Portfolio Diversification
Range
Most Diversified
61 instruments
September 6, 2025
Least Diversified
43 instruments
May 24, 2025
Average
49.7 instruments
Most Consistent Holdings
Top 5
META100%
MSFT100%
JPM100%
MMM100%
PFE100%
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 |
|---|---|---|---|---|
 SPDR S&P 500 ETF (SPY) | 17.11% | 17.17% | 100% | - |
 Vanguard Total Stock Market ETF (VTI) | 15.45% | 15.81% | 100% | - |
 Vanguard S&P 500 ETF (VOO) | 11.89% | 9.52% | 100% | - |
 Hermes (RMS.PA) | 8.21% | 2.56% | 100% | - |
 jaynemesis | 7.98% | 0% | 95.17% | 7/25/2025 |
 Invesco QQQ (QQQ) | 6.6% | 9.17% | 100% | - |
 Tesla (TSLA) | 3.46% | 4.7% | 100% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 3.2% | 2.35% | 100% | - |
 Vanguard Real Estate ETF (VNQ) | 2.8% | 0% | 94.24% | 7/16/2025 |
 Vanguard Information Technology (VGT) | 2.19% | 2.19% | 100% | - |
 Palantir (PLTR) | 1.46% | 5.51% | 100% | - |
| Meta (META) | 1.46% | 2.01% | 100% | - |
 Johnson & Johnson (JNJ) | 1.13% | 0% | 96.61% | 8/8/2025 |
 Crowdstrike (CRWD) | 0.89% | 2.13% | 100% | - |
 Waste Management (WM) | 0.89% | 0.57% | 100% | - |
 Cloudflare (NET) | 0.83% | 1.06% | 100% | - |
 ARK Innovation ETF (ARKK) | 0.83% | 0.68% | 100% | - |
 Uber (UBER) | 0.82% | 0.68% | 100% | - |
 Block Inc. (XYZ) | 0.72% | 0.4% | 100% | - |
| Microsoft (MSFT) | 0.7% | 0.47% | 100% | - |
| 3M (MMM) | 0.66% | 0.44% | 100% | - |
 Nordstrom (JWN) | 0.6% | 0% | 88.69% | 5/23/2025 |
 Coinbase (COIN) | 0.58% | 0.21% | 97.33% | - |
 Wells Fargo (WFC) | 0.51% | 0.38% | 100% | - |
 LVMH (MC.PA) | 0.5% | 0.67% | 64.23% | - |
 Wynn Resorts (WYNN) | 0.47% | 0% | 95.79% | 7/31/2025 |
 AT&T (T) | 0.47% | 0% | 94.76% | 7/21/2025 |
 Realty Income (O) | 0.44% | 0% | 60.74% | 8/23/2024 |
| JPMorgan (JPM) | 0.43% | 0.35% | 100% | - |
 Canadian Solar (CSIQ) | 0.43% | 0.09% | 100% | - |
 Airbnb (ABNB) | 0.38% | 0.28% | 100% | - |
 Walgreens (WBA) | 0.37% | 0% | 99.08% | 9/1/2025 |
 Vanguard FTSE Developed Market ETF (VEA) | 0.37% | 0% | 94.24% | 7/16/2025 |
 Nio (NIO) | 0.36% | 0.15% | 100% | - |
 Starbucks (SBUX) | 0.35% | 0.15% | 100% | - |
 Main Street Capital (MAIN) | 0.31% | 0% | 60.74% | 8/23/2024 |
| Pfizer (PFE) | 0.28% | 0.11% | 100% | - |
 AbbVie (ABBV) | 0.26% | 0% | 60.74% | 8/23/2024 |
 Dropbox (DBX) | 0.23% | 0% | 60.74% | 8/23/2024 |
 Vanguard Value ETF (VTV) | 0.22% | 0% | 95.07% | 7/24/2025 |
 LTC Properties (LTC.US) | 0.21% | 0% | 60.74% | 8/23/2024 |
 Vanguard FTSE Emerging Markets (VWO) | 0.2% | 0% | 92.6% | 8/4/2025 |
 Foot Locker (FL) | 0.18% | 0% | 60.74% | 8/23/2024 |
 PayPal (PYPL) | 0.17% | 0.08% | 100% | - |
 Snapchat (SNAP) | 0.14% | 0.05% | 100% | - |
 Bitcoin (BTC) | 0.11% | 0.12% | 100% | - |
 ARK Next Generation Internet ETF (ARKW) | 0.09% | 0.1% | 100% | - |
 C3.ai (AI) | 0.08% | 1.48% | 9.97% | - |
 Shiba (in millions) (SHIBxM) | 0.07% | 0.03% | 100% | - |
 Warner Bros Discovery (WBD) | 0.07% | 0.04% | 100% | - |
 Berkshire Hathaway (BRK.B) | 0.05% | 1.07% | 4.21% | - |
 MicroStrategy (MSTR) | 0.05% | 0.84% | 7.19% | - |
 eToro Group LTD (ETOR) | 0.04% | 1.38% | 2.88% | - |
 NVIDIA (NVDA) | 0.04% | 2.04% | 7.09% | - |
 Amazon (AMZN) | 0.03% | 0.34% | 4.11% | - |
 Beyond Meat (BYND) | 0.03% | 0% | 96.92% | 8/15/2025 |
 Virgin Galactic (SPCE) | 0.03% | 0% | 54.98% | 6/28/2024 |
 AMD (AMD) | 0.03% | 0.9% | 5.14% | - |
 Store Capital Corp. (STOR) | 0.02% | 0% | 3.6% | 2/6/2023 |
 IBM (IBM) | 0.02% | 0.51% | 4.93% | - |
 Figma Inc (FIG) | 0.02% | 0.84% | 2.26% | - |
 Tattooed Chef Inc (TTCFQ) | 0.02% | 0% | 25.18% | 9/19/2023 |
 Gold (Non Expiry) (GOLD) | 0.02% | 1.9% | 1.44% | - |
 Grid Dynamics (GDYN) | 0.01% | 0.49% | 2.98% | - |
 Supermicro (SMCI) | 0.01% | 0.42% | 3.49% | - |
 Salesforce (CRM) | 0.01% | 0.64% | 2.77% | - |
 Rigetti (RGTI) | 0.01% | 0.47% | 2.98% | - |
 Solventum (SOLV) | 0.01% | 0% | 14.59% | 8/23/2024 |
 Align (ALGN) | 0.01% | 0.39% | 2.77% | - |
 Bigbear.Ai (BBAI) | 0.01% | 0.33% | 2.98% | - |
 UPS (UPS) | 0.01% | 0.49% | 2.16% | - |
 Crocs (CROX) | 0.01% | 0.26% | 3.49% | - |
 D-Wave (QBTS) | 0.01% | 0.2% | 3.08% | - |
 Archer Aviation (ACHR) | 0.01% | 0.17% | 2.77% | - |
 Hims & Hers (HIMS) | 0% | 0.23% | 2.16% | - |
 Target (TGT) | 0% | 0.19% | 2.16% | - |
 Kratos (KTOS) | 0% | 0% | 1.23% | 8/4/2025 |
 Ferrari (RACE) | 0% | 0% | 0.51% | 8/5/2025 |
 BioNano (BNGO) | 0% | 0% | 1.54% | 8/29/2025 |
 Stellar (XLM) | 0% | 0% | 1.75% | 8/19/2025 |
 Alphabet (GOOG) | 0% | 0% | 0.82% | 7/31/2025 |
 Rheinmetall (RHM.DE) | 0% | 0% | 1.23% | 8/26/2025 |
 Lemonade (LMND) | 0% | 0.21% | 0.72% | - |
 Alphabet (GOOGL) | 0% | 0% | 1.23% | 8/19/2025 |
 American Airlines (AAL) | 0% | 0% | 1.23% | 8/5/2025 |
 UnitedHealth (UNH) | 0% | 0% | 0.41% | 8/19/2025 |
 Interactive Brokers (IBKR) | 0% | 0% | 0.62% | 8/19/2025 |
 Dogecoin (DOGE) | 0% | 0% | 0.41% | 8/18/2025 |
 Snowflake (SNOW) | 0% | 0% | 0.51% | 7/21/2025 |
 Rolls-Royce (RR.L) | 0% | 0% | 0.51% | 7/30/2025 |
 Cardano (ADA) | 0% | 0% | 0.62% | 8/19/2025 |
 Ethereum (ETH) | 0% | 0% | 0.21% | 8/27/2025 |
 Peloton (PTON) | 0% | 0.11% | 0.72% | - |
 Man Group (EMG.L) | 0% | 0% | 0.51% | 7/21/2025 |
 Terna (TRN.MI) | 0% | 0% | 0.51% | 7/21/2025 |
 Quantum Computing Inc (QUBT) | 0% | 0.11% | 0.51% | - |
 Opendoor (OPEN) | 0% | 0% | 0.41% | 9/2/2025 |
 Tilray (TLRY) | 0% | 0% | 0.41% | 8/15/2025 |
 e.l.f. (ELF) | 0% | 0% | 0.1% | 8/8/2025 |
 XRP (XRP) | 0% | 0% | 0.51% | 7/23/2025 |
 WBA US merger CVR (WBA US CVR) | 0% | 0% | 0% | - |
 Southern Copper (SCCO) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 ETF (SPY) | 16.91% | 18.14% |
| Vanguard Total Stock Market ETF (VTI) | 15.69% | 16.53% |
| Vanguard S&P 500 ETF (VOO) | 10.83% | 11.83% |
| Hermes (RMS.PA) | 12.38% | 11.81% |
| Invesco QQQ (QQQ) | 7.62% | 8.16% |
| jaynemesis | 6.92% | 6.62% |
| Tesla (TSLA) | 2.73% | 4.18% |
| Vanguard Dividend Appreciation ETF (VIG) | 3.16% | 3.11% |
| Vanguard Real Estate ETF (VNQ) | 2.71% | 2.39% |
| Vanguard Information Technology (VGT) | 1.99% | 2.37% |
| Palantir (PLTR) | 0.43% | 2.06% |
| Meta (META) | 0.9% | 1.47% |
| Crowdstrike (CRWD) | 0.36% | 0.79% |
| Waste Management (WM) | 0.69% | 0.76% |
| Cloudflare (NET) | 0.32% | 0.75% |
| Johnson & Johnson (JNJ) | 1.08% | 0.75% |
| Coinbase (COIN) | 1.12% | 0.72% |
| ARK Innovation ETF (ARKK) | 2.24% | 0.72% |
| Block Inc. (XYZ) | 1.99% | 0.65% |
| Uber (UBER) | 0.4% | 0.62% |
| Nordstrom (JWN) | 0.72% | 0.57% |
| Microsoft (MSFT) | 0.36% | 0.57% |
| 3M (MMM) | 0.9% | 0.54% |
| Wells Fargo (WFC) | 0.22% | 0.48% |
| AT&T (T) | 0.61% | 0.41% |
| JPMorgan (JPM) | 0.25% | 0.41% |
| Wynn Resorts (WYNN) | 0.36% | 0.3% |
| Airbnb (ABNB) | 0.36% | 0.27% |
| Vanguard FTSE Developed Market ETF (VEA) | 0.36% | 0.27% |
| Starbucks (SBUX) | 0.36% | 0.23% |
| Vanguard Value ETF (VTV) | 0.18% | 0.18% |
| Vanguard FTSE Emerging Markets (VWO) | 0.22% | 0.16% |
| Pfizer (PFE) | 0.29% | 0.16% |
| Nio (NIO) | 0.66% | 0.15% |
| PayPal (PYPL) | 0.54% | 0.15% |
| Bitcoin (BTC) | 0.04% | 0.14% |
| Canadian Solar (CSIQ) | 0.54% | 0.14% |
| Walgreens (WBA) | 0.54% | 0.11% |
| Snapchat (SNAP) | 0.36% | 0.1% |
| ARK Next Generation Internet ETF (ARKW) | 0.18% | 0.09% |
| Shiba (in millions) (SHIBxM) | 0.36% | 0.08% |
| Warner Bros Discovery (WBD) | 0.13% | 0.05% |
| Beyond Meat (BYND) | 0.4% | 0.01% |
| Virgin Galactic (SPCE) | 0.25% | 0% |