7/19/2023 |
 Visa (V) | 1.03% | 0% | 16.65% | 7/19/2023 |
 Mastercard (MA) | 0.99% | 0% | 16.65% | 7/19/2023 |
 Nike (NKE) | 0.99% | 0% | 16.65% | 7/19/2023 |
 Alphabet (GOOG) | 0.95% | 0% | 16.65% | 7/19/2023 |
 UnitedHealth (UNH) | 0.93% | 0% | 16.65% | 7/19/2023 |
 Johnson & Johnson (JNJ) | 0.91% | 0% | 16.65% | 7/19/2023 |
 Tesla (TSLA) | 0.85% | 0% | 16.65% | 7/19/2023 |
 Costco (COST) | 0.66% | 0% | 16.4% | 7/19/2023 |
 PayPal (PYPL) | 0.54% | 0% | 12.06% | 5/26/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.16% | 0% | 2.21% | 1/27/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 51.95% | 49.25% |
| Alphabet (GOOGL) | 8.31% | 11.48% |
| NVIDIA (NVDA) | 8.31% | 9.89% |
| Apple (AAPL) | 8.31% | 8.07% |
| Microsoft (MSFT) | 8.31% | 7.92% |
| Meta (META) | 8.31% | 7.5% |
| Amazon (AMZN) | 6.18% | 5.63% |
Cash & Instruments Over Time
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