Portfolio Diversification
Range
Most Diversified
11 instruments
September 4, 2024
Least Diversified
0 instruments
November 5, 2022
Average
5.4 instruments
Most Consistent Holdings
Top 5
NU58.92%
NVDA52.35%
AAPL50.78%
AXP50.78%
BAC50.78%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 11, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 16.12% | 47.76% | 52.35% | - |
 Dogecoin (DOGE) | 15.69% | 0% | 15.69% | 10/25/2023 |
| Apple (AAPL) | 12.72% | 13.79% | 50.78% | - |
| Nu (NU) | 10.85% | 8.27% | 58.92% | - |
 Berkshire Hathaway (BRK.B) | 8.61% | 18.9% | 50.78% | - |
 USD/MXN (USDMXN) | 3.89% | 0% | 4.12% | 11/18/2022 |
 Microsoft (MSFT) | 2.83% | 0% | 22.06% | 8/12/2024 |
| American Express (AXP) | 2.6% | 2.75% | 50.78% | - |
| Bank of America (BAC) | 2.58% | 3.15% | 50.78% | - |
 Tesla (TSLA) | 2.26% | 0% | 40.49% | 1/29/2025 |
 Vanguard Information Technology (VGT) | 1.72% | 2.15% | 50.78% | - |
 Costco (COST) | 0.59% | 0% | 22.06% | 8/12/2024 |
 Coca-Cola (KO) | 0.53% | 1.77% | 28.73% | - |
 Vanguard S&P 500 ETF (VOO) | 0.44% | 0% | 14.41% | 1/29/2025 |
 Chevron (CVX) | 0.43% | 1.35% | 28.73% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 36.99% | 41.62% |
| Berkshire Hathaway (BRK.B) | 20.62% | 18.36% |
| Apple (AAPL) | 16.49% | 17.29% |
| Nu (NU) | 10.31% | 6.74% |
| Bank of America (BAC) | 3.09% | 3.14% |
| Vanguard S&P 500 ETF (VOO) | 3.09% | 3.08% |
| American Express (AXP) | 2.58% | 2.8% |
| Vanguard Information Technology (VGT) | 2.06% | 2.19% |
| Coca-Cola (KO) | 2.06% | 1.66% |
| Tesla (TSLA) | 1.03% | 1.56% |
| Chevron (CVX) | 1.55% | 1.44% |