Portfolio Diversification
Range
Most Diversified
14 instruments
April 19, 2024
Least Diversified
0 instruments
October 15, 2022
Average
8.6 instruments
Most Consistent Holdings
Top 5
VOO90.15%
AMD65.25%
NVDA52.9%
MSFT44.19%
GOOG43.26%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since October 15, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| AMD (AMD) | 7.2% | 0% | 65.25% | 2/25/2025 |
| NVIDIA (NVDA) | 6.53% | 0% | 52.9% | 3/27/2025 |
| Vanguard S&P 500 ETF (VOO) | 5.28% | 0% | 90.15% | 4/7/2025 |
| Microsoft (MSFT) | 5.27% | 0% | 44.19% | 2/25/2025 |
| Alphabet (GOOG) | 5.15% | 29.75% | 43.26% | - |
 Spotify (SPOT) | 4.29% | 43.67% | 31.43% | - |
 Apple (AAPL) | 4.26% | 12.04% | 37.76% | - |
 Tesla (TSLA) | 3.74% | 0% | 28.42% | 5/1/2024 |
 Johnson & Johnson (JNJ) | 3.28% | 0% | 16.39% | 6/23/2023 |
 Meta (META) | 3.05% | 0% | 29.56% | 5/5/2025 |
 Qualcomm (QCOM) | 3.04% | 0% | 26.97% | 2/5/2025 |
 Amazon (AMZN) | 2.69% | 0% | 25.21% | 5/6/2025 |
 Coca-Cola (KO) | 2.4% | 0% | 20.75% | 2/10/2025 |
 Bank of America (BAC) | 2.4% | 6.91% | 41.08% | - |
 Netflix (NFLX) | 2.21% | 0% | 21.27% | 4/15/2025 |
 Colgate (CL) | 2.09% | 0% | 15.77% | 2/26/2025 |
 Caterpillar (CAT) | 2.07% | 0% | 22.3% | 3/3/2025 |
 Goldman Sachs (GS) | 1.9% | 0% | 16.8% | 5/6/2025 |
 Deutsche Bank (DB) | 1.58% | 0% | 17.12% | 7/25/2023 |
 3M (MMM) | 1.52% | 0% | 13.38% | 6/13/2023 |
 Nike (NKE) | 1.44% | 0% | 14.63% | 6/24/2024 |
 PepsiCo (PEP) | 1.33% | 0% | 12.76% | 11/15/2024 |
 Societe Generale (GLE.PA) | 1.26% | 0% | 12.66% | 3/12/2024 |
 Citi (C) | 1.21% | 0% | 21.27% | 5/5/2025 |
 Wells Fargo (WFC) | 1.12% | 6.9% | 21.16% | - |
 Intel (INTC) | 1.01% | 0% | 13.8% | 7/17/2024 |
 Berkshire Hathaway (BRK.B) | 1.01% | 0% | 10.68% | 11/6/2024 |
 PayPal (PYPL) | 0.87% | 0% | 9.85% | 2/25/2025 |
 UPS (UPS) | 0.76% | 0% | 14.42% | 7/23/2024 |
 Disney (DIS) | 0.74% | 0% | 7.16% | 1/12/2023 |
 Procter & Gamble (PG) | 0.69% | 0% | 6.64% | 4/3/2023 |
 Stellantis (STLAM.MI) | 0.61% | 0% | 7.16% | 7/24/2024 |
 TSMC (TSM) | 0.61% | 0% | 8.82% | 12/16/2024 |
 EA (EA) | 0.52% | 0% | 6.22% | 4/4/2023 |
 Oracle (ORCL) | 0.33% | 0% | 5.19% | 2/2/2024 |
 Levi's (LEVI) | 0.26% | 0% | 6.12% | 10/19/2023 |
 Bitcoin (BTC) | 0.26% | 0% | 3.63% | 6/21/2023 |
 JPMorgan (JPM) | 0.25% | 0% | 4.25% | 3/7/2025 |
 Ferrari (RACE) | 0.18% | 0% | 3.01% | 5/2/2024 |
 Visa (V) | 0.18% | 0% | 2.59% | 10/30/2024 |
 Deere (DE) | 0.14% | 0% | 1.87% | 3/3/2025 |
 Polkadot (DOT) | 0.02% | 0% | 1.76% | 12/18/2024 |
 Cardano (ADA) | 0.01% | 0% | 0.62% | 12/18/2024 |
 Kusama (KSM) | 0% | 0% | 0.41% | 6/26/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Colgate (CL) | 16.08% | 15.81% |
| Qualcomm (QCOM) | 15.92% | 14.69% |
| AMD (AMD) | 14.65% | 13.03% |
| Coca-Cola (KO) | 12.38% | 11.91% |
| NVIDIA (NVDA) | 9.09% | 9.36% |
| Spotify (SPOT) | 7.48% | 7.77% |
| Netflix (NFLX) | 7.42% | 7.75% |
| Wells Fargo (WFC) | 5.78% | 6.11% |
| Vanguard S&P 500 ETF (VOO) | 3.27% | 5.15% |
| Bank of America (BAC) | 4.35% | 4.59% |
| Citi (C) | 3.4% | 3.67% |