Portfolio Diversification
Range
Most Diversified
14 instruments
April 19, 2024
Least Diversified
0 instruments
October 15, 2022
Average
7.9 instruments
Most Consistent Holdings
Top 5
VOO76.29%
AMD55.22%
NVDA49.43%
MSFT41.44%
BAC40.21%
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 |
|---|---|---|---|---|
 Spotify (SPOT) | 8.21% | 0% | 38.19% | 11/3/2025 |
| NVIDIA (NVDA) | 6.23% | 0% | 49.43% | 10/27/2025 |
| AMD (AMD) | 6.1% | 0% | 55.22% | 2/25/2025 |
 Netflix (NFLX) | 5.94% | 24.95% | 30.64% | - |
 Alphabet (GOOG) | 5.15% | 0% | 39.16% | 7/23/2025 |
| Microsoft (MSFT) | 4.92% | 10.53% | 41.44% | - |
| Vanguard S&P 500 ETF (VOO) | 4.46% | 0% | 76.29% | 4/7/2025 |
 Apple (AAPL) | 3.99% | 0% | 35.12% | 7/30/2025 |
 Amazon (AMZN) | 3.58% | 14.83% | 29.76% | - |
 Meta (META) | 3.35% | 21.71% | 29.24% | - |
 Tesla (TSLA) | 3.16% | 0% | 24.06% | 5/1/2024 |
 Johnson & Johnson (JNJ) | 2.78% | 0% | 13.87% | 6/23/2023 |
 Qualcomm (QCOM) | 2.57% | 0% | 22.83% | 2/5/2025 |
| Bank of America (BAC) | 2.4% | 0% | 40.21% | 8/25/2025 |
 Coca-Cola (KO) | 2.03% | 0% | 17.56% | 2/10/2025 |
 Colgate (CL) | 1.77% | 0% | 13.35% | 2/26/2025 |
 Caterpillar (CAT) | 1.75% | 0% | 18.88% | 3/3/2025 |
 Goldman Sachs (GS) | 1.6% | 0% | 14.22% | 5/6/2025 |
 Deutsche Bank (DB) | 1.34% | 0% | 14.49% | 7/25/2023 |
 3M (MMM) | 1.28% | 0% | 11.33% | 6/13/2023 |
 Nike (NKE) | 1.22% | 0% | 12.38% | 6/24/2024 |
 PepsiCo (PEP) | 1.13% | 0% | 10.8% | 11/15/2024 |
 Wells Fargo (WFC) | 1.13% | 0% | 20.46% | 7/23/2025 |
 Societe Generale (GLE.PA) | 1.06% | 0% | 10.71% | 3/12/2024 |
 Citi (C) | 1.02% | 0% | 18% | 5/5/2025 |
 Intel (INTC) | 0.86% | 0% | 11.68% | 7/17/2024 |
 Berkshire Hathaway (BRK.B) | 0.85% | 0% | 9.04% | 11/6/2024 |
 PayPal (PYPL) | 0.74% | 0% | 8.34% | 2/25/2025 |
 UPS (UPS) | 0.64% | 0% | 12.2% | 7/23/2024 |
 Disney (DIS) | 0.63% | 0% | 6.06% | 1/12/2023 |
 Procter & Gamble (PG) | 0.58% | 0% | 5.62% | 4/3/2023 |
 Bitcoin (BTC) | 0.56% | 11.96% | 5.79% | - |
 Stellantis (STLAM.MI) | 0.52% | 0% | 6.06% | 7/24/2024 |
 TSMC (TSM) | 0.52% | 0% | 7.46% | 12/16/2024 |
 JPMorgan (JPM) | 0.51% | 0% | 5.79% | 12/15/2025 |
 EA (EA) | 0.44% | 0% | 5.27% | 4/4/2023 |
 Oracle (ORCL) | 0.28% | 0% | 4.39% | 2/2/2024 |
 Levi's (LEVI) | 0.22% | 0% | 5.18% | 10/19/2023 |
 Ferrari (RACE) | 0.15% | 0% | 2.55% | 5/2/2024 |
 Visa (V) | 0.15% | 0% | 2.19% | 10/30/2024 |
 Deere (DE) | 0.12% | 0% | 1.58% | 3/3/2025 |
 Polkadot (DOT) | 0.02% | 0% | 1.49% | 12/18/2024 |
 Cardano (ADA) | 0.01% | 0% | 0.53% | 12/18/2024 |
 Kusama (KSM) | 0% | 0% | 0.35% | 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% |